NAIFA’s Committee on Governance has nominated John Wheeler, CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary. Wheeler, who currently serves on NAIFA’s National Government Relations and IFAPAC Committees, is a past NAIFA-National Trustee and Past President of NAIFA-Illinois. He has been a loyal NAIFA member since 1973. As incoming Secretary, Wheeler will be in line to serve as President-Elect in 2026 and President in 2027.

NAIFA is saddened by the news that association Past President Robert B. Hughes, CLU, ChFC, LUTCF, LIC, recently passed away. A Senior Agent with Principal Financial Group in East Lansing, Michigan, before he retired, Hughes first became a NAIFA member in 1962 and served as national President for the 1983-1984 term. He was the President of NAIFA-Michigan in 1977-1978.

NAIFA is proud to announce the formation of its Industry Leadership Board (ILB) comprised of distinguished leaders within the insurance and financial services sector. This inaugural board brings together a select group of financial professionals dedicated to helping NAIFA members succeed in their businesses and serve their clients.

NAIFA CEO Kevin Mayeux, CAE, was named one of the “Top 10 Most Influential People in Insurance” by CIO Views magazine.

Among his achievements cited by the magazine is Mayeux’s leadership of NAIFA’s transformation into a modern, forward-looking association. Under his guidance, NAIFA has revamped its bylaws and unified as One NAIFA with a strong national presence and revitalized state chapters working together with local chapters to best serve the needs of financial professionals and consumers. He managed this transformation began in 2019 while navigating additional challenges brought on by the COVID-19 pandemic.

NAIFA has formally elected its officers and Board of Trustees at its annual business meeting as part of the National Leadership Conference and Belong awards celebration in Washington, D.C.

Joseph Schreck, CPFA, President at the Piedmont Group in Atlanta, GA, is the NAIFA Young Advisor Team Leader of the Year for 2023.  

NAIFA's Chapter Excellence Award (CEA) was launched this year to recognize the success of those Chapters that have excelled in providing a quality member experience to their members, as determined by their Chapter Agreement Compliance, their Chapter Health Rating, and membership growth. Congratulations to this year's Chapter Excellence Award winners! 

NAIFA President Bryon Holz understands as well as anyone how annuity products can fit in holistic financial plans for many of his clients. They are the only product that can provide guaranteed income for life and are often the perfect complement to other planning products.

Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023.

The NAIFA Quality Award recognizes the best of the best in our industry. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers. The NQA is open to all agents and advisors to apply, however, only active NAIFA members are eligible to be recognized.

See John D. Richardson, RICP® LACP®, loyal member since 2003, in action on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this Wednesday, April 26 at 12 pm eastern.

John will discuss why more advisors should be comfortable with being uncomfortable, and how this shift in attitude and mindset can lead to greater success in their professional careers.