NAIFA-Columbus Members and guests met for a Membership Luncheon at Brio Polaris Grille. We were joined by John Fitzpatrick ALMI, ACS. John is the Regional Vice President for John Hancock in the Ohio and Upstate NY regions.

Written and published by Advisor Today at at.naifa.org

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Advisor Today is pleased to announce the winners of its 2022 4 Under 40 awards: Scott Blake, MBA, of Blake Wealth Partners (Northwestern Mutual) in Columbus, OH, loyal member since 2018; Eric Bottolfsen, MBA, of GoldBook Financial (MassMutual) in Scottsdale, AZ, loyal member since 2017; Matthew Daley, MBA, FSCP, LACP, LUTCF, of the Daley Agency (American National) in Miller Place, NY, loyal member since 2018; and Brett Moore, CFP, of RBM Wealth Management Group (LPL Financial) in Newnan, GA, loyal member since 2015.

Information published on apex.naifa.org

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It's the Race to the Top.

Represent NAIFA-Columbus by registering today for NAIFA's Apex 2022. NAIFA's Apex is the new sales summit for the #AmericanAdvisor and will be held at The Arizona Biltmore August 17th and 18th, 2022. 

NAIFA-Ohio has selected Daniel Brookman as the 2021 Young Advisor Team (YAT) Leader of the Year recipient. The NAIFA-Ohio YAT Leader of the year award recognizes an advisor’s commitment to NAIFA including service on local and state and committees as well as involvement with state and/or federal legislative efforts; participation in external service work such as charities; and an ability to inspire others.

NAIFA-Columbus Members and guests met in April for a Membership Luncheon at Brio Polaris Grille. We were joined by the CEO of Ohio Business Roundtable and former Congressman, Pat Tiberi. To learn more about our speaker, please click here.

Scott Blake, MBA, knows the value of political advocacy. After a career in the political sphere, he now works to protect the interests of Main Street Americans as well as insurance and financial professionals.

From Politics to Financial Services

Blake transitioned from politics to financial services at the suggestion of his own financial advisor at Northwestern Mutual. Now, he's also a financial advisor with Northwestern Mutual. Working primarily with upwardly mobile millennials, Blake says he likes helping driven, motivated people achieve their dreams and goals. He talks about one such instance when he helped a millennial client buy their first home. “It's about serving your client. I get to wish for the best for them and help them achieve their dreams.” That's his favorite part of being a financial advisor—he gets to be everyone’s cheerleader.

THE FOLLOWING INFORMATION HAS BEEN PUBLISHED ON TDC.NAIFA.ORG/NQA

The NAIFA Quality Award provides advisors at any career stage the opportunity to demonstrate a commitment to excellence. This includes:

The following information has been Published on tdc.naifa.org/lacp

Distinguished Recognition for Experienced Life Insurance
and Financial Professionals

Published by the U.S. Department of Labor Wage and Hour Division

NAIFA-Columbus is proud to share our experience at the 2021 National Leadership Conference and Belong Awards Celebration that was held earlier this month. During the event, NAIFA National announced that Robert M. Roach, CLU, ChFC, AEP is the recipient of the inaugural Terry Headley Lifetime Defender Award.