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April Is National Financial Literacy Month

1 min read

The Guardian Names NAIFA-New York State President Managing Director& SVP of Wealth Advisory Group

By NAIFA on 2/5/15 11:22 AM

holzbergNAIFA-New York State is pleased to congratulate its current President, Lawrence J. Holzberg, LUTCF, (Commack) on his appointment as Managing Director of the Guardian (New York) and Senior Vice President of Wealth Advisory Group LLC., (WAG) (New York; New York City & Albany).

Topics: People News
1 min read

NAIFA Member Joins MetLife in Austin, Texas

By NAIFA on 10/7/14 12:02 PM

DavidJeremy14Capital Strategies of MetLife is pleased to announce that Jeremy David has joined the firm as Financial Adviser and Financial Services Representative.

Topics: People News
2 min read

Dr. Johnson to Lead The American College

By NAIFA on 8/28/14 3:58 PM

johnsonrobertAC150

The Board of Trustees of The American College of Financial Services has named Robert R. Johnson, Ph.D., CFA, CAIA, as president and CEO, beginning October 1, 2014. Dr. Johnson’s extensive scholarship, experience in investment management, and results in building global awareness for financial services education, make him uniquely qualified to lead The American College.

Topics: People News
1 min read

Mark Acre is YAT Leader of the Year

By NAIFA on 7/11/14 9:56 AM

NAIFA has named Mark Acre the 2014 Young Advisors Team Leader of the Year. Acre, 33, is president of OneSource Insurance Group, a company he launched in 2007.

“NAIFA-Springfield has benefited from Mark’s leadership and service since he joined the NAIFA-Springfield Board of Directors five years ago and then served as president in 2012-2013. He has taken the association to a new level with his dedication and passion for NAIFA and the industry,” said NAIFA President John F. Nichols. “Mark’s leadership is an inspiration to us all.”

Topics: People News YAT
1 min read

NAIFA Member Receives Penn Mutual’s Financial Professional of the Year Award

By NAIFA on 5/8/14 3:28 PM

ruckerJason-Ruckerbw30_150The Penn Mutual Life Insurance Company, a more than 167-year-old company, is pleased to announce that NAIFA member Jason Rucker, CFP, of Cambridge Financial Services in Chandler, Ariz., has been honored with the 2013 Financial Professional of the Year Award.

Topics: Members MembershipPays People News
1 min read

NAIFA Member Celebrates 65 Years at MassMutual

By NAIFA on 4/10/14 4:49 PM

BraunBill14_150NAIFA member William J. (Bill) Braun, CLU, AEP, former native of Belleville, Illinois, recently celebrated an important milestone--he has had only one job for the past 65 years and considers himself lucky to have it.

Topics: Members MembershipPays People News

Industry pioneer Al Granum honored

By NAIFA on 3/27/14 2:48 PM

granumAl2014 Al Granum, CLU 1924-2014
Topics: Members Industry News People News
1 min read

Aflac Named a "World's Most Admired Company"

By NAIFA on 3/19/14 12:29 PM

Aflac has again been recognized by FORTUNE magazine as a World's Most Admired Company. This is the 13th time that Aflac has appeared on this prestigious list. The annual survey, conducted by FORTUNE and the Hay Group, a global management consulting firm, is given to top executives, directors and financial analysts, to identify the companies that enjoy the strongest reputations within their industries and across industries. Aflac ranked No. 1 in the Insurance Life and Health category for the second consecutive year.

Topics: Industry News People News
1 min read

NAIFA Members Promoted at Penn Mutual

By NAIFA on 3/13/14 5:02 PM

 

Mark Vujevich Mark Vujevich
Topics: Members MembershipPays People News

NAIFA's Juli McNeely presents Platinum BOBO Award to Cedar Rapids

By NAIFA on 2/10/14 1:51 PM

Congratulations to NAIFA-Cedar Rapids, which accepted its fourth consecutive Platinum BOBO Award during a luncheon last month.

Topics: People News

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