We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!

wscdsdc

media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us

855.ask.wink

Close [x]
pattern

Industry News

Categories

  • Industry Articles (21,225)
  • Industry Conferences (2)
  • Industry Job Openings (35)
  • Moore on the Market (420)
  • Negative Media (144)
  • Positive Media (73)
  • Sheryl's Articles (803)
  • Wink's Articles (354)
  • Wink's Inside Story (275)
  • Wink's Press Releases (123)
  • Blog Archives

  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • September 2008
  • May 2008
  • February 2008
  • August 2006
  • NAILBA Charitable Foundation Announces Additions to its Board of Directors

    June 1, 2021 by NAILBA

    FOR IMMEDIATE RELEASE—(Fairfax, VA)—May 18, 2021—The National Association of Independent Life Brokerage Agencies (NAILBA) Charitable Foundation, the Association’s philanthropic arm, has elected new officers and board members.

    NAILBA congratulates James J. Sorebo, CLU, SVP of Sales at Highland Capital Brokerage and former NAILBA Chair, for his election as President of the Foundation.

    The Foundation also announced the following additions to its directorate:

    David Barrist, LACP is the agency Principal and second generation of Barrist Insurance Group, Inc. David joined B.I.G. upon graduation from Temple University in 1992. It was at this time when the agency transitioned from being a personal producing general agency (PPGA) for Travelers Life and Annuity to evolving into a brokerage general agency (BGA). Representing one company became two, two became four, etc. Not long after transitioning the agency to the brokerage world, B.I.G. joined NAILBA. Barrist is based in Philadelphia, PA.

    PJ Doyle, LUTCF is president of CPS Gulf States Brokerage and an advocate of the life insurance industry. With more than thirty years in the life brokerage industry he carries on a family legacy that began when his father, Paul C. Doyle, founded Crisis Management Agency in 1971. He is an active member of NAILBA where he is a past member of the Board of Directors, NAIFA, FPA, CPS Focus, and TYGERS (a second generation study group). Doyle is based in Spanish Fort, AL.

    Keith Gillies, CFP, MBA is the Managing Principal of Wealth Solutions, LLC and The Pension Center, LLC, and co-founder of United Wealth Advisors Group, LLC, where he serves as Chief Executive Officer. He began his career as a financial advisor in 1981 with a commitment to providing advice and strategies to individuals, professionals and business owners to help them achieve their personal, business and charitable goals. Gillies is based in New Orleans, LA.

    Sheryl J. Moore is president and CEO of Moore Market Intelligence. She is also the founder of Wink, Inc., specializing in providing competitive intelligence tools to the insurance industry, particularly the life and annuity markets. Moore Market Intelligence provides competitive intelligence, market research, product development, consulting services, expert witness work, and insight to select financial services companies. Moore is based in Des Moines, IA.

    Mark Pellicano is the Vice President of the Financial Advisor Network, comprised of Long Term Care, Edward Jones, Wirehouse, Marketing Organizations, WFG, Key Account Marketing and Broad Markets. Prior to this, he was Vice President of Institutional Life Insurance Markets and Long Term Care. He brings over 25 years of insurance industry expertise and an exceptional sales track record to his role at Pacific Life. Pellicano is based in Annapolis, MD.

    Foundation Board Members continuing their service in 2021 include:

    • Robin Landers, Landers-Stein & Associates, Inc., Miami, FL (Immediate Past President)
    • Jason Lea, CFP, Brokers’ Service Marketing Group, Providence, RI (NAILBA Chair, Ex-Officio Member)
    • Victoria Van Dusen-Roos, Diversified Brokerage Services, Inc., Minneapolis, MN (NAILBA Treasurer, Ex-Officio Member)
    • Dan LaBert, NAILBA, Fairfax, VA (NAILBA CEO, Ex-Officio)
    • Pete Chrisos, Protective Life Insurance Company, Hoffman Estates, IL
    • Philip Chuba, Prudential, Minneapolis, MN
    • Blair Farwell, Resource Brokerage, LLC, Schaumburg, IL
    • Andrew Hamill, CLU, ChFC, Legal & General America, Charleston, SC
    • Hope Howard, Broker World Magazine, Overland Park, KS
    • Craig Klenk, American National Insurance Company (ANICO), Houston, TX
    • Michael “Slades” Sladek, Mutual of Omaha, Houston, TX
    • Michael Smith, CPS Horizon Financial, Hales Corners, WI
    • Scott Weilage, Weilage Advisory Group, Mankato, MN
     

    The NAILBA Charitable Foundation offers members and business partners a concrete way to help those most in need in their local community. In 2020, the Foundation was honored to raise more than $227,000, distributed to 29 community organizations nationwide, and has given over $3 million in grants since its creation in 2002.

    “For 19 years, NAILBA Charitable Foundation has worked tirelessly to achieve our mission of making dreams come true for those less fortunate in the communities in which NAILBA members live and work,” said Foundation president James J. Sorebo, CLU. “I am honored to lead this organization and to welcome our esteemed group of new directors, each of whom brings their own brand of passion and altruism to our cause. I look forward to seeing what NAILBA Charitable Foundation will achieve in the coming year thanks to this new energy.”

    ###

    About The NAILBA Charitable Foundation

    The National Association of Independent Life Brokerage Agencies (NAILBA) Charitable Foundation is the philanthropic arm of NAILBA, a registered 501(c)(3) charitable organization that receives gifts mainly, but not exclusively, from the membership of NAILBA and its corporate supporters. The mission of the NAILBA Charitable Foundation is to encourage volunteerism among the NAILBA membership and provide grant funds to worthy charitable organizations with limited operating budgets in local communities served by member agencies, with a special emphasis on those that enhance the quality of life for children. For more information visit www.nailbacharitablefoundation.org

    Contact Information
    Jordan Foster
    571.232.2142

    Originally Posted at NAILBA on May 18, 2021 by NAILBA.

    Categories: Sheryl's Articles
    currency