Committees


Education Committee – 2014 Priorities

The Education Committee will support and forward NAFA’s mission to promote the understanding and awareness of fixed annuities using a proactive message, supporting the interests of its members. Members of NAFA include marketing organizations, insurance companies, producers, consultants and vendors, as well as consumers. The Education Committee will actively participate in educational activities including writing and publishing educational articles, courses and Webinars which will aid annuity sales professionals in their understanding of the principle features of fixed annuities, their suitability review process, disclosure and advertising practices.

Education Committee Members:

Roger Bell, Success CE
Committee Chair
  • Lowell Aronoff, Cannex
  • Lori Bochner, Sammons Annuity Group
  • Jerome Clement, PKS Financial Services, Inc.
  • Schwana Crichton, Security Benefit
  • Becky F. Cummings, The Lafayette Life Insurance Company
  • Cailie Currin, Currin Compliance
  • Cynthia Eichelberger, Great American Financial Resources, Inc.
  • Mark Eide, Imeriti Financial Network
  • Alan Grissom, S&P Indices
  • Cyndi Hall, Sammons Financial Group
  • Brian Kirland, Laser App
  • Jason Krohnke, American Equity
  • Anna Ladd, Circle Sideways
  • Tom McLaren, AllPro Marketing
  • Lindsay Meleshko, Insurance Insight Group
  • Ray Ohlson, The Ohlson Group
  • Janet L. Sipes, Aviva
  • Lee Stiegemeier, Circle Sideways
  • Matthew Tarkenton, Tarkenton Financial
  • Eric Taylor, Genworth Financial
  • Jeff Varisico, American Equity
  • Lisa Wolfgang, Gordon Marketing
  • Kirby Wood, American Equity
  • Kim O’Brien, NAFA (staff)
  • Janet Terpening, NAFA (staff)
  • Scott Hinds, NAFA (staff)
  • Bailey Sorensen, NAFA (staff)

Insurance Marketing Advisory Committee (IMAC) – 2014 Priorities

IMAC’s mission is to create an organized and structured forum for insurance marketing organizations (IMOs) to share ideas, network and build relationships within their own distribution channel.  IMAC’s main function is to foster a better understanding of the value IMOs add to our fixed annuity distribution channel and provide a community in which IMOs can educate one another about IMO business, regulatory and marketing issues. The independent or field marketing organizations are a critical element of fixed annuity distribution. The country’s most seasoned insurance professionals own and/or run these vital companies to ensure the availability and choice of fixed annuity products and their appropriate sale through independent producers, brokers and financial advisors.

IMAC Code of Ethics & Standards of Practice- View Here

IMAC Committee Members:

Kevin Meyer, ANNUIX
Committee Chair
  • Jack Aiken, LTA Marketing Group
  • Patrick Allen, Allen Marketing & Associates
  • Kurt Arseneau, United Advisors
  • Dennis Brown, M&O Marketing
  • Tony Compton, Gradient Financial Group
  • Chris Conroy, CreativeOne
  • Dominic Cursio, Collabrix
  • Mark Massie, Unkefer & Associates
  • Steve Phillips, Magellan Financial
  • Randy Pierson, Gordon Marketing
  • Mark Stone, Insurance Insights Group
  • Carl Stern, Imeriti Financial Network
  • Brian Williams, FIG Marketing
  • Tom Yacovino, Roster Financial
  • Kim O’Brien, NAFA (staff)
  • Janet Terpening, NAFA (staff)
  • Scott Hinds, NAFA (staff)
  • Bailey Sorensen, NAFA (staff)

Government Relations Committee – 2014 Priorities

The Government Relations Committee supports and forwards NAFA’s mission to promote the understanding and awareness of fixed annuities using a positive and proactive message sustaining the interests of its members including marketing organizations, insurance companies, producers, consultants and vendors as well as consumers. The Government Relations Committee will actively participate in and advocate for initiatives and activities that positively impact the fixed annuity product and marketplace and advocate against those that have a negative impact.

Government Relations Committee Members:

Beth Lindsay, Voya
Committee Chair
  • Gayle Allen, North American Life, Vice Chair
  • Cliff Andrews, CapCity Advocates
  • Wright Andrews, CapCity Advocates
  • Elizabeth Byrne, Voya
  • Cary Carney, Voya
  • Sean Cassidy, Voya
  • Mary Cavenaugh, Forethought
  • Troy Christiansen, American Equity
  • Chris Conroy, CreativeOne
  • Steve Delaney, American Brokerage Services
  • Blaine Doerrfeld, Athene
  • Thomas Duffy, Genworth Financial
  • Andries Dupreez, Lincoln Financial
  • Brian Grigg, Fidelity & Guaranty Life
  • John Gruber, Great American
  • Angela Hollan, Allianz
  • Tipton Huffman, TWH Annuities
  • Heather Kane, EquiTrust
  • Beth Lindsay, Voya
  • Randy Matzke, Advisors Excel
  • Paul McGillivray, CreativeOne
  • John Orrell, Brokers International
  • Carl Stern, Imeriti Financial Network
  • Chris Swickard, Security Benefit Life
  • Jeanne Taylor, EquiTrust
  • Jackie Ward, American Equity
  • Brian Wilson, Lincoln Financial
  • Kim O’Brien, NAFA (staff)
  • Janet Terpening, NAFA (staff)
  • Scott Hinds, NAFA (staff)
  • Pamela Heinrich, NAFA (staff)
  • Bailey Sorensen, NAFA (staff)
  • Wright Andrews, CapCity Advocates (staff)
  • Cliff Andrews, CapCity Advocates (staff)

Membership Committee – 2014 Priorities

The Membership Committee will support and forward NAFA’s mission to promote the understanding and awareness of fixed annuities using a proactive message, supporting the interests of its members. Members of NAFA include marketing organizations, insurance companies, producers, consultants and vendors, as well as consumers. The Membership Committee will help serve as a very important resource and support to assist with both membership growth and retention. The committee will also aid NAFA in implementing membership marketing strategy and tactics.

Membership Committee Members:

Gayle Allen, North American Co. for Life & Health Insurance
Committee Chair
  • Michael Bartolotaa, M3 Financial
  • Lauri Beck, Insurance Network America
  • Paige Blair, Financial Security Associates
  • Richard Brown, Roster Financial
  • Dwight Carter, Financial Security Associates
  • Shannon Compton, The Annuity Source, Inc.
  • Joe Grecu, Insource, Inc.
  • Paul Kruth, W&S Financail Group
  • Siobhan McNulty, Insurance Insight Group
  • Jessica Robbins, M&O Marketing
  • Gloria Slaughter, Insurance Media Services
  • Kim O’Brien, NAFA (staff)
  • Janet Terpening, NAFA (staff)
  • Scott Hinds, NAFA (staff)
  • Bailey Sorensen, NAFA (staff)

Conference Committee

The Conference Committee plans the program and presenters for NAFA Conferences. The committee focuses on bringing members great content and cutting-edge industry developments. Conferences include the Annuity Leadership Forum and the IMO Summit.

Program Committee Members:

  • Dominic Cursio, Collabrix
  • Mark Massie, Unkefer & Associates
  • Siobhan McNulty, Insurance Insight Group
  • Margaret Plocica, ADI
  • Peggy Porter, Insurance Insight Group
  • Mark Stone, Insurance Insight Group
  • Margo Thompson, The Annuity Source
  • Janet Terpening, NAFA (staff)
  • Kim O’Brien, NAFA (staff)
  • Scott Hinds, NAFA (staff)
  • Bailey Sorensen, NAFA (staff)