Sandra McKeever, AIF, the President and CEO of Asia Pacific Financial Management Group and a loyal NAIFA member since 2014, has been named Chairperson of the University of Guam Board of Regents. She is a Past President of NAIFA-Marianas and also a former board member of the Guam Chamber of Commerce.
1 min read
Topics: Members Loyal Member
NAIFA Nation is saddened to learn that David J. Reedy, a Past President of NAIFA-New York, has passed away. Reedy joined NAIFA in 1978 and was also a Past President of NAIFA-Buffalo. He was a longtime member of Buffalo Chapter of the Society of Financial Service Professionals and the Million Dollar Round Table.
Topics: Loyal Member
5 min read
When Priscilla King was an accounting student at Mississippi State University, her first job interview was with an insurance company, but that is not when she joined the industry. After finishing her bachelor’s degree, she pursued an MBA with an emphasis in accounting. While in school, she worked in sales at RadioShack and found she liked talking to people and was very successful in selling wants. When she graduated, she became a store manager. Then, while making a deposit one day in 1997, she ran into the man who eventually recruited her to Shelter Insurance Companies, where she has been ever since.
Topics: Member Spotlight Loyal Member
4 min read
Iris Nance, LUTCF, got into the insurance and financial services industry because of a postcard. In 1997, she was working as a Real Estate Finance Credit Analyst at a local bank after more than 10 years as a Bank Examiner with the Federal Deposit Insurance Corporation (FDIC). While exploring other career opportunities that would allow quality time with her twin daughters, she received a postcard in the mail from Farmers Insurance, and the rest is history.
4 min read
For New York Life Agent Vesela Nikay, life insurance is personal. When she was 13 years old, she lost her father to cancer. Her family had to move from their home and Nikay had to move to a new school and make new friends. Protecting families from experiences like hers is why she chose a career in the insurance and financial industry. “I'm very, very passionate about life insurance, and that's what keeps me going,” she says. “If I can protect one more family today and save one more child's future, that's what motivates me.”
1 min read
On Tuesday, April 25, Joseph Chalom, CLU®, RICP®, LUTCF, LACP, presented "Financial Wellness Concepts & Career Opportunities," a webinar for all American consumers.
Chalom shared building blocks to help consumers become more financially secure, including:
- How to manage money
- How to protect money
- How to ensure financial security into retirement
Topics: Financial Literacy Leaders Loyal Member
3 min read
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.
2 min read
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.
3 min read
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.
3 min read
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.