Leaders Blog

Looking for a nice new piece of collateral to show prospective members and event sponsors what NAIFA has accomplished in 2021? 

The 2022 Business Implementation Plan(or "BIP" as we call it) for NAIFA was unanimously approved during the December 2021 Board of Trustees' meeting. The new plan is phase two of the 2025 Strategic Plan that outlines the work of NAIFA Nation. Each quarter, dashboards showing progress towards implementation of that year's BIP is sent to our Leaders as a way to report on progress towards goals in as transparent a manner as possible. To ensure that everyone on the same page, we also hold quarterly State of NAIFA webinars led by our President, CEO, and head of Government Relations. 

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.

The October Chapter Leaders Webinar featured several different speakers from numerous different departments including:

NAIFA has issued a press release announcing the Governance Committee's nominees for candidates to run for the 2022 NAIFA Board of Trustees and Secretary. The new leadership will be elected in December and will serve along with incoming NAIFA President Lawrence Holzberg and President Elect Bryon Holz.

The NAIFA Governance Committee is accepting nominations for members who wish to be considered as candidates for the 2022 NAIFA Board of Trustees and Secretary.

NAIFA is proud to announce the general availability of its online version of the Leadership in Life Institute (LILI) program. The online version of LILI is a new extension of the product line that allows for participants to undertake the six-month program without the need to travel.

At its March 24, 2021 meeting, the NAIFA Board of Trustees amended the NAIFA Bylaws to allow appointed Trustees, and the NAIFA Treasurer, to be considered as eligible candidates for the positions of NAIFA Secretary and NAIFA President-Elect. Previously, only those Trustees who had been elected (rather than appointed) to the NAIFA Board, and only a NAIFA Treasurer who had also been elected as a Trustee, could be considered for the offices that lead to service as NAIFA President. With this amendment, qualified NAIFA volunteers who have served on the NAIFA Board through appointment as Trustee or election as Treasurer may also be considered for the NAIFA Secretary and President-Elect roles. This widened pool of eligible leaders gives NAIFA more choices when evaluating diverse, experienced, talented, and dedicated leaders to guide our association in the future. This amendment furthers the modernization of NAIFA’s governance structure as it continues to evolve as a nimble, flexible, professional association that is built to meet the needs of all financial security professionals serving Main Street USA.

Please not that the times posted for the IFAPAC Regional Meetings in the monthly IFAPAC newsletter were incorrect.

Ameritas and NAIFA are teaming up to advance the careers of rising stars in the financial services industry. This initiative will engage Ameritas qualifying financial professionals in financial services advocacy by helping to build broader networks and leverage new pathways to grow their careers.