Delegates representing state and local associations will elect their new leadership at the 2018 NAIFA Performance + Purpose Conference in San Antonio, Texas. Keith Gillies, CFP, LUTCF, MBA, will become NAIFA’s immediate past president, and Jill Judd, LUTCF, FSS, will become the president of the association. As directed by the NAIFA bylaws, the Committee on Governance has announced a single nominee for each available position of Secretary and Trustee.
Thomas Michel, LACP
Tom Michel, LACP, is a 32-year veteran of the life and financial-services industry. He currently partners with his wife, Kim, at Michel Financial Group in Los Angeles, a career Builder Agency affiliated with Ohio National.
Michel has been successful as an agent, pension wholesaler, and agency manager. As a pension wholesaler, he led his company nationally four of the five years in that role. As agency manager, his agency led the company nationally in production for three of the four years that he served in that role. He is a recipient of many production awards, including GAMA’s Diamond Management Award multiple times, and received the 2013 Will J. Farrell Award for meritorious service to the industry and the community.
Michel has served as a two-term President for NAIFA-Los Angeles, and it won under his leadership the Top State Association Awards. He was also a recipient of two Jack Bobo awards. He was NAIFA-California’s 80th President and National Committeeperson.
Michel has served on the NAIFA Board of Trustees for four years. Most recently, he served as chairman of the QME (Quality Member Experience) Task Force, overseeing the Committee on Associations, and then chaired the Implementation Task Force after the successful passage of the QME bylaws amendments proposal. Before that, he was the APIC Western Region co-chair and served President John Nichols on the NAIFA "Think Tank."
His advocacy efforts are extensive, with meetings with over 75 elected officials and key contacts on both sides of the aisle. He was instrumental in key legislative relationships with the passing of NARAB II and was at the forefront of key discussions with the 2017 Tax Reform Bill.
Michel and his family live in Pacific Palisades.
Brock Jolly, CFP, CLU, CLTC, CASL, CFBS
Brock Jolly, CFP, CLU, CLTC, CASL, CFBS, is a financial advisor with Capitol Financial Partners and the founder of The College Funding Coach. He started in the financial-planning industry with John Hancock and moved to his current firm, affiliated with MassMutual.
In 2005, Jolly began serving on the board of NAIFA-Greater Washington, D.C., in various roles, including as YAT and Membership Chair. During his presidency, the association received a local and a state Bubo Award.
When Jolly was president, NAIFA President John Nichols recommended a Taste of MDRT, an event that had successfully been held in Chicago. Jolly mirrored the event in Washington, D.C., and he and his team will host their fourth Taste of MDRT event in November. The event has netted over $40,000 and generated 10-15 new NAIFA members each year.
In 2011, Jolly was named YAT Leader of the Year, and in 2012, he served on NAIFA President Robert Miller’s Blue Ribbon Task Force. Also in 2012, he became the Chair of NAIFA’s Investment Committee.
A graduate of The University of Virginia, Jolly is active on the board of the Greater Washington Association of Insurance and Financial Advisors. He lives in Arlington, Virginia, with his wife, Lauren, and their son Bryson.
Dennis Cuccinelli, LACP
Dennis Cuccinelli, LACP, began his career with New England Financial, where he was a conference qualifier for numerous years as a producer, business specialist, brokerage manager and DI specialist.
Currently, he is a self-employed employee benefits consultant. He has managed the employee benefits division of general agencies associated with New England Financial and PennMutual.
Cuccinelli uses his knowledge and experience to help insurance producers and employers better understand the health insurance products they use for themselves, sell to their clients and offer to their employees.
Cuccinelli is the past-president of NAIFA-NJ and currently serves as its national committeeperson. He is on NAIFA’s Government Relations, APIC and IFAPAC Committees. He is one of NAIFA’s leading new member recruiters and is active in state and local IFAPAC fundraising endeavors.
He has promoted increased responsibility among insurance producers in New Jersey via changes to the New Jersey Insurance Regulations and is the catalyst of a bill that became law in 2011. He has testified before the New Jersey Assembly Banking and Insurance Committee in support of stronger producer compliance regulations.
Cuccinelli received LIFE’s realLIFEstories Award and is the recipient of the Central Jersey Association of Insurance and Financial Advisors’ Life Underwriter of the Year Award and the New Jersey Association of Insurance and Financial Advisors Underwriter of the Year Award. He is also a recipient of NEF’s Edward E. Phillips Outstanding Citizenship Award.
Beth Jones, CIC
Beth Jones, CIC, is an insurance advisor with Dyste Williams Agency in Minneapolis, a fourth-generation, independent multiline agency.
In 1981, Jones joined the insurance industry writing horse-related insurance products. She moved on to work at an insurance company, a large broker and then found her niche on the agency side. It is this diversity in working with different types of insurance and different sides of the business that has helped develop Jones’ career.
Jones has been the recipient of numerous industry awards, including the Minnesota Young Agent of the Year in 1993, the 2008 Wise Woman Award for National Association of Women Business Owners—MN Chapter, and the 2012 Twin Cities "Five Star Business Insurance & Benefits Professional."
In 1998, she started a "scratch" independent insurance agency, which she grew from zero clients to over 1,300, before merging it in 2016. Merging has allowed her to get back to sales, helping clients with their insurance needs. Her passion is to help people understand their insurance needs, the policies they are purchasing and make each experience positive.
Volunteering is also a large part of Jones’ life—from helping at a battered women and children’s shelter—to serving on several boards of directors, including a non-profit clinic and several business and industry associations. She has also served on local, state and national positions for NAIFA.
Jones has written several property/casualty courses and teaches courses for NAIFA, the MIIA, childcare associations and SCORE.
Delvin Joyce is a Financial Planner with Prosperity Wealth Group, a full-service financial-services firm located in Charlotte, NC.
Originally from Martinsville, Virginia, Joyce attended James Madison University, where he earned a B.A. degree in Business Marketing. While at JMU he was a member of the football team and received multiple All-Conference and All-America honors. He also broke several school records and two NCAA records for Career Punt Return Yards and Career Combined Kick Return Yards. In 2000, he became the 1st player in NCAA Division 1-AA history and only the 2nd player at any level, to amass 1,000 career yards in 4 statistical categories (rushing, receiving, punt return and kick return). In 2014 he was inducted into the JMU Sports Hall of Fame.
Joyce joined Prudential’s North Carolina Financial Group as a Financial Services Associate in October 2006. He was quickly promoted to Manager, Financial Services, in December 2007, where he recruited, trained and developed a team of financial services associates. In 2009, he qualified for Prudential’s President’s Club Conference as one of the top 30 Managers of financial services in the country. In 2010, he was promoted to associate managing director and then relocated to West Palm Beach to assume the role of managing director of the South Florida Financial Group in January 2012.
As a managing director, Joyce was recognized for his performance and received an invitation to Prudential’s President’s Club Conference in 2013. He was chosen by the Florida Chapter of NAIFA as one of the state’s 40 Under 40 in 2014 and 2015. He also received the International Management Gold Award in 2012 and the International Management Platinum Award in 2013 and 2014 from the General Agents and Managers Association.
He has served as a financial expert for various publications, including the Washington Post, USA Today, Money Magazine, Nerd Wallet and The Root Live’s finance-related TV show, Bring It to the Table. Additionally, he has been a featured speaker and panelist for multiple industry conferences and events.
In July of 2017, Joyce returned to Charlotte to found Prosperity Wealth Group to help individuals and companies achieve their financial goals, with a focus on community empowerment through financial literacy. He and his wife, Ebony, have 3 children and reside in the Highland Creek community of north Charlotte.
Larry Holzberg Joined Wealth Advisory Group (WAG) with over 25 years of experience in the life insurance sales, team management and brokerage marketplace. His role at Wealth Advisory Group allows him to work in all three areas.
Holzberg contributes to career growth and development, as well as leads the brokerage operations. He spent 14 years as a Principal of Rampart America. Directly after that, he headed the expansion of brokerage operations for American Business.
He currently serves as a NAIFA Trustee, as well as an Immediate Past President of NAIFA-NYS. He is also an active member of the Association for Advanced Life Underwriting and GAMA International.
Throughout his career, Holzberg has qualified for numerous awards, including Guardian’s Presidential Citation Award every year since he joined WAG. Holzberg resides with his wife, Joan, and their two daughters, in Commack, New York.
Brian L. Wilson is a sales manager/partner with the MassMutual Midwest/WestPoint Financial Group. In this capacity, he recruits, trains and retains new advisors, performs an advisory role for personal clients, builds personal business through referral-based networks and teaches a duplicatable process to other advisors.
Prior to this, Wilson owned or held senior-level positions at several agencies, including Kentucky Farm Bureau, Neace Lukens and Allstate Insurance Company.
Wilson’s practice specialties include insurance and financial advisory services and Investment directed services. He also has expertise in training advisors on building a successful business model and developing leadership within an organization.
Wilson was NAIFA-Kentucky’s President from June 2008 to June 2009 and is a member of NAIFA’s National Member Benefits Committee, and the Incoming NAIFA-Kentucky President. He has been a NAIFA-Kentucky LILI Chair since 2013.
He is an IFAPAC contributor and has made multiple presentations about legislative concerns to local and state organizations. He is actively involved in membership activities for NAIFA. He has made many agency presentations and has had numerous conversations about the benefits of NAIFA.
He is a LILI graduate, moderator and mentor. He is also a speaker at NAIFA’s local and state association meetings, as well as a YAT mentor.
He is involved in many community organizations. He serves as a chamber ambassador, a middle school girls softball coach and an Upward basketball coach. He also serves as a deacon in his church. He and his wife, Kelly, have four daughters.
This article appeared in Advisor Today.