NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS NAIFA NEBRASKA HEARTLAND Advocate, Educate, Legislate & Motivate The President’s Message April 2014 Board of Directors Dave Skutnik, President Jeb Brant, Past President Matt Green, President Elect Kristy Cavanaugh, Secretary/Treasurer Anita Speece, National Committeewoman Ty Benton JJ Green Michael Hutchinson Tom Reisdorph Patti Wissing Dan Yost Inside this issue: Birthdays/Anniversaries 2 Calendar of Events 3 Legislative Update 4 Legislative Day Photos 5 In the News 6 Forum Pictures 7 Registration Form for 4-25-14 8 Code of Ethics 9 Vision & Mission Statement 10 Membership 11 IFAPAC Contribution Form 12 Corporate Sponsors 13 Board of Directors 14 Dave Skutnik, President Wow! March Madness hits NE NAIFA! Legislative Day was jam packed with the governor, state senators, advocacy speakers, being introduced on the floor during a Legislative session and lots of NAIFA members. If you could not attend mark your calendar for next year. The State Forum followed with a ramped up schedule of events. There were NAIFA members from across the nation, Insurance Industry CEO’s, MDRT Speakers, The LIFE Foundation Chair, and High Powered Breakout Sessions. The eight Nebraska Candidates for the US Senate provided their vision for Nebraskan’s under their leadership if elected. Our own JJ Green took the podium with a powerful endorsement of NAIFA, recognizing those that came before us. You could not help but come away with money-making ideas picked up from other members or even some of the vendors that gave away everything from bottled water (a big hit) to fresh from the oven chocolate chip cookies along with their strategies for our success. Finally, it was personally rewarding to walk among the long-time advocate members like Terry Headley, our State Board Members and others I have become acquainted with over the last 30 years. Their genuine passion for NAIFA makes my buying decision easy every year when I renew my NAIFA membership and increase my IFAPAC and NAIFA Foundation contributions! I would like to recognize Patti Wissing for her role in organizing and represent- ing NAIFA at the Adams County Health Fair. It’s a great event and, except for a 2 hour shift by Dan Yost and myself, Patti was there for two days. Thank you Patti! You should also know your Heartland board is working hard and attracting national attention. 5 of your board members graduated from the 2013 National Online Leadership Academy sponsored by NAIFA. Each member spent additional time on their own studying 8 sessions, completing the end-of-session evaluations and a final evaluation based on their position within the Heartland Board. Only 17 Nebraskan’s completed the coursework. Thank you for your commitment to our chapter. Ballots have been emailed to everyone for this year’s election of officers and board. Please vote by email, fax or mail between now and our April meeting. We need everyone’s support as a voting member of our chapter or as a candidate. Also please plan to attend our April Awards Luncheon. It promises to be a special day for NAIFA Heartland.
Transcript
NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS
NAIFA NEBRASKA HEARTLAND
Advocate, Educate, Legislate & Motivate
The President’s Message
April 2014
Board of Directors
Dave Skutnik, President
Jeb Brant, Past President
Matt Green, President
Elect
Kristy Cavanaugh,
Secretary/Treasurer
Anita Speece, National
Committeewoman
Ty Benton
JJ Green
Michael Hutchinson
Tom Reisdorph
Patti Wissing
Dan Yost
Inside this issue:
Birthdays/Anniversaries 2
Calendar of Events 3
Legislative Update 4
Legislative Day Photos 5
In the News 6
Forum Pictures 7
Registration Form for 4-25-14 8
Code of Ethics 9
Vision & Mission Statement 10
Membership 11
IFAPAC Contribution Form 12
Corporate Sponsors 13
Board of Directors 14
Dave Skutnik, President
Wow! March Madness hits NE NAIFA! Legislative Day was jam packed with the
governor, state senators, advocacy speakers, being introduced on the floor
during a Legislative session and lots of NAIFA members. If you could not
attend mark your calendar for next year.
The State Forum followed with a ramped up schedule of events. There were
NAIFA members from across the nation, Insurance Industry CEO’s, MDRT
Speakers, The LIFE Foundation Chair, and High Powered Breakout Sessions.
The eight Nebraska Candidates for the US Senate provided their vision for
Nebraskan’s under their leadership if elected. Our own JJ Green took the
podium with a powerful endorsement of NAIFA, recognizing those that came
before us. You could not help but come away with money-making ideas picked
up from other members or even some of the vendors that gave away everything
from bottled water (a big hit) to fresh from the oven chocolate chip cookies
along with their strategies for our success.
Finally, it was personally rewarding to walk among the long-time advocate
members like Terry Headley, our State Board Members and others I have
become acquainted with over the last 30 years. Their genuine passion for
NAIFA makes my buying decision easy every year when I renew my NAIFA
membership and increase my IFAPAC and NAIFA Foundation contributions!
I would like to recognize Patti Wissing for her role in organizing and represent-
ing NAIFA at the Adams County Health Fair. It’s a great event and, except for a
2 hour shift by Dan Yost and myself, Patti was there for two days. Thank you
Patti!
You should also know your Heartland board is working hard and attracting
national attention. 5 of your board members graduated from the 2013 National
Online Leadership Academy sponsored by NAIFA. Each member spent
additional time on their own studying 8 sessions, completing the end-of-session
evaluations and a final evaluation based on their position within the Heartland
Board. Only 17 Nebraskan’s completed the coursework. Thank you for your
commitment to our chapter.
Ballots have been emailed to everyone for this year’s election of officers and
board. Please vote by email, fax or mail between now and our April meeting.
We need everyone’s support as a voting member of our chapter or as a
candidate. Also please plan to attend our April Awards Luncheon. It promises
to be a special day for NAIFA Heartland.
MILESTONES
HAPPY MAY BIRTHDAYS
Page 2
HAPPY MAY ANNIVERSARIES
Kathie Green (JJ’s Wife) 5-5
Sheri Hack (Monte’s Wife) 5-12
Brenda Strand (Tom’s Wife) 5-15
Marty DeMuth 5-18
Sally Hoos (Paul’s Wife) 5-19
Jane Anania (Todd’s Wife) 5-22
Jeff Vinson 5-24
Patty Widga (Sydney’s Wife) 5-28
Allen Sjuts 5-30
Tim and Catherine O’Connor 5-1
Scott and Lora Norlen 5-9
Crystal and Craig Wall 5-10
Randy and Julie Rhodes 5-14
Laura and Greg Schneider 5-23
Tom and Sheryl Mortimer 5-29
Terry and Marlene Regan 5-30
HEARTLAND NAIFA 2013-2014 MEETING CALENDAR
4-25-14 Annual Awards Luncheon at Riverside Country Club in Grand Island
5-14-14 Continuing Education at College Park—This is a change from the usual March date!! (3 hours Ethics, Nick DeSon from CalSurance and 3 hours Charitable Giving from Jim Gustafson at the Nebraska Community Foundation.)
8-21-14 NAIFA Nebraska Heartland Golf Tournament—Southern Hills Golf Course in Hastings, Nebraska. 1:00 start time. More information to follow.
We sincerely hope all of you will attend as
many meetings as possible. We will strive to
have the best meetings and speakers
possible.
Page 3
LEGISLATIVE UPDATE
Page 4
JJ Green
Welcome to NAIFA's 2014 Congressional Conference!
In April, 2013, over 1,000 NAIFA members from every corner of the country came to Washington, DC and took to Capitol Hill to meet with lawmakers and advise them on how their decisions affect agents, brokers, and their clients.
On May 20th-21st, 2014, NAIFA will be holding its 2014 Congressional Conference with a similar goal - to establish and cultivate relationships with lawmakers, to share the expertise of NAIFA members, and educate them on the value of life insurance, annuities, retirement savings, and employee benefits for 75 million American families.
Must receive this registration form or reply by April 18!!
Hope to see you ALL there!
CODE OF ETHICS
Page 9
PREAMBLE: Helping my clients protect their assets and establish financial security, independence and eco-nomic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and profes-sionalism throughout my career as an insurance and financial professional. With these principles as a foun-dation, I freely accept the following obligations:
To help maintain my clients’ confidences and pro-tect their right to privacy. To work diligently to satisfy the needs of my clients. To present, accurately and honestly, all facts essen-tial to my clients’ financial decisions. To render timely and proper service to my clients and ultimately their beneficiaries. To continually enhance professionalism by develop-ing my skills and increasing my knowledge through ed-ucation. To obey the letter and spirit of all laws and regula-tions which govern my profession. To conduct all business dealings in a manner which would reflect favorably on NAIFA and my profession. To cooperate with others whose services best pro-mote the interests of my clients. To protect the financial interests of my clients, their financial products and my profession, through political advocacy.
The Vision and Mission of NAIFA
Page 8
Vision Statement:
The National Association of Insurance and
Financial Advisors protects and promotes the
critical role of insurance in a sound financial plan
and the essential role provided by our professional
agents and advisors.
Mission Statement:
The mission of the National Association of
Insurance and Financial Advisors is to advocate for
a positive legislative and regulatory environment,
enhance business and professional skills, and
promote the ethical conduct of our members.
HEARTLAND NAIFA MEMBERS
Page 11
Todd Anania, Kevin Armstrong, Ginger Arvizo, Judy Barnes,
Ty Benton, Duane Biede, Paul Bowman, Jeb Brant,
Brad Carlson, Barry Carlson, Nate Casey, Kristy Cavanaugh,
Vincent Christensen, Jamie Cole, Clancy Cunningham, Kent Daws,
Martin Demuth, Dick Evers, Mike Fergen, Matt Geiser,
Sean Gellatly, J.J. Green, Matt Green, Monte Hack,
Shannon Hannappel, John Haynes, Steve Heath, Paul Hoos,
Loren Huber, Rodney Hunt, Lisa Huismann, Michael Hutchinson,
Jeremy Jensen, Kris Jerke, Holly Johnson, Steve Johnson,
Rocky Kershaw, Kent Koch, Cheryl Kosmicki, Jerry Kuhlmann,
Tony Larsen, Cory Lenners, Craig Marmie, Erin Marick,
Dennis McCarty, Joshua Meier, Julie Meier, James Meyer,
Lee Mohr, Thomas Mortimer, Scott Norlen, Tim O’Connor,
John Posey, Terry Regan, Tom Reisdorph, Randy Rhodes,
Joni Rodabaugh, Stacey Rust, Steve Ryan, Bill Sabatka,
Melisa Salter, Greg Sanchez, Mary Santin, Kay Sawyer,
Kyle Sawyers, Larry Schanaman, Laura Schneider,
Adam Schwoerer, Ronald Shullaw, Allen Sjuts, Dave Skutnik,
Jon Smith, Don South, Anita Speece, Randy Spiehs,
Ken Steinbeck, Tom Strand, Jeffrey Swanson, Mike Theis,
Jeff Vinson, Diane Volden, Crystal Wall, Sydney Widga,
Patti Wissing, Denise Wray, Dan Yost, Denise Zabka.
IFAPAC contributor names are in blue
87
MEMBERS
STRONG
Three Easy Ways to Contribute to IFAPAC
Name ____________________________________________ __________NAIFA Member # __________________
Company _______________________________________________________________________________________
City _____________________________________________State ___________________ Zip ___________________
❏❏ I would like to make my contribution in one annual amount:
❏❏ Enclosed is my personal check for $_______________
❏❏ Please charge my personal (circle one) q Visa q MasterCard q American Express q Discover
Account # _________________________________________ Exp. Date _______________ Security Code __________
For a single, annual amount $ ________________ Signature ___________________________________________________ (PLEASE NOTE: WE CANNOT CHARGE CREDIT CARDS MONTHLY)
MONTHLY BANK DRAFT AUTHORIZATION
❏❏ I currently give on bank draft at $_________ a month. Please increase my monthly contribution to $_________ per
❏❏ I would like to enroll in the monthly bank draft plan. Enclosed is my check for the first month’s payment. I have
completed the information requested below.
I hereby authorize IFAPAC to withdraw from my account the amount specified below every month. This authorization will remain in effect until re-
voked by me in writing and, until IFAPAC receives such notice, I agree that IFAPAC shall be fully protected in honoring such withdrawals. In consider-ation of IFAPAC’s compliance with such request and authorization, I agree that IFAPAC’s treatment of each such check and IFAPAC’s rights in re-spect to it, shall be the same as if it were signed personally by me and that if any such check be dishonored, IFAPAC shall be under no liability whatso-
ever even though such dishonor results in the forfeiture of IFAPAC membership.
WHEN SIGNING UP FOR BANK DRAFT, REMEMBER TO ENCLOSE A VOIDED CHECK
Return form & contributions (or voided check) to: IFAPAC; 2901 Telestar Court; Falls Church, VA 22042-1205 or
fax bank draft application with voided check or credit card contribution to 703-770-8151. Contribute online at
www.naifa.org/ifapac.
Contributions to IFAPAC are voluntary and contributed to candidates for elective office. Your contributions will be divided between your state association IFAPAC and IFAPAC National, if you have directed NAIFA to do so (see reverse side). You can contribute more or less than the suggested amount. The amount contributed will not benefit or disadvantage you in any way. You have the right to refuse to contribute without reprisal. Corporate contributions to IFAPAC’s political fund are prohibited. Contributions to IFAPAC are not deductible for federal income
tax purposes.
CLUB TYPE ANNUAL CONTRIBUTION MONTHLY BANK DRAFT
Capitol $5,000 $416.00/month
Emissary $2,500 to $4,999 $210.00/month
Diplomat $1,000 to $2,499 $84.00/month
Envoy $500 to $999 $42.00/month
Statesman $300 to $499 $25.00/month
Ambassador $200 to $299 $17.00/month
Century $100 to $199 $8.50/month
Investor $50 to $99 $5.00/month (minimum for bank draft)
THANK YOU TO OUR CORPORATE SPONSORS
Click on the logo to access the sponsor’s web page
![[Nahu] - An wa3ul 'Irab (arabic)](https://static.documents.pub/doc/80x56/549a225eac7959132e8b5af1/nahu-an-wa3ul-irab-arabic.jpg)
