The mission of NAIFA - Palm Beaches is to advocate
for a positive legislative and regulatory environment,
enhance business and professional skills,
and promote the ethical conduct of our members
NAIFA - Palm Beaches invites you to join us as a member!
e are 501(c)(6) not for profit professional organization dedicated to a strict Code of Ethics, advocate for positive legislative and regulatory environment, enhance business
and professional skills, and promote the ethical conduct of our members.
The NAIFA Life and Annuity Certified Professionals (LACP) certification
serves consumers by recognizing financial professionals
with a mark of distinction for their product knowledge, consultative sales process
and compliance to ethical, legal, and regulatory requirements.
LACP practitioners are held to a standard of excellence that defines
and differentiates them from their peers and to the clients they serve.
Congratulations New Designees
Jonathan Moulton, LACP
Barnie Walker Jr., LUTCF, LACP
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At April 19, 2018 the Slate of Officers & Directors
for 2018 -2019 was announced.
We are seeking 5 - 6 more volunteers.
4 hrs a month / great networking / camaraderie
contact naifa.palmbeaches@gmail.com if interested.
Voted on at May 17, 2018 meeting
President: Jeff Toeniskoetter, FICF
President-Elect: Scott Rosen, LUTCF
Secretary-Treasurer: Stas Politis
Immediate Past-President: Branden Schiralli, CLTC
Directors up for election:
Tim Louzy
Darlene M. Hanes, CLU, ChFC
Erick Gustafson, CLU
Stefan Fatseas, LUTCF
Ken Gamelin, CLU, ChFC, LUTCF
Directors appointed from the floor on 5/17/18
Alejandro Lofaso
JOJO
Directors continuing their terms
Jonathan Moulton, LACP
Frank Cummings, CFP, MBA
National Committee Person:
Barnie Walker, Jr, LUTCF, LACP
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