People News

Passing the Gavel

By Paul Holman I am a Financial Services Professional Agent with New York Life. My grandfather was Richard “Dick” Wallsten Sr., and he passed away on Sept. 24, 2012. I began my insurance career at New York Life in March 2009. My grandfather and grandmother were always big supporters of my chosen path. Just a few weeks ago, a few family ...

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Petersen Inducted into the Iowa Insurance Hall of Fame

A pioneer of, and advocate for the disability income (DI)insurance industry, Petersen was one of five insurance professionals honored during the Iowa Insurance Hall of Fame’s 19th annual ceremonial dinner.

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Former NAIFA Trustee Joins Securities America

Former NAIFA Trustee Randy Scritchfield, CFP, LUTCF, of Damascus, Md., has joined Securities America, with $115 million in client assets. Securities America is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. “There were a few primary reasons I chose Securities America,” Scritchfield said. “Technology was a major influence, but the depth of staffing in the home office, strength ...

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Former NAIFA Staffer Joins New York Life

Former NAIFA employee, John Hathaway, has joined New York Life as an agent. In his new position, Hathaway will be selling a variety of products and services, including life and universal life insurance, annuities, retirement planning and 401(k) rollovers. He worked for NAIFA for four years before joining New York Life. Hathaway decided to enter the financial-services industry after talking ...

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Past NAIFA Trustee is Leading Agent at AIG Financial Network

AIG Financial Network has announced that Edward A. Zabielski, Jr., CAP, is the organization’s leading sales agent for 2014. AIG Financial Network honored him at its recent Annual Leadership Conference. Zabielski, a former trustee of the NAIFA Board of Directors, has been a financial advisor for over 35 years, servicing families, businesses, non-profits and NFL players. He is a member of the National ...

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In Memoriam: John Peterson

NAIFA regrets the death of former NAIFA Trustee and Secretary John Peterson, who passed away earlier this month in Tulsa, OK. He was 89 years old. Peterson was a Fuller Brush salesman before joining Tennessee Life Insurance Company. He was the leading agent for Tennessee Life after the first month and maintained that position until he graduated from the Institute ...

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The Guardian Names NAIFA-New York State President Managing Director& SVP of Wealth Advisory Group

NAIFA-New York State is pleased to congratulate its current President, Lawrence J. Holzberg, LUTCF, (Commack) on his appointment as Managing Director of the Guardian (New York) and Senior Vice President of Wealth Advisory Group LLC., (WAG) (New York; New York City & Albany). Mr. Holzberg joined Guardian and WAG in his new position effective February 1, 2015, where he brings ...

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NAIFA Member Joins MetLife in Austin, Texas

Capital Strategies of MetLife is pleased to announce that Jeremy David has joined the firm as Financial Adviser and Financial Services Representative.

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Dr. Johnson to Lead The American College

The Board of Trustees of The American College of Financial Services has named Robert R. Johnson, Ph.D., CFA, CAIA, as president and CEO, beginning October 1, 2014. Dr. Johnson’s extensive scholarship, experience in investment management, and results in building global awareness for financial services education, make him uniquely qualified to lead The American College. “Dr. Johnson will continue The American ...

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Mark Acre is YAT Team Leader of the Year

NAIFA – Springfield Member is the Fifth Recipient of the Award NAIFA has named Mark Acre the 2014 Young Advisors Team Leader of the Year. Acre, 33, is president of the Nixa, Mo.-based OneSource Insurance Group, a company he launched in 2007. “NAIFA-Springfield has benefited from Mark’s leadership and service since he joined the NAIFA-Springfield Board of Directors five years ...

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