People News

NAIFA names Kevin Ross 2017 Young Advisors Team Leader of the Year

NAIFA–Northern Colorado Member is the Eighth Recipient of the Award NAIFA has named Kevin Ross, the 2017 Young Advisors Team Leader of the Year. Ross, 38, is an agency owner of American Family Life Insurance Company, past president and current national committeeperson of NAIFA–Northern Colorado, and government relations chair and past president of NAIFA–Colorado. “I would like to congratulate Kevin ...

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Gellar Elected President of Women in Insurance and Financial Services

Evelyn Gellar, senior vice president at Empire Wealth Strategies, a Penn Mutual New York agency, was elected president of the Women in Insurance and Financial Services. WIFS is the only association within the insurance and financial services industry devoted to promoting the advancement of women. “We’re honored to have someone like Evelyn as part of our Penn Mutual family,” says ...

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MDRT Announces 2017 Executive Committee

MDRT has announced the appointment of Mark Hanna, CLU, ChFC, to President, and Regina Bedoya, CLU, ChFC, to Secretary of the organization’s Executive Committee. Hanna, from Concord, Calif., will be the 91st President of MDRT and will succeed 28-year member Brian D. Heckert of Nashville, Ill., who will become the Immediate Past President. James Pittman, CLU, CFP, a 42-year member ...

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Connie Golleher, CLTC, Appointed to NAIFA Board

Falls Church, Va., Dec. 7, 2016 – Connie Golleher, CLTC, president of The Golleher Group, LLC, of McLean, Va., has been elected to serve on the Board of Trustees of the National Association of Insurance & Financial Advisors, a federation representing the interests of life insurance agents and financial advisors. NAIFA’s Board of Trustees appointed Golleher during the association’s political ...

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Serio to Receive Lifetime Achievement Award

The Round Table of New York will recognize Gregory Serio, Esq., the former Superintendent of Insurance for the State of New York and Executive Director of NAIFA–NYS with its Lifetime Achievement Award at its Annual Black Tie Dinner on December 5, 2016. Serio, a Partner and Managing Director of Park Strategies LLC, was significantly involved in New York State’s and ...

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IN MEMORIAM—Paul M. Smith Sr.

NAIFA is sorry to report the death of past NALU (now NAIFA) Treasurer Paul Smith Sr., CLU. Smith passed away at the age of 83. Smith received a Bachelor of Science degree in Business Administration Accounting from Rockhurst University. He was Founder and Chief Executive Officer of Fringe Benefits Design, Inc., of Overland Park, Kansas, an employee-benefits administration and insurance ...

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NAIFA Members Inducted Into Tennessee Insurance Hall of Fame

On July 26, John P. Dewald, CLU, ChFC, John R. Milam, CLU, and Dennis R. Stephen, all current or former (retired) NAIFA members, were inducted into the Robert E. Musto Tennessee Insurance Hall Of Fame located on the campus of Middle Tennessee State University. Milam, a member of NAIFA-Knoxville, has been a NAIFA member for 40 years and was the ...

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Advisor Today Announces Recipients of the 2016 Four Under Forty Awards

NAIFA’s Advisor Today is proud to announce the recipients of the 2016 Four Under Forty Awards designed to recognize outstanding NAIFA members who achieve excellence in their profession before or by the age of 40. “Advisor Today’s Four Under Forty Award recipients reflect the bright future of our strong industry,” said NAIFA CEO Kevin Mayeux, CAE. “Each of them has ...

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D. Scott Brennan to Receive the 2016 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented to Scott Brennan at the NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 35 years of service and contributions to the industry.

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