NAIFA

NAIFA posts content from P+P Conference

Dear NAIFA members: I am pleased to present to you an online sampling of the 2017 NAIFA Performance+Purpose Conference. Our volunteers and leaders planned an exciting program of speakers, sessions and networking opportunities in Orlando, but as you know, Hurricane Irma had other plans. Our thoughts are with those impacted by Irma and Harvey, and the NAIFA Hurricane Relief Fund ...

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NAIFA Names 2017-2018 Officers, Trustees

Falls Church, VA (September 13, 2017) — The National Association of Insurance and Financial Advisors has announced its new officers and trustees slated to serve the association for the 2017-18 term. NAIFA’s new president is Keith M. Gillies, CFP, CLU, ChFC, of Ameritas in La Place, La. Gillies becomes president after serving one-year terms as president-elect and secretary. “This is ...

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Irma cancels NAIFA’s P+P Conference, but look for highlights of what could have been, on NAIFA.org

Dear NAIFA Members, I had hoped and expected to be in Orlando today, meeting with many of you at NAIFA’s 2017 Performance + Purpose conference. As you know, Hurricane Irma forced us to cancel the event, and we now turn our attention to those who have or will be impacted by Irma and by Hurricane Harvey. Many members of our ...

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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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NAIFA Establishes Emergency Relief Fund for Advisors Affected by Hurricane Harvey

The NAIFA Board of Trustees has activated the NAIFA Hurricane Relief Fund to provide financial assistance to insurance and financial advisors impacted by the widespread destruction and flooding in Texas and Louisiana, brought on by Hurricane Harvey. “Since Harvey made landfall in the early hours of Aug. 26, we have been inundated with harrowing images and stories of those affected ...

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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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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. FALLS CHURCH, Va. (August 16, 2017) – The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce Joseph M. Belth, CLU, Ph. D., Editor ...

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NAIFA’s Advisor Today Recognizes Outstanding Advisors with ‘Four Under Forty’ Award

Profiles of winners appear in September/October 2017 issue of Advisor Today FALLS CHURCH, Va. (August 16, 2017) — Advisor Today magazine has recognized four financial advisors with the “Four Under Forty Award,” given annually to four outstanding advisors who achieve excellence in their profession by or before the age of 40. The advisors will be profiled in the September/October 2017 ...

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