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NAIFA Members Serve Main Street USA

1 min read

NAIFA 2022 National Leadership Nominees Announced

By NAIFA on 10/4/21 3:33 PM

NAIFA has issued a press release announcing the Governance Committee's nominees for candidates to run for the 2022 NAIFA Board of Trustees and Secretary. The new leadership will be elected in December and will serve along with incoming NAIFA President Lawrence Holzberg and President-Elect Bryon Holz.

Topics: Leaders
2 min read

Adam Sachs Honored as Q2 2021 Membership Hard Hat Recipient

By Emily Cabbage on 9/2/21 6:15 PM

Adam Sachs, CFP, CLU, ChFC, CLTC, AIF, a Financial Advisor with Centinel Financial Group, LLC, was recently named NAIFA's Q2 Membership Hard Hat recipient. Adam is a loyal member since 1994 and is currently serving as Massachusetts Membership Chair. Working side by side with his membership team they mapped out an annual plan, complete with goals and expectations of the committee, and distributed it with much success.

Topics: Leaders
5 min read

9 Tips for Communicating Decisions You Don’t Agree With

By Insperity on 8/26/21 3:45 PM

A change in business hours, layoffs, a reduction in benefits, a department reorganization, an elimination of bonuses, elimination of casual Fridays: Change in business is as relentless as it is inevitable.

Topics: management Leaders Potential Partners for Advisors
1 min read

NAIFA Governance Committee Considering Candidates for the 2022 Board of Trustees

By NAIFA on 7/6/21 8:49 AM

The NAIFA Governance Committee is accepting nominations for members who wish to be considered as candidates for the 2022 NAIFA Board of Trustees and Secretary.

Topics: NAIFA Leaders
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

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