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2 min read

Joanna Dellosa Receives 2021 Advisor Today Four Under 40 Award

By NAIFA on 12/7/21 6:16 PM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015; and Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009.

Topics: Award Winners Press Release
1 min read

Monthly Message with NAIFA-California President-Elect Sarah Martin, FSS, LUTCF

By NAIFA-California on 11/17/21 2:13 PM

A few things happened this past year: Your State Board worked with and co-sponsored a LILI class with the State of Hawaii. The last time Hawaii had a LILI class was about 20 years ago. We were happy to partner with them. I want to thank our great LILI moderators, Jerry Garcia, and John Hansbrough. They really stepped up in a big way. All classes except for class 6 were virtual. Then in September they meet in person for class 6 and graduation. Those that know me know how passionate I am about LILI. Congratulations again to our new LILI alumni, 5 from Hawaii and 2 from California. We are looking for students for next year. You will see more on this in the next few months. If you have not be through the LILI class, you are really missing out.

1 min read

Monthly Message with NAIFA-California Vice President, Rich Coffin

By NAIFA-California on 10/21/21 11:47 AM

Why I'm a NAIFA Member Today

The reason I'm a NAIFA member today is entirely different from my early years of NAIFA membership. In the beginning years of NAIFA membership, it was solely because my mentor in the business told me I had to be a member. Over those 20+ years, I would attend programs locally, interact with fellow NAIFA members and non-members. But it wasn't until I attended a "Day on the Hill" event about 10 years ago that my attitude about NAIFA and what we do for this industry changed. At this event, I realized the advocacy component of NAIFA, and how extremely important this leg of the stool is for our industry.

1 min read

Your Invitation to Engage, Empower & Explore Awaits.

By NAIFA-California on 9/10/21 6:52 PM

In a few short weeks, insurance and financial advisors come together in San Diego to engage, empower, and explore at NAIFA-California's Annual Conference. This event brings together innovative sessions, the latest industry trends, and high energy while still keeping with many of the chapter's time-honored traditions such as the presentation of the Norm Levine Distinguished Service Award. Make plans to head to San Diego from September 29th-October 1st.

Register Now

1 min read

A Message from NAIFA-CA President About e3 Conference

By Mimie Yoon-Lee on 9/1/21 11:21 AM

Hey NAIFA-California are you registered? You need to be!

Topics: conference

September is Life Insurance Awareness Month

By NAIFA-California on 8/27/21 10:49 AM

The Los Angeles City Council has declared September as Life Insurance Awareness Month for the 17th consecutive year. NAIFA-Los Angeles President, Gilbert Mares, has been influential in getting this declaration for the last 17 years. 

Topics: Life Insurance Life Insurance Awareness Month
3 min read

Marc Sigmon Builds on His Career Success as a NAIFA Volunteer Leader

By Advisor Today on 8/23/21 10:48 AM

Marc Sigmon, NAIFA member and CEO of Marc Sigmon Insurance Agency, is the Leader of NAIFA-CA's San Diego affiliate. Sigmon joined NAIFA California in 2020 and was inspired to take on a bigger role after he attended NAIFA’s annual Congressional Conference 

"The Congressional Conference was an amazing experience," said Sigmon. "It made me want to get more involved at the state level and I am honored to have the opportunity to represent NAIFA-California as Leader Affiliate, San Diego." 

Topics: Member Profile New Member Profile NAIFA-CA
4 min read

Meet Loyal Member Gilbert Mares, MPA, LUTCF, LILLI

By Advisor Today on 8/19/21 5:01 PM

Gilbert Mares, CEO of Gilbert A. Mares and Associates, is a loyal NAIFA member and past President of NAIFA's Los Angeles affiliate from 2003-2005. 

Topics: Member Profile Loyal Member Loyal Member Profile
1 min read

See You in San Diego This Fall

By NAIFA-California on 8/19/21 4:37 PM

What are your plans this fall? Be sure you've added attending e3 in San Diego to your calendar. We've got a fantastic event planned over 3 days for you to Engage. Empower. Explore. We're still finalizing all of the details of the program, but we can tell you that you won't want to miss what we have in store for you. Join us from September 29th through October 1st at the Westin San Diego Downtown.

Register Now

Topics: Professional Development Members conference Membership
2 min read

Monthly Message With NAIFA-California Membership Chair, Jason Foster, LACP

By Jason Foster, LACP on 8/12/21 1:14 PM

I first joined NAIFA in 2008. It wasn’t until 2011 when I really figured out that NAIFA is much more than just an organization where I show up to a lunch or breakfast once a month to watch a guest speaker. At that time, I just moved back to CA from AZ and on my first day, in my new role, I went to see Van Mueller speak at the NAIFA Inland Empire monthly meeting. At the time, Mark Cupp was president and he immediately welcomed me and quickly got me involved. That year happened to be my first NAIFA National Conference in Las Vegas. One that I will never forget and no I am not talking about the craziness that comes from being in Las Vegas. Although those experiences were fun too. I am talking the start of what I call my NAIFA family.

Topics: Member

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