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June Is National Annuity Awareness Month

3 min read

Bryon Holz & Associates in Brandon, FL, Is a NAIFA 100% Agency

By NAIFA on 1/31/23 12:39 PM

The firms' advisors join the #1 professional association for financial security professionals and prepare to participate in NAIFA’s unmatched state and federal advocacy success under an agency-wide membership program.

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Bryon Holz & Associates in Brandon, FL, has become a NAIFA 100% Agency. Under the membership program, all advisors within Bryon Holz & Associates became NAIFA members and active participants in NAIFA’s grassroots advocacy programs at the state and federal levels.

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Topics: Leadership Press Release Leaders NAIFA 100% Agency

Q1 State of NAIFA Introduces 2023 NAIFA President Bryon Holz

By NAIFA on 12/13/22 10:34 AM

On January 10, join 2023 NAIFA-National President Bryon Holz, NAIFA CEO Kevin Mayeux, and NAIFA SVP of Government Relations Diane Boyle for the first State of NAIFA webinar of the new year. 

Holz, Mayeux, and Boyle will share an update on where NAIFA is as an organization, preview NAIFA's advocacy goals for the new year, and highlight the benefits available exclusively to NAIFA members.

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Topics: Leadership
1 min read

NAIFA President Lawrence Holzberg Joins Coastal Wealth as Brokerage Director

By NAIFA on 10/19/22 3:08 PM

Coastal Wealth, a leading financial services firm in the southeast, has announced the addition of Lawrence “Larry” Holzberg, LUTCF, LACP as a new Brokerage Director. He will be responsible for leading financial professionals to offer case consultation and design and positioning strategies and presentations.

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Topics: Leadership
4 min read

Meet Loyal NAIFA Member Johnny Craven

By Ronan Friend on 3/21/22 10:00 AM

Johnny Craven, LUTCF, is a stalwart of the NAIFA community and a veteran of the insurance and financial services industry.

Craven joined the insurance and financial services industry over 20 years ago, but that’s not where he started out. He spent 13 years in the grocery industry, but when one of his coworkers became an insurance agent and suggested he give it a try, he decided it was worth exploring. His coworker called Craven on a Saturday night and they planned to meet the next morning. Not realizing it was a formal interview, Craven showed up in shorts and a t-shirt and met the man who would become his boss. Fortunately, he saw potential in Craven and decided to give him a shot.

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Topics: Leadership Member Spotlight Leaders Loyal Member Loyal Member Profile
2 min read

Success Is Learned

By Customers Bank on 12/15/21 1:45 PM

When looking at a company you admire, you may question how a top executive attained their position within the organization. Typically, there is a track record of hard work and dedication to supporting the executive’s career trajectory within the industry and their company.

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Topics: Professional Development Leadership Careers in Financial Services
2 min read

Kevin Mayeux: Strategies to Position for Growth

By Jaquetta Gooden on 4/16/21 3:00 PM

In 2020, NAIFA association, founded over 130 years ago, repositioned their brand and mission to respond to market shifts and position their organization for growth. 

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Topics: Grow Your Business Leadership
3 min read

Capt. Reginald Freeman Delivers the Traits of Servant Leadership

By NAIFA on 5/22/20 3:54 PM

Reginald Freeman is the 37th Fire Chief and Emergency Management Director for the City of Hartford, Conn. He spoke to attendees at NAIFA Nation Impact Week’s Leadership Day on “Building Sustainable Success Through Servant Leadership.”

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Topics: Leadership
2 min read

Deirdre Van Nest Communicates The Importance of Emotional Connections

By NAIFA on 5/22/20 2:05 PM

Dierdra Van Nest is a communications expert who specializes in helping financial professionals boost their business and better serve consumers by making emotional connections with clients. She shared some of her insights with NAIFA Nation Impact Week’s Leadership Day participants.

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Topics: Leadership
4 min read

'Mr. Wonderful' Offers Insights on Leadership and the Markets for NAIFA Nation Impact Week

By NAIFA on 5/22/20 1:13 PM

Kevin O’Leary, a.k.a., Mr. Wonderful from TV’s “Shark Tank” program, and his business partner Connor O’Brien addressed NAIFA’s Leadership Day and spoke about the ways COVID-19 is changing business and investment strategies, and how company leadership is crucial during a crisis and at normal times.

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Topics: Investing Leadership
1 min read

Lawrence Holzberg, LUTCF, LACP Moves to Fortis Lux

By Suzanne Carawan on 5/18/20 1:50 PM

Congratulations to our NAIFA National Secretary, Larry Holzberg, who has been appointed to Director of Insurance and Advance Sales for Fortis Lux. Fortis Lux is a comprehensive financial planning firm that offers wealth management, protection, risk management, trust and estate planning advice and solutions.

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Topics: Members Industry News Leadership Press Release
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