CFBS

NAIFA Elects and Installs Its 2024 Leaders at the Belong Event in Washington, D.C.

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Wednesday, December 13, 2023
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ARLINGTON, Va., Dec. 13, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (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.

Key Points: 
  • The 2024 NAIFA Board of Trustees reflects a breadth of talent and expertise drawing on the volunteer leadership of NAIFA, FSP, and Life Happens.
  • Christopher L. Gandy, LACP, Founder of the Midwest Legacy Group in Lisle, IL, will be the 2024 NAIFA Secretary.
  • "The 2024 NAIFA Board of Trustees reflects a breadth of talent and expertise drawing on the volunteer leadership of NAIFA, FSP, and Life Happens," said NAIFA's 2024 President Tom Cothron.
  • Having been duly sworn in, the 2024 NAIFA Trustees will officially assume their offices on January 1, 2024.

NAIFA Announces Candidates Nominated for 2024 National Leadership Roles

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Thursday, October 5, 2023
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ARLINGTON, Va., Oct. 5, 2023 /PRNewswire-PRWeb/ -- The Committee on Governance of the National Association of Insurance and Financial Advisors (NAIFA) has nominated Christopher L. Gandy, LACP, Founder of the Midwest Legacy Group in Lisle, IL, to be the 2024 NAIFA Secretary. A current member of NAIFA's Board of Trustees, Gandy has been a loyal NAIFA member since 2003. As incoming Secretary, Gandy will be in line to serve as President-Elect in 2025 and President in 2026.

Key Points: 
  • Nominated Candidates Will Be Installed at the National Leadership Conference in Washington, D.C. this December.
  • ARLINGTON, Va., Oct. 5, 2023 /PRNewswire-PRWeb/ -- The Committee on Governance of the National Association of Insurance and Financial Advisors (NAIFA) has nominated Christopher L. Gandy, LACP, Founder of the Midwest Legacy Group in Lisle, IL, to be the 2024 NAIFA Secretary.
  • The Committee has also nominated Stephen Kagawa, FSS, LUTCF, to serve a two-year term on the NAIFA Board of Trustees.
  • Both Cothron and Massey have served the association in multiple roles including national Trustee, State President, and specialty committee roles throughout their leadership tenure.

NAIFA Hosts Its 8th Annual Diversity, Equity, and Inclusion Symposium

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Thursday, March 9, 2023
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FALLS CHURCH, Va., March 9, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce NAIFA's 8th Annual Diversity, Equity, and Inclusion Symposium on May 22, 2023, in Washington, D.C. Presented by NAIFA's Talent Development Center, the Symposium will focus on the importance of promoting diversity, equity, and inclusion (DEI) within the insurance and financial services industry to provide opportunities for financial security to all Americans.

Key Points: 
  • FALLS CHURCH, Va., March 9, 2023 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce NAIFA's 8th Annual Diversity, Equity, and Inclusion Symposium on May 22, 2023, in Washington, D.C.
  • "Many NAIFA members are recognized thought leaders on DEI issues and initiatives, and it is our honor to bring them together with others for NAIFA's 8th Annual Diversity, Equity, and Inclusion Symposium.
  • NAIFA's 8th Annual Diversity, Equity, and Inclusion Symposium provides participants with a forum to discuss strategies for creating and promoting diversity in the financial services industry.
  • The 8th Annual Diversity, Equity, and Inclusion Symposium will kick off the annual Congressional Conference , NAIFA's signature advocacy event.

NAIFA Announces Nominees for 2023 National Leadership Positions

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Thursday, September 15, 2022
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FALLS CHURCH, Va., Sept. 15, 2022 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors' (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.

Key Points: 
  • Nominees for Secretary and the Board of Trustees will stand for election later this year at NAIFA's annual business meeting during the National Leadership Conference.
  • The Committee has also nominated two members to serve two-year terms on the NAIFA Board of Trustees.
  • The nominees will stand for election during NAIFA's annual business meeting at the National Leadership Conference (NLC).
  • NAIFA provides producers a national community for advocacy, education and networking along with awards, publications and leadership opportunities to allow NAIFA members to differentiate themselves in the marketplace.

The Q1 State of NAIFA Highlights the Association's 2021 Success and 2022 Programming

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Wednesday, January 26, 2022
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Holzberg reported on NAIFA's December National Leadership Conference and introduced the 2022 NAIFA Board of Trustees.

Key Points: 
  • Holzberg reported on NAIFA's December National Leadership Conference and introduced the 2022 NAIFA Board of Trustees.
  • "NAIFA accomplished a great deal in 2021 and we have much more on tap for 2022.
  • The Q1 2022 State of NAIFA, as well as recordings of previous State of NAIFA webinars, is available on NAIFA's website for on-demand viewing .
  • NAIFA members in every congressional district advocate on behalf of producers and consumers at the state, interstate and federal levels.

NAIFA 2022 Leadership Takes Office With Lawrence Holzberg as National President

Retrieved on: 
Thursday, January 6, 2022
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FALLS CHURCH, Va., Jan. 6, 2022 /PRNewswire-PRWeb/ -- 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).

Key Points: 
  • FALLS CHURCH, Va., Jan. 6, 2022 /PRNewswire-PRWeb/ -- 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).
  • NAIFA's 2022 leadership was elected during the association's annual business meeting held at the National Leadership Conference in Washington, D.C., in early December.
  • "We have a lot of work to do on behalf of NAIFA's members in 2022, and we have assembled a strong leadership team to push us forward as we implement Year Two of the NAIFA 2025 Strategic Plan," said NAIFA President Lawrence Holzberg.
  • NAIFA provides producers a national community for advocacy, education and networking along with awards, publications and leadership opportunities to allow NAIFA members to differentiate themselves in the marketplace.

Brian Haney Is NAIFA's 2021 Young Advisor Team Leader of the Year

Retrieved on: 
Wednesday, December 15, 2021
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FALLS CHURCH, Va., Dec. 15, 2021 /PRNewswire-PRWeb/ -- Brian Haney , CLTC, CFBS, CIS, CFS, CAE, LACP, Founder and Vice President of the Haney Company in Silver Spring, MD, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2021.

Key Points: 
  • FALLS CHURCH, Va., Dec. 15, 2021 /PRNewswire-PRWeb/ -- Brian Haney , CLTC, CFBS, CIS, CFS, CAE, LACP, Founder and Vice President of the Haney Company in Silver Spring, MD, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2021.
  • He is the current NAIFA-GWDC Young Advisor Team (YAT) Chair and a Past President of the chapter.
  • At the national level, Haney serves on the national YAT Committee and is a member of NAIFA's Diversity, Equity, and Inclusion Council.
  • "NAIFA is proud to recognize Brian Haney as the 2021 Young Advisor Team Leader of the Year," said NAIFA CEO Kevin Mayeux, CAE.

National Association of Insurance and Financial Advisors Announces Nominees for 2022 Leadership Positions

Retrieved on: 
Monday, October 4, 2021
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FALLS CHURCH, Va., Oct. 4, 2021 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors' Committee on Governance has nominated Thomas M. Cothron, LUTCF, Agency Manager with Southern Farm Bureau Life Insurance Company in Ocala, FL, for the position of 2022 NAIFA Secretary.

Key Points: 
  • FALLS CHURCH, Va., Oct. 4, 2021 /PRNewswire-PRWeb/ -- The National Association of Insurance and Financial Advisors' Committee on Governance has nominated Thomas M. Cothron, LUTCF, Agency Manager with Southern Farm Bureau Life Insurance Company in Ocala, FL, for the position of 2022 NAIFA Secretary.
  • The nominees will stand for election during the NAIFA's annual business meeting, to be held during the National Leadership Conference in Washington, DC, December 6-7.
  • ABOUT NAIFA: The National Association of Insurance and Financial Advisors is the preeminent membership association for the multigenerational community of financial professionals in the United States.
  • They work with families and businesses to help Americans improve financial literacy and achieve financial security.