NAIFA

NAIFA Announces Nominees for Leadership Positions

Nominees for Secretary and the Board of Trustees to stand for election at NAIFA’s Performance+Purpose Conference this September in San Antonio The National Association of Insurance and Financial Advisors’ Committee on Governance has nominated Thomas O. Michel, LACP, of Michel Financial Group in Los Angeles for the position of 2018-2019 NAIFA Secretary. The Committee has also nominated five members to ...

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NAIFA, ITN Productions to collaborate on news-style program

Online program to showcase advisors’ role in reducing risks, protecting assets FALLS CHURCH, Va., April 12, 2018 – In a unique communications partnership, the National Association of Insurance and Financial Advisors (NAIFA) and international award-winning ITN Productions will produce a news and current affairs-style program investigating the essential role of financial advisors in helping individuals, families and businesses navigate complex ...

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Official Call to Special Convention

NAIFA National Council Session to take place May 22 in conjunction with NAIFA Congressional Conference From: Keith Gillies, CFP, CLU, ChFC, NAIFA President and Kevin Mayeux, CAE, Chief Executive OfficerThis memo serves as the official announcement of a special meeting of the NAIFA National Council as prescribed in Article X, Sections 2 & 4 of the Bylaws of the National ...

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NAIFA Launches Midwest Office to Strengthen Member Offerings, Support Expanded Services

Integration of Iowa-based The Grassley Group advances NAIFA 20/20 Strategic Plan to improve quality member experience FALLS CHURCH, Va. — The Board of Trustees of the National Association of Insurance and Financial Advisors (NAIFA) has reached an agreement with The Grassley Group (TGG), an association management services provider located in Cedar Falls, Iowa, to integrate TGG into NAIFA’s Membership and ...

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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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