THE NEWSLETTER OF THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - OMAHA • JULY 2008 MEETING DETAILS Date: Thursday, July 17, 2008 Time: Buffet Line Open - 11 a.m. to 11:45 a.m. Program - 11:45 a.m. to 1 p.m. Speaker: John Davidson, LUTCF, FSS NAIFA President 2006-07 Topic: Planning to Succeed Location: Champions Run Country Club 13800 Eagle Run Dr. • Omaha, NE Cost: Members – No Charge Non-Members – $15 Payable at the Door Sponsors: July 17 Luncheon Meeting Features Former NAIFA President Wells Real Estate Funds Prior to the luncheon meeting on July 17, NAIFA-Omaha will hold another spe- cial pre-meeting from 10:30–11 a.m. at Champions Run Country Club. The meeting is designed for new NAIFA mem- bers — but all members and guests are welcome to attend! 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. To register, see the insert page included in this issue of The Advisor. Take advan- tage of this great membership benefit! Member Benefit: Pre-Meeting Session For New Members Cash Jackpot Up to $50 We didn’t have a winner at the May luncheon, so we’ve added another $25 to the pot and will try again on July 17. ALL current NAIFA-Omaha members are eligible to win this drawing, which concludes our monthly membership luncheon. But you must be present to win! It’s just one more great reason to attend NAIFA- Omaha luncheons! Join us for our sum- mer luncheon on July 17, and you will hear it “straight from the top” with a special presenta- tion from NAIFA’s immediate past presi- dent, John Davidson LUTCF, FSS. John’s presentation — “Planning to Suc- ceed” — will provide some suggestions on how to achieve greater success in the finan- cial services industry while maintaining balance in your life. You’ll hear valuable tips on how to better focus your efforts and in- crease your effective work time. John also will bring us up to date on the current legis- lative climate in Washington and review some of the things NAIFA is doing to pro- tect the interests of you and your clients. John has been active in Association lead- ership for over 25 years and is a past president of NAIFA-San Fernando Valley and NAIFA-California. He was first elected to the NAIFA Board of Trustees in 2001. He began his insurance career in 1981 and is a Qualifying and Life member of MDRT (Court of the Table), having qualified for Round Table every year that he has been in the business. As NAIFA Trustee, John served on the Transformation Task Force, Member Ben- efits Education Sub-Committee, Leadership Development Program, and the Convention Planning Committee. John also served as Trustee Liaison to The Association of Health Insurance Advisors (AHIA) and the Na- tional Membership Committee. The implementation of NAIFA 21 was a primary focus of John’s presidency. Very active in the political arena, John has been an agent/advisor for a number of in- fluential politicians, including U.S. Congressman Elton Gallegly and Ken Maddox, former vice-chair of the Califor- nia Assembly Insurance Committee. John was also responsible for coordinating the two largest “Day on the Hill” events in NAIFA’s history, leading over 1,000 NAIFA mem- bers to Capitol Hill in 2005 and 1,200 in 2007. Be sure to attend this special summer meeting to hear what NAIFA is doing for YOU! If you know of any non-members who have been thinking about joining NAIFA, be sure to bring them along! Please see the CONFIRMATION OF ATTEN- DANCE insert page for information on how to RSVP. The meeting will be co-sponsored by McGill, Rediger & Simmons, LLC and Wells Real Estate Funds. Davidson
Transcript
THE NEWSLETTER OF THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - OMAHA • JULY 2008
MEETING DETAILSDate:
Thursday, July 17, 2008
Time:Buffet Line Open - 11 a.m. to 11:45 a.m.
Program - 11:45 a.m. to 1 p.m.
Speaker:John Davidson, LUTCF, FSSNAIFA President 2006-07
Topic:Planning to Succeed
Location:Champions Run Country Club
13800 Eagle Run Dr. • Omaha, NE
Cost:Members – No Charge
Non-Members – $15 Payable at the Door
Sponsors:
July 17 Luncheon Meeting Features Former NAIFA President
Wells Real Estate Funds
Prior to the luncheon meeting on July17, NAIFA-Omaha will hold another spe-cial pre-meeting from 10:30–11 a.m. atChampions Run Country Club. Themeeting is designed for new NAIFA mem-bers — but all members and guests arewelcome to attend!
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.
To register, see the insert page includedin this issue of The Advisor. Take advan-tage of this great membership benefit!
Member Benefit:Pre-Meeting Session
For New Members
Cash Jackpot Up to $50We didn’t have a winner at the May luncheon, sowe’ve added another $25 to the pot and will tryagain on July 17. ALL current NAIFA-Omahamembers are eligible to win this drawing,which concludes our monthly membershipluncheon. But you must be present to win! It’sjust one more great reason to attend NAIFA-Omaha luncheons!
Join us for our sum-mer luncheon on July17, and you will hear it“straight from the top”with a special presenta-tion from NAIFA’simmediate past presi-dent, John DavidsonLUTCF, FSS.
John’s presentation — “Planning to Suc-ceed” — will provide some suggestions onhow to achieve greater success in the finan-cial services industry while maintainingbalance in your life. You’ll hear valuable tipson how to better focus your efforts and in-crease your effective work time. John alsowill bring us up to date on the current legis-lative climate in Washington and reviewsome of the things NAIFA is doing to pro-tect the interests of you and your clients.
John has been active in Association lead-ership for over 25 years and is a past presidentof NAIFA-San Fernando Valley andNAIFA-California. He was first elected tothe NAIFA Board of Trustees in 2001. Hebegan his insurance career in 1981 and is aQualifying and Life member of MDRT(Court of the Table), having qualified forRound Table every year that he has been inthe business.
As NAIFA Trustee, John served on theTransformation Task Force, Member Ben-efits Education Sub-Committee, LeadershipDevelopment Program, and the ConventionPlanning Committee. John also served asTrustee Liaison to The Association of HealthInsurance Advisors (AHIA) and the Na-tional Membership Committee. Theimplementation of NAIFA 21 was a primaryfocus of John’s presidency.
Very active in the political arena, John hasbeen an agent/advisor for a number of in-fluential politicians, including U.S.Congressman Elton Gallegly and Ken
Maddox, former vice-chair of the Califor-nia Assembly Insurance Committee. Johnwas also responsible for coordinating the twolargest “Day on the Hill” events in NAIFA’shistory, leading over 1,000 NAIFA mem-bers to Capitol Hill in 2005 and 1,200 in2007.
Be sure to attend this special summermeeting to hear what NAIFA is doing for
YOU! If you know of any non-memberswho have been thinking about joiningNAIFA, be sure to bring them along! Pleasesee the CONFIRMATION OF ATTEN-DANCE insert page for information on howto RSVP.
The meeting will be co-sponsored byMcGill, Rediger & Simmons, LLC andWells Real Estate Funds.
Davidson
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A Message From NAIFA-Omaha President Preston Speece, LUTCF
We’re 99 and Counting
As we begin this, our Local Association’s 99th year, I couldn’t be more excited and proud to be at the
leadership helm. As an organization we owe a debt of gratitude to Doug Pikop for the leadership he
provided as president in 2007-2008. Doug was one of the most organized leaders I have ever been
around and he did a great job of not only assembling a very talented Board of Directors — but also
making certain they were plugged into roles that reflected their talents. Thanks again to Doug for his great work this past year!
That’s right, this is NAIFA-Omaha’s 99th year and boy, we are riding a wave of momentum! Speaking of wave — don’t
forget to register for the upcoming NAIFA National Convention and Career Conference scheduled for Sept. 6-10 in beautiful
San Diego. The title for the convention is “Catch the NAIFA Wave” and it is jam-packed with some great events and sessions.
Also, it would be great for NAIFA-Omaha to have a strong showing of support for our own Terry Headley as he campaigns
for NAIFA Secretary!
Our next luncheon meeting is scheduled for July 17 at Champion’s Run Country Club. You won’t want to miss our speaker,
John Davidson. John is the immediate past president of NAIFA and he will share a very strong message and sales ideas to grow
your practice. We have great programs lined up for this year as well as a local membership that added 135 new members this
past year! Thanks to Mark Scott, his membership team, and all of you for helping our organization grow.
In conclusion, I want to welcome our newest board members. Joining us this year to serve three-year terms are Carlo
Rinaldi, Paula Harris, Lisa Skinner and Jim Codr. We are fortunate to have such a talented lineup of future leaders.
Again, I look forward to serving as your president this year!
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For the THURSDAY, JULY 17NAIFA-Omaha Luncheon and New Member Orientation Session
Location: Champions Run Club, 13800 Eagle Run Dr.
NEW MEMBER ORIENTATION – 10:30 a.m. to 11 a.m.BUFFET LINE OPEN – 11 a.m. to 11:45 a.m.
PROGRAM FROM – 11:45 a.m. to 1 p.m.
To confirm your attendance, please advise us no later than5 p.m. on TUESDAY, JULY 15.
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]
NAIFA-Omaha Members – FREE; Non-Members – $15
I Plan to Attend the Following Event(s) on Thursday, July 15 (Check One or Both Events):___ NAIFA-Omaha Luncheon (NAIFA-Omaha Members – FREE; Guests – $15)___ New Member Orientation (Free to All Members and Guests) • 10:30 a.m. to 11 a.m.
YOUR NAME _______________________________________________________________
& Career Conference in San Diego, CA16 Membership Luncheon
October16 Membership Luncheon21 NAIFA-Nebraska FREE CE Videoconferences
November18 Membership Luncheon
DecemberNO Membership Luncheon in December
NAIFA-Omaha is pleased to announce the following programs and activities for the 2008-09 year. Please note thesetentative dates on your calendar, and watch future issues of The Advisor for more information!
January15 Membership Luncheon
February12 Awards Dinner
(Note: This is being planned as a dinner event.)
March19 Membership Luncheon
April16 Membership Luncheon
May8 Membership Luncheon and Golf Classic
(location TBA)
All luncheon meetings will be at Champions Run Country Club, 13800 Eagle Run Drive.Watch for more information on these and other events coming soon!
THE ADVISOR PAGE 6
Name Company Sponsored ByRoger Ballmer Headley/Scott Terry Headley
& Assoc.Pat Bourne BlueCross Mike Polacek
BlueShield of NEMark Brungardt Heritage Financial Svcs. Preston SpeeceLinn Christensen Benefit Plans, Inc. Doug GilbertVern Creamer Lifetime Financial GroupBrian Crockett Sun Life FinancialBrent DeGroot World Ins. Co.
DistributorsTim Dreher Mutual of Omaha Kevin PearceKyle Fuchtman Northwestern Mutual Mike TewsMark King North Central DICorby Mitchell Northwestern Mutual Mike TewsRyan Miles American National Ins. Joe MillerPat Ricketts Vintage Financial Group Kirsten RickettsMike Shults Northwestern Mutual Mike TewsSusan Tobin Brokerage Services Lisa SkinnerDavid West Northwestern Mutual Mike TewsBrian Wiese Northwestern Mutual Mike Tews
Name CompanyMichael Baber Farm BureauDoug Blasing Farmers Ins. Grp.James Blue Encore Financial ServicesJeff Breeling Central Financial ServicesAaron Brondum Thrivent Financial For LutheransShelley Buchholz sbi InsuranceTami Burke Burke & AssociatesJeff Chisham State FarmCheryl Clausen Measured Success, Inc.Bill Coutts WJC Financial GroupJason Crowley Farmers Insurance GroupRick Dhabalt DC Retirement StrategiesJoe Dierks Northwestern MutualAllen Frisbie McGowan InsuranceJim Guynan Financial BrokerageBob Hall Mutual of OmahaJustin Haynes Centerpoint Financial GroupSusan Hilton Harry A. Koch Co.Peter Hines Shelter InsuranceKatrina Hjermstad Shelter InsuranceColin Hogan Wiig-Codr UnderwritersChad Horsham New York Life
THE ADVISOR
NAIFA-OMAHA NEW AND RENEWING MEMBERS
WELCOME! THE FOLLOWING NEW MEMBERS HAVE RECENTLY JOINED NAIFA
PAGE 7
THE FOLLOWING MEMBERS HAVE RECENTLY RENEWED THEIR MEMBERSHIPS
We’re anxiously awaiting the final membership results from NAIFA National for the 2007-08 year, and our membership commit-tee believes we are very close to having achieved our membership goals for the year Final numbers will be announced at the July17 membership luncheon. Many thanks to membership chairman Mark Scott and everyone who helped us recruit and retainmembers this past year!
Name CompanyCorbin Lambert Continuum FinancialNate Larsen John HancockMatt Lewis Mutual of OmahaMarlene Lund Lund InsuranceMark Lyons Mutual of OmahaNeil McGreevy Neil McGreevy Ins.Jay Meneely Lifetime Financial GroupBruce Miller National InvestorsLoretta Mills Lifetime Financial GroupTodd Noecker Farm BureauMark Olsen Farm BureauRyan Olson Thrivent Financial For LutheransJohn Owens American FamilySusan Owens RTD Ins. & Financial ServicesCraig Reiser Mutual of OmahaCurt Richards Thrivent Fincl. For LutheransGreta Ritchie State FarmConnie Schleich-Williams Mutual of OmahaMark Scott Headley/Scott & Assoc.Tim Simmons, Jr. McGill, Rediger & SimmonsSteve Stoller Thrivent Financial For LutheransKen Summerfield American FamilyKirk Swartzbaugh Swartzbaugh-Farber & Assoc.Terry Taege Thrivent Financial for LutheransKim Thomas Prudential FinancialSeth Tracy Northwestern MutualTim Travis Life InvestorsChad Troester Mutual of OmahaJustin Trowbridge QA3 Financial Corp.Bob Vacanti American FamilyRuss VanBelle Jefferson Pilot SecuritiesJanet VoelkerDick Wollman Horace Mann Ins.Manfred Wunderlich Wunderlich Financial ServicesJeff Zacharia Insurevest Financial Group
Just a reminder — if you have a May 1 renewal date and havenot yet renewed, your membership renewal is now past dueand your membership officially lapsed on July 1. If you haveany questions or concerns about your membership status, pleasecontact the NAIFA-Omaha office, managed by Creative Asso-ciation Management, at (402) 397-0280. Your membership isimportant to us — and we want to hear from you!
THE ADVISOR PAGE 8
Sadly, most Americans have been touched by cancer. Familymembers, friends, or co-workers have heard the words, “Youhave cancer.”
Former Omaha business leader Herman Cain will appear inOmaha on behalf of the American Cancer Society Cancer Ac-tion Network (ACS CAN) on Saturday evening, July 12 at theOmaha Country Club. ACS CAN is the nonprofit nonparti-san sister advocacy organization of the American Cancer Society.ACS CAN works to encourage lawmakers, candidates, and gov-ernment officials to support laws and policies that will makecancer a top national priority.
At the July 12 event, Herman Cain will share his personalexperience with Stage IV colon cancer and navigation of thehealthcare system.
For ticket information go to http://action.acscan.org/site/PageServer?pagename=ActionCenter_NE.
Community Service Spotlight
The official activities of NAIFA and its state and localassociations shall not be used as a forum or means for indi-vidual members to actively or directly recruit other membersto their companies or agencies (i.e., proselytizing).
Association time and resources must focus on NAIFA’smission to advocate for a positive legislative and regulatoryenvironment, enhance business and professional skills, andpromote the ethical conduct of our members. Proselytizingis not consistent with this mission and is not appropriateassociation business.
This policy shall not be construed to interfere with anindividual member’s freedom to recruit others on their owntime, in connection with their own business affairs, apartfrom association activities. This policy also shall not be con-strued to preclude company or agency advertising, exhibits,or sponsorships in connection with association publicationsor activities.
NAIFA Policy on Recruitingand Association Activities
THE ADVISOR PAGE 9
NAIFA Mission StatementTo improve the business environment, enhance the professionalskills, and promote the ethical conduct of agents and othersengaged in insurance and related financial services who assistthe public in achieving financial security and independence.
Code of EthicsPreamble:Those engaged in offering insurance and other related finan-cial services occupy the unique position of liaison between thepurchasers and the suppliers of insurance and closely relatedfinancial products. Inherent in this role is the combination ofprofessional duty to the client and to the company, as well.Ethical balance is required to avoid any conflict between thesetwo obligations. Therefore,
I Believe It To Be My Responsibility:• To hold my profession in high esteem and strive to enhance
its prestige.• To fulfill the needs of my clients to the best of my ability.• To maintain my clients’ confidences.• To render exemplary service to my clients and their
beneficiaries.• To adhere to professional standards of conduct in helping
my clients to protect insurable obligations and attain theirfinancial security objectives.
• To present accurately and honestly all facts essential to myclients’ decisions.
• To perfect my skills and increase my knowledge throughcontinuing education.
• To conduct my business in such a way that my examplemight help raise the professional standards of those in myprofession.
• To keep informed with respect to applicable laws andregulations and to observe them in the practice of myprofession.
• To cooperate with others whose services are constructivelyrelated to meeting the needs of my clients.
Mission Statement and Code of Ethics
Name ________________________________________________________________________________________
Company _____________________________________________________________________________________
__ I am a current NAIFA member! (Annual Dues $115)__ I am not a current NAIFA member! (Annual Dues $525)__ I have enclosed a check__ Please include my AHIA dues on my NAIFA bankdraft (for current NAIFA members only) – signature required
Mail Completed Form to: AHIA Dues • PO Box 758912 • Baltimore, MD 21275-8912OR Join Online at www.ahia.net • Fax to: (703) 770-8201
For more information call (703) 770-8200 or email [email protected].
In the evolution of every society, thepeople come to an impasse: a defining mo-ment. A time when a critical issue of theday must be solved. And how that societysolves that problem defines its people. Wehave reached such a point today.
The issue, of course, is the delivery ofhealth care to all Americans. We are at acrossroads in the debate, with some point-ing to a bigger role for government andothers locked in the mire and confusionof the status quo. But some, like NAIFA’sadvocate for health and employee benefits– AHIA (association of Health InsuranceAdvisors) – has been busy detailing sophis-ticated plans to fix America’s health caresystem, by building on its strengths andcorrecting its problems. To view Rx forHealth Care – The Advisors’ Perspective,visit the Advocacy Principles section ofwww.ahia.net.
We, as agents and advisors, are singu-larly qualified to address this problem. No
The Health Care Crisis: A Defining Momentother group can intimately identify withthe lament of the consumer whose pre-miums have risen yet again, whilesimultaneously understanding the reason-able necessity for companies to raise ratesto insure risk. We are in the middle, be-tween the consumer and the company, andwe owe it to both to use this perspectiveto solve the crisis.
What can one agent do alone? Notmuch. But thousands of individual agentsand advisors, banding together under theAHIA banner, can promote favorable stateand federal policy, address consumergroups nationwide, testify before Con-gress, provide the media with information,and much more. Individual agents takeone step first, on their own. They fill outan application to become a member ofAHIA.
Through membership in AHIA, youhave the advantage of increased partici-pation in the legislative process, a better
understanding of healthissues, and a means to become an evengreater asset to your clients and prospects.If you sell major medical, disability incomeprotection, long-term care, critical illness,or Medigap, you need to be a member.And your industry needs you.
Here we find ourselves at a defining mo-ment for our nation, and our industry isat the center of the debate. If we can’t bandtogether to find a solution, who will? Willthe doctors decide for us? Or the lawyers?Do they have more foresight than we do?
With the health insurance industry un-der intense scrutiny, we ALL need tobecome members. Are YOU an AHIAmember?
If not, complete the application below,visit www.ahia.net or call (703) 770-8200for more information on how you canenjoy the many benefits of AHIA mem-bership.
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JOIN AHIA – NAIFA HEALTH & EMPLOYEE BENEFITS
THE ADVISOR PAGE 11
Officers:
PresidentPreston Speece LUTCF
Heritage Financial Services558-6860
President-ElectCharles Olson LUTCF
OCI Insurance & Financial Services330-8700
Secretary/TreasurerMark Scott LUTCF, FSS
Headley/Scott & Associates763-9000
National CommitteemanBob Rensing LUTCF
American Family330-1560
Immediate Past PresidentDoug Pikop FIC, LUTCF
Thrivent Financial for Lutherans496-0909
Executive Vice PresidentJoe Pittman
Creative Association Management397-0280
Directors:
Kevin Baumberger LUTCFNew York Life
496-6400
Curt ChristensenNew York Life
496-6421
Jim CodrWiig-Codr Underwriters
498-8000
Brian Gross CWPPQA3 Financial Group
393-5900
Kevin Pearce LUTCF, FSSPearce Financial Services
399-9300
Carlo Rinaldi LUTCFNew York Life
496-6400
Lisa SkinnerTransamerica Brokerage Services
(888) 334-0526
Vince VigneriFarm Bureau Financial Services
502-6877
Congratulations to Mark Scott, LUTCF, FSS, who has been elected NAIFA-Omaha Secretary/Treasurer for 2008-09, and also to Jim Codr, Paula Harris,Carlo Rinaldi, and Lisa Skinner, who have been elected to serve three-year termson the Board of Directors.
Following is a listing of your Board of Directors for 2008-09 – please do nothesitate to contact us if we can be of service!
NAIFA-Omaha 2008-09 Board of DirectorsThe 2008 NAIFA Convention and Career
Conference on Sept. 6-10 promises to be a spe-cial event.
Convention Welcome Party and ShowSaturday night, every registered attendee is
invited to NAIFA’s own Southern Californiabeach party featuring the legendary band PapaDoo Run Run. They’ll deliver the classic beachparty sound for all to enjoy. This event is com-plimentary for registered attendees.
realLIFEstories Gala Award BanquetOn Sunday night of the convention, LIFE
and Newsweek magazine once again team upto share stories that exemplify the power of thisindustry and why you choose to be an insur-ance advisor. You will meet the clients whobenefited from the products you sell and youwill meet the advisors who served them so well.This is a ticketed event.
Spouse/Guest BreakfastEspecially for registered spouses and guests,
NAIFA hosts the Monday morning Spouse/Guest Breakfast. Attendance is free for regis-tered spouses and guests. Regular attendees canpurchase an advance ticket. LaDonna Gatlinis the featured presenter — the sister of the leg-endary Gatlin Brothers.
Independent Advisor Networking DinnerMonday night of the convention is tradi-
tionally Company Dinner Night. As many as20 different companies host dinners especiallyfor their advisors. New in 2008, the NAIFAConvention and Career Conference has addedthe Independent Advisor Networking Dinner.Independent advisors enjoy the opportunity tojoin their fellow advisors for a casual dinnerand social event. Advance tickets required.
John Newton Russell Memorial AwardDinner and Show
There is no higher honor in this industrythan the John Newton Russell MemorialAward. Tuesday night of the convention is setaside to honor and pay tribute to the 2008 re-cipient, Allan G. Hancock, CLU, ChFC, AEP.Reserve your tickets to be on hand for this spe-cial salute. And following the festivities, enjoythe performance of Michael and Amy. Thesetwo talented musicians deliver an eclectic mixof music and humor.
To register or find out more about all of the2008 NAIFA Convention and Career Con-ference events, go to www.naifa.org/convention.
2008 Convention and CareerConference Special Events Set
