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1 min read

Kathleen Owings Talks NAIFA, the Army, and Her Super Powers with ThinkAdvisor

By NAIFA on Jun 3, 2020 9:06:55 AM

Kathleen Owings, a West Point graduate, past president of NAIFA-CO, and co-founder of Westbilt Financial Group, talked about her service to her country, industry, and clients in an interview published in ThinkAdvisor.

Topics: Members
1 min read

Lawrence Holzberg, LUTCF, LACP Moves to Fortis Lux

By Suzanne Carawan on May 18, 2020 1:50:32 PM

Congratulations to our NAIFA National Secretary, Larry Holzberg, who has been appointed to Director of Insurance and Advance Sales for Fortis Lux. Fortis Lux is a comprehensive financial planning firm that offers wealth management, protection, risk management, trust and estate planning advice and solutions.

Topics: Members industry news leadership Press Release
2 min read

NAIFA Member Inducted into International Management Hall of Fame

By Olivia on Jan 23, 2015 9:36:42 AM

davidDavid B. Schulman, CLU, ChFC, a general agent with Massachusetts Mutual Life Insurance Company (MassMutual), has been named the 2015 inductee into the GAMA International Management Hall of Fame. Schulman will be honored during the Celebration of Excellence Banquet at GAMA’s annual LAMP conference, which takes place in March in Orlando, Florida.

Topics: Members MembershipPays
1 min read

NAIFA Member Receives Penn Mutual’s Financial Professional of the Year Award

By Ernie Halal on May 8, 2014 3:28:07 PM

ruckerJason-Ruckerbw30_150The Penn Mutual Life Insurance Company, a more than 167-year-old company, is pleased to announce that NAIFA member Jason Rucker, CFP, of Cambridge Financial Services in Chandler, Ariz., has been honored with the 2013 Financial Professional of the Year Award.

Topics: Members MembershipPays People News
2 min read

Sy Sternberg Named 2014 John Newton Russell Memorial Award Winner

By Sheila on Apr 30, 2014 9:22:49 AM

The life insurance industry’s highest honor will be presented at the NAIFA Career Conference and Annual Meeting in September as a tribute to his more than 40 years of service and contributions to the industry.

Topics: Members awards industry news MembershipPays NAIFA
1 min read

NAIFA Member Celebrates 65 Years at MassMutual

By Ernie Halal on Apr 10, 2014 4:49:47 PM

BraunBill14_150NAIFA member William J. (Bill) Braun, CLU, AEP, former native of Belleville, Illinois, recently celebrated an important milestone--he has had only one job for the past 65 years and considers himself lucky to have it.

Topics: Members MembershipPays People News

Industry pioneer Al Granum honored

By Ernie Halal on Mar 27, 2014 2:48:37 PM

granumAl2014 Al Granum, CLU 1924-2014
Topics: Members industry news People News
1 min read

NAIFA Members Promoted at Penn Mutual

By Ernie Halal on Mar 13, 2014 5:02:03 PM


Mark Vujevich Mark Vujevich
Topics: Members MembershipPays People News
1 min read

4 Under 40 Winner Named Agent of the Year

By Ernie Halal on Mar 6, 2014 11:09:04 AM

metzgerelixabethdipp2014NAIFA member Elizabeth Dipp Metzger, a 2013 recipient of Advisor Today’s Four Under Forty Awards, has been named Agent of the Year for the third year in a row in the El Paso General Office of New York Life Insurance Company. She received the award in recognition of her outstanding sales achievement and exemplary client service and professionalism.

Topics: Members 4under40 MembershipPays
1 min read

John Kim Elected Vice Chairman of New York Life

By Ernie Halal on Jan 16, 2014 10:21:36 AM

JohnKimNYLNew York Life announced recently that John Y. Kim, 53, has been elected a vice chairman of the company and will now oversee the company’s technology function, in addition to his current responsibilities. Kim will continue as president of New York Life’s Investments Group, which includes the investment management, annuities and retirement plan recordkeeping businesses, as well as chief investment officer of New York Life Insurance Company. In these combined roles, he is responsible for approximately $400 billion in assets under management.

Topics: Members MembershipPays NAIFA




AT Asks!

How has your practice changed since COVID-19?
Using more video conferences with clients
Relying more on social media to attract and retain clients
Turning client events into webinars
Investigating new technologies to help manage my practice