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2 min read

Kathleen Owings Honored as 2024 NAIFA Young Advisor Team Leader of the Year

By NAIFA Membership on 8/29/24 2:47 PM

The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce that Kathleen Owings has been named the 2024 Young Advisor Team Leader of the Year. This award celebrates outstanding leadership, dedication, and impact within the financial advisory industry, recognizing individuals who exemplify the highest standards of excellence.

Kathleen Owings, a graduate of the United States Military Academy at West Point in 2000, began her career as an active-duty officer in the Army Corps of Engineers, earning the Bronze Star for meritorious service in a combat zone. She served at Fort Hood, Texas; Fort Carson, Colorado; and overseas on multiple tours of duty.

Kathleen began her career in the financial services industry in 2007 and is one of the owners of Westbilt Financial Group in Colorado Springs, Colorado. She truly believes that being a financial advisor is her calling, not just a job. Kathleen is also the author of Put Your Money to Work: A Woman's Guide to Financial Confidence, empowering women to take control of their financial futures.

Topics: #NAIFAProud Awards Leadership YAT Press Release Colorado
2 min read

Winovich, Tostado, Scott, and Roper Named  Advisor Today’s 4 Under 40 Winners for 2024

By Suzanne Carawan on 7/29/24 4:21 PM

The award recognizes NAIFA members who achieve extraordinary professional success before age 40 and will be awarded at the combined Apex and National Leadership Conference in September 2024.

Topics: 4 Under 40 Leadership Advisor Today Press Release
2 min read

Let's Get Together at Apex and NLC

By NAIFA on 7/11/24 11:06 AM

One of the great things about NAIFA is that it gives insurance and financial professionals opportunities to network and share ideas with the best of the best. Our Apex event and National Leadership Conference attract top professionals and volunteer leaders from across our association and across the country.

This year, Apex and NLC (including the popular Belong awards gala) are combined as spectacular three-day event, September 19-21, at the Arizona Biltmore. Don’t miss out. Register today!

Topics: Practice Management Leadership Apex NLC
2 min read

Grow Your Network and Build Professional Success at NAIFA's 2024 Apex Conference

By NAIFA on 6/24/24 3:01 PM

The early registration discount for NAIFA's 2024 Apex conference has been extended through July 8. Act now so you don't miss out on the savings!

Topics: Leadership Apex
38 min read

Listener or Looker: Understanding Yourself So You Can Understand Your Clients

By NAIFA on 10/11/23 5:04 PM

Lynne Franklin

Lynne Franklin is a persuasion expert, leadership communication consultant, coach, author, and TEDx speaker. As a neuroscience nerd, she studies how the brain works and how to use the findings to better connect with anyone and lead without manipulation. Since the inception of her communications practice in 1993, Lynne has worked with organizations that want to use persuasive communication skills to increase their performance, productivity, and profits. 

Topics: Sales & Marketing Leadership Podcast
3 min read

NAIFA Announces Candidates Nominated for 2024 National Leadership Roles

By NAIFA on 10/5/23 12:30 PM

NAIFA’s Committee on Governance has nominated Christopher L. Gandy, LACP, Founder of the Midwest Legacy Group in Lisle, IL, to be the 2024 NAIFA Secretary. A current member of NAIFA’s Board of Trustees, Gandy has been a loyal NAIFA member since 2003. As incoming Secretary, Gandy will be in line to serve as President-Elect in 2025 and President in 2026.

Topics: Leadership Press Release
5 min read

For NAIFA Member Jennifer Hodges, Success Is in the Cards

By Mark Briscoe on 8/9/23 10:26 AM

If it’s Tuesday after business hours, you’ll probably find Jennifer Hodges, LACP, CIC, at the local American Legion post in her regular place at the $10 poker game she’s been a part of for the past five years. But if you ask her about her poker face, she might hesitate.

Topics: Property & Casualty Insurance Leadership Loyal Member Profile Missouri
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.

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.

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.

Topics: Leadership

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Educational Webinar 11-12-2024
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