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NAIFA Members Serve Main Street USA

1 min read

NAIFA Secretary Inducted into Ameritas Hall of Fame

By NAIFA on 4/8/16 4:24 PM

NAIFA Secretary Keith Gillies, CFP, CLU, ChFC,  has been inducted into the Ameritas Hall of Fame. Gillies is the Managing Partner of Wealth Solutions, LLC, a financial planning, business consulting and asset management firm in La Place, LA.

Topics: People News
1 min read

Schmitz Receives the W. Harold Petersen Lifetime Achievement Award

By NAIFA on 12/4/15 10:54 AM

schmitzJack Schmitz is the recipient of the W. Harold Petersen Lifetime Achievement Award from the International DI Society. Schmitz, president and CFO of the Bay Area Disability Insurance Services, Inc., received the award for his dedication to educating people about the need for disability income insurance. He is the 11th recipient of the award.

Topics: People News
1 min read

NAIFA Member Receives WIFS’ Member of the Year Award

By NAIFA on 12/1/15 12:46 PM

The Women in Insurance & Financial Services has selected Cheryl Canzanella, LUTCF, as the recipient of its prestigious Member of the Year Award. The award recognizes the consistent and ongoing commitment and contribution to WIFS on a local or national level.

Topics: People News
2 min read

MDRT Announces 2015–2016 Executive Committee Leadership

By NAIFA on 11/18/15 4:31 PM

heckertMDRT has announced the appointment of Brian D. Heckert, CLU, ChFC, to President, and Ross Vanderwolf, CFP, to Secretary of the organization’s Executive Committee, effective Sept. 1, 2015.

Topics: People News
1 min read

NAIFA’s Immediate Past President Receives WIFS’ Woman of the Year Award

By NAIFA on 11/5/15 9:36 AM

McNeelyNAIFA’s Immediate Past President, Juli McNeely, CFP, CLU, LUTCF, is the winner of the Women in Insurance and Financial Services’ 2015 Woman of the Year Award. McNeely was honored with the prestigious award during WIFS’ conference held late last month in Baltimore.

Topics: People News
1 min read

NAIFA's Juli McNeely Featured in Retirement Advisor Cover Story

By Mark Briscoe on 10/8/15 7:56 AM

ra-1015-cv1NAIFA Immediate Past President Juli McNeely is featured in a Retirement Advisor magazine cover article titled “Women in Insurance.” McNeely appears on the cover with Susan Combs, president of Women in Insurance and Financial Services and a NAIFA member, and Jillian Nell, a financial planner based in Houston.

Topics: NAIFA People News
1 min read

New York Life Agent Receives NAIFA’s Agent of the Year Award

By NAIFA on 10/7/15 3:54 PM

irmaNew York Life agent and registered investment advisor Irma Inés Quiñones, CLU, ChFC, CLTC, was recently presented with the Jack Richter Memorial Agent of the Year Award by the Silicon Valley association of the National Association of Insurance and Financial Advisors (NAIFA).

Topics: People News
2 min read

NAIFA Names Jennifer Alford the 2015 Young Advisors Team Leader of the Year

By Mark Briscoe on 9/21/15 2:51 PM

NAIFA – Toledo Member is the Sixth Recipient of the Award

Topics: People News
1 min read

Weiss Receives LUTCF Course One Scholarship

By NAIFA on 9/8/15 2:58 PM

Dycelia Weiss is the recipient of the LUTCF Course One Scholarship, funded by the College for Financial Planning.Weiss

Topics: People News
1 min read

Past NAIFA President Robert Smith to Be Inducted to Michigan Insurance Hall of Fame

By NAIFA on 7/30/15 2:32 PM

robsmithPast NAIFA President, Robert O. Smith, JD, CLU, ChFC, LIC, will be inducted into The Michigan Insurance Hall of Fame. The event will take place during the 21st annual induction ceremony on August 11, 2015, in Lansing.

Topics: People News

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