A SPECIAL INVITATION TO NAIFA’S “BELONG” EVENT

NAIFA is inviting all members for an evening of camaraderie and celebration of all things NAIFA that will continue our legacy for another 130 years. The Belong event takes place Nov. 17 at 7:30 p.m. Eastern Standard Time.

The event will honor volunteer leaders, past and present. We will recognize our National Quality Award, Four Under 40, LUTCF and LACP recipients, and 2020 LILI graduates. The YAT Leader of the Year, Diversity Champion, and John Newton Russell Memorial award winners will be unveiled.

This event is the capstone of the year-long celebration of NAIFA’s 130th anniversary to thank all NAIFA members for their unwavering support over the years.

The NAIFA Belong Event has several purposes:

• To thank all NAIFA members for their unwavering support over the years.

• To serve as the association’s annual business meeting when the new board of trustees will be sworn into office.

• To thank and celebrate the more than 1,700 volunteer leaders and staff who power NAIFA’s 50 state and 35 local chapters.

• To pay tribute to our award recipients.

• To conclude the year-long celebration of NAIFA’s 130th anniversary.

Event Highlights

NAIFA National President, Cammie Scott, MSIE, ChHC, CLTC, LUCF, REBC, RHU, SHRM-SCP, SPHR, President of CK Harp and Associates in Springdale, Arkansas, will formally call the Annual Meeting to order and proceed with the election of five National Trustees and the National Secretary, Treasurer and President-Elect.

The Trustees who will be elected are:

• Wes Booker, LUTCF, Owner of the Wes Booker Agency in Maumelle, Arkansas (NAIFA member since 2004)

• Aprilyn Chavez Geissler, LACP, First Executive Vice President with Gateway Financial Advisors in Albuquerque, New Mexico (NAIFA member since 2005)

• Dennis Cuccinelli, LACP, Financial Representative, Certified Financial Services in Paramus, New Jersey (NAIFA member since 1986)

• Doug Massey, CLU, ChFC, FSS, Owner of Doug Massey Financial Services in San Angelo, Texas (NAIFA member since 1987)

• Brian Wilson, Sales Director with Mutual of Omaha Advisors in Lexington, Kentucky (NAIFA member since 2000)

The officers who will be elected are:

• Larry Holzberg, LACP, Director of Insurance and Advance Sales at Fortis Lux Financial in New York, (NAIFA member since 1990), will stand for election as President-Elect.

• Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, Founding Partner of Veritas Financial LLC/MassMutual Financial Group in McLean, Virginia, (NAIFA member since 2001), will stand for re-election as Treasurer.

• Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, Founder of Bryon Holz & Associates in Brandon, Florida, (NAIFA member since 1987), will stand for election as Secretary.

• Tom Michel, LACP, Managing Director of Michel Financial Group in Los Angeles (NAIFA member since 1986), will serve as the 2021 NAIFA President. And Cammie Scott, MSIE, ChHC, CLTC, LUCF, REBC, RHU, SHRM-SCP, SPHR, President of CK Harp & Associates in Springdale, Arkansas, (NAIFA member since 1998), will serve as Immediate Past President.

The elections will be followed by a recommitment of Trustees who have served one year of their two-year terms. These Trustees are:

• Mark Acre, LUTCF, President of OneSource Insurance Group in Nixa, Missouri (NAIFA member since 2009)

• Connie Golleher, CLTC, LACP, CEO, of The Golleher Group in McLean, Virginia (NAIFA member since 2000)

• Win Havir, CPCU, CLF, LUTCF, FSS, AIC, LACP, Executive Vice President Business Development with Educators Insurance Resources Services, Inc. and The Horace Mann Companies in St. Paul, Minnesota (NAIFA member since 1997)

• Steve Saladino, LACP, LUTCF, Managing Director with Principal Financial Group in Tampa, Florida (NAIFA member since 1991)

• John Wheeler, CFP, CLU, ChFC, CRPC, LACP, CLTC, Executive Senior Partner with MassMutual Texas Gulf Coast in Houston, Texas (NAIFA member since 1973)

Messages From Our Leaders

The annual meeting component of Belong will include the farewell address by NAIFA President Cammie Scott, MSIE, ChHC, CLTC, LUTCF, REBC, RHU, SHRM-SCP, SPHR, as she assumes the role of Immediate Past President, and a welcome address by NAIFA’s Incoming National President, Tom Michel, LACP.

All volunteer leaders will also participate in a Recommitment Ceremony to honor their membership in the premier association for American advisors.

All volunteer leaders will participate in a Recommitment Ceremony to honor their membership in the premier association for American advisors.

Awards And Accolades

The annual meeting will be followed by a celebratory virtual black-tie gala affair. The celebration will be open to all NAIFA members via Zoom, and chapters located in states that allow for in-person gatherings may gather together to hold in-person watch parties to celebrate.

During the celebratory component, the Belong Event will feature the unveiling of three NAIFA-National achievement awards:

• The NAIFA Young Advisor Team (YAT) Leader of the Year Award

• The NAIFA Diversity Champion Award

• The John Newton Russell Memorial Award

The YAT and Diversity awards are peer-reviewed honors given to NAIFA members who have demonstrated outstanding service to the association. The John Newton Russell Memorial Award is the highest honor that can be bestowed upon an individual in the life insurance industry. It recognizes a lifetime of professional excellence, service to the industry and a commitment to ethical conduct.

Tributes To Members

The unveiling of these awards will be followed by Tributes to NAIFA Members, when we will celebrate the leadership and accomplishments of several high-profile members, including:

• NAIFA Past Presidents

• The NAIFA 2020 Chapter Leadership

• National Quality Award Winners

• Four Under Forty Award Recipients

NAIFA members who have differentiated themselves by participating in the following NAIFA professionaldevelopment opportunities will also be recognized:

• LACP certification

• LUTCF designation

• Leadership in Life Institute

The event will conclude with comments by NAIFA’s Incoming President, Tom Michel, LACP, who will also give a 130th Celebration Toast to NAIFA’s future.

RSVP today to the Belong Event at belong.naifa.org/theevent. This is one event you cannot afford to miss!