NAIFA-Columbus

NAIFA-Columbus is one of three local chapters in Ohio. The local chapter, based in the state’s capital, finished 2022 in the top 10 local chapters for membership health. One of the reasons for Columbus’ ability to stay healthy has been a return to in-person monthly meetings that continue to focus on delivering on NAIFA’s membership value proposition to advocate, educate, and differentiate.

Columbus is exceptionally good at retaining and honoring members. As has long been the tradition, Columbus was able to return to an in-person celebration in December and award the chapter’s highest honor, the I. David Cohen Lifetime Achievement Award, to Duane Borcherding. Borcherding is a Past President of NAIFA-Columbus, the Immediate Past President of NAIFAOH, and has served on the National Membership Committee.

The award seeks to recognize members that have gone above and beyond in contributing to the life and health insurance industry, as well as contributing to the NAIFA community.

Borcherding joined the financial services industry at the age of 45 as a career changer and has built successful practices at Northwestern Mutual and New York Life, respectively. A loyal member since 2004, Borcherding participates in IFAPAC and has attended several Congressional

Conferences. Cort Bradbury gave the award on behalf of NAIFA-Columbus and recognized Borcherding as one of the chapter’s best and a leader that all NAIFA members can model.

The chapter thrives by holding a mix of networking and educational lunch events. A strong majority of the chapter plans to attend NAIFA-OH’s State Legislative Day on April 25th.

NAIFA’S ADVISOR TODAY

Kevin Mayeux, CAE, NAIFA CEO kmayeux@naifa.org 703-770-8101

Michael Gerber COO & General Counsel mgerber@naifa.org 703-770-8190

Diane Boyle SVP, Government Relations dboyle@naifa.org 703-770-8252

Suzanne Carawan VP, Marketing & Communications scarawan@naifa.org 703-770-8402

Charmell Davis VP, Member Advancement cdavis@naifa.org 703-770-8225

Erni Davis VP, Finance edavis@naifa.org 703-770-8125

Karla Kirk VP, Growth & Revenue kkirk@naifa.org 703-770-8227

Corey Matthews, CAE VP, Member & Chapter Services cmatthews@naifa.org 703-770-8404

Phu Ngo VP, Technology pngo@naifa.org 703-770-8130

NAIFA NATIONAL LEADERSHIP

President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP Bryon Holz & Associates bryon@bryonholz.com

President-Elect Thomas M. Cothron, LUTCF Southern Farm Bureau Life Insurance Company tomcothron@gmail.com

Secretary Douglas B. Massey, CLU, ChFC, FSS Doug Massey Financial Services doug@dougmassey.com

Treasurer Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS Veritas Financial LLC bjolly@vfwealth.com

Immediate Past President Lawrence Holzberg, LUTCF, LACP Coastal Wealth lholzberg@mycoastalwealth.com

NAIFA CEO Kevin Mayeux, CAE kmayeux@naifa.org

Board of Trustees Mark Acre, LUTCF Mark.acre@onesourcegroup.net

Dennis P. Cuccinelli, LACP dennis@dcuccinelli.com

Christopher Gandy, LACP cgandy@midwestlegacyllc.com

Aprilyn Chavez Geissler, LACP aprilyngeissler@gmail.com

Evelyn Gellar, LUTCF, RICP, CLTC egellarwifs@gmail.com

Brian J. Haney, CLTC, CFS, CIS, CFBS, LACP, CAE bhaney@thehaneycompany.com

Carina Hatfield, LUTCF, CLCS, LACP chatfield@weignerinsurance.com

Win Havir, CPCU, CLF, LUTCF, FSS, AIC, LACP Winona.havir@horacemann.com

Danny O’Connell, LACP doconnell@nextlevle.agency

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ADVISOR TODAY EDITORIAL WORKING GROUP

Ike Trotter, CLU, RICP,ChFC Working Group Lead

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Brian Ashe, CLU, LACP

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Chris Gandy, LACP Fred Joyner

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NAIFA’s Advisor Today is published three times annually by the National Association of Insurance and Financial Advisors.

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How Do You Invite Others to Lead?

From the Past President

By Lawrence Holzberg, LUTCF, LACP

There are cases where an individual will raise their hand on their own and volunteer to lead, but more often than not, people need to be invited to lead. What I’ve found to be successful in developing leaders is to quickly identify talent gaps in the current leadership team and then look for those skills, qualities, or characteristics needed to create a high-performing team. The next step is to set aside time to really talk one-on-one with the potential leader and to lay out your business case for why their talent is needed and how you envision them plugging into the team and adding to the depth of the team. It’s critical that the individual understands that they have been identified, selected, and now invited to lead. Leadership cannot be a “put a body on it” situation and nor can it be a “you got the job because you left the meeting” situation at NAIFA. Our leaders have true impact on our business and industry at the state and federal levels. Accepting a leadership position is to humbly understand that your peers trust that you are committed to representing their best interests.

CEO CORNER NAIFA | LEADERSHIP

From the President

By Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP

What I try to do is embody the characteristics of leadership each day. I strive to make those around me feel appreciated, recognize their efforts, and approach each project or task with an attitude of gratitude. The ability to volunteer is predicated on the fact that you have established your business practice or have mastered time management early in your business – that you have the bandwidth to willingly give your time, talent, and treasure to a cause bigger than yourself. Volunteer leadership is a noble undertaking and those that answer the call to serve should be applauded for their intentions and activities. When others see that giving is not only acknowledged but held in high regard, the natural response is that people will be more open to volunteering because it is seen as the right and good thing to do. When you create a positive feedback cycle for volunteering, you will see your numbers soar! NAIFA members are overachievers and dogooders by nature; typically, they just need the invitation and the support to start on the path to leadership.