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1 min read

Understanding Social Security

By NAIFA-GWDC on 7/28/22 9:00 AM

NAIFA-Greater Washington, D.C. and NAIFA-Maryland are pleased to present you with a joint continuing education opportunity conducted by Career Insurance, Inc. Join us October 3, 2022 virtually on Zoom from 1:00 - 4:00 pm for Understanding Social Security, a webinar presented by Rick Weston! 3 Hours of CE Credit.

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In Memory of C. Sherfy Jones

By NAIFA-GWDC on 5/23/22 11:31 AM

C. Sherfy Jones, CLU, ChFC, JD passed away on May 2, 2022 at the age of 90. Sherfy was a special leader in our profession and our organization- an unwitting mentor to many, admired, respected and loved by those who were fortunate to get to know him. Sherfy will be missed.

4 min read

NAIFA-GWDC's Success Summit Returns as a High-Powered, In-Person Event

By NAIFA on 5/4/22 2:59 AM

NAIFA President Lawrence Holzberg and CEO Kevin Mayeux joined NAIFA-Greater Washington, D.C., members Brock Jolly (NAIFA Treasurer), Ryan Buck (chapter President), Paul Dougherty (NAIFA Past President), Randy Scritchfield (NAIFA Past Trustee), Brian Haney (NAIFA Young Advisor Team Leader of the Year) and others at this year’s NAIFA-GWDC Success Summit. Joining in from outside of NAIFA-GWDC were NAIFA Trustee Dennis Cuccinelli and past YAT Leader of the Year Carina Hatfield.

Mayeux spoke about how NAIFA is executing on its NAIFA 2025 strategic plan to grow membership, amplify the NAIFA brand, and enhance the membership experience. He also previewed the NAIFA Foundation for Financial Security focused on improving financial literacy in the United States by building a broader base of financial professionals by bringing more quality people into the profession. “We’re going to reach into diverse communities all across this country and bring more people who look like the broad tapestry of America into the profession,” he said.

Holzberg held a Q&A session with NAIFA members. He spoke of the advantages that NAIFA members have when it comes to surviving and thriving in the industry. NAIFA advocates on behalf of members and helps differentiate them from others in the industry, he said. The association also provides important connections that help NAIFA members enhance their careers and grow personally. “I’ve been honored to be in NAIFA for over 30 years,” Holzberg said. “If not for this association, I would not know as much as I have learned. Better yet, I wouldn’t have a network of people I can reach out to. In this area, Paul Dougherty, Keith Gillies in Louisiana, my good friend Tom Michel in California. I’ve developed a range of people and a network of friends who, one, are there for you because that’s what we do in our industry, and two, have helped educate me.”

Keynote speakers for the morning session were Dave Resseguie, the Founder and Chief Shepherd of The Resseguie Group and a contributing columnist for Advisor Today, and Megan Carpenter, CEO and Co-Founder of FiComm Partners, and Candice Carlton, the firm's Head of Advisor Education. 

Afternoon keynote speakers were Bill Acheson, a business and body language expert, and Morris Morrison. The presentation by Morrison elevated and inspired the crowd and provided a preview of his high-energy and motivational style that will be on display at NAIFA’s Apex sales summit at the Arizona Biltmore in Phoenix, August 17-18.

 

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You Don't Have to Be an Experienced Advocate to Make a Difference at NAIFA's Congressional Conference

By NAIFA on 4/19/22 9:45 AM

NAIFA-Greater Washington, D.C., member and Young Advisor Team Leader of the Year Brian Haney, CLTC, CFS, CFBS, CIS, LACP, CAE, provides his insights on NAIFA's Congressional Conference and how you don't have to be an experienced advocate to make difference. While Haney grew up in the D.C. area, our elected officials are interested in hearing the Main Street stories of insurance and financial professionals from around the country. Lend your voice by joining us May 23-24 at NAIFA's Congressional Conference.

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President Larry Holzberg to Speak at Annual Success Summit

By NAIFA-GWDC on 3/9/22 3:50 PM

Lawrence Holzberg, LUTCF, LACP, President of NAIFA will be a featured speaker during NAIFA-Greater Washington, D.C.'s Annual Success Summit on April 26th. His presentation will review the State of NAIFA and challenge insurance and financial professionals to be the best they can be.

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NAIFA YAT Leader of the Year Brian Haney Shares Five Keys to His Success

By NAIFA on 3/4/22 9:53 AM

Brian Haney, CLTC, CFS, CIS, CFBS, LACP, CAE, NAIFA's Young Advisor Team (YAT) Leader of the Year recently shared five keys to his success as a financial professional with InsuranceNewsNet's AdvisorNews. Haney is the Founder and Vice President of the Haney Company in Silver Spring, MD. He has been a loyal NAIFA member since 2013 and is very engaged and active in our association.

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Brian Haney is NAIFA’s 2021 Young Advisor Team Leader of the Year

By NAIFA on 12/7/21 3:17 PM

Brian Haney, CLTC, CFBS, CIS, CFS, CAE, LACP, Founder and Vice President of the Haney Company in Silver Spring, MD, is the NAIFA Young Advisor Team Leader of the Year for 2021.

Haney is a member of NAIFA-Greater Washington, D.C., and has served on the chapter’s Board for more than seven years. He is the current NAIFA-GWDC Young Advisor Team (YAT) Chair and a Past President of the chapter. He has chaired several other NAIFA-GWDC committees and served on the Board of NAIFA-MD. He is a 2015 graduate of NAIFA’s Leadership in Life Institute (LILI) and serves as a LILI Moderator.

4 min read

NAIFA Member Allen Bruce Wins the 2021 Lang Dixon Award

By Ronan Friend on 10/8/21 3:16 PM

Allen R. Bruce, CLU, ChFC, is this year’s winner of the Lang Dixon Leadership and Excellence in Achieving Diversity Award. Bruce has been in the financial and insurance industry for 52 years and has been a loyal member of NAIFA since 1973. He was the first African American to complete a full term as president of the District of Columbia Life Underwriters Association (now NAIFA-Greater Washington, D.C.) and the first African American president of the Million Dollar Round Table Foundation. 

In Memory of Maxie-Ellen Lechter

By NAIFA-GWDC on 9/29/21 12:27 PM

On August 29, 2021, Maxie-Ellen Lechter, mother of former NAIFA-Greater Washington DC Executive Director, Mary Lechter-Murray, passed away at the age of 92. Maxie-Ellen was married to her husband, Sidney, for 73 years and had four children, Michael, William, Robert, and Mary. 

2 min read

NAIFA-GWDC's Success Summit Is a Virtual Winner

By NAIFA on 4/26/21 4:24 PM

NAIFA’s Greater Washington, D.C., chapter (NAIFA-GWDC) held a successful, all-virtual 2021 Success Summit. The event brought together NAIFA members, prospective members, sponsors, and special guests for a program offering, in the words of NAIFA Treasurer and NAIFA-GWDC member Brock Jolly, “camaraderie, personal and professional development, career networking, sales ideas, motivation, and inspiration.”

2 min read

GWDC 2021 Success Summit: What's in it for me?

By NAIFA-GWDC on 4/12/21 11:23 AM

Are you looking for a convenient way to hone your craft, network, develop new skills, and become more confident in your business? The annual GWDC Success Summit will include presentations from industry icons, motivational speakers, and experts in insurance and financial services that will help you accomplish all the above.

1 min read

NAIFA-GWDC Hosts Joey Davenport on April 12th

By NAIFA-GWDC on 4/5/21 1:33 PM

Joey Davenport is set to speak on April 12th at 4-5 p.m.! Don’t miss Using Behavioral Economics to Expedite Decision-Making. This virtual event is free and open to all!
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Cameron Herold to Speak at NAIFA-GWDC's 2021 Success Summit

By NAIFA-GWDC on 4/2/21 10:08 AM

NAIFA-GWDC's 2021 Success Summit on April 21st hosts a powerful line up of speakers. This annual event will be held virtually due to COVID-19 protocols.  But trust us when we say that this is one summit you won't want to miss.

1 min read

Bruce Etherington, CLU, ChFC, CFP to Speak at Success Summit

By NAIFA-GWDC on 3/29/21 9:23 AM

NAIFA-GWDC's 2021 Success Summit on April 21st hosts a powerful line up of speakers. This annual event will be held virtually due to COVID-19 protocols.  But trust us when we say that this is one summit you won't want to miss.

Topics: Conference
1 min read

Ross Bernstein to Speak at 2021 Success Summit

By NAIFA-GWDC on 3/18/21 6:47 PM

NAIFA-GWDC's 2021 Success Summit on April 21st hosts a powerful line up of speakers. This annual event will be held virtually due to COVID-19 protocols.  But trust us when we say that this one summit you won't want to miss.

4 min read

Success Summit Registration is OPEN!

By NAIFA-GWDC on 3/16/21 11:30 AM

Registration is now open for NAIFA-GWDC's Annual Success Summit on April 21st from 8:30 a.m.-noon! This virtual event features a powerful line-up of speakers: Ross Bernstein, Bruce Etherington, CLU, ChFC, CFP and Cameron Herold. Learn more about their phenomenal stories below!

1 min read

NAIFA-GWDC Hosts Joey Davenport on April 12th

By NAIFA-GWDC on 3/11/21 11:05 AM

You don't want to miss what's up next! The NAIFA-Greater Washington, D.C. YAT Committee is hosting Joey Davenport, President of Hoopis Performance Network on April 12th. This session is keeping with the virtual trend and will be held from 4-5 p.m. EST. Check out all the details here!

2 min read

Register Today! Joey Davenport to Speak on April 12

By NAIFA-GWDC on 3/4/21 11:04 AM

The NAIFA-Greater Washington, D.C. YAT committee is proud to present Joey Davenport CLU, CLF, President of Hoopis Performance Network: Using Behavioral Economics to Expedite Decision-Making"

2 min read

Taking LILI Applications Now!

By NAIFA-GWDC on 3/3/21 11:18 AM

NAIFA-GWDC is taking applications for their VIRTUAL 2021 LILI Class! The Leadership in Life Institute (LILI) is a six-month leadership development program devoted to enhancing your personal growth and professional success. Those who have taken the class are its biggest advocates saying that it was a life-changing experience! This year, things will be a little different, and the class will meet on a weekly basis online.
1 min read

Important ORders from DISB and DC | Health

By NAIFA-GWDC on 2/23/21 8:38 AM

NAIFA-Greater Washington, D.C. brings your attention to two orders released by the Government of the District of Columbia in late January of 2021. NAIFA-GWDC would like to preface with continued consumer relief and the cooperative effort of insurance carriers and government during the pandemic.

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Virtual RoundTable Discussion with Comptroller Peter Franchot

By Elizabeth Nelson on 2/9/21 10:38 AM

This virtual roundtable is an opportunity for open discussion with leaders of the Maryland Comptroller’s Agency regarding current fiscal and financial planning topics and the upcoming tax season. Q&A is welcome.

1 min read

A Very Special Delivery!

By Elizabeth Nelson on 12/30/20 9:52 AM

Many thanks to YOU, our NAIFA-Greater Washington, D.C. members and your generous donations!  Families in need in D.C. received your wonderful gifts pictured above!  

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