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.

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.

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.

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.

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.

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.

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.

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. 

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. 

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.”