NAILBA Perspectives - July 2016 - 34

index of advertisers AIG 4 American National Insurance Company (ANICO) BC Broker World 33 E&O Insurance 29 NAILBA Charitable Foundation 25 Protective Life IBC Life Happens 27 NAILBA Network 19 Prudential IFC NAILBA 35 20 Mutual of Omaha 3 Sunshine Promotions 8 Petersen International Underwriters 6 events calendar Listed below are industry events that may be of use or interest to members of the brokerage community. september 2016 17-19 | N  AIFA Career Conference and Annual Meeting Las Vegas, NV october 2016 16-18 | A  CLI Annual Conference Washington, DC november 2016 19-21 | W  IFS National Conference Chicago, IL conference 17-19 | N  AILBA 35 Dallas, TX nailba35 See page 20 for details brokerage in motion Nancy Bosley has been named Director of Strategic Business Development for NAILBA member agency Global Insurance Solutions Group, Inc. (GISG), an independent insurance brokerage firm. Nancy will be responsible for the strategic development aspects of GISG, with specific emphasis on the firm's expanded services for international and domestic wealth management, private banking, and investment advisory channels. A thirty-year veteran of the insurance industry, Nancy has previously served in leadership roles at many well-respected organizations including Transamerica Life Brokerage and LifeMark Partners. "Our firm is privileged to be a recognized leader in insurance-based solutions for businesses and families world-wide. With the additional bench strength of Nancy, we are further positioned for expansion and growth in 2016 within the registered investment advisory and private banking channels," said Michael Blank, GISG managing partner. Nancy can be reached at Patrick Bowen was promoted to Senior Vice President (Interim), Sales and Marketing for Legal & General America. Patrick has been with LGA for five years, most recently serving as vice president of national distribution segments. He has nearly twenty years' experience in our industry, all of it in a brokerage sales and marketing capacity. He currently serves on the NAILBA Charitable Foundation Board of Directors (see page 22 for more about the Foundation Board) and can be reached at James Galli has been appointed as executive vice president, Business Strategy and Innovation for Legal & General America. In his new role, he will lead the LGA team to identify and develop strategies to expand 34 perspectives JULY 2016 LGA's portfolio of products, broaden its distribution channels, and drive transformation that differentiates LGA in existing and new markets. "Jim's background is a remarkable fit for this leadership role at Legal & General America. He is a highly qualified executive with significant experience in sales, marketing, product development, and operational platforms," commented Gene R. Gilbertson, LGA President and CEO. Ken Leibow, formerly Director of Operations for Genworth Financial, in April joined Impact as Senior Vice President. In addition to his new role with Impact, Ken is a well-respected industry veteran who currently serves the brokerage community as Chair of the independent Life Brokerage Technology Committee (LBTC). "Ken's skills, experience, and energy perfectly complement our team. His deep industry knowledge will help us tap new market opportunities and broaden the market for our existing products and services. I'm excited to have him on board as a member of our senior leadership team," said Heather Vaartjes, COO, Impact Technologies Group, Inc. Ken can be reached at Lori-Anne Walker has joined NAILBA member agency Diversified Brokerage Services, Inc. (DBS) in the role of Chief Underwriter. With 27 years of brokerage business experience, Lori brings a wealth of underwriting and leadership expertise to DBS. Commented Chip Van Dusen, President of DBS, "We feel very fortunate to have found someone of Lori's caliber to fulfill this role. I'm confident that Lori will play a key role in providing and implementing high quality solutions for our agents and their clients. I am very pleased to welcome Lori to our organization." Lori can be reached at

Table of Contents for the Digital Edition of NAILBA Perspectives - July 2016

NAILBA Perspectives - July 2016
Chairman’s Corner
CEO Insights
Mooers Award Nominations
Cyber Liability/Cyber Security
NAILBA 35 Program Preview
NAILBA Charitable Foundation
Life Happens
Member Profile
Agency Successor Networking Group
Calendar of Events
Brokerage in Motion
Index of Advertisers

NAILBA Perspectives - July 2016