Petersen 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.
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Petersen Expands with New Regional VP Hire
By NAIFA on 5/18/16 2:04 PM
Topics: People News
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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
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Schmitz Receives the W. Harold Petersen Lifetime Achievement Award
By NAIFA on 12/4/15 10:54 AM
Jack 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
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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
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MDRT Announces 2015–2016 Executive Committee Leadership
By NAIFA on 11/18/15 4:31 PM
MDRT 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
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NAIFA’s Immediate Past President Receives WIFS’ Woman of the Year Award
By NAIFA on 11/5/15 9:36 AM
NAIFA’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
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NAIFA's Juli McNeely Featured in Retirement Advisor Cover Story
By Mark Briscoe on 10/8/15 7:56 AM
NAIFA 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: People News
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New York Life Agent Receives NAIFA’s Agent of the Year Award
By NAIFA on 10/7/15 3:54 PM
New 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
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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
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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.