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1 min read

4 Under 40 Winner Named Agent of the Year

By NAIFA on 3/6/14 11:09 AM

NAIFA 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 4 Under 40 MembershipPays
2 min read

5 Things Every Young Advisor Should Know

By NAIFA on 3/5/14 12:19 PM

#1 Join NAIFA!

NAIFA has been a lifeline to my success in the industry and has opened doors that would have never been possible! It's given me a deeper appreciation and understanding of the work we do for our clients and how our work impacts their lives every day.

Topics: MembershipPays YAT

NAIFA President Nichols on the Congressional Conference

By NAIFA on 2/25/14 11:20 AM

Are you registered for the NAIFA Congressional Conference?

Topics: MembershipPays Protect Your Business
3 min read

How to Generate More Leads, More Clients and More Sales

By NAIFA on 2/6/14 1:42 PM

One of the most common challenges NAIFA members share is their need for more leads, more clients, and more sales.  Here are some insights that will help you achieve this goal.

Topics: Sales Grow Your Business MembershipPays
1 min read

John Kim Elected Vice Chairman of New York Life

By NAIFA 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
1 min read

NAIFA Member Named Sales Manager at Navigon Financial Group

By NAIFA 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 People News
1 min read

NAIFA Member Named Managing Director of Central Financial Group

By NAIFA 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 People News

NAIFA Podcast: What It Takes to be Successful

By NAIFA on 10/16/13 9:29 AM

Listen to veteran producer Ike Trotter as he reviews his illustrious career and describes the path he took on his way to the top.

Topics: Grow Your Business MembershipPays Podcast
1 min read

NAIFA-San Diego President-Elect Graduates from LILI

By NAIFA 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 NAIFA 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

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