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NAIFA Supports Life Insurance Awareness Month

3 min read

Meet Loyal NAIFA Member Julianne Hertel

By Ronan Friend on 9/12/22 10:00 AM

In 2007, Julianne Hertel, LACP, was looking for a new career. She talked with several professionals to explore her options but found the perfect fit with New York Life. Now, she helps protect Main Street Americans with comprehensive insurance and financial planning. 

Topics: Advocacy LILI LACP Member Spotlight Leaders Loyal Member Loyal Member Profile Life Annuity Certified Professional (LACP) Program
3 min read

Meet Loyal NAIFA Member Angela White

By Ronan Friend on 9/6/22 10:00 AM

Angela White is committed to recruiting diverse talent into the insurance and financial services industry and making sure they have the resources they need to succeed.

Getting Started

After several years in sales, White took a job recruiting agents and fell in love with the industry. She’s motivated by a genuine drive to connect with people and have meaningful conversations. She seeks out underrepresented talent—women, people of color, LGBTQ+ individuals—and finds ways to set them up for success.

Topics: Diversity & Inclusivity Member Spotlight Member Profile Loyal Member Loyal Member Profile
4 min read

Meet Loyal NAIFA Member Christine Pikutis-Musuneggi

By Ronan Friend on 8/8/22 10:00 AM

As a college student, Christine Pikutis-Musuneggi, CPRC, CLTC, LACP, planned to study architecture. Her plans changed, however, when her family inherited a third-generation business and needed a financial planner to work with insurance agents, attorneys, accountants, and the other professionals required to run a business. So, Pikutis-Musuneggi changed her major to business management and became a financial planner. 

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

Meet Loyal NAIFA Member Nicholas Limongelli

By Ronan Friend on 7/18/22 10:00 AM

In 2012, Nicholas Limongelli went into the family business and joined Northeast Financial Network. Now the Director of Insurance Brokerage, Limongelli helps his clients find the right disability insurance coverage and serves as a resource for other financial advisors who sell disability insurance. 

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

Meet Loyal NAIFA Member Michael Case

By Ronan Friend on 7/6/22 10:00 AM

In 2012, Michael Case was working in sales and looking for a new career. In the process of administering his father’s estate, he was working with several financial service professionals and found their work intriguing. After a few conversations with the managing director at Northwestern Mutual, he decided to join Northwestern Mutual as a financial advisor.

Topics: Member Spotlight Member Profile Loyal Member Loyal Member Profile
4 min read

Meet Loyal NAIFA Member Heather Lindsley

By Ronan Friend on 6/27/22 10:00 AM

A financial advisor with Guided Path Financial Services and Retirement Planning, Heather Lindsley, LUTCF, RICP, LACP1, serves her community in Green Bay, WI, by building meaningful connections.

What It’s All About

Lindsley came to insurance and financial services at the suggestion of a friend, but she didn’t take the leap right away. She had young children at the time, but once they were old enough for school, she decided to give it a try. 

Topics: Member Spotlight Member Profile Loyal Member Loyal Member Profile
5 min read

Meet Loyal NAIFA Member Ryan Ballesteros

By Ronan Friend on 6/22/22 10:00 AM

When Ryan Ballesteros1 was studying Forensic Psychology at Walden University, he didn’t imagine a career helping protect families as a life insurance agent, much less becoming a Partner at New York Life. However, when his son’s mother was pregnant with their first child, Ballesteros saw the power of life insurance. His son’s grandfather passed away, leaving a death benefit to take care of his wife and six children. Ballesteros was able to pay off debt, start a savings account for his son and purchase life insurance for himself.

Around the same time, Ballesteros reached the top of his career path. He considered his New York Life agent and wondered, “What would it be like if I was walking in their shoes?” That’s when he decided to become a financial professional with New York Life, to make a real difference in the lives of families like his own.

Topics: Member Spotlight Member Profile Loyal Member Loyal Member Profile
3 min read

Meet Loyal NAIFA Member Randy Ball

By Ronan Friend on 6/6/22 10:00 AM

At 39 years old, Randall Ball, CLU, was looking for a career change and found it at Northwestern Mutual. Ball’s friend James R. Goodrich, CLU, ChFC, loyal NAIFA member since 1971, recruited him to the industry and NAIFA and Ball never looked back. 

The Keys to Success

For Ball, there are three qualities every agent and advisor should have—they should have a sense of intellectual curiosity, be a good listener, and be able to put the information they glean into a solid plan. “If you’re the only one doing the talking, it’s a bad meeting,” he says.

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

Meet Loyal NAIFA Member Steve Berg

By Ronan Friend on 6/3/22 10:00 AM

For Steve Berg, AAI, CIC, LIC, helping people always comes first—no matter what. He and his team follow one principle: “Help the people and the numbers will take care of themselves."

When Berg started his independent agency, Berg Insurance Services, it was a homecoming of sorts. After spending three years as an insurance agent, he experimented with other careers, but he always knew he’d end up in financial services. When he reached a fork in the road of his career, he knew it was the right time to come back.

Topics: Member Spotlight Member Profile Loyal Member Loyal Member Profile
3 min read

Meet Loyal NAIFA Member David Kikoen

By Ronan Friend on 5/16/22 10:00 AM

In 2007, David Kikoen, LUTCF, CLTC, RICP, was a senior account executive in the subprime mortgage business. When the Great Recession hit, he decided to transition into insurance and financial services. He admits he didn’t know much about financial planning when he started, but he learned quickly and soon thrived in his new role. Now, Kikoen is a licensed insurance agent and financial services professional with over 13 years of experience at New York Life.

Topics: Life Insurance Financial Planning Member Profile Loyal Member Loyal Member Profile insurance

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