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NAIFA Puts Tom Michel on Track to Top

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The governance committee at the National Association of Insurance and Financial Advisors (NAIFA) has nominated Tom Michel to be the group’s secretary for the 2018-2019 term.

NAIFA plans to hold its officer elections in September, at its annual conference in San Antonio.

The nomination makes it likely that Michel could be NAIFA’s president in a few years. NAIFA members usually approve the nominees proposed by the governance committee. Secretaries typically rise up a rank each year — to treasurer, president-elect, and then president.

(Related: Keith Gillies to Lead NAIFA)

Keith Gillies is NAIFA’s president now. Jill Judd is the president-elect.

Michel is the managing director of Michel Financial Group in Los Angeles. He leads the firm with his wife, Kimberly Michel, who serves as a managing partner.

Michel has a bachelor’s degree from the University of the Pacific. He was a general agent at the UNIFI Companies from 1999 through 2010, then was a managing partner at New York Life Insurance Company, according to his LinkedIn entry.

Michel set up his own firm in 2013.

The firm offers clients help with life insurance, disability insurance, income planning, retirement planing, long-term care planning, estate planning, individual major medical insurance, and employee benefits. The firm offers securities through O.N. Equity Sales Company, an affiliate of Ohio National.

NAIFA started out in 1890 in as the National Association of Life Underwriters. It changed its name to NAIFA in 1999. It now represents the interests of about 200,000 members and member associates.

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