NAIFA Massachusetts

Upcoming events

    • Thursday, August 15, 2019
    • 8:30 AM - 11:00 AM
    • Charles River Country Club, 483 Dedham St, Newton, MA 02459

    NAIFA Massachusetts annual 4 Under 40 event is coming August 15 at the Charles River Country Club! Learn from the honorees who are among the best and brightest young advisors in Massachusetts. Learn how they:

    • get in front of new clients
    • use social media
    • get more referrals
    • gain trust of older prospects, clients and more...

    Congratulations to the Awardees

    Ian Frederick graduated from the University of New Hampshire’s Whittemore School of Business in 2006 with a B.S. in Business Administration.  After college he began his career with HSBC bank as a mortgage banker. He started his career at MassMutual 2008 in the Bedford NH office. Ian also works with business owners (he is a Certified Family Business Specialist) and has an alliance with a local credit union.  Roughly 35% of his clients are in the Greater Boston area with the remainder being in NH, ME, VT, CT, RI, NY, FL, NC, and CA.


    Evan Olson graduated from the University of Connecticut School of Business.  After college he began his career at Liberty Mutual as a Sales Associate. He started his career at NMWM in 2015 at the Boston Office. He is a Licensed Insurance Producer and has both Series 6/ Series 63 certifications. He achieved both Pacesetter 40 and 60 in his first year at NMWM. (Over 100 policies sold).


    Corey Phillips graduated from Trinity College in 2008 with a dual Bachelor’s of Science Degree in Economics and in American National Government, Corey Phillips is now a Financial Advisor with The Bulfinch Group and is steadily building a thriving practice serving clients between 30-48 years old and business owners as well as the clients of two retired Guardian Life advisors. In January 2019, Corey earned the prestigious Retirement Income Certified Professional (RICP®) designation from The American College.


    John Wagner  graduated from the University of Hartford with a B.A in Fine Arts.  john started his career at New York Life Insurance Company and then worked at Liberty Mutual. He has been promoted to Vice President at Robert Fine and Associates and brings business owners and families through the process of protecting themselves and building wealth they can attain and use. He qualified for our Leaders Club conference both years he has been eligible. Each time in only 6 months.

    FREE for NAIFA Members
    $35 for Non Members

    Event Registration opens at 8:30 am and the Program begins promptly at 9:00 am. 

    Charles River Country Club located at 483 Dedham Street in Newton is the setting for this year's Four Under 40 event!

    Thanks to our 2019 Sponsor!

Past events

Thursday, June 20, 2019 Outplay, Outthink, Outperform the Competition: The Winner's Circle with Mark Altman
Thursday, June 13, 2019 NAIFA MA Board & Annual Meeting
Thursday, May 16, 2019 NAIFA MA Board Meeting
Thursday, May 16, 2019 Influence, Motivate and Inspire: The Winner's Circle with Mark Altman
Tuesday, May 14, 2019 Save the Date! NAIFA Congressional Conference
Tuesday, April 09, 2019 NAIFA MA Board Conference Call
Tuesday, March 12, 2019 NAIFA MA Board Meeting
Tuesday, February 12, 2019 NAIFA MA Board Conference Call
Wednesday, January 16, 2019 Freshman Legislators Breakfast
Friday, January 11, 2019 Western MA Legislative Breakfast
Monday, December 17, 2018 Volunteer with NAIFA MA at Rosie's Place
Thursday, October 04, 2018 Special Member Presentation: Greg Raines
Thursday, September 13, 2018 Performance + Purpose 2018 Annual Conference
Thursday, August 16, 2018 4 Under 40
Thursday, June 07, 2018 NAIFA MA Annual Meeting & Special Presentation with Devon Harris, Member of the First Jamaican Bobsled Team
Friday, March 23, 2018 Special Presentation: Climbing to the Peak of Performance
Friday, January 12, 2018 Western Massachusetts Legislative Breakfast
Tuesday, December 19, 2017 Holiday Gathering
Thursday, November 16, 2017 Super CE Event
Thursday, November 09, 2017 NAIFA MA Board Conference Call
Thursday, October 12, 2017 NAIFA MA Board Meeting
Thursday, August 10, 2017 4 Under 40 Event
Thursday, June 15, 2017 NAIFA MA Annual Meeting & Special Presentation with Col. Mark Tillman, Air Force One Pilot
Tuesday, May 23, 2017 NAIFA Congressional Conference
Wednesday, March 29, 2017 Day-on-the-Hill & Freshmen Legislator Breakfast
Thursday, March 09, 2017 Ethics Program
Friday, January 13, 2017 Western Massachusetts Legislative Breakfast
Thursday, December 08, 2016 NAIFA MA Holiday Get-together
Thursday, November 10, 2016 Post-Election 2016: The Impact on Insurance & Financial Services
Thursday, November 10, 2016 NAIFA MA Board Meeting
Thursday, November 03, 2016 Government Relations Committee Meeting
Friday, October 14, 2016 FP Transitions: "Job - Practice - Business - Firm"
Wednesday, September 07, 2016 FSP Boston - Member Exchange: The Current State of Life Insurance Premium Finance
Thursday, August 25, 2016 2016 NAIFA Massachusetts 4 Under 40
Thursday, June 23, 2016 2016 ANNUAL MEETING
Tuesday, May 24, 2016 NAIFA Congressional Conference
Wednesday, May 11, 2016 2016 NAIFA MA Day-on-the-Hill
Wednesday, March 23, 2016 REGISTRATION CLOSED: 20 Credit Super CE Day
Friday, January 08, 2016 Western Massachusetts Legislative Breakfast
Tuesday, January 05, 2016 Follow-up DOL Fiduciary Rule Advisor update webinar
Tuesday, December 15, 2015 Webinar on DOL Fiduciary Rule
Wednesday, October 28, 2015 2015 Fall Kickoff Event
Saturday, October 03, 2015 NAIFA 2015 Annual Conference
Thursday, August 13, 2015 2015 NAIFA Massachusetts Four Under Forty
Thursday, June 11, 2015 2015 NAIFA MA Annual Meeting
Tuesday, May 19, 2015 Congressional Conference 2015


National Association of Insurance and
Financial Advisors of Massachusetts

2400 Post Road, Warwick, RI 02886

Phone: 401-732-2400 | Email:

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