NAIFA-Ohio honored three chapter members with awards at their 2022 Success Summit. Matthew Meeker, CLU, ChFC, CLTC, and James Fuller, LUTCF, received the NAIFA-OH Political Involvement Award and Daniel Brookman, LUTCF, was named the 2021 NAIFA-OH Young Advisor of the Year.

“We are pleased to recognize Matthew Meeker, James Fuller, and Daniel Brookman,” said NAIFA-OH President Tracy Cartwright. “Their talent, energy, and dedication provide a shining example of how insurance and financial professionals make a meaningful difference in NAIFA, in their communities, and in the lives of their clients. Matthew, Daniel, and outstanding NAIFA members like them are the reason NAIFA will continue to be the largest, most influential, and most successful membership association for financial professionals in the United States.” 

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.

Registration is OPEN and you do not want to miss this year's Success Summit & Legislative Happy Hour for NAIFA-Ohio. Members are getting back together and meeting at the Sheraton Columbus Hotel for the first time in TWO years! 

Join us in Mansfield for a SUPER CE DAY – Life and Health!
Sponsored by Jackson National Life Insurance.
8 hours of Continuing Education credit available.

NAIFA-Ohio was recently represented at the Ohio House Republican Caucus Leadership Fundraiser by Tracy Cartwright, President of NAIFA Ohio. Tracy, pictured with Speaker Bob Cupp (R-Lima), had the opportunity to speak with several members of the House majority caucus, including NAIFA member Rep. Brian Lampton (R-Beavercreek) and talk about the good work NAIFA is doing for Ohioans and the importance of a stable, predictable insurance and financial regulatory market here in the Buckeye State. NAIFA Ohio and its members will continue to represent the industry and its members to ensure that our members are able to provide the best products and services to our clients.”

NAIFA-Ohio is forming a Leadership in Life Institute (LILI) Course this year in Columbus, Ohio! Co-moderating this class is Elie Harriett, CHHC and Brett Ketvertis, CLU, ChFC. 

NAIFA-Ohio Members,

NAIFA is proud to announce that Robert M. Roach, CLU, ChFC, AEP, Partner at Roach McIntyre & Associates in Columbus, OH, and a Financial Representative with Northwestern Mutual since 1968, is the recipient of the inaugural Terry Headley Lifetime Defender Award.

Welcome new members who joined NAIFA-Ohio this November!

Belonging to your professional association sets you apart from the competition by ascribing to a Code of Ethics, voluntarily investing & participating in a performance-driven networking group, and serving your industry through advocacy and community service.

NAIFA-Ohio Members,

Catch up on our "Week in Review" for November 29, 2021 below. This report reflects the latest happenings in government relations, in and around the Ohio Statehouse. You’ll notice that it’s broad in nature and on an array of topics, from A-Z. This report will be posted here weekly on the NAIFA-Ohio blog.