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.
2 min read
5 Things Every Young Advisor Should Know
#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
Topics: MembershipPays Protect Your Business
3 min read
How to Generate More Leads, More Clients and More Sales
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
New 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
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
The 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
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
Nicole 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
Saybrus Partners, Inc. recently announced that D. Steve Shirley, CLU, CHFC, has joined the company as managing director, National Account.
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