May 31, 2011, WISCONSIN DELLS, Wis. – Juli Y. McNeely, LUTCF, CFP®, CLU, owner and vice president of McNeely Financial Services, Inc., Spencer, Wis., was recognized by the National Association of Insurance and Financial Advisors (NAIFA) Wisconsin for her dedicated service to the association.
McNeely received the A. Jack Nussbaum Award for Distinguished Service at a banquet in her honor following the association’s annual meeting May 18. The award was presented by Patrick J. Mongin, CLU, LUTCF, secretary/treasurer and Nussbaum awards chair. NAIFA is the largest professional organization representing life insurance agents and financial advisors nationwide.
McNeely currently is serving her second term as trustee of the national association’s board of directors and regularly contributes to Advisor Today magazine. McNeely has served in numerous offices and is a past president of both NAIFA Wisconsin and NAIFA Central Wisconsin. She actively promotes NAIFA’s position on legislative issues at the state and federal level and she has served on the board of directors of the Foundation for Insurance and Financial Education. She has chaired the Committee on Associations and the Young Advisors Team. In 2003, McNeely graduated from the first Wisconsin Leadership in Life Institute (LILI) class.
In addition to her service to the association, McNeely is a qualifying member of the Million Dollar Round Table, where she serves as a mentor and member of the professional development committee. She promotes financial education in her community by presenting classes at the local school and her church and by participating in Spencer High School’s annual Career Day.
“Juli’s service on the NAIFA board displays the same dedication, passion and follow-through so evident in her previous service. She brings thoughtful comment and deep commitment to her board service,” said NAIFA Immediate Past President Thomas D. Currey, CLU, ChFC, LUTCF.
In 1996, McNeely joined McNeely Financial Services, Inc., where she specializes in retirement planning, education funding, business continuity planning and estate planning. She has earned the Life Underwriters Training Council (LUTCF), CERTIFIED FINANCIAL PLANNERTM and the Chartered Life Underwriter (CLU) designations. She also holds the Series 7 and 63 securities licenses through SII Investments, Inc.
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The National Association of Insurance and Financial Advisors – Wisconsin was founded in 1936 as the Wisconsin State Association of Life Underwriters. Our mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, promote the ethical conduct of our members, and grow in strength and number. Nationwide, NAIFA comprises more than 700 state and local associations representing the interests of approximately 200,000 members and their associates.
Contact:
National Association of Financial and Insurance Advisors – Wisconsin
22 N. Carroll St., Suite 300
Madison, WI 53703
(608) 244-3131
E-mail: info@naifawisconsin.org
