Past NAIFA Trustee is Leading Agent at AIG Financial Network

May 5th, 2015, Comments Off on Past NAIFA Trustee is Leading Agent at AIG Financial Network.

Edward Zabielski JrAIG Financial Network has announced that Edward A. Zabielski, Jr., CAP, is the organization’s leading sales agent for 2014. AIG Financial Network honored him at its recent Annual Leadership Conference.

Zabielski, a former trustee of the NAIFA Board of Directors, has been a financial advisor for over 35 years, servicing families, businesses, non-profits and NFL players. He is a member of the National Football League Players Association, which provides NFL players with access to a diverse group of financial professionals.

Zabielski, whose advisory practice is based in Middletown, Delaware, guides his clients through a wide range of complex financial decisions. He helps individuals, small businesses, and non-profit organizations reach their philanthropic goals, while also meeting their non-charitable, estate-planning and wealth-management needs.

In 1996, he and his wife, Patricia, formed The Edward A. Zabielski, Jr. Foundation to help less fortunate children. He has received numerous industry awards, including membership in MDRT’s Top of the Table and the International Forum.

“Ed exemplifies the word ‘partner’ in his relationships with his colleagues and clients alike,” said John Deremo, Executive Vice President and Chief Distribution Officer, AIG Financial Distributors. “He has inspired his fellow agents to excel as individuals, as well as part of our team, while implementing strategies to help clients create more secure financial futures and achieve their desired legacies.”

“I’m honored to be affiliated with AIG, and to educate others on the innovative solutions that are available as part of its vast and diverse product portfolio,” Zabielski said. “I became a financial advisor to make a positive difference in people’s lives—and seeing their goals and dreams come to fruition is incredibly rewarding.”

Zabielski recommends that in addition to investing in the local community, his fellow members of the financial-services field should take the time to participate in industry associations, stay abreast of new product innovations, and capitalize on opportunities for continued professional development.

By Ayo Mseka

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