Apex is NAIFA’s new signature event focused on providing innovative sales and marketing ideas to financial services professionals who serve individuals, families, and small businesses across the United States. The new brand reflects the concept of a “race to the top” to target those advisors who seek continuous improvement in increasing production and providing financial security to more Americans. The inaugural Apex event will be August 16-18 at the Arizona Biltmore Hotel in Phoenix.
1 min read
NAIFA Announces its Apex Event to be Held August 16-18, 2022
By NAIFA on 1/13/22 3:05 PM
Topics: Professional Development Press Release
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NAIFA and the Chalice Network™ Announce Partnership to Further Increase Member Value
By NAIFA on 1/12/22 2:56 PM
NAIFA and Chalice Network™ have completed an educational and affinity partnership agreement, under which Chalice Network will provide the Marketplace and Succession Link to NAIFA members. Additionally, Chalice Network and NAIFA will collaborate on blog posts, webinars, and other content within NAIFA’s Business Performance Center that focuses on agency and firm-level practice management.
Topics: Practice Management Press Release Business Performance Center
2 min read
Wall Street Financial, Inc. in Carlinville, Marion, and Bloomington, IL, Is a NAIFA 100% Agency
By NAIFA on 1/11/22 10:52 AM
NAIFA is pleased to announce that Wall Street Financial, Inc. in Carlinville, Marion, and Bloomington IL, and a location in Memphis, TN, has become a NAIFA 100% Agency. Under the membership program, Wall Street Financial, Inc has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.
Topics: Press Release NAIFA 100% Agency
2 min read
NAIFA’s Congressional Conference, the Premier Federal Grassroots Advocacy Event for Financial Services Professionals, to Be May 23-24
By NAIFA on 1/7/22 2:35 PM
NAIFA has announced that it will hold its 2022 Congressional Congress in-person May 23-24 in Washington, D.C. The event will feature targeted advocacy training with briefings on legislative issues that affect members’ businesses and the clients they serve. Expert presenters will offer best practices for conducting Congressional meetings and tips for developing impactful long-term relationships with legislators.
Topics: Press Release Federal Advocacy
3 min read
NAIFA State Chapter Presidents Take Office, Highlighting State Advocacy Influence
By NAIFA on 1/6/22 2:36 PM
NAIFA is pleased to announce that its 2022 State Chapter Presidents have taken office as of January 1. State Presidents provide leadership for their states’ advocacy team, drive their states’ grassroots influence, build participation in NAIFA state legislative days and send state representatives to NAIFA’s annual Congressional Conference in Washington, D.C.
Topics: Press Release Leaders
3 min read
NAIFA 2022 Leadership Takes Office With Lawrence Holzberg as National President
By NAIFA on 1/5/22 1:53 PM
Lawrence Holzberg, LUTCF, LACP, Managing Director and Director of Insurance and Advance Sales, at Fortis Lux Financial, in Melville, NY, (loyal member since 1990) is the 2022 President of the National Association of Insurance and Financial Advisors (NAIFA). Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates in Brandon, FL, (loyal member since 1987) is President-Elect, Thomas M. Cothron, LUTCF, Agency Manager with Southern Farm Bureau Life Insurance Company in Ocala, FL, (loyal member since 1981) is Secretary, and Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, of Veritas Financial LLC/MassMutual Financial Group in McLean, VA, (loyal member since 2001) is Treasurer. Thomas O. Michel, LACP, Managing Director of Michel Financial Group in Los Angeles (loyal member since 1986) will continue his service as Immediate Past President.
Topics: Press Release Leaders
10 min read
The National Association of Insurance and Financial Advisors Celebrates Success in Completion of First Phase of its Five-Year Strategic Plan
By NAIFA on 1/4/22 5:14 PM
NAIFA has announced the completion of its 2021 Business Implementation Plan that is phase one of its 2025 Strategic Plan, and the release of its new Business Implementation Plan for 2022. The 2025 Strategic Plan builds on the NAIFA 20/20 plan penned in 2016 that navigated the organization through a complete restructure of its chapters and overhaul of its bylaws.
Topics: Press Release
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Jill M. Judd Receives the 2021 Norman G. Levine Distinguished Service Award
By NAIFA on 12/17/21 2:22 PM
The winner of NAIFA-CA's Norman G. Levine Distinguished Service Award is Jill M. Judd, LUTCF, FSS, RICP. Judd is a Past President of NAIFA-CA and NAIFA-National. She has been a State Farm Agent serving her community in Capitola, California, for the past 20 years.
Topics: Awards Press Release
4 min read
OneAmerica Individual Life and Financial Services Bolsters Leadership
By OneAmerica on 12/15/21 12:00 PM
On December 6, 2021, NAIFA partner OneAmerica announced strategic leadership changes in its Individual Life and Financial Services (ILFS) line of business aimed at strengthening distribution, recruiting, and business development operations. By building upon its leadership core, the ILFS business is well-positioned to effectively execute on its distribution vision focused on accelerated growth and operational excellence.
New ILFS appointments include:
- Chris Coudret, vice president, Career and Independent Brokerage
- Kristin Dorm, vice president, Agency Growth and Development
- David Junker, vice president, Business Development
Jeff Levin, vice president, Care Solutions Distribution
Topics: Press Release Potential Partners for Advisors
3 min read
Robelynn H. Abadie Receives the 2021 John Newton Russell Memorial Award
By NAIFA on 12/7/21 3:00 PM
NAIFA is proud to announce Robelynn H. Abadie, CAP™, CHRS, LUTCF, CSA, RFC, RDA™, Founder and Owner of Abadie Financial Services (AFS), LLC, an insurance and financial services agency in Baton Rouge, LA, is the recipient of the 80th 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. Abadie received the award at NAIFA’s National Leadership Conference in Washington, D.C., on December 6.