AWARDS PROGRAM NOMINATIONS
NAIFA Illinois is looking to spotlight emerging leaders in our industry while strengthening NAIFA’s future through advocacy, engagement, and agency partnership.
We invite you to nominate one candidate from your agency to be considered for one of our 4 Under 40 Award Recipients.
To recognize individuals who have given meritorious service to the insurance and financial services industry, the agency system, and the community in ways that enhance the image of the agent. These individuals have provided exceptional service to NAIFA.
Milo Markovic, CLU, DIA
Milo Markovic, CLU®, DIA, is Director of Life and Disability Brokerage at True Wealth Strategies, where he runs the life, disability income, and long-term care brokerage desk. He works with independent brokers and financial advisors, providing access to The Guardian Life Insurance Company of America (GLIC) portfolio and numerous highly rated carriers.
His focus is helping brokers and advisors place more life, disability income, long-term care, and annuity business. His work includes specialty markets such as physicians and high-net-worth Global Citizens, multi-life disability insurance, executive benefit strategies for businesses and key employees, and hands-on case design and underwriting support from the first conversation through policy delivery.
Milo also plays an active role in developing Financial Representatives at True Wealth Strategies through sales coaching, case strategy, product training, and educational events. He helps advisors become more confident in insurance conversations, identify opportunities within their practices, and ultimately grow their business.
Milo started his career as a Financial Representative at True Wealth Strategies, where he built his own practice. He knows what it costs to get a case in front of a client, and what it feels like when underwriting gets in the way. That is why every case that crosses his desk gets treated like it’s his own.
Milo holds the CLU and DIA designations. He received the prestigious Client Builder Award – Diamond for fast-start Financial Representatives within the Guardian career network. He is a two-time qualifier for Guardian’s Leaders Club and a current member of the insurance industry associations Finseca (formerly AALU), the National Association of Insurance and Financial Advisors (NAIFA), and the Exit Planning Institute. Within NAIFA, he serves on the NAIFA Illinois Board of Directors and on NAIFA’s National Young Advisor Team Committee, supporting the growth of the next generation of advisors. He previously served on the Skokie Chamber of Commerce Board of Directors. He has also written articles published in InsuranceNewsNet Magazine, including “The Importance of Life Insurance in Long-Term Care Planning” and “How Life Insurance Funds Executive Benefit Plans.”
Born and raised in Serbia, Milo graduated from the University of Belgrade with a B.S. in Environmental Engineering before moving to the United States to pursue new career opportunities. Outside the office, Milo loves to stay active. He enjoys skiing, city walks, and time on the mat at Chicago MMA gym, and he loves spending time with family and friends and trying new cuisines that inspire his own cooking.
9180533.1
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. True Wealth Strategies LLC is not an affiliate or subsidiary of Guardian. CA Insurance License #4205864.
National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee. This association is unaffiliated with my financial business.
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P.O. Box 13365
Springfield, IL 62791
Phone: 217-529-0126
sara@naifa-il.com
