People News

NAIFA-San Diego President-Elect Graduates from LILI

Nicole Rex, President Elect of the NAIFA San Diego Chapter, recently graduated from the NAIFA Leadership in Life Institute. LILI is a six-month, leadership-development program devoted to advancing one’s personal growth and professional success. The LILI curriculum is based on the leadership writings of Stephen Covey, John Maxwell, Jim Collins, and Kouzes & Posner. The course is broken down into ...

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NAIFA Past President to be Inducted into The Michigan Insurance Hall of Fame

NAIFA Past President David Smithkey, RFC, CLU, will be inducted into the Michigan Insurance Hall of Fame next month. The induction ceremony will take place on August 21 at the Country Club of Lansing in Lansing, Michigan. In 1988, the Olivet College Insurance Program Advisory Committee, consisting of leaders from the insurance and risk-management business community, called for the establishment ...

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Margaret Ellison Simonds Elected Secretary of NAIFA-Massachusetts

Margaret Ellison Simonds, Director of New Business and Underwriting at First American Insurance Underwriters, Inc., in Needham, Massachusetts. was recently elected Secretary of the National Association of Insurance and Financial Advisors (NAIFA) of Massachusetts. Simonds began her life insurance career in 1990 and has developed extensive knowledge of life insurance, disability income and long-term-care marketing strategies for assisting advisors in ...

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NAIFA Member Receives Financial Professional of the Year Award

“His ability to provide comprehensive financial advice to these clients through his extensive knowledge base and sound ethical principles makes Eric one of Penn Mutual and HTK's most successful advisors.”

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AT Recognizes Four Outstanding Advisors

Advisor Today 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 2013 issue of Advisor Today, which will be distributed to attendees of NAIFA’s 2013 Career Conference and Annual Meeting in ...

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The Magic That Is MDRT

MDRT has performed its magic again—this time at its Annual Meeting held earlier this week in Philadelphia.

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NAIFA Member Is VP, Sales Productivity and Business Development, at American General

"Joe's more than 33 years of experience in the life insurance and financial planning industries will further strengthen our relationships with our valued institutional and brokerage general agency distribution partners as we concentrate on helping them deliver customized, effective solutions to their clients."

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AALU Members Elect New Directors and Officers

Members of the Association for Advanced Life Underwriting elected new officers and three new directors for 2013-14 during the association’s annual meeting in Washington, D.C.

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