June Is National Annuity Awareness Month

Congratulations to loyal NAIFA member Gilbert Mares, MPA, LUTCF, 2022 winner of the prestigious Will G. Farrell Public Service Award!

We're pleased to congratulate loyal NAIFA member Cheryl Canzanella, CLU, ChSNC, LUTCF, on her new position with NAIFA partner Fairway Independent Mortgage. Cheryl will take over the role of HECM Business Development Manager - Retirement Solutions.

Since joining NAIFA in 2010, Cheryl has been active in the NAIFA community. She is a Past President of NAIFA-Northeast Florida and has served in leadership positions at the local, state, and national levels. She is also a recipient of NAIFA-FL's President’s award. In 2019, she was recognized as NAIFA’s Young Advisor Team Leader of the Year. Cheryl is also a Founding Past President of Women in Insurance & Financial Services (WIFS) Northeast Florida.

NAIFA's Annual Congressional Conference bolsters NAIFA’s prestige among lawmakers and industry partners and enhances our standing as the leading voice for insurance and financial professionals. Watch for these loyal NAIFA members at this year's Congressional Conference on May 23-24 in Washington, D.C.! 

NAIFA members were featured speakers at last week's SHIFT X Advisor Sales Summit. The summit's inaugural event was a huge success, with these NAIFA members and thought leaders contributing to the star-power of the event:

Congratulations to NAIFA member Steve Walker, CLTC, LUTCF, on joining NAIFA educational partner E4 Insurance Services as Vice President of Institutional Accounts.

Walker has been a loyal NAIFA member since 2009 and was honored with Advisor Today’s 4 Under 40Award in 2021. For over 13 years, he has served Main Street USA, dedicated to finding the right solution for each person who walks through his door. He is committed to NAIFA's political advocacy, fighting for his clients and the insurance and financial services industry.

Honoring its deep commitment to the communities it serves, our partner, OneAmerica®,, kicked off its eighth annual Week of Caring on August 30th. Associates will provide more than 1,800 hours of support to help nonprofits across the country address vital needs.

New NAIFA member Gerard “Jerry” St-Cyr resides in Long Branch, N.J., and is a financial advisor with Eagle Securities, a subsidiary of New York Life. Jerry is not only new to the association, but he is also relatively new to the industry.

Before his career in financial services, he built an impressive resume featuring leadership roles in a collection of successful businesses and philanthropic endeavors and organizations. Previously, Jerry was the CEO of a dental startup company, as well as the Director of Sales and sommelier for a wine import company, Select Fine Wines. He is also the author of "Womanity" and "My Wine Guide." He is the founder of the non-profit organization benefiting at-risk women, WOMANITY4WISE.

These two articles in the November/December issue of the Advisor Today Digital Magazine will come in handy as you make plans for a bright and prosperous 2021!

Becoming Your Best Self

Danny O’Connell, MBA, emphasizes the significance of asking those most important to you what they need from you and making their answers your greatest priority.

How to Have Clients Call You

Focusing on quality- of-life planning, Shane Westhoelter, AEP, CLU, LUTCF, helps you discover your "why" and how to articulate it effectively.