NAIFA

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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Call for Nominations for NAIFA’s 2017 Diversity Champion Award

NAIFA is seeking nominations for the 2017 Diversity Champion Award, which recognizes NAIFA members who demonstrate exceptional efforts in promoting inclusion and full participation of diverse people in the insurance and financial-services profession. All nominations must be received on or before August 7, 2017. All NAIFA members in good standing are eligible to apply for this prestigious award, which will ...

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NAIFA Board proposes adoption of new bylaws

Dear Colleagues: Today, with this message, NAIFA Secretary Jill Judd notifies the secretaries of NAIFA state and local associations of the Board of Trustees’ proposal to adopt a new set of national bylaws that incorporate recommendations from the NAIFA 20/20 Quality Member Experience (QME) task force. As you know, the task force – appointed by the board last year to ...

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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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