Members of NAIFA-MD’s Board of Directors recently had the opportunity to speak to Maryland’s House Health and Government Operations Committee during a Health Insurance 101 briefing. Glenn Arrington and Brian Jolles, along with NAIFA-MD lobbyist Brett Lininger, introduced NAIFA-MD as a resource for the financial services industry and shared the value agents and producers bring to the table for helping individuals and companies navigate through the web of healthcare, serving as the trusted advisor for consumers. To watch a recording of the briefing, use this link. NAIFA-MD speaks at 1:59:42.

On Wednesday, November 2nd, members and potential members of NAIFA-Maryland enjoyed a few brews and bites at BC Brewery, mingling with the best and brightest insurance and financial advisors in the state! 

NAIFA and the Society of Financial Service Professionals are proud to host the return of the Advanced Practice Center Symposium on Thursday, September 29 from 1 to 5 pm eastern. Taking place at The Radnor Hotel in the Greater Philadelphia Area, the event will also be livestreamed for those not in the area. Continuing Education Credits are being offered for both attendance options.

Several NAIFA-Maryland members met with Shivani from Senator Cardin's office and Griffin from Senator Van Hollen’s office recently to provide important input on legislation pending consideration before the U.S. Senate.

NAIFA-Maryland and NAIFA-Greater Washington, D.C. are pleased to present you with a joint continuing education opportunity conducted by Career Insurance, Inc. Join us October 3, 2022 virtually on Zoom from 1:00 - 4:00 pm for Understanding Social Security, a webinar presented by Rick Weston! 3 Hours of CE Credit.

For Nicholas Lamanna, serving his hardworking clients is a passion both inside and outside of the office.

In 2012, Michael Case was working in sales and looking for a new career. In the process of administering his father’s estate, he was working with several financial service professionals and found their work intriguing. After a few conversations with the managing director at Northwestern Mutual, he decided to join Northwestern Mutual as a financial advisor.

NAIFA-Maryland came together on June 9 for "Race to Success," held at the Maryland Jockey Club in Laurel. This event was the first time coming together in-person since before the pandemic began. The day began with breakfast followed by a program that included speakers Senator Pam Beidle, Brian Haney, Paul Dougherty and more.

When Cliff Kwartner was studying business administration in college, he didn’t know what he wanted to do. When he graduated, he narrowed his job offers down to two positions: mortgage broker or insurance agent. He decided to go into insurance because he saw it as a career rather than just a job. It was 2008—he made the right choice. 

Making a Difference

Kwartner loved his career from the start—he loved talking to new people and helping them plan for the life they wanted. One of the benefits of being an insurance agent is building relationships with others in the industry, says Kwartner. “Your reputation is your biggest asset. If you do good business and you do things the right way, that will go a long way.”

NAIFA-Maryland's Race to Success is ONE WEEK AWAY! We can't wait to see you June 9th at Maryland Jockey Club for this fantastic (and free!) event. The day will begin at 8:00 am with breakfast, followed by our program. Then spend the afternoon enjoying horse racing and reconnecting with your fellow members!

You do NOT want to miss NAIFA-Maryland's Race to Success event coming up on Thursday, June 9th! Join us at Maryland Jockey Club beginning at 8:00 am for this great free event. The day includes breakfast, a program, and of course, the main event-- horse racing. 

Registration is officially OPEN for NAIFA-Maryland's Race to Success event on June 9th! It has been way too long since we have all gotten together and we are so excited to be back together in person with everyone. You do not want to miss out on an amazing day of socializing, reconnecting with fellow NAIFA members, and of course - horse racing! Make sure to get signed up now - we can't wait to see you there.

Alex Parker is dedicated to serving everyday citizens and helping underprivileged youth in his community.

When Bruce Palmieri, CLU, ChFC, CFP, applied for a life insurance policy in 1990, he didn’t expect to find a career—but that’s just what happened. His Northwestern Mutual advisor recruited him into the business and, over 30 years later, Palmieri is a stalwart of the insurance and financial services industry. 

Serving Main Street USA

Palmieri primarily works with clients who are looking to retire soon and want to make sure they have their finances in order. He helps them plan for the future, delving into the details of their retirement accounts, employee benefits, life insurance, long-term care planning and more. By taking a holistic approach to each client’s unique circumstances, he’s able to help them build a strategy that works for them.

Brian Haney, CLTC, CFBS, CIS, CFS, CAE, LACP, Founder and Vice President of the Haney Company in Silver Spring, MD, is the NAIFA Young Advisor Team Leader of the Year for 2021.

Haney is a member of NAIFA-Greater Washington, D.C., and has served on the chapter’s Board for more than seven years. He is the current NAIFA-GWDC Young Advisor Team (YAT) Chair and a Past President of the chapter. He has chaired several other NAIFA-GWDC committees and served on the Board of NAIFA-MD. He is a 2015 graduate of NAIFA’s Leadership in Life Institute (LILI) and serves as a LILI Moderator.

Welcome new members who joined NAIFA-Maryland this October!

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.

Welcome new members who joined NAIFA-Maryland this September!

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.

Welcome new members who joined NAIFA-Maryland this July and August!

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.

Welcome new members who joined NAIFA-Maryland this May!

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.

The COVID 19 pandemic caused material changes in the annual session of the Maryland General Assembly, as it has with all aspects of our lives. The volume of legislation was typical, with more than 2,300 bills introduced and a little over 800 passed. All aspects of legislative activity this year, however, were virtual, including conducting legislative business in the House of Delegates from two different locations. The social distancing requirements that continue to impact our daily lives applied equally to our State legislators. It is surprising that the legislature accomplished its work (only the budget bill is required to be passed each year) without a COVID outbreak and with no interruption in its ordinary course of business.