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NAIFA Members Provide Financial Security

1 min read

Margaret Ellison Simonds Elected Secretary of NAIFA-Massachusetts

By NAIFA 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 NAIFA 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 People News
1 min read

NAIFA Member Is VP, Sales Productivity and Business Development, at American General

By NAIFA on 6/12/13 11:04 AM

American General Life Companies (American General), a part of AIG, has named Joe Ross Vice President, Sales Productivity and Business Development. He joins American General from Protective Life in Cincinnati, where most recently he served as VP, Sales Development.

Topics: Members Industry News MembershipPays People News
1 min read

NAIFA Member Receives National Chairman’s Award from Penn Mutual

By NAIFA on 4/30/13 10:55 AM

 

The Penn Mutual Life Insurance Company recently presented NAIFA member Susan Cooper, CLU, ChFC®, CFP®, CDFA, CAP, with a 2012 National Chairman’s Award. Cooper is the managing director of Penn Mutual’s career agency in New York City.

This is Cooper’s second National Chairman's Award, which recognizes Penn Mutual Career Agency System managing partners and managing directors who have demonstrated exceptional all-around performance and leadership.

Topics: Members MembershipPays People News
2 min read

Why I Am in Washington, D.C.

By NAIFA on 4/10/13 10:28 AM

About 1,000 NAIFA members are taking advantage of the opportunity to be part of an important history-making event: NAIFA’s Congressional Conference. The meeting, currently under way in Washington, D.C., was organized by NAIFA to give members a platform to educate their lawmakers about the important role insurance plays in the lives of millions of Americans, and why it is imperative that tax reform does not make it more expensive or more difficult for Americans to purchase this valuable product.

Topics: Members Industry News MembershipPays Protect Your Business
1 min read

NAIFA Member Appointed Financial Advisor at Empire Wealth Strategies

By NAIFA on 3/14/13 10:25 AM

The Penn Mutual Life Insurance Company, a more than 166-year-old company, has appointed Anthony Williams, LUTCF, financial advisor of Empire Wealth Strategies, the company’s New York City career agency.

Topics: Members MembershipPays People News
2 min read

In Step with a Winner: Clint Fish, RFC - Four Under Forty Winner

By NAIFA on 3/5/13 4:11 PM

The practice of Clint Fish, RFC, has grown significantly since he won Advisor Today’s Four Under Forty Award in 2009. We recently caught up with Fish and learned about his company’s successes, his plans for the future, and why he thinks NAIFA membership is so valuable.

Topics: Members 4 Under 40 MembershipPays People News
1 min read

NAIFA Member Is Appointed General Manager of National Life Group

By NAIFA on 2/20/13 2:41 PM

NAIFA member Ed Barrett, ChFC, has been appointed general manager of National Life Group’s northern New Jersey region.

Topics: Members Industry News MembershipPays People News
1 min read

NAIFA's Juli McNeely to LifePro advisors: 'Tell our Story'

By NAIFA on 2/6/13 2:14 PM

NAIFA Secretary Juli McNeely and LifePro President Bill Zimmerman teamed up Tuesday to brief LifePro advisors on how the challenges facing the industry relate to the value of joining NAIFA.

Topics: MembershipPays

NAIFA Members Ramp Up Their Political Involvement

By NAIFA on 2/1/13 12:01 PM

More than 150 members gathered in Washington Jan. 27-29 for NAIFA’s annual IFAPAC/APIC Training Meeting and Day on the Hill. They received a legislative briefing on issues facing Congress that could affect their businesses and their clients. Topping the list this year is tax reform and the potential threats it poses to life insurance and annuity products, employer-provided health care, and retirement savings programs.

Topics: Members MembershipPays Protect Your Business Legislative Day

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