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1 min read

4 Under 40 Winner Named Agent of the Year

By Ernie Halal on 3/6/14 11:09 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 1/16/14 10:21 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
1 min read

NAIFA Member Named Sales Manager at Navigon Financial Group

By Ernie Halal on 11/26/13 10:28 AM

The Penn Mutual Life Insurance Company recently announced that Jonathan Self has been appointed sales manager of Navigon Financial Group, Penn Mutual’s career agency located in Raleigh, N.C.

Topics: Members MembershipPays NAIFA People News
1 min read

NAIFA Member Named Managing Director of Central Financial Group

By Ernie Halal on 11/12/13 2:48 PM

JacowitzDavidThe Penn Mutual Life Insurance Company has named David Jacowitz named managing director of Central Financial Group, Penn Mutual’s career agency office located in Rochester, N.Y. As managing director, Jacowitz will be responsible for the development of the sales team, including the recruitment, training and supervising of producers.

Topics: Members MembershipPays NAIFA People News
1 min read

NAIFA-San Diego President-Elect Graduates from LILI

By Ernie Halal on 8/6/13 2:27 PM

rexNicole2013Nicole Rex, President Elect of the NAIFA San Diego Chapter, recently graduated from the NAIFA Leadership in Life Institute. LILI is a six-month, leadership-development program devoted to advancing one’s personal growth and professional success.

Topics: Members MembershipPays People News
1 min read

NAIFA Member Is Managing Director at Saybrus Partners

By Ernie Halal on 8/1/13 10:54 AM

shirleySteve2013Saybrus Partners, Inc. recently announced that D. Steve Shirley, CLU, CHFC, has joined the company as managing director, National Account.

Topics: Grow Your Business Members industry news MembershipPays
4 min read

My Father’s Passing

By Ernie Halal on 7/31/13 12:49 PM

On July 2, 2013, my father, Thomas Smith, passed away at the age of 68 on his 47th wedding anniversary. I wish to share this with you not as a tale of woe, for eventually all of our fathers will pass, but as a tale of observances and what we need to do as insurance advisors (and human beings) to better connect with our clients and families when they lose a loved one.

Topics: Grow Your Business Members
1 min read

NAIFA Past President to be Inducted into The Michigan Insurance Hall of Fame

By Ernie Halal on 7/25/13 10:38 AM

NAIFA Past President David Smithkey, RFC, CLU, will be inducted into the Michigan Insurance Hall of Fame next month. The induction ceremony will take place on August 21 at the Country Club of Lansing in Lansing, Michigan.

Topics: Members MembershipPays People News
1 min read

Margaret Ellison Simonds Elected Secretary of NAIFA-Massachusetts

By Ernie Halal on 7/23/13 10:03 AM

MargaretSimondsMargaret Ellison Simonds, Director of New Business and Underwriting at First American Insurance Underwriters, Inc., in Needham, Massachusetts. was recently elected Secretary of the National Association of Insurance and Financial Advisors (NAIFA) of Massachusetts.

Topics: Members MembershipPays People News
1 min read

NAIFA Member Receives Financial Professional of the Year Award

By Ernie Halal on 7/3/13 12:50 PM

The Penn Mutual Life Insurance Company has presented Eric Pyles, financial advisor and partner at Cambridge Financial Services in Chandler, Ariz., with the Financial Professional of the Year Award.

Topics: Members MembershipPays NAIFA People News

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