Welcome to NAIFA-Pennsylvania!

 

Welcome to the National Association of Insurance and Financial Advisors-Pennsylvania: The premier organization offering education, networking opportunities and advocacy to those who provide life and health insurance and related financial services in Pennsylvania. NAIFA-PA gives you Connections That Count! The mission of NAIFA-Pennsylvania (NAIFA-PA) is to enhance the ability of its members to provide financial security for their clients, through appropriate legislative action and professional development, as well as to provide the necessary support to develop and maintain strong locals.

 

Special Thanks To Our Convention Sponsors

We would like to say a special "Thank You," to the following Convention Sponsors:

 

Prudential

Columbus Life Insurance Company

Security 1 Lending

First Catholic Slovak Ladies Association

 

Mark Your Calendars

 

NAIFA-PA PAC Board of Directors Meeting, Jan 12, 2015, Hotel Hershey, Hershey, PA.

 

NAIFA-PA Annual Convention, May 3-5, 2015, Harrisburg Hilton, Harrisburg, PA.

 

 

Our phone number is 717-234-2523

(The 800 number is no longer in service).

Find an Advisor

Having a sound financial plan requires knowing which insurance and investments products to buy. But there are literally tens of thousands of insurance policies, stocks, bonds, mutual funds, annuities, etc. from which to choose. That's where NAIFA can help. With more than 50,000 members nationwide, you can find a NAIFA member almost anywhere.

To find a NAIFA member advisor near you, click here.

 

A message from David L. Barrist, 2014-2015 NAIFA-PA President:

 

It is an honor and pleasure to serve as President of NAIFA- Pennsylvania for the 2014-2015 year.  Believe it or not, I am the first President to hail from the Greater Philadelphia Association since Irv Tanenbaum in 1996-1997.  Granted, Ed Auble and Michael Gates did follow.  At the times of their Presidencies, Ed was a member of Chester County AIFA and Michael from Bucks.  Both would now be members of the merged Delaware Valley Region which became NAIFA- Greater Philadelphia.  Regardless, as a representative of Pennsylvania’s largest Local Association and metropolitan area, I am excited to travel the State and interact with our members.  NAIFA passion comes from areas of all sizes; urban, suburban, rural, etc. 

 

From the day that I was elected Secretary of NAIFA- Pennsylvania in May of 2011, I let it be known that ADVOCACY would be the focus of my Presidential year.  Our industry and livelihood have never been more threatened than today.  Many government officials call the tax advantage to our products “lost tax revenue.” Only forty percent of the members of US Congress have a background in business.  It is OUR responsibility to educate before they adversely legislate. 

 

It is a goal of my Presidency to visit all eighteen of NAIFA- Pennsylvania’s Local Associations.  I want to sit in on Board meetings and participate in Membership functions.  It is important to learn how each association can share ideas, speakers, resources, etc.  No matter how big or small; shared ideas, successes and challenges will help NAIFA- PA grow and thrive. 

 

As most know, I am very passionate about hockey.  I have been a player, coach, and rabid Flyers fan for most of my life.  Much like hockey, on the NAIFA- PA team, I wear the Captain’s “C.” I am the leader, but absolutely nothing without a strong team around me.  Our Executive Committee and Board of Directors are second-to-none.  We will be in constant communication, both in person and on conference calls, throughout the year.  I am confident that everyone will be on the same bus and prepared to drive in the right direction. 

 

If I am the team “Captain,” then our “Coach,” Jan Hartman, is the master tactician.  I have served on Boards of many charities and non-profits.  Never have I worked with a more selfless and hardworking Executive Vice President than Jan Hartman.  Presidents, Directors, and Officers come and go.  The one constant is the staff.  The best compliment that I can give Jan is that he treats NAIFA- Pennsylvania as if it is his own family business.  With Jan and Grace Gilbert running the day to day operations, we as leaders can focus on long term goals and projects. 

 

I manage a family-owned life brokerage agency.  I am well-aware that if someone calls or emails you today; that’s when they want an answer.  If you have a question, concern or suggestion; call or email anytime.  I have been elected to this position by the members of NAIFA- Pennsylvania.  I owe it to my constituents stay in contact and engage in dialogue.  Since 2015 is not a leap year, I only get three hundred and sixty five days to be President.  Each one must count.  In closing, I challenge every member of NAIFA- Pennsylvania to get engaged.  Recruit a member, or members.  Donate to our political action committee.  Establish a relationship with a State Representative or Senator.  If your “job” is really a “career,” doesn’t it make sense to get involved and protect your livelihood?  I am the second generation in a family agency.  I sincerely hope that my involvement in NAIFA will help protect our industry and it will be thriving for my children to succeed me at Barrist Insurance Group. 

 

My name is David Barrist.  I am proud to be YOUR President and look forward to meeting EVERYONE this year. 

 

 

 

 

News and Events

What's Happening in NAIFA-PA's local associations?

Go to the Continuing Education Calendar to find out!

 

2014-15 NAIFA-PA Board of Directors
  • David Barrist                President (EC)
  • Christine Musuneggi      President Elect (EC)
  • John Hynes                  Vice President (EC)
  • Steve Earhart                Secretary (EC)
  • Joe Marrazzo                Treasurer (EC)
  • Bill Krause                    National Committeeman (EC)
  • Eric Weinberg                Immediate Past President (EC)
  • Steve Petrungaro            Regional Vice President-NW
  • Jeff Bickmore                  Regional Vice President-SW
  • Lisa Dodson                   Regional Vice President-Central
  • Paul Valerio                     Regional Vice President-East
  • Rob Donlan                     Board Director
  • Ida Gates                         Board Director
  • Dave Punt                        Board Director
  • Andrew Evans                 Board Director
  • Harris Kivitz                      Board Director
  • Rhondi Nachlis               Board Director
  • Lou Pettinato                    Board Director
  • Jennifer DeProspo          Board Director
  • Drew Shumski                 Board Director
  • Doug Trainer                  Board Director (Past President)
 
 

 

          

 

NAIFA-PA President David Barrist (right) visits with Governor-Elect Tom Wolf and and Lt. Governor-Elect Mike Stack.

 

 

Have You Contributed to IFAPAC?

The Insurance and Financial Advisors Political Action Committee (IFAPAC) is a term used to describe collectively the PAC sponsored by NAIFA at the federal level and the PACs sponsored by each state association. In the last election cycle, the national IFAPAC and the 50 state IFAPACs contributed approximately $1.1 million to federal and state candidates and committees. Learn more about IFAPAC and how you can contribute by clicking here.

See the 2011 IFAPAC-Pennsylvania Annual Report here.

Get off the Bench and Get into the Game! IFAPAC has launched a special promotion aimed at increasing the percentage of NAIFA members who contribute to IFAPAC. Learn more by clicking here.

Risk Management Seminar - Now Available Online

NAIFA and CalSurance have created a new FREE online risk management course that is directly available to members. By taking the course, members save 10% off their policy for three years. Click here for more information and to register.

 

Wanted: Political Contacts!

NAIFA-Pennsylvania is looking for members to serve as political contacts for our elected representatives in Harrisburg and Washington. Please help your professional association in its grassroots advocacy efforts! To download a Political Contact Form, CLICK HERE.

 

THANK YOU to Our 2011-2012 New Member Sponsors

During the 2011-2012 membership year, 34 NAIFA-PA members sponsored new members. NAIFA-PA thanks you for your efforts on behalf of membership! To see the list of those who sponsored new members, CLICK HERE.

 

Age 40 or younger? In the business less than 5 years? YAT is for you!

The mission of NAIFA's Young Advisors Team (YAT) is to SOW the value of membership with new and young advisors, so they are empowered to SURVIVE their first years in the business, to GROW into involved NAIFA members and become successful advisors who THRIVE in the industry and our association. Learn more by clicking here. Learn more about member benefits available to Young Advisors by clicking here.

Join the NAIFA-Pennsylvania YAT group on Facebook! CLICK HERE to join.

 

 

Sircon has partnered with NAIFA-Pennsylvania to simplify your workday Learn More...

 

Check out our Virtual University! 360 Training has teamed up with NAIFA-PA to bring you online classes when you need them - 24/7. Click here for the latest list of course offerings.

Insurance & Financial Advisor brings you articles of interest in region-specific editions. Learn more by clicking here.

 

NAIFA-Endorsed

E&O Program

 

NAIFA's endorsed Professional Liability Insurance Program is available exclusively to NAIFA members by CalSurance Associates, a division of Brown & Brown of California Inc. CalSurance welcomes new and returning NAIFA E&O program participants.

CLICK HERE for all the program details and to apply online.

Take the Online Risk Management Seminar! NAIFA and CalSurance have created a new FREE online risk management course that is directly available to members. By taking the course, members save 10% off their policy for three years. Click here for more information and to register.

*****

UPS Savings Program

Save up to 30% on UPS shipping!

NAIFA-PA members can save up to 30% off UPS Express air, international and ground shipments. That's a significant savings over FedEx published rates! NAIFA-PA members can save:

  • Up to 30% on UPS Next Day Air and Worldwide Express services
  • Up to 30% on UPS 2nd Day Air, 3 Day Select and Worldwide Expedited services
  • Up to 16% on UPS Ground services

Enroll today!

*****

Insurance licensing solutions for Pennsylvania from Kaplan Financial Education. Prepare for the insurance licensing exam using Kaplan Financial Education's licensing materials. State-specific options to prepare you for your exam, including:

  • Customized study plan
  • Easy-to-use materials
  • Competitive pricing

Test yourself with thousands of online practice questions and solutions. Discover your strengths and weaknesses on specific topics.

For ordering details, CLICK HERE.

*****

NAIFA sales, prospecting and marketing tools

NAIFA members can take advantage of special rates to obtain the tools they need to enhance their business success! Learn more by clicking HERE.