In Memoriam: John Peterson

February 13th, 2015, One Comment ».

febATNAIFA regrets the death of former NAIFA Trustee and Secretary John Peterson, who passed away earlier this month in Tulsa, OK. He was 89 years old.

Peterson was a Fuller Brush salesman before joining Tennessee Life Insurance Company. He was the leading agent for Tennessee Life after the first month and maintained that position until he graduated from the Institute of Insurance Marketing.

He worked for several insurance companies, including Great-West Life, Old Rockland Life Insurance Company, Pacific Mutual Life and John Hancock. He was President and Founder of The Peterson Co., a financial-planning Firm, where he served clients for over 50 years. He was selected to Who’s Who in Finance and Industry in 1983. He holds the following professional designations: Chartered Life Underwriter, Chartered Financial Consultant and Certified Financial Planner, He is also a registered investment advisor.

He was a member of the Board of The Tulsa Boys Home, where he served as Chairman of the Endowment Committee. He also served the University of Tulsa Golden Hurricane Club and the Volunteers of America of Tulsa. He was a member of, and Past President of, the Oklahoma Association of Insurance and Financial Advisors, the Tulsa Chapter of Certified Financial Planners, the SFSP, and the Tulsa Estate Planning Forum. He also served as NAIFA Trustee and Secretary.

By Ayo Mseka
Editor-in-Chief

The Guardian Names NAIFA-New York State President Managing Director& SVP of Wealth Advisory Group

February 5th, 2015, Comments Off.

holzbergNAIFA-New York State is pleased to congratulate its current President, Lawrence J. Holzberg, LUTCF, (Commack) on his appointment as Managing Director of the Guardian (New York) and Senior Vice President of Wealth Advisory Group LLC., (WAG) (New York; New York City & Albany).

Mr. Holzberg joined Guardian and WAG in his new position effective February 1, 2015, where he brings 25-plus years of life insurance sales experience and management skills. He will be responsible for career growth and development, as well as for brokerage operations.

Prior to his appointment, Mr. Holzberg was a Managing Director – Brokerage, with American Business (NYC), and a principal of Rampart America for 14 years (LI). He is the current President of the National Association of Insurance and Financial Advisors-New York State, an active member of the Association for Advanced Life Underwriting and GAMA International.

Mr. Holzberg is an avid golfer, the Past President of his Country Club, a member of the Board of Directors Long Island Caddie Scholarship Fund, and a member of the Board of Directors of Project Heal. He lives with his wife, Joan, and their two daughters in Commack, NY.

The National Association of Insurance and Financial Advisors – New York State (the NAIFA – NYS), was formally organized in 1919 as the New York State Association of Life Underwriters.  It provides legislative/regulatory advocacy, industry relations representation, marketing, promotion and public relations support for industry professionals. It is actively involved in outreach programs with consumer groups, the media, industry trade affiliate organizations, legislators and regulators.

For more information, visit www.naifanys.org.

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By Ayo Mseka
Editor-In-Chief