Leaders Blog

 NAIFA Nation will once again head to Washington, D.C. on May 22-23 for the Congressional Conference where we will advocate on behalf of our businesses, clients, consumers, and the insurance and financial services industry.

January is a time for reflecting and preparing for the year ahead.  Take a moment to reflect on some of the moments from 2022 that shaped NAIFA Nation!  Thanks to our leaders for making 2022 a successful year! May 2023 be an extraordinary one!

Don't miss the first NAIFA Live of 2023, "Transferable Sales Ideas from the Best in the Industry," on Thursday, January 19 at 2 pm eastern and sponsored by Penn Mutual.

Join an all-star panel of industry talent including Hunter Gimbel of the Gaber Group, Caleb Guilliams of BetterWealth, and author/speaker Doug Grady to learn their perspectives on how to achieve unimaginable success in today's climate.

Moderated by Howard Sharfman of NFP Solutions, the panelists introduce concepts that you will not hear in your current environment and share transferable sales ideas that you can implement immediately.

Many NAIFA leaders already know NAIFA 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates in Brandon, FL. He's been a loyal NAIFA member since 1987 and an active leader for nearly as long. He served on NAIFA’s national Board of Trustees from 2015 to 2019 and was a member of the NAIFA 2025 Strategic Planning Committee. He has served on NAIFA's Executive Committee since his selection as Secretary in 2021. He's spoken at numerous NAIFA national and chapter events around the country.

NAIFA is working to build out the 2023 Gallery Pages showcasing our National, State, and Local Leaders. If you will be serving as your Chapter President, Chapter IFAPAC Chair, Chapter Grassroots Chair, Chapter Membership Chair, or Chapter Vice President of Advocacy, please send your headshot to marketing@naifa.org. 

2022 and 2023 Chapter Presidents are invited to participate in this engaging peer-to-peer call on Thursday, December 15th at 4:30 pm eastern. NAIFA 2022 President, Larry Holzberg and NAIFA 2023 President Bryon Holz will lead the discussion. This is your opportunity to hear what other chapters across NAIFA Nation are doing to grow membership, develop and maintain grassroots relationships, and increase IFAPAC participation to drive success in 2023. Presidents, please check your inbox for your invitation to this call.

Dennis Cuccinelli, LACP, an Independent Advisor associated with Certified Financial Services from Paramus, NJ, has received NAIFA's inaugural Annual Membership Hard Hat Award. He was presented the award by current NAIFA President Lawrence Holzberg, LUTCF, LACP, and incoming 2023 President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, November 14 in Washington, D.C., at NAIFA’s Belong awards celebration that was part of the National Leadership Conference.

On January 10, join 2023 NAIFA-National President Bryon Holz, NAIFA CEO Kevin Mayeux, and NAIFA SVP of Government Relations Diane Boyle for the first State of NAIFA webinar of the new year. 

Holz, Mayeux, and Boyle will share an update on where NAIFA is as an organization, preview NAIFA's advocacy goals for the new year, and highlight the benefits available exclusively to NAIFA members.

Chris Bor, LUTCF, CLU, ChFC, a loyal NAIFA member since 1998 and Immediate Past President of NAIFA-WA, testified at a hearing of the Washington State Senate Business, Financial Services & Trade Committee on the use of life insurance, annuities, and policy riders in long-term care planning. He gave an overview of a wide variety of LTC planning options and discussed the value of agents and advisors to consumers. Bor also serves as Vice-Chair of NAIFA's National Membership Committee.

December 8th | 2 pm eastern