Financial Education for Securities, Banking, & Insurance Professionals.

N Y Life Institute for Advanced Life Insurance Education

Over $4 million in life insurance contracts have been committed to the Institute as a result of the New York Life Gifting Program, a company-funded effort to insure all NYLIC CLUs®, ChFCs® and masters graduates with $2,000 face amount contracts. Led by President Sievert, along with field associates John Rocco and Joel Shapiro, the field force was invited to participate personally by increasing the policy by $1,000 or $2,000 in face amount. With the deferred endowment secured, the funds on hand are earmarked for Institute projects.


 
Individuals

John H. Allen, CLU®, ChFC®

Sandra L. Anderson, CLU®

Donald T. Ash

Timothy M. Babbert, MSFS, CLU®, ChFC®, LUTCF

John T. Baier, MSFS, CLU®, ChFC®, CLF®

Thomas W. Bailey, CLU®, ChFC®

John R. Bartram, CLU®, ChFC®

Roland J. Basinski, CLU®, ChFC®, LUTCF

Dennis J. Bell, MSFS, CLU®, ChFC®

Lawrence J. Bernard, CLU®, ChFC®

Gregory D. Blanchard, CLU®, ChFC®

Cynthia R. Bolker, CLU®, ChFC®

Joseph S. L. Bonin, CLU®, ChFC®

Larry E. Botts, MSFS, CLU®, ChFC®

David E. Boynton, CLU®, ChFC®

Steven R. Braden, CLU®

Terry L. Breitbord, MSFS, CLU®, ChFC®

William V. Brody, CLU®

Vincent P. Brueggeman, CLU®, ChFC®, LUTCF

Andrew J. Burger

Robert J. Calhoun, CLU®, ChFC®

W. Harrison Campbell, CLU®, ChFC®, CAP®

Harold Caplan

Curtis Carey, CLU®, ChFC®

Kirt W. Carstens, CLU®, ChFC®

Steven H. K Chang, CLU®, ChFC®

William H. Coleman Jr, CLU®

Deborah L. Copeland, CLU®, ChFC®

Richard E. Darrah, CLU®, ChFC®

Kathleen T. Davenport, CLU®, ChFC®

Paul L. Davidson Jr, CLU®, ChFC®

Antonio M. DeLeon, MSFS, CLU®, ChFC®

Paul L. DeLisio, MSFS, CLU®, ChFC®, RHU®, REBC®

Lee R. Dean, MSFS

Paul K. Dell, CLU®, ChFC®

Patricia A. Doss, CLU®

Chester A. Duke Jr, CLU®

Robert C. Dye, CLU®, ChFC®

Catherine Lynn Eckardt, CLU®, ChFC®

Stephan A. Elliott, CLU®, ChFC®

O. Lee Elrick Jr, CLU®

Wendy L. Feldman, CLU®, ChFC®, CASL®

Martin A. Fennewald, LUTCF

Terry G. Fenwick, CLU®, ChFC®

Robert J. Fincham Jr, MSFS, CLU®, ChFC®

Carmen T. Fish, CLU®

Thomas F. Flournoy III, CLU®, ChFC®

Maureen E. Foley, CLU®, ChFC®

Daniel C. Fortier, MSFS, CLU®, ChFC®

Joseph A. Fulkerson, CLU®

Joseph L. Gage, CLU®, ChFC®

John O. Gaultney, CLU®

Stanley F. Goodin, LUTCF, CLU®, ChFC®

Diane Hack Gould, MSFS, ChFC®, CLU®, CAP®

John H. Greene, CLU®, ChFC®

Angelo A. Haddad, MSFS, CLU®, ChFC®, LUTCF

J. Len Hale, CLU®, ChFC®, CASL®

Randall D. Hart, MSFS, CLU®, ChFC®

Karen Bloch Hausler, MSFS, CLU®, ChFC®, CASL®

Willard L. Hensel, CLU®, ChFC®

Phillip J. Hildebrand, CLU®

Warren C. Hodges, CLU®, ChFC®

Noralie J. Hoffman, CLU®, ChFC®

Gerald D. Hoppe, CLU®, ChFC®

John R. Jagger, CLU®, ChFC®

Harris E. Kagan, ChFC®

Ronald F. Karabian, CLU®

Amy M. Kates, CLU®

James H. Kihneman Jr., MSFS, CLU®, ChFC®

Stanley B. Kline, CLU®

Thomas C. Klotz, CLU®, ChFC®, LUTCF, CASL®

Michael J. Kraft, CLU®

Lanny N. Kuehl, CLU®, ChFC®, LUTCF

Liam A. Leary, MSFS, CLU®, ChFC®

Louis G. Leblanc, CLU®

Donald E. Lippencott, MSFS

Robert Liss

Stanley Liss, CLU®

J. Peter Lyons, MSFS, CLU®, ChFC®

Donna J. Matzko

John K. McCallum Jr., CLU®, ChFC®, CASL®

Kimberly J. McKown, CLU®, ChFC®

Robert F. McKown, CLU®, ChFC®

Anthony D. Miller, MSFS, CLU®, ChFC®, LUTCF, CASL®

James Brent Moore, CLU®

James F. Naive, MSFS, CLU®, ChFC®

Roland S. Nebeker, MSFS, CLU®, ChFC®

William R. Neville Sr, CLU®, ChFC®

Glenn W. Nichols, CLU®, ChFC®

C. Don Nyhus, CLU®

Kevin S. Odell, CLU®, ChFC®

Martha N. Olmstead

Erik A. Olsen, MSFS, CLU®

Robert K. Ostberg, CLU®, ChFC®

Robert L. Pethtal, CLU®

Wilmer S. Poynor III, MSFS, CLU®, ChFC®

Earl S. Prolman, CLU®, ChFC®

Kirk Quaschnick, CLU®, ChFC®

Stephen G. Ray, CLU®

Randall D. Reichenbach, LUTCF, CLU®, ChFC®

George Nelson Ridings, CLU®, ChFC®

Penny K. Righthand, CLU®, ChFC®

John J. Rocco, MSFS, CLU®

C. Michael Rogers, CLU®

Mitchell Dean Rosenberg, MSFS

Ronald A. Sacks, CLU®, ChFC®

Robert V. Schechter, CLU®, ChFC®

Scott D. Scheer, LUTCF, CLU®, ChFC®, CASL®

Paul F. Schoenfeld, CLU®

Raymond J. Scott, CLU®, ChFC®

Joel A. Shapiro, MSFS, CLU®, ChFC®

Frederick J. Sievert

Timothy L. Sims, CLU®, ChFC®

Glenn E. Sowalskie, LUTCF, CLU®, ChFC®

Robert I. Spak, CLU®, ChFC®

Robert B. St. John, CLU®, ChFC®

Ronald T. Stansell, CLU®

Jolene S. Starr, CLU®, ChFC®

Seymour Sternberg, CLU®

Colleen M. Stevens, LUTCF, CLU®, ChFC®

Georgia J. Suranofsky, CLU®, ChFC®

James W. Tait, CLU®, ChFC®

Eric K. Takao, MSFS, CLU®, ChFC®, RHU®

David R. Tarella

Wyllys H. Taylor Jr, MSFS, CLU®, ChFC®

Robert A. Tewes, CLU®

Neil D. Theriot, CLU®, ChFC®

Jeffrey E. Thol, CLU®, ChFC®

Wayne E. Thomas, CLU®, ChFC®

William G. Thompson, CLU®

Christopher G. Tobey, CLU®

Terry T. Uchida, ChFC®, CLU®

William VanWinkle, MSFS, CLU®

John D. Varner, CLU®

Raymond Vitek Jr., CLU®, ChFC®

Curtis J. Vrieland, CLU®, ChFC®

Richard A. Wadsworth, CLU®, ChFC®

Norbert A. Weisbeck, CLU®, ChFC®

Earl L. Weiser, CLU®, ChFC®

Sharon G. Welch-Blair, CLU®, ChFC®

Bernard R. Whitehill, CLU®

N. Susan Whittington, MSFS, ChFC®, CLU®

Roger A. Wikstrom, MSFS, CLU®, ChFC®

Dale S. Williams Jr, CLU®

Freda J. Zimmerman, CLU®, ChFC®

Jules A. del Vecchio, CLU®, ChFC®

 
Companies/Organizations

New York Life Insurance Company

 
Programs of Study
 
Centers of
Excellence

Resources
Insurance Education
 
RHU®

Registered Health Underwriter®

(Health Insurance)

 
 
ChHC®

Chartered Healthcare Consultant®

(Healthcare Specialty)

 
 
REBC®

Registered Employee

Benefits Consultant

(Employee Benefits)

 
 
CLF®

Chartered Leadership Fellow®

(Field or Agency Leadership)

 
 
LUTCF

Life Underwriter Training

Council Fellow

(Insurance Skills)

 
 
CLU®

Chartered Life Underwriter®

(Insurance Specialty)

 
 
Financial Planning
 
ChFC®

Chartered Financial Consultant®

(Advanced Financial Planning)

 
 
CFP®

Certification Education

(Financial Planning)

 
 
CASL®

Chartered Advisor for

Senior Living®

(Retirement Income Education)

 
 
FSS

Financial Services Specialist

(Financial Services Basics)

 
 
CAP®

Chartered Advisor

in Philanthropy®

(Philanthropy)

 
 
RICP

Retirement Income

Certified Professional

(Retirement Income)

 
 
Graduate Degrees
 
MSM

Master of Science in Management

(Executive Leadership)

 
 
MSFS

Master of Science in

Financial Services

(Advanced Financial Planning)