Call for Nominations: 2026 NAIFA Quality Award
Application Deadline: June 30, 2026
2 min read
Call for Nominations: 2026 NAIFA Quality Award
By NAIFA on 3/10/26 11:22 AM
Topics: Awards NAIFA Quality Award
2 min read
NAIFA Selects James Lammers as the Kenneth Black Jr. Leadership Award Winner
By NAIFA on 2/26/26 11:27 AM
The Omaha, Nebraska financial professional has served as an inspirational leader within NAIFA and the Society of Financial Service Professionals.
Topics: Awards Press Release
2 min read
O’Connell and Potts Are 2025 NAIFA Diversity Champions
By NAIFA on 10/13/25 10:47 AM
NAIFA is pleased to recognize two Diversity Champions for 2025: Danny O’Connell, LACP, of Dallas, Texas, and Christopher Potts, Sr., of Rock Hill, South Carolina. O’Connell and Potts will be honored along with other NAIFA award recipients at the 2025 Belong awards dinner on October 14 in Arlington, Virginia.
Topics: Awards Press Release
3 min read
Limongelli, Owen, Porter, and Sayyad Named NAIFA’s Advisor Today 4 Under 40 Award Winners
By NAIFA on 10/9/25 1:58 PM
NAIFA’s Advisor Today is pleased to announce the winners of its annual 4 Under 40 awards: Nicholas Limongelli, CLU, of NAIFA-New York; S. Grayson Owen, CLU, REBC, of NAIFA-Georgia; Carson Porter, CFF, FSS, RICP, LUTCF, CHLU, of NAIFA-Nevada; and Rachel Sayyad of NAIFA-Maryland.
Topics: Awards Press Release
2 min read
Shane Westhoelter Is NAIFA’s 2025 Terry Headley Lifetime Defender
By NAIFA on 9/22/25 4:41 PM
NAIFA is proud to announce that Shane Westhoelter, AEP, CLU, LUTCF, LACP, the Founder and CEO of Gateway Financial Advisors, LLC., Gateway Insurance Group, Inc, and Gateway Insurance & Financial Services, LLC in Albuquerque, N.M., is the 2025 recipient of NAIFA’s Terry Headley Lifetime Defender Award.
Topics: Advocacy Awards Press Release
2 min read
NAIFA-Texas President Rick Demko to Be Honored as YAT Leader of the Year
By NAIFA on 9/10/25 9:31 AM
The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce that Richard “Rick” Demko, CLU, ChFC, RICP, AEP, LUTCF, LACP, has been named the 2025 Young Advisor Team Leader of the Year. This award celebrates outstanding leadership, dedication, and impact within the financial advisory industry, recognizing individuals who exemplify the highest standards of excellence.
Topics: Awards Press Release Leaders
4 min read
Five NAIFA Legends to Be Honored as Hall of Fame Inductees
By NAIFA on 8/13/25 12:54 PM
NAIFA is pleased to announce five new inductees into the NAIFA Hall of Fame. The NAIFA Board of Trustees authorized the creation of the Hall of Fame last year to recognize and celebrate members whose extraordinary service and contributions represent the legacy of the most accomplished, impactful, and inspirational members of the NAIFA family.
The 2025 NAIFA Hall of Fame Inductees are:
- Peter C. Browne, LUTCF*
- Ben Feldman*
- Terry K. Headley, LUTCF, FSS, LIC*
- Robert M. Nelson, CLU, LUTCF, FSS
- Lester A. Rosen*
Topics: Awards Press Release
4 min read
NAIFA Past President Robert Miller to Receive the Life Insurance Industry’s Highest Honor
By NAIFA on 8/1/25 8:38 AM
Robert A. Miller, M.S., M.A., of New York City and Vero Beach, Florida, a retired Managing Partner at Miller-Pomerantz Insurance and Financial Services in New York City and NAIFA Past President, has been selected as the 2025 John Newton Russell Memorial Award recipient. 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. Miller will be celebrated and formally presented the award at NAIFA’s Belong Dinner, October 14 in Arlington, Virginia.
Topics: Awards Press Release Leaders
1 min read
The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin
By NAIFA on 2/6/25 3:26 PM
Mike McGlothlin, CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage, is the 2024 recipient of the Kenneth Black Jr. Leadership Award. McGlothlin manages a staff of more than 65 employees and has maintained a 90% retention rate. Under his leadership, more than 25 employees have bolstered their professional skills and received in-house promotions. The team has achieved a remarkable 300% growth over six years.
Topics: Awards Press Release FSP
2 min read
Kathleen Owings Honored as 2024 NAIFA Young Advisor Team Leader of the Year
By NAIFA Membership on 8/29/24 2:47 PM
The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce that Kathleen Owings has been named the 2024 Young Advisor Team Leader of the Year. This award celebrates outstanding leadership, dedication, and impact within the financial advisory industry, recognizing individuals who exemplify the highest standards of excellence.
Kathleen Owings, a graduate of the United States Military Academy at West Point in 2000, began her career as an active-duty officer in the Army Corps of Engineers, earning the Bronze Star for meritorious service in a combat zone. She served at Fort Hood, Texas; Fort Carson, Colorado; and overseas on multiple tours of duty.
Kathleen began her career in the financial services industry in 2007 and is one of the owners of Westbilt Financial Group in Colorado Springs, Colorado. She truly believes that being a financial advisor is her calling, not just a job. Kathleen is also the author of Put Your Money to Work: A Woman's Guide to Financial Confidence, empowering women to take control of their financial futures.


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