We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!

wscdsdc

media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us

855.ask.wink

Close [x]
pattern

Industry News

Categories

  • Industry Articles (21,155)
  • Industry Conferences (2)
  • Industry Job Openings (35)
  • Moore on the Market (414)
  • Negative Media (144)
  • Positive Media (73)
  • Sheryl's Articles (800)
  • Wink's Articles (353)
  • Wink's Inside Story (274)
  • Wink's Press Releases (123)
  • Blog Archives

  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • September 2008
  • May 2008
  • February 2008
  • August 2006
  • Bo Johnson Spirit Award for Lifetime Achievement

    October 26, 2016 by NAFA

    Bo Johnson Spirit Award 2016 Recipient is Dr. Jack Marrion

    WASHINGTON D.C. (Oct. 26, 2016) — NAFA, the National Association for Fixed Annuities, announced Dr. Jack Marrion as the recipient of its 2016 Bo Johnson Spirit Award for Lifetime Achievement at its eighth annual Annuity Distribution Summit this month. The award recognizes courage, spirit and determination that challenges the status quo, inspires others to achieve, contributes unselfishly to others, and works ethically and conscientiously to improve the fixed annuity marketplace.

    The award was presented to Dr. Marrion by current NAFA board members Chris Conroy, senior vice president of sales for broker-dealer and national accounts at CreativeOne, and Paul McGillivray, director of special projects for M&O Marketing, both of whom nominated Dr. Marrion for the award. During the presentation, the two shared a colorful look at Dr. Marrion’s career thus far and why he truly epitomizes every aspect of the award through his continued outstanding industry contributions.

    “Dr. Marrion has conducted more research, published more findings, information, and advice, has dedicated more hours, and has impacted more people about the annuity product, retirement market, consumer needs and decision-making than any other individual in the history of the fixed index annuity product,” said McGillivray.

    As the founder of Advantage Compendium Ltd., Dr. Marrion provides research and consulting services to insurance companies and financial firms in a variety of annuity areas. He also currently serves as a Research Fellow at Webster University and NAFA’s director of research.

    Prior to forming Advantage Compendium, Dr. Marrion was president and owner of an NASD broker/dealer with offices in nine states, a former vice president of a life insurance company and previously vice president of an NYSE investment banking firm. He has a BBA from the University of Iowa and an MBA from the University of Missouri; his doctorate from Webster University in the area of cognitive bias in decision-making formed a new paradigm in the development of retirement income products.

    Drawing on his vast knowledge of all arms of fixed annuity distribution and insights on the annuity and retirement income world, Dr. Marrion has been featured in hundreds of publications and asked to speak at notable industry conferences time and again. Regulators frequently quote from his research, and he has been referenced or sourced in SEC rule filings relating to annuities, as well as working as a court certified expert witness on annuities. He has conducted a broad scope of research ranging from the behavioral reasons why consumers buy or don’t buy financial products to suitability and complaint trends to future annuity distribution impact models.

    Ultimately, he has helped protect and propel the industry forward, ensuring that fair and objective information is available to everyone from the consumer to the legislator for better decision-making relating to fixed annuities.

    “I cannot think of a more deserving recipient of our Bo Johnson Spirit Award than Jack Marrion,” said Chip Anderson, NAFA’s executive director. “His integrity, honesty, generosity and fixed annuity advocacy are invaluable to each and every fixed annuity consumer and industry professional, and we are so fortunate to have him as part of the NAFA team.”


    About NAFA
    NAFA, the National Association for Fixed Annuities, is the premier trade association exclusively dedicated to fixed annuities. Our mission is to promote the awareness and understanding of fixed annuities. We educate annuity salespeople, regulators, legislators, journalists, and industry personnel about the value of fixed annuities and their benefits to consumers. NAFA’s membership represents every aspect of the fixed annuity marketplace covering 85% of fixed annuities sold by independent agents, advisors and brokers. NAFA was founded in 1998. For more information, visit www.nafa.com.

    About the Bo Johnson Spirit Award for Lifetime Achievement

    NAFA’s Insurance Marketing Advisor Committee (IMAC) established the award in honor of Bo Johnson. Bo was well known for his energy, enthusiasm, and love of the fixed annuity industry. As a proud member of NAFA, Bo served on the board for several years and was the original IMAC chair. His life was cut much too short when he died in 2009 after a courageous fight with cancer. He exhibited the attributes outlined in the award created in his name and left a very positive and lasting imprint on the annuity industry. Former recipients include Wendy Waugaman, the late president & CEO of American Equity Investment Life Holding Company (2012); Bill Cain, chief executive officer of Financial Independence Group (2013); Samuel R. Lane, founder of Fairlane Financial Corporation (2014); and Eric Thomes, senior vice president of sales and head of FMO distribution for Allianz Life Insurance Company of North America (2015).

     

     

    Wink’s Note: What an awesome award! As our CEO Sheryl J. Moore looked up to Mr. Bo Johnson and we know that she models his energy, enthusiasm, and love for fixed annuity industry. Moore’s determination in the past seven years has been unmatched! We would love to nominate Moore for 2017. Join us and let NAFA know why Moore would be a great fit for the 2017 Bo Johnson Spirit Award. Nominations deadline is typically in early August of the respected year.

     

    Originally Posted at NAFA Annuity Outlook Magazine on October 26, 2016 by NAFA.

    Categories: Industry Articles
    currency