NAIFA Utah Central September Meeting

4801 North University Avenue,Provo UT 84604

16 September, 2021

Description

Lunch and presentation Join us for lunch at La Jolla Grove. Our speaker will be NAIFA Utah President, Brian Ellis. He will be presenting Insurance Integrity Intentionally. Brian Ellis, FSS joined the financial services industry with Beneficial Financial Group in 2005, He joined The Cambridge Financial Group in 2010 and holds the Financial Services Specialist (FSS) designation. Brian is an active member of the National Association of Insurance and Financial Advisors (NAIFA) serving as President of NAIFA-Utah in 2021. Brian specializes in matching innovative solutions to the financial challenges facing growing families, as well as preparing individuals to have maximum income in retirement. The most fulfilling aspect of his job is being able to develop a mutually beneficial relationship of trust with those he meets and seeing the “light” come on as they discover the benefits of strategies they hadn’t previously considered. Brian graduated from Brigham Young University (BA-English, ’93), is an Eagle Scout, a former junior high football coach and speaks Danish. He and his wife Bonnie are getting ready to serve a mission for the Church of Jesus Christ of Latter Day Saints in Denmark beginning fall of 2021. They’ve been married 30 years, have 4 beautiful daughters, 4 great son-in-laws and 4 grandchildren. Brian’s interests include reading, family vacations and service-oriented activities. NAIFA-Utah Executive Director