Broker World

William Penn Life Insurance Company of New York Honors Goodman Award Recipient

Michael A. Smith, CLU, a partner at Rampart America and long-time William Penn general agent, was honored as the 2010 Paul Goodman Award recipient. The award, established in 1998 by William Penn, is given to a person who reflects the innovative spirit and commitment to the brokerage distribution system exhibited by the late Paul Goodman, the company’s former president. Paul Goodman was known for his ability to recognize exceptional performance in the people around him; choosing each year’s honoree is William Penn’s attempt to do that as well.

Before announcing this year’s recipient, Frank Gencarelli, senior vice president of marketing and distribution, Legal & General America, expressed how this award truly honors Paul Goodman. Goodman was with William Penn in the days back when universal life products were born and helped establish the company as a premier brokerage company of New York.

Gencarelli went on to acknowledge past award recipients in attendance and invited them to stand beside him and Jimmy Atkins, CEO, Legal & General America, to present Smith with the award. Smith’s name has been added to the antique silver bowl next to those of past honorees.

When called up to receive his award he ran down the line of past recipients doling out high fives to all. In his acceptance he said, “I bleed William Penn blood.” At a loss for more words, he gave many thanks to all in attendance and William Penn saying, “I will honor the trophy.”

Smith has been a William Penn general agent since 1979. He was without a doubt destined for the insurance business from the start, receiving his masters from Temple University in risk and insurance. Upon graduation he joined his father, Melvin S. Smith, JD, CLU, ChFC, at The Smith Agencies. In 1993 he joined forces to form Rampart-Smith Agency, Inc., of which he remains president (the agency is part of Rampart America Life Insurance Services Group). In 1999 Smith was inducted into the William Penn Hall of Fame. He is a 26-year Life and Qualifying Member of the Million Dollar Round Table, two-time qualifier for the Top of the Table, and six-time qualifier for the Court of the Table. Smith has previously sat as president and chairman of The New York Center for Financial Studies and president of the New York City Chapter of The Society of Financial Service ­Professionals.

David B. O’Maley, CLU, ChFC, MSFS, has announced his retirement, effective ­November 30, as chief executive officer and president of Ohio National Financial Services, positions he has held since February 1994. He will continue as executive chairman of the board of ­directors.

Gary T. “Doc” Huffman, CLU, ChFC, currently vice chairman and chief operating officer, has been recommended to replace O’Maley, and it is expected that the board of directors will take action at its next regularly scheduled meeting.

O’Maley came to Ohio National in March 1992 as executive vice president and chief marketing officer, after serving 24 years with Life of Virginia, first as an agent and advancing to senior vice president and a member of its board of directors. He was named chairman, president and chief executive officer of Ohio National in February 1994.

A Long Island, NY native, O’Maley received his bachelor’s degree from Florida Atlantic University and has a master’s degree in financial services from The American College. Active in the industry and community, he currently serves on the board of directors of US Bancorp and the Million Dollar Round Table (MDRT) Foundation. Additionally, O’Maley, an active pilot, is founder of the Tri-State Warbird Museum, where he currently serves as volunteer chairman. Opened in the spring of 2005, this historic aviation museum is dedicated to honoring those who fought for our country’s freedom and to America’s rich aviation history. The museum has the third largest collection of airworthy World War II aircraft, and is located in Clermont County Airport, Batavia, OH.

Robert DiNardo, second vice president of marketing-annuities and retirement products, and Theresa Massie, director of marketing, have recently joined the retirement and annuities division of National Life Group, located in Dallas, TX.

Throughout the past 16 years, Robert DiNardo gained experience in the financial services industry by developing, marketing and selling a wide range of investment, retirement and insurance products. Most recently, DiNardo worked for Old Mutual, where he led the marketing effort for the domestic variable annuity product line. Prior to Old Mutual, DiNardo was the vice president of fixed, index and immediate annuity product management at Jackson
National Life.

DiNardo holds a BA from UCLA, an MBA from Arizona State University, and an MIM from the Thunderbird School of
Global Management.

Before joining National Life Group, Massie most recently worked as marketing and brand manager at the Methodist Hospital System in Houston, TX. Previously, she spent nine years with AIG/American General, holding the position of director, advertising and marketing communications, where she played key roles in designing
and implementing brand and advertising campaigns, product launches, multi-cultural ad campaigns and web pages.

Massie, a member of the American Marketing Association, holds a BA from The College of William and Mary.

The partners of The Plus Group, a disability insurance marketing organization and founders of DI Day, has announced the dates of their DI Day Training Live Audioconferences. All will be held at 2:00 Eastern time and will be approximately 50 minutes in length. There is no cost to attend. For more details, including login information, go to www.plusgroupus.com, call 800-831-1018, or email tracey@plusgroupus.com.

January 20—Old Fashioned Underwriting, sponsored by Standard Life.
February 17—Market Trends and Industry Resources, Principal.
March 17—CI/DI: A Match Made in Heaven, Assurity.
April 18—Guaranteed Standard Issue (GSI), MetLife.
May 19—Real Life Cases with Real Life Solutions (part 1), Petersen International.
June 16—Short Term Disability Insurance, Mutual of Omaha.
July 21—ARDI/Term product, MetLife.
August 18—Guaranteed Renewal, The Standard.
September 15—Affordable Protection for Your Clients, Principal.
October 20—Real Life Cases with Real Life Solutions (part 2), Petersen International.
November 17—November is LTC Awareness Month, Assurity.

Ohio National Financial Services announced that Gary T. “Doc” Huffman has been elected vice chairman and chief operating officer.

With more than 30 years experience, Huffman joined Ohio National as vice chairman distribution, in August 2008.
Prior to joining Ohio National, he was president and chief executive offi cer of The Union Central Life Insurance Company and was executive vice president and director of the UNIFI Mutual Holding Company.

Huffman is a graduate of the University of Kentucky. After graduating, he had a 24-year career with MassMutual before joining Union Central in July 1999.

Huffman is a member of the board of directors of The American College and is a past committee chairman of LIMRA International.

Christopher J. Littlefield has been appointed chief executive offi cer of Aviva USA.

Littlefield joined AmerUS Group in January 2006 as executive vice president–general counsel and secretary. He was promoted to Aviva USA chief operating officer in February 2008.

Prior to that, Littlefield was with The Dial Corporation in Scottsdale, AZ (since 1998), where he held a number of management positions.

Littlefield graduated cum laude with a bachelor of science degree in business administration from the University of Arizona. He earned a juris doctor, with high distinction, from The University of Iowa. In his new role, he will continue to be based at the U.S. operations headquarters in Des Moines, IA.

Pan-American Life Insurance Group has appointed Bruce Parker senior vice president, global life insurance. He will be responsible for all individual life insurance business in Latin America; will lead as chairman of Pan-American International Insurance Corporation and Pan-American Assurance Company International, Inc.; and will develop the life strategy for the U.S. Hispanic market. Additionally, he will be a member of both the executive management and senior management committees.

Parker is the former president, CEO and chairman of Old Mutual US Life and held leadership responsibilities for several of its subsidiaries. Prior to Old Mutual, Parker was senior vice president of distribution for Jefferson Pilot Financial.

Parker earned a BA in economics from the State University of New York at Oswego and an MS in management from The American College. He also holds a Leadership Certificate from Cornell University. Parker is a former board member of LIMRA International and a current trustee of The American College.