National Association of Insurance and Financial Advisors Announces Nominees for Leadership Positions

Members will be able to hear from nominees for Secretary and the Board of Trustee prior to their formal election in Las Vegas this September.
FALLS CHURCH, Va. – The National Association of Insurance and Financial Advisors' Committee on Governance has nominated Jill Judd, LUTCF, FSS, of State Farm Insurance Companies in Capitola, Calif., for the position of 2016-2017 NAIFA Secretary.

The Committee has also nominated five members to serve two-year terms on the NAIFA Board of Trustees. The nominees are: David Beaty, IAR, ChFC, CLU, LUTCF, of Heartland Financial Services in Cedar Falls, Iowa; Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, of Veritas Financial LLC/MassMutual Financial Group in McLean, Va.; Tom Michel of Michel Financial Group in Los Angeles; Chuck Olson of OCI Insurance and Financial Services in Omaha, Neb.; Greg Toscano, LUTCF of Johnson Insurance Consultants in Duluth, Minn.

Paul Dougherty, LUTCF, FSS, HIA , of State Farm Insurance Companies in Hyattsville, Md., is slated to serve as NAIFA 2016-2017 President; Keith Gilles, CFP, CLU, ChFC, of Ameritas in La Place, La., as President-Elect; and Matt Tassey, CLU, ChFC, LUTCF, of E.A. Scribner Insurance Agency in Portland, Maine, as Treasurer.

The nominees will stand for election at the NAIFA Performance + Purpose 2016 conference in Las Vegas, September 17-19.

This is the first year of a new nomination process created by the Committee on Governance following an amendment to the NAIFA Bylaws passed at the 2015 NAIFA Annual Meeting in New Orleans. Under the new provision, the Committee on Governance recommends one nominee for each open Executive Committee and Board position.

The Governance Committee consists of twelve NAIFA members and is chaired by NAIFA Immediate Past President Juli McNeely.

“I am very proud of the work of this committee,” said McNeely. “We vetted a large number of applicants for the Trustee positions and had to make some very tough decision. In the end, I think we delivered a very strong slate of nominees, who will serve NAIFA with dedication, intelligence and passion.”

Opportunities to Get to Know the Nominees
Biographical information for all nominees will be available on the Performance + Purpose 2016 page of the NAIFA website prior to June 15. New for 2016, each nominee will also provide a brief introductory video.

Also new, beginning approximately three weeks prior to the NAIFA Performance + Purpose 2016 conference, NAIFA will host individual “Meet Your Future Leaders” webinars with each nominee. These webinars will include statements from each nominee and feature Q&A sessions between NAIFA members and the nominees. The live webinars will be recorded and archived online.

Attendees at NAIFA Performance + Purpose 2016 in Las Vegas will have opportunities to meet their future leaders in person. Each nominee will speak at a special Future Leaders breakout session. Check the Performance + Purpose schedule for the time and location. The nominees will also meet with members at a “Future Leaders Booth” in the NAIFA Expo area.

“We wanted to be sure every NAIFA member had the opportunity to see and hear from their future leaders before they even get to Las Vegas,” said McNeely. “Once on site, members will have more opportunities to meet the nominees and discuss the future of our association.”