Industry Leadership
Setting the standard. Leading the industry.
Recognized Across the Industry
43+
Team members nationwide
10+
Congressional Advocacy Events
75
NAIFA memberships sponsored
Carrier Partnership
On various advisory committees and boards
National Industry Recognition
Awards & honors earned
NAIFA Awarded 2024
Financial Security Champion
Through our staff and advisor network, we currently hold and have previously held a variety of leadership positions across these industry organizations. We are proud to be actively involved in shaping the industry and contributing to its growth through service, leadership, and engagement.
LIBRA Board Member
Past NAIFA Presidents
National Industry Speakers
NAIFA Governance Committee
NAILBA Board Leadership
Finseca Member Financial Security For All
LIBRA Committee & Council Members
CLTC Board & Instructor
Seen & Heard In The Industry
Our Leaders share their insights and expertise across the platforms and publications shaping the future of financial security.
Contributing authors in Aspire Magazine, the industry’s newest and best journal for financial services and insurance advisors.
Featured on Wisconsin Public Radio’s The Larry Meiller Show and other podcasts discussing financial planning and retirement strategies.
Quoted as an expert in Kiplinger on longterm care planning solutions for affluent retirees.
Members of the LIBRA Insurance Partners Board, helping shape the future of the independent insurance industry.
Featured in GOBankingRates as a trusted source on lifetime income annuity strategies.
Recognized in Forum 400, an exclusive distinction honoring some of the nation’s top-performing life insurance professionals.