Advisor Today is pleased to announce the winners of its 2022 4 Under 40 awards: Scott Blake, MBA, of Blake Wealth Partners (Northwestern Mutual) in Columbus, OH, loyal member since 2018; Eric Bottolfsen, MBA, of GoldBook Financial (MassMutual) in Scottsdale, AZ, loyal member since 2017; Matthew Daley, MBA, FSCP, LACP, LUTCF, of the Daley Agency (American National) in Miller Place, NY, loyal member since 2018; and Brett Moore, CFP, of RBM Wealth Management Group (LPL Financial) in Newnan, GA, loyal member since 2015.
4 min read
Blake, Bottolfsen, Daley, and Moore Are Advisor Today’s 4 Under 40 Winners
By NAIFA on 10/19/22 12:01 PM
Topics: Awards Press Release
3 min read
Harry Hoopis to Receive the 2022 John Newton Russell Memorial Award
By NAIFA on 10/7/22 10:32 AM
NAIFA is proud to announce Harry P. Hoopis, CLU, CHFC, Chief Executive Officer of the Hoopis Performance Network and a renowned entrepreneur, leader, and speaker is the recipient of the 81st annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. NAIFA President Lawrence Holzberg, LUTCF, LACP, announced Hoopis’s selection during the 2022 Q4 State of NAIFA webinar. Hoopis will be celebrated and formally receive the award at NAIFA’s National Leadership Conference in Washington, D.C., on November 14.
Topics: Awards Industry News Press Release
2 min read
NAIFA Family Response Fund to Assist Members Impacted by Hurricane Ian and Other Disasters
By NAIFA on 9/28/22 1:51 PM
The NAIFA Family Response Fund is open to assist members of the association who suffer losses due to Hurricane Ian, which is expected to impact much of Florida as a potentially catastrophic storm. The Fund is also open to assist NAIFA members who suffered losses due to Hurricane Fiona in Puerto Rico and the federally declared Mississippi Water Crisis.
Topics: Press Release
3 min read
NAIFA Works on Multiple Fronts to Serve the Hispanic Population
By NAIFA on 9/15/22 2:42 PM
NAIFA is proud to celebrate National Hispanic Heritage Month, September 15 - October 15.
Topics: Diversity Press Release
3 min read
NAIFA Announces 2023 National Leadership Nominees
By NAIFA on 9/15/22 11:00 AM
NAIFA’s Committee on Governance has nominated Douglas B. Massey, LUTCF, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, to be the 2023 NAIFA Secretary. A current member of NAIFA’s Board of Trustees, Massey has been a loyal NAIFA member since 1987. As incoming Secretary, Massey will be in line to serve as President-Elect in 2024 and President in 2025.
Topics: Press Release Leaders
3 min read
NAIFA Announces New Employee and Executive Benefits Center to Aid Professionals Providing Business Resources
By NAIFA on 8/18/22 11:55 AM
NAIFA announces the launch of the Employee and Executive Benefits Center (EBC), the newest of NAIFA’s Centers for Excellence, at NAIFA’s Apex sales summit. The EBC is a community of agents, firms, carriers, and vendors that offers top-notch resources, innovative research, access to industry thought leaders, and opportunities for collaboration in the benefits space.
Topics: Group & Employee Benefits Press Release
2 min read
NAIFA’s Leadership in Life Institute Receives ASAE Gold Power of Associations Award
By NAIFA on 8/17/22 2:00 PM
NAIFA’s Leadership in Life Institute (LILI) has received a 2022 Power of Associations Gold Award from ASAE, the Center for Association Leadership. The Power of Associations Awards honor “associations that go above and beyond their everyday mission to undertake initiatives that have far-reaching benefits important to their profession or industry.”
Topics: Press Release
3 min read
New Podcast Series Expands NAIFA’s Advisor Today Brand to Bring More High-Quality Content to Agents and Advisors
By NAIFA on 8/5/22 9:22 AM
NAIFA’s Advisor Today magazine has launched a new Podcast series featuring outstanding NAIFA members and partners sharing their stories and answering questions about their own professional success. Their insights will offer practical ideas and inspire agents and advisors to reach their own levels of peak performance. Industry thought leaders featured on Advisor Today podcasts have a deep understanding of the insurance and financial services industry and what it takes to thrive in the profession.
Topics: Advisor Today Press Release Apex
2 min read
NAIFA Family Response Fund to Assist Members Impacted by Kentucky Floods
By NAIFA on 8/1/22 4:24 PM
NAIFA has opened access to the NAIFA Family Response Fund to assist members of the association impacted by devastating flooding in Kentucky that resulted in a federal disaster declaration covering many of the state’s counties. In addition to widespread flooding, severe storms, mudslides, and wind and tornado damage have resulted in significant property losses and fatalities.
Topics: Press Release
2 min read
Lifetime Financial Group Is a NAIFA 100% Agency
By Ronan Friend on 7/20/22 10:00 AM
Lifetime Financial Group Owner Jay Meneely has been a loyal NAIFA member since 1983. Now, his whole team benefits from NAIFA membership.
Education First
Lifetime was founded on giving financial education workshops. As Meneely says, “We're an educational firm that specializes in the delivery of financial products.” Meneely and his team work with employers to educate employees about their group benefits.