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2 min read

Chris Gandy is Dedicated to Financial Security for all

By Suzanne Carawan on Sep 18, 2020 1:33:11 PM

In sports, it's known as a hot streak and there can be little doubt that Chris Gandy is on one...again. According to the NCAA, the chances of going pro in men's basketball is 1.2% beyond high school, but Gandy did it. The chances of making it through the first years in the financial services industry is often cited as less than 15%, but Gandy did it. Being featured in GQ? Done that. Top producer in OneAmerica? He's got that accolade, too. Making the cover of your industry's magazine? Check. President of NAIFA-Chicagoland? Game on. Key stakeholder in the future of the premier association in the financial services industry that is the voice of the American advisor? He's our guy.

Topics: Members Advisor Today Leaders
3 min read

Belong Event is Announced

By Suzanne Carawan on Sep 18, 2020 1:00:00 PM

The National Association of Insurance and Financial Advisors (NAIFA) will hold a new hybrid event called the “Belong Event” on November 17, 2020. The new event has a three-pronged purpose:

-To serve as the association’s annual business meeting, during which the new Board of Trustees will be sworn into office

-To serve as the platform to celebrate the more than 1,700 volunteer leaders and staff that power NAIFA’s 50 state and 35 local chapters

-To conclude the year-long celebration of NAIFA’s 130th anniversary.

Cammie Scott, NAIFA National President, will oversee the business meeting as she formally calls the association’s annual meeting to order. The meeting will include the election of five National Trustees, election of the national secretary and re-election of NAIFA’s national officers as follows.

National Trustees to elect:

-Wes Booker, LUTCF, Owner of the Wes Booker Agency in Maumelle, AR, (NAIFA member since 2004)

-Aprilyn Chavez Geissler, LACP, First Executive Vice President with Gateway Financial Advisors in Albuquerque, NM, (NAIFA member since 2005)

-Dennis Cuccinelli, LACP, Financial Representative, Certified Financial Services in Paramus, NJ, (NAIFA member since 1986)

-Doug Massey, CLU, ChFC, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, (NAIFA member since 1987)

-Brian Wilson, Sales Director with Mutual of Omaha Advisors in Lexington, KY, (NAIFA member since 2000)

National Officers to elect:

-Lawrence J. Holzberg, LUTCF, LACP, Director of Insurance and Advanced Sales at Fortis Lux Financial in New York, (NAIFA member since 1990), will stand for election as President-Elect

-Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, Founding Partner of Veritas Financial LLC/MassMutual Financial Group in McLean, VA, (NAIFA member since 2001), will stand for re-election as Treasurer

-Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, Founder of Bryon Holz & Associates in Brandon, FL, (NAIFA member since 1987), will stand for election as Secretary

Topics: Members Award Winners Volunteers Leaders
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

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