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4 min read

Blake, Bottolfsen, Daley, and Moore Are Advisor Today’s 4 Under 40 Winners

By NAIFA on 10/19/22 12:01 PM

Advisor Today is pleased to announce the winners of its 2022 4 Under 40 awards: Scott Blake, MBA, of Blake Wealth Partners (Northwestern Mutual) in Columbus, OH, loyal member since 2018; Eric Bottolfsen, MBA, of GoldBook Financial (MassMutual) in Scottsdale, AZ, loyal member since 2017; Matthew Daley, MBA, FSCP, LACP, LUTCF, of the Daley Agency (American National) in Miller Place, NY, loyal member since 2018; and Brett Moore, CFP, of RBM Wealth Management Group (LPL Financial) in Newnan, GA, loyal member since 2015.

Topics: Awards Press Release
3 min read

Robert A. Miller to Receive NAIFA’s Terry Headley Lifetime Defender Award

By NAIFA on 10/18/22 10:12 AM

NAIFA is proud to announce that Robert A. Miller, M.S., M.A., Partner at Miller-Pomerantz Insurance and Financial Services in New York City, is the recipient of NAIFA’s Terry Headley Lifetime Defender Award.

Miller, a loyal member since 1983, was NAIFA’s national President for the 2011-2012 term. He had previously served as President of the NAIFA-New York state chapter and NAIFA-New York City. He was elected to the NAIFA Board of Trustees in 2005 and has served as trustee liaison to the CEO Outreach Program, the Young Advisor Team, and the Corporate Partnerships Program. He also served as chair of the NAIFA Governance Committee and was a member of the NAIFA Finance Committee.

Topics: Advocacy Awards IFAPAC
3 min read

Harry Hoopis to Receive the 2022 John Newton Russell Memorial Award

By NAIFA on 10/7/22 10:32 AM

NAIFA is proud to announce Harry P. Hoopis, CLU, CHFC, Chief Executive Officer of the Hoopis Performance Network and a renowned entrepreneur, leader, and speaker is the recipient of the 81st annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. NAIFA President Lawrence Holzberg, LUTCF, LACP, announced Hoopis’s selection during the 2022 Q4 State of NAIFA webinar. Hoopis will be celebrated and formally receive the award at NAIFA’s National Leadership Conference in Washington, D.C., on November 14.

Topics: Awards Industry News Press Release
2 min read

Loyal NAIFA Member Gilbert Mares Wins the Will G. Farrell Public Service Award

By NAIFA on 6/3/22 10:39 AM

Congratulations to loyal NAIFA member Gilbert Mares, MPA, LUTCF, 2022 winner of the prestigious Will G. Farrell Public Service Award!

Topics: #NAIFAProud Awards Leaders Membership
5 min read

Steve Walker Harnesses a Competitive Spirit to Do His Best for His Clients

By Ronan Friend and Mark Briscoe on 2/22/22 10:09 AM

Not every successful financial professional was a two-time All-Conference quarterback at North Dakota State University. But Steve Walker, LUTCF, a loyal NAIFA member since 2009, believes some of the traits that made him a standout for the Bison on the football field have contributed to his success as Vice President and Senior Insurance Consultant with Gate City Insurance Agency in Fargo, ND. They also make him a worthy recipient of Advisor Today’s Four Under 40 award.

Topics: Awards
6 min read

Early Influences Led to a Rewarding Professional Life for Joanna Dellosa

By Ronan Friend and Mark Briscoe on 2/10/22 11:16 AM

Joanna Dellosa, LUTCF, FSS, RICP, CLU, LACP, a loyal NAIFA member since 2012, has fond memories of her father heading out to his office each day with his briefcase in hand. She recalls thinking at a very young age, “I want one of those, too. I’d look so professional with a briefcase.”

Her father was an insurance agent, and Dellosa’s early impressions of him created an image that influenced her career decisions later in life. “I had that idea in my head,” she said, “I am open to the idea of becoming an agent.”

Topics: Awards
5 min read

Doing What’s Best for His Clients and Family Drives Cal Anderson to Succeed

By Ronan Friend and Mark Briscoe on 2/8/22 1:55 PM

Cal Anderson, CLU, CFP, always knew he wanted to own his own business but wasn’t sure what field was right for him. After graduating from Valdosta State University, he joined MassMutual and learned everything he could about the insurance industry while working towards his CFP designation. After five years, he was ready to grow and joined an independent advisory firm, Financial Network Associates, which offered comprehensive financial planning services. In 2016, the firm’s owner, Bill Youngblood, retired and Anderson took over the business, officially becoming his own boss.

Topics: Awards
2 min read

NAIFA Quality Award Winners Announced

By NAIFA on 1/19/22 3:00 PM

NAIFA has recognized more than 1,000 recipients of the 2021 NAIFA Quality Awards (NQA). NAIFA Quality Awards recognize the best of our membership, the hallmark of outstanding client care for advisors. Originally created in 1945 as the National Quality Award, the award focused on recognizing outstanding performance for life insurance agents. While the award has been updated and modernized, the NQA still adheres to its core foundation, to focus on quality of care and not only on production numbers.  

Topics: Awards Press Release
1 min read

Jill M. Judd Receives the 2021 Norman G. Levine Distinguished Service Award

By NAIFA on 12/17/21 2:22 PM

The winner of NAIFA-CA's Norman G. Levine Distinguished Service Award is Jill M. Judd, LUTCF, FSS, RICP. Judd is a Past President of NAIFA-CA and NAIFA-National. She has been a State Farm Agent serving her community in Capitola, California, for the past 20 years.

Topics: Awards Press Release
3 min read

Robelynn H. Abadie Receives the 2021 John Newton Russell Memorial Award

By NAIFA on 12/7/21 3:00 PM

NAIFA is proud to announce Robelynn H. Abadie, CAP™, CHRS, LUTCF, CSA, RFC, RDA™, Founder and Owner of Abadie Financial Services (AFS), LLC, an insurance and financial services agency in Baton Rouge, LA, is the recipient of the 80th annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. Abadie received the award at NAIFA’s National Leadership Conference in Washington, D.C., on December 6.

Topics: Awards Press Release

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