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June Is National Annuity
Awareness Month


1 min read

Gellar Elected President of Women in Insurance and Financial Services

By NAIFA on 12/13/16 9:00 AM

evelynEvelyn Gellar, senior vice president at Empire Wealth Strategies, a Penn Mutual New York agency, was elected president of the Women in Insurance and Financial Services. WIFS is the only association within the insurance and financial services industry devoted to promoting the advancement of women.

Topics: Grow Your Business People News
1 min read

MDRT Announces 2017 Executive Committee

By NAIFA on 12/12/16 9:01 AM

[caption id="attachment_3839" align="alignright" width="275"](From left to right): Ross Vanderwolf, James Pittman, Mark Hanna, Brian D. Heckert and Regina Bedoya)

Topics: Grow Your Business People News
2 min read

Connie Golleher, CLTC, Appointed to NAIFA Board

By NAIFA on 12/7/16 9:42 AM

golleher-head-shot-2015Falls Church, Va., Dec. 7, 2016 – Connie Golleher, CLTC, president of The Golleher Group, LLC, of McLean, Va., has been elected to serve on the Board of Trustees of the National Association of Insurance & Financial Advisors, a federation representing the interests of life insurance agents and financial advisors.

Topics: Grow Your Business People News
2 min read

Serio to Receive Lifetime Achievement Award

By NAIFA on 11/14/16 12:56 PM

gregoryThe Round Table of New York will recognize Gregory Serio, Esq., the former Superintendent of Insurance for the State of New York and Executive Director of NAIFA–NYS with its Lifetime Achievement Award at its Annual Black Tie Dinner on December 5, 2016.

Topics: Grow Your Business People News
1 min read

IN MEMORIAM—Paul M. Smith Sr.

By NAIFA on 8/30/16 2:25 PM

NAIFA is sorry to report the death of past NALU (now NAIFA) Treasurer Paul Smith Sr., CLU. Smith passed away at the age of 83.

Topics: People News

NAIFA Members Inducted Into Tennessee Insurance Hall of Fame

By Mark Briscoe on 8/2/16 11:21 AM

On July 26, John P. Dewald, CLU, ChFC, John R. Milam, CLU, and Dennis R. Stephen, all current or former (retired) NAIFA members, were inducted into the Robert E. Musto Tennessee Insurance Hall Of Fame located on the campus of Middle Tennessee State University.

Topics: People News
4 min read

Advisor Today Announces Recipients of the 2016 Four Under Forty Awards

By Mark Briscoe on 6/23/16 10:49 AM

NAIFA’s Advisor Today is proud to announce the recipients of the 2016 Four Under Forty Awards designed to recognize outstanding NAIFA members who achieve excellence in their profession before or by the age of 40.

Topics: People News
1 min read

Past NAIFA President Publishes Financial Advice Book for Women

By NAIFA on 6/21/16 2:23 PM

McNeelyThe first woman to serve as NAIFA president, Juli McNeely, CFP, CLU, LUTCF, can now add the title of author to her many accomplishments. McNeely recently announced the launch of her first book, No Necktie Needed: A Woman’s Guide to Financial Services.

Topics: People News
2 min read

D. Scott Brennan to Receive the 2016 John Newton Russell Memorial Award

By Mark Briscoe on 6/9/16 2:01 PM

The life insurance industry’s highest honor will be presented at the NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 35 years of service and contributions to the industry.

Topics: People News
1 min read

Petersen Expands with New Regional VP Hire

By NAIFA on 5/18/16 2:04 PM

petersenPetersen International Underwriters has announced the hiring of Todd Shield as a Regional Vice President of the firm. Shield previously worked at Assurity Life Insurance Company as Manager of Disability Income Products. He is a nationally recognized personality of the disability insurance industry, and was elected the 2016 President of the International Disability Insurance Society.

Topics: People News


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