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FINANCIAL LITERACY MONTH

1 min read

NAIFA Expands Its Leadership in Life Institute Product Line

By NAIFA on 4/21/21 8:29 AM

NAIFA is proud to announce the general availability of its online version of the Leadership in Life Institute (LILI) program. The online version of LILI is a new extension of the product line that allows for participants to undertake the six-month program without the need to travel.

Topics: Press Release Leaders
2 min read

Ameritas and NAIFA to Grow Leaders Through Financial Services Advocacy

By NAIFA on 3/3/21 12:26 PM

Ameritas and NAIFA are teaming up to advance the careers of rising stars in the financial services industry. This initiative will engage Ameritas qualifying financial professionals in financial services advocacy by helping to build broader networks and leverage new pathways to grow their careers.

“NAIFA is the nation’s leading governmental advocacy group for the financial services industry. This program engages the next generation of industry leaders and supports their development as a voice for our clients at the state and national levels” said Kevin Mayeux, NAIFA Chief Executive Officer. “Engaging in the conversation is key to understanding and responding to the forces that shape our business. Elevating financial professional careers – that’s what this initiative is all about.”

Ameritas Growth Leaders (AGL) will be the focus of this project. AGL is an exclusive study group for the next generation of financial service industry leaders. Qualifying financial professionals for this opportunity are in their first ten years in the financial services industry.

Qualifying agents will receive:

  • Membership: Complimentary NAIFA membership courtesy of Ameritas.
  • Mentorship: NAIFA mentors will provide resources and foundational courses for career success.
  • Advocacy training: Learning will focus on building relationships with legislators and financial services advocacy for clients.
  • Recognition: Spotlight features aimed to elevate professional presence with clients and prospects.

“Strengthening the next generation of leaders in financial services is mission critical for our industry,” said Shannon Berry, Ameritas Second Vice President – Practice Management. “We take pride and inspiration from our relationships with industry trade organizations. Ameritas and NAIFA are thrilled to be bringing this valuable new program to our industry’s emerging leaders.”

Ameritas and NAIFA will hold a virtual information session with qualifying AGL members to outline the details of this career advancing opportunity.

Learn more about how wealth managers can represent Ameritas by visiting our website.

Topics: Talent Development Center Press Release Leaders
2 min read

NAIFA-New York Elects Leadership for 2021

By NAIFA on 2/19/21 5:00 PM

NAIFA-NY has selected a new slate of officers to serve on its Board of Directors for 2021. The board is comprised of NAIFA members who bring a wealth of industry and association experience to their leadership roles. They will chart the course for the chapter’s 1,100 members over the coming year with a strong emphasis on state government advocacy.

Topics: Leaders New York
1 min read

NAIFA President Tom Michel Interview Featured in InsuranceNewsNet

By NAIFA on 2/2/21 2:31 PM

How did NAIFA President Tom Michel adjust his practice to cope with COVID-19? What is his vision for recruiting a new, diverse generation of producers into the insurance and financial services profession? Tom answers these questions and provides insights into his successful 35-year career as well as his plans for the future of NAIFA in an interview with  Publisher Paul Feldman

Topics: Leaders
2 min read

Legendary NAIFA Leader Jack E. Bobo Has Passed Away

By NAIFA on 1/28/21 11:13 AM

The National Association of Insurance and Financial Advisors (NAIFA) was sad to learn that Jack E. Bobo, CLU, FLMI, passed away on January 15, 2021, in Phoenix. Bobo was a legendary producer and leader in the life insurance industry who contributed the wealth of his talents and hard work to foster NAIFA’s success over several decades of his service.

Topics: NAIFA Press Release Leaders
2 min read

Thomas Michel of Los Angeles Is NAIFA’s 2021 President

By NAIFA on 12/23/20 10:46 AM

Thomas O. Michel, LACP, the Managing Director of Michel Financial Group in Los Angeles is the 2021 President of the National Association of Insurance and Financial Advisors (NAIFA).

Topics: Press Release Leaders
1 min read

Aprilyn Chavez Geissler Named a Woman to Watch

By Suzanne Carawan on 12/9/20 12:34 PM

NAIFA is pleased to announce the recognition by InvestmentNews of Aprilyn Chavez Geissler as a 2020 Woman to Watch. Aprilyn Chavez Geissler is one of our favorite NAIFA leaders who gives tirelessly to NAIFA Nation. From her work as a National Trustee, her work on the Diversity, Equity, & Inclusivity task force and her leadership at Gateway Financial Group as the first female Executive Vice President. Through Aprilyn's leadership at Gateway, Gateway Financial Group also became a supporter of our financial literacy initiative through financialsecurity.org.

Topics: women Award Winners Leaders
2 min read

Midwest Legacy Group’s Christopher Gandy Named to NAIFA Board of Trustees

By NAIFA on 12/9/20 11:43 AM

NAIFA 2021 President Thomas O. Michel has announced the appointment of Christopher L. Gandy, Founder and Chief Executive Officer of Midwest Legacy Group (OneAmerica) in Lisle, IL, to serve on the 2021 NAIFA Board of Trustees.

Topics: Press Release Leaders
3 min read

NAIFA Announces 2021 Executive Leadership and Board of Trustees

By NAIFA on 11/23/20 1:48 PM

Thomas O. Michel of Los Angeles will lead the association as President; Cammie K. Scott of Arkansas will continue her service in the role of Immediate Past President.

Topics: NAIFA Press Release Leaders
1 min read

NAIFA Kicks Off Weeklong Leadership Training for Association Volunteers

By NAIFA on 10/19/20 4:28 PM

NAIFA kicked off its week-long leadership training for state and local chapter leaders. NAIFA President Cammie Scott welcomed attendees to the virtual program.

Topics: NAIFA Events Leaders

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