Advisor Today has recognized four financial advisors with the “Four Under Forty Award,” given annually to four outstanding advisors who achieve excellence in their profession by or before the age of 40. The advisors will be profiled in the September/October 2013 issue of Advisor Today, which will be distributed to attendees of NAIFA’s 2013 Career Conference and Annual Meeting in San Antonio in September.
3 min read
AT Recognizes Four Outstanding Advisors
By NAIFA on 6/21/13 2:06 PM
Topics: 4 Under 40 Awards People News
4 min read
The Magic That Is MDRT
By NAIFA on 6/17/13 4:28 PM
MDRT has performed its magic again—this time at its Annual Meeting held earlier this week in Philadelphia. There, in the city of brotherly love, the association brought together more than 8,000 agents and advisors from 74 countries and showed them how to transform their practices from good to great.
Topics: Industry News People News
1 min read
NAIFA Member Is VP, Sales Productivity and Business Development, at American General
By NAIFA on 6/12/13 11:04 AM
American General Life Companies (American General), a part of AIG, has named Joe Ross Vice President, Sales Productivity and Business Development. He joins American General from Protective Life in Cincinnati, where most recently he served as VP, Sales Development.
Topics: Members Industry News MembershipPays People News
1 min read
AALU Members Elect New Directors and Officers
By NAIFA on 5/14/13 2:03 PM
Members of the Association for Advanced Life Underwriting elected new officers and three new directors for 2013-14 during the association’s annual meeting in Washington, D.C.
Topics: Industry News People News
2 min read
AALU Holds Annual Meeting
By NAIFA on 5/1/13 4:36 PM
AALU members are currently attending the 2013 Annual Meeting in the nation’s capital, where they are learning from each other, building new relationships, and reinforcing to Congress the value of the life insurance products they sell to their clients.
Topics: Industry News People News
1 min read
NAIFA Member Receives National Chairman’s Award from Penn Mutual
By NAIFA on 4/30/13 10:55 AM
The Penn Mutual Life Insurance Company recently presented NAIFA member Susan Cooper, CLU, ChFC®, CFP®, CDFA, CAP, with a 2012 National Chairman’s Award. Cooper is the managing director of Penn Mutual’s career agency in New York City.
This is Cooper’s second National Chairman's Award, which recognizes Penn Mutual Career Agency System managing partners and managing directors who have demonstrated exceptional all-around performance and leadership.
Topics: Members MembershipPays People News
2 min read
NAIFA-West Virginia Honors Long-Time Member
By NAIFA on 4/2/13 12:01 PM
NAIFA-West Virginia recently honored Philip T. Seibert for 77 years of service in the financial-services industry.
Topics: Members People News
3 min read
NAIFA-Atlanta Announces Top Financial Advisors Under 40
By NAIFA on 3/21/13 4:22 PM
NAIFA-Atlanta is pleased to introduce the 2013 recipients of its prestigious Top Advisors Under 40 award. This award recognizes excellence and achievement in the insurance and financial services field, measuring business production, years in business, and community involvement for professionals 40 years of age and younger. Candidates consisted of insurance and financial professionals throughout the Atlanta metropolitan area, nominated by their peers or business associates. Final recipients were chosen by a panel of NAFIA-Atlanta board members and will be honored at a luncheon on April 3.
Topics: 4 Under 40 People News
1 min read
NAIFA Member Appointed Financial Advisor at Empire Wealth Strategies
By NAIFA on 3/14/13 10:25 AM
The Penn Mutual Life Insurance Company, a more than 166-year-old company, has appointed Anthony Williams, LUTCF, financial advisor of Empire Wealth Strategies, the company’s New York City career agency.
Topics: Members MembershipPays People News
2 min read
In Step with a Winner: Clint Fish, RFC - Four Under Forty Winner
By NAIFA on 3/5/13 4:11 PM
The practice of Clint Fish, RFC, has grown significantly since he won Advisor Today’s Four Under Forty Award in 2009. We recently caught up with Fish and learned about his company’s successes, his plans for the future, and why he thinks NAIFA membership is so valuable.