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NAFA Elects 2017 Board of Directors, Treasurer for Executive Operating Committee


Membership Affirms New Leaders at Its Annual Meeting

WASHINGTON D.C. (December 8, 2016) — The general membership of NAFA, the National Association for Fixed Annuities, approved recommendations for its newly elected 2017 board of directors at the association’s annual meeting held recently in Phoenix, Ariz. Nominations were received from the membership at large, and candidates were thoroughly vetted by the current board before being announced. With all present at the meeting in favor of the new appointments, five members will actively begin filling their roles effective Jan. 1, 2017.

Newly appointed board members include: Margo Thompson of The Annuity Source, Inc., Lauri Beck of Insurance Network America, Heather Kane of EquiTrust Life Insurance Co., Jeff Maxey of InsurMark and Mike Morrone of Nationwide. Brian Mann of Partners Elite Advisory Group will assume the role of chairman of the board of directors, taking over for exiting chair Nathan Zuidema of Imeriti Financial Network. Dominic Cursio of M3 Financial, Inc. will roll up to vice chair and Jim Maietta of Allianz to secretary, while Chris Conroy of CreativeOne will join the executive operating committee as its newly appointed treasurer.

“Each year, I’m amazed by the talent that is identified within our membership to help serve the organization and drive our mission forward,” said Chip Anderson, Executive Director of NAFA. “We are thrilled to have these individuals join an influential group of professionals already on the board, and look forward to their contributions as we work through a tumultuous legislative and regulatory environment surrounding fixed annuities. I’m confident our premier, supporting and vendor partners will all benefit tremendously from the time, efforts and service of these appointees.”

NAFA membership subsequently approved the entire board roster, which includes the following current members: Cary Carney of Voya Financial, Tony Compton of Great American Insurance Group, Rich Lane of Standard Insurance Company, Eric Marhoun of Fidelity & Guaranty Life, Randy Matzke of Advisors Excel, Paul McGillivray of M&O Marketing, Kevin Mechtley of North American Company for Life and Health Insurance, and Kirby Wood of American Equity.

NAFA recognized the contributions of exiting board members Chris Johnson formerly with National Western Life, Rod Mims of Athene Annuity & Life Assurance Company, Harry Stout of NelsonWells, LLC, and Eric Taylor of AIG Life & Retirement with commemorative plaques was presented in front of the general membership assembly.

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

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