ChFC® Designee and New York Financial Expert, Lance Drucker Has Written a New Book
ChFC® designee and New York financial expert, Lance Drucker has written a new book, "How to Avoid Bag Lady Syndrome". Featured in a USA Today interview, Lance discusses how to avoid "bag lady" syndrome, as well as offers advice on retirement planning both men and women can benefit from. Read the entire interview and article here.
Dr. Larry Barton, CAP®, Receives Honor for his Professional Achievements
Dr. Larry Barton, CAP®, former President of The American College and O. Alfred Granum Chair in Management, and William Fishlinger, Chairman & CEO of Gramercy Risk Holdings, were honored for their professional achievements and civic endeavors during The Insurance Division's annual luncheon, held on October 28th, 2014, at Gotham Hall. Ambassador Ido Aharoni, Consul General of Israel in New York, was the keynote speaker. Israel Bonds President & CEO, Izzy Tapoohi, praised the insurance industry for “having been a pillar of the New York Israel Bonds effort for decades.” Over 250 insurance professionals, representing more than 30 companies, attended the luncheon, which resulted in $18 million in Israel bond investments.
Awards and Promotions
Charles Rogers Jr., ChFC®, managing partner, Capital Concepts Financial Group, has earned the Chartered Financial Consultant designation from The American College. Charles has been a financial advisor with Capital Concepts Financial Group since 1998, and became a managing partner in 2001. Charles focuses mainly on personal finance and small business planning. Charles is a member of the Million Dollar Round Table (MDRT). He received his Bachelor’s degree in Business Administration from UNC-Chapel Hill.
John McKenna, CLU®, ChFC®, MSFS, an agent with New York Life Insurance Company in Bozeman, Montana, celebrated his 40th anniversary as a New York Life agent. John holds a Master's in Financial Services from The American College. He has a Chartered Life Underwriter designation and a Chartered Financial Consultant designation and has been a member of New York Life's Chairman's Council for 25 years. He attended Montana State University as well as Eastern Montana College. John is a Life and Qualifying Member of the Million Dollar Round Table and is currently mentoring three agents.
Sy Sternberg, CLU®, has been named the recipient of the John Newton Russell Memorial Award from NAIFA, one of the highest honors in the life insurance industry. The John Newton Russell Memorial award is given to outstanding members of the insurance community. Sy was chairman and CEO of New York Life from 1997 to 2009. Under his leadership, New York Life grew to the largest mutual insurance company and one of the largest insurance companies in the world. In addition to growing the value of New York Life, Sy implemented valuable training courses for field agents and improved communication between agents and upper management. He has also been a proponent for the insurance industry as a whole. Sy developed the GAMA/MDRT mentoring program for training employees and recently helped fund a fellowship in The American College’s new PhD in Financial and Retirement Planning. The American College would like to congratulate Sy Sternberg on the prestigious honor of the John Newton Russell Memorial Award.
Alumni Named to Life Happens Board
The American College is proud to announce that a group of our alumni have recently been named to the Board of Directors at Life Happens.
• Cliff Wilson, CLU®, ChFC®, CLF®, LUTCF holds an officer position, Executive Committee Secretary, on the board. President of Chandler, Arizona-based Southeast Arizona Insurance Services, Ltd. Wilson entered the insurance business in 1970, and went on to qualify for the Million Dollar Round Table.
• Thomas D. Currey, CLU®, ChFC®, LUTCF is a veteran of over 35 years in the financial services industry. He served in varied leadership positions in his professional association, the National Association of Insurance and Financial Advisors (NAIFA), becoming its national president in 2009-10.
• Michael Kalen, CLU®, ChFC®, is president and CEO of Futurity First Insurance Group. He joined Futurity in January 2010 after a 25-year career in the insurance and financial services industry with Hartford Life and Prudential Financial. He recently served on The American College Board of Trustees.
• Jon M. Voegele MBA, ChFC®, CLU®, is a regional vice president of agency from the Illinois region at COUNTRY Financial. In 2008, the district was awarded the GAMA Leadership Team Award.
• Eric Webster CLU®, ChFC® is vice president of marketing at State Farm corporate headquarters in Bloomington, Ill. Webster joined State Farm in July 2000 as assistant vice president, customer insights, and marketing, and was promoted to his current position in April 2007.
New York City Alumni Networking Event
An alumni networking event was held on April 8th, 2014 in New York City. The event was sponsored by:
Mickey Rosenzweig, CLU®, ChFC®, President and CEO, Rosenzweig Financial Services, Trustee and Vice Chairman of the Foundation Board.
Susan Cooper, CLU®, ChFC®, CFP®, MSM, Managing Partner, Penn Mutual Life Insurance Company, Trustee Board.
Paul Vignone, JD, LLM, CLU®, ChFC®, Executive Consultant, Penn Mutual Life Insurance Company, Trustee Foundation Board.
The event had over 30 attendees, and gave alumni a chance to network and learn more about all of the things going on at The American College.
A gallery from the event can be viewed here.
College’s Levy Fellow Presents Lecture
Last week the Jewish Community Foundation, Inc in Cherry Hill, New Jersey welcomed guest speaker and planned giving expert, Bryan Clontz, MSFS, CFP®, CLU®, ChFC®, CAP®, who is the president and founder of Charitable Solutions, LLC.
Clontz is the Leon L. Levy Fellowship holder at The American College, and has extensive experience in the planned giving field, and has spoken to dozens of Jewish community foundations/federations across the country.
His message to all non-profits, in a few words, is that they all need to do a better job of planning for the future by working with donors to establish legacy giving programs in order to stay in business. It is a message that parallels what the JCF believes, and we hope he will inspire these organizations to follow through on this important initiative.
Clontz spoke on "Navigating Charitable Giving Tax Issues for Non-Cash Assets" and delved into ways that donors can give to charity and potentially gain better tax benefits than by giving cash. Later at the event, Clontz spoke to the LIFE and LEGACY participants.
A special thanks was given to JCF Past President Leon L. Levy, CLU®, RHU®, to help arrange Clontz's presentation.
Picture (Leon L. Levy, CLU, RHU, Bryan Clontz, CFP®, CLU®, ChFC®, CAP®, and Sallie B. and William B. Wallace Chair in Philanthropy at The American College Phil Cubeta, CLU®, ChFC®, MSFS, CAP®, pause after Clontz's presentation)