Call For Leaders

Do you have what it takes to
serve on our Board?

We are NOT looking for volunteers. We are NOT looking for “committee members”. And we are NOT seeking names just to fill our roster.

Interviews for exclusive Board of Directors seats are being scheduled now. We seek:

•  Experts in the financial planning and wealth management arenas.
• Industry titans who have mastered the art of management and can build a visionary future with our team of leaders.
• Individuals who have led teams of advisors and know what it takes to advance a strategic
  vision for the insurance industry
• Health benefit members with a deep understanding of the complexities of group health, medicare and professional employer organizations.

If this sounds like you, then don’t hesitate to complete this online form and send to the Chair of our Leadership Development committee. We will finalize a time to meet with you and learn your story. Tell us your successes. Tell us why your story is richer and more diverse than your colleague’s story. Tell us what you will bring to the Board table and how you will contribute to our success in 2025-2026.

Short Term Commitments

Take your career to the next level by engaging in our Thought Leaders Cohorts. Appointed for one-year terms, renewable for up to three years, contingent on your participation.

Cohorts include: