Transforming NAIFA

It is an honor and a privilege to serve as your president. With your help and support, I am confident that we will take NAIFA to new heights of success.

For more than 125 years, NAIFA has been committed to building and advancing the financial- services profession with programs and services that inform and educate insurance and financial advisors. With members in every congressional district in the nation, NAIFA is also one of the most effective lobbying organizations in Washington, D.C.

But for two decades, NAIFA has experienced significant declines in membership and revenue, prompting the association to respond with a new business model that diversifies revenue and grows membership while maintaining the association’s position as a relevant and forward-thinking organization.

Complacency is no option when the marketplace around you is undergoing a dramatic change. That’s why NAIFA has taken on the task of reinventing itself to better serve you and your clients. The roadmap guiding this transformation is NAIFA 20/20, a plan that provides goals and a framework for action, allowing us to be decisive and nimble as we confront our changing business needs. In the process, NAIFA 20/20 will improve our professional-development offerings, strengthen our industry partnerships and increase the public’s awareness of the good that you do for your clients and their families.

To help you run your business more profitably, we are creating new training courses that will sharpen your skills and give you the professional expertise you need to succeed. We are also developing value-added professional credential programs that will allow you to demonstrate your proficiency and expertise to your clients, colleagues and employers. Our legacy and credibility in the marketplace make us a credible source of unparalleled professional-development programs.

Teaming up for success

On the advocacy front, no organization is better suited than NAIFA to represent the financialservices industry at both the state and federal levels. We are committed, as part of our NAIFA 20/20 transformation, to work hand-in-hand with insurance companies, brokerages and other corporate partners to ensure that we advance the interests of advisors, the industry and consumers nationwide.

No one ever got ahead by standing still. That’s why it is imperative for us to work collaboratively to implement the dynamic change demanded by NAIFA 20/20.

As we look at what NAIFA has accomplished and at what lies ahead, we know that success is not an option—it is an imperative. I hope I can count on your commitment as we enhance NAIFA and make it once again the association of choice for all agents and advisors.

Paul Dougherty, LUTF, FSS, HIA, ALHC, is president of NAIFA. He is with State Farm Insurance Companies in Hyattsville, Maryland. Contact him at paul@doughertyagency.com.

Naifa Officers

President Paul R. Dougherty, LUTCF, FSS, HIA, ALHC State Farm Insurance Companies paul@doughertyagency.com

President-Elect

Keith Gillies, CFP, CLU, ChFC Ameritas kmgillies@aol.com

Secretary Jill Judd, LUTCF, FSS State Farm Insurance Companies jill.judd.jyt0@statefarm.com

Treasurer Matthew Tassey, CLU, ChFC, LUTCF Burwell & Burwell mtassey@scribnerinsurance.com

Immediate Past President

Jules O. Gaudreau, Jr., ChFC, CIC The Gaudreau Group, Inc. julesgaudreau2@gmail.com CEO Kevin Mayeux, CAE kmayeux@naifa.org

Trustees

David A. Beaty, CLU, ChFC dave@heartlandfinancial.net

Michael O. Brown, LUTCF michaelbrown@financialguide.com

Aprilyn Geissler ageissler@farmersagent.com

Todd G. Grantham, CFP, CLU, ChFC, MSFS todd.grantham@nm.com

Bryon A. Holz, CLU, ChFC, LUTCF, CASL bryon@bryonholz.com

Brock T. Jolly, CFP, CLU, ChFC bjolly@financialguide.com

Booker Joseph, CLU, ChFC, FLMI Bookerjoseph@uhc.com

Delvin Joyce, CLU, ChFC delvin.joyce@prudential.com

Thomas O. Michel tmichel@michelfinancial.com

Charles M. Olson, CLU, ChFC Charles@ociservices.com

Cammie K. Scott, LUTCF, REBC, RHU cscott@ckharp.com

Greg Toscano, LUTCF Johnson Insurance Consultants gttoscano@yahoo.com

NAIFA SERVICE CORPORATION OFFICERS AND DIRECTORS

President

Kevin Mayeux, CAE

Secretary

Paul Dougherty, LUTCF, FSS, HIA, ALHC State Farm Insurance Companies

Treasurer Matthew Tassey, CLU, ChFC, LUTCF Scribner & Scribner

Directors

Brenda Doty, LUTCF, RHU, CLU, CPC The Doty Group, Inc.

Susan Wier, CFP, ChFC, LUTCF

First American Trust

EDITORIAL ADVISORY COUNCIL

Laurie A. Adams, CFP, CLU, LUTCF Country Insurance & Financial Services

Brian Ashe, CLU

Brian Ashe and Associates, Ltd.

Frank Bearden, Ph.D., CLU, ChFC

Frank C. Bearden, Ph.D., Consulting

Kevin Faherty, LUTCF Faherty Insurance Services, Inc.

Greg Gagne, ChFC, LUTCF Affinity Investment Group, LLC

Lisa Horowitz, CLU, ChFC

LifeCycles

Michael Lynch MetLife

John Marshall Lee, CLU, CFP, RHU People Insurance & Investments

John Nichols, MSM, CLU Disability Resource Group Inc.

Ike Trotter, CLU, CASL, ChFC

Ike Trotter Agency, LLC