Archives for March, 2012

NAIFA Congratulates Ron Jerro: 2012 Legacy Award Recipient

March 29th, 2012, Comments Off on NAIFA Congratulates Ron Jerro: 2012 Legacy Award Recipient.

Please join the Boards of Directors of NAIFA-Greater Washington and the Greater Washington Foundation of Insurance and Financial Advisors and the Legacy Award Committee in congratulating 2012 Legacy Award Recipient Ron Jerro, CLU. The award was presented on March 14 at the Third Annual Legacy Award Luncheon and Foundation Annual Meeting at Congressional Country Club. Ron’s children and 10 grandchildren joined in the numerous festivities.

The Legacy Award was created in 2009 to combine the traditions and prestige of the 63-year Bernard L. Wilner and the 41-year Harry L. Myers -Victor E. Brandrup awards to recognize an individual, in a single annual presentation, for outstanding service and dedication to the National Association of Insurance and Financial Advisors-Greater Washington over an extended period of time, and in conformance with the highest standards of professional conduct and unselfish community service.

In announcing this year’s award, 2011 Legacy Award Recipient Randy Scritchfield, CFP noted that Ron approached his career and entire life with a strong sense of duty, honor and service. (Read summary comments here: PDF)

Also at the Legacy Award Luncheon, the Foundation presented financial awards to its community service partners: Coalition to Support America’s Heroes; Family Self Sufficiency Program of Montgomery County; For Love of Children; Mentors Inc. and Project Discovery of Fairfax County. These contributions were made possible by the generous support NAIFA-GW members provide to the Foundation. (Donate to the Foundation here.)

The afternoon’s keynote speaker was Marvin Feldman, CLU, ChFC, RFC, president and CEO of the LIFE Foundation and recipient of the 2011 John Newton Russell Leadership Award, the highest national honor bestowed on an individual in the financial services industry. Marv spoke about leadership and lessons he has learned through his many years in the industry. (Read full presentation here: PDF)


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NAIFA Members Appointed to Expand Insurance Firm

March 27th, 2012, Comments Off on NAIFA Members Appointed to Expand Insurance Firm.

Two NAIFA members are among the general agents appointed by American United Life Insurance Company, a OneAmerica company, to help expand the firm’s distribution network.

“We take great pride in our mutual organization and financial strength because they give us the ability to put our policyholders first,” says Mark Wilkerson, president of individual life and financial services for the OneAmerica companies. “With these professionals joining us as general agents and expanding into new markets, we can be confident that we will be reaching even more customers and helping them build brighter financial futures.”

The two agents are:

James Chapel of FMC Financial Group in Newport Beach, Calif. Chapel started selling insurance as a career agent in 1978, and in 1981, founded J.F. Chapel and Associates Insurance Services with offices in Los Angeles and Orange County. He later founded Western United Insurance Company, a property and casualty agency specializing in automobile insurance. He grew that agency from $3.2 million in direct written premium in 1991 to more than $60 million in 1994. Chapel is a member of NAIFA, MDRT, GAMA and AALU.

FMC Financial Group currently has 13 agents on staff, but plans to recruit an additional 25 professionals to the firm in the next two years.

Brian Cook, LUTCF, of Kentucky Blue Blood Financial Group in Lexington, Ky. Cook has been actively involved in the NAIFA board in Kentucky, and holds several industry achievement awards from GAMA for sales and unit production. Kentucky Blue Blood Financial Group currently has nine agents on staff, but Cook says he plans to recruit an additional 30 professionals to the firm in the next three years.


By Ayo Mseka
Advisor Today


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