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  • 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
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