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2 min read

NAIFA Welcomes New Member Christian Kalinowski

By Ronan Friend on 7/11/23 2:37 AM

After 17 years of working with animals in pet shops, shelters, and zoos, Christian Kalinowski decided it was time for a change. He considered a sales career in a few different sectors before finally settling on insurance and financial services. He wanted to help educate people on a topic he didn’t learn much about growing up—personal finance. So, in 2021, he joined Dipaola Financial Group as a financial service professional.  

Topics: Member Spotlight New Member Profile

NAIFA-New York Bylaws

By NAIFA-New York on 6/12/23 10:25 AM

Bylaws are an important part of any organization, but sometimes having them available for our members isn't easy. If you haven't read the NAIFA-New York Chapter Bylaws recently, here is your chance. As always, please reach out to info@naifanewyork.org with any questions or concerns.

1 min read

NAIFA Welcomes New Member Jeremie Latremore

By Ronan Friend on 5/9/23 1:54 AM

Jeremie Latremore, CIC, grew up in the insurance industry. His grandparents started an insurance agency in 1965 that his father and uncle went on to work for, but Jeremie didn’t plan on joining the family business until he realized in college, “insurance was in my blood.”

Topics: Member Spotlight New Member Profile
1 min read

NAIFA Welcomes New Member Jennifer B. Barthol, CEP

By Ronan Friend on 3/21/23 5:07 AM

Jennifer B. Barthol, CEP, has been in the financial services industry since 1986 but found her niche working with estate planning attorneys and CPAs as a paralegal. Now, she’s a certified estate planner and helps her clients find solutions that fit their life-long goals. 

Topics: Member Spotlight New Member Profile
3 min read

NAIFA-NY Members Meet With DFS Officials to Address Challenges Serving Clients in the State

By NAIFA on 10/20/22 2:07 PM

Members of NAIFA’s New York chapter (NAIFA-NY) held a virtual meeting with officials from the state Department of Financial Services (DFS). State President Gary Cappon, CLU, LUTCF, RICP, FSCP, CLTC, provided introductions and a brief rundown of NAIFA’s advocacy work and support for the agent and advisor community and the consumers they serve. He also discussed challenges with financial product availability in the state. President-Elect Vinny Dallo, ChFC, CLU, CLTC, LUTCF, and Vice President of Advocacy Paul Sciacca presented “A Day in the Life of a Financial Professional,” highlighting how NAIFA members serve families and businesses in the state.

Topics: Legislation & Regulations State Advocacy Press Release
3 min read

Robert A. Miller to Receive NAIFA’s Terry Headley Lifetime Defender Award

By NAIFA on 10/18/22 10:14 AM

NAIFA is proud to announce that Robert A. Miller, M.S., M.A., Partner at Miller-Pomerantz Insurance and Financial Services in New York City, is the recipient of NAIFA’s Terry Headley Lifetime Defender Award.

Miller, a loyal member since 1983, was NAIFA’s national President for the 2011-2012 term. He had previously served as President of the NAIFA-New York state chapter and NAIFA-New York City. He was elected to the NAIFA Board of Trustees in 2005 and has served as trustee liaison to the CEO Outreach Program, the Young Advisor Team, and the Corporate Partnerships Program. He also served as chair of the NAIFA Governance Committee and was a member of the NAIFA Finance Committee.

Topics: Advocacy Awards IFAPAC
2 min read

NAIFA’s Advocacy Highlighted at LICONY Meeting

By NAIFA on 10/13/22 2:35 PM

NAIFA Senior Vice President for Government Relations Diane Boyle appeared with other industry thought leaders on the National & Federal Insurance Perspective Panel at the Life Insurance Council of New York (LICONY) Annual Meeting and Planning Conference in Albany. She discussed with other panelists the top issues facing the insurance and financial services industry, the promotion of diversity and inclusion in the insurance sector, issues caused by the COVID-19 pandemic, and NAIFA’s work with the American Council of Life Insurance (ACLI) to remove unnecessary barriers to recruiting new insurance professionals.

Topics: Diversity Press Release New York Federal Advocacy

John Finston Announced as New Head of Insurance Division at DFS

By NAIFA-New York on 9/22/22 10:56 AM

John F. Finston from law firm McDermott Will & Emery was recently announced as the new Head of the Insurance Division at the New York State Department of Financial Services. John succeeds My Chi To at DFS. John is a former general counsel and deputy insurance commissioner for the State of California. 

2 min read

Legislative & Regulatory Update - September 2022

By NAIFA-New York on 9/15/22 12:07 PM

Cybersecurity Continues as a Top Priority

Topics: State Advocacy

Meeting With Senator Gillibrand's Policy Team

By NAIFA-New York on 9/8/22 1:23 PM

Several of our NAIFA-New York members that took time from their busy schedules to meet with Anthony from Senator Gillibrand's office earlier this week to provide important input on legislation pending consideration before the U.S. Senate.

Topics: #NAIFAProud New York Federal Advocacy

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