Paul Dougherty is a Board Member for Life Happens, a nonprofit organization focused on education based on unbiased opinions about insurance. He has been an insurance agent for nearly 25 years and is a former President, Secretary, and Trustee for NAIFA (National Association of Insurance and Financial Advisors).
30 min read
The Benefits of Connecting With Professionals With Paul Dougherty
By Advisor Today on 11/2/22 5:00 AM
Topics: Life Happens NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan State Farm Paul Dougherty
28 min read
Commitment and Education With Brian Ashe
By Advisor Today on 10/12/22 6:00 AM
Brian Ashe is the President of Brian Ashe and Associates, Ltd., and a financial professional for Equitable Advisors. He has been a NAIFA member for 51 years and served as the President of the DuPage County Chapter. Since 1969, Brian has assisted clients with life, health, disability, annuity, and equity products in the insurance and investment business. His work concentrates on estate conservation, retirement planning, employee benefits, and business insurance strategies. Brian specializes in business continuity, transition, succession planning, executive benefits, and estate and legacy planning.
Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Ashe and Associates, Ltd. Equitable Advisors DuPage County Chapter The Business Strategies Group of Illinois
36 min read
Creating Successful Leaders With Tom Michel
By Advisor Today on 10/5/22 6:00 AM
Tom Michel is the Immediate Past President of NAIFA (National Association of Insurance and Financial Advisors), where he has been a member since 1986. He is the Managing Director of Michel Financial Group, where he and his wife have over 70 years of combined experience in the industry. His prior experience includes working as the Managing Partner for New York Life Insurance Company and as a General Agent for UNIFI Companies.
Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Tom Michel
28 min read
On the Path to Excellence and Financial Empowerment With Brian Haney
By Suzanne Carawan on 9/28/22 5:00 AM
Brian Haney is the Founder and CEO of The Haney Company, an insurance agency with a mission committed to providing high-quality financial services to its clients. Brian and his father, Allen, combined their independent practices into a full-service multi-line business that offers personalized financial advice and guidance. Brian is also NAIFA’s 2018 Diversity Champion, an author, an association expert, and a financial advisor.
Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan Brian Haney The Haney Company
29 min read
Empowering Strategies for a Better Tomorrow with Kevin Mayeux
By Suzanne Carawan on 9/21/22 5:00 AM
Kevin Mayeux is the CEO of NAIFA (National Association of Insurance and Financial Advisors), the premier professional home for agents and advisors. With immense leadership experience in international and domestic organizations for over 20 years, Kevin has been a strong advocate for organizational efficacy that brings exceptional results. He focuses his efforts on helping leaders achieve strategic financial success by sharing his expert opinion and building meaningful relationships with organizations and communities.
Topics: NAIFA Podcast Advisor Today Chris Gandy Suzanne Carawan
37 min read
Growing and Establishing Your Brand at NAIFA With Suzanne Carawan
By Suzanne Carawan on 8/31/22 5:00 AM
Suzanne Carawan is the Vice President of Marketing and Communications at The National Association of Insurance and Financial Advisors (NAIFA), the premier professional home for agents and advisors. She has more than a decade of experience working in fast-growth tech companies in social networking, events, CRM, and virtualization. She is passionate about establishing and growing technology companies globally and leverages her social and high-tech digital marketing background to provide insightful commentary to audiences worldwide.
Suzanne holds an MBA in management of global information and high-tech marketing from the Kogod School of Business at American University and an MPH in international health economics and social marketing and research design from Tulane University. She also received her BA in philosophy with minors in biology and government and politics from the University of Maryland.
Topics: NAIFA Podcast Advisor Today Chris Gandy Dr. Jeremy Weisz Suzanne Carawan
35 min read
Grassroots & Relationships With NAIFA’s Andrew Holt
By Suzanne Carawan on 8/24/22 5:00 AM
Andrew Holt is the Government Relations and Grassroots Manager at the National Association of Insurance and Financial Advisors (NAIFA). NAIFA works on behalf of its members to promote a favorable regulative environment, provide professional education services, and ensure ethical professional conduct for insurance and financial advisors.
Andrew spent several years of his career in the political arena, getting his start as an intern for a senate race in South Carolina, where he found his passion for connecting voters with elected officials. This eventually led to his current position at NAIFA, where he influences public and elected officials on legislative priorities, engages volunteers in grassroots efforts, and leads grassroots lobbying efforts at the state level.
Topics: NAIFA Podcast Advisor Today Chris Gandy BetterWealth Rise25 Chad Franzen Andrew Holt
22 min read
Becoming a Successful Financial Advisor With Chris Gandy
By Suzanne Carawan on 8/17/22 5:00 AM
Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.
Chris played professionally for the Chicago Bulls, the San Antonio Spurs, and in L'Hermaine, France, after playing for the Fighting Illini at the University of Illinois. After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.
Topics: NAIFA Podcast Advisor Today Chris Gandy Midwest Legacy Dr. Jeremy Weisz Rise25
23 min read
Building Legacies Through Financial Planning With Chris Gandy
By Suzanne Carawan on 8/10/22 5:00 AM
Chris Gandy is the Founder of Midwest Legacy Group LLC, a boutique concierge insurance group for executives, professional athletes, physicians, business owners, and entrepreneurs. It focuses on the client's interests in the areas of wealth accumulation, wealth preservation, retirement strategies, insurance, asset protection, and investments.
Chris played professionally for the Chicago Bulls, the San Antonio Spurs, and in L'Hermaine, France after playing for the Fighting Illini at the University of Illinois. After the NBA, Chris worked as a Representative for Northwestern Mutual Financial Network, the APEX Consulting Group LLC, and was the Senior Vice President of Sales at MassMutual Chicago.
Topics: NAIFA Podcast Advisor Today Chris Gandy Midwest Legacy Dr. Jeremy Weisz Rise25
36 min read
How Did Caleb Guilliams Become the Youngest Person to Run a Life Insurance Unit in History at a Bank?
By Suzanne Carawan on 8/1/22 5:00 AM
Caleb Guilliams is the Founder and CEO of BetterWealth, a company that helps people gain control over their money today while maximizing their future wealth potential. At an early age, Caleb read every financial book he could get his hands on. Now, he’s one of the youngest leaders in the industry and is quickly becoming “the new face of finance.” Caleb is the Author of The AND Asset, hosts the BetterWealth podcast, and is on a mission to impact as many lives as possible.