The Omaha, Nebraska financial professional has served as an inspirational leader within NAIFA and the Society of Financial Service Professionals.
2 min read
NAIFA Selects James Lammers as the Kenneth Black Jr. Leadership Award Winner
By NAIFA on 2/26/26 11:27 AM
Topics: Awards Press Release
2 min read
NAIFA Honors KHI Solutions as the 2025 100% Agency of the Year
By NAIFA Membership on 2/24/26 10:11 AM
NAIFA 100% Agencies ensure that every eligible producer within their ranks is a current and active NAIFA member.
NAIFA is proud to recognize KHI Solutions of Fort Dodge, Iowa, as the recipient of the 2025 NAIFA 100% Agency of the Year Award.
KHI Solutions, led by owners Brenda Eckard and Lynn Schreder and VP of Finance & Operations Misty Bethel, exemplifies the values and professionalism that define NAIFA’s membership. With over 30 NAIFA members across their team, KHI’s ongoing commitment to excellence, ethical service, and full participation makes them a standout example of what it means to be #NAIFAProud.
Topics: Press Release NAIFA 100% Agency
3 min read
NAIFA and Coventry Announce Newly Expanded Relationship
By NAIFA on 2/17/26 9:42 AM
Under the agreement, Coventry will be NAIFA’s national Gold sponsor in the category of life settlements.
The National Association of Insurance and Financial Advisors (NAIFA) and Coventry have formalized a category-exclusive national sponsorship designed to expand advisor education and access to resources related to life settlements and the secondary market for life insurance. Coventry will serve NAIFA’s members as the exclusive life settlement category Gold sponsor, supporting NAIFA’s national activities and events.
Topics: Press Release NAIFA Partner
1 min read
The Paul S. Mills Scholarship Program Seeks Applicants
By NAIFA on 2/9/26 4:11 PM
NAIFA's Foundation for Financial Service Professionals seeks applicants for the Paul S. Mills Scholarship program. The program offers scholarships to students pursuing degrees in financial service related fields, including finance, accounting, insurance or risk management, actuarial sciences, and personal financial planning. The application deadline is March 31.
Topics: Press Release FSP
2 min read
If it’s February, it’s Insure Your Love Month
By NAIFA & Life Happens on 1/30/26 11:30 AM
Most people don’t like talking about endings and dare we say, death. That’s what makes February’s Insure Your Love campaign so spot on. It allows you to link life insurance with love, a topic most people do want to talk about.
Topics: Life Happens Press Release #MemberBenefits
2 min read
Josh O’Gara Joins the NAIFA Board of Trustees
By NAIFA on 11/20/25 12:52 PM
National Association of Insurance and Financial Advisors (NAIFA) President Doug Massey, LUTCF, CLU, ChFC, CRES, FSS, has announced the appointment of Josh O’Gara, CLU, ChFC, CFP, a Partner and Co-Founder at Prism Benefits, PBC, in Woburn, Mass., to serve on the NAIFA Board of Trustees effective immediately.
Topics: Press Release Leaders
2 min read
O’Connell and Potts Are 2025 NAIFA Diversity Champions
By NAIFA on 10/13/25 10:47 AM
NAIFA is pleased to recognize two Diversity Champions for 2025: Danny O’Connell, LACP, of Dallas, Texas, and Christopher Potts, Sr., of Rock Hill, South Carolina. O’Connell and Potts will be honored along with other NAIFA award recipients at the 2025 Belong awards dinner on October 14 in Arlington, Virginia.
Topics: Awards Press Release
3 min read
Limongelli, Owen, Porter, and Sayyad Named NAIFA’s Advisor Today 4 Under 40 Award Winners
By NAIFA on 10/9/25 1:58 PM
NAIFA’s Advisor Today is pleased to announce the winners of its annual 4 Under 40 awards: Nicholas Limongelli, CLU, of NAIFA-New York; S. Grayson Owen, CLU, REBC, of NAIFA-Georgia; Carson Porter, CFF, FSS, RICP, LUTCF, CHLU, of NAIFA-Nevada; and Rachel Sayyad of NAIFA-Maryland.
Topics: Awards Press Release
2 min read
Shane Westhoelter Is NAIFA’s 2025 Terry Headley Lifetime Defender
By NAIFA on 9/22/25 4:41 PM
NAIFA is proud to announce that Shane Westhoelter, AEP, CLU, LUTCF, LACP, the Founder and CEO of Gateway Financial Advisors, LLC., Gateway Insurance Group, Inc, and Gateway Insurance & Financial Services, LLC in Albuquerque, N.M., is the 2025 recipient of NAIFA’s Terry Headley Lifetime Defender Award.
Topics: Advocacy Awards Press Release
2 min read
NAIFA-Texas President Rick Demko to Be Honored as YAT Leader of the Year
By NAIFA on 9/10/25 9:31 AM
The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce that Richard “Rick” Demko, CLU, ChFC, RICP, AEP, LUTCF, LACP, has been named the 2025 Young Advisor Team Leader of the Year. This award celebrates outstanding leadership, dedication, and impact within the financial advisory industry, recognizing individuals who exemplify the highest standards of excellence.


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