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May Is Disability Insurance Awareness Month

 

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
3 min read

Meet Loyal NAIFA Member Jay Meneely

By Ronan Friend on 5/13/22 10:00 AM

Lifetime Financial Group Owner Jay Meneely, LUTCF, has been a loyal NAIFA member since 1983 when the organization was still the National Association of Life Underwriters (NALU). Throughout the years, he’s seen the impact of his work and advocating for Main Street USA.

Like many, Meneely joined the insurance industry almost by accident. He was working in retail management and ran into his insurance agent at the gym. Meneely’s agent recruited him into the business and, 42 years later, Meneely has no intention of stopping any time soon.

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

Meet Loyal NAIFA Member Kameron Caldwell

By Ronan Friend on 5/11/22 10:00 AM

Kameron Caldwell, President and CEO of Caldwell Wealth Management, is dedicated to protecting families and advocating for Main Street USA.

Getting Started

When a friend first approached Caldwell to become a life insurance agent, he wasn’t interested. He thought it would be too hard, but his friend encouraged him, saying, “You’ve got the gift of gab; you’re good at sales. Why not give it a try?” Caldwell agreed to enroll in an apprentice course and take the exam to become an insurance broker. He failed the exam on his first try, but that only fueled his determination. He kept studying and, the next time he took the test, he passed.

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

 Meet Loyal NAIFA Member Sheryl Hickerson

By Ronan Friend on 5/9/22 10:00 AM

In 1993, Sheryl Hickerson faxed her resume to MassMutual—by accident. But they called her back and offered her an interview. Nearly 30 years later, it’s the best mistake she’s ever made. 

Serving Main Street USA

Hickerson is the founder and CEO of Females and Finance, a private vetted community that offers support for hiring, mentoring, training, and advancing women. In her practice, Hickerson is especially passionate about helping families. “Women are often the glue in families,” she begins. “I’ve seen far too many friends displaced from their homes because of a lack of insurance.” With so many advisors focused on high-net-worth individuals, the industry doesn’t have nearly enough advisors focused on Main Street Americans, she says.

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

Meet Steve Cain of NAIFA Partner LTCI Partners

By Ronan Friend on 5/2/22 10:00 AM

Steve Cain is a self-described “LTC insurance nerd” dedicated to being a lifelong learner and advocating for Main Street USA.

Getting Started

A 25-year veteran of the insurance industry, Cain started his insurance career after playing two years of minor league baseball. When he returned home to Los Angeles, he took a temporary job providing support for a company specializing in long-term care (LTC) insurance. He learned about LTC from his job, but he learned its value from watching his mother handle LTC events for both of her parents. He saw the impact dealing with LTC without proper planning had on her and knew he needed to help families like his own.

Topics: Long Term Care LTCI Member Spotlight Member Profile Loyal Member Loyal Member Profile insurance
5 min read

Meet Loyal NAIFA Member John Raley

By Ronan Friend on 4/27/22 10:00 AM

John Raley, LACP, FSCP, CLTC, MBA, has served Main Street USA for over 40 years and looks forward to many more. 

Getting Started 

Fresh out of college, Raley knew he wanted to go into the insurance industry. There was just one problem—none of the insurance agencies were hiring new college grads. They wanted to hire established members of the community because that’s the way it had always been done. But Raley wasn’t deterred. When he interviewed with American Family Insurance, he said to the hiring manager, “If I was successful and I became a manager like you, basically you're telling me that you really don't have any control over who you hire, who you surround yourself with.” The hiring manager called Raley back the next day and offered him a job. Over 40 years later, Raley's still with the company that took a chance on him when no one else would. 

Topics: Life Insurance Member Spotlight Member Profile Loyal Member Loyal Member Profile insurance
2 min read

Meet Loyal NAIFA Member Bruce Palmieri 

By Ronan Friend on 4/22/22 10:00 AM

When Bruce Palmieri, CLU, ChFC, CFP, applied for a life insurance policy in 1990, he didn’t expect to find a career—but that’s just what happened. His Northwestern Mutual advisor recruited him into the business and, over 30 years later, Palmieri is a stalwart of the insurance and financial services industry. 

Serving Main Street USA

Palmieri primarily works with clients who are looking to retire soon and want to make sure they have their finances in order. He helps them plan for the future, delving into the details of their retirement accounts, employee benefits, life insurance, long-term care planning and more. By taking a holistic approach to each client’s unique circumstances, he’s able to help them build a strategy that works for them.

Topics: Disability Insurance Long Term Care Life Insurance Member Profile Loyal Member Loyal Member Profile
3 min read

Meet Loyal NAIFA Member John Becker

By Ronan Friend on 4/20/22 10:00 AM

John Becker, MBA, CMFC, is a self-described people person and analytics nerd. It’s the perfect combination for a career that requires both empathy and financial acumen.

Getting Started

While studying for his MBA at the University of Florida, Becker knew he wanted a career in financial services. He considered becoming a financial analyst but decided against it. As an analyst, he would exclusively manage assets for high-net-worth individuals. He wanted to make an impact on Main Street Americans, so he decided to become a financial advisor instead.

Topics: Life Insurance Financial Planning Member Member Spotlight Loyal Member Loyal Member Profile insurance
4 min read

Meet Loyal NAIFA Member Jack Hawk

By Ronan Friend on 4/18/22 10:00 AM

John (Jack) Hawk, LUTCF, FSS, LACP, learned the value of life insurance at an early age. When his mother was 3 months pregnant with him, his father was killed in a car accident. Hawk’s great-grandfather had passed three days earlier. As neither had life insurance, the family had to deal with financial uncertainty while grieving two devastating losses.

Hawk admits he got lucky—his mother remarried when he was a year old, and Jack and his siblings were raised in a middle-class household. “I was this close to that not happening,” he says. “We got this opportunity because of stepdad.”

Topics: Life Insurance Financial Planning Member Profile Loyal Member Loyal Member Profile insurance
4 min read

Meet Loyal NAIFA Member Jonathan Matrullo

By Ronan Friend on 4/13/22 10:00 AM

Baystate Financial's Jonathan Matrullo believes in the power of mentorship, community, and advocating for insurance and financial professionals and their clients. 

When Matrullo was considering career paths while in graduate school, becoming an insurance agent or financial advisor never crossed his mind. That changed when his brother was applying for life insurance. When the insurance agent asked his brother what was important to him, his brother responded, “my family.” 

From that conversation, the agent shared that their office was expanding, and suggested Matrullo apply. He agreed to learn more and soon realized that the insurance and financial services industry is more than just life insurance—it's comprehensive financial planning for the future. That’s when he decided to start his career at New York Life.

Topics: Member Member Profile Loyal Member Loyal Member Profile

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