NAIFA National Council Elects New Officers and Trustees
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Lee Allen
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BALTIMORE—The National Association of Insurance and Financial Advisors' (NAIFA) representative governing body, the National Council, elected new officers and trustees during the 2005 NAIFA Convention and Career Conference today.
David E. Smithkey, CLU, RFC, principal of Security First Benefits Corp. in Flint, Mich., was elected president. At the convention of more than 2,200 convention attendees this morning, Mr. Smithkey promised to move forward the association's focus on advocacy, benefits to improve members' bottom lines, and fiscal discipline during his one-year tenure.
Joining Mr. Smithkey as NAIFA officers are John Davidson, LUTCF, a field representative with New York Life and based in Thousand Oaks, Calif., president-elect; Jeffrey J. Taggart, CLU, ChFC, LUTCF, general agent and field vice president for Union Central Insurance and Investments in Cody, Wyo., secretary; and Peter C. Browne, LUTCF, principal of Price, Raffel and Browne/Union Central Insurance and Investments in New York, N.Y., treasurer. After serving his one-year term as president, C. Robert Brown, CLU, LUTCF, president of UCL Financial Group in Memphis, Tenn., becomes immediate past president.
Re-elected as trustees to the board for two-year terms were Lawrence J. Fowler Jr., CLU, LUTCF, an agent with Nationwide in Norwich, Conn.; William J. "Buddy" Kosic, CLU, ChFC, an advisor with Wachovia Insurance Services in Savannah, Ga.; Linda Ray, RHU, LUTCF, CLTC, owner of Better Benefits, Inc., in Metairie, La; and Robert M. Roach, CLU, ChFC, a representative of Northwestern Mutual Life in Columbus, Ohio. Ms. Ray was re-elected although she was unable to attend the convention due to Hurricane Katrina.
Elected to the board for the first time was Robert A. Miller, principal of Miller and Associates in New York, N.Y.
Remaining on the board to complete the second year of their term as trustee (NAIFA staggers elections so half of the trustees are elected each year) are Thomas D. Currey, CLU, ChFC, owner of TDC Financial Services in Mansfield, Texas; Terry Headley, LUTCF, LIC, of The Principal Financial Group; and Glenn Malcolm, CLU, ChFC, LUTCF, RHU, an agent with Monumental Life in Miami, Fla.; Cliff Wilson, CLU, ChFC, LUTCF, of the Southeast Arizona Agency in Chandler, Ariz., and Edward A. Zabielski, Jr., LUTCF, RFC, chief executive of Edward A. Zabielski, Jr., and Co. in Wilmington, Del.
With its authority to appoint up to two trustees to the board, the board named Robert Eddy, Jr., CLU, ChFC, REBC, of Lafayette, La., a financial planner with Prudential Financial, as an at-large trustee for a second year.
About NAIFA: Founded in 1890 as the National Association of Life Underwriters, the National Association of Insurance and Financial Advisors comprises 800 state and local associations representing the business interests of 225,000 members and their employees nationwide. Members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. NAIFA's website can be accessed at www.naifa.org.