National Association of Insurance and Financial Advisors

Success Strategies Shared by Fearless Female Leaders



NAIFA Webinar
April 2015

Presented by: Juli McNeely, LUTCF, CFP, CLU (NAIFA President) and Susan Combs, PPACA (WIFS President)

No one typically says, “When I grow up I want to be a financial services professional.” But here you’ve landed and you want to grow your practice and leadership skills! Now’s your chance to gather some helpful success strategies from Juli McNeely, National President of NAIFA and Susan Combs, National President of WIFS that have helped take their personal practices to the next level and enhance their opportunities for leadership.

Juli McNeeley, CFP, CLU, LUTCF

Juli joined McNeely Financial Services in 1996, and is now the owner and president of the 46-year-old independent agency in Spencer, Wisconsin, founded by her father. She specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her clientele consists of business owners, individuals, married couples and successful professionals.
 
McNeely became NAIFA’s first female president in September 2014 after serving in numerous leadership positions for local, state and national NAIFA organizations. She is a frequent speaker at industry events, is a contributing author to Advisor Today magazine’s “Back Page” column, and has been interviewed by many media outlets, including Reuters, InvestmentNews, the Atlanta Business Journal, Employee Benefit Advisor, InsuranceNewsNet, and National Underwriter.
 
McNeely has a Bachelor of Science degree in marketing from Northwestern College. She graduated from NAIFA’s Leadership in Life Institute. She has earned the Certified Financial Planner™ certification, as well as the Charter Life Underwriter (CLU) and Life Underwriters Training Council Fellow (LUTCF) designations.

Susan Combs, PPACA
 
The daughter of a 2-star general father (and county judge) and an entrepreneurial mother, Susan Combs has risen to the top of her field in insurance having been named as one of the “Top 20 Women You Need To Know” in insurance by LifeHealthPro in 2013. She is the resident insurance expert for eHow.com, the 2011 recipient of the prestigious Graduate of the Last Decade (G.O.L.D.) award from the University of Missouri, National Association of Health Underwriters Soaring Eagle for 2014 as well as the recipient of SmartCEO Magazine’s Brava Award for 2014 and LifeHealthPro’s Elite Awards recipient for Best Rising Star 2014.
 
Passionate to help others, Susan is part of several organizations including the Corporate Wellness Advisory Board for the NYC Department of Health, member of the National Committee of Mizzou Women Give, member of the National Association of Health Underwriters (NAHU), member of New York Women in Film & Television, Griffiths Society Mentor, and Women in Insurance & Financial Services (WIFS), where she serves as the current National President.