Congratulations to our NAIFA National Secretary, Larry Holzberg, who has been appointed to Director of Insurance and Advance Sales for Fortis Lux. Fortis Lux is a comprehensive financial planning firm that offers wealth management, protection, risk management, trust and estate planning advice and solutions.
Producers seeking to qualify for NAIFA’s Life and Annuity Certified Professional (LACP) certification have an opportunity to complete the LACP exam online during July and August. The standard application deadline is June 1. Applicants may register online.
Forbes' Annual Top Women Wealth Advisors List Includes 3 NAIFA Members from Northwestern Mutual according to NWM's recent press release. We want to congratulate the following women for doing great work:
NAIFA announced that it will hold a CEO Panel with associations representing the financial services industry. Kevin Mayeux will host Wayne Chopus of Insured Retirement Institute, Ken Bentsen of SIFMA, and Susan Neely of American Council of Life Insurers on May 12th at 1 pm eastern.
The NAIFA Quality Awards Working Group has updated and modernized the award's criteria to better reflect exemplary service and achievement by today’s producers who are serving clients under a variety of business models. The award is a measure of professional success, quality client service, and strict adherence to NAIFA’s Code of Ethics, including the requirement that NAIFA members always serve the best interests of their clients.
