Author Archives: Mark

Evelyn Gellar Receives NAIFA’s Inaugural Diversity Champion Award

The Penn Mutual AVP is recognized for her 25-year track record of promoting diversity in the insurance and financial services industry. The National Association of Insurance and Financial Advisors (NAIFA) has recognized Evelyn Gellar, LUTCF, as its 2017 Diversity Champion Award recipient. Gellar was recently promoted to AVP, Market Development for Penn Mutual and is recognized for her 25-year track ...

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NAIFA Cancels 2017 P+P Conference

Dear NAIFA Members: Due to the state of emergency declared by Florida Gov. Rick Scott for the entire state of Florida and the projected path and timing of the Category 5 Hurricane Irma, the NAIFA Executive Committee has made an unprecedented decision to cancel the 2017 Performance + Purpose Conference in Orlando, scheduled Sept. 8-10. The safety of our members, ...

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Cathy Balkcom and Kristine Buckles Receive NAIFA’s Prestigious 2017 C. Carney Smith Award

The National Association of Insurance and Financial Advisors has recognized Cathy Balkcom and Kristine Buckles, CAE, with the association’s most prestigious honor in association management: the C. Carney Smith Award. Balkcom is the executive director of NAIFA-Tennessee and Buckles is the executive director of NAIFA-New Jersey and a regional contractor for NAIFA-Illinois. “Congratulations to Cathy Balkcom and Kristine Buckles as ...

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Joseph Belth to Receive the 2017 John Newton Russell Memorial Award

The life insurance industry’s highest honor will be presented at NAIFA’s Performance + Purpose Conference in September as a tribute to his more than 50 years of service and dedication to the industry. The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Joseph M. Belth, CLU, Ph. D., Editor of The Insurance Forum, as the recipient of ...

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The Devastating Impact of Harvey

Dear NAIFA members, The thoughts and prayers of the entire NAIFA family are with our friends and colleagues affected by hurricane Harvey. The storm hit the Texas Gulf Coast late Friday bringing with it widespread destruction and flooding. Many areas have experienced more than two feet of rain, which continues across the area and is not expected to let up ...

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NAIFA Members to Convene for Performance+Purpose Conference

Insurance and Financial Advisors will meet Sept. 8-10 in Orlando, Fla. Revamped conference allows attendees to customize sessions—whether they are new to the industry, advanced, or somewhere in between Financial services reform on Capitol Hill and the role insurance agents and financial advisors play in helping consumers secure long-range financial security are among the topics to be discussed at NAIFA’s ...

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NAIFA Take 3: Tax Reform Highlights the Importance of NAIFA Advocacy

by Kevin Mayeux, NAIFA CEO Congress is set to return from its August recess and begin efforts to implement meaningful tax reform for the first time since 1986. More than any other issue, tax reform has the potential to impact insurance and financial advisors as well as the clients you serve. Ensuring that the tax code encourages rather than discourages ...

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NAIFA Wishes You a Happy Fourth of July!

Dear fellow NAIFA member, Happy Fourth of July from your national Board of Trustees and the entire staff at NAIFA. We appreciate your membership, as we appreciate the job you are doing to empower Americans from all walks of life to confront and overcome life’s many risks and financial uncertainties. The Fourth of July is the quintessential all-American holiday. It ...

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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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Take 3: NAIFA Debuts LACP Certification

Dear NAIFA member, On Sunday, I had the pleasure of joining a number of your fellow NAIFA members at the MDRT Annual Meeting in Orlando to officially launch NAIFA’s new certification, the Life and Annuity Certified Professional, or LACP. As the founder of the Million Dollar Round Table, it made sense that NAIFA leaders would choose the MDRT meeting as ...

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