Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Life Health > Life Insurance

IIABA names new leadership team

X
Your article was successfully shared with the contacts you provided.

Robert “Bobby” Bramlett has been inaugurated as the new chairman of the Independent Insurance Agents & Brokers of America (IIABA), with Tom Minkler as chairman-elect, David Walker as vice chairman and Vaughn Graham as an at-large executive committee member. Bramlett succeeds Mike Donohoe, who will serve on the committee as immediate past chair for one year.

Bobby Bramlett is president & CEO of the Bramlett Agency in Ardmore, Okla. He began his insurance career with The Bramlett Agency in 1975 and has served as its president and CEO since 1983. He is past president of Independent Insurance Agents of Oklahoma (IIAO) and most recently served as vice-chairman of IIABA. In 2008, Bramlett received the IIABA’s highest Government Affairs award, the Sydney O. Smith National Legislative Award. He was also given IIAO’s highest award, The Eagle of Excellence Award, in 2009. Bramlett is a graduate of St. John’s Military Academy in Delafield, Wis., and earned his bachelor’s in Business Administration from the University of Oklahoma.

Tom Minkler is president of the Clark-Mortenson Agency in Keene, N.H. He is a past chairman of the New Hampshire Association of Insurance Agents, past New Hampshire director on the IIABA national board and past president of the Massachusetts Association of Insurance Agents and is past chairman of the IIABA Government Affairs Committee. He has also served on various other IIABA committees including the Professional Liability Committee, the Agents Advocacy Fund, the IIAA Agency Administrative Services board of directors and the Captive Study Committee.

David Walker, CIC, AAI, LIC, is president of Hartland Insurance Agency in Hartland, Mich. He began his insurance career in 1979, and joined Hartland Insurance Agency as a producer. He has served on the Michigan Association of Insurance Agents (MAIA) Young Agents Council, Education Committee, Legislative Affairs Committee and Agency-Company Relations Committee. Additionally, he has served on the board of directors and as president of MAIA and the Genesee County Independent Agents. At the national level, he has served on the boards of the IIABA, CAP and IIABA Advantage, and as a member of the IIABA Professional Liability Committee.

Vaughn Graham is president of Rich & Cartmill, Inc. headquartered in Tulsa, Okla. He is a past chairman of the IIAO and has served on the IIABA national board of directors. Graham was recognized in 2012 with IIAO’s highest honor, The Eagle of Excellence Award. At the national association level, since 2009, he has chaired the IIAA Member Services Board, served on the IIABA Advantage Board, was a Trustee on the InsurPac Board, and was a member of the Agents & Brokers Roundtable.

In other industry news:

Robert KerznerRobert Kerzner, CLU, ChFC, president and CEO of LIMRA, LOMA and LL Global, is the recipient of the Round Table of New York’s 2012 Lifetime Achievement Award.  

The award recognizes individuals for their contribution to the insurance and financial services industry, as well as their accomplishments in the areas of ethics, education and industry leadership. 

In 1974, Kerzner began his career at The Hartford as a life insurance sales agent, establishing performance records in field sales and management, before moving to senior management. He ultimately was promoted to executive vice president and head of the individual life division of Hartford Life, Inc.

Kerzner was named president and CEO of LIMRA after his retirement from The Hartford. He led the effort to bring LIMRA and LOMA together under a single management organization, LL Global, which became effective Jan. 1, 2008. Together, LIMRA, LOMA and LL Global have more than 1,200 members in more than 70 countries, including most of the world’s largest life insurance companies. 

The 94th Anniversary Black Tie Dinner of the Round Table of New York will be held Monday, Dec. 3 at the Union League Club in New York City. 

Larry Roth, president and CEO of Advisor Group, has been elected as the Insured Retirement Institute’s new chairman of the board of directors. Roth succeeds Lynne Ford, executive vice president for Calvert Distributors Inc. Ford now holds the position of past chairman and has been reelected to serve another term as a member of the board of directors. That term will expire in 2015.

Elected to serve full terms on the board that expire in 2015 are:

  • Cindy Vogl, executive director of Defined Contribution and Retirement Solutions for UBS Global Asset Management (Americas) Inc.;
  • Robert DeChellis, president of Allianz Life Financial Services;
  • Elizabeth Forget, senior vice president of MetLife Retail Annuity Products;
  • Nick Lane, senior executive vice president and president of Retirement Savings for AXA Equitable;
  • Maliz Beams, CEO of ING U.S. Retirement;
  • Michael Falcon, managing director and head of retirement for J.P. Morgan Asset Management;
  • Bruce Ferris, executive vice president of Sales and Distribution for Prudential Annuities;
  • Drew Lawton, executive vice president and head of Retirement Solutions for New York Life Investments;
  • Bill Lowe, president of Sammons Retirement Solutions;
  • Robert Moore, president and chief operating office of LPL Financial;
  • Paula Nelson, president of Forethought Distributors.

John Carter, president of Nationwide Financial Distributors, was elected vice chairman; Thomas Streiff, executive vice president and retirement product manager for PIMCO, was reelected secretary; and LPL’s Moore was elected treasurer. 

Aviva USA introduced the Aviva Accelerated Access rider for customers who are diagnosed with a chronic illness to access funds from the policy’s death benefit.

With the Accelerated Access rider, a customer certified as chronically ill by his or her physician and who meets all eligibility requirements may access a majority of the life insurance policy’s death benefit, generally on a tax-free basis. The proceeds can be used by the policyholder to help pay for costs incurred in living with their condition – including nursing home costs, family care, assisted living, adult daycare, home health care or toward their mortgage.

Dina MillerIntegrated HR solutions firm, BASIC, promoted Dina Miller as southeastern regional director in the Atlanta area.

Miller brings experience ingraduated from Oakland University with a bachelor’s in marketing, and has completed courses in FMLA, COBRA and FSA.

“I’m excited to have Dina lead our national expansion in the South,” said Fritz Teutsch, president of BASIC.  “She understands our broker centric philosophy and is a certified expert in our circle of solutions.”

Insurance Technologies, LLC released FireLight 2.1, an e-application business fulfillment platform using HTML 5 technology with mobile and e-signature capabilities. 

FireLight 2.1 provides agents with an enhanced and familiar user experience for electronic business processing on any device with Insurance Retirement Institute certified electronic signature functionality that delivers in good order straight-through processing.  Developed with Microsoft .NET 4.0 and HTML 5 technology, FireLight 2.1 has the same end user experience across all devices. 

FireLight provides the industry a rules engine, system integration support, intuitive user interface and mobile capabilities to increase business processing efficiency for carriers and agents.

Insurance Technologies provides sales and regulatory automation solutions to the insurance and financial services industries. 


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.