<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Join NAIFA
Feb - I Love NAIFA-bg1
4 min read

NAIFA Members Recognized as Forbes Top Financial Security Professionals 2022

By NAIFA on 8/24/22 4:21 PM

Each year, Forbes and SHOOK Research select the industry's premier financial security professionals. The Forbes Top Financial Security Professionals list aims to answer the question: “Would we recommend these professionals to a family member or a friend?”

Rather than focusing on performance and profits, Forbes selects candidates based on quantitative factors (including production, assets under management (AUM), and client-related trends and data) and qualitative factors (including adherence to best practices, use of team and team dynamics, and level of community involvement).

This year's Top Financial Security Professionals list includes 27 NAIFA members:

Topics: Members Congratulations!
1 min read

Upcoming DEI Webinar Features NAIFA Members Toni Gonzales and Kristen Hall Eskew

By NAIFA on 8/4/22 2:47 PM

On August 10, 2022, tune in for "DEI Success: From Making a Great Hire to Serving a Wider Audience."

Presented by InsuranceNewsNet, this special webinar will feature two NAIFA members: Kristen Hall Eskew, Vice President of Diversity, Equity, Inclusion, and Belonging at OneDigital, and Toni L. Gonzales, MBA, LACP, Vice President of Sales at Ohio National Financial Services and Vice President of Women in Insurance and Financial Services (WIFS).

Topics: Diversity, Equity & Inclusion Members Webinar
4 min read

Who's Going to NAIFA's 2022 Congressional Conference?

By Ronan Friend on 5/13/22 11:19 AM

NAIFA's Annual Congressional Conference bolsters NAIFA’s prestige among lawmakers and industry partners and enhances our standing as the leading voice for insurance and financial professionals. Watch for these loyal NAIFA members at this year's Congressional Conference on May 23-24 in Washington, D.C.! 

Topics: #NAIFAProud Members
1 min read

Leadership and LILI Make a Strong Pair

By David Lahoud on 11/19/21 9:00 AM

Having participated in the Leadership in Life Institute (LILI), NAIFA Past President Paul Dougherty discovered that leadership is something found within oneself, and it takes strong discipline to be successful at it. In an article in the Fall/Winter issue of Advisor Today, Dougherty discusses how LILI helped shape his ideas of success and strong leadership and how the program can benefit anyone in the insurance and financial services field.

Topics: Members Advisor Today

Experts Discuss Success with Advisor Today

By David Lahoud on 11/18/21 9:00 AM

How do successful NAIFA members stay energized and finish Q4 strong? Advisor Today asked the experts: Christine A. Cox-West, LUTCF, Partner, The Fortis Agency; John Nilmeier, CFP, CLU, Financial Advisor, Nilmeier Financial and Insurance Services; Joseph C. Chalom, CLU, RICP, LUTCF, LACP, Financial Advisor, Retirement Council, Inc.; Bellaria Jimenez, MBA, CFP, CLU, CDFA, ChFC, President and General Agent, MassMutual Tri State; and Thomas Palmeri, LUTFC, Financial Representative, Forest Hills Financial Group.

Topics: Members Advisor Today
1 min read

2021 Wrap Up and Plans Moving Onward

By David Lahoud on 11/17/21 9:00 AM

The virtual 2021 NAIFA Performance + Purpose conference offered insights and tips from top industry thought leaders, like Delvin Joyce and David Blake. The Fall/Winter issue of Advisor Today provides a wrap-up of the 2021 event and a look ahead to NAIFA's in-person conference on August 16-18, 2022, in Phoenix, Arizona, at the world-famous Arizona Biltmore!

Topics: Members Conference
1 min read

Advisor Today Presents an Interview With NAIFA Member Robert Petrocelli

By David Lahoud on 11/15/21 2:33 PM

Meet Robert Petrocelli the Founder and Managing Director of Petrocelli Financial Services in New York City and a loyal NAIFA member since 1979. He is also the 2021-2022 Chair of the influential New York Life Agent Advisory Board of Directors, a group of high-level agents who provide their perspectives to company leadership on corporate strategic initiatives.

Topics: Members Advisor Today
1 min read

NAIFA-FL Past President Heads Local Response Team

By NAIFA on 11/15/21 9:12 AM

NAIFA-FL Immediate Past State President Joseph Chalom, CLU, RICP, LUTCF, LACP was recently installed as the Program Chief for the Coral Springs-Parkland Community Emergency Response Team (CERT).

Topics: Members
3 min read

Forbes Recognizes 86 NAIFA Members Among America's Top Financial Security Professionals

By David Lahoud on 11/12/21 2:11 PM

Congratulations to the 86 NAIFA members who have been recognized by Forbes magazine in its list of the Top Financial Security Professionals in the United States. NAIFA members stand out from the crowd, adhering to NAIFA's Code of Ethics and differentiating themselves by providing top-notch financial services.

Topics: Members Advisor Today
2 min read

NAIFA Thanks Veterans Like Steven Saladino for Their Service to Our Country and Our Industry

By NAIFA on 11/11/21 7:15 AM

Leadership, confidence, adaptability, and integrity are traits possessed by veterans of U.S. military service and also skills that help insurance and financial professionals succeed in their careers. So, no one should be surprised that veterans very often make great agents and advisors.

Steven Saladino, LUTCF, a Managing Director with Principal Financial Group in Tampa, FL, is just one example. Steve was a sergeant in the United States Army and a paratrooper with the 82nd Airborne Division, serving from 1986-1990. He has been a loyal NAIFA member since 1991 and currently serves on NAIFA’s Board of Trustees.

Topics: Members

Featured

THANK YOU TO
OUR ADVERTISERS

AT Asks!

Loading...