NAIFA has released its NAIFA 2025 Strategic Plan, which establishes a roadmap to lead the association to new heights of success over the next five years. NAIFA 2025 sets priority goals and desired outcomes for association years 2021 through 2025 in three categories: Membership Growth, Brand Amplification, and Member Experience.

The National Association of Insurance and Financial Advisors (NAIFA) was sad to learn that Jack E. Bobo, CLU, FLMI, passed away on January 15, 2021, in Phoenix. Bobo was a legendary producer and leader in the life insurance industry who contributed the wealth of his talents and hard work to foster NAIFA’s success over several decades of his service.

Thomas O. Michel of Los Angeles will lead the association as President; Cammie K. Scott of Arkansas will continue her service in the role of Immediate Past President.

LifeMark Securities Corp., a leading broker-dealer based in Rochester, NY, reacted to news that a handful of former NAIFA-NY board members voted to disaffiliate with NAIFA by offering LifeMark’s continued support for NAIFA’s national association and its members in New York State.

“Let it be known that LifeMark Securities continues its support [of NAIFA],” said a letter to NAIFA President Cammie Scott signed by LifeMark Securities President Jim Prisco and Chairman Andy Kalinowski. “We will continue to demonstrate this support by paying the NAIFA dues on behalf of our representatives who are desirous of maintaining their membership in NAIFA.”

NAIFA-Texas has issued a public letter of support for their fellow NAIFA members who make up the NAIFA-New York chapter. The letter states that NAIFA-Texas’s Board was “shocked and dismayed to learn that a small group of New York State members were seemingly hoodwinked into voting to disaffiliate with NAIFA” and, particularly, that they did so without the knowledge of the rest of the state chapter’s membership.

A cross section of members and industry leaders will advance the ongoing modernization and evolution of the industry’s original and most influential professional association.

Don’t forget to view the May/June issue of Advisor Today at www.at.naifa.org.

Early in his career, Steve Saladino took a very important step: He decided to become a member of NAIFA.

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