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NAIFA Members Serve Main Street USA

2 min read

Meet Loyal Member: Frank Seneco

By David Lahoud on 11/19/21 11:32 AM

Frank Seneco has been a member of NAIFA since 1990 and today works with affluent clients addressing a variety of financial concerns from creating family dynasties to eliminating taxes on their investment portfolios. His office is based in Connecticut; however, he assists clients from around the world, helping them reach their financial goals.

Topics: Members Loyal Member
2 min read

Meet NAIFA Member: Robin Landers

By David Lahoud on 11/19/21 11:27 AM

Loyal member Robin Landers has been a member of NAIFA since 1984 and is based in Florida. She grew up in the business - her parents owned a brokerage agency - and vowed to never work in the insurance field. With a degree in advertising, and some challenging circumstances, she ultimately ended up joining her family in their insurance business. After working with her family for a few years, she received an offer to double her salary and returned to the TPA that had employed her as a sixteen-year-old file clerk. Years later, when her parents were ready to retire, she and a partner opened Landers-Stein & Associates, the next generation of that original agency’s legacy.

Topics: Members Loyal Member
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
1 min read

Congratulations to Andy Dalka for His Career Successes

By David Lahoud on 11/8/21 11:34 AM

Congratulations to NAIFA member Andy Dalka for being hired by Union Bank & Trust as vice president – business development officer in its Retirement Plan Services department. This NAIFA-Nebraska board member’s success is due to his plethora of successful experience in the financial services industry, and his experience with leadership roles, such as being the regional vice president of Nationwide and Ameritas.

Topics: Members Advisor Today

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