Leaders Blog

We would like to recognize the following leaders for their participation in IFAPAC regional meetings during the second quarter of 2023! Be sure that your state attends our monthly calls to obtain the most current information. In order to accommodate schedules, leaders have the option to participate in one of three calls each month. Thanks to the chapters who were active participants in Q2. #NAIFAproud

Alabama: Jay Stubbs
Alaska: Andra Holmstrom
California: Michael Mares, John Nilmeier, Louis Brownstone, Alvin Parra
Delaware: Tony McDonald
Florida: Tom Henry, Scott Bunkers, Tom Ashley, Joseph Chalom, Scott Bunkers
Georgia: Debby Evans
Hawaii: Cynthia Takenaka
Idaho: Guy Stubbs
Illinois: Sara Decatoire, Dennis Dean
Indiana: Jim Hardee
Iowa: Barry Johnson, Wendy Speckerman, Craig Adamson, John Raley
Maine: Lisa Laliberte
Massachusetts: Mike Elcock, Mark Male, Connell Tarr, Joshua O'Gara
Michigan: Kay Harless
Minnesota: Corey Anderson
Mississippi: Priscilla King, Demetrius Bryant
Missouri: Benjamin LeCroy
Nebraska: Todd Gaswick, Joe Pittmann
Nevada: Jarod Morgan
New Jersey: Kris Dickson, Dan Irizarry, Dennis Cuccinelli
New Mexico: Edward Dunn, Lynda Turner
New York: David Schnall
North Carolina: Janice Stevens, Elie Aharon
Oklahoma: Dick Porter
Oregon: Paul Hagemann
South Dakota: Jennifer Soma
Texas: Bianca Alonso Weiss, John Wheeler, Joey Ussery
Utah: Tim Johnson
Virginia: Elizabeth Pate, Andrew Holt, Stephanie Sheridan, Cody Schoonover
Wisconsin: Laura DeGolier

"It is with deeply saddened hearts that we say goodbye to our Father and Husband, Terry K. Headley in Melbourne Beach, Florida on March 18, 2023. Terry's passion was IFAPAC, and Terry would want any memorials directed to IFAPAC. Terry and I treasured all the support and friendships over the years. Thank You. There will be a Private Family Remembrance of Terry in Florida."

-- Wynetta Headley and Family

NAIFA is sad to inform our members, partners, and friends that NAIFA Past President Terry K. Headley, LUTCF, FSS, LIC, passed away March 18, in Melbourne Beach, Florida. A loyal NAIFA member since 1974, Terry was a legend in the insurance and financial services industry. He was the Founder and President of Headley Financial Group in LaVista, Nebraska.

Did you know? NAIFA has press release templates you can customize to send to your local news media outlet. As an example, see the great work by NAIFA-IL placing a press release announcing new chapter President Dennis M. Dean, CLU, LUTCF, in Chicago's Daily Herald last week. We encourage all NAIFA chapters to use these templates to announce new chapter leadership, award winners, your legislative day, and more. 

We're proud to announce Roger Sims, CLU, LUTCF, has received NAIFA's 2022 Q3 Membership Hard Hat Award.

The second month of each month contains a set of three calls for Membership Chairs.  We've tried to make it as flexible as possible.  There are three dates/times per month.  Attend the one that fits your schedule best.  The calls are designed for the Membership Chairs, but they are open to any leader or Exec that would like to attend.

How do you respond if a NAIFA member is dropping their membership because they don’t have time to participate or attend meetings? It is one of the most common reasons people give for canceling or failing to renew, and it’s important for NAIFA leaders to have a ready response.

NAIFA President Lawrence Holzberg, LACP, LUTCF, and President-Elect Byron Holz, CLU, ChFC, LUTCF, CASL, LACP, are representing NAIFA's Office of the President in upcoming speaking engagements around the country. NAIFA thought leaders offer insights into the state of NAIFA, the financial services industry, and the community of agents and advisors.

NAIFA leaders are in the perfect position to identify exceptional NAIFA members suitable for leadership positions or to be considered for NAIFA awards. Many leaders also have the qualifications needed to serve on the national Board of Trustees.

The NAIFA Enterprise Accountability Report is a quarterly, high-level snapshot of our progress toward the execution of the NAIFA 2025 Strategic Plan. In this report, NAIFA home office staff outlines pertinent updates correlated with the goals in the FY 2022 Business Implementation Plan. The report contains important information NAIFA leaders need to know. It also demonstrates NAIFA's commitment to transparency and open discussion.

Lawrence Holzberg, LUTCF, LACP, Managing Director and Director of Insurance and Advance Sales, at Fortis Lux Financial, in Melville, NY, (loyal member since 1990) is the 2022 President of the National Association of Insurance and Financial Advisors (NAIFA). Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates in Brandon, FL, (loyal member since 1987) is President-Elect, Thomas M. Cothron, LUTCF, Agency Manager with Southern Farm Bureau Life Insurance Company in Ocala, FL, (loyal member since 1981) is Secretary, and Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, of Veritas Financial LLC/MassMutual Financial Group in McLean, VA, (loyal member since 2001) is Treasurer. Thomas O. Michel, LACP, Managing Director of Michel Financial Group in Los Angeles (loyal member since 1986) will continue his service as Immediate Past President.