NAIFA President Lawrence Holzberg, LACP, LUTCF, and President-Elect Byron Holz, CLU, ChFC, LUTCF, CASL, LACP, are representing NAIFA's Office of the President in upcoming speaking engagements around the country. NAIFA thought leaders offer insights into the state of NAIFA, the financial services industry, and the community of agents and advisors.

NAIFA Members Recognized as Forbes Top Financial Security Professionals 2022

Once again Forbes and SHOOK Research have selected the industry’s premier financial security professionals, answering the question “Would we recommend these professionals to a family member or friend?” The answer this year has resulted in 27 NAIFA members who serve Main Street USA by actively promoting financial literacy in their clients’ best interests and following the NAIFA Code of Ethics. You can view the list of these professionals in Advisor Today. While these professionals clearly support each of the 9 obligations in the NAIFA Code, we can be sure they are reflections of obligations 2 and 5:

NAIFA leaders Bryon Holz, ChFC, CLU, LACP, and Stephen Kagawa, FSS, LUTCF, LACP, are presenting at the 2022 MDRT Global Conference in Sydney, Australia. Sharing their industry knowledge and experience with a global audience, Holz is NAIFA’s 2022 President-Elect and Kagawa, NAIFA’s 2020 Diversity Champion, is a member of NAIFA’s Diversity, Equity, and Inclusion Council.

On August 31, join NAIFA-Past President Juli McNeely, LUTCF, CFP, CLU for “Risk Matters,” a Building Relationships Every Week (BREW) webinar from E4 Insurance.  

In this session, McNeely will share insights on how to help your clients evaluate risk and the importance of consistently analyzing risk. A loyal NAIFA member since 1996, McNeely is Past President of NAIFA-WI, a graduate of NAIFA’s Leadership in Life Institute (LILI), and a Financial Security Advocate.

NAIFA is sad to announce that Peter C. Browne, former NAIFA National Treasurer and Past President of NAIFA-NY, has passed away. Peter was a loyal NAIFA member since 1965. During his career spanning nearly six decades, he achieved phenomenal success as an advisor and agency manager, much of it with Price, Raffel & Browne, a firm he co-founded.

NAIFA CEO Kevin Mayeux, CAE, who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.

The NAIFA-FL Financial Advisors Sales Symposium featured nationally known keynote speakers, insightful educational breakout sessions, and a high-powered panel discussion by members of NAIFA’s top national leadership, including President Lawrence Holzberg, LUTCF, LACP, President-Elect Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, Secretary Tom Cothron, LUTCF, FSCP, and CEO Kevin Mayeux, CAE.

We’re proud to recognize NAIFA member Cheryl Canzanella, CLU, ChSNC, LUTCF, winner of two NAIFA 2022 Q2 awards. Canzanella won the Grand Prize in NAIFA’s Q2 Referral Contest, recruiting 17 new members. She was also honored as NAIFA’s Q2 Membership Hardhat Winner, given to a member who “lays it on the line” for NAIFA membership. 

NAIFA is sad to learn that NAIFA-Indiana Past President George "Andy" Beutter, LUTCF, FSS, LACP, passed away on July 2 in South Bend, IN. Well-loved by his community, Beutter’s passion was protecting families. He treated his clients like family and was known for his kindness, optimism, and passion for life. 

Beutter became a loyal member of NAIFA (then the National Association of Life Underwriters) in 1990. He served in many roles with NAIFA-IN, including as President from 2011-2012, Trustee, Treasurer, and member of the Government Relations Board and Committee and the State Executive Committee.

Congratulations to loyal NAIFA member Gilbert Mares, MPA, LUTCF, 2022 winner of the prestigious Will G. Farrell Public Service Award!