MARCH 2016 | VOLUME 88 | NO. 7 A publication of the National Association of Insurance and Financial Advisors – Dallas connections that count IN THIS ISSUE: 5 | 2016 NAIFA-Dallas Programs 6 | 2015-16 President’s Cabinet 7 | Gain, Retain, and Regain Clients Using Social Media 8 | NAIFA Member Benefits 9 | Race for Success Sponsorships 10 | NAIFA-Texas Conference Report 12 | IFAPAC’s 50th Anniversary 13 | NAIFA Advisors Political Involvement Committee 14 | Lunch ’n Learn – 4/12/16 Transitions Moving Through the Healthcare Maze www.naifadallas.org NAIFA-DALLAS was founded in 1913 as the Dallas Association of Life Underwriters (DALU) S E C U R I N G A M E R I C A ’ S F I N A N C I A L F U T U R E 1 8 9 0 - 2 0 1 5 NAIFA-Dallas and our 2015-2016 Program Sponsor are proud to present: NAIFA-DALLAS PROGRAM Thursday | March 25, 2016 Practice Management Panel: Surviving and Thriving in the Business with Sales Ideas see page 5 Mary Lyons Personal Economics Group Ryan Soulier, CFP, CLU MassMutual Danny O’Connell, MBA Benefit Resource Group
Transcript
MARCH 2016 | VOLUME 88 | NO. 7 A publication of the National Association of Insurance and Financial Advisors – Dallas
connections that count
IN THIS ISSUE:
5 | 2016 NAIFA-Dallas Programs
6 | 2015-16 President’s Cabinet
7 | Gain, Retain, and Regain Clients Using Social Media
8 | NAIFA Member Benefits
9 | Race for Success Sponsorships
10 | NAIFA-Texas Conference Report
12 | IFAPAC’s 50th Anniversary
13 | NAIFA Advisors Political Involvement Committee
14 | Lunch ’n Learn – 4/12/16 Transitions Moving Through the Healthcare Maze
www.naifadallas.org
NAIFA-DALLAS was founded in 1913 as the Dallas Association of Life Underwriters (DALU)
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NAIFA-Dallas and our 2015-2016 Program Sponsor are proud to present:
NAIFA-DALLAS PROGRAMThursday | March 25, 2016
Practice Management Panel: Surviving and Thriving in the Business
How can you help your clients make more informed decisions?
Tell them something they’ve never heard before.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) 14990 Landmark Blvd. Suite 300 Dallas TX, 75254 214-346-0985. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America, New York, NY (Guardian). PAS is an indirect, wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS or Guardian. |PAS is a member FINRA, SIPC|
The Living Balance Sheet® is a revolutionary financial model that helps you build a stronger relationship with your clients. As an exclusively authorized user of The Living Balance Sheet®, you’ll provide insight your clients have never
heard before. Give them a big-picture view of their finances. And help them make better decisions through every phase of their financial life.
To learn more, call Thomas Zanovich, CFS at 214-346-0985, or email [email protected].
Thomas Zanovich CFSManaging DirectorOpes One Advisors
MAIL TO: NAIFA-Dallas, 16990 Dallas Parkway, Suite 212, Dallas, Texas 75248ONLINE: www.naifadallas.org | SCAN/EMAIL: [email protected]
No refunds unless 24-hour cancellation notice is given.
REGISTRATION FORM
NAIFA-DALLAS PROGRAM PAGE 5
2015-2016 Program Sponsor: The Plus Group Date Time Location Cost
3/24/16 11:15 am - Prestonwood Country Club $25.00 Pre-registered 2016 NAIFA-Dallas Members & their guests 1:00 pm 15909 Preston Road $30.00 at the Door $35.00 Non-members Dallas, TX 75248 2015-16 Meal Plan 2015-16 President’s Cabinet-Prepaid $10 Prospective Members (maximum of 4 consecutive months)
SOCIAL MEDIA COURSE | Following NAIFA-Dallas Luncheon at Prestonwood Country Club PAGE 7
Date Time Course Member | Non-Member 3/24/16 1:15-2:15 pm How to Gain, Retain, and Regain Clients FREE | $25.00
(NO CE) Using Social Media Presented by Danny O’Connell, MBA
LUNCH ’N LEARN PAGE 14
Date Time Course Location Member | Prospects 4/12/16 11:30 am-1:00 pm Transitions Moving Through the 12700 Park Central FREE (lunch provided)
Healthcare Maze Park Central 3 Building Presented by Jeryn Laengrich, MS, CCC/SLP Basement Auditorium Sponsor: Cariloop
RACE FOR SUCCESS | See page 9 for sponsorship information PAGE 9
5/13/16 10:00 am-5:00 pm Lone Star Park $100 Pre-Registered 1000 Lone Star Parkway, Grand Prairie, TX 75050 $150 At Door
5 | NAIFA-Dallas Program, 3/24/16 Practice Management Panel – Surviving and Thriving in the Business
5 | 2016 NAIFA-Dallas Programs
6 | President’s Message
6 | 2015-2016 President’s Cabinet
7 | Sales Ideas Following 3/24/16 Luncheon, “How to Gain, Retain, and Regain Clients Using Social Media”
8 | NAIFA Member Benefits
9 | Race for Success Sponsorships
10 | NAIFA-Texas Conference Report
12 | Celebrate IFAPAC’s 50th Anniversary
13 | NAIFA Advisors Political Involvement Committee
14 | Lunch ’n Learn, 4/12/16 “Transitions Moving Through the Healthcare Maze”
15 | Karen’s Korner
16 | Thank You Sponsors & Exhibitors
ADVERTISER INDEX 12 | Core Benefits Group
13 | DI Broker
11 | The DI Center
15 | The Fisher Agency
12 | Insurance Designers
14 | Insurmed Services
7 | New York Life
2 | OpesOne Advisors/Guardian
10 | Principal Financial Group
14 | Rice & Rice, PC
9 | Southwest Bank
8 | State Farm
NAIFA–DALLAS Editorial and Advertising Office16990 Dallas Parkway, Suite 212 Dallas, TX 75248 972.991.2364 www.naifadallas.org | [email protected]
The Financial Advisor News is produced 10 times per year by NAIFA-Dallas. Annual subscription is $1.00 per year for members only. Subscription is included in the dues. Unless specifically stated, the publishing of an article or an advertisement does not imply endorsement by NAIFA-Dallas of either the views expressed or the products advertised.
Financial Advisor NewsFAN
Member InvolvementMary LyonsPersonal Economics Group214.624.5627 [email protected]
Economics & Markets: The Short View and the Long View John Portwood, CFA Crowne Plaza Hotel, Addison 11:00 am - 1:35 pm
3/16 | Estate Planning Council N TX Special Needs Planning for Affluent Families Tresi Weeks Gleneagles Country Club 7:30 - 9:00 am
3/16 | DAHU Chapter Meeting Healthcare Reform: Another Year Gone By Ed Oleksiak Prestonwood Country Club 11:30 am - 1:30 pm
3/24 | NAIFA-Dallas Luncheon & CE Practice Management Panel, Surviving and Thriving in the Business with Sales Ideas Sales Ideas: Social Media Class (see pages 3, 5, 7)
4/12 | Lunch ’n Learn Transitions Moving Through the Healthcare Maze (see page 14)
4/28 | NAIFA-Dallas Luncheon & CE Christy Moberly, State Farm Senior VP Agency & Marketing CE Sponsor: The DI Center
5/13 | NAIFA-Dallas Race for Success Lone Star Park (see page 9)
5/26 | YAT Social
6/23 | NAIFA-Dallas Luncheon & CE Celebration of Achievement Installation of 2016-17 Officers and Directors; Daniel Zugell, LUTCF, CLU, ChFC – ESOPs
8/25 | NAIFA-Dallas Luncheon & CE Buddy Hobart Generational Issues
9/22 | NAIFA-Dallas Luncheon & CE
10/27 | NAIFA-Dallas Luncheon & CE
12/1 | NAIFA-Dallas Luncheon & CE
TO REGISTER: Fill out the registration form on page 3 and submit via: Scan/Email: [email protected] or Register Online: naifadallas.org
NAIFA-DALLAS PROGRAMThursday | March 24, 2016 | Prestonwood Country Club
NAIFA-Dallas and our 2015-2016 Program Sponsor are proud to present:
Practice Management Panel: Surviving and Thriving in the Business with Sales Ideas
Many of you have asked for it so we are bringing it to you this month – SALES IDEAS! Join us as we have an incredibly talented group of individuals share with us sales ideas they are using to sell more insurance and help more clients. We will have each of these presenters share a ’sales idea snippet’, then open it up for a Q&A at the end. This should be a great time to stimulate your thinking and to provide you with practical help that you can use IMMEDIATELY in your practice.
PANELIST: Mary Lyons is a personal economic strategist at Personal Economics Group (PEG). A top five producer –nationally – for her broker dealer, she built her business through networking and referrals. Her success revolves around a key point: she specializes in teaching her clients how money really works. Mary helps her clients understand what financial institutions do with their money – and then teaches her clients how to use the same processes and products for their own benefit. She educates her clients how to use products to create advantages for themselves. Mary
has built lasting relationships with her clients by focusing on doing what is best for her clients in every situation. Her philosophy is simple and non-negotiable. She creates financial plans based on strategies verified by an economic model and does not endorse any particular products. Mary graduated with honors from the University of Texas. She lives in Dallas with her husband, Mike, two children, and their two dogs, Havana and Henri. She attends Church of the Incarnation.
PANELIST: Danny O’Connell, MBA is a partner at Benefit Resource Group in Dallas. He is an eight-year MDRT member with six Court of the Table and five Top of the Table honors. He has served on numerous committees for MDRT and currently serves as Chair of the Program Committee for Top of the Table and is the Secretary of NAIFA-Dallas. O’Connell has served as Fox News Radio Contributor regarding healthcare reform and has over 30 articles on industry topics published in the last four years. In 2014, he was recognized by NAIFA’s Advisor Today magazine as one of their Four under
Forty in the insurance industry. He was the 2015 NAIFA-Dallas YAT of the Year as well as being recognized by NAIFA nationally as a YAT of the Week. Danny just completed LILI and was elected NAIFA-Texas Trustee. He has spoken on the main platform at both the NAIFA National meeting as well as the CARIAFA international meeting. Danny will celebrate his tenth wedding anniversary with his wife, Kate, this August; they have four children. He enjoys following his Sooners.
PANELIST: Ryan Soulier, CFP, CLU is a Certified Financial Planner professional (CFP®) and Chartered Life Underwriter (CLU®) with a decade of experience helping his clients reach their personal and professional goals. Ryan recently moved to MassMutual to build a more comprehensive financial planning practice. This young and energetic veteran is opening his own practice in Denton in the fall of this year. Past management and leadership roles will aid in his success as a leader in the Denton community and surrounding areas. This move will allow Soulier to contribute to the
financial success of his home town community while affording him more time with his lovely wife, Maggie, of fifteen years and two beautiful daughters. Ryan is an active member of Denton Bible Church and the Marine Corps League of Denton County.
Such a busy start to 2016. Congratulations to John Norman, winner of the 2015 O. C. Jackson Hall of Fame Award and Karl Drescher winner of 2015
Advisor of the Year. We celebrated both of these fine members at our Annual Awards dinner January 14th.
Please see the report from Tallie O. Young on our annual Texas State Conference & Annual Business Meeting held in Houston February 5th and 6th (see pages 10-11). Congratulations to our own Danny O’Connell for completing LILI – Leadership in Life Institute. LILI is a six-month leadership course offered to NAIFA members interested in further developing their leadership skills and contributing their talents to NAIFA in some way. NAIFA and LILI are about building stronger leaders, promoting advocacy and protecting our industry and our careers.
Congratulations also to Danny O’Connell for his election as a Trustee for NAIFA-Texas. He will begin this position in July, and at the same time he takes his position as President-Elect of NAIFA-Dallas. He will be serving both the local and state associations at the same time which will be a real WIN-WIN for both organizations for sharing
ideas and keeping abreast of the latest developments in all levels of our federation.
Advocacy is one of the most important things NAIFA does for our careers and our industry. The 2016 NAIFA National Congressional Conference takes place in Washington D.C. on May 24th and 25th. NAIFA has a member in every elected official’s district in the United States. The annual “Fly-In” Congressional Conference is our opportunity to share the value of our products with our elected officials. Our products make a difference in Americans’ lives, and it is important for us to let our officials know:
75 million American families turn to life insurance companies and trusted agents and advisors to protect their financial futures with retirement plans, life insurance, annuities, long-term care, and disability income insurance. For more information, go to www.securefamily.org.
Sharing the value of our products protects our clients and our careers. Get on board!! Go to Washington D.C. Donate to the PAC – Political Action Committee.
As we enter an election year, our time and money CAN make a difference in protecting our industry and our livelihood! Let’s make a difference!
PRESIDENT’S MESSAGECheri C. Stanwix | 2015-2016 NAIFA-Dallas President
2015-2016 President’s Cabinet
Cheri C. Stanwix(at press time)
Steve Anderson, LUTCF
David Ayres, CLU
Imelda Banda
David Blanchard, CLU, ChFC
Lane Boozer, LUTCF
Grover Brillhart
Brad Campbell, CLU, ChFC, CASL
John Connally, LUTCF
Jim Coyle, CLU, RHU, REBC
Howard Crissey, CLU, ChFC
Christi Daughenbaugh, CLTC, CSA
Scott Dial
Karl Drescher, Jr., FSS, LUTCF, RICP
Donna Thomas Edwards, LUTCF, CASL
Mark Elder
Mike Evans, CLU, ChFC, LUTCF
Danny Fisher, CLU, ChFC
Claudia Foraker, NRCMA
Frank Frey, CLU, LUTCF
James Garner, CLU, ChFC, AEP, CAP
Jessica Gibbons
Andra Grava, CLU, RHU
Stephen Harris, CLU, ChFC
Todd Healy, CLU, ChFC, AEP, CAP
Beth Henderson, CLU, ChFC
Joseph Kane, CLU, ChFC, RFC, MBA
Lloyd Lowe
Mary Lyons
Lee McCasland, CLU, ChFC, CASL
Mel Meyers, CLU, ChFC, AEP
Yuka Nakahara-Goven, CLU, MBA
John Norman, CLU, ChFC
Danny O’Connell, MBA
Joe Radovic, CLU, ChFC, CFP, MSFS
Randy Robertson, LUTCF
Ruth Shannon
Karla Strynadka, ChFC, CLU
Jeff Taber, CLU, CFS
Liz Wilson
Bob Yarborough
Tallie O. Young, RFC, LUTCF
MARCH ISYAT
AWARENESS MONTH
For YAT events this month, see pages 5, 7 and 8
MARCH 2016 | FAN | 7
The Frisco office is growing, and New York Life was voted the #2 best place to work in the Dallas area among mid-sized companies by Dallas Business Journal.
Same Industry – Different ImageContact Will Pearce to inquire about potential opportunities
Social Media Course Following 3/24 Luncheon1:15 - 2:15 pm | Prestonwood Country Club | 15909 Preston Road, Dallas, TX 75248 Does not qualify for CE | FREE NAIFA-Dallas Members | $25.00 Non-Members
How to Gain, Retain, and Regain Clients Using Social Media
COURSE DESCRIPTION: Come learn successful social media techniques which have been used by our members to help build their practice. Discussion will show how to find and engage new prospects with social media, how to stay in front of your prospects and clients to develop more personal relationships, and educate your social media network on what you do.
PRESENTER: Danny O’Connell, MBA is a partner at Benefit Resource Group in Dallas. He is an eight-year MDRT member with six Court of the Table and five Top of the Table honors. He has served on numerous committees for MDRT and currently serves as Chair of the Program Committee for Top of the Table and is the Secretary of NAIFA-Dallas.
O’Connell has served as Fox News Radio Contributor regarding healthcare reform and has over 30 articles on industry topics published in the last four years. In 2014, he was recognized by NAIFA’s Advisor Today magazine as one of their Four under Forty in the insurance industry. He was the 2015 NAIFA-Dallas YAT of the Year as well as being recognized by NAIFA nationally as a YAT of the Week. Danny just completed LILI and was elected NAIFA-Texas Trustee. He has spoken on the main
platform at both the NAIFA National meeting as well as the CARIAFA international meeting.
Danny will celebrate his tenth wedding anniversary with his wife, Kate, this August; they have four children. He enjoys following his Sooners.
TO REGISTER: Fill out the registration form on page 3 and submit via: Scan/Email: [email protected] or Register Online: naifadallas.org
For more information on NAIFA Member Benefits, CLICK HERE
Apply for the 2016 LUTCF® Scholarship Award Today!Two lucky winners will be announced in June!
NAIFA and the College for Financial Planning (CFFP) are proud to announce that submissions for the 2016 LUTCF® Scholarship Program are now being accepted.
Each scholarship recipient receives tuition credits for each of the three courses that comprise the LUTCF® designation program. Applicants must be:
• A NAIFA member in good standing• Be under 40 years of age and have been licensed less than five years as of May 1, 2016• Have the endorsement of a member of NAIFA
Here’s what the 2015 LUTCF® Scholarship recipients had to say about their LUTCF® designation program experience...
“The LUTCF program provides a solid foundation of knowledge from all aspects and really does a good job at incorporating what you need to do to be successful in this business.” – Michael H. Baker, CFP® of Rock Hill, SC
“Being in the business for 10 years, I didn’t think I’d learn anything, but boy I was wrong.” – Jason E. Carter of Texarkana, TX
The deadline for submissions is May 1, 2016. NAIFA will award two scholarships by June 1, 2016.
For more information and to apply, CLICK HERE
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NAIFA-Dallas Annual EventRace for SuccessFriday, May 13, 2016 | 10 am - 5 pm | Lone Star Park
SPONSOR PACKAGES:Triple Crown Sponsors | $2,000 | only 5 available• Present 1-hour CE in Alysheba Room to all attendees
• Exhibit table in exhibit area
• Logo in event program and displayed on screens in exhibit area
• Recognition in all promotional material, NAIFA-Dallas website, and FAN magazine
• Company named race in Lone Star Park program and photo in Winner’s Circle• Co-Sponsorship of lunch and dinner
• “Goodie Bag” opportunity – supply take-away items for attendees
• 6 attendees – includes admission to Lone Star Park, free parking, all CE Classes, refreshment breaks, lunch and dinner plus evening at races
Champion Sponsors | $500 | only 25 available• Exhibit table in exhibit area
• Logo in event program and displayed on screens in exhibit area
• Recognition in all promotional material, NAIFA-Dallas website, and FAN magazine
• Co-Sponsorship of refreshment breaks
• 2 attendees – includes admission to Lone Star Park, free parking, all CE Classes, refreshment breaks, lunch and dinner plus evening at races
TICKET PACKAGES:Single Tickets * | $100 | $150 at the door• Includes admission to Lone Star Park, free parking, 5 hours of CE, refreshment breaks, lunch
and dinner plus evening at races
Block of 10 or More Tickets * | $95 x 10 = $950 package (not available on day of event)• Includes admission to Lone Star Park, free parking, 5 hours of CE, refreshment breaks, lunch
and dinner plus evening at races
Guest Ticket for Dinner & Races * | $60• Includes admission to Lone Star Park, free parking, dinner plus evening at races
Cash bar opens at 5:00 pm. Recommended time of arrival 5:30 pm, dinner at 6:00 pm.
* Based on live racing events being held
Exclusive Event! First come, first served! Day of CE and Sales Success Classes following by Dinner and Racing
NAIFA-Texas 2016 Conference and Annual Business MeetingFebruary 5-6, 2016 | Houston, TXTallie O. Young, RFC, LUTCF – National Committeewoman
Going to the State Conference this year was like an episode of speed dating – fast and furious, taking only 25 hours from beginning to end. I don’t know if anyone found a “match”, but there was a lot of information and networking happening.
As always, NAIFA-Dallas had a good showing. In attendance were Cheri Stanwick, President; Ruth Shannon, President-Elect; Danny O’Connell, Secretary; Tallie O. Young, National Committeewoman; Lane Boozer, Immediate Past President, NAIFA-Texas; Brad Campbell, Government Relations chair; Bob Yarborough, YAT co-chair; Randy Robertson; and Karen True, Executive Vice President.
There were four candidates running for Trustee. The three elected were Danny O’Connell, NAIFA-Dallas, Kyle Linder, NAIFA-Houston, and Cindy Rivas, NAIFA-El Paso. Running, but not elected Michael Aguirre, NAIFA-San Antonio. Running for the NAIFA-Texas Secretary/Treasurer position were Hollie Gandy Donohue, NAIFA-Amarillo and Douglas Richards. Holly won.
Jules Gaudreaux, President of NAIFA-National was in attendance. He described what’s happening with NAIFA nationally. We have an advisory committee of members from all over the nation who are putting together a new strategic plan, called NAIFA 2020. We are at the final stage of adopting. Jules pointed out we cannot survive on member dues alone. We currently have only 37,000 dues-paying members. We have recruited 8,000 new (not yet paying) members. In order to support and promote advocacy, we must find new ways to support the organization. He reminded us that NAIFA is the ONLY organization that represents the agents (US!) on the state as well as the national level. Historically, we have protected our industry by having good relationships with legislators. We need to continue to do so.
In fact, if you have not already registered for the National Fly-in to Washington D.C. on May 24th and 25th, I encourage you to do so. It is an incredible experience to visit with our national legislators in their offices. They care that we care about our clients and protecting the products that are helping our clients and their families and businesses.
Britain outlawed commissions a few years ago. Today, they only have 50,000 people left in the industry. It has been a disaster for their economy. NO ONE is saving. They are in desperate need of advisors. This could happen in the United States if we do not ACT!!!
What can we do? Work with “regular people”. Let our companies know how important NAIFA is to us! Ask AALU and MDRT why they don’t back us and encourage them to do so.
To see more of your National president in action,
Google YouTube and see some of Jules @ DOL hearings.
Jules pointed out that NAIFA-Texas has provided a LOT of leadership nationally. NAIFA-Texas is one of the strongest in the nation, if not THE strongest in the nation. In 2025, NAIFA-Texas will be 100 years old.
NAIFA’s new Pilot Program has three corporate partners, AXA, Prudential, and Thrivent, whose agents are being automatically enrolled in NAIFA.
IFAPAC Report was presented by Rolando Barrera. NAIFA-Texas raised $155,666 for 2015. We were the third in the federation, with 564 contributors for 2015, down from 585 contributors for 2014. We currently only have 20% of our members as contributors. The goal is 35%. If you are not currently contributing to IFAPAC, please consider doing so. Eddie Tate, NAIFA-Fort Worth, won the IFAPAC award this year. Rodney Bogen, NAIFA-Austin, is replacing Eddie Tate, NAIFA-Fort Worth, on the IFAPAC committee.
Bill Montague, NAIFA-Dallas won the Membership Prize drawing for recruiting new members in 2015. Bill is consistently one of our best recruiters! Thanks Bill! Outgoing NAIFA-Texas Immediate President Lane Boozer was the longest serving member of the board, with 13 years. NAIFA-Texas Past President Alan Carl, NAIFA-El Paso received the Lifetime Achievement Award
The LILI program is stronger than ever. With the graduation of the 19th class, Texas graduated a total of 171 students, more than any other state. Ninety percent of our current NAIFA-Texas board are LILI graduates.
A couple of years ago, NAIFA-Texas was lucky, smart enough, etc. to hire Tim Von Kennell as our new CEO/CLO. He has done an absolutely awesome job! He hired Danielle Lobsinger as his “political machine”. She has coordinated over 12 grass roots legislative activities, one with Jeb Henserling. We were able to go to Congressmen in their backyards and tell them what we need. She also secured Lt. Governor Dan Patrick to come to the state convention. Monica Lopez has converted software programs to better address the budget requirements, assumed office management responsibilities with the departure of two other employees and trained additional employees. We have received 100% clean audit working with NAIFA’s CPAs. Since Tim took over, we have also held a successful legislative session and improved relations with Texas Department of Insurance. Membership for North Texas is up including the 900 pilot program members, but down 3.5% without them (previous years’ declines were 4-5%). The list goes on and on.
As you can see, your leaders are working hard to protect your paycheck! Please be sure to spread the word and encourage everyone you know in the business to JOIN NAIFA TODAY!
Ads are now being sold for the 2016 Membership Directory which will be mailed with the June issue of the Financial Advisor News (FAN).
ADVERTISEMENT OPPORTUNITIES
Back Cover | Full Page, Full Color | $600
Inside Front Cover Full Page, Full Color | $600
Inside Back Cover Full Page, Full Color | $600
Middle Fold Color Full Page, Full Color | $600
Full Page | Black & White | $450
Half Page | Black & White | $300Business Card
3.5” x 2”, Black & White | $100
For more information, contact: Ryan Soulier, CFP, CLU at
NAIFA-Texas 2016 Conference and Annual MeetingFebruary 5-6, 2016 | Houston, TX | Tallie O. Young, RFC, LUTCF – National Committeewoman
NAIFA-Dallas President, Cheri Stanwix, and husband, Tim
NAIFA-Texas Legislative Admin, Danielle Lobsinger, new NAIFA-Texas Trustee, Danny O’Connell, and NAIFA-Texas President and First Lady, Jason and Michelle Talley
NAIFA-Dallas National Committeewoman, Tallie O. Young, and YAT Co-chair, Bob Yarborough
Texas Lt. Governor, Dan Patrick, and Bob Yarborough
NAIFA-Dallas Government Relations Director, Brad Campbell, and NAIFA-Texas Past President (and Dallas member), Lane Boozer
NAIFA-Texas President-Elect, Ruth Shannon, NAIFA-Dallas member and speaker, Toni Harris, and NAIFA-Dallas Secretary, Danny O’Connell
NAIFA’s political action committee – IFAPAC – proudly celebrates 50 years (1966-2016) of working to protect the financial future of tens of thousands of agents and advisors across America. Celebrate this milestone during your state and local meetings by ordering your IFAPAC Anniversary Set, just pay the shipping fee.
Recognizing your IFAPAC contributors and encouraging IFAPAC participations at all NAIFA member-only gatherings is important if you want your PAC – IFAPAC – to continue to be the number one PAC in the industry.
To order the party supply sets for your state and local associations, contact IFAPAC Assistant Chirsta Frye at [email protected] or by fax at 703.770.8151.
Studies show that producers who regularly offer Disability Insurance to their clients also sell more life insurance than those who don’t. Almost 50% more according to a survey conducted by a large mutual company; surprisingly, less than 10% of producers claim to regularly offer DI. Just saying…
Disability and Long Term Care Products & Services
Howard S. Hanger, RHU, LTCP 5001 Spring Valley Rd. #400E
You may have never run for public office. You might not know much about politics. But with NAIFA’s Advisors Political Involvement Committee (APIC), you can still make a difference. Influence how Congress votes on legislation important to insurance and financial services professionals. You can get involved in a number of ways. The level of involvement is up to you. For more information, please contact Maggie Buneo at 703.770.8154 or [email protected].
CLICK HERE to fill out the APIC Legislative Contact Form.
Will becoming engaged in NAIFA’s Political Involvement program pay dividends to my career? YES!
Advisors Political Involvement Committee
Stephen Covey’s Habit #1:Put first things first. “This habit is about personal and time management. Management, remember, is clearly different from leadership.” Take the lead and meet with your legislators on behalf of your clients and your industry. Your ability to help your clients in this manner is worth prioritizing.
Stephen Covey’s Habit #2:Think win/win. “This is a frame of mind and heart that constantly seeks mutual benefit in all human interactions.” You win by being a part of the solution for the industry, and your clients win because you are helping to protect the current tax status of our industry products and, most importantly, your ability to serve your clients.
Lunch ’n LearnTuesday | April 12, 2016 | Park Central 3 Building Sponsored by: CariloopBasement Auditorium | 12700 Park Central Drive, Dallas, TX 75251 FREE NAIFA-Dallas Members and Prospects | Lunch Provided
11:30 am - 12:00 pm – Registration, Lunch and Networking 12:00 - 1:00 pm – Presentation (does not qualify for CE)
Transitions Moving Through the Healthcare MazeCOURSE DESCRIPTION: As we all age, healthcare transitions for ourselves and our loved ones have gotten more and more complicated. Without the proper knowledge or expertise to successfully navigate through a complex, noisy healthcare system, decisions are equally overwhelming and stressful for families. This presentation will explore the care continuum and provide valuable information about healthcare transitions to increase people’s understanding of key stops along the long-term care path including Skilled Nursing, Rehab, Home Health, and Assisted Living (to name a few).
PRESENTER: Jeryn Laengrich, MS, CCC/SLPAs one of the first employees hired at Cariloop, Jeryn has brought a tremendous amount of experience and enthusiasm to the table as the company’s Chief Service Officer. Jeryn was born and raised in the Dallas-Fort Worth area and graduated with a B.S. in Communication Disorders from Harding University and an M.S. in Speech Language Pathology from the University of North Texas. She has extensive clinical experience as a
speech-language therapist in every healthcare setting, and she has held director positions over rehab services and business development for acute care hospitals and geriatric care facilities, as well as being very involved in fundraising. She also served as Director of the Parkinson’s and Movement Disorders Center at Texas Health Presbyterian Hospital Dallas, where she coordinated and implemented many programs to support the Parkinson’s community across North Texas.
Most recently, Jeryn held the position of Clinical Liaison for Presbyterian Communities and Services, where she was able to use her knowledge and expertise to guide families through the challenging maze of senior care. Jeryn has become an accomplished and sought-after public speaker, and her expertise ranges from clinical issues involving neuroscience and aging to end-of-life planning, insurance, and Medicare.
TO REGISTER: Fill out the registration form on page 3 and submit via: Scan/Email: [email protected] or Register Online: www.naifadallas.org
SPRINGFORWARD!
Daylight Saving Timebegins Sunday, March 13, 2016
MARCH 2016 | FAN | 15
KAREN’S KORNERKaren H. True | Executive Vice President
I Dare You
As a kid, my best friend was Robbi Juday. Robbi lived down the street from me, and we were in the same grade at school. Robbi was smart, talented, a bit of a tomboy, and she
was gutsy, fearless. She was up for anything, especially if it involved a physical challenge.
Each summer we spent some time at my grandfather’s farm – climbing around in the barn, chasing chickens, swinging on grapevines, and pretending the pig sty was a secret hideout. (At this point, my grandfather no longer raised pigs, so it was cleaner than you might have first thought.)
On the road that ran in front of the house, there was a rickety wooden bridge and below, a creek bed which, in the heat of the Texas summers, had very little water. The world wasn’t as litigious back then, not as concerned about safety, so this bridge, like so many others in rural areas, had no railing.
One hot afternoon, we were sitting on the bridge, legs dangling over the edge, and admittedly bored. Robbi was very quiet, and I could tell that she was thinking, calculating, working on a plan. Suddenly, she turned to me and said, “Do you dare me to jump off this bridge?”
“Sure,” I said. “I dare you!”
I was joking She wasn’t. Next thing I knew, she was standing on the edge of the bridge preparing to jump.
“No! Wait a minute! Don’t do it!” I begged, imagining my friend’s mangled body in the shallow water and having to tell her parents, and mine, what happened.
My pleas were too late. She jumped, landing up to her knees in the mud below. I was aghast, speechless. But very impressed. Robbi was standing in the creek bed, splattered with mud and slime. She was doubled over with
laughter and obviously very proud of herself. It was a memorable moment, and amazing accomplishment, one that would become the stuff of legends – a tale retold for years to come.
In fact, from that point on, even when he could no longer remember her name, my grandfather would always ask me, “How’s that girl who jumped off the bridge?”
A dare is a challenge, a challenge to do something at hand; it’s having someone nudge you, taunt you, push you to take action to behave in some way that may seem out of the ordinary, to do something that requires effort and guts.
William Danforth (1870-1955), founder of the Ralston-Purina company, was a man of great character and accomplishments. In the early 1950s, he wrote a book called I Dare You. While the writing style and examples are dated, the message is as fresh and vital today as it was when the book was first published.
Danforth puts it this way– “I dare you to think bigger, act bigger, be bigger, and I promise you a richer and more exciting life if you do.”
Today, I dare you. I dare you to take a risk. Push yourself. Do more than you think you can. I dare you to be better today than you were yesterday and better tomorrow than you are today.
Think about it. What areas of your life and work need to be challenged? In what areas to you need to improve? Do you, or someone on your team, need a coach, an accountability partner to help you fulfill your potential? Do you need someone to hold your hand and kick your backside? If so, find that someone.
Work together to help you “think bigger, act bigger, be bigger” and achieve “a richer more exciting life.” I dare you.
Studies show that producers who regularly offer Disability Insurance to their clients also sell more life insurance than those who don’t. Almost 50% more according to a survey conducted by a large mutual company; surprisingly, less than 10% of producers claim to regularly offer DI. Just saying…
Disability and Long Term Care Products & Services
Howard S. Hanger, RHU, LTCP 5001 Spring Valley Rd. #400E
