People News

MDRT Announces 2015–2016 Executive Committee Leadership

MDRT has announced the appointment of Brian D. Heckert, CLU, ChFC, to President, and Ross Vanderwolf, CFP, to Secretary of the organization’s Executive Committee, effective Sept. 1, 2015. Heckert, from Nashville, Ill., will be the 90th President of MDRT and succeeds 26-year MDRT member Caroline Banks, APFS, who will become the Immediate Past President. Mark J. Hanna, CLU, ChFC, a ...

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NAIFA’s Juli McNeely Featured in Retirement Advisor Cover Story

NAIFA Immediate Past President Juli McNeely is featured in a Retirement Advisor magazine cover article titled “Women in Insurance.” McNeely appears on the cover with Susan Combs, president of Women in Insurance and Financial Services and a NAIFA member, and Jillian Nell, a financial planner based in Houston. The article consists of excerpts from a panel discussion at the Advisor ...

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New York Life Agent Receives NAIFA’s Agent of the Year Award

New York Life agent and registered investment advisor Irma Inés Quiñones, CLU, ChFC, CLTC, was recently presented with the Jack Richter Memorial Agent of the Year Award by the Silicon Valley association of the National Association of Insurance and Financial Advisors (NAIFA). This prestigious career award recognizes the outstanding agent who has contributed to the financial services industry, developed into ...

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NAIFA Names Jennifer Alford the 2015 Young Advisors Team Leader of the Year

NAIFA – Toledo Member is the Sixth Recipient of the Award The National Association of Insurance and Financial Advisors (NAIFA) has named Jennifer Alford the 2015 Young Advisors Team Leader of the Year. Jennifer, 37, is vice president of Creative Financial Partners, and will become the company president in January 2016. She is also the immediate past president of NAIFA-Ohio, ...

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Weiss Receives LUTCF Course One Scholarship

Dycelia Weiss is the recipient of the LUTCF Course One Scholarship, funded by the College for Financial Planning. The scholarship will pay the tuition for Weiss’ enrollment during the first course of the LUTCF Program. Weiss will have 90 days to enroll in the course and one year to complete the course from the date of enrollment. The scholarship does ...

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