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2 min read

NAIFA Welcomes New Member Nathan G. James

By Ronan Friend on 9/26/22 10:00 AM

Nathan James always knew he wanted to make a career helping people, so when a friend introduced him to NAIFA-AK Past President Nathan McKay, he knew he had found the right place. Two years later, he is creating customized strategies to help individuals and families reach their retirement goals as a New York Life Insurance Co. agent. 

Topics: Member Spotlight Member Profile New Member Profile
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, Equity & Inclusion Member Spotlight Member Profile Loyal Member Profile
2 min read

NAIFA Welcomes New Member Matt Georgopulos

By Ronan Friend on 8/29/22 10:00 AM

Since he started his insurance and financial services career in 2006, Matt Georgopulos, LACP, has done it all—underwriting, futures trading, rock band management, and more.  Now, he specializes in helping families find the right home, auto, and life insurance. 

Topics: Member Spotlight Member Profile New Member Profile
1 min read

NAIFA’s Holz and Kagawa Take Their Thought Leadership to a Global Stage

By NAIFA on 8/29/22 9:54 AM

NAIFA leaders Bryon Holz, ChFC, CLU, LACP, and Stephen Kagawa, FSS, LUTCF, LACP, are presenting at the 2022 MDRT Global Conference in Sydney, Australia. Sharing their industry knowledge and experience with a global audience, Holz is NAIFA’s 2022 President-Elect and Kagawa, NAIFA’s 2020 Diversity Champion, is a member of NAIFA’s Diversity, Equity, and Inclusion Council.

Topics: Member Spotlight Leaders
4 min read

NAIFA Welcomes New Member Scott Gulledge

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

For HealthMarkets insurance agent Scott Gulledge, it’s all about problem-solving. He knows that health insurance is one of the biggest expenses for families and business owners and he works every day to find the best price for the coverage his clients need. 

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

NAIFA Welcomes New Member Ryan Mulholland

By Ronan Friend on 8/15/22 10:00 AM

When Ryan Mulholland was young, his father told him that he should sell insurance. But it would take years of hard work—and no small amount of serendipity—for him to begin his career as an insurance agent. Now in his second year as a State Farm agent, he loves his work because he helps protect families every day. 

Topics: Member Spotlight Member Profile New 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 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
3 min read

Meet Loyal NAIFA Member Brian Falconer

By Ronan Friend on 7/11/22 10:00 AM

Brian Falconer, LUTCF, is a Managing Partner at Securian Advisors of New England with a heart for serving Main Street USA and mentoring the next generation of financial professionals.

Getting Started

Brian Falconer says that when he was growing up in Portsmouth, NH, financial literacy was non-existent in his family. His grandparents were immigrants from Ireland, Scotland, and Italy, and none of them graduated from high school. When he attended Fordham University, he became the first in his family to attend college. He had always been good at math but found that majoring in accounting wasn’t for him. When he took courses and finance and economics, however, he found his passion and graduated with a major in finance and a minor in economics.

Topics: Member Spotlight Member Profile Loyal Member Profile

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