Dennis Cuccinelli, LACP, an Independent Advisor associated with Certified Financial Services from Paramus, NJ, has received NAIFA's inaugural Annual Membership Hard Hat Award. He was presented the award by current NAIFA President Lawrence Holzberg, LUTCF, LACP, and incoming 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, November 14 in Washington, D.C., at NAIFA’s Belong awards celebration that was part of the National Leadership Conference.
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Dennis Cuccinelli Receives NAIFA’s First Annual Membership Hard Hat Award
By NAIFA on 12/13/22 1:00 PM
Topics: Awards Press Release Membership
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Adam Sachs Honored with the Inaugural NAIFA President’s Citation
By NAIFA on 11/17/22 2:31 PM
NAIFA President Lawrence Holzberg, LACP, LUTCF, is pleased to announce that Adam Sachs, CFP®, CLU®, ChFC®, CLTC, AIF®, a Financial Advisor with Centinel Financial Group, LLC, in Needham, MA, is the recipient of the inaugural 2023 NAIFA President’s Citation.
Holzberg presented the citation to Sachs on November 14 at NAIFA’s Belong awards celebration at the Omni Shoreham in Washington, D.C. in front of over 300 NAIFA members.
Topics: Awards Press Release
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NAIFA-NC Past President Roger Sims Receives Q3 Membership Hardhat Award
By NAIFA on 11/11/22 3:45 PM
We're proud to announce Roger Sims, CLU, LUTCF, has received NAIFA's 2022 Q3 Membership Hard Hat Award.
Topics: Awards Leaders Membership
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Chris Gandy to Receive the 2022 NAIFA Diversity Champion Award
By NAIFA on 10/21/22 12:01 PM
Christopher Gandy, LACP, Founder of Midwest Legacy Group in Lisle, IL, and the top-ranked producer for OneAmerica, has been recognized as the NAIFA Diversity Champion for 2022.
Gandy, a loyal NAIFA member since 2003, serves on NAIFA’s Board of Trustees, is a Past President of NAIFA-Chicagoland, and is a Co-Chair of NAIFA’s Diversity, Equity, and Inclusion (DEI) Council. He was also a member of the NAIFA 2025 Strategic Planning Committee, which developed the NAIFA 2025 strategic plan with a goal of increasing DEI in the association and industry. After four years as a student-athlete at the University of Illinois and playing several seasons of professional basketball for the Chicago Bulls and the San Antonio Spurs as well as in L’Hermaine, France, Gandy entered the insurance and financial services profession in 1999.
Topics: Diversity Awards Press Release
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Jeff Chernoff Is NAIFA’s 2022 Young Advisor Team Leader of the Year
By NAIFA on 10/20/22 12:01 PM
Jeff Chernoff, M.S., LUTCF, LACP, Vice President of Insurance and Trust in Tampa, FL, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2022.
Chernoff is the President-Elect of NAIFA-FL and has been a loyal NAIFA member since 2011. He is a graduate of NAIFA’s Leadership in Life Institute (LILI) and has remained active in the program, serving as a moderator of classes in Florida. He is a Past President of NAIFA-Tampa Bay and received that chapter’s Dick Cimino Distinguished Service Award in 2018 for his strong support of the chapter’s membership endeavors and public service projects.
Topics: Awards Press Release
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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
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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
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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
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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
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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.