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Kristine Coffey

We all like to look up to role models, and the NTSA is no different. The NTSA sponsors the prestigious lifetime service awards — the NTSA 2024 Richard Ford Volunteer Service Awards. Their nomination period is Spring 2023 — and has launched! Know the few, the extraordinary, the innovative, who... READ MORE
The answer to the RFP (request for proposal) challenge is clear: “Step Up! Make it Happen! You Can’t Not …” no matter what your function, if you are a true, growing professional in this grand, meaningful retirement industry. Five diverse, experienced professionals at the NTSA 2023 Summit shared... READ MORE
Retirement Income! There is a lot of activity, and it’s starting to take into account the needs of clients who are about to retire and who have retired for several decades of a new life chapter — finally! Not just a product and profitability focus — a focus on the diverse reality of real lives of... READ MORE
The inaugural ERISA 403(b) conference heard further about the complications of ‘legacy’ investments, so common from the past in 403(b) plans.  In the Oct. 3 session “403(b) Legacy Investments: The Bad, The Expensive, and The Ugly,” an expert panel explored the operational challenges of legacy... READ MORE
Congratulations to three of NTSA’s finest! The NTSA 2021 Elite Advisors are:  Michael Goldberg, The Equitable, Boca Raton, FL  Shane Michael Robinson, Robinson and Associates, Lincoln Investment, Greenville, NC Lisa M. Tursi, AIF, CRES,  Lincoln Investment, Sudbury, MA Michael, Shane and... READ MORE
Three active NTSA volunteers have been nominated and elected to a three-year term as At-Large Members of the NTSA 2021 Leadership Council. The NTSA Operating Policies and Procedures set forth three aspects of NTSA ruling leadership: The Strategic Partner Council (SPC), a trade group focused on... READ MORE
With joy and gratitude, NTSA announces its 2021 officers. President: Darlene Flagg, National Life Group Immediate Past President: Jim Kelleher, CPFA, ERPA, Carruth Compliance Consulting President-Elect: Christopher Zingaro, ABMM Financial Vice President: Philip Kim, CFP®, ChFC, RICP®, CRES,... READ MORE
In January, NTSA surveyed its members on their community service, and there’s great news about NTSA member’s involvement with their communities.    More than three-quarters—77%—volunteer their services in their communities. They demonstrate not only to their colleagues, but also to the world... READ MORE
The NTSA Summit is a priority and must-go event for me. But why? It’s the only place where I can get: information and insight about directed industry trends new sales idea that work perplexing questions answered opportunities for networking with the best of the best in the industry my next... READ MORE
NTSA proudly announces the inaugural NTSA Richard Ford Volunteer Service Award.   This new award honors and promotes NTSA members’ volunteer and service work in two areas: both with NTSA in their tax-exempt retirement industry markets and also with the member’s local governmental and nonprofit... READ MORE
The NTSA notes with sadness and great respect the passing of Richard Ford. He was Chief Marketing Officer for PlanMember Financial Corp., an NTSA Strategic Partner. RICHARD FORD – who was not encouraged by him?… his support, his joie de vive, his commitments, his engaging smile, his love for... READ MORE
Why attend the 30th Anniversary NTSA Summit? It’s the highlight of my professional year! This is because of the following: NETWORKING with the best of the best, the role model Elite Advisors MENTORING new attendees, who are bringing fresh ideas APPRECIATING stories of tradition with business... READ MORE
Have you ever been elbow-to-elbow with the energy and free-flowing successful solutions of the very best in our industry? For the first time ever, yes, you can be! NTSA brings you the inaugural NTSA Elite Advisors Awards on Sunday, June 22, 2014 at 2:15 p.m., right after the lively “State of the... READ MORE
This article originally appeared in the Fall 2013 issue of 403(b) Advisor Magazine.  To view a PDF version of this article, please click HERE. Gathering in the energy-filled Chicago Loop in June, 403(b) professionals from around the country networked, learned about timely industry initiatives and... READ MORE