Chapter Cohorts
The Chapter Services Team, along with the Field Leader Experience (FLEX) Team host a monthly meeting with Chapter Presidents, Chapter President-Elects, Chapter Membership Chairs, and Chapter Executive Directors to foster idea-sharing, problem-solving and group goals. In addition, Cohorts were created to:
- Create a source of ideas, solutions and support...your peers!
- Further simplify and enhance the Chapter Services Team support structure.
- Group Chapters of similar sizes, jurisdictions and resources for enhanced peer-to-peer collaboration.
Each Cohort is named after a NAIFA great. The below Chapter Cohort Roster includes their name, population, FLEX Team contact, monthly call schedule and a description of the NAIFA great they represent.
The Peter Browne Cohort
Population: 7 Million +
FLEX Team Liaisons: John Wheeler and Dan Peterson
Monthly Call: First Wednesday @ 2 p.m. Eastern
Chapter Roster: Arizona, California, Florida, Georgia, Illinois, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, and Washington
Description: The Peter Browne Cohort is named in honor of Peter C. Browne, LUTCF, of New York, who was the 2015 recipient of the John Newton Russell Memorial Award, and served as NAIFA Treasurer for many years, and in several other industry leadership roles.
The Juli McNeely Cohort
Population: 3.1-6.9 Million
FLEX Team Liaisons: Scott Dorminy and Lanet Spence
Monthly Call: Second Wednesday @ 2 p.m. Eastern
Chapter Roster: Alabama, Arkansas, Colorado, Connecticut, Indiana, Iowa, Kentucky, Louisiana, Maryland, Minnesota, Missouri, Nevada, Oklahoma, Oregon, Puerto Rico, South Carolina, Utah, and Wisconsin
Description: The Juli McNeely Cohort is named in honor of Juli Y. McNeely, CFP, CLU, LUTCF, of Wisconsin, who served as NAIFA’s first woman President in 2014-2015.
The Jeff Taggart Cohort
Population: Less than 3 Million
FLEX Team Liaisons: Corrado Gugliotta and Bruce Pope
Monthly Call: Third Wednesday @ 2 p.m.
Chapter Roster: Alaska, Delaware, District of Columbia, Hawaii, Idaho, Kansas, Maine, Mississippi, Montana, Nebraska, New Hampshire, New Mexico, North Dakota, Rhode Island, South Dakota, Vermont, West Virginia, and Wyoming
Description: The Jeff Taggart Cohort is named in memory of Jeffrey J. Taggart, CLU, ChFC, LUTCF, of Wyoming, who served as NAIFA President in 2007-2008, following in the footsteps of his grandfather, Grant Taggart, the “Will Rogers of the insurance industry,” who was NAIFA President in 1942-1943.
The John Newton Russell Cohort
FLEX Team Contact: John Nilmeier and Heather Lindsley
Monthly Call: Fourth Wednesday @ 2 p.m. Eastern
Chapter Roster: Austin, Central Florida, Central Iowa, Chicagoland, Cincinnati, Cleveland, Columbus, Dallas, Eastern Iowa, Fort Worth, Greater Foothills, Heartland, Houston, Louisville, Los Angeles, Memphis, Northeast Florida, Northern Virginia, Pineywoods of East Texas, Richmond, San Francisco Peninsula, Silicon Valley, Tampa Bay, Tidewater, Upstate South Carolina, and Wichita
Description: The John Newton Russell Cohort is named in memory of John Newton Russell of Los Angeles, California, who served as NAIFA President in 1916-1917, and for whom the industry’s highest honorary award is named.
