Lawrence Holzberg, LUTCF, LACP, President of the National Association of Insurance and Financial Advisors (NAIFA) will be a featured speaker on Thursday, March 1, in St. Louis at the 2022 NAIFA-Missouri State Meeting. His remarks at the event will review the State of NAIFA and challenge insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients.
2 min read
NAIFA President Holzberg to Speak at NAIFA-MO State Meeting
By NAIFA on 3/2/22 4:09 PM
Topics: Press Release Leaders
2 min read
NAIFA President Holzberg Speaks in Texas
By NAIFA on 2/23/22 4:44 PM
Lawrence Holzberg, LUTCF, LACP, President of the National Association of Insurance and Financial Advisors (NAIFA) was a featured speaker Thursday, February 24, in Houston at the 2022 Annual State Conference of NAIFA’s Texas chapter. His remarks at the event reviewed the State of NAIFA and challenged insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients.
Topics: Press Release Leaders
3 min read
NAIFA State Chapter Presidents Take Office, Highlighting State Advocacy Influence
By NAIFA on 1/6/22 2:36 PM
NAIFA is pleased to announce that its 2022 State Chapter Presidents have taken office as of January 1. State Presidents provide leadership for their states’ advocacy team, drive their states’ grassroots influence, build participation in NAIFA state legislative days and send state representatives to NAIFA’s annual Congressional Conference in Washington, D.C.
Topics: Press Release Leaders
3 min read
NAIFA 2022 Leadership Takes Office With Lawrence Holzberg as National President
By NAIFA on 1/5/22 1:53 PM
Lawrence Holzberg, LUTCF, LACP, Managing Director and Director of Insurance and Advance Sales, at Fortis Lux Financial, in Melville, NY, (loyal member since 1990) is the 2022 President of the National Association of Insurance and Financial Advisors (NAIFA). Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates in Brandon, FL, (loyal member since 1987) is President-Elect, Thomas M. Cothron, LUTCF, Agency Manager with Southern Farm Bureau Life Insurance Company in Ocala, FL, (loyal member since 1981) is Secretary, and Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, of Veritas Financial LLC/MassMutual Financial Group in McLean, VA, (loyal member since 2001) is Treasurer. Thomas O. Michel, LACP, Managing Director of Michel Financial Group in Los Angeles (loyal member since 1986) will continue his service as Immediate Past President.
Topics: Press Release Leaders
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: Press Release 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: 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: 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.


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