National Association of Insurance and Financial Advisors

Association Transition Working Group


Recommendations for Association Transitions


Determine how states and locals can work together to transition to the new proposed structure, including the merger and dissolution process, the identification and engagement of leaders, and the role of association executives.  This can be an association executive working group.

Working Group Co-Chairs

Juli McNeely (WI) and Karen True (TX)


Mark Acre (MO)
Tom Ashley (FL)
Sandy Braden (KS)
Sara Decatoire (IL)
Patricia Pattison (TX)
Gayle Prescott (KY)
Shannon Robertson (LA)
Adam Sachs (MA)
Michele Grassley Clarke (NAIFA Staff)