Michael W Halloran Elected into the NAEPC Estate Planning Hall of Fame®

  FOR IMMEDIATE RELEASE Contact: Susan Austin Carney Tel. 866.226.2224 Email: susan@naepc.org Michael W Halloran Elected into the NAEPC Estate Planning Hall of Fame® and Honored as an Accredited Estate Planner® (Distinguished) designee by the National Association of Estate Planners & Councils Cleveland, Ohio – The National Association of Estate Planners & Councils (NAEPC) is…

Important NAIFA-Florida Staff Update

Tom Ashley, AAI, AIAM, AIP Chief Executive Officer NAIFA-Florida President, Rod Whited, CFP, CLU, ChFC, CASL, has announced that Tom Ashley, AAI, AIP, AIAM, has been appointed CEO by the association’s Board of Directors. Tom as served as Interim CEO since March. Previously, he was Vice President of Member Relations. In 1987, Tom obtained his…

NAIFA Elects Bryon Holz for Trustee

CONGRATULATIONS! NAIFA Trustee Bryon A. Holz, CLU, ChFC, LUTCF, CASL NAIFA-Florida is pleased to announce that the NAIFA governing body, the National Council, elected Bryon Holz of NAIFA-Tampa as Trustee during the 2015 NAIFA Conference in New Orleans on October 5!Bryon’s passion for his profession compelled him to serve NAIFA in various ways over three…

Passing of Wendy Barraco

Wendy Barraco 1942-2015 It is with great sadness that we share with you the news that past NAIFA-Florida President Wendy Barraco, CLU, ChFC, RFC passed away recently. She served as President in 2002-03, and locally, was President of the Broward South AIFA (which later merged with other local associations) in 1990-91 and 1991-92. Wendy also…

2016 Legislative Day on the Hill

January 26, 2016 – January 26, 2016 411 Stadium Dr Map and Directions | Register Description: Legislative Day on the Hill Agenda Monday, January 25, 2016 6:30 pm – Herb Morgan Remembrance Dinner- Join fellow members for dinner as they remember Herb Morgan, former CEO of NAIFA-Florida. Dinner will be held at A La Provence…

Passing of Jim Fogarty

DATE: August 20, 2015 TO: NAIFA-Florida State and Local Leaders FROM: Tom Ashley, Interim CEO RE: Death of Jim Fogarty, former Legislative Vice President   We have received news here that former NAIFA-Florida Legislative Vice President Jim Fogarty, CLU, passed away following a long illness (see below for funeral arrangements). During Jim’s service to NAIFA-Florida…

NAIFA Follow-Up Survey on DOL Proposal

Dear NAIFA Member, If you provide advice or services to retirement-account clients, please take a brief, six-question NAIFA survey to help us as we prepare our comments addressing the DOL proposal. This is a follow-up to a survey NAIFA conducted in May. If you completed that survey, please complete this one as well. If you…

2015 Top Advisors Under 40 Application

NAIFA-Florida YAT is proud to announce our 2nd annual recognition of young agents within our industry! Candidates will consist of insurance and financial professionals throughout the state of Florida, and final recipients will be chosen by a panel of NAIFA-Florida board members. The award will be based on an advisor’s 2014 commissions, NAIFA association involvement,…