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Women in Insurance & Financial Services Honors Several Women

The Women in Insurance & Financial Services recently honored several outstanding women during its annual awards ceremony held in Minneapolis. The following awards were presented: WOMAN OF THE YEAR The 2017 recipient is Susan Combs, president of Combs & Company. This is the highest level of recognition that a WIFS member can receive from her peers and honors an individual ...

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New York Life Names Lizzie Dipp Metzger 2017 Council President

New York Life has named Lizzie Dipp Metzger, CFP, AEP, as its 2017 Council President.  The first Hispanic woman to receive this award, Metzger ranked as the top advisor among New York Life’s more than 12,000 licensed agents and advisors, based on production, while adhering to the highest standards of ethics and professionalism. Metzger is also a past recipient of ...

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Ohio National President and CEO to Receive Lifetime Achievement Award

The Round Table of New York will recognize Ohio National Financial Services President, CEO, and Chairman of the Board, Gary T. “Doc” Huffman, CLU, ChFC, with a Lifetime Achievement Award at its 99th Anniversary Black Tie this December in New York City. The Round Table of New York offers this annual award to an individual who has made significant contributions ...

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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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Guardian CEO Honored for Dedication to Project Renewal

Deanna Mulligan, President and CEO of Guardian, was recently honored by Project Renewal, a nonprofit organization that empowers homeless New Yorkers to renew their lives through comprehensive medical, housing and job programs. Project Renewal raised over $1.5 million at its 27th Annual Gala Benefit and Auction, held June 8 at Spring Studios. Mulligan is a former member of Project Renewal’s ...

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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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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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