THE NEWSLETTER OF THE NATIONAL ASSOCIATION …naifanet.com/303528/NAIFANov2010Color.pdf ·...
10
THE NEWSLETTER OF THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - OMAHA • NOVEMBER 2010 EVENT DETAILS Date: Tuesday, Nov. 16, 2010 Time: Buffet Opens 11 a.m. Program: 11:45 a.m. to 1 p.m. Location: Champions Run Country Club 13800 Eagle Run Drive • Omaha, NE Speaker: Terry Headley, LUTCF, LIC, FSS Topic: “The Direct Connection Between Advocacy and Your Bottom-Line” Cost: NAIFA-Omaha Members – No Charge Guests – $20 Sponsored By: We didn’t have a winner at the October lun- cheon, so we’ve added another $25 to the jackpot and will try again on Nov. 16. ALL current NAIFA- Omaha members are eligible to win this drawing, which concludes our monthly mem- bership luncheon. But you must be present to win! It’s just one more great reason to attend NAIFA-Omaha luncheons! Cash Jackpot Up to $375! “Advocacy and Your Bottom-Line” on Tap for Nov. 16 Luncheon The marketplace in which you sell, the products and services you can offer, and the benefits and value you can provide to clients all depend on lawmakers and regu- lators. Every week of the year, decisions are being made on both federal and state levels that affect your ability to earn a liv- ing and impact the financial security of your clients. NAIFA-Omaha members will benefit from our Nov. 16 program by gaining a better understanding of the legislative and regulatory environment in which insur- ance and financial professionals operate. They will learn the significant threats that are being proposed that would diminish or eliminate the tax advantages of the products they offer to their clients, and the effectiveness of NAIFA’s Advocacy and Political Programs in protection of the agent’s financial and career interests, as well as those of their clients they serve. Our speaker will be Terry Headley, LUTCF, LIC, FSS, president of Headley Financial Group. A member of NAIFA- Omaha, Terry was elected as NAIFA’s national president at the 2010 NAIFA Career Conference and Annual Meeting, held in September in Seattle, Washington. Terry entered the insurance business in January 1973 at age 19, and is the young- est agent ever inducted into the Principal Financial Group’s Hall of Fame. Terry is a Qualifying and Life Member of MDRT and consistent Court of the Table Quali- fier. He has held every office in NAIFA- Omaha and NAIFA-Nebraska State. He was inducted into the NAIFA-Omaha Hall of Fame and has received the NAIFA- Nebraska Distinguished Service Award. Terry served three years each as the Chair of the NAIFA Committee on Pub- lic Relations, Member of NAIFA Committee on Governance, and the Chair of the National IFAPAC Subcommittee. He was first elected to the NAIFA Board of Trustees in 2004 and re-elected in 2006, and then was elected to the position of national secretary in 2008. Additionally, he was the first Capitol Club IFAPAC Contributor ($5,000/annual) and is cur- rently the largest IFAPAC contributor in the history of the NAIFA Federation. The Nov. 16 meeting is sponsored by Wiig-Codr Underwriters. Prior to the luncheon meeting on Nov. 16, NAIFA-Omaha will hold an Orienta- tion Meeting for new and prospective members (and their mentors) from 10:30 a.m. to 11:15 a.m. at Champions Run Country Club. NAIFA-Omaha board members will conduct the meeting. They will provide attendees with information about NAIFA member benefits and helpful tips on how to build a successful career in insurance and financial services. You will find NAIFA President Terry Headley’s inauguration address on YouTube at the following link through the NAIFA website: www.naifa.org/conference/ index.html — then go to Watch Videos‚ for many of the other events in Seattle at the NAIFA conference. NAIFA President Terry Headley’s Inauguration Address Orientation Meeting for New and Prospective Members
Transcript of THE NEWSLETTER OF THE NATIONAL ASSOCIATION …naifanet.com/303528/NAIFANov2010Color.pdf ·...
THE NEWSLETTER OF THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - OMAHA • NOVEMBER 2010
EVENT DETAILSDate:
Tuesday, Nov. 16, 2010
Time:Buffet Opens 11 a.m.
Program: 11:45 a.m. to 1 p.m.
Location:Champions Run Country Club
13800 Eagle Run Drive • Omaha, NE
Speaker:
Terry Headley, LUTCF, LIC, FSS
Topic:“The Direct Connection BetweenAdvocacy and Your Bottom-Line”
Cost:NAIFA-Omaha Members – No Charge
Guests – $20
Sponsored By:
We didn’t have a winner at the October lun-cheon, so we’ve added another $25 to the jackpotand will try again on Nov. 16. ALL current NAIFA-Omaha members are eligible to win thisdrawing, which concludes our monthly mem-bership luncheon. But you must be presentto win! It’s just one more great reason to attendNAIFA-Omaha luncheons!
Cash Jackpot Up to $375!
“Advocacy and Your Bottom-Line” on Tap for Nov. 16 LuncheonThe marketplace in which you sell, the
products and services you can offer, andthe benefits and value you can provide toclients all depend on lawmakers and regu-lators. Every week of the year, decisionsare being made on both federal and statelevels that affect your ability to earn a liv-ing and impact the financial security ofyour clients.
NAIFA-Omaha members will benefitfrom our Nov. 16 program by gaining abetter understanding of the legislative andregulatory environment in which insur-ance and financial professionals operate.They will learn the significant threats thatare being proposed that would diminishor eliminate the tax advantages of theproducts they offer to their clients, andthe effectiveness of NAIFA’s Advocacy andPolitical Programs in protection of theagent’s financial and career interests, aswell as those of their clients they serve.
Our speaker will be Terry Headley,LUTCF, LIC, FSS, president of HeadleyFinancial Group. A member of NAIFA-Omaha, Terry was elected as NAIFA’snational president at the 2010 NAIFACareer Conference and Annual Meeting,held in September in Seattle, Washington.
Terry entered the insurance business inJanuary 1973 at age 19, and is the young-est agent ever inducted into the PrincipalFinancial Group’s Hall of Fame. Terry is aQualifying and Life Member of MDRTand consistent Court of the Table Quali-fier.
He has held every office in NAIFA-Omaha and NAIFA-Nebraska State. Hewas inducted into the NAIFA-OmahaHall of Fame and has received the NAIFA-Nebraska Distinguished Service Award.
Terry served three years each as theChair of the NAIFA Committee on Pub-lic Relations, Member of NAIFACommittee on Governance, and the Chair
of the National IFAPAC Subcommittee.He was first elected to the NAIFA Boardof Trustees in 2004 and re-elected in 2006,and then was elected to the position ofnational secretary in 2008. Additionally,he was the first Capitol Club IFAPACContributor ($5,000/annual) and is cur-rently the largest IFAPAC contributor inthe history of the NAIFA Federation.
The Nov. 16 meeting is sponsored byWiig-Codr Underwriters.
Prior to the luncheon meeting on Nov.16, NAIFA-Omaha will hold an Orienta-tion Meeting for new and prospectivemembers (and their mentors) from 10:30a.m. to 11:15 a.m. at Champions RunCountry Club.
NAIFA-Omaha board members willconduct the meeting. They will provideattendees with information about NAIFAmember benefits and helpful tips on howto build a successful career in insuranceand financial services.
You will find NAIFA President TerryHeadley’s inauguration address onYouTube at the following link through theNAIFA website: www.naifa.org/conference/index.html — then go to Watch Videos‚for many of the other events in Seattle atthe NAIFA conference.
NAIFA President Terry Headley’sInauguration Address
Orientation Meeting for New andProspective Members
One benefit of being a member of NAIFAis each month I can count on receiving thenational Advisor Today magazine. With eachissue I get a valuable perspective of what’sgoing on in the industry with “New Prod-ucts” (page 10 of the October issue),“Practice Specialties” (pages 12-22) and a“Product Spotlight” (pages 24-26). If you’ve read that far,I’m confident you’ve found something related to your prac-tice that can help you in one fashion or another. If you keepreading, you’re likely to find even more, as that is less thanhalf the content available.
The article I found the most interesting in October wasthe “Viewpoint” on page 8, appropriately titled “What HasNAIFA Done For Me Lately?” It is authored by the NAIFANational President, our very own Terry Headley. If you area dues-paying member and haven’t read it yet, it’s a mustread. Then you simply continue to update yourself on thefollowing pages mentioned above.
By the way, if you can’t find your copy, no problem! Youcan always view issues of Advisor Today online atwww.advisortoday.com. It’s all worth what you pay in dues,and more!
THE ADVISOR PAGE 2
A Message From NAIFA-Omaha President Mark Scott, LUTCF, FSSBenefits of Being a NAIFA Member
THE ADVISOR PAGE 3
Name Company Sponsored ByAndrew Blocher Woodmen of the World Dan LucasDebra Blodgett Farm Bureau Fincl. Svcs. Jason SmithLinda Cvilikas Physicians Mutual Mike StoryAaron Gunning AAA Life Ins. Co. Jack HawkJeff Lentsch OCI Ins. & Fincl. Svcs. Charles OlsonPhilip Lockwood Midland National LifeKimberly Lopez Physicians Mutual Mike StoryBarbara Leu Continuum Financial Rich MangiameliAnne Marquardt Physicians Mutual Doug HoopsJanna Peterson New York Life Carlo RinaldiTrevor Smith Continuum Financial Maureen Vinton
Name CompanyTodd Chaney Continuum FinancialRob Collins OCI Ins. & Fincl. Svcs.Terry Curnes Curnes Financial GroupMandy Horrocks Woodmen of the WorldJoleen Misek Financial Brokerage
If you have any questions or concerns about your membershipstatus, please contact the NAIFA-Omaha office, managed byCreative Association Management, at (402) 397-0280.
THE ADVISOR PAGE 4
NAIFA-OMAHA MEMBERSHIP UPDATEWELCOME! THE FOLLOWING NEW MEMBERS HAVE RECENTLY JOINED NAIFA
THE FOLLOWING MEMBERS HAVE RECENTLY RENEWED THEIR MEMBERSHIPS
Rich Mangiameli, NAIFA-Omaha Membership Chair, andcommittee member Tanya Patzner put together an impressivemembership drive in October. Credit is also due to agency man-agers Doug Hoops and Mike Story of Physicians Mutual andJohn Marasco of Mass Mutual for making this drive possible.The back-to-back presentations provided the membership teamwith the opportunity to speak with over 40 advisors.
The Membership team would also like to extend its grati-tude to Dan Scholz, Mike Struebing, and Nick Kelley.
Agency presentations are by far the most effective way togrow membership. Please help NAIFA-Omaha by allowing ourmembership team to present to your office. Contact RichMangiameli at (402) 321-2305 to set up a meeting today!
Welcome new members (top left to bottom right): JosephBrady, New York Life; Linda Cvilikas, Physicians Mutual; JeffLentsch, OCI Insurance & Financial Services; Barbara Leu,Mass Mutual; Kim Lopez, Physicians Mutual; and AnneMarquardt, Physicians Mutual.
Physicians Mutual, Mass Mutual Step Up To ChallengeNATIONAL MEMBERSHIP MONTH RESULTS
THE ADVISOR PAGE 5
I plan to attend the following event(s) on Tuesday, Nov. 16 (Check One or Both Events):
_____ New Member Orientation Session (Free to All Members and Guests)_____ NAIFA-Omaha Luncheon (NAIFA-Omaha Members – FREE; Guests – $20)
YOUR NAME __________________________________________________________________
YOUR GUEST(S)NAME COMPANY
__________________________________________________________________________
__________________________________________________________________________
CONFIRMATION OF ATTENDANCETUESDAY, NOV. 16 • NAIFA-OMAHA LUNCHEON
AND NEW MEMBER ORIENTATION SESSION
LOCATION: CHAMPIONS RUN COUNTRY CLUB13800 Eagle Run Drive
NEW MEMBER ORIENTATION FROM 10:30 a.m. – 11:15 a.m.BUFFET LINE OPEN 11 a.m. – 11:45 a.m.
PROGRAM FROM 11:45 a.m. – 1 p.m.
You can confirm your attendance via one of the following ways:• Complete this form and fax it to NAIFA-Omaha at 397-0283 (no cover page necessary)• Mail to NAIFA-Omaha at P.O. Box 24133, Omaha, NE 68124• Call the NAIFA-Omaha/Creative Association Management office at 397-0280.
Simply leave a voicemail message if no one is available to take your call.• Send an e-mail to the NAIFA-Omaha office at [email protected]
To confirm your attendance, please advise us by Noon on MONDAY, NOV. 15NAIFA-Omaha Members – FREE; Non-Members – $20
THE ADVISOR PAGE 6
THE ADVISOR PAGE 7
November16 Membership Luncheon
December NO Membership Luncheon in December
January20 Membership Luncheon
February15 NAIFA-Nebraska Legislative Day in Lincoln24 Awards Dinner
March15 Membership Luncheon23 NAIFA-Nebraska FREE CE Videoconferences
April21 Membership Luncheon
May11-13 NAIFA/NAHU Joint Conference
June2 Membership Luncheon20 NAIFA-Omaha Golf Classic
(Oak Hills Country Club)
Upcoming Events
THE ADVISOR PAGE 8
Here are recent reminders of NAIFA’s ad-vocacy efforts with Congress and federalregulators.
NAIFA has:• Preserved a role for agents in selling
health insurance. Original legislationin Congress this spring would haveeliminated any role for agents in thesale of health insurance.
NAIFA-Nebraska Advocacy Highlights• Defeated a Senate attempt to subject
all broker-dealers and their registeredrepresentatives to all the requirementsof the Investment Advisers Act, in-cluding fiduciary duty standards.NAIFA is now lobbying the Securi-ties Exchange Commission to avoidunfair and unnecessary imposition offiduciary standards on registered rep-resentatives.
• Defeated a Senate amendment thatwould have made financial planninga recognized profession and wouldhave subjected all financial plannersto new layers of regulation.
• Gained an exemption for all insuranceproducts and most securities productsfrom the new U.S. Bureau of Con-sumer Financial Protection.
• Prevented the U.S. Secretary ofHealth & Human Services from be-ing able to set all agent commissionson health insurance products.
• Prevented the inclusion of federalhealth insurance program in thehealth insurance reform bill that waspassed this spring and gained the au-thority for states to create their ownhealth insurance exchanges.
At the State level, NAIFA-Nebraska:• Is actively engaged with legislative
committees and the Department ofInsurance as they start to address thestate legislative and administrativechanges that will be required forimplementing health insurance ex-changes. NAIFA-NE will be a lead-ing advocate for the role of the agentand consumer choice.
• Has met with the Governor to pro-vide input on the selection of theState’s new Director of Insurance(Ann Frohman left that position at theend of October).
• Held an “insurance roundtable” dis-cussion with the Governor on Oct.26 in Omaha, providing a private au-dience just for NAIFA-NE leaders andGov. Heineman.
THE ADVISOR PAGE 9
NAIFA-Omaha HeadquartersP.O. Box 24133
Omaha, NE 68124
RETURN SERVICE REQUESTED
Photo Montage From the October NAIFA-Omaha Luncheon
Top left to right: Pat Ricketts of Vintage Financial Group; Ronald Morss of Insphere Insurance Solutions; Mark Scott of Heritage Financial Group; CarloRinaldi of New York Life; Mike Miller of OCI Insurance & Financial Services; Guest Speaker Mark Wehner; Dave Koll of Mutual of Omaha; Brent Solbergof State Farm. Bottom: Guest Speaker Mark Wehner; Tim Simmons of McGill, Rediger & Simmons LLC; Lisa Skinner of Brokerage Services/Transamerica;Bob Nelson of Grace/Mayer Insurance; Marde Pribil of Portamedic, Sherry Leriger of Farm Bureau; Susan Hilton of Harry A. Koch Company.
