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1

MembershipDirectory 2014-2015

NAIFA-ARIZONAASSOCIATION OF INSURANCE AND FINANCIAL ADVISORSFOUNDED 1957

P.O. Box 4728Scottsdale, AZ 85261

480. 661. 6393Fax: 480. 661. 6743E-mail: [email protected]: www.naifa-az.org

Price:

Member $50.00

Non-member $125.00

Arizona is a member of the National Association of Insurance and Financial Advisors [NAIFA]

The information in this membership directory is protected by copyright and is for use only by members of NAIFA-Arizona for association business. This directory may not be used for any commercial or other purpose,and permission to use this directory is contingent upon compliance with this requirement.

Please let us know in writing if any information in this directory needs to be corrected, or if you would like anyinformation added to, or omitted from, your entry in this directory, and we will try to make appropriatechanges in the next edition.

2014 NAIFA-ARIZONA All rights reserved.

Front Cover: “Companion”, artist Wei Tai, www.weitaiart.com

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mission statement

The mission of this Association

is to advocate for a positive

legislative and regulatory

environment, enhance business and

professional skills, and promote the

ethical conduct of our members.

N A I F A - A R I Z O N A

3

56 Acronyms

143 Advertisers Index

37-55 Advertisers Section

135-140 Alpha Company Roster

127-134 Alpha Membership Roster

18 APIC

19-20 IFAPAC-Arizona

141 Industry Addresses

36 Life Insurance Awareness Month - Governor Proclamation

6-7 NAIFA-Arizona Leadership

10 NAIFA-Arizona Past Presidents

12 NAIFA Quality Award Winners

9 Sentinel Program

NAIFA-Arizona Local Associations 57-60 Arizona At-Large

63-70 East Valley

73-81 Phoenix

83-91 Scottsdale

93-100 Tucson

103-107 West Valley

109-111 Yuma

5 President’s Letter

24-31 Were You There?

Capitol Hill Day

Continuing Education

Poker Tournament

Softball Tournament

113-126 Who’s Who In Photos

15 Licensing & On-Line Continuing Education Material

34-35 NAIFA-Arizona Community Service: “Angel Mamas”

14 NAIFA-Arizona Website

112 NAIFA LUTCF

142 NAIFA Professional Liability Insurance Program

32-33 Leadership in Life Institute

21-23 Arizona Legislators

2 Mission Statement

table of contents

4

5

Association of Insurance & Financial AdvisorsP.O. Box 4728, Scottsdale, Arizona 85261, Phone 480.661.6393, Fax 480.661.6743Website: www.naifa-az.org, E-mail: [email protected]

2014-2015 OFFICERSPresident MICHAEL A. SANDOVAL, CLU, ChFC Tucson

President-Elect MIKE FORD West Valley

Vice President SETH KRASNE, LUTCF, CLTC Tucson

Secretary/Treasurer DAVID R. KROLL, CLU, ChFC Tucson

National Committee Chair JIM BENNETT, LUTCF West Valley

Immediate Past President TRACY L. JONES Scottsdale

Executive Vice President PATRICIA A. CHESEBROUGH, CAE

2014-2015DIRECTORS JUDY P. AGUILAR-WOERTZ, LUTCF, ChFC, CASL East Valley

DANIEL A. CESCHIN Phoenix

MICHAEL P. KLEIN, CFP, MBA East Valley

DAVID A. SEWELL West Valley

YARA T. NASH Yuma

2014-2015LOCAL ASSOCIATION PRESIDENTS MICHAEL A. SANDOVAL, CLU, ChFC At Large

DONNA KOHLHASE, CLU, ChFC, CASL East Valley

SUSAN CARLSON Phoenix

BARRY COOK, CLU, ChFC Scottsdale

JUAN IBARRA Tucson

CHRISTOPHER S. KELLY West Valley

GARY SMITH, CLU, ChFC Yuma

Greetings to all new and returning members of NAIFA-Arizona !

The year 2014 brought us some historic developments for our state association:

Most notably, the governor signed into law our CE bill which took many years to develop, promote, lobby, and ultimately pass both houses of the Arizona state legislature in January 2014. Although 2014 saw the culmination of this hard work, a big thank you must go out to our legislative committee which spent an inordinate amount of time and effort on this bill for the 2 years prior.

Second, NAIFA-Arizona achieved platinum status for the Jack E. Bobo Award of Excellence, given annually to deserving associations, either state or local. NAIFA-Arizona was one of only 2 state associations (Iowa being the other) who achieved the platinum level, the highest honor given for this award. This was also the second year in a row Arizona has achieved this most distinguished designation. Congratulations must also be given to the leadership of NAIFA-Scottsdale and NAIFA-Tucson as these associations also achieved the platinum status for the Bobo Award. Collectively, NAIFA-Arizona, NAIFA-Scottsdale, and NAIFA-Tucson were members of the select group of 20 associations to have achieved this honor.

Finally, Arizona was recognized as one of only 7 state associations to achieve membership growth for the year ending June 2014. Furthermore, NAIFA-East Valley, NAIFA-Phoenix, NAIFA-Scottsdale, and NAIFA-Tucson were also recognized as local associations achieving membership growth. A BIG thank you must be given to all members of the respective state and local membership committees that made this vision a successful reality !

Even though we had a successful 2014, we must not rest on our laurels, but instead act on the momentum built up to this point: NAIFA national representatives continue to lobby for the tax-favored benefits we promote; NAIFA-Arizona representatives stay abreast of issues affecting our business that come before the Arizona State Legislature; and regular events like NAIFA-Arizona’s Capitol Hill Day and NAIFA-National’s annual Washington D.C. “fly-in” encourage participation from NAIFA’s rank and file members such as yourself.

With talented and deep leadership teams working on your behalf at both the state and local level, and with a rich and accomplished past to build on, the years 2015 and beyond appear to be bright for NAIFA in Arizona!

Sincerely,

Michael Sandoval, CLU, ChFCNAIFA-Arizona President 2014-2015

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Michael A. Sandoval, CLU, ChFC - President(520) [email protected]

Mike Ford - President-Elect602.944.2220 Ext. [email protected]

Seth Krasne - Vice President(520) [email protected]

Tracy L. Jones - Immediate Past President (480) [email protected]

David R. Kroll, CLU, ChFC - Secretary/[email protected]

Jim L. Bennett, LUTCF - National Committee Chair (623) [email protected]

Patricia A. Chesebrough, CAEExecutive Vice President (480) 661-6393, (480) 661-6743 Fax [email protected]

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NAIFA-Arizona Board2014-2015

OFFICERSPresident ...................................................................................................Michael A. Sandoval, CLU, ChFCPresident-Elect .......................................................................................................................................Mike Ford Vice President ...................................................................................................Seth J. Krasne, LUTCF, CLTC Secretary/Treasurer ............................................................................................David R. Kroll, CLU, ChFC Immediate Past President ...................................................................................................... Tracy L. Jones National Committee Chair ....................................................................................Jim L. Bennett, LUTCF

EXECUTIVE VICE PRESIDENTPatricia A. Chesebrough, CAE P.O. Box 4728, Scottsdale, Arizona 85261 Telephone: (480) 661-6393 / FAX: (480) 661-6743 E-mail: [email protected] Website: www.naifa-az.org

DIRECTORSJudy P. Aguilar-Woertz, LUTCF, ChFC, CASLDaniel A. CeschinMichael P. Klein, CFP, MBADavid A. SewellYara T. Nash

COMMITTEE CHAIRSMembership ...............................................................................................................................................Mike FordMembership Vice-Chair ...............................................................................Seth J. Krasne, LUTCF, CLTCSCHIC / LURN ............................................................................................................... Harry Markham, LUTCFCommunity Service ................................................................................................................. David A. Sewell Public Relations ....................................................................................................................................Yara T. NashLILI (Leadership in Life Institute) Chair/ LILI Alumni ........ Judy Aguilar-Woertz, CLU, ChFCIFAPAC-Arizona............................................................................................................... Jim L. Bennett, LUTCFAPIC / Associate Membership .....................................................................Michael P. Klein, CFP, MBAProfessional Development/CE/YAT .............................................................David R. Kroll, CLU, ChFC Programs.................................................................................................................Seth J. Krasne, LUTCF, CLTCGovernment Relations ................................................................................................................Tracy L. JonesBusiness Praactices .....................................................................................Michael Sandoval, CLU, ChFCMember Accountability Committee .....................................................................................Phil Solinsky Membership Independent Committee/GAMA ............................................................. Dan Ceschin

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About NAIFA:

Founded in 1890 to advocate for a positive

legislative and regulatory environment, NAIFA

is one of the nation’s oldest and largest

associations representing the interests

of insurance professionals from every

Congressional district in the United States.

8

9

Bennett, JimBobo, JackBrettrager, DianaCassidy, WilliamEibeck, MichaelJones, TracyKroll, DavidLashway, TodLoeffler, Dwight

To become a Sentinel Member, call 480-661-6393Disclaimer - Contributions or gifts to NAIFA-AZ are not tax deductibles as charitable contributions for Federal income tax purposes. However, they may be

tax deductibles under other provisions of the internal revenue code.

Markham, HarryMcBride, BarryNaber, VerlRaines, EverettSewell, DavidSpence, DwightWernecke, Robert

NAIFA-AZ Says “Thank You” to its Sentinel 2013-2014 Members

Sentinel Members are individuals who are willing to go beyond the ordinary, with a monetary contribution to NAIFA Arizona.

Sentinel Members receive recognition at all NAIFA-Arizona events, the website and in the Who’s Who Membership Directory.

N A I F A - A R I Z O N A

sentinelprogram

Elite Sentinel Members

Aguilar-Woetz, JudyBeck, MylesBurr, BradCrerand, ConnieDawson, HaydeeFord, Mike

Sentinel MembersLoos, MarvinMcMurry, DougMerideth, DennisSolinsky, PhilWilson, Cliff

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1957-1958, 1958-59 ................................................................ Allyn Watkins 1959-60 ........................................................................... Charles A. DeLeeuw 1960-61 ...............................................................................Edwin D. McGwire 1961-62 .....................................................................Rulon Rasmussen, CLU 1962-63 ............................................................................. Howard O. Kemper 1963-64 ..................................................................... Robert E. Pope, Jr., CLU 1964-65 ...........................................................................Andrew L. Wolf, CLU 1965-66 .......................................................................Thomas F. Callahan, Jr. 1966-67 ..................................................................Dilworth C. Brinton, CLU 1967-68 ......................................................................................J. Lester Shaffer 1968-69 .........................................................................................Eugene Taylor 1969-70 ................................................................................. Jack E. Bobo, CLU 1970-71 ..................................................................................Tony Ziehler, CLU 1971-72 ........................................................................H. Gordon Farrar, CLU 1972-73 ..................................................................................Earl T. Nagel, CLU 1973-74 ......................................................................... Robert R. Loftus, CLU 1974-75 ......................................................................................... Timothy Ryan 1975-76 ..................................................................Marshall C. Roberts, CLU 1976-77 ................................................................................... Ray Lincoln, CLU 1977-78 ..........................................................................................Peter Zimmer 1978-79 ..................................................................Robert J. Wernecke, CLU 1979-80 .................................................................................Paul M. Sims, CLU 1980-81 ........................................................................... William J. Adler, CLU 1981-82 ..............................................................Robert C. Dougherty, CLU 1982-83 ..............................................................Fred E. Chesebrough, CLU 1983-84 .........................................................................John J. Brooking, CFP 1984-85 ..................................................................................... Dwight Loeffler 1985-86 ................................................................ Verle F. Naber, CLU, ChFC 1986-87 .............................................................Michael Eibeck, CLU, ChFC 1987-88 ................................................... Dennis R. Merideth, CLU, ChFC 1988-89 ........................................................................Gary A. Bomar, LUTCF 1989-90 ............................................................................Marvin D. Loos, CLU 1990-91 ............................................................. James G. Shaw, CLU, ChFC 1991-92 ................................................................. Cliff F. Wilson, CLU, ChFC 1992-93 ...............................................................Jan M. Doughty, CLU, CFP 1993-94 ...........................................................Tod D. Lashway, CFP, LUTCF 1994-95 ..................................................................... Robert T. Bishopp, CLU 1995-96 .....................................Vinod K. Mohindra, LUTCF, CLU, ChFC 1996-97 ................................. Robert J. Westbrook, LUTCF, CLU, ChFC 1997-98 ...................................................................Douglas F. Taylor, LUTCF 1998-99 ........................................................................Barry A. McBride, CLU1999-00 ..........................................................................Myles K. Beck, LUTCF2000-01 ..................................................................Richard J. Thanig, LUTCF2001-02 ........................................................................Jim L. Bennett, LUTCF2002-03 ......................................................... Douglas H. McMurry, LUTCF2003-04 ................................................................................Eugene R. Bentley2004-05 .................................................................Barry A. Cook, CLU, ChFC2005-06 ............................................................................... Henry C. GrosJean2006-07 .......................................................................Lars D. Hansen, LUTCF2007-08 .......................................................William B. Cassidy, CLU, ChFC2008-09 ...................................................................Philip L. Solinsky, LUTCF2009-10 .............................................................Robert A. Bryant Sr., LUTCF2010-2011 .................................................................................David A. Sewell2011-2012 ..........................................Diana Brettrager, CIC, FSS, LUTCF 2012-2013............................................David R. Kroll, CLU, ChFC, LUTCF2013-2014.....................................................................................Tracy L. Jones

NAIFA-ARIZONA PAST PRESIDENTS“To live is not to learn, but to apply.”

LeGouve

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Leading By ExampleJohn J. Brooking, CFP

Chair, NAIFA Political Action Committee

Chair, IFAPAC Candidate Selection Committee

Member, NAIFA Government Relations Committee

•

Jim L. Bennett, LUTCF

NAIFA Political Action Subcommittee

•

Robert J. Wernecke, CLU

Chair, NAIFA Audit Committee

Life Trustee of the American College

Member, American College Executive Committee

•

Tod D. Lashway, CFP

Arizona Guaranty Fund (Life. Disability) Chair

•

Cliff F. Wilson, CLU, ChFC

Secretary, LIFE Foundation Board

•

Marvin D. Loos, CLU

Arizona Department of Insurance Continuing Education Committee

•

Patricia A. Chesebrough, CAE

Executive Liaison

NAIFA IFAPAC Committee

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NAIFA Quality Award2014 Industry Award Winners

FINANCIAL ADVISING AND INVESTMENTS

Mark Derrico Wendy L. Feldman, CLU,ChFC,CASL,CLTC

Tom W. Hannon, CLU, ChFC, CFP, CLTCThomas Hubbard, CLU,ChFC,CFP,CASL

LIFE AND ANNUITIES

Gregory L. Baker, CLU, ChFCScott F. Bennett, CLF

Richard W. BeyerMark A. Bonnett

Brian W. Brooks, CFP, ChFCDustin E. Brutton, CLU

Lyle A. Deo, CLU, ChFC, CLTCBrian A. Fenn

Brian C. GinterStephen B. Horrell, Jr.John M. Hunt, Jr., CLU

Chester H. Jaehnig, FIC, MDRTGary D. Jeffers

Mark W. JohnsonSam Kasper

Matthew J. Klandrud, FICYvonne J. Knaack, CLU

Jeffrey C. Kolzow, RICP, LUTCF, FICF, FICMark D. Larson

David S. Mann, CAS, CFSDennis P. McEvoy, CLU, ChFC, CLTC

Stephen OG Mehr, FICBen B. Miller, CLU, ChFC

Joseph A. Morris, CLU, ChFC, CLTCLeslie Patterson, Jr.James M. Reeves

Susan Barbour Riedel, FIC, CFFMJoseph B. Rinaldo, , CLTC

Neil E. Robbins, CLU, ChFCJason T. Robinson

Mark E. Rowley,Byron Hux Russell, FIC

Joseph W. Scheid, Jr., CLTCPreston G. Schmidt

Andrew M. Shaw, FICOttis H. Smith

Wesley W. StahlerBrett Stein

Chris M. TanjuaquioMichael Kent Welborn, CLU, ChFC, CFP

Chad Wing, CLU, ChFC, CFP, MSFSDarren J. Wright

MULTILINE SALES

Mark DerricoJulie Jakubek, MBAWesley W. Stahler

Tom A. Tatro, FSS, ChFC

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ARIZONA

Advisor of the Year— HALL OF FAME MEMBERS —

1979 *Don A. Seeds, CLU 1980 *Tony Ziehler, CLU 1981 *Dilworth C. Brinton, CLU 1982 *Andy Wolf, CLU 1983 Marshall C. Roberts, CLU 1984 John Van Houten, CLU 1985 *Howard O. Kemper 1986 *Allyn Watkins 1987 Robert J. Wernecke, CLU 1988 John J. Brooking, CFP 1989 Paul M. Sims, CLU 1990 Verle F. Naber, CLU, ChFC 1991 *Joe Ledgerwood 1992 Michael E. Eibeck, CLU, ChFC 1993 Robert C. Dougherty, CLU 1994 Dennis R. Merideth, CLU, ChFC 1995 Marvin D. Loos, CLU 1996 Jack E. Bobo, CLU, FLMI 1997 Seymour Petrovsky, CLU 1998 Tod D. Lashway, CFP, LUTCF 1999 Robert T. Bishopp, CLU 2000 Cliff F. Wilson, CLU, ChFC 2001 Dwight Loeffler 2002 Jack W. Watson, LUTCF 2003 James G. Shaw, CLU, ChFC 2004 Myles Beck, LUTCF 2005 Douglas H. McMurry, LUTCF 2006 *Douglas F. Taylor, LUTCF 2007 Barry A. Cook, CLU, ChFC 2008 Jim L. Bennett, LUTCF 2009 Barry A. McBride, CLU, AEP 2010 Harry E. Markham, LUTCF, CSA 2011 Philip L. Solinsky, LUTCF 2012 Lars D. Hansen, LUTCF 2013 unavailable 2014 Thomas D. Hegna, CLU, ChFC, CASL

*Deceased

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E M A I [email protected]

www.naifa-az.org

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NAIFA-ARIZONA____________

Licensing Preparation &Continuing Education

NAIFA-ARIZONA is pleased to offer self study for those

interested in becoming licensed agents in Arizona. See

www.naifa-az.org for interactive online training or to

purchase study manuals.

Established agents can get continuing education through

360 Training. Go to www.naifa-az.org and click on

Continuing Education, then click on Virtual University. For

any questions call 480-661-6393.

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Christopher Ryan FerrellNAIFA-tucson

Torrey A. “Bud” Kaatz, Jr.NAIFA-Phoenix

Lyle HandNAIFA-West Valley

Tony Ziehler, CLU

NAIFA-TucsonPast NAIFA-Arizona President (1970-71)

Harold ‘Hal’ Alexander, CLU, ChFCNAIFA-Scottsdale

It broke our hearts to lose you,but you didn’t go alone;

For part of us went with you,the day God called you home.

In Loving Memory

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re i f f imageryG R A P H I C D E S I G N

S t e v e R e i f f

6 0 2 . 6 2 5 . 5 9 2 2

w w w . r e i f f i m a g e r y . c o m

communicating

thoughts and emotions

through imagery

In memory of my father,who taught me everything there was

to know about the printing industry andthe most important things in life,

Faith, Family, Friends and hard work.

DAVID SAMUEL REIFF

NAIFA-Arizona, in its heartfelt loss,

will forever miss Dave’s caring

support, creative talents and

professional encouragement in the

25 plus years he assisted in the

publication of the Who’s Who Annual

Membership Directory.

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Advisors Political Involvement Committee

APICNurturing political involvement is the chief responsibility of NAIFA's

Advisors Political Involvement Committee. As a member, your support in becoming part of a

network of agents and advisors is essential to the success of NAIFA's

legislative program.

MISSION STATEMENT

The Mission of APIC• To actively promote the involvement of agents and advisors in the election of

candidates for local, state and national office, consistent with the legislative interests of the NAIFA federation.

• To identify and foster the creation of significant insurance agent and financial advisor relationships with elected officials.

The Objectives of APIC• To identify and develop constituent contacts for all members of Congress.• To involve local association members in federal legislative issues per the

direction of the NAIFA Government Relations Committee.• To encourage local association members to participate in national, state and

local campaign organizations.• To communicate with and educate NAIFA local association members on the

importance of political involvement.• To establish effective communications between constituent contacts and APIC.• To recognize achievement of political involvement and measure results.

Would you like to become involved? Please let us know.

NAME:______________________________________ ASSOCIATION:_______________________

PHONE:___________________EMAIL:____________________________FAX_________________

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IFAPAC-ARIZONAP.O. Box 4728 Scottsdale, AZ 85261

Telephone: (480) 661-6393

Jim L. Bennett, LUTCF Chair

Douglas H. McMurry, LUTCF Vice Chair

Verl F. Naber, CLU, ChFCTreasurer

Patricia Chesebrough, CAE Committee Administrator

INSURANCE & FINANCIAL ADVISORS POLITICAL ACTION CONTRIBUTORS

Arizona At-LargeStephen B. BarteauPatricia A. ChesebroughDeborah Jill MillerLaverne W. SmithAndrew D. Tomlinson

PhoenixMichael AbbateJack G. AlspaughDaniel G. Anstett, Jr.Melissa BartuschW. Craig BergerJack E. BoboBradley B. BurrSusan CarlsonWilliam B. CassidyDaniel A. CeschinJames M. ClaryScott P. CraddockJan M. DoughtyJonathan P. FaganDianne T. Fay

Stephen L. GoodCarrie L. HallMark HessEd KaplanYvonne J. KnaackCharles KolesarJordan T. KosnickDavid R. KrollSonja Mazon RubalcavaBarry A. McBrideJuli Y. McNeelyBen B. MillerDaniel R. MillerAdam H. MosbachLinda R. PatentPhillip C. RichardsAllen L. RothmanPaul M. SabolGary M. SchraufnagelLarry SeamanThomas C. ShultzDwight A. SpenceMichael J. Strati

ScottsdaleGregory M. AndersonAnn M. BeanRonald J. BlauBrian W. BrooksJulianna L. CarmenBarry A. CookJustin P. DahlenHaydee DawsonMichael E. EibeckJodi FordGlen R. GabrielsonEdward B. GrantDennis HamRobert A. HartmanJehangir L. HashimMartin F. HendersonRegina HolmesElayne M. JacksonTracy L. JonesLaura KunewaTod D. LashwayDwight E. LoefflerDavid S. Mann

“We in America do not have government by the majority. We have government by the majority who participate.”

Thomas Jefferson

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INSURANCE & FINANCIAL ADVISORS POLITICAL ACTION CONTRIBUTORS

Harry E. MarkhamMichael E. MarkhamMichelle S. McCroskeySteven T. MindakMichael A. NemgerGary K. NielsenMichael L. NitchenJon R. O’NealGunther PerdomoMichael E. PintaDonald W. PoppeMindy S. ReyesSusan B. RiedelGregory RyanJon C. ShawlGinny SparksD. Winston VineyardRobert J. WerneckeMark H. Woods

TucsonMichael P. BarkerMyles K. BeckDiana BrettragerMarcus D. CarreonJerlynne L. DavisShelley DeBloisJohn R. Decker, Jr.Lyle A. DeoKimiko J. DonahueAllen G. EkmanChaz ElstenRichard H. FanconMaria FrisbyStacey Himes D’AntonioJuan F. Ibarra

Seth J. KrasneWilliam MayfieldConnie Jo McAdamsStephen R. McNeelyDennis R. MeridethJeanie MeridethMatthew R. NelsonTiana F. RonstadtMichael A. SandovalPhilip L. SolinskyBrett SteinTom A. TatroDaniel P. ToalThomas R. Vetrano

East ValleyJudy P. Aguilar-WoertzCarmelo I. AlvarezJeff D. BarraSusan M. BeyerNancy L. BocklerJohn J. BrookingDale L. ChittendenDaniel E. Del VillarAndrew G. DzurinkoSteven J. EdmanDan D. FerrinVandy FordLars D. HansenThomas D. HegnaRob HellerThomas HubbardJulie JakubekMichael P. KleinJeff A. KlusmannDonna V. Kohlhase

Douglas H. McMurryScott D. Mecham Jr.Kevin J. MichaelsJoseph A. MorrisAlan SapakieCliff F. WilsonWilliam J. WiseKenny Ziegler

West ValleyJim BennettRobert A. Bryant Sr.Constance M. CrerandJoseph E. Crerand Jr.Mike FordPaul E. FordStephen R. GoucherC. Don HastingsGeorge O. HendersonChris S. KellyYvonne J. KnaackMark W. McFaddenVerl F. NaberDavid A. Sewell

YumaDavid C. DeGiorgioTony c. FelixCarmen T. GreenDavid J. MontoyaYara T. NashNarci R. RiosDavid M. SchumanGary L. SmithArthur Ivan Swanson

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Name District Party Email Room Phone (602) Fax (602)________________________________________________________________________

Ed Ableser 26 D [email protected] 303A 926-4118 417-3224Nancy Barto 15 R [email protected] 307 926-5766 417-3261Carlyle Begay 7 D [email protected] 315 926-5862 417-3099Andy Biggs 12 R [email protected] 205 926-4371 417-3022David Bradley 10 D [email protected] 313 926-5262 926-3429Judy Burges 22 R [email protected] 302 926-5861 417-3104Olivia Cajero Bedford 3 D [email protected] 314 926-5835 417-3262 Alice Crandell 6 R 304 926-5409 417-3105Andrea Dalessandro 2 D [email protected] 312 926-5342 417-3169Adam Driggs 28 R [email protected] 212 926-3016 417-3007 Majority WhipSteve Farley 9 D [email protected] 311 926-3022 417-3128David Farnsworth 16 R [email protected] 304 926-3020 417-3119Steve Gallardo 29 D [email protected] 313 926-5830 417-3268 Minority WhipGail Griffin 14 R [email protected] 300 926-5895 417-3025 President Pro TemporeKatie Hobbs 24 D [email protected] 308 926-5325 417-3136Jack Jackson Jr. 7 D Resigned on 7/12/2013 Leah Landrum Taylor 27 D [email protected] 315 926-3830 417-3148Linda Lopez 2 D Resigned on 1/13/2014 John McComish 18 R [email protected] 212 926-5898 417-3020 Majority LeaderBarbara McGuire 8 D [email protected] 314 926-5836 417-3131Al Melvin 11 R [email protected] 303 926-4326 417-3159Robert Meza 30 D [email protected] 311 926-3425 417-3114Rick Murphy 21 R [email protected] 305 926-4444 417-3009Lynne Pancrazi 4 D [email protected] 213 926-3004 417-3179 Assistant Minority LeaderSteve Pierce 1 R [email protected] 301 926-5584 417-3101Michele Reagan 23 R [email protected] 303 926-5828 417-3255Don Shooter 13 R [email protected] 200 926-4139 417-3024Anna Tovar 19 D [email protected] 213 926-3392 417-3013 Minority LeaderKelli Ward 5 R [email protected] 306 926-4138 417-3165Bob Worsley 25 R [email protected] 310 926-5760 417-3091Steve Yarbrough 17 R [email protected] 309 926-5863 417-3258Kimberly Yee 20 R [email protected] 302 926-3024 417-3110

Arizona Legislature - Senate

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Name District Party Email Room Phone (602) Fax (602)__________________________________________________________________________

John Allen 15 R [email protected] 131 926-4916 417-3150Lela Alston 24 D [email protected] 332 926-5829 417-3115Brenda Barton 6 R [email protected] 111 926-4129 417-3010Sonny Borrelli 5 R [email protected] 310 926-5051 417-3003Paul Boyer 20 R [email protected] 309 926-4173 417-3153Kate Brophy McGee 28 R [email protected] 304 926-4486 417-3170Chad Campbell 24 D [email protected] 320 926-3026 417-3037 Minority LeaderMark A. Cardenas 19 D [email protected] 122 926-3014 417-3048Heather Carter 15 R [email protected] 303 926-5503 417-3107Demion Clinco 2 D [email protected] 118 926-4089 417-3029Doug Coleman 16 R [email protected] 308 926-3160 417-3151Lupe Chavira Contreras 19 D [email protected] 323 926-5284 417-3106Jeff Dial 18 R [email protected] 110 926-5550 417-3120Juan Carlos Escamilla 4 D [email protected] 126 926-5872 417-3112Karen Fann 1 R [email protected] 316 926-5874 417-3001Eddie Farnsworth 12 R [email protected] 302 926-5735 417-3122Thomas Forese 17 R [email protected] 113 926-5168 417-3021Rosanna Gabaldón 2 D [email protected] 117 926-3424 417-3129Sally Ann Gonzales 3 D [email protected] 116 926-3278 417-3127Doris Goodale 5 R [email protected] 313 926-5408 417-3103David M. Gowan Sr. 14 R [email protected] 206 926-3312 417-3130 Majority LeaderRick Gray 21 R [email protected] 219 926-5993 417-3225 Majority WhipAlbert Hale 7 D [email protected] 129 926-4323 417-3160Lydia Hernández 29 D [email protected] 119 926-3376 417-3176John Kavanagh 23 R [email protected] 114 926-5170 417-3108Adam Kwasman 11 R [email protected] 344 926-5839 417-3026Jonathan Larkin 30 D [email protected] 124 926-5058 417-3015Debbie Lesko 21 R [email protected] 222 926-5413 417-3109David Livingston 22 R [email protected] 341 926-4178 417-3154Phil Lovas 22 R [email protected] 130 926-3297 417-3004Stefanie Mach 10 D [email protected] 125 926-3398 417-3126Debbie McCune Davis 30 D [email protected] 322 926-4485 417-3014Juan Mendez 26 D [email protected] 120 926-4124 417-3017Javan “J.D.” Mesnard 17 R [email protected] 220 926-4481 417-3152 Speaker Pro Tempore

Arizona Legislature - House

23

Name District Party Email Room Phone (602) Fax (602)________________________________________________________________________

Eric Meyer 28 D [email protected] 334 926-3037 417-3111 Minority WhipCatherine H. Miranda 27 D [email protected] 329 926-4893 417-3116Darin Mitchell 13 R [email protected] 307 926-5894 417-3012Steve Montenegro 13 R [email protected] 218 926-5955 417-3168Norma A. Muñoz 27 D [email protected] 325 926-3042 417-3117Justin Olson 25 R [email protected] 306 926-5288 417-3161Ethan Orr 9 R [email protected] 337 926-3235 417-3030Lisa Otondo 4 D [email protected] 123 926-3002 417-3124Jamescita Peshlakai 7 D [email protected] 333 926-5160 417-3002Warren Petersen 12 R [email protected] 345 926-4136 417-3222Justin Pierce 25 R [email protected] 112 926-5495 417-3019Frank Pratt 8 R [email protected] 223 926-5761 417-3023Martín J. Quezada 29 D [email protected] 324 926-5911 417-3171Bob Robson 18 R [email protected] 217 926-5549 417-3157Macario Saldate IV 3 D [email protected] 115 926-4171 417-3162Carl Seel 20 R [email protected] 330 926-3018 417-3006Andrew Sherwood 26 D [email protected] 121 926-3028 417-3038T.J. Shope 8 R [email protected] 338 926-3012 417-3123Steve Smith 11 R [email protected] 335 926-5685 417-3167Victoria Steele 9 D [email protected] 318 926-5683 417-3147David W. Stevens 14 R [email protected] 312 926-4321 417-3146Bob Thorpe 6 R [email protected] 331 926-5219 417-3118Andy Tobin 1 R [email protected] 221 926-5172 417-3085Kelly Townsend 16 R [email protected] 342 926-4467 417-3018Michelle Ugenti 23 R [email protected] 339 926-4480 417-3155Bruce Wheeler 10 D [email protected] 321 926-3300 417-3028 Assist. Minority Leader

Arizona Legislature - House

continued

24

Were You There?Capitol Hill Day

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Were You There?ContinuingEducation

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Were You There?Poker Tournament

29

SPONSORS

CLIFF WILSON - East Valley

30

Were You There?SoftballTournament

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Left to right:

Paul Ford, NAIFA-West ValleyRegina Holmes, CLU, ChFC – NAIFA-Scottsdale

Melissa Bartusch – NAIFA-PhoenixSusan Carlson – NAIFA-Phoenix

Juan Ibarra – NAIFA-TucsonJudy Aguilar-Woertz, LUTCF, ChFC, CASL – LILI Moderator

“NAIFA-Arizona is proud of the 2014 Leadership in Life Institute (LILI) Graduates”

LILI – Advancing the highest standard of leadership thinking.

LILI - Advancing the highest standard of leadership thinkingFor more information, visit www.naifa.org/lili or contact

NAIFA-Arizona, [email protected] for enrollment opportunities.

LILI is truly a life changing experience! During the six month sessions; you will clarify so much in both your professional and personal life! It’s amazing!

Judy Aguilar-Woertz

®

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LILI - Advancing the highest standard of leadership thinkingFor more information, visit www.naifa.org/lili or contact

NAIFA-Arizona, [email protected] for enrollment opportunities.

LILI is truly a life changing experience! During the six month sessions, you will clarify so much in both your professional and personal life! It’s amazing!

Judy Aguilar-Woertz, ChFC, LUTCF, CASL

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35

NAIFA-AZ and Locals Christmas Toy Drive for Angel Mamas

Angel Mama’s Toy Wish List 1.� The original Connect Four game 2.� Small Lego sets 3.� Lego Hero Factory sets 4.� Matchbox cars 5.� Action Figures 6.� Princess Plastic figureees 7.� Toys R Us Gift Cards 8.� Plastic Farm Animals 9.� Watercolor Paints 10.�8 count Crayola markers 11.�Michaels Gift Cards 12.�Little Pony items 13.�Hello Kitty items 14.�Plastic Baby Dolls 15.�Infant Toys 16.�Plastic Tools Sets 17.�Small CD Player 18.�Uno Cards 19.�Silly Putty 20.�Operation Sponge Bob game 21.�Coloring Books 22.�Soft Baby Dolls 23.�TEEN ITEMS: Gift cards for movies, restaurants, arts and crafts,

and Beauty Products

NAIFA-Arizona 2014-15 Community Service Program:

Toy Drive for Angel Mamas Contact: 480-661-6393 to donate

36

37

Advertiser’sSectionPlease support our supporters!

37

38

AMERICAN SAVINGS LIFE INSURANCE COMPANY

offers its niche products exclusively through a limited number of directly

appointed independent financial advisors:

Our Niche is: Annuities: Highest fixed rates/payouts! Life Ins: Highest dividend & cash value rates! Easy to understand products.

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Our Products Include: Fixed Deferred Annuities (NOT Indexed) Immediate Income Annuities Participating Whole Life Insurance Juvenile Whole Life Insurance

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AMERICAN SAVINGS LIFE INSURANCE COMPANY is a 60 year old Arizona domiciled

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: Financial StrengthWe are proud to have a significantly stronger Solvency Ratio and Balance Sheet, dollar for dollar, than almost all other life insurance companies. Check us out!

: We offer whole life insurance and Distributionfixed annuity products exclusively through a limited number of directly appointed independent financial advisors.

: We invite you to learn more about our Learn MoreCompany and our products at:

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480-835-5000 x307

935 E. Main Street, Mesa, Arizona 85203

480-835-5000 | 800-880-2112 www.AmericanSavingsLife.com

40

COUNTRY Financial® congratulates the following financial representatives for

being a member of NAIFA

0914-617HO

Diana BrettragerChris GurtonMike Halliday

Richard KisthardtScott Nasca

Larry NeidichScott BennettMindy Reyes

Heather Guzman-KeslichMark Pinter

Tom ZavagliaMichael Geuda

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Phoenix Premier Full Service Glass Company

Serving the Valley since 1991

ALL TYPES OF GLASS FREE Estimates & In-Home Consulting

602-437-2378 5049 N. 7th Ave, Phoenix

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AutomotiveMobile Service Insurance Approved Certified Installers

ResidentialTable Tops

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B E S T G L A S S

CommercialStorefronts Commercial Doors Bullet Resistant

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MassMutual is here for you. Our broad portfolio and proven expertise will give your business the tools to help it thrive – today and for the long-term.

COMPETITIVE PRODUCTS• Life Insurance

– A comprehensive product portfolio, including Whole Life, Universal Life, Variable Universal Life1, Term Life and Survivorship Life

• Disability Income Insurance– Individual DI Insurance or Multi-Life– BOE and Buy Sell– Protect ability to save for retirement

• Long-Term Care Insurance– SignatureCare® 500

• Annuities – Offering two Fixed Deferred Annuities– Single Premium Immediate Annnuity (SPIA)– Flexible Premium Deferred Income Annuity

INDUSTRY EXPERTISE• Estate Analysis & Business Planning • Charitable Gifting Plans• Business Succession Planning • Executive Benefit Plans

Jeff Dollarhide is a proud sponsor of NAIFA Phoenix, NAIFA Scottsdale, Southwest Autism Research & Resource Center- SARRC, The Greater Southwest Chapter CMAA, Arizona Latin-American Association - ALMA, The Hispanic Chamber of Commerce, Central Arizona Estate Plan Coun-cil, Junior Achievement, Phoenix Business Journal 40 Under 40 and Best Places to Work and Easter Seals.

IT’S PERSONAL.BROKERAGE IS MORE THAN BUSINESS.

To learn more, contact:Sue KurajaAgency Brokerage Director17550 N. Perimeter Drive, Suite 450Scottsdale, AZ 85255Cell: 480-300-9822Office: [email protected]

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Insurance products issued by MassMutual, Springfield, MA 01111-0001 and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company, Enfield, CT 06082. 1To offer or sell MassMutual and subsidiary company variable products, producers must be registered representatives of MML Investors Services, LLC, 1295 State Street, Springfield, MA 01111-0001, or a broker-dealer that has a selling agreement with MML Distributors, LLC. All products are offered by Massachusetts Mutual Life Insurance Company, 1295 State Street, Springfield, MA 01111-0001. The products may not be available in all states. Product listing accurate as of 9/2/14. CRN201602-180075

LIFE INSURANCE + RETIREMENT/401(K) PLAN SERVICES + DISABILITY INCOME INSURANCE LONG TERM CARE INSURANCE + ANNUITIES

44

SightCare, Inc. Arizona’s Premier Vision Plan

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Call Today for a Quote

Or Broker Information Packet (480) 961-1702 - Phone

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Vincent Hayes, Vice President of Managed Care [email protected]

or Mike Sarver, Marketing Sales Representative

[email protected]

www.sightcareaz.com

45

It’s like rocket science.

Deciphering the complex and ever-evolving landscape of an unpredictable financial climate requires smart planning. At Highland Capital Brokerage, we work with your insurance agent or financial planner to create a detailed and comprehensive strategy to help get you where you want to be, when you want to be there.

As a leading provider of executive, business and estate planning, and wealth transfer solutions, we offer access to the world’s top carriers across life insurance, annuities, disability income, and long term care. By working with us, your financial advisor gains access to our skilled CPAs, tax attorneys, underwriting experts, and advanced marketing specialists, all seeking to deliver brilliant results for you.

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Joe PresuttiManaging [email protected]

Dave Hill, CLU, ChFCSales Vice [email protected]

Matt Workman, CLUSales Vice [email protected]

Steve Moore, CLUSales Vice [email protected]

Securities and Investment Advisory Services may be offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. Highland Capital Brokerage and NFPAS are not affiliated. 128408

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Mike has the ability to explain and teach you, in an informative and easy to understand style, the ins and outs of all types of estate planning options.

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For over four decades Mike Moloney has worked with legal and financial professionals developing custom and

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Ask about our wholesale prices available to NAIFA members.

Premier DocumentsDOCUMENT SERVICES & ESTATE PLANNING SOLUTIONS

He can help you choose which personalized solutions are best suited for your clients.

k

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49

7047 E Greenway Parkway • Suite 250 • Scottsdale, AZ 85254

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Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.Clary Executive Benefits LLC is owned and operated independently from M Holdings Securities, Inc.

• Over 30 years experience in the highly specialized field of executive benefits• Former head of one of the country’s largest executive benefit firms• Client engagements ranging from the Fortune 10 down to privately held companies

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51-1

4

For 75 years, we have been helping take care of Arizonans. We focus on the health of our members

and the well-being of the communities in which they live. That’s why we’re proud to support

NAIFA and the work they do to foster a strong and thriving business climate

now and far into the future.

Committed to a

strong and healthy

ArizonA

51

Masters of Our Craft

Shaping and Delivering Relevant SolutionsAs masters of the art and science of life insurance, we take the time to understand

the different and evolving needs of individuals, families and small businesses. We

continuously advance and apply our expertise and experience to align the right

solutions and deliver as promised, each and every time.

To do so, we work with our trusted financial professionals to unlock the complete

value of life insurance — providing the protection your clients need, helping

them reach their lifetime goals and making great things possible. We have always

delivered as promised.

Discover what’s possible.Call us at 1-800-818-8184 (option 9) or visit us at www.pennmutual.com/whypml to learn more about Penn Mutual and our Producer Value Commitment.

Ashley Allen

Cambridge Financial Services

2450 S. Gilbert Road, Suite 100

Chandler, AZ 85286

Email: [email protected]

Phone: 480-219-8522

© 2013 The Penn Mutual Life Insurance Company, Philadelphia, PA 19172 www.pennmutual.com 10/13 | A3CM-1008-05E2

52

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AFN42815

Insurance products and services offered by Mutual of Omaha Insurance Company or one of its affi liates. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.

Insure Your PossibilitiesInsure Your Possibilities®®

Insurance. Retirement. Investments.

Phoenix Division Offi ceDaniel A. Ceschin, General Manager3200 East Camelback, Ste. 190Phoenix, AZ 85018

Phone: 602-265-8223www.phoenixdo.com

54

Arizona's Best Service & Commissions for Annuity & Life Insurance Sales

Serving Arizona Agents, Agencies and Marketing Firms Since 1994

800.523.5851www.unkefer.net

Case Design • Marketing Assistance • Lead Generation • Incentive Trips • Expertise •

Problem Solving

Let our office be an extension of yours.

C

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NAIFA-half-page.pdf 1 9/17/14 9:51 AM

Congratulations to Tracy L. Jones

President of NAIFA-Arizona

2013-2014

Ernest J. Jones Assoc., Inc.

Retirement Plan Specialists

Call us for a complimentary consultation (480) 361-1334 phone www.ejonesassoc.com 9825 E. Bell Rd, Ste 120, Scottsdale, AZ 85260

55

Barry A. McBridePresident - Sun Cornerstone Group

602.808.9008, ext. 21

Barry A. McBridePresident - Sun Cornerstone Group

602.808.9008, ext. 21

Gerber Life Guaranteed Life InsuranceTurn your time and efforts into profitable business with Gerber Life’s Guaranteed Life product solution for your clients.

Product Overview• Issue ages 50-80• $5,000 to $25,000 face amounts• No medical exam and No health questions• Over the phone sales are available!

For more information contact:Michelle Chandler, Life Sales and Marketing DirectorAIM Marketing, 602-224-8000 ext. 18 [email protected]

Life insurance underwritten by Gerber Life Insurance Company, White Plains, NY 10605. Guaranteed Life is issued in all states except MT. May not be available in all states at all ages and amounts. This policy contains reductions, limitations and exclusions, including a graded death benefit limitation during the first two years of policy ownership. Policy Form Series ICC12-GWLP and GWLP-12. For Financial Professional Use Only.

AD-002 (1014)

56

acronyms AALU Association for Advanced Life Underwriting ACLI American Council of Life Insurance ALHA Association of Life & Health Administrators CAP Chartered Advisor in Philanthropy CASL Chartered Advisor for Senior Living CIC Certified Insurance Counselor CEBS Certified Employee Benefits Specialist CFP Certified Financial Planner ChFC Chartered Financial Consultant CLF Chartered Leadership Fellow CLU Chartered Life Underwriter CLTC Certified Long Term Care CPCU Chartered Property & Casualty Underwriter CSA Certified Senior Advisor FINRA Financial Regulatory Authority FLMI Fellow Life Management Institute FSS Financial Services Specialist GAMA General Agents and Managers Association/International HIAA Health Insurance Association of America IAFP International Association for Financial Planning LIMRA Life Insurance Marketing and Research Association LOMA Life Office Management Association LTCP Long Term Care Professional LUTC Life Underwriters Training Council LUTCF Life Underwriters Training Council Fellow MDRT Million Dollar Round Table MSFS Masters of Science in Financial Services NAHU National Association of Health Underwriters NAIC National Association of Insurance Commissioners NAIFA National Association of Insurance and Financial Advisors NAIFAPAC NAIFA Political Action Committee NQA National Quality Award NSAA National Sales Achievement Award REBC Registered Employee Benefits Consultant RFC Registered Financial Consultant RHU Registered Health Underwriter RIA Registered Investment Advisor RICP Retirement Income Certified Professional SEC Securities and Exchange Commission TOT Top of the Table (MDRT)

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NAIFA arizona at-large

For information callNAIFA - Arizona 480-661-6393.

Patricia A. Chesebrough, CAE

O F F I C E R S–––––––––––––––––––––––––––––––––––––––––––––––––––––––

President Michael A. Sandoval, CLU, ChFC

President-Elect Mike Ford

Vice President Seth Krasne, LUTCF, CLTC

Secretary David R. Kroll, CLU, ChFC

Treasurer David R. Kroll, CLU, ChFC

National Committee Chair Jim L. Bennett, LUTCF

Immediate Past President Tracy Jones

AZ AT-LA

RGE

www.naifa-az.org

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ADelia AguirreFarmers Insurance Group813 W. Elliot Road #3Chandler, 85225 / [email protected]

Bianca ApackLiberty Mutual2510 W. Dunlap Avenue #126Phoenix, 85021 / [email protected]

BWilliam F. BabbBabb Financial Group2380 N. Oakmont Dr.Flagstaff, 86004 / [email protected]

Wendy BakerFarm Bureau3518 N. Irving StreetKingman, 86409 / [email protected]

Stephen B. Barteau, LUTCFAmerican National813 Cove Parkway #103Cottonwood, 86326 / [email protected]

CJames ChernekAmerican Family9240 W. Union Hills Drive #101Peoria, 85383 / [email protected]

Patricia A. Chesebrough, CAE NAIFA - ArizonaP.O. Box 4728Scottsdale, 85261 / (480) 661-6393 [email protected]

ETom ElmsThe Thomas Group511 S. 2nd AvenueSafford, 85546 / [email protected]

David EscarcegaStrategic Financial Partners4939 West Ray Road #4-331Chandler, 85226 / [email protected]

FGregg FendleyGregg Fendley / Benefits Inc.940 N. Switzer Canyon Dr.Flagstaff, 86001 / [email protected]

Archie FisherNorth American Life1702 W. Shangri La Road Unit 4Phoenix, 85029 / [email protected]

Lisa FuhrmanSelect Insurance & Financial Services2150 N. Kiowa Blvd. #B106Lake Havasu City, 86403 / [email protected]

HHonorio HernandezStrategic Insurance8310 E. McDonald Drive #8106Scottsdale, 85250 / 480-227-1878

Robert HessInSphere Insurance Services7150 E. Camelback Road #310Scottsdale, 85251 / [email protected]

JNoreen Johnson, LUTCFJohnson Insurance Services299 Van Deren Road #1Sedona, 86336 / [email protected]

KBob KeeperInsurYourAssets39050 N. Spur Cross RoadCave Creek, 85331 / [email protected]

Hyun KimHyun C. Kim Insurance Agency3150 S. Gilbert Road #102Chandler, 85286/[email protected]

Michael KosseLiberty Mutual10304 N. Hayden Road #130Scottsdale, 85258 / [email protected]

LLarry Lambert, CLU, CFP, RFCThe LBL Group4281 Katella Ave., Suite 221Los Alamitos, CA 90720 / [email protected]

Nicole LessardIndependent Health Insurance724 W. Orchard WayGilbert, 85233/[email protected]

MMichael J. McAndrewSpringberg McAndrew Financial430 El Camino WayLake Havasu City, 86403 / [email protected]

Deborah J. MillerState Farm Insurance1600 McCulloch Blvd., Suite 1BLake Havasu City, 86403 / [email protected]

Valerie MowersLiberty Mutual10304 N. Hayden Road #130Scottsdale, 85258 / [email protected]

NDeana M. NelsonState Farm3880 Stockton Hill Road, #106Kingman, 86409 / [email protected]

º at-large º at-large º

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º at-large º at-large ºJohn R. NygrenSpringberg McAndrew Financial430 El Camino WayLake Havasu City, 86403 / [email protected]

OAnthony OlsonStrategy Financial Group3200 E. Camelback Road #285Phoenix, 85018/[email protected]

PJohn PetrilloSenior Lifestyle Solutions8125 N. 23rd Avenue #222Phoenix, 85021 / [email protected]

Robert PicoState Farm770 E. White Mountain Blvd. #100Pinetop, 85935 / [email protected]

James PlemonsJim Plemons Agency9449 N. 90th Street #110Scottsdale, 85258/[email protected]

RAndrew RafalStrategy Financial Group3200 E. Camelback Road #285Phoenix, 85018/[email protected]

Barbara RathbunIndependentP. O. Box 30310Mesa, 85275 / 480-655-1091

James ReganThe BDA Wealth Group5050 N. 40th Street #205Phoenix, 85018 / [email protected]

Randy RondbergNation’s First Financial6402 E. Superstition Springs Blvd. #110Mesa, [email protected]

Donald RosalezM.A.S. Group121 E. Birch Street #404Flagstaff, 86001 / [email protected]

SBrian Springberg, CFPSpringberg McAndrew Financial430 El Camino WayLake Havasu City, 86403/928-855-9421

Daryl S. Stern, LUTCFGuardian11445 E. Via Linda #2611Scottsdale, 85259/[email protected]

TAndrew D. TomlinsonAndy Tomlinson & Associates824 Valley St.Prescott, 86305 / (928) [email protected]

Cathy Trent, CLU, ChFC, CASLState Farm233 N. Alarcon StreetPrescott, 86301 / [email protected]

WKatherine Wagner, CLU, CPCU, ChFCB-On The Obvious, Inc.8 West Vernon AvenuePhoenix, 85003/[email protected]

Errol WallAAA Arizona2375 E. Camelback Road #500Phoenix, 85016 / [email protected]

Scott WinterLiberty Mutual3530 S. Val Vista Drive #111Gilbert, 85297/[email protected]

YGinger E. YazakIndependent7602 N. Sierra Vista Dr.Lake Havasu City, 8640/[email protected]

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A L P H A B E T I C A L C O M P A N Y L I S T I N GIndependentsChesebrough, Patricia A.Fendley, GreggFuhrman, Lisa R.Johnson, NoreenKeeper, BobKim,HyunLambert, LarryRathbun, BarbaraTomlinson, Andrew D.Yazak, Ginger E.

AAA ArizonaWall, Eric

American FamilyChernek, James

American NationalBarteau, Stephen B.

Babb Financial GroupBabb, William F.

B-On The ObvioousWagner, Katherine

Farm BureauBaker, Wendy

Farmers Insurance GroupAguirre, DeliaPlemons, James

GuardianStern, Daryl S., LUTCF

Independent Health InsuranceLessard, Nicole

InSphere Insurance SolutionsHess, Robert

Liberty MutualApack, BiancaKosse, MichaelMowers, ValerieWinter, Scott

M.A.S. GroupRosalez, Donald

Nation’s First FinancialRondberg, Randy

North American LifeFisher, Archie

Senior LifeStyle SolutionsPetrillo, John

Springberg McAndrew FinancialMcAndrew, Michael J.Nygren, John R.Springberg, Brian

State FarmMiller, Deborah J.Nelson, Deana M.Pico, RobertTrent, Cathy, CLU, ChFC

Strategic Financial PartnersEscarcega, David

Strategic InsuranceHernandez, Honorio

Strategy Financial GroupOlson, AnthonyRafal, Andrew

The BDA Wealth GroupRegan, James

The Thomas GroupElms, Tom

º at-large º at-large º

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it’s always been about

1001097.1

statefarm.com®

Like a good neighbor, State Farm is there.®

We know there is nothing more important than being there when it matters most. That’s why State Farm is proud to support the

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BEING THERE

63

NAIFA

O F F I C E R SPresident Donna Kohlhase, CLU, ChFC, CASL President-Elect Secretary/Treasurer Vandy FordImmediate Past President Joseph Morris, CLU, ChFCNational Committee chairman Lars Hansen, LUTCF

D I R E C TO R SDale L. Chittenden Carmelo Alvarez, CLU, ChFC, CLFAndy Dzurinko, CLU, ChFC Jeff Barra

NAIFA-East ValleyBetty Hartnett, CLU, FLMI3030 E. Ocotilla Lane, Phoenix, AZ 85028602-317-4438 Fax 602-305-9830 [email protected]

C O M M I T T E E C H A I R P E R S O N SPrograms Andy Dzurinko, CLU, ChFCMembership Joseph Morris, CLU, ChFCGovernment Relations & APIC Carmelo Alvarez, CLU, ChFC, CLF Professional Development Jeff BarraIFAPAC Dale L. ChittendenBusiness Practices Joseph Morris, CLU, ChFCAdvertising/Sponsorships Vandy FordNewsletter Betty Hartnett, CLU, FLMI

Donna Kohlhase, CLU, ChFC, CASL 490-396-2140

east valleywww.naifaeastvalley.org

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ARonald P. Adams, JDHoopes, Adams & Alexander, PLC2410 W. Ray Rd., Ste. 1Chandler, 85224 / [email protected]

Judy P. Aguilar-Woertz, LUTCF, ChFC, CASLState Farm Insurance8601 S. Priest Dr., Suite 101Tempe, 85284 / [email protected]

Ashley AllenPenn Mutual/Cambridge Financial Services2450 S. Gilbert Rd., Ste 100Chandler 85286 / 480 [email protected]

Carmelo Alvarez, CLU, ChFC, CLFState Farm Insurance Companies2700 S. Sunland DriveTempe 85282 / [email protected]

Michael A. Anastos, LUTCF, CLU, ChFCFarmers Insurance Group1435 E. Guadalupe Rd.Tempe, 85283 / [email protected]

Mark Anderson, LUTCFState Farm Ins. Co.3102 E. Turnbury Dr.Gilbert, 85298 / [email protected]

Rick AussprungThrivent Financial for Lutherans2941 N. Power Rd., #105Mesa, 85215 / [email protected]

Donald AyersAmerican Savings Life Ins. Co.935 E. Main St.Mesa, 85203 / [email protected]

BMark W. BagnallThe Bagnall Company1345 E. Chandler Blvd., Bldg 1, Ste. 103Phoenix, 85048 / [email protected]

Jeff BarraNew York Life10850 N. Scottsdale Rd, Ste 400Scottsdale 85250 / [email protected]

Annette Bau, CFPP O Box 13728Tempe, 85284 / [email protected]

Barbara A. BentleyAmerican National Ins. Co.4625 S, Lakeshore DrTempe, 85252 / [email protected]

Michael BivensNorthwestern Mutual2121 W. Chandler Blvd., #108Chandler, 85224 / [email protected]

Alan M. BlakerSenior Consultants, LLC2345 S. Alma School Rd., Suite 106Mesa, 85210 / [email protected]

Nancy L. Bockler, CLU, ChFC, LUTCF, CASLState FarmP O Box 22020Tempe 85285 / [email protected]

Mark BonnettNorth Star Resource Group4645 N. 32nd St., #200Phoenix, 85018 / [email protected]

Paul Bopp2741 E. County Down Dr.Chandler, 85249 / [email protected]

Tom Bradford, MBAP O Box 21406Mesa, 85277 / [email protected]

Dilworth C. Brinton, Jr., CLU, CHFCNew York LifeP.O. Box 324Mesa, 85211 / [email protected]

John J. Brooking, CFPJohn J. Brooking & Associates, Inc.8905 S. Heather Dr.Tempe, 85284 / [email protected]

Dustin Brutton, CLUNorthwestern Mutual2121 W. Chandler Blvd., #108Chandler 85224 / [email protected]

Katinka Meijerink BrysonState Farm Insurance Companies2700 S. Sunland DriveTempe, 85282 / [email protected]

Patric S. Buchanan, FICThrivant Financial for Lutherans2941 N. Power Rd., Ste 105Mesa, 85234 / [email protected]

Raymond T. BurdenCambridge Financial Center2450 S. Gilbert Rd, St. 100Chandler 85286 / [email protected]

William BurrowsFarm Bureau Fin. Svcs/Burrows Agcy, Inc.21321 E. Ocotillo Rd, B105San Tan Valley, 85142 / [email protected]

CAndy T. CarrilloState Farm Insurance Companies4707 E. Southern AvenuePhoenix, 85040 / [email protected]

Thomas L. Casella, LUTCF, ChFCThe TLC Prosperity Group1042 N. Higley Rd, Ste 102-411Mesa 85205 / [email protected]

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Dale L. ChittendenThe Chittenden Group3821 E. Indian School RdPhoenix, 85018 / [email protected]

John B. ChristiansenThrivent Financial for Lutherans430 W. Warner Rd, Ste 124Tempe 85284 / [email protected]

J. Brandon ClarkeInsphere/Beneficial Life2450 S. Gilbert Rd., Ste 100Chandler, 85286 / [email protected]

William ClaytorFarmers Insurance1820 E. Ray Rd., A201Chandler, 85225 / [email protected]

Sharon ClementeThe Clemente AgencyP O Box 53Higley, 85236 / [email protected]

JR CouchFarmers Insurance Group2111 E. Baseline Road, Suite F2Tempe, 85283 / [email protected]

Larry D. Craver, CLUAllstate Financial Services1001 W. Southern Ave., Ste 202Mesa, 85210 / [email protected]

Kevin CunninghamState Farm Ins. Co.8601 S. Priest Dr., #101Tempe 85284 / [email protected]

DGary A. DavisFarmers InsuranceP.O. Box 847 Chandler, 85244 / [email protected]

Daniel E. Del Villar, FICF, LUTCFKnights of Columbus4809 E. Thistle Landing, Ste 100Phoenix 85044 / [email protected]

Mark DerricoCountry Financial/Tri City2470 W. Rey Rd, #3Chandler, 85224 / [email protected]

Andrew G. Dzurinko, CLU, ChFCAmerican United Life2177 E. Warner Rd, Ste 102Tempe, 85284 / [email protected]

ESteven J. Edman, LUTCFHorace Mann - Steven Edman Agency1166 E. Warner Rd, Ste 101Gilbert 85296 / [email protected]

FLisa R. Fairbanks, LUTCFFarm Bureau Ins. Services325 S. Higley Rd, Ste 100Gilbert 85296 / [email protected]

Wendy L. Feldman, CLU, ChFC, CASLNew York Life2380 W. Ray Rd., Suite 2Chandler, 85224 / [email protected]

Dan D. Ferrin, FIC, FICFModern Woodmen of America3707 E. Southern Ave., #2034Mesa, 85206 / [email protected]

Sharon Fillman, CLU, ChFCState Farm - Sharon Fillman Insurance3364 E. Williams Field Rd, Ste 102Gilbert, 85295 / [email protected]

Paul A. FloresFarmers Insurance Group1345 E. Main Street, Suite 109Mesa, 85203 / [email protected]

Vandy FordState Farm6938 E. Parkway Norte, #2Mesa, 85212 / [email protected]

Danny Fuentes, ChFC, LUTCFCountry Financial1423 S. Higley Rd, Bldg 3, Ste 106Mesa 85206 / [email protected]

GHoward T. GaleHoward T. Gale & Associates Inc.1629 E. Garnet., P.O. Box 2335Mesa, 85214 / [email protected]

Bert H. Goldberg, CLULifeMark Securities Corporation10031 S. 49th St.Phoenix 85044 / [email protected]

Kathryn GrimcoFirst Guaranty Financial4140 E. Baseline Rd, Ste 101Mesa 85206 / [email protected]

Heather Guzman-Kesick, LUTCFCountry Financial1921 S. Alma School Rd, Ste 208Mesa 85210 / [email protected]

HDonald HagbergState Farm Ins. Co.3645 N. Sonoran HeightsMesa 85207 / [email protected]

Brenda L. Hamer, FIC, CCPSThrivent Financial for Lutherans34225 N. 27th Dr., Ste 244Phoenix 85085 / [email protected]

Lars D. Hansen, LUTCFAmerican National Insurance4455 E. Broadway Rd., Suite 108Mesa, 85206 / [email protected]


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Thomas D. Hegna, CLU, ChFC, CASLNew York LifeP.O. Box 20589Fountain Hills, 85269 / [email protected]

Rob Heller, CLTC, LUTCF, ChFCMet Life Financial Services60 E. Rio Salado Parkway, Suite 610Tempe, 85281 / [email protected]

Cecilia Henriquez-BurgessState Farm1005 E. University Dr.Mesa 85203 / [email protected]

Thomas Hubbard, CLU, ChFC, CFPNorthwestern Mutual Southwest2201 E. Camelback Rd, Ste 400Phoenix 85016 / [email protected]

Thaddeus HubbardNorthwestern Mutual2121 W. Chandler Blvd, Ste 108Chandler, 85224 / [email protected]

IGretchen IudicianiState Farm Insurance2700 S. Sunland Dr.Tempe, 85282 / [email protected]

JChet Jaehnig, FIC, MDRTThrivent Financial for Lutherans430 W. Warner Rd., Ste 124Tempe, 85284 / [email protected]

Julie Jakubek, MBAAllstate Insurance4650 E. Thomas RdPhoenix 85018 / [email protected]

Jeremy JohnsonState Farm Ins. Co.2700 S. Sunland Dr.Tempe 85282 / [email protected]

Steven M. JohnsonState Farm Ins. Co.270 E. Hunt Hwy., Ste 11San Tan Valley 85143 / [email protected]

Larry Jorgensen, CLULegacy Financial5416 E. Southern Ave.Mesa 85206 / [email protected]

KSam KasperNorthwestern Mutual2121 W. Chandler Blvd., #108Chandler, 85224 / [email protected]

Kristi D. Kiernan, CLUState Farm Insurance/ Kristi Kiernan2730 S. Val Vista Dr., Suite 105Gilbert, 85296 / [email protected]

Matthew Klandrud, ChFC, CCPS, CLTC, FICThrivent Financial for Lutherans430 W. Warner Rd., #124Tempe, 85284 / [email protected]

Michael P. Klein, CFP, MBAKlein Financial, LLC4824 E. Baseline Rd., Suite 135Mesa, 85206 / [email protected]

Donna V. Kohlhase, CLU, ChFC, CASLState Farm Insurance6836 E. Brown Rd.Mesa, 85207 / [email protected]

Jeffrey C. Kolzow, LUTCF, FICF, FICThrivent Financial for Lutherans2941 E. Power Rd., #104Mesa, 85215 / [email protected]

LEugene L'HureuxMedical Insurance Advisors1932 E. Orion St.Tempe, 85283 / [email protected]

Heather LaddState Farm InsuranceGilbert, [email protected]

John LangState Farm Insurance Companies3843 S. Wayne Dr.Chandler 85286 / [email protected]

Cami LuceroState Farm Insurance333 N. Broad St.Globe, 85501 / [email protected]

MAaron McDermidState Farm Ins. Co.10720 E. Southern Ave., #105Mesa 85209 / [email protected]

Joseph A. Mack, CSAStrategic Partners Group3145 E. Chandler Blvd, Ste 110-347Phoenix 85048 / [email protected]

Ronald MatthisNorthwestern Mutual2121 W. Chandler BlvdChandler 85224 / [email protected]

Douglas H. McMurry, FSS, LUTCFIntergrated Insurance Solutions, Inc.3707 E. Southern Ave., Ste 1060Mesa, 85206/ [email protected]

Scott D. Mecham, Jr.Farm Bureau Financial Services325 S. Higley RoadGilbert, 85296 / [email protected]

Kevin J. Michaels, LUTCFMichaels & Associates, Inc.P.O. Box 1360Chandler, 85244 / [email protected]


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Todd R. Miller, LUTCF First Guaranty Financial4140 E. Baseline Rd., Suite 101Mesa, 85206 / [email protected]

Joseph A. Morris, CLU, ChFC, CLTCNorthwestern Mutual 2121 W. Chandler Blvd., #108Chandler, 85224 / [email protected]

Adam H. Mosbach, CFP, ChFC, LUTCFLincoln Financial Network4900 N. Scottsdale Rd, Ste 3700Scottsdale 85251 / [email protected]

NAmy L. Navarro, CLFAmerican Family - Amy Navarro Agency225 N. 45th St., Mailstop 4C150Phoenix, 85034 / 602-255-3740 [email protected]

Joe P. Nix, Jr., LUTCFThe Carpenters' Financial Group Inc.23815 S. Vacation WaySun Lakes, 85248 / [email protected]

OJoey Ordway, LUTCFState Farm Insurance2700 S. Sunland Dr.Tempe, 85282 / [email protected]

Scott L. Overstreet, LUTCFSagicor Life Ins. Co.650 S. Alba CircleMesa, 85204 / 480-425-5100 X [email protected]

PAlbert R. PalmaPalma Insurance Agency4259 E. Elmwood St.Mesa, 85205 / [email protected]

Salavore V. Petruzzella, CLU, ChFCLafayette Life2111 E. Gondola LaneGilbert, 85234 / [email protected]

Sid G. Pfaff, LUTCFPfaff Insurance Agency, Inc.8601 S. Priest Rd, #101ATempe, 85284 / [email protected]

Mark M. PinterCountry Financial 2470 W. Ray Rd., Suite 3Chandler, 85224 / [email protected]

Eric Pyles, CAP, CASL, CFP, ChFC, CLU, LUTCF, MBA, REBC, RHUCambridge Financial2450 S. Gilbert Rd, Ste 100Chandler 85286 / [email protected]

QBrock Quinn, MBAState Farm Insurance6100 E. Indian School Rd, Ste 102Scottsdale, 85251 / [email protected]

RNathan Raso, FICFKnights of Columbus4425 E. Agave Rd., Ste 108Phoenix 85044 / [email protected]

Delbert Reidhead, FICModern Woodmen of America445 S. 200 East, P O Box 1160Pima, 85543 / [email protected] Franklin D. Richardson, LUTCFFDR Ins. Services, Inc.705 N. Lindsay Rd, PO Box 31839Mesa 85275 / [email protected]

Thomas W. RieckMastergroup Insurance Agency1031 S. Stewart, Suite 2198Mesa, 85202 / [email protected]

Jeffrey R. RodemeyerThrivent Financial for Lutherans2941 N. Power Rd, Ste 105Mesa 85215 / [email protected]

Mark E. RowleyNew York Life1320 E. Broadway, Suite 110Mesa, 85204 / [email protected] Jason R. Rucker, CFPCambridge Financial Center2450 S. Gilbert Rd, Ste 100Gilbert, 85286 / [email protected]

SAlan SapakieAmerican General Life & Accident3510 E. Hampton Avenue, Suite 25Mesa, 85204 / [email protected]

Daniel N. SavardCorporate Pensions Company2487 S. Gilbert Rd, #106-621Gilbert, 85295 / 480-632-2293 [email protected]

Nicole SchaalFarm Bureau Financial Services2500 S. Power Rd., Ste 113Mesa 85209 / [email protected]

N. Laine Schoneberger, LUTCF, ChFC, CLTC, CSAStrategic Insurance, Inc.2141 E. Broadway Rd., Ste 220Tempe, 85282 / [email protected]

Suzanne L. Shambrook, ChFC, CLUState Farm Insurance Co.2700 S. Sunland Dr.Tempe, 85282 / [email protected]


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Jill SteiglemanFarm Bureau Financial Services1806 N. Lindsay Rd.Mesa 85213 / [email protected]

TCie Taylor, CLUState Farm Insurance Companies2801 E. McKellips RoadMesa, 85213 / [email protected]

Darlene J. TillmanBenefit Plus, LLC3722 S. Rosemary DriveChandler, 85248 / [email protected]

James Tisdale, LUTCFAmerican Family565 W. Chandler Blvd, #114Chandler, 85225 / [email protected]

Edward Tobin, LUTCFFarmers Insurance Group3303 E. Baseline Rd.,Bldg #5, Ste 109Gilbert 85234 / [email protected]

Jason A. TrujilloPrincipal Financial Group2355 E. Camelback Rd, Ste 600Phoenix 85016 / 602-957-3200 [email protected]

UMartin Lee Uhlhorn, CIC, LUTCFStrong Tower Ins. Group, Inc.3303 E. Baseline Rd, Ste 101Gilbert, 85234 / [email protected]

VRhonda VandersliceFBFS/Southeast AZ Ins. Services, LTD408 N. Sacaton St., Suite ECasa Grande, 85222 / [email protected]

WSteve Willan, LUTCF, FLMIAmerican Family225 N. 45th St., 5th FloorPhoenix 85034 / 888-374-7212 [email protected]

Cliff F. Wilson, CLU, ChFC, LUTCF, CLFSoutheast Arizona Ins. Services, LTD1490 S. Price Rd., Ste 116Chandler, 85286/ 480-969-2725 [email protected]

Debbie Wiltse, FLMI, CLUDebbie Wiltse Agency/State Farm4980 S. Alma School Rd., Suite A6Chandler, 85248 / [email protected]

Sam S. WinterState Farm Insurance Company3636 E. Ray Rd., Suite 8Phoenix, 85044 / [email protected]

Rich Winters, LUTCFFarmers Ins. & Financial Services3323 E. Baseline Rd.Gilbert 85234 / [email protected]

William J. Wise, CLU, LUTCFFarmers Insurance Group3660 E. University Drive, Suite 4Mesa, 85205 / [email protected]

Daniel B. WisniewskiAmerican Family/Daniel B. Wisniewski Agency, Inc.4905 S. Alma School Rd #3Chandler, 85248 / [email protected]

Guy R. WolfIndependent1955 W. Baseline Rd., Suite 113-333Mesa, 85202 / [email protected]

Peter WoodAmerican National Ins. Co.1490 S. Price Rd, #116Chandler, 85286 / [email protected]

ZKenny Ziegler, ChFCSan Marcos Insurance Group584 W. Chandler Blvd.Chandler, 85225 / [email protected]


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A L P H A B E T I C A L C O M P A N Y L I S T I N GIndependentsAdams, Ronald P.Bagnall, Mark W.Bau, AnnetteBlaker, Alan M.Bopp, PaulBradford, TomBrooking, John J.Casella, Thomas L.Chittenden, Dale L.Clarke, J. BrandonClemente, SharonGale, Howard T.Goldberg, Bert H.Grimco, KathrynJorgensen, LarryKlein, MichaelL’Hureux, Eugene L.McMurry, Douglas H.Michaels, Kevin J.Miller, Todd R.Nix, Joe P., Jr.Palma, Albert R.Pfaff, Sid G.Richardson, Franklin D.Rieck, Thomas W.Savard, DanielTillman, Darlene J.Uhlhorn, MartinWolf, Guy R.Ziegler, Kenny

AIG/American GeneralSapakie, Alan

AllstateCraver, Larry D.Jukubek, Julie

American FamilyNavarro, Amy L.Tisdale, JamesWillan, SteveWisniewski, Daniel

American NationalBentley, Barbara A.Hansen, Lars D.Wilson, Cliff F.Wood, Peter

American Savings Life Ins. Co.Ayers, Donald

American United LifeDzurinko, Andrew G.

Cambridge Financial CenterBurden, RaymondPyles, EricRucker, Jason R.

Country FinancialFuentes, DannyDerrico, MarkGuzman-Kesick, HeatherPinter, Mark M.

Farm Bureau Financial ServicesBurrows, WilliamFairbanks, Lisa R.Mecham, Scott, Jr.Schaal, NicoleSteigleman, JillVanderslice, Rhonda

Farmers Insurance GroupAnastos, MichaelClaytor, WilliamCouch, JRDavis, Gary A.Flores, Paul A.Tobin, EdwardWinters, RichWise, William J.

Horace MannEdman, Steven J.

Knights of ColumbusDel Villar, Daniel Raso, Nathan

Lafayette LifePetruzella, Salvatore V.

Lincoln Financial NetworkMosbach, Adam H.

MetlifeHeller, Rob

Modern Woodmen of America Ferrin, Dan D.Reidhead, Delbert

New York LifeBarra, JeffBrinton Jr., DilworthFeldman, Wendy L.Hegna, Thomas D.Rowley, Mark E.

Northwestern MutualBivens, MichaelBrutton, DustinHubbard, ThaddeusHubbard, Thomas Kasper, SamMathis, RonaldMorris, Joseph A.

North Star Resource GroupBonnett, Mark

Penn MutualAllen, Ashley

Principal Financial GroupTrujillo, Jason A.

Sagicor Life Ins. Co.Overstreet, Scott L.


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State Farm Insurance CompanyAguilar-Woertz, Judy P.Alvarez, CarmeloAnderson, MarkBockler, NancyCarillo, Andy T.Cunningham, KevinFillman, SharonFord, VandyHagberg, DonaldHenriquez-Burgess, CeciliaIudiciani, GretchenJohnson, JeremyJohnson, Steven M.Kiernan, Kristi D.Kohlhase, DonnaLadd, HeatherLang, JohnLucero, CamiMcDermid, AaronOrdway, JoeyQuinn, BrockShambrook, SuzanneTaylor, CieWinter, Sam S. Wiltse, Debbie

Strategic Partners GroupMack, Joseph A.Schoneberger, N. Laine

Thrivent Financial for LutheransAussprung, RickBuchanan, PatricChristiansen, John B.Hamer, Brenda L.Jaehnig, ChetKlanrud, MatthewKolzow, Jeffrey C.Rodemeyer, Jeffrey R.


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NAIFA

O F F I C E R SPresident Susan CarlsonPresident-Elect Michael J. StratiSecretary/Treasurer Adam Mosbach, LUTCF, CFP, ChFCImmediate Past President Scott P. CraddockNational Committeeperson Adam Mosbach, LUTCF

D I R E C TO R SPaul Beckis, CFPGreg MuirEmory Smith

NAIFA-PhoenixBetty Hartnett, CLU, FLMI3030 E. Ocotilla Lane, Phoenix, AZ 85028602-317-4438 Fax 602-305-9830 [email protected]

C O M M I T T E E C H A I R P E R S O N SHealth Scott P. Craddock IFAPAC William Cassidy, CLU, ChFC, LUTCFGovernment Relations Adam Mosbach, LUTCF, CFP, ChFC Membership Michael J. Strati Sponsorships Sonja Mazon-RubalcavaMulti Line Paul Beckis, CFPCommunity Service Susan CarlsonSocial Media Emory SmithYAT Greg Muir

Susan Carlson480-718-3143

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AMichael AbbateCaduceus Fin. Svcs, LLC/Principal2355 E. Camelback Rd., Ste 600Phoenix, 85016 / 602-957-3200 [email protected]

Jack G. AlspaughP.O. Box 12342Scottsdale, 85260 / (480) [email protected]

BDutch BakerBlack Gould & Associates3800 N. Central Ave., 9th FlPhoenix, 85012 / (602) [email protected]

Melissa BartuschState Farm Ins. Co.13242 N. 3rd St.Phoenix 85022 / [email protected]

Paul Beckis, CFPAmerican Family Life Ins. Co.225 N. 45th St.Phoenix 85034 / [email protected]

Kristi BellWard T. Bell & Associates Inc.14425 N. 7th St., Ste 101Phoenix 85022 / [email protected]

Ward T. BellWard T. Bell & Associates14425 N. 7th St., Suite 101Phoenix, 85022 / (602) [email protected]

W. Craig Berger, CLU, ChFCGuardian Life5080 N. 40th St., Suite 400Phoenix, 85018 / (602) [email protected]

Walter G. Bilger Jr.Independent1839 W. Seldon WayPhoenix, 85021 / (602) [email protected]

Roland D. Black1520 E. Helena Dr.Phoenix, 85022 / (602) [email protected]

Maryglenn K. Boals, CLTCMgBoals & Associates, LLCP O Box 44858Phoenix 85464 / [email protected]

Jack E. Bobo, CLU, FLMINew York Life1660 W. Glendale Ave, Ste 1218Phoenix, 85021 / (602) [email protected]

D. Andy Bolwar, Jr.Duley-Bolwar Ins. Agcy, Inc.14805 N. 73rd St.Scottsdale, 85260 / (480) 346-2000 Stanley E. Brase, CLU, ChFCING Financial PartnersP.O. Box 5876Peoria, 85385 / (623) [email protected]

James F. Brown, Jr.Disability Resource Group11364 E. Poinsettia Dr.Scottsdale, 85259 / (602) [email protected]

Bradley B. Burr, CFPLovitt & Touche, Inc.1050 W. Washington, Ste 233Tempe, 85281 / (602) [email protected]

CStephen O. Carlson, ChFCCetera Advisor Network2101 E. Broadway Rd., Suite 27Tempe, 85282 / (480) [email protected]

Susan CarlsonIndependent Planners Group20845 N. Pima Rd., Ste 150Scottsdale 85255 / [email protected]

Jeffrey D. Carter, RICP, RFC, CSA, LUTCFSmart Financial Strategies, Inc.P O Box 5465Phoenix, 85261 / [email protected]

William B. Cassidy, CLU, ChFC, LUTCFSpence, Cassidy & Associates, LLC4835 E. Cactus Rd, #105Scottsdale, 85254 / (602) [email protected]

Robert T. Castellani, LUTCFPrincipal Financial Group2355 E. Camelback Rd., Suite 600Phoenix, 85016 / (602) [email protected]

Marilyn J. CeasorCeasor Ins. Cons./John HancockP O Box 2764Carefree 85377 / [email protected]

Daniel A. CeschinMutual of Omaha3200 E. Camelback Rd., #190Phoenix 85018 / 602-265-8223 [email protected]

Michelle ChandlerAim Marketing & Insurance Services, Inc.13840 N. Northsight Blvd, Ste 101Scottsdale 85258 / [email protected]

Tyler Davis ChathamNorthwestern Mutual2201 E. Camelback Rd., #400Phoenix 85016 / [email protected]

David P. Chittenden, CLU, ChFCGFSC Inc. dba The Chittenden Group3821 E. Indiana School Rd.Phoenix 85018 / (602) [email protected]

James M. ClaryClary Executive Benefits, LLC7047 E. Greenway Rd, Ste 250Scottsdale, 85254 / [email protected]

A Nicole ClinchNorthwestern Mutual2201 E. Camelback Rd., Ste 400Phoenix, 85016 / [email protected]

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º phoenix º phoenix ºMichael Colbert, CLU, ChFC, CASL, CAPMassMutual17550 N. Perimeter Dr., Ste 450Scottsdale, 85255 / [email protected]

Patrick CorleyMutual of Omaha3200 E. Camelback, Ste 190Phoenix, 85018 / [email protected]

John F. Coyne, RHU, REBCCFG Benefits, Inc.901 W. Palm LanePhoenix, 85007 / (602) [email protected]

Scott P. CraddockSpence, Cassidy & Associates4835 E. Cactus Rd., #105 .Scottsdale 85254 / (602) [email protected]

DTroy M. Danoff, LUTCFPrudential Financial3200 N. Central Ave., Ste 600Phoenix, 85012 / (602) [email protected]

Dewey M. DarwinAmeriprise Financial Services, Inc.4835 E. Cactus, #230Scottsdale 85254 / [email protected]

Debra A. DeMarieDeMarie Consulting Inc428 E. Thunderbird Rd., Suite 147Phoenix, 85022 / (602) [email protected]

Max Dembow, CLTCNorthwestern Mutual2201 E. Camelback Rd, #400Phoenix, 85016 / [email protected]

Edward A. Diaz, Jr.New York Life14850 N. Scottsdale RoadScottsdale, 85254 / (480) [email protected]

Jan M. Doughty, CLU, RHU4444 S. 34th St.Phoenix 85040 / [email protected]

Kathleen DrybreadCentaurus Financial Inc.4930 E. Osborn, Ste 1Phoenix, 85018 / [email protected]

Vlasta I. Duffy, CLU, ChFC, MSAMassMutual Financial Group14362 N. Frank Lloyd Wright Blvd, #2600Scottsdale 85260 / [email protected]

EGerald J. Eagleston, LUTCFEagleston Financial Group1333 N. Greenfield Rd, Ste 103Mesa 85205 / [email protected]

Richard C. EricksonMutual of Omaha3200 E. Camelback Rd, Ste 190Phoenix 85018 / [email protected]

Dan ErtzNorthwestern Mutual7543 N. Sacaton RoadScottsdale, 85258 / [email protected]

Lee E. EvansPhocus FSG/AXA Advisors LLC2150 E. Highland, Ste 212Phoenix 85016 / [email protected]

FJonathan P. FaganNorthwestern Mutual2201 E. Camelback Rd., Ste 400Phoenix 85016 / [email protected]

Dianne T. Fay, CFP, ChFC, LUTCF, MBAFay & Associates10601 N. Hayden Rd, Ste L108Scottsdale, 85260 / (480) [email protected]

Lupita FernandezState Farm Ins. Company18415 N. 47th St.Phoenix, 85032 / [email protected]

David S. Franks, CLUFirst Command Financial Services8777 E. Via De Ventura, Ste 185Scottsdale 85258 / [email protected]

Nancy FrommMoney Wise14301 N. 87th St., #117Scottsdale, 85260 / [email protected]

GBretton S. GabouryState Farm1820 W. Northern Ave, Ste `00Phoenix 85021 / [email protected]

Rebecca S. Gaylor, CFPActive Money Management, Inc.11811 N. Tatum Dr.Phoenix 85028 / [email protected]

John F. Glass, CLU, ChFCGlass Financial Group4455 E. Camelback Rd., Suite 260DPhoenix, 85018 / (602) [email protected]

William B. GouldBlack Gould & Associates3800 N. Central Ave., 9th FloorPhoenix, 85012 / (602) [email protected]

Brian GreenbergTrue Blue Life Ins.6900 E. Pinnacle Peak Rd, E4Scottsdale, 85255 / [email protected]

Fred H. Greenberg, CLU, ChFC, LUTCFPrudential Financial12935 W. Figueroa Dr.Sun City West 85375 / (623) 933-7643

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Charles R. Grimes, CLU, ChFCLockton Companies, LLC14850 N. Scottsdale Rd, Ste 225Scottsdale 85234 / [email protected]

Michael Guida, LUTCFCountry Financial North Phoenix20860 N. Tatum Blvd, Ste 190Phoenix, 85050 / [email protected]

HCarrie L. Hall, CFP, CLUNew York Life6710 N. Scottsdale RoadScottsdale, 85253 / (480) [email protected]

Nicholas Hancock, CLU, ChFC, CFP, CLTC9628 E. Corrine Dr.Scottsdale, 85260 / [email protected]

Tom HannonNorthwestern Mutual2201 E. Camelback Rd, #400Phoenix, 85016 / [email protected]

Mitchell E. HarmesMutual of Omaha3200 E. Camelback Rd., Ste 190Phoenix 85018 / [email protected]

Bruce Heide, MBAPremier Advisor Group11188 N. 110th Pl.Scottsdale, 85259 / [email protected]

Robert C. Heller, CLU, ChFCProtective Life28201 N. 60th PlaceCave Creek 85331 / (602) [email protected]

Hector HernandezNew York Life14850 N. Scottsdale Rd, Ste 400Scottsdale, 85254 / [email protected]

Mark HessState Farm Ins. Co.711 E. Carefree Hwy, #207Phoenix 85085 / [email protected]

David E. Hickson, LUTCFMet Life Financial Services22840 N. 20th WayPhoenix, 85024 / [email protected]

Melinda Hinkson, LUTCFSpence, Cassidy & Assoc./One America4835 E. Cactus Rd, #105Scottsdale 85254 / [email protected]

Karen A. HoltHumana MarketPoint20860 N. Tatum Blvd., #400Phoenix 85050 / [email protected]

Stephen B. Horrell, Jr.Mass Mutual17550 N. Perimeter, #450Scottsdale, 85255 / (480) 538-2927

Sara R. House, CLTCBMS Financial Corporation7000 N. 16th St., Suite 120-523Phoenix, 85020 / (602) [email protected]

John HuntNorthwestern Mutual-Southwest1332 E. Granada St.Mesa 85203-4432 / [email protected]

ICraig A. Isaacs, CLU, ChFC, RFCNexus Wealth Management, Inc.3131 E. Camelback Rd., Ste 430Phoenix 85016 / [email protected]

JJoEllen E. James, CPCUState Farm Ins. Companies4706 N. 44th St.Phoenix, 85018 / (602) [email protected]

Clayton M. Janson, CFPPhocus FSG/AXA Advisors LLC2150 E. Highland Ave., Ste 212Phoenix, 85016 / (602) [email protected]

KJames G. KambanosNew York Life11229 N. 63rd Ave.Glendale, 85304 / (623) [email protected]

Lewis M. Kelley, Jr.Independent Planners Group20645 N. Pima Rd, Ste 150Scottsdale 85255 / [email protected]

Alan C. Kifer, MSFS, CFP, RFC, LUTCF, CLTC, LTCP, CEPL.I.F.E. Services, LLC4848 E. Cactus Rd, #505-307Scottsdale 85254 / [email protected]

Charles R. Kolesar, CLU, ChFC, CSA, LUTCFSpence, Cassidy & Associates, LLC4835 E. Cactus Rd., #105Scottsdale, 85254 / (602) [email protected]

Peter Kolesar, LUTCFSpence, Cassidy & Associates4835 E. Cactus, #105Scottsdale 85254 / [email protected]

Stephen M. Kolesar, CLU, ChFC, LUTCFSpence, Cassidy & Associates, LLC4835 E. Cactus Rd., #105Scottsdale, 85254 / [email protected]

Jordan T. KosnikNorthwestern Mutual2201 E. Camelback Rd., Ste 400Phoenix 85016 / [email protected]

David R. Kroll, CLU, ChFC, LUTCFMassMutual/The Dollarhide Financial Group LLC17550 N. Perimeter Dr, Ste 450 Scottsdale 85255 / [email protected]


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Daniel A. KymanHester Heitel & Associates6122 N. 7th StreetPhoenix, 85014 / (602) [email protected]

LMonica J. Lawfield, CMFCWaddell & Reed, Inc.9201 N. 25th Ave., Ste 280Phoenix, 85021 / [email protected]

Glenn A. LeestSpence, Cassidy & Assoc./One America3320 S. LitzierFlagstaff 86001 [email protected]

William E. LewisLewis Investments839 Stirrup Dr., Ste 400Safford, 85546 / (520) 428-0729

Chris N. LittJohn Driscoll & Co.,/Guardian5080 N. 40th St., #400Phoenix, 85018 / (602) [email protected]

Marvin D. Loos, CLUP.O. Box 6690Glendale, 85312 / (623) 486-5190

Ryan LoyndNorthwestern Mutual2201 E. Camelback Rd, #400Phoenix, 85016 / [email protected]

Robert A. Lucca, MDRTLucca Ins. Svcs/Principal Fin. Grp2355 E. Camelback Rd., Suite 600Phoenix, 85016 / (602) [email protected]

MDino MarsilloArizona Insurance Network11811 N .Tatum Blvd., Suite 3031Phoenix, 85028 / (602) [email protected]

Lisa M. MartinECA Financial Services Inc7373 E. Doubletree Ranch Rd., Suite B110Scottsdale, 85258 / (602) [email protected]

Mark J. MatsockMark J. Matsock & Assoc./Great-West2400 E. Arizona Biltmore Circle, Ste 1100Phoenix, 85016 / (602) [email protected]

Sonja Mazon RubalcavaState Farm Ins. Co.569 N. Arizona Ave.Chandler, 85225 / [email protected]

Barry A. McBride, CLUSun Cornerstone Group Inc9929 N. 95th St., Suite Q-110Scottsdale, 85258 / (602) 808-9008, [email protected]

Bruce McBride, CLUMassMutual Financial Group5104 N. 32nd St., #432Phoenix, 85018 / [email protected]

Jan A. McDanielState Farm Ins. Companies1201 W. Indian School RoadPhoenix 85013 / [email protected]

Michael J. McGowan, Jr.Transamerica2200 E. Williams Field Rd, Ste 200Gilbert, 85296 / [email protected]

Judd McGrawState Farm Insurance Companies2700 S. Sunland Dr.Tempe 85282 / [email protected]

David O. MerrellNorthwestern Mutual2201 E. Camelback Rd., Ste 400Phoenix 85016 / [email protected]

Ben B. Miller, CLU, ChFCNorthwestern Mutual – Southwest2201 E. Camelback Rd., #400Phoenix, 85016 / [email protected]

Daniel R. MillerGenerations Consulting GroupP O Box 33094Phoenix 85067 / [email protected]

Henry H. Molder, LUTCFNew York Life5750 E. Leisure Ln.Cave Creek, 85331 / (602) 488-1039

Adam H. Mosbach, CFP, ChFC, LUTCFLincoln Financial Network4900 N. Scottsdale Rd., Suite 3700Scottsdale, 85251 / (480) [email protected]

Greg MuirTesteachers8700 E. Via De VenturaScottsdale 85258 / [email protected]

NDavid A. NashNew York Life2501 N. 4th St., #14Flagstaff, 86004 / (928) [email protected]

PSky ParkerCBR Ins. & Financial Services1500 E. Bethany Home Rd, Ste 200Phoenix, 85014 / [email protected]

Linda R. PatentL.R. Patent Financial Services651 Reta St., Box 97Clarkdale, 86324 / (928) [email protected]

Leslie Patterson, Jr.Northwestern Mutual2201 E. Camelback Rd., #400Phoenix, 85016 / [email protected]

Norma PaulNew York Life228 N. Heritage Dr.Gilbert, 85234 / (480) [email protected]


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Brendan PettyMutual of Omaha3200 E. Camelback Rd, Ste 190Phoenix 85018 / [email protected]

Marilyn J. Pope, CLU, CLTC, ChFC, LUTCFPrudential Financial3200 N. Central Ave, Ste 600Phoenix, 85012 / (602) [email protected]

Murray A. PruetzNew York Life2626 W. Walatowa StreetPhoenix, 85041 / (602) [email protected]

RLance RaoNorthwestern Mutual2201 E. Camelback Rd., #400Phoenix 85016 / [email protected]

Phillip C. Richards, CLU, CFP, RHUNorth Star Resource Group2701 E. University Ave, SE, Ste 300Minneapolis, MN 55414 / (612) [email protected]

Justin RiedyPrudential Financial16260 N. 71st St., MS 153Scottsdale, 85254 / [email protected]

Joseph B. Rinaldo, CLTCMinnesota Life/Minnesota Mutual899 S. Paradise DriveGilbert, 85233 / (480) [email protected]

Susan Ritchie, CLTC, CSAThe LTC Store3536 E. Brookwood Ct.Phoenix, 85048 / (480) [email protected]

Lynne M. Roark, CESIndependent9393 N. 90th St., Suite 102-175Scottsdale, 85258 / (602) [email protected]

Neil Robbins, CLU, ChFCNorthwestern Mutual2201 E. Camelback Rd, Ste 400Phoenix, 85016 / [email protected]

Neil W. Rosenblatt, CLU, LUTCFRosenblatt Insurance Services8080 E. Gelding Dr., Suite 103Scottsdale, 85260 / (602) [email protected]

Allen L. Rothman, CLUHorizon Benefits Group6245 N. 24th Pkwy., Suite 216Phoenix, 85016 / (602) [email protected]

Stephen O. Rothschild, CLU, Chfc, CRC, RFCRothschild & Sale4821 E. Pebble Ridge Rd.Paradise Valley 85253 / [email protected]

SPaul M. Sabol, CLUThe Sabol Agency, Inc.10105 E. Via Linda, Suite 103-398Scottsdale, 85258 / (480) [email protected]

Ronald G. Saffer, CLUSaffer Ins & Inv Svcs LTD1130 E. Missouri Ave., Ste 205Phoenix, 85014 / (602) [email protected]

F. Edward Sandidge Jr., CLUMass Mutual17550 N. Perimeter, #450Scottsdale, 85255 / (480) [email protected]

Gary SchraufnagelAmerican Family Insurance225 N. 45th St.Phoenix, 85034 / [email protected]

Gary SirotaPrudential Financial4059 W. Runion DriveGlendale, 85308 / (623) [email protected]

Emory J. SmithEJS Financial Management LLC7814 N. 6th St.Phoenix 85020 / [email protected]

Ottis H. SmithThrivent Financial for Lutherans34225 N. 27th Dr., Ste 244Phoenix 85085 / [email protected]

Laverne Smith, MSM, CLU, ChFCPeace of Mind Solutions11811 N. Tatum Blvd, #3031Phoenix, 85028 / [email protected]

Donald J. SonierGreater SW Corp/American General10645 N. Tatum Blvd, Ste 200-609Phoenix 85028 / [email protected]

Dwight A. Spence, CFPSpence, Cassidy & Associates, LLC4835 E. Cactus Rd., #105Scottsdale, 85254 / (480) [email protected]

Wesley W. StahlerState Farm Insurance Company1820 W. Northern Ave., Suite 100Phoenix, 85021 / (602) [email protected]

Michele StephensResolve Ins., LLC6308 E. Joshua Tree LaneParadise Valley, 85253 / [email protected]

Michael J. StratiNorthwestern Mutual/Miller Fin. Grp2201 E. Camelback Rd., Suite 400Phoenix, 85016 / (602) [email protected]

Sheila L. SwitzerSheila Switzer & Assoc./ Exam One7227 N. 16th St., #150Phoenix, 85020 / (602) [email protected]


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TTheodore J. ThompsonThompson AgencyP.O. Box 12607Scottsdale, 85267 / (602) [email protected]

William E. Tiani, CFP, CASLA2 Financial Associates/MetLife60 E. Rio Salado Pkwy, #610 Tempe, 85281 / [email protected]

VGilbert Valadez, CFP, ChFC, CLUPrudential3200 N. Central Ave., Ste 600Phoenix, 85012 / [email protected]

Timothy Van HoutenVan Houten & Associates1702 E. Highland Ave., Ste 130Phoenix 85016 / [email protected]

WWilliam David WeinerWeiner Insurance Inc/Prudential11333 N. Scottsdale Rd., Suite 105Scottsdale, 85254 / (480) [email protected]

Michael B. Welborn, CLU,ChFC, CFPNorthwestern Mutual Financial Network2201 E. Camelback Rd., Suite 400Phoenix, 85016 / (602) [email protected]

Carin R. WhitehurstMutual of Omaha7419 E. Thunderbird Rd.Scottsdale 85255 / [email protected]

Paul WickhamWickham Financial Group21620 N. 19th Ave., Ste A9Phoenix, 85027 / (602) [email protected]

Bill D. Williams, CLU, ChFC, LUTCFBill D. Williams FreedomPoint Fin. Svcs1240 E. Missouri AvePhoenix, 85014 / (602) [email protected]

Chad Wing, CLU, ChFC, CFP, MSFSNorthwestern Mutual2201 E. Camelback Rd, #400Phoenix, 85016 / [email protected]

º phoenix º phoenix ºKatie WolfeMutual of Omaha Companies3200 E. Camelback Rd, Ste 190Phoenix, 85018 / [email protected]

Nathan WrightTesteachers8700 E. Via de Ventura, Ste 200Scottsdale, 85258 / [email protected]

ZAlan T. ZorneMutual of Omaha3200 E. Camelback Rd., Ste 190Phoenix 85018 / [email protected]

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A L P H A B E T I C A L C O M P A N Y L I S T I N GIndependentsAlspaugh, JackBell, KristiBell, WardBilger, Jr, WalterBlack, RolandBoals, MaryglennBolwar, D. Andy, Jr.Brown, James, Jr.Carlson, StephenCarter, JeffreyCeasor, MarilynChandler, MichelleChittenden, DavidClary, JamesDeMarie, DebraDoughty, JanEagleston, GeraldFaye, DianneFromm, NancyGaylor, RebeccaGreenberg, BrianHancock, NicholasHeide, BruceHoffman, StevenHouse, SaraIsaacs, CraigKifer, AlenKyman, DanielLawfield, MonicaLewis, WilliamLoos, MarvinMarsillo, DinoMartin, LisaMatsock, MarkMazella, Michael, Jr.McGowan, Michael, Jr.Miller, DanMuir, GregParker, SkyPatent, LindaRitchie, SusanRoark, LynneRosenblatt, NeilRothman, AllenRothschild, StephenSabol, PaulSaffer, RonaldSmith, EmorySmith, LaverneSonier, DonaldStephens, MichelleSwitzer, Sheila

Thompson, TheodoreVan Houten, TimothyWeiner, William DavidWilliams, BillWright, Nathan

American FamilyBeckus, PaulGary Schraufnagel

Ameriprise Financial ServicesDarwin, Dewey

Amerus LifeAnstett, Daniel

Black Gould & AssociatesBaker, DutchGould, William

CFG Benefits, Inc.Coyne, JohnDurkin, Chris

Country FinancialGuida, Michael

First Command Financial ServicesFranks, David

Guardian/John Driscoll & Co.Berger, W CraigLitt, Chris

HUMANA MarketpointHolt, Karen

ING Financial PartnersBrase, Stanley

IPG (Independent Planners Grp)Carlson, SusanKelley, Lewis

Lincoln Financial NetworkMosbach, Adam

Lovitt & ToucheBurr, Brad

Mass MutualColbert, MichaelDuffy, VlastaHorrell, Jr, StephenKroll, David R.McBride, BruceSandidge, Jr, F Edward

MetLifeHickson, DavidTiani, William

Midland National LifeWickham, Paul

Minnesota Life/Minnesota MutualRinaldo, Joseph B.

Mutual of OmahaCeschin, DanCorley, PatrickErickson, RichardHarmes, MitchellPetty, BrendanWhitehurst, CarinWolfe, Katie

New York LifeBobo, JackDiaz, Jr., EdwardGlass, JohnHall, CarrieHernandez, HectorKambanos, JamesMolder, HenryNash, DavidPaul, NormaPruetz, Murray

Northwestern MutualChatham, TylerClinch, A. NicoleDembow, MaxErst, DanFagan, JonathanHunt, JohnKosnick, JordanLoynd, RyanMerrill, DavidMiller, BenPatterson, LeeRao, LanceRobbins, NeilStrati, MichaelWelborn, MichaelWing, Chad


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North Star Resource GroupRichards, Phillip

Phocus FSGEvans, LeeJanson, Clayton

Principal Financial GroupAbbate, MichaelCastellani, RobertLucca, Robert

Protective LifeHeller, Robert C.

Prudential FinancialDanoff, TroyGreenberg, FredPope, Marilyn J.Riedy, JustinSirota, GaryValadez, GilbertWeiner, W. David

Spence, Cassidy & Associates, LLCCassidy, WilliamCraddock, Scott P.Hinkson, MelindaKolesar, CharlesKolesar, PeterKolesar, StephenLeest, GlennSpence, Dwight

State FarmBartusch, MelissaFernandez, LupitaGaboury, BrettHess, MarkJames, JoEllenMcDaniel, JanMcGraw, JuddStahler, WesleyTorres, Severiano

Sun Cornerstone GroupMcBride, Barry

Transamerica LifeMichael McGowan

Thrivent Financial for LutheransSmith, Ottis


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NAIFA

O F F I C E R SPresident Barry A. Cook, CLU, ChFCImmediate Past President Jodi Ford Secretary/Treasurer Gregory Ryan, CPA, CLTCNational Committeeperson Michael E. Markham, LUTCF

D I R E C TO R SMichael Eibeck, CLU, ChFC, LUTCF, FSS David S. Mann, CAS, CFSRegina Holmes, ChFC, CLU Michael L. Nitchen, LUTCF, CLTC, FSSSue Kuraja Victor Yates, CLTC

NAIFA-ScottsdaleMary Jane FarrP.O. Box 4160, Scottsdale, 85261(602) [email protected]

C O M M I T T E E C H A I R P E R S O N SAdvisor Robert Wernecke, CLUAPIC/Government Relations Haydee Dawson, LUTCFAwards Gregory Ryan, CPA, CLTC Community Service/P.R. Regina Holmes, ChFC, CLUContinuing Education Michael L. Nitchen, LUTCF, CLTC, FSS Ethics Chair David S. Mann, CAS, CFS Golf Chair Victor Yates, CLTCIFAPAC Regina Holmes, ChFC, CLULUTC Michael L. Nitchen, LUTCF, CLTC, FSS Membership Chair Michael Eibeck, CLU, ChFC, LUTCF, FSS Multi-Line Mark H. WoodsPrograms/Prof. Development Jodi FordY.A.T. Chair Sue Kuraja

scottsdale

Barry A. Cook, CLU, ChFC602-547-3200

SCO

TTSDA

LE

www.naifascottsdale.org

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ADaniel K. Ahluwalia, CLU, ChFCDaniel Ahluwalia State Farm706 E. Bell Rd., Ste. 201Phoenix, 85022 / (602) [email protected]

Anthony Albanese, CLTC, LUTCFAllstate Life Insurance Co.222 S. Mill Avenue, Ste. 601Tempe, 85281 / (480) [email protected]

Byron F. AllenAmerican Savings Life Ins. Co.935 E. Main St., Suite 100Mesa, 85203 / (480) [email protected]

Douglas Amenda, CLU, CICAmenda Insurance Associates, Ltd5046 E. Redfield Rd.Scottsdale, 85254 / (480) 284-6400 [email protected]

Gregory M. Anderson, CLU, ChFCCapitas Distributors Inc. 6263 N. Scottsdale Rd., Suite 160Scottsdale, 85250 / (602) [email protected]

Westley AndersonNXG Financial7373 E. Doubletree Ranch Rd., Ste. 220Scottsdale, 85258 / (855) [email protected] Lyle R. Aspegren, LUTCFD&L Financial14415 N. 73rd Street, Suite 108Scottsdale, 85260 / (480) [email protected]

BJeffrey S. Barbanell, CLU, CLTC, LUTCFPlanned Brokerage Solutions, Inc.7904 E. Chaparral Rd., Ste. A110Scottsdale, 85250 / (480) [email protected]

Thomas W. Barry, LUTCF, CSAJehn Financial Insurance Services8475 E. McDonald Dr.Scottsdale, 85250 / (480) [email protected]

Ann M. BeanAim Marketing & Ins. Srvs. of AZ, Inc. 13840 N. Northsight Blvd., Suite 101Scottsdale, 85260 / (602) [email protected]

Scott Bennett, CLF, LUTCFCountry Financial20860 N. Tatum Blvd., Ste. 190Phoenix, 85050 / (480) [email protected]

Richard W. BeyerNorthwestern Mutual -Fin'l Health & Security Advs2201 E. Camelback Rd., Suite 400Phoenix, 85016 / (602) [email protected]

J. Richard Bicket, CLU, RFCFinancial Planning Circle, Inc.9902 W. Signal Butte CircleSun City, 85373 / (602) [email protected]

Jeffrey J. Biro, CEP, RFCFamily Wealth Advisors6900 E. Camelback Rd., Ste. A-39Scottsdale, 85251 / (480) [email protected]

Ronald J. Blau, MDRT, CSACourt of TableBlau Financial Services14201 N. 87th St., Suite C131Scottsdale, 85260 / (480) [email protected]

Joseph R. BrekanNew York Life Insurance7537 E. McDonald Dr.Scottsdale, 85250 / (480) [email protected]

Allen D. BressAim Marketing & Ins. Srvs. of AZ, Inc. 15025 E. Mira VistaFountain Hills, 85268 / (602) [email protected]

Brian W. Brooks, CFP, ChFC, FIC, FICFThrivent Financial for Lutherans17015 N. Scottsdale Rd., Suite 200Scottsdale, 85255 / (480) [email protected]

Bryan T. BuzzardCypress Strategies7537 E. McDonald Dr.Scottsdale, 85250 / (480) 922-0066 [email protected]

CRobert CacioppoNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected]

Ralph CampasanoAmerican National Insurance Co.7418 E Helm DrScottsdale, 85260 / (480) [email protected]

Susan Carlson Independent Planners Group20645 N. Pima Road, Suite 150Scottsdale, 85255 / (480) 718-3153 [email protected]

Darcy L. ChildMassMutual Arizona17550 N. Perimeter Dr., Suite 450Scottsdale, 85255 / (480) [email protected]

Monica Chipman, CLTCFuturity First IG14861 N. Scottsdale Rd., Ste. 101Scottsdale, 85254/ (602) [email protected]

Michael CipollettiNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected]

Barry A. Cook, CLU, ChFCNew York Life Insurance509 W. Fellars Dr.Phoenix, 85023 / (602) [email protected]

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85

DJustin DahlenInnovative Custom Contractors659 W. Pampa AvenueMesa, 85210 / (480) [email protected]

Alvin L. Dattner, CLUIndependent10109 E. Morning Star Dr.Scottsdale, 85255 / (480) [email protected]

Haydee Dawson, LUTCFStrategic Wealth Associates2544 E. Fairfield StreetMesa, 85213 / (602) [email protected]

Monica Del ReFinancial Solutions for Senior America, LLC 8711 E. Pinnacle Peak Rd., Suite 197 Scottsdale, 85255 / (480) [email protected]

Barbara G. Devereaux, CLU, ChFC, CASL, CLTCGenworth Insurance Services7418 E. Helm DriveScottsdale, 85260 / (480) [email protected]

Jeffrey C. Dollarhide, CFP, CLU, CLTCMassMutual Arizona17550 N. Perimeter Dr., Suite 450Scottsdale, 85255 / (480) [email protected]

Richard Downhour, CLU, LUTCF2130 N. 68th Place Scottsdale, 85257 / (480) [email protected]

John M. Driscoll, CLUJohn Driscoll & Company, Inc. 5080 N. 40th Street, Suite 400Phoenix, 85018 / (602) [email protected]

Michael J. Dubes, CLU, ChFC, LLIFDubes Financial Services, LLCP.O. Box 2800-125Carefree, 85377 / (480) [email protected]

EMichael E. Eibeck, CLU, ChFC, LUTCF, FSSSpence, Cassidy & Assoc.4835 E. Cactus Rd., Ste. 105Scottsdale, 85254 / (602) 230-5181 [email protected]

Joy T. EstesJoy Estes, State Farm Insurance8111 E. Thomas Rd., Suite 110Scottsdale, 85251 / (480) [email protected]

FHoward Farkash, CLTC4301 N. 21st St., #36 Phoenix, 85016 / (602) [email protected]

Jodi FordPFG Marketing Group2440 W. Mission Lane, Ste. 11Phoenix, 85021 / (602) [email protected]

Richard Fort, LUTCFNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400 Scottsdale, 85254 / (480) [email protected]

Bruce J. Frank, CLU, ChFCBruce Frank Financial Group14850 N. Scottsdale Rd., Ste. 400 Scottsdale, 85254 / (480) 840-2057 [email protected]

GMark P. Gagliano, CLU, CFSJackson National Life Distributors LLC20727 N. 58th Drive Glendale, 85308 / (602) [email protected]

Michael A. GarciaMassMutual Arizona17550 N. Perimeter Dr., Ste. 450Scottsdale, 85255 / (480) [email protected]

Dean R. Goodman, LUTCFNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400 Scottsdale, 85254 / (480) 840-2155 [email protected]

William R. GouldBlack, Gould & Associates, Inc. 3800 N. Central Ave., 9th FloorPhoenix, 85012 / (602) [email protected] Margaret Anne GriffenThe Griffen Insurance Group550 E. Cottonwood Lane, Suite ACasa Grande, 85222 / (520) 836-5957

Terrie Griffin, ChFC, LUTCFSouthwest Insurance & Investments, Inc.23233 N. Pima Rd. #113-230Scottsdale, 85255 / (480) [email protected]

HDennis M. HamCapital Income Protectors, Inc.9100 E. Raintree Dr., Suite 125Scottsdale, 85260 / (480) [email protected] Robert A. Hartman, CLU, ChFC, CASLNew York Life InsuranceP.O. Box 1360Carefree, 85377 / (480) [email protected]

Chuck A. Heath, LUTCFAmerican National Insurance Company17470 N Pacesetter WayScottsdale, 85255 / (480) [email protected]

Martin F. Henderson, CLUNew York Life Insurance8780 East McKellips, Suite 292Scottsdale, 85257 / (480) [email protected]

Wayne H. HildebrandNew York Life Insurance7537 E. McDonald Dr.Scottsdale, 85250 / (480) 327-6031 [email protected]


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J. David HillPFG Group2272 Desert Willow Dr.Prescott, 86301 / (928) 308-3543 [email protected]

Eric Holland, LUTCFPhysicians Mutual Ins. Co.6263 N. Scottsdale Rd., Ste. 335Scottsdale, 85250 / (480) [email protected]

Regina R. Holmes, ChFC, CLUState Farm Insurance 8208 E. Redfield Rd.Scottsdale, 85260 / (480) [email protected]

Timothy Holt, J.D., CFPThe Holt Law Group, P.C.7075 W. Bell Rd., Ste. 1Glendale, 85308 / (623) [email protected]

JElayne Jackson, CLU, ChFC, LUTCF Revere Financial Services17550 N. Perimeter Dr., Ste. 450Scottsdale, 85255 / (602) [email protected]

Samantha Jackson-Kittle, CLTC, LUTCFNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected] Mark W. JohnsonThrivent Financial for Lutherans17015 N. Scottsdale Rd., Ste. 335Scottsdale, 85255 / (480) [email protected]

Tracy L. JonesErnest J. Jones Associates9825 E. Bell Rd., Ste. 120Scottsdale 85260 / (480) [email protected]

Jeffrey B. JuniorTrajan Insurance & Wealth Services9375 E. Shea Blvd., #100Scottsdale 85260 / (480) [email protected]

KRaymond J. Karlson, CLU, ChFC, CLFNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected]

John C. Keane, J.D.New York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (602) [email protected]

Grigore KeyUNUM2575 E Camelback Rd., Ste. 650Phoenix, 85016 / (480) [email protected]

John F. Kluge, LUTCFNew York Life Insurance4517 E. Apricot LaneGilbert, 85298 / (480) [email protected]

Gregg A. Knudten, ChFC, CLUThrivent Financial for Lutherans17015 N. Scottsdale Rd., Ste. 200Scottsdale, 85255 / (480) [email protected]

Mark Koskovich, CLUNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (602) [email protected]

Laura Kunewa, ChFC, CLUState Farm Insurance Agency2700 S. Sunland Dr.Tempe, 85282 / (480) [email protected]

Sue KurajaMassMutual Arizona17550 N. Perimeter Dr., Ste. 450Scottsdale, 85255 / (480) [email protected]

LMark D. LarsonThrivent Financial for Lutherans2020 Silver Creek Rd Ste. C108 Bullhead City, 86442 / (928) [email protected]

Steven LarsonThrivent Financial for Lutherans17015 N. Scottsdale Rd., Ste. 200 Scottsdale, 85255 / (702) [email protected]

Tod D. Lashway, CLU, ChFC, CFP, LUTCFThe Penn Mutual Life Insurance Co.6176 E. Greenway LaneScottsdale, 85254 / (602) [email protected]

Beth LivelySheila Switzer & Assoc./ExamOne7227 N. 16th Street #235Phoenix, 85020 / (602) [email protected]

Dwight E. LoefflerNew York Life Insurance12453 N. 79th Street, Suite 101Scottsdale, 85260 / (480) [email protected]

MDavid S. Mann, CAS, CFSFuturity First Insurance Group14861 N Scottsdale Rd. #101Scottsdale, 85254 / (602) [email protected]

Harry E. Markham, LUTCFBankers Life & Casualty10002 N. 77th PlaceScottsdale, 85258 / (480) [email protected] Michael E. Markham, LUTCFMarkham Insurance Group5350 E. Deer Valley Dr., #2272Phoenix, 85054 / (480) [email protected]

John Marshall, LUTCFTransamerica2610 South 46thLincoln, NE 68506 / (602) [email protected]


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John Massey, III, CLU, ChFCCountry Financial20860 N. Tatum Blvd Ste 190Phoenix, 85050 / (480) [email protected]

Michael R. Mazzella Jr., CLU, ChFC, LUTCFBrokerage Professionals, Inc. 7910 E. Thompson Peak, Ste. 101Scottsdale, 85255 / (480) [email protected]

Debra L. McBrideBenefit Members Associated, Inc.P.O. Box 12670Scottsdale, 85267 / (602) [email protected]

Michelle S. McCroskey, CLU, ChFC, CPCUState Farm Insurance9150 E. Del Camino Dr., Ste. 100Scottsdale, 85258 / (480) [email protected]

Paul W. MeierThrivent Financial for LutheransP.O. Box 1282Pinetop, 85935 / (928) [email protected]

Theodore R. Meyer, IIIMeyer Financial7373 E. Doubletree Ranch Rd., Ste. 200 Scottsdale, 85258/ (480) 659-2146 [email protected]

Gary J. MillerNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected]

Steven T. MindakSteve Mindak & Associates 14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected]

Michael Moloney, Sr.Premier Documents14985 W. Bell Road, Suite 125Surprise, 85374 / (602) [email protected]

Darin MundyFarm Bureau Financial Services16427 N Scottsdale Rd., Ste. 410Scottsdale, 85254 / (480) [email protected]

Regeanna MwansaJohn Driscoll & Co.5080 N. 40th StreetPhoenix, 85018 / (480) [email protected]

NAmber NabityPhysician Advisors, LLC4447 E. Thorn Tree Dr.Cave Creek, 85331 / (480) [email protected]

Chris D. NashNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254/ (480) [email protected]

Carol Nees, CLTC, CICSheila Switzer & Assoc./ExamOne7227 N. 16th Street #235Phoenix, 85020 / (602) [email protected]

Michael A. Nemger, CLU, ChFC, CLTC, MSFS, CASLNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected]

Gary K. Nielsen, LUTCFSpyGlass Financial Group14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected]

Michael L. Nitchen, LUTCF, CLTC, FSSYour Medicare Health Plan Specialist & Long-Term Care Specialist11445 E. Via Linda, Ste 2-137Scottsdale, 85259 / (480) [email protected]

David J. NorgordNew York Life Insurance4677 W. Earhart Way Chandler, 85226 / (480) [email protected]

Philip B. Novicki, FICThrivent Financial for Lutherans17015 N. Scottsdale Rd., Ste. 200Scottsdale, 85255 / (480) [email protected]

O Bryan O'KeefeNew York Life Insurance14850 N. Scottsdale Road Suite 400Scottsdale, 85254 / (480) [email protected]

John OlsenCapital Strategies Group, LLC2151 E. Baseline Rd., Ste. 101 Tempe, 85283 / (480) [email protected]

Jon R. O'Neal, CLU, LUTCF, ChFC, FICAmerican National Insurance Co.P.O. Box 73110Phoenix, 85050 / (602) [email protected]

PGunther Perdomo, LUTCFState Farm Insurance2040 E. Bell Rd., Suite 110Phoenix, 85022 / (602) [email protected] Douglas B. Phares, LUTCFFarm Bureau Financial Services7650 E. Redfield Rd., Ste. D-4Scottsdale, 85260 / (480) [email protected]

Rodney L. Pigg, FLMI, CLTC, LUTCFPhysicians Mutual Insurance6263 N. Scottsdale Rd., Ste. 335Scottsdale, 85250 / (480) [email protected] Phillis S. Pilvinis, C.E.P.S.P.S.P. & Associates14985 W. Bell RdSurprise, 85374 / (623) [email protected]

Jesus PinedaNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected]


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Donald W. Poppe, CLUPoppe Insurance & Financial Services10229 N. Scottsdale Rd., Suite GScottsdale, 85253 / (480) [email protected]

Steven Poppe, CLUCrump Life Insurance Services6291 E. Wilshire DriveScottsdale, 85257 / (602) [email protected]

Drew L. Porro, LUTCFNew York Life Insurance14850 North Scottsdale Road # 400Scottsdale, 85254 / (480) [email protected]

Sam Post, LUTCF, CLTCRevere Financial Services17550 N. Perimeter Dr., Ste. 450Scottsdale, 85255 / (602) [email protected]

RRichard V. Redaelli, LUTCF, CSASecured Financial Solutions14301 N. 87th Street, Ste. 313Scottsdale, 85260 / (480) [email protected]

James ReevesNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected]

James ReganThe BDA Wealth Group5050 N. 40th Street, Ste. 205Phoenix, 85018 / (480) [email protected]

Mindy S. Reyes, LUTCF, ChFC, CLUCountry Financial 8777 E. Via De Ventura, Suite 270Scottsdale, 85258 / (480) [email protected] Susan B. Riedel, CFFM, FICModern Woodmen of America22647 N. 24th PlacePhoenix, 85024 / (602) [email protected]

Christopher Y. Roden, MBAAmerican Family Insurance Co. 7633 E. Acoma Dr., Suite 207AScottsdale, 85260 / (480) [email protected]

Melody RoseMetLife Securities5050 N. 40th St., Suite 100Phoenix, 85018 / (602) [email protected]

Sherrin L. RoseNew York Life Insurance4890 Antelope Dr.Prescott, 86301 / (480) 840-2162

Mark P. RothmanNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected]

Gregory M. Ryan, CPA, CLTC Spence, Cassidy & Associates, LLC4835 E Cactus Rd. Ste 105Scottsdale, 85254 / (602) [email protected]

SDavid SchaefferFuturists First Insurance Group14861 N. Scottsdale Rd., Ste. 101Scottsdale, 85254 / (602) [email protected]

Joseph Scheid, CLTCMassMutual Arizona17550 N. Perimeter Dr., Ste. 450Scottsdale, 85255 / (480) [email protected]

Daniel SchmaltzThrivent Financial for Lutherans17015 N. Scottsdale Rd., Suite 200Scottsdale, 85255 / (480) [email protected]

Mark A. SensemanLPL Financial3330 E. Camelback Rd., Ste. 212Phoenix, 85018 / (602) [email protected]

Andrew M. Shaw, FICThrivent Financial for Lutherans17015 N. Scottsdale Rd., Suite 200Scottsdale, 85255 / (480) [email protected]

Jon C. Shawl, CLU, ChFCGuardian Life Ins. Co. of America5080 N. 40th Street, Suite 400Phoenix, 85018 / (602) [email protected]

Bryan Shisler, LUTCF, CLUAmerican Family Insurance21642 N. 9th Ave., Suite 103Phoenix, 85027 / (623) [email protected]

Dan Shkapich, ChFC, CLUState Farm Insurance2700 South Sunland Dr.Tempe, 85282 / (972) [email protected]

Gerald D. SimcoxNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected]

David SlepakState Farm Insurance3112 W. Sentinel Rock Rd.Phoenix, 85086 / (480) [email protected]

Raymond F. Smith, LUTCFArizona Premier Insurance Agency, LLC7532 E Pearl CircleMesa, 85207 / (480) [email protected]

Mark SollomiMassMutual Arizona17550 N. Perimeter Dr., Ste. 450Scottsdale, 85255 / (480) [email protected]

Devin Sothan, ChFC, CLU, CPCUDevin Sothan Insurance Agency, LLC34975 N. North Valley PkwyPhoenix, 85086 / (623) [email protected]

Ginny Sparks, R.H.U.Your Insurance Solution, LLC3370 N. Hayden Rd., Ste. 123-641Scottsdale, 85251 / (480) [email protected]

Vasilios SperosSpence, Cassidy & Associates, LLC4835 E Cactus Rd. Ste 105Scottsdale, 85254 / (602) [email protected]


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Scott SquiresThe Squires Group7418 E Helm DrScottsdale, 85260 / (480) [email protected]

Kelli Stiles, J.D.New York Life Insurance2152 W. Kathleen RoadPhoenix, 850234 / (480) [email protected]

Shauna SummState Farm Insurance21620 N 19th Ave, Ste. A-10Phoenix, 85027 / (623) [email protected]

Vern SwegleCapital Management Strategies23127 N. 89th PlaceScottsdale, 85255 / (480) [email protected]

TRoy M. Tadlock, CLUFarmers Insurance Group12065 N. 137th WayScottsdale, 85259 / (602) [email protected]

Kenneth W. Taylor, CLTCTaylor Insurance & Investments Inc.P.O. Box 4964Scottsdale, 85261 / (480) [email protected]

Michael Thomas, LUTCF, ChFC, CLU, CLFMetLife Financial Services60 E Rio Salado Parkway, Ste. 610Tempe, 85281 / (480) [email protected]

Reymundo J. TorresPrudential Insurance Co. of Am.3200 N. Central Ave., Ste. 600Phoenix, 85012 / (602) [email protected]

Christopher M. Tousley, LUTCFFarm Bureau Financial Services7650 E. Redfield Road, Suite D3-4Scottsdale, 85260 / (480) [email protected]

Reed P. TrautmanNew York Life Insurance3719 E. Huett LanePhoenix, 85050 / (480) [email protected]

George TrucksessGeorge Trucksess Insurance & FinancialP.O. Box 12664Scottsdale, 85267 / (602) [email protected]

Charles A. TuckerNew York Life Insurance6710 N. Scottsdale Rd., Ste. 160 Scottsdale, 85253 / [email protected]

UBruce H. Usher, CLU, ChFCUsher & Associates8134 E. Cactus Rd., Suite 600Scottsdale, 85260 / (480) [email protected]

VDaniel S. ValentineLifeBrokers2633 E. Indian School Rd., Ste. 410Phoenix, 85016 / (602) [email protected]

Anil B. Vazirani, IAR, LUTCFSecured Financial Solutions14301 N. 87th St., Ste. 216Scottsdale, 85260 / (602) [email protected]

Neville M. Verster, CLTC, LTC-IS, LLC13771 N. Fountain Hills Blvd., #114-342Fountain Hills, 85268 / (480) [email protected]

Robert E. Vest, IIINew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected] D. Winston Vineyard, LUTCFAmerican Family Insurance Co.9280 E. Raintree Drive, Suite 103Scottsdale, 85260 / (480) [email protected]

º scottsdale º scottsdale ºTrey VineyardThe BDA Wealth Group 5050 N 40th Street, Suite 205Phoenix, 85018 / (480) [email protected]

Dharmesh Vora, LUTCFVora Financial Group, LLC2380 N. Oakmont Dr.Flagstaff, 86004 / (928) [email protected]

WJames D. WallaceWild Olive Ins. & Financial Services15290 N. 78th Way, Ste D204Scottsdale, 85260 / (480) [email protected]

Robert J. Wernecke, CLUECA Financial Services, Inc.7373 E. Doubletree Ranch Rd., Suite B110Scottsdale, 85258 / (602) [email protected]

Mark H. WoodsM.H. Woods & Associates, Inc. 7845 E. Evans Rd., Suite DScottsdale, 85260 / (480) [email protected]

Darren J. WrightWright Wealth Management, LLC 2415 E. Camelback Rd., Ste. 700 Phoenix, 85016 / (602) [email protected]

Richard M. WrightFarm Bureau Financial Services6101 S. Rural Road, #120Tempe, 85283 / (480) [email protected]

John Wrobel Ameritas Life Insurance Group8655 E. Via de Ventura, #F160Scottsdale, 85258 / (480) [email protected]

YVictor Yates, CLTCNew York Life Insurance14850 N. Scottsdale Rd., Ste. 400Scottsdale, 85254 / (480) [email protected]

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A L P H A B E T I C A L C O M P A N Y L I S T I N GIndependentsAmenda, DouglasAnderson, Gregory M.Anderson, WestleyAspegren, Lyle R.Barbanell, Jeffrey S.Barry, Thomas W. Bean, Ann M. Bicket, RichBiro, Jeffrey J.Blau, RonaldBress, AllenCarlson, Susan Chipman, MonicaDahlen, JustinDattner, Alvin L.Dawson, HaydeeDel Re, MonicaDownhour, RichardFarkash, HowardFord, JodiGould, William R. Griffen, Margaret AnneGriffin, Terrie Hill, J. DavidHolt, Timothy W.Jackson, ElayneJones, Tracy L.Junior, Jeffrey B.Mann, David S.Markham, Michael E.Mazzella, Jr., Michael R. McBride, DebraMeyer, Theodore R., IIIMoloney, Sr. , Michael P.Nitchen, Michael L.Olsen, JohnPilvinis, Phillis S.Poppe, Steven C. Post, SamRegan, JamesSchaeffer, DavidSenseman, Mark A.Smith, Raymond Sparks, GinnySwegle, VernTaylor, Kenneth W.Trucksess, George Vazirani, AnilVerster, Neville M.Vineyard, Trey

Allstate Insurance Co. Albanese, Anthony

American Family InsuranceRoden, Christopher, Y.Shisler, BryanVineyard, D. Winston

American National Ins.Campasano, RalphHeath, ChuckO'Neal, JonPoppe, Donald W.Squires, ScottWoods, Mark

American Savings Life Ins. Co. Allen, Byron

American United LifeEibeck, Michael E.Ryan, Gregory M.Speros, Vasilios

Ameritas Life Insurance GroupWrobel, John

The BDA Wealth GroupRegan, JamesVineyard, Trey

Bankers Life & Casualty Co.Markham, Harry E.

Conseco Variable Ins. Co. Dubes, Michael

Crump Life Insurance ServicesPoppe, Steven C.

Country Financial Bennett, ScottMassey, III, JohnReyes, Mindy S.

ECA Financial ServicesWernecke, Robert J.

Farm Bureau Financial ServicesMundy, DarinPhares, Douglas B.Tousley, Christopher M.Wright, Richard M.

Farmers Insurance GroupTadlock, Roy M.

Genworth Life InsuranceDevereaux, Barbara G.

Guardian Life Driscoll, John M.Mwansa, RegeannaShawl, Jon C.

INGVora, Dharmesh

Jackson National LifeGagliano, Mark P.

LifeBrokersValentine, Daniel S.

MassMutualWright, Darren J.

MassMutual ArizonaChild, Darcy L.Dollarhide, Jeffrey C.Garcia, Michael A.Kuraja, SueScheid, JosephSollomi, Mark

MetLife Financial ServicesRose, MelodyThomas, Michael

Midland NationalRedaelli, Richard

Modern Woodmen of AmericaRiedel, Susan


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New York Life InsuranceBrekan, Joseph R.Buzzard, Bryan T.Cacioppo, RobertCipolletti, MichaelCook, Barry A.Fort, RichardFrank, Bruce J.Goodman, Dean R.Hartman, Robert A.Henderson, Martin F.Hildebrand, Wayne H.Jackson-Kittle, SamanthaKarlson, Raymond J.Keane, John C. Kluge, John F.Koskovich, MarkLoeffler, Dwight E.Miller, Gary J.Mindak, Steven T. Nash, Chris D.Nemger, Michael A.Nielsen, Gary K.Norgord, David J. O'Keefe, BryanPineda, JesusPorro, Drew LucienReeves, JamesRose, Sherrin L.Rothman, Mark P.Simcox, Gerald D.Stiles, KelliTrautman, Reed P.Tucker, Charles A.Usher, Bruce H.Vest III, Robert L.Wallace, JamesYates, Victor

Northwestern MutualBeyer, Richard W.

PennMutual Life Ins. Co.Lashway, Tod D.

Physician Advisors, LLCNabity, Amber

Physicians Mutual InsuranceHolland, EricPigg, Rodney L.

Prudential Insurance Co. of Am.Torres, Reymundo J.

Revere Financial ServicesJackson, ElaynePost, Sam

Sheila Switzer & Assoc./ExamOneLively, BethNees, Carol

State Farm InsuranceAhluwalia, Daniel K.Estes, Joy T.Holmes, Regina R.Kunewa, LauraMcCroskey, MichellePerdomo, GuntherShkapich, DanSlepak, DavidSothan, DevinSumm, Shauna

º scottsdale º scottsdale ºThrivent FinancialBrooks, BrianJohnson, Mark W.Knudten, Gregg A.Larson, Mark D.Larson, StevenMeier, Paul W.Novicki, Phillip B.Schmaltz, DanielShaw, Andrew M.

Trajan Insurance & Wealth ServicesJunior, Jeffrey B.

TransamericaMarshall, John

Union CentralHam, Dennis M.

UNUMKey, Grigore

A L P H A B E T I C A L C O M P A N Y L I S T I N G

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Randy Rasnake, II3964 East PimaTucson, 85712520.324.0055

[email protected]

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NAIFA

O F F I C E R SPresident Juan Ibarra President-Elect Chaz ElstenSecretary/Treasurer Marcus CarreonImmediate Past President Tom Tatro, FSS, ChFC National Committee Chair Tom Tatro, FSS, ChFC

D I R E C TO R SRobert Hamm Adam Harrison RothConnie Jo McAdams, LUTCF Brett J. Stein Jason T. Robinson

NAIFA-TucsonJeanie Merideth6890 E. Sunrise Dr., Ste. #120-248, Tucson, AZ 85750 (520) 299-6787, (520) 299-6431 [email protected] www.naifa-tucson.com

C O M M I T T E E C H A I R P E R S O N SGolf Tournament Chair Seth Krasne, LUTCF, CLTCHealth Insurance/Membership Chair Chaz ElstenIFAPAC Chair Connie McAdams, LUTCFPrograms/YAT Chair Marcus Carreon

Juan Ibarra 520-620-5379

tucsonwww.naifa-tucson.com

TU

CSO

N

94

ALuke AdamsFarm Bureau Financial Services10355 N La Canada Dr, Ste 107Tucson, 85737 / (520) 885-3083 [email protected]

Kristen AndersonKristin Anderson Insurance12060 N Thornydale Road, Ste 102Marana, 85658 / (520) [email protected]

Omar H. AnteloNew York Life1 S Church Ave, Ste 2200Tucson, 85701-1621 / (520) [email protected]

Thomas ApgerNew York Life1 S Church Ave, Ste 2200Tucson, 85701-1621 / (520) [email protected]

BDwight W. Babcock Babcock Financial Group 6464 E. Grant Road Tucson, 85715 / (520) 298-1991 [email protected]

Gregory L. Baker, CLU, ChFCGreg Baker & Associates2919 E Broadway, Ste 300A, #108Tucson, 85716 / (520) 320-0960 [email protected]

Supriya Bakshi New York Life7526 E. Camino AmistosoTucson, 85750 / (520) [email protected]

Michael P. BarkerAmerican Family Life Insurance1131 S La Canada Dr, #105Green Valley, 85614 / (520) [email protected]

David BeardenNew York Life1 S Church Ave, Ste 2200Tucson, [email protected]

Scott BeardshearScott Beardshear, LLC1101 S. Naco Hwy, Ste 117Bisbee, 85603 / (520) [email protected]

Jonathan BeatyLiberty Mutual Insurance Company333 N Wilmot Rd, Ste 100Tucson, 85711 / (520) [email protected]

Myles K. Beck, LUTCFP.O. Box 13069 Tucson, 85732 / (520) 577-2711 [email protected]

Ronen Ben-DovNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

Mathew J. BensonNew York Life1 S Church Ave, Ste 2200Tucson, 85701 [email protected]

Raymond Borst, CLU, ChFC, LUTCFHumana Insurance Company5210 E Williams Circle, Ste 200Tucson, 85711 / (520) [email protected]

Marc S. BradenNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) 620-5300 [email protected]

Michael L. Braegelmann, CLUState Farm Insurance Companies 4178 E. 22nd Street Tucson, 85711-5335 / (520) [email protected]

Diana Brettrager, CIC, FSS, LUTCFCountry Financial8460 E. Broadway Tucson, 85710 / (520) 298-6700 [email protected]

CRobert Campbell New York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

Marcus CarreonNew York Life1 S Church Ave, Ste 2200Tucson, 85701-1621 / (520) [email protected]

Peter P. Chan, CLU, MBA New York Life 1 S Church Ave, Ste 2200 Tucson, 85701 / (520) 620-5309 [email protected]

Chelsea CohenChelsea Cohen Insurance Agency8476 E Speedway Blvd, Ste 208Tucson, 85710 / (520) [email protected]

Steve CooperAllstate Life Insurance Company8383 E 22nd StTucson, 85710-6528 / (520) 882-9001

Jesus CornidezNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

Christopher Cox, CSASmith & Cox, LLC1846 E Innovation Park DrOro Valley, 85755 / (520) [email protected]

DMary Ann DaleyDaley Insurance325 E Deone LnTucson, 85704 / (520) [email protected]

Clinton E. Davis, CLU, ChFCClinton Davis Financial Services, Inc. 6890 E Sunrise Dr, #120-497Tucson, 85750 / (520) [email protected]

º tucson º tucson º

95

Jerlynne L. Davis, CLU, ChFC, LUTCFIndependent Insurance Agent4401 N. Lason Ln Tucson, 85749 / (520) 760-0077 [email protected]

Peter D. De La RamBelje, LUTCFNew York Life1 S Church Ave, Ste 2200Tucson, 85701-1621 / (520) [email protected]

Lyle A. Deo, CLU, ChFC, CTLCNOVA Financial 1630 E. River Rd., Ste 120Tucson, 85718 / (520) [email protected]

Thomas P. Dierken New York Life 1 S Church Ave, Ste 2200Tucson, 85701 / [email protected]

EAllen G. Ekman, LUTCF, CLU21st Century Financial4810 E Camp Lowell DrTucson, 85712 / (520) [email protected]

Aaron EllysonNew York Life1 S Church Ave, Ste 2200Tucson, 85701 [email protected]

Chaz ElstenThe Elsten Agency2702 N Country Club RdTucson, 85716 / (520) [email protected]

Matthew EmichNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

FBrian FennNorthwestern Mutual 1760 E River Rd, Ste 247Tucson, 85718 / (520) [email protected]

Maria Frisby, CLU, ChFC, CICFrisby Insurance P.O. Box 369 Tucson, 85702 / (520) 622-1595 [email protected]

GW. Craig Gibson, CLUNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

Jeffrey R. GietlGietl & Strutz Insurance4562 N 1st Ave, #130Tucson, 85718 / (520)[email protected]

Ricardo L. Gomez, LUTCFMass Mutual7355 S Brackenbury Dr.Tucson, 85746 / (520) [email protected]

Joseph G. Gootter, CLU, ChFCAxa Advisors, LLC 7002 N Ina Place Tucson, 85718 / (520) 747-0043 [email protected]

Christopher P. Gurton, LUTCFCountry Financial5151 N Oracle, #118ATucson, 85704 / (520) 297-1290 [email protected]

HMichael HallidayTucson Agency7445 N Oracle Rd, Ste 201Tucson, 85704 / (520) [email protected]

Robert HammAmerican Family Life Insurance10132 N Oracle Rd, Ste 160Tucson, 85704 / (520) [email protected]

Rebecca Harper, CCFC3732 N Cherry AveTucson, 85719 / (520) [email protected]

Paul HeiserState Farm Insurance Companies3801 E Ft. Lowell RdTucson, 85716 / (520) [email protected]

Sean HellebuyckHellebuyck Agency5671 N Oracle Rd, #1108Tucson, 85704 / (520) [email protected]

Stacey M. Himes D’Antonio, LUTCFBerwick-Himes Insurance Services, LLC 3561 E. Sunrise Dr., Ste 135Tucson, 85718 / (520) 790-7777 [email protected]

Doug HoagFarm Bureau Financial Services10355 N La Canada Dr, #197Tucson, 85737 / (520) [email protected]

Eric HughesGenworth Financial4729 E Sunrise DrTucson, 85718 / (520) [email protected]

Joshua HydeCatalina Sunrise10355 N. La Canada Dr., Ste 197Oro Valley, 85737 / (520) [email protected]

IJuan F. Ibarra New York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]


96

Mojca Sonja Integlia, B.A., M.L.S.Integlia Financial Services 37558 S Hill Side Dr Tucson, 85739 / (520) [email protected]

JColby Scott JohnsenFarm Bureau Financial Services3501 S Marissa DrTucson, 85730 / (520) [email protected]

Doug Jones, CLU, ChFCSothern Arizona Financial Group1760 E River Rd, Ste 247Tucson, 85718 / (520) [email protected]

Ryan Jones New York Life300 E. Esplanade Dr., Ste 2050Oxnard, CA 93036 / (805) [email protected]

KRichard E. Kisthardt, LUTCFCountry Financial8460 E Broadway BlvdTucson, 85710-4010 / (520) [email protected]

Seth J. Krasne, LUTCF, CLTCNew York Life 1 S Church Ave, Ste. 2200Tucson, 85701 / (520) 620-5314 [email protected]

LYuk-Yi Susan Lai-Chan New York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

Kurt LarsenKurt Larsen Agency9110 N Silverbell Rd, Ste 170Tucson, 85743 / (520) [email protected]

Michael LeedLeed & Leed Inc.1889 N. Kolb Rd.Tucson, 85715 / (520) [email protected]

Kevin LeifeldNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

Justin B. Limmer North Star Resource Group 6985 N. Oracle Rd.Tucson, 85704 / (520) 320-0960 [email protected]

Nina LiskState Farm Insurance Companies11655 N Red Creek PlOro Valley, 85737 / (520) [email protected]

Sean LitskyNew York Life1 S Church Ave, Ste. 2200Tucson, 85701 / (520) [email protected]

MArvind MaddurNorthwestern Mutual1760 E River RdTucson, 85718 / (520) [email protected]

Jon MagochRetirement Navigators Financial & Insurance Inc.258 E River Rd, #110Tucson, 85704 / (520) [email protected]

James MainaMain St. Exec. & Empl. Benefits, LLC7440 N Oracle Rd, #5Tucson, AZ 85704 / (520) [email protected]

Clarissa MarquezNova Home Loans6245 E Broadway Blvd, #400Tucson, 85711 / (520) [email protected]

William Mayfield, CSAMayfield Financial2567 N 1st AveTucson, 85719 / (520) 322-9773 [email protected]

Connie Jo McAdams, LUTCFMutual of Omaha Companies 2710 W Appaloosa Rd Tucson, 85742 / (520) 575-9414 [email protected]

Dennis P. McEvoy, CLU, ChFC CLTCNorthwestern Mutual11750 E Exmoor PlTucson, 85748 / (520) [email protected]

William McKenzie, LUTCF, MDRTNTrust Financial Services15909 N Starboard DrTucson, 85739-9501 / (520)[email protected]

Stephen R. McNeely, CLU, ChFCMcNeely Financial Services 3540 Calle Tres Green Valley, 85614 / (520) 625-6679 [email protected]

Dennis R. Merideth, CLU, ChFCMetLife Financial Services6890 E. Sunrise Dr, Ste 120Tucson, 85750 / (520) [email protected]

Jeanie MeridethNAIFA-Tucson6890 E Sunrise Dr, Ste 120, #248Tucson, AZ 85750 / (520) [email protected]

Matthew J. Minehart, LUTCFNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

NScott A. Nasca, LUTCFCountry Financial 3295 W Ina Rd, #100Oro Valley, 85741 / (520) 797-0100 [email protected]


97

Lawrence H. Neidich, LUTCFCountry Financial 5151 N Oracle Rd, Ste 118A Tucson, 85704 / (520) 407-0508 [email protected]

Jeff Noel State Farm Insurance Companies 9040 E Valencia, Ste 160 Tucson, 85747 / (520) 574-7777 [email protected]

Justin L. NorrisNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

PJoshua PelligreenAmerican Family Life Insurance10371 N Oracle Rd, Ste 211Tucson, 85737 / (520) [email protected]

J. Nicholas Pierson Northwestern Mutual 1760 E River Rd, #247Tucson, 85718 / (520) [email protected]

RKuddusi Ramazanoglu New York Life 1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected] Allen R. Rasnake, II APPS Paramedical Services3964 E Pima StTucson, 85712 / (520) 324-0055 [email protected]

Fred Riesgo, Jr. AXA Advisors, LLC 5151 E Broadway Blvd, Ste 1200 Tucson, 85711 / (520) 572-5934 [email protected]

Jason T. Robinson Northwestern Mutual 1760 E River Rd, #247Tucson, 85718 / (520) [email protected]

Kimberly Rodriguez, PHRAFLAC3275 W Ina RdTucson, 85741-2328 / (520) [email protected]

Jeffrey S. Ronstadt Ronstadt Insurance, LLC 6775 E Camino Principal Tucson, 85715 / (520) 721-4848 [email protected]

Douglas RoperNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

Adam RothAllstate Life Insurance Company4237 W Ina Rd, #107Tucson, 85741 / (520) [email protected]

Robby Rowan, Jr., CLU,ChFC,CFPState Farm Insurance Companies503 N. Tatum LaneGilbert, 85234 / (480) [email protected]

SMichael A. Sandoval, CLU, ChFCMutual of Omaha Companies 8208 N Freshwater LnTucson, 85741 / (520) 572-1156 [email protected]

Dennis R. Scalpone DRS Insurance Services, Inc.9154 E Magdalena RdTucson, 85710 / (520) [email protected]

David SchimkeSchimke Insurance and Financial Services1687 W Silver Berry PlTucson, 85737 / (520) [email protected]

Scott SchultzThrivent Financial for Lutherans11826 W Anthony Dr.Tucson, 85743 / (520) [email protected]

Glen SmartNOVA Home Loans6893 N Oracle Rd, Ste 121Tucson, 85704-4270 / (520) [email protected]

Gordon M. Smith New York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

Philip L. Solinsky, LUTCFSolinsky Financial Group, Inc. 5215 N Sabino Canyon RdTucson, 85749 / (520) 885-6623 [email protected]

Brett SteinNorthwestern Mutual 1760 E River Rd, Ste 247Tucson, AZ 85718 / (520) [email protected]

Timothy J. Stilb National Life Insurance Company 1889 N Kolb RdTucson, AZ 85715 / (520) 296-8481 [email protected] Doyle W StokesState Farm Insurance1649 W Sunkist RdTucson, AZ 85755 / (520)[email protected]

Bruce Stubbs, LUTCFHorace Mann/Champions Choice Insurance and Financial Services, LLC 1995 W Grant Rd, 125YTucson, 85745 / (520) [email protected]

Sheila SwitzerSheila Switzer & Associates/Examone1860 E River Rd, #110Tucson, 85718 / (520) [email protected]

TChris M TanjuaquioNorthwestern Mutual1760 E River Rd, #247Tucson, AZ 85718 / (520) [email protected]


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Tom A. Tatro, FSS, ChFCTom Tatro State Farm Insurance4759 E Camp Lowell DrTucson, 85712 / (520) 323-2253 [email protected]

Daniel P. Toal, CLU, LUTCFLovitt & Touche7202 E Rosewood Dr, #200Tucson, AZ 85710 / (520) [email protected]

Steven D. Touche Lovitt & ToucheP.O. Box 32702 Tucson, 85751 / (520) 722-3000 [email protected]

VChastity VaughanAPPS Paramedical Services3964 E Pima StTucson, 85712 / (520) [email protected]

Maria A. Velez New York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

Thomas R. Vetrano, CMFC, LUTCFVetrano Financial Services 7498 N La ChollaTucson, 85741 / (520) 544-7919 [email protected]

Scarlett R. Vogel-Ham New York Life 1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

WPaul WalkerMetLife Financial Services4732 N Oracle Rd, #115Tucson, 85705 / (520) 293-9300 [email protected]

Tracey WebberTracey Webber Insurance & Financial1100 E Ajo Way, #206Tucson, AZ 85713 / (520) [email protected]

Guy WelshNew York LifeOne S Church Ave, Ste 2200Tucson, AZ 85701 / (520) [email protected]

Pamela Wise New York Life1 S Church Ave, Suite 2200Tucson, 85701 / (520) [email protected]

YFrank YoudelmanMetLife Financial Services4713 E Camp LowellTucson, AZ 85712 / (520) [email protected]

Ben W. YoungNew York Life1 S Church Ave, Ste 2200Tucson, 85701 / (520) [email protected]

ZMargaret M. Zaring, LUTCFMetLife Financial ServicesPO Box 89434Tucson, 85752 / (520) [email protected]


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A L P H A B E T I C A L C O M P A N Y L I S T I N GIndependentsBabcock, DwightBaker, GregoryBecerra, KarolBeck, MylesBorst, RaymondCox, ChristopherDaley, MaryDavis, JerlynneDeo, LyleEkman, AllenFrisby, MariaGietl, JeffreyHarper, RebeccaHimes, D’Antonio StaceyHughes, EricHyde, JoshuaInteglia, MojcaKirby, RoxsannLimmer, JustinMagoch, JonMaina, JamesMarquez, ClarissaMayfield, WilliamMcKenzie, WilliamMcNeely, StephenMerideth, JeanieRonstadt, JeffreySchimke, DavidSchultz, ScottSmart, GlenSolinsky, PhilipStilb, TimothyStubbs, BruceSwitzer, SheilaToal, DanielTouche, StevenVetrano, ThomasWebber, Tracey

AFLACRodriguez, Kimberly

Allstate Life Insurance CompanyCooper, Steve Roth, Adam

American Family Life InsuranceBarker, MichaelHamm, RobertPelligreen, Josh

APPS Paramedical ServicesRasnake, AllenVaughan, Chastity

AXA Advisors, LLCGootter, Joseph Riesgo, Fred

Country FinancialBrettrager, DianaGurton, ChristopherHalliday, MichaelKisthardt, RichardNasca, ScottNeidich, Lawrence

Farm Bureau Financial ServicesAdams, LukeHoag, DougJohnsen, Colby

Farmers Insurance GroupCohen, ChelseaElsten, ChazHellebuyck, Sean

GuardianDavis, ClintonScalpone, Dennis

Liberty Mutual Insurance CompanyBeaty, Jonathan

Mass MutualGomez, Ricardo

MetLife Financial ServicesMerideth, Dennis Walker, PaulYoudelman, FrankZaring, Margaret

Mutual of Omaha CompaniesMcAdams, ConnieSandoval, Michael

New York LifeAntelo, OmarApger, ThomasBakshi, SupriyaBearden, DavidBen-Dov, RonenBenson, MathewBraden, MarcCampbell, RobertCarreon, MarcusChan, PeterCornidez, JesusDe La RamBelje, PeterDierken, ThomasEllyson, AaronEmich, MatthewGibson, W. Ibarra, JuanJones, RyanKrasne, SethLai-Chan, Yuk-Yi SusanLeifeld, KevinLitsky, SeanMinehart, MatthewNorris, Justin Ramazanoglu, KuddusiRoper, Douglas Smith, GordonVelez, MariaVogel-Ham, ScarlettWelsh, GuyWise, PamelaYoung, Ben


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Northwestern MutualFenn, BrianJones, DougMaddur, ArvindMcEvoy, Dennis Pierson, J.Robinson, JasonStein, BrettTanjuaquio, Chris

State Farm Insurance CompaniesAnderson, KristinBeardshear, ScottBraegelmann, MichaelHeiser, PaulLarsen, KurtLisk, NinaNoel, JeffRowan, RobbyStokes, DoyleTatro, Tom


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NAIFA

O F F I C E R SPresident Christopher S. KellySecretary Constance M. CrerandTreasurer Steve R. GoucherNational Committee Chair Robert A. Bryant, Sr., LUTCF

D I R E C TO R SPaul FordDon HastingsNelson Simon

NAIFA-West ValleyChristopher S Kelly

Phone: 623-444-7892

Fax: 623-476-5668

Email: [email protected]

C O M M I T T E E C H A I R P E R S O N SIFAPAC George HendersonMembership Paul Ford Programs Don Hastings

Christopher Kelly623-444-7892

west valleywww.naifawestvalley.org

WEST VA

LLEY

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AScott Adamson22001 N. 80th Dr.Peoria, 85383 / [email protected]

Lukas AtkinsLuke Atkins State Farm21610 N 35th Ave #164Glendale, 85308 / [email protected]

BAmber R. BargerThrivent Financial for Lutherans®5611 N. 54th Ave.Glendale, AZ 85301 / [email protected]@thrivent.com

Wayne Barress State Farm17235 N. 75th Ave., Ste B165Glendale, 85308/ (623) [email protected]

Jim L. Bennett, LUTCF Bennett Insurance Group, Inc.24654 N. Lake Pleasant PkwySuite 103-575Peoria, 85383 / [email protected]

Jay R. Bibich Farm Bureau Financial Services18301 N. 79th Ave., D-146 Glendale, 85308 / [email protected]

Robert A. Bryant, Sr., LUTCF Longevity Planners LLC12316 N. Dove Wing WayPeoria, 85383 / [email protected]

CWilliam G. Coking, CLU IndependentP.O. Box 24837Tempe, 85285 / [email protected]

Betty Jo ConveryCLU, ChFC, FLMIState Farm Insurance Companies4225 W Bell RoadPhoenix, AZ 85053 / [email protected]

Constance M. Crerand Financial Initiatives6419 W. El Cortez PlacePhoenix, 85083 / [email protected]

Joseph E. Crerand, Jr., CLU, ChFCFinancial Initiatives6419 W. El Cortez PlacePhoenix, 85083 / [email protected]

DDonita DealAmerican National Insurance Company15188 N 75Th Ave Ste 200Peoria, AZ 85381 / [email protected]

FMike Ford PFG Marketing Group, Inc.2440 W. Mission Lane, Suite 11Phoenix, 85021 / 602-944-2220, ext. [email protected]

Paul Ford PFG Marketing Group, Inc.2440 W. Mission Lane, Suite 11Phoenix, 85021 / 602-944-2220, ext. [email protected]

Stephanie FullertonFullerton Financial Planning14155 n. 83rd Avenue #144Peoria, AZ 85381 / [email protected]

Mark FunkThrivent Financial®9139 W Thunderbird Rd Ste 210Peoria, AZ 85381 / [email protected]

GBrian GinterThrivent Financial for Lutherans9139 W Thunderbird Rd Ste 210Peoria, AZ 85381 / [email protected]

Stephen R. Goucher Farm Bureau Financial Services18301 N. 79th Ave., Ste. D-146Glendale, 85308 / [email protected]

Catherine M. Guyette, LUTCFAmerican Family Life Insurance Company13711 W Camino Del Sol Ste 3Sun City West, AZ 85375 / [email protected]

HDavid HandFarmers Insurance Group/ Lyle Hand Agency2432 W Peoria Ave Ste 1025 Phoenix AZ 85029 / [email protected]

Lyle HandFarmers Insurance Group/ Lyle Hand Agency2432 W Peoria Ave Ste 1025 Phoenix AZ 85029 / 602- [email protected]

C. Don Hastings Farm Bureau Financial Services18301 N. 79th Ave., D-146Glendale, 85308 / [email protected]

Donald D. Homsey, Sr., LUTCFFarmers Insurance Group6033 W Bell Rd #F Glendale AZ 85308 / [email protected]

Brett HuddlestonState Farm Insurance Companies6213 S Miller Rd Ste 106 Buckeye, AZ 85326 / 623- [email protected]

west valley º west valley

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IRoy N. Irwin, LUTCF Irwin Insurance & Investments5639 W. TonopahGlendale, 85308 / [email protected]

JJennifer Jasper State Farm Insurance10204 W. Happy Valley Rd. #175Peoria, 85383 / [email protected]

Gary D. JeffersThrivent Financial®430 W Warner Rd Ste 124 Tempe AZ 85284 / [email protected]

KBrad KallevigFarm BureauSaguara Agency22601 N. 19th Avenue #106Phoenix, AZ / [email protected]

Christopher S. KellyFarmers Insurance Group9460 W. Peoria Ave., Ste. EPeoria, 85345 / [email protected]

Clark A. Krueger, CFP Thrivent Financial®17505 N. 79th Ave., Ste. 101Glendale, 85308 / [email protected]

LDaniel L. Lindblad, CLULindblad Financial Group10451 Palmeras Dr., Suite 240Sun City, 85373 / [email protected]

David A. Livingston, LD22 ChFC,AZ House of Representatives 1700 W. Washington St. Room 341 Phoenix, 85007 / 602-926-4178Cell: [email protected] / [email protected]

Dorothy Lockard Farm Bureau Financial Services311 N. Miller Rd.Buckeye, 85326 / [email protected]

MBob Morrison American Family/Robert Morrison Agency6033 W Bell Rd Suite J Glendale AZ 85308 / [email protected]

NVerl F. Naber, CLU, LUTCF, FIC Farm Bureau Financial Services13506 W. Medlock DriveLitchfield Park, 85340 / [email protected]

Chris Noland, CLU West Valley Agency Field Office9051 W. Kelton Lane, Suite 12Peoria, 85382 / [email protected]

OAlex OmsState Farm Insurance17505 N 79th Ave #216Glendale, AZ 85308 / 623- [email protected]

Susan G. O'NeleAmerican Family Insurance2412 W. Greenway Road, Suite C-10Phoenix, 85023 / [email protected]

PJeff G. PettettAmerican Family Insurance4151 W. Thunderbird Rd.Phoenix, 85083 / [email protected]

REverett J. Raines, CLU, ChFCRaines Insurance Services Inc.P.O. Box 219Tonopah, 85354 / [email protected]

Victor A. RodriguezLiberty Mutual Insurance8537 W. El Caminito Dr.Peoria, 85345 / [email protected]

George J. Rowe Farm Bureau Financial Services3673 S. Bullard Avenue, Suite 101Goodyear, 85338 / [email protected]

SVincent L. Salvione, CLF, LUTCFAmerican Family Mutual Ins. Co.21642 N. 9th Ave., Suite 102Phoenix, 85027 / [email protected]

Preston G. SchmidtThrivent Financial®9139 W Thunderbird Rd Ste 210 Peoria AZ 85381 / [email protected]

David A. SewellFarm Bureau Financial Services10240 N. 31st Avenue, Suite 135Phoenix, 85051 / [email protected]

Nelson N. Simon Independent General Agent9602 W. Granada Dr.Sun City, 85373/ [email protected]


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Jonathan A. Smith, CSA Jonathan Smith Insurance7019 W. Midway Ave.Glendale, 85303 / [email protected]

David H. Souders, CLU, LUCTF 17220 N. Boswell Blvd., Suite 131ESun City, AZ 85373 / [email protected]

Brandon K. Sparks, FIC Thrivent Financial - 52917505 N. 79th Ave., Ste. 101Glendale, 85308 / [email protected]

TJamie TalamanteCSA General Insurance2480 W. Las Palmaritas Dr.Phoenix, 85021 / 602-864-5230 Dorothy C. Taylor11414 N. 30th AvenuePhoenix, 85029 / [email protected]

UW. Andrew Unkefer Unkefer & Associates7029 N. 55th Dr.Glendale, 85301 / [email protected]

WJack H. WatkinsPFG Marketing2440 W. Mission Lane, Suite 11Phoenix, 85021 / 602-944-2220, ext. [email protected]

Matthew C. Word ChFC®, CLF®, CLU ®, LUTCF, FSSNorth Phoenix Agency15396 N 83rd Avenue, Bldg. A, Ste. #304Peoria, 85381 / (623) [email protected]

ZJeanie M ZaporowskiFarmers Insurance Group6685 W Beardsley Rd #275Glendale, AZ 85308 / 623- [email protected]


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A L P H A B E T I C A L C O M P A N Y L I S T I N GIndependentsAdamson, ScottBennett, Jim L.Bryant, Robert A.Coking, William G.Fullerton, Stephanie Irwin, Roy N.Lindblad, Daniel L.Naber, Verl F.Raines, Everett J.Smith, Jonathan A.Simon, Nelson N.Souders, David H.Talamonte, Jaime R.Taylor, Dorothy C.Unkefer, W.Andrew

American FamilyO'Nele, Susan G.Morrison, BobSalvione, Vincent L.

Ameriprise FinancialLivingston, David A.

Country Insurance & FinancialWord, Matthew C.

Farm Bureau Financial ServicesBibich,Jay R.Goucher, Stephen R.Hastings, Charles D.Kallevig, BradLockard, Dorothy R.Naber, Verl F.Rowe, George J.Sewell, David A.

Farmers Insurance GroupKelly, Christopher S.

Financial InitiativesCrerand, Constance M.Crerand, Joseph E.

Liberty Mutual InsuranceRodriguez, Victor A.

PFG Marketing GroupFord, D. MichaelFord, Paul Watkins, Jack H.

State FarmWayne BarressJasper, JenniferNoland, Chris

Thrivent FinancialKreuger, Clark A.Sparks, Brandon K.


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By joining NAIFA and becoming involved in our association, I grew my business and became a better advisor, serving my clients with the knowledge and experience that they deserve.

My experience with NAIFA taught me the value of our industry, its accomplished leaders, and how congressional legislation impacts the lives of our clients and our own bottom line.

As a NAIFA member, I continue to take advantage of programs only available to NAIFA members, including LILI, the Leadership in Life Institute. Without NAIFA, I would not have had the leadership experi-ence, the business growth opportunities and the personal friendships I have enjoyed throughout my career.

NAIFA continues to support the growth of our industry and protects the future of our profession and the clients we represent.

Cindy Bong, CLTC, LUTCFCindy Bong Insurance Agency, LLCHartland, WINAIFA Member Since 1997

I GREW MY BUSINESS AND BECAME A BETTER ADVISOR“ ”

Get the rest of the story at

www.NAIFA.org/IAvoice

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NAIFA yumawww.naifa-az.org

YU

MA

O F F I C E R S–––––––––––––––––––––––––––––––––––––––––––––––––––––––President Gary Smith, CLU, ChFC, LUTCF

Secretary Reed Lohrenz

Treasurer David M. Schuman, CLU, LUTCF

Past President Yara T. Nash

C O M M I T T E E C H A I R P E R S O N S–––––––––––––––––––––––––––––––––––––––––––––––––––––––Government Relations Yara T. Nash

IFAPAC David M. Schuman, CLU, LUTCF

Membership Reed Lohrenz

Gary Smith, CLU, ChFC, LUTCF928-344-0403

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FTony C. FelixThe Felix Insurance Agency1021 West 16th StreetYuma, 85364 / [email protected]

Katie FigueroaState Farm360 W. 20th St., Suite CYuma, 85364 / [email protected]

GCarmen T. GreenMontoya Group LLC650 S. 4th AvenueYuma, 85364 / [email protected]

HZeke M. HerreraState Farm2811 S. 4th Ave., Ste. C Yuma, 85364 / [email protected]

LReed Lohrenz, CEA, CSAIndependent281 W. 24th Street, Suite 135Yuma, 85364 / [email protected]

Liz LasterFarm Bureau Financial Services7175 E. 31st Pl.Yuma, AZ 85365Office (928) [email protected]: http://[email protected]

MDavid J. Montoya, LUTCFMontoya Group LLC650 S. 4th AvenueYuma, 85364 / [email protected]

NYara T. NashNew York Life2044 S. 6th AveYuma, 85364 / [email protected]: www.yaranash.com

RMarci R. RiosNew York Life2450 S. 4th Ave., Suite 200Yuma, 85367 / 928-317-1797

SDavid M. Schuman, CLU, LUTCFFarmers Insurance Group670 E. 32nd Street, Ste. 11Yuma, 85365 / [email protected]

Gary L. Smith, CLU, ChFC, LUTCFFinancial Design Group1405 W 16th St, Suite A Yuma, 85364 / [email protected]

º yuma º yuma º

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A L P H A B E T I C A L C O M P A N Y L I S T I N GIndependentsFelix, Tony C.Lohrenz, Reed

Farm Bureau Financial ServicesLaster, Liz

Farmers Insurance GroupSchuman, David M., LUTCF. CLU

FDG Financial Design GroupGary L. Smith. CLU, ChFC, LUTCF

Montoya GroupGreen, Carmen T.Montoya, David J., LUTCF

New York LifeNash, Yara T.Rios, Marci R.

State FarmHerrera, Zeke M.Figueroa, Katie

º yuma º yuma º

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NAIFA is proud to announce a partnership with the College for Financial Planning to create a new, dynamic and interactive curriculum for NAIFA’s Life Underwriter Training Council Fellow (LUTCF) designation.

What is the NAIFA LUTCF?LUTCF stands for Life Underwriter Training Council Fellow, a longstanding industry designation owned by NAIFA.

NAIFA played a leading role in the creation of The Life Underwriter Training Council in 1947. The establishment of LUTC is one of many points in NAIFA’s history of commitment to practical training for agents and advisors in the field and to the peace of mind of consumers.

The LUTCF designation was established in 1984, and since then more than 50,000 LUTCF designations have been conferred. NAIFA is proud of its long history associated with the LUTCF designation. It has been and will continue to be the proven designation for agents and advisors across the country. The underlying principle of providing valuable industry-specific training to NAIFA members has never been more important for the industry than it is today.

How is the NAIFA LUTCF Changing?For years, the NAIFA LUTCF program was administered on behalf of NAIFA by The American College. That partnership is ending, effective July 1, 2015.

However, NAIFA has entered in a new partnership with the College for Financial Planning to re-launch the program. Information regarding the new curriculum, requirements for completion, pricing and other details about the new NAIFA LUTCF program can be found on the CFFP/LUTCF website www.cffpinfo.com/lutcf-life-underwriter-training-council-fellow/

About the College for Financial PlanningFounded in 1972, the College for Financial Planning provides accessible and flexible degree, non-degree, and continuing professional education programs to students nationwide. Shortly after its founding, the College introduced the CERTIFIED FINANCIAL PLANNER™ certification, which has evolved into the world's most recognized and respected financial planning credential, with more than 60,000 professionals in the U.S. having earned the designation.

In addition to its CFP® Certification Professional Education Program, the College offers three graduate degree programs, for more in-depth knowledge of the finance industry. Professional designation programs are also available, with specializations ranging from asset management to retirement planning. College for Financial Planning is accredited by the Higher Learning Commission and is a member of the North Central Association. More than 140,000 students have graduated from the College’s programs. For more information, visit www.cffpinfo.com.

How does this change affect my existing LUTCF designation?Your designation is not affected and you may continue to use it for the rest of your career. Those who earned the LUTCF designation prior to July 1, 2015 must continue to meet any applicable continuing education requirements and adhere to a Code of Ethics.

Requirements for continuing education with regard to maintaining your LUTCF can be found on the CFFP/LUTCF website at www.cffpinfo.com/lutcf-life-underwriter-training-council-fellow/ for those who earn the designation after July 1, 2015.

What if I’ve already started LUTCF coursework with The American College?NAIFA has ensured that The American College will honor the LUTCF coursework of those currently working toward the LUTCF designation through July 1, 2015. This means that anyone who has begun LUTCF coursework with The American College can finish the requirements and earn the designation through The American College as long as they do so by July 1, 2015. No new students will be accepted into the LUTCF program by The American College after December 31, 2013.

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Who’s Who

in Photos

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MemberAlphabetizedSection

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AMichael Abbate ......................................................PhoenixCristina Acosta ....................................................ScottsdaleRonald P. Adams ................................................East ValleyLuke Adams ................................................................. TucsonScott Adamson ................................................West ValleyJudy P. Aguilar-Woertz ...................................East ValleyDelia A. Aguirre ......................................................At-LargeDaniel K. Ahluwalia ..........................................ScottsdaleAnthony Albanese Jr.......................................ScottsdaleByron F. Allen .......................................................ScottsdaleAshley Allen..........................................................East ValleyJack G. Alspaugh ....................................................PhoenixCarmelo I. Alvarez .............................................East ValleyDouglas Scott Amenda.................................ScottsdaleKennedy Amughan .......................................West ValleyMichael Allen Anastos ...................................East ValleyGregory M. Anderson .....................................ScottsdaleMark S. Anderson ..............................................East ValleyKristen Anderson ..................................................... TucsonWestley G. Anderson ......................................ScottsdaleOmar H. Antelo ......................................................... TucsonBianca F. Apack .......................................................At-LargeThomas H. Apger ..................................................... TucsonLyle R. Aspegren ................................................ScottsdaleRick Aussprung ..................................................East ValleyHarry E. Axford ....................................................Scottsdale

BWilliam F. Babb .......................................................At-LargeDwight W. Babcock ................................................ TucsonMark W Bagnall...................................................East ValleyDutch Baker ...............................................................PhoenixGregory L. Baker ....................................................... TucsonWendy Baker ............................................................At-LargeSupriya Bakshi ............................................................ TucsonJeffrey S. Barbanell ...........................................ScottsdaleMichael P. Barker ....................................................... TucsonJeff D. Barra ...........................................................East ValleyThomas William Barry.....................................ScottsdaleStephen B. Barteau ..............................................At-LargeMelissa Bartusch .....................................................PhoenixAnnette M. Bau ..................................................East ValleyAnn M. Bean .........................................................ScottsdaleDavid V. Bearden ...................................................... TucsonScott M. Beardshear ............................................... TucsonJonathan Beaty ......................................................... TucsonMyles K. Beck .............................................................. TucsonPaul Beckis..................................................................PhoenixWard T. Bell .................................................................PhoenixKristi Bell ......................................................................PhoenixRonen Ben-Dov ........................................................ TucsonMateo Beng ........................................................West ValleyJim Bennett ........................................................West Valley

Scott F. Bennett ..................................................ScottsdaleMathew J. Benson ................................................... TucsonBarbara A. Bentley ............................................East ValleyW. Craig Berger ........................................................PhoenixRichard W. Beyer ................................................ScottsdaleJohn Richard Bicket .........................................ScottsdaleWalter G. Bilger Jr. ..................................................PhoenixJeffrey J. Biro ........................................................ScottsdaleMichael Bivens ....................................................East ValleyRoland D. Black ........................................................PhoenixA. Michael Blaker ...............................................East ValleyRonald J. Blau ......................................................ScottsdaleMaryglenn K. Boals ...............................................PhoenixJack E. Bobo FLMI ..................................................PhoenixNancy L. Bockler ................................................East ValleyD. Andy Bolwar Jr. ..................................................PhoenixMark A. Bonnett .................................................East ValleyPaul Bopp ..............................................................East ValleyRaymond R. Borst..................................................... TucsonMarc S. Braden ........................................................... TucsonTom Bradford .......................................................East ValleyAndrea Colleen Bradshaw ...........................East ValleyMichael L. Braegelmann ...................................... TucsonStanley E. Brase........................................................PhoenixJoseph R. Brekan ...............................................ScottsdaleAllen D. Bress .......................................................ScottsdaleDiana Brettrager ....................................................... TucsonDilworth C. Brinton Jr. ....................................East ValleyJohn J. Brooking ................................................East ValleyBrian W. Brooks ...................................................ScottsdaleFrank M. Brown ..................................................ScottsdaleJames F. Brown Jr. ..................................................PhoenixDustin E. Brutton ...............................................East ValleyRobert A. Bryant Sr. ........................................West ValleyKatinka Meijerink Bryson ..............................East ValleyPatric S. Buchanan ............................................East ValleyRaymond T. Burden .........................................East ValleyBradley B. Burr .......................................................PhoenixWilliam F. Burrows.............................................East ValleyBryan T. Buzzard .................................................Scottsdale

CRobert Cacioppo ...............................................ScottsdaleRobert Calabrese...............................................ScottsdaleRalph J. Campasano ........................................ScottsdaleRobert Campbell ...................................................... TucsonSusan Carlson ...........................................................PhoenixStephen O. Carlson ...............................................PhoenixMarcus D. Carreon ................................................... TucsonAndy T. Carrillo ....................................................East ValleyJeffrey D. Carter .......................................................PhoenixRocio A. Casanova ................................................At-LargeThomas L. Casella .............................................East ValleyWilliam B. Cassidy ..................................................Phoenix

Membership Roster

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Robert T. Castellani ...............................................PhoenixMarilyn Ceasor .........................................................PhoenixDaniel A. Ceschin ...................................................PhoenixPeter P. Chan ............................................................... TucsonTyler Davis Chatham ............................................PhoenixJohn W. Cheang .................................................ScottsdaleJames Chernek .......................................................At-LargePatricia A. Chesebrough ...................................At-LargeDarcy L. Child ......................................................ScottsdaleDavid P. Chittenden ..............................................PhoenixDale L. Chittenden ...........................................East ValleyJohn B. Christiansen ........................................East ValleyMichael Cipolletti ..............................................ScottsdaleJ Brandon Clarke ...............................................East ValleyJames M. Clary .........................................................PhoenixWilliam D. Claytor ..............................................East ValleySharon Clemente ..............................................East ValleyA Nicole Clinch ........................................................PhoenixChelsea Cohen .......................................................... TucsonWilliam G. Coking ...........................................West ValleyMichael W. Colbert ................................................PhoenixBarry A. Cook .......................................................ScottsdaleTyson Harvey Cook ..........................................East ValleySteve Cooper .............................................................. TucsonPatrick J. Corley........................................................PhoenixJesus Cornidez ........................................................... TucsonJR Couch ................................................................East ValleyChristopher S. Cox ................................................... TucsonJohn F. Coyne ...........................................................PhoenixScott P. Craddock ...................................................PhoenixLarry D. Craver .....................................................East ValleyJoseph E. Crerand Jr. .....................................West ValleyConstance M. Crerand .................................West ValleyKevin Cunningham .........................................East Valley

DJustin P. Dahlen ..................................................ScottsdaleMary A. Daley ............................................................. TucsonDragan Danilovic ..............................................East ValleyTroy M. Danoff .........................................................PhoenixDewey M. Darwin ..................................................PhoenixAlvin Dattner .......................................................ScottsdaleJerlynne L. Davis ....................................................... TucsonClinton E. Davis ......................................................... TucsonGary A. Davis ........................................................East ValleyKen Davis ....................................................................PhoenixHaydee Dawson ................................................ScottsdalePeter D. De La RamBelje ...................................... TucsonTom DeBerry ............................................................... TucsonShelley DeBlois .......................................................... TucsonDebra A. DeMarie ..................................................PhoenixDonita Deal ........................................................West ValleyJames T. Dekoschak ................................................ TucsonMonica A. Del Re ...............................................Scottsdale

Daniel E. Del Villar .............................................East ValleyMax A. Dembow.....................................................PhoenixLyle A. Deo ................................................................... TucsonMark Derrico ........................................................East ValleyBarbara G. Devereaux .....................................ScottsdaleEdward A. Diaz Jr. ...................................................PhoenixThomas P. Dierken ................................................... TucsonJeffrey C. Dollarhide ........................................ScottsdaleJan M. Doughty ......................................................PhoenixRichard Downhour ..........................................ScottsdaleJohn M. Driscoll..................................................ScottsdaleKathleen A. Drybread ..........................................PhoenixMichael J. Dubes ...............................................ScottsdaleVlasta I. Duffy ............................................................PhoenixAndrew G. Dzurinko ........................................East Valley

EGerald Eagleston ....................................................PhoenixSteven J. Edman ................................................East ValleyMichael E. Eibeck...............................................ScottsdaleAllen G. Ekman .......................................................... TucsonAaron M. Ellyson ....................................................... TucsonTom Elms....................................................................At-LargeChaz Elsten .................................................................. TucsonMatthew T. Emich .................................................... TucsonRichard C. Erickson ................................................PhoenixDan J. Ertz ...................................................................PhoenixDavid Escarcega ....................................................At-LargeJoy T. Estes .............................................................ScottsdaleLee E. Evans ...............................................................Phoenix

FJonathan P. Fagan ..................................................PhoenixLisa R. Fairbanks .................................................East ValleyMichele G. Fanelli ............................................West ValleyDianne T. Fay ............................................................PhoenixWendy L. Feldman ...........................................East ValleyTony C. Felix .................................................................... YumaGregg Fendley ........................................................At-LargeBrian A. Fenn ............................................................... TucsonLupita Fernandez ...................................................PhoenixDan D. Ferrin ........................................................East ValleySharon Fillman ....................................................East ValleyArchie R. Fisher .......................................................At-LargePaul A. Flores ........................................................East ValleyMike Ford .............................................................West ValleyJodi Ford .................................................................ScottsdaleEvangeline Vandy Ford ..................................East ValleyPaul E. Ford..........................................................West ValleyRichard W. Fort ...................................................ScottsdaleBruce J. Frank ......................................................ScottsdaleDavid Scott Franks.................................................PhoenixMaria Frisby ................................................................. TucsonNancy Fromm ..........................................................Phoenix

Membership Roster

130

Danny Fuentes ...................................................East ValleyLisa R. Fuhrman ......................................................At-LargeStephanie E. Fullerton ..................................West ValleyMark J. Funk ........................................................West Valley

GGlen R. Gabrielson ............................................ScottsdaleHoward T. Gale ...................................................East ValleyMichael A. Garcia ..............................................ScottsdaleRebecca S. Gaylor ..................................................PhoenixW. Craig Gibson ........................................................ TucsonJeffrey R. Gietl ............................................................. TucsonBrian C. Ginter ...................................................West ValleyJohn F. Glass ..............................................................PhoenixCalvin P. Goetz .........................................................PhoenixBert H. Goldberg ...............................................East ValleyRicardo L. Gomez ..................................................... TucsonStephen Lloyd Good ...........................................PhoenixDean R. Goodman ............................................ScottsdaleJoseph G. Gootter ................................................... TucsonStephen R. Goucher ......................................West ValleyWilliam B. Gould .....................................................PhoenixWilliam R. Gould ................................................ScottsdaleCarmen T. Green .......................................................... YumaFred H. Greenberg .................................................PhoenixBrian Greenberg .....................................................PhoenixMargaret Anne Griffen ...................................ScottsdaleTerrie Griffin ..........................................................ScottsdaleKathryn Grimco..................................................East ValleyCharles R. Grimes ...................................................PhoenixMichael Charles Guida Jr. ..................................PhoenixChristopher P. Gurton ......................................... TucsonHeather Guzman ...............................................East Valley

HCarrie L. Hall ..............................................................PhoenixMichael Halliday ....................................................... TucsonDennis M. Ham ...................................................ScottsdaleBrenda L. Hamer ................................................East ValleyKevin Hamilton ......................................................At-LargeRobert Hamm ............................................................ TucsonNicholas C. Hancock ............................................PhoenixTom W. Hannon ......................................................PhoenixLars David Hansen ...........................................East ValleyMitchell Evin Harmes...........................................PhoenixRebecca Harper ........................................................ TucsonRobert A. Hartman ...........................................ScottsdaleCharles D. Hastings ........................................West ValleyChuck A. Heath ..................................................ScottsdaleThomas D. Hegna .............................................East ValleyBruce C. Heide .........................................................PhoenixPaul D. Heiser .............................................................. TucsonShawn Hellebuyck .................................................. TucsonRob Heller ..............................................................East Valley

Robert C. Heller .......................................................PhoenixMartin F. Henderson........................................ScottsdaleGeorge O. Henderson ..................................West ValleyCecilia Henriquez Burgess ...........................East ValleyHector Hernandez .................................................PhoenixHonorio Hernandez ............................................At-LargeZeke M. Herrera ............................................................ YumaMark Hess ...................................................................PhoenixRobert Hess ..............................................................At-LargeDavid Hickson ..........................................................PhoenixWayne Hildebrand ...........................................ScottsdaleJ. David Hill ............................................................ScottsdaleStacey Himes D’Antonio ...................................... TucsonMelinda Hinkson ....................................................PhoenixDoug Hoag .................................................................. TucsonEric G. Holland ....................................................ScottsdaleRegina Holmes ...................................................ScottsdaleKaren A. Holt .............................................................PhoenixTimothy W. Holt .................................................ScottsdaleDonald D. Homsey Sr. ..................................West ValleyStephen B. Horrell Jr. ............................................PhoenixSara R. House ............................................................PhoenixThomas Hubbard ..............................................East ValleyThaddeus T. Hubbard .....................................East ValleyBrent Huddleston ...........................................West ValleyEric L. Hughes ............................................................ TucsonJohn M. Hunt Jr. ......................................................PhoenixJoshua Hyde ............................................................... Tucson

IJuan F. Ibarra ............................................................... TucsonMojca Sonja Integlia. ............................................. TucsonGretchen Iudiciani ............................................East Valley

JElayne M. Jackson .............................................ScottsdaleSamantha Jackson-Kittle ..............................ScottsdaleChester H. Jaehnig ...........................................East ValleyJulie Jakubek........................................................East ValleyJoEllen E. James ......................................................PhoenixClayton M. Janson .................................................PhoenixGary D. Jeffers ...................................................West ValleyColby Scott Johnsen .............................................. TucsonNoreen Johnson ....................................................At-LargeSteve Johnson ....................................................East ValleyMark W. Johnson ...............................................ScottsdaleJeremy Chandler Johnson ..........................East ValleyDoug A. Jones ............................................................ TucsonTracy L. Jones ......................................................ScottsdaleRyan Jones ................................................................... TucsonGeorge R. Jones .................................................ScottsdaleLarry Sterling Jorgensen ..............................East ValleyJeff B. Junior .........................................................Scottsdale

Membership Roster

131

KBrad Kallevig ......................................................West ValleyJames G. Kanos .......................................................PhoenixRaymond J. Karlson .........................................ScottsdaleSam Kasper ...........................................................East ValleyJohn C. Keane .....................................................ScottsdaleBob Keeper ...............................................................At-LargeLewis M. Kelley Jr. ...................................................PhoenixChristopher S. Kelly ........................................West ValleyKristi D. Kiernan ..................................................East ValleyAlan C. Kifer ...............................................................PhoenixHyun Christopher Kim .......................................At-LargeRichard E. Kisthardt ................................................. TucsonMatthew J. Klandrud .......................................East ValleyMichael P. Klein ...................................................East ValleyJohn F. Kluge ........................................................ScottsdaleYvonne J. Knaack.............................................West ValleyGregg A. Knudten .............................................ScottsdaleDonna V. Kohlhase ...........................................East ValleyStephen M. Kolesar ...............................................PhoenixCharles R. Kolesar ...................................................PhoenixJeffrey C. Kolzow ...............................................East ValleyPaula M. Koroso..................................................East ValleyMark S. Koskovich .............................................ScottsdaleJordan T. Kosnick ....................................................PhoenixMichael Kosse .........................................................At-LargeSeth J. Krasne.............................................................. TucsonDavid Richard Kroll ................................................PhoenixLaura Kunewa .....................................................ScottsdaleSue Kuraja ..............................................................ScottsdaleAdam Kwasman ....................................................At-LargeDaniel A. Kyman .....................................................Phoenix

LEugene L’Heureux ............................................East ValleyHeather A. Ladd .................................................East ValleyYuk-Yi Susan Lai-Chan ........................................... TucsonLarry Lambert..........................................................At-LargeKeith A. Lang........................................................East ValleyJohn William Lang ............................................East ValleyKurt Larsen ................................................................... TucsonMark D. Larson ....................................................ScottsdaleSteven G. Larson ................................................ScottsdaleTod D. Lashway ..................................................ScottsdaleLiz Laster ........................................................................... YumaMonica J. Lawfield .................................................PhoenixSharon Layman ..................................................East ValleyGlenn Jordan Leest ...............................................PhoenixKevin J. Leifeld............................................................ TucsonNicole L. Lessard ....................................................At-LargeWilliam E. Lewis .......................................................PhoenixYvonne M. Licano .............................................ScottsdaleJustin B. Limmer ....................................................... TucsonDaniel Lee Lindblad ......................................West ValleyNina G. Lisk .................................................................. Tucson

Sean D. Litsky.............................................................. TucsonChris N. Litt .................................................................PhoenixBeth Lively .............................................................ScottsdaleDavid A. Livingston ........................................West ValleyDorothy R. Lockard ........................................West ValleyDwight E. Loeffler .............................................ScottsdaleReed Lohrenz ................................................................ YumaMarvin D. Loos .........................................................PhoenixRyan Loynd ................................................................PhoenixRobert A. Lucca .......................................................PhoenixCami Lucero .........................................................East ValleyHilary A. Lyons ........................................................... Tucson

MJoseph A. Mack ..................................................East ValleyArvind Maddur .......................................................... TucsonJon Magoch ................................................................ TucsonTimothy A. Maiefski .......................................West ValleyJames A. Maina ......................................................... TucsonDavid S. Mann .....................................................ScottsdaleHarry E. Markham .............................................ScottsdaleMichael E. Markham........................................ScottsdaleClarissa C. Marquez ................................................. TucsonJohn B. Marshall .................................................ScottsdaleDino Marsillo .............................................................PhoenixLisa M. Martin ...........................................................PhoenixJohn D. Massey III ..............................................ScottsdaleMark J. Matsock .......................................................PhoenixRonald W. Matthis .............................................East ValleyWilliam Mayfield ....................................................... TucsonSonja Mazon Rubalcava.....................................PhoenixMichael R. Mazzella Jr. ....................................ScottsdaleConnie Jo McAdams.............................................. TucsonMichael J. McAndrew .........................................At-LargeDebra McBride ...................................................ScottsdaleBarry A. McBride .....................................................PhoenixBruce D. McBride ....................................................PhoenixMichelle S. McCroskey ...................................ScottsdaleJan A. McDaniel ......................................................PhoenixDennis P. McEvoy ..................................................... TucsonMichael James McGowan Jr............................PhoenixJudd McGraw ...........................................................PhoenixWilliam L. McKenzie ............................................... TucsonDouglas H. McMurry .......................................East ValleyStephen R. McNeely ............................................... TucsonScott D. Mecham Jr. .........................................East ValleyStephen OG Mehr ................................................... TucsonPaul W. Meier .......................................................ScottsdaleJeanie Merideth ........................................................ TucsonDennis R. Merideth ................................................. TucsonDavid Orson Merrell .............................................PhoenixTheodore R. Meyer III ......................................ScottsdaleKevin J. Michaels ...............................................East ValleyTodd R. Miller .......................................................East ValleyGary J. Miller .........................................................Scottsdale

Membership Roster

132

Ben B. Miller ...............................................................PhoenixDeborah Jill Miller .................................................At-LargeDaniel R. Miller .........................................................PhoenixSteven T. Mindak ...............................................ScottsdaleMatthew J. Minehart ............................................. TucsonPaul Moehring ..................................................West ValleyVinod K. Mohindra .........................................West ValleyHenry H. Molder .....................................................PhoenixMichael P. Moloney Sr. ...................................ScottsdaleDaniel A. Montoya...................................................... YumaDavid J. Montoya ........................................................ YumaJoseph A. Morris ................................................East ValleyRobert H. Morrison ........................................West ValleyAdam H. Mosbach.................................................PhoenixValerie M. Mowers ................................................At-LargeDarin J. Mundy........................................................... Tucson

NVerl F. Naber........................................................West ValleyAmber D. Nabity ................................................ScottsdaleScott A. Nasca ............................................................ TucsonDavid A. Nash ...........................................................PhoenixYara T. Nash ..................................................................... YumaChristopher D. Nash ........................................ScottsdaleAmy L. Navarro ...................................................East ValleyCarol R. Nees ........................................................ScottsdaleLawrence H. Neidich .............................................. TucsonDeana M. Nelson ...................................................At-LargeMichael Andrew Nemger ............................ScottsdaleGary K. Nielsen ...................................................ScottsdaleMichael L. Nitchen ...........................................ScottsdaleJoe P. Nix .................................................................East ValleyJeff Noel ......................................................................... TucsonChris Noland ......................................................West ValleyDavid J. Norgord ................................................ScottsdaleJustin L. Norris ............................................................ TucsonPhilip B. Novicki ..................................................ScottsdaleJohn T. Nygren ........................................................At-Large

OBryan O’Keefe ......................................................ScottsdaleJon Robert O’Neal ............................................ScottsdaleSusan G. O’Nele................................................West ValleyJose Olivares ........................................................East ValleyJohn L. Olsen .......................................................ScottsdaleAnthony Olson .......................................................At-LargeJoey M. Ordway .................................................East ValleyScott L. Overstreet ............................................East Valley

PAlbert R. Palma ...................................................East ValleySky F. Parker ...............................................................PhoenixLinda R. Patent .........................................................PhoenixLeslie Patterson Jr. .................................................Phoenix

Norma Paul ................................................................PhoenixJosh Pelligreen .......................................................... TucsonGunther Perdomo ............................................ScottsdaleJohn K. Petrillo ........................................................At-LargeSalvatore V. Petruzzella ..................................East ValleyBrendan J. Petty ......................................................PhoenixSid G. Pfaff .............................................................East ValleyDouglas B. Phares .............................................ScottsdaleRobert Pico ...............................................................At-LargeJ. Nicholas Pierson ................................................... TucsonRodney L. Pigg ....................................................ScottsdalePhillis S. Pilvinis ...................................................ScottsdaleJesus Pineda .........................................................ScottsdaleMark M. Pinter .....................................................East ValleyJames Plemons ......................................................At-LargeMarilyn J. Pope.........................................................PhoenixDonald W. Poppe ..............................................ScottsdaleSteven C. Poppe ................................................ScottsdaleDrew Lucien Porro ...........................................ScottsdaleSam Post .................................................................ScottsdaleMurray A. Pruetz .....................................................PhoenixEric D. Pyles ...........................................................East Valley

QBrock T. Quinn .....................................................East Valley

RAndrew Rafal ...........................................................At-LargeLynda M. Ragsdale ...........................................East ValleyEverett J. Raines ...............................................West ValleyKuddusi D. Ramazanoglu.................................... TucsonAllen R. Rasnake II .................................................... TucsonBarbara Rathbun ...................................................At-LargeBruce G. Read ...........................................................PhoenixRichard V. Redaelli.............................................ScottsdaleJames M. Reeves ...............................................ScottsdaleJames Regan........................................................ScottsdaleDelbert L. Reidhead ........................................East ValleyMindy S. Reyes .................................................ScottsdalePhillip C. Richards...................................................PhoenixFranklin D. Richardson ...................................East ValleyThomas W. Rieck ................................................East ValleySusan Barbour Riedel .....................................ScottsdaleJustin Riedy ...............................................................PhoenixFred Riesgo Jr. ............................................................ TucsonJoseph B. Rinaldo ................................................PhoenixThomas I. Rindahl ..................................................PhoenixMarci R. Rios ................................................................... YumaSusan Ritchie ............................................................PhoenixLynne Mary Roark ..................................................PhoenixNeil E. Robbins .........................................................PhoenixJason T. Robinson .................................................... TucsonJeffrey R. Rodemeyer ......................................East ValleyChristopher Y Roden ......................................Scottsdale

Membership Roster

133

Kimberly Rodriguez ................................................ TucsonRandy T. Rondberg ...............................................At-LargeTiana Fowler Ronstadt .......................................... TucsonJeffrey S. Ronstadt ................................................... TucsonDouglas Roper ........................................................... TucsonDonald F. Rosalez ..................................................At-LargeSherrin L. Rose ....................................................ScottsdaleMelody M. Rose ......................................................PhoenixNeil W. Rosenblatt .................................................PhoenixAdam Harrison Roth .............................................. TucsonAllen L. Rothman....................................................PhoenixMark P. Rothman ...............................................ScottsdaleStephen O. Rothschild ........................................PhoenixRobby Rowan Jr. ....................................................... TucsonMark E. Rowley ...................................................East ValleyJason R. Rucker ...................................................East ValleyByron Hux Russell .............................................East ValleyGregory Ryan ......................................................Scottsdale

SPaul M. Sabol ............................................................PhoenixRonald G. Saffer .......................................................PhoenixRichard Frank Saldivar ........................................At-LargeVincent L. Salvione .........................................West ValleyF. Edward Sandidge Jr. ........................................PhoenixMichael A. Sandoval ............................................... TucsonFrancisco M. Sandoval .......................................... TucsonAlan Sapakie ........................................................East ValleyDaniel N. Savard.................................................East ValleyDennis R. Scalpone ................................................. TucsonDavid Schaeffer ..................................................ScottsdaleJoseph W. Scheid Jr. ........................................ScottsdaleDavid Schimke........................................................... TucsonDaniel Schmaltz .................................................ScottsdalePreston G. Schmidt ........................................West ValleyN. Laine Schoneberger ..................................East ValleyGary M. Schraufnagel ..........................................PhoenixScott J. Schultz ........................................................... TucsonDavid Maurice Schuman ........................................ YumaMark A. Senseman............................................ScottsdaleDavid A. Sewell .................................................West ValleySuzanne L. Shambrook .................................East ValleyGinger L. Sharp .......................................................... TucsonAndrew M. Shaw ...............................................ScottsdaleJon C. Shawl .........................................................ScottsdaleBryan J. Sheets ....................................................ScottsdaleBryan Shisler.........................................................ScottsdaleDan Shkapich ......................................................ScottsdaleThomas C. Shultz ...................................................PhoenixGerald D. Simcox ...............................................ScottsdaleNelson N. Simon ..............................................West ValleyGary Sirota ..................................................................PhoenixDavid J. Slepak ....................................................ScottsdaleGlen T. Smart ............................................................... TucsonGary L. Smith ............................................................... Yuma

Raymond F. Smith ............................................ScottsdaleGordon M. Smith ...................................................... TucsonOttis H. Smith ...........................................................PhoenixFred F. Smith.......................................................West ValleyLaverne W. Smith ...................................................PhoenixPhilip L. Solinsky ....................................................... TucsonMark Sollomi ........................................................ScottsdaleDonald J. Sonier ......................................................PhoenixDevin Sothan.......................................................ScottsdaleGinny Sparks ........................................................ScottsdaleDwight A. Spence .................................................PhoenixVasilios Speros.....................................................ScottsdaleBrian Springberg ...................................................At-LargeScott C. Squires ..................................................ScottsdaleWesley W. Stahler ...................................................PhoenixJill Steigleman .....................................................East ValleyBrett Stein ..................................................................... TucsonMichele Stephens ..................................................PhoenixDaryl S. Stern ...........................................................At-LargeTimothy J. Stilb .......................................................... TucsonKelli J. Stiles ...........................................................ScottsdaleDoyle W. Stokes ......................................................... TucsonMichael J. Strati .......................................................PhoenixVern Swegle .........................................................ScottsdaleSheila L. Switzer ......................................................Phoenix

TRoy M. Tadlock Jr. ..............................................ScottsdaleChris M. Tanjuaquio ................................................ TucsonTom A. Tatro ................................................................ TucsonCie Taylor ................................................................East ValleyKenneth W. Taylor .............................................ScottsdaleSteven A. Thomas ...........................................West ValleyTheodore J. Thompson ......................................PhoenixWilliam E. Tiani .........................................................PhoenixDarlene J. Tillman ..............................................East ValleyJames M. Tisdale ................................................East ValleyDaniel P. Toal ............................................................... TucsonEdward M. Tobin ................................................East ValleyAndrew D. Tomlinson .........................................At-LargeReymundo Jimenez Torres .........................ScottsdaleSteven D. Touche ..................................................... TucsonChristopher M. Tousley ..................................ScottsdaleReed P. Trautman ...............................................ScottsdaleCathy Trent ................................................................At-LargeGeorge Trucksess ..............................................ScottsdaleJason A. Trujillo ...................................................East ValleyCharles A. Tucker ...............................................Scottsdale

UMartin Lee Uhlhorn .........................................East ValleyW. Andrew Unkefer ........................................West ValleyBruce Henry Usher ...........................................Scottsdale

Membership Roster

134

VGilbert Valadez ........................................................PhoenixDaniel Scot Valentine .....................................ScottsdaleTimothy T. Van Houten .......................................PhoenixRhonda Vanderslice .........................................East ValleyChastity Vaughan ..................................................... TucsonAnil B. Vazirani .....................................................ScottsdaleMeg R. Vecchi ...........................................................PhoenixMaria A. Velez ............................................................. TucsonNeville M. Verster ...............................................ScottsdaleRobert E. Vest III ..................................................ScottsdaleThomas R. Vetrano .................................................. TucsonD. Winston Vineyard ........................................ScottsdaleTrey Vineyard .......................................................ScottsdaleScarlett R. Vogel-Ham............................................ TucsonDharmesh V. Vora ..............................................Scottsdale

WKatherine M. Wagner ..........................................At-LargePaul Walker................................................................... TucsonErrol W. Wall ..............................................................At-LargeJames Darren Wallace ....................................ScottsdaleJack H. Watkins .................................................West ValleyWilliam David Weiner ..........................................PhoenixMichael Kent Welborn ........................................PhoenixGuy A. Welsh ............................................................... TucsonRobert J. Wernecke ..........................................ScottsdaleCarin Roberta Whitehurst .................................PhoenixPaul Wickham...........................................................PhoenixSteve R. Willan .....................................................East ValleyBill D. Williams ..........................................................PhoenixBeah Williams ............................................................. TucsonCliff F. Wilson ........................................................East ValleyDebbie Wiltse ......................................................East ValleyChad Wing .................................................................PhoenixSam S. Winter ......................................................East ValleyScott Winter .............................................................At-LargeRich Winters .........................................................East Valley

William J. Wise .....................................................East ValleyPamela Wise ................................................................ TucsonDaniel B. Wisniewski ........................................East ValleyGuy R. Wolf ............................................................East ValleyKatie Wolfe .................................................................PhoenixPeter Wood ...........................................................East ValleyMark H. Woods ...................................................ScottsdaleMatthew C. Word ............................................West ValleyDarren J. Wright .................................................ScottsdaleRichard Michael Wright ................................ScottsdaleNathan Wright .........................................................PhoenixJohn R. Wrobel ....................................................Scottsdale

YVictor Yates............................................................ScottsdaleGinger E. Yazak ........................................................At-LargeBen W. Young ............................................................. Tucson

ZJeanie M Zaporowski ...................................West ValleyMargaret M. Zaring ................................................. TucsonThomas V. Zavagli .............................................East ValleyKenny Ziegler ......................................................East ValleyAlan Thomas Zorne ..............................................Phoenix

Membership Roster

135

CompanyAlphabetized Section

136

IndependentsAdams, Ronald P.Adamson, ScottAlspaugh, JackAmenda, DouglasAnderson, Gregory M.Anderson, WestleyAspegren, Lyle R.Babcock, DwightBagnall, Mark W.Baker, GregoryBarbanell, Jeffrey S.Barry, Thomas W. Bau, AnnetteBean, Ann M. Becerra, KarolBeck, MylesBell, KristiBell, WardBennett, Jim L.Bicket, RichBilger, Jr, WalterBiro, Jeffrey J.Black, RolandBlaker, Alan M.Blau, RonaldBoals, MaryglennBolwar, D. Andy, Jr.Bopp, PaulBorst, RaymondBradford, TomBress, AllenBrooking, John J.Brown, James, Jr.Bryant, Robert A.Carlson, StephenCarlson, Susan Carter, JeffreyCasella, Thomas L.Ceasor, MarilynChesebrough, Patricia A.Chipman, MonicaChittenden, Dale L.Chittenden, DavidClarke, J. BrandonClary, JamesClemente, SharonCoking, William G.Cox, ChristopherDahlen, JustinDaley, MaryDattner, Alvin L.Davis, JerlynneDawson, HaydeeDel Re, MonicaDeMarie, DebraDeo, LyleDoughty, JanDownhour, RichardEagleston, GeraldEkman, AllenFarkash, Howard

Faye, DianneFelix, Tony C.Fendley, GreggFord, JodiFrisby, MariaFromm, NancyFuhrman, Lisa R.Fullerton, Stephanie Gale, Howard T.Gaylor, RebeccaGietl, JeffreyGoldberg, Bert H.Gould, William R. Greenberg, BrianGriffen, Margaret AnneGriffin, Terrie Grimco, KathrynHancock, NicholasHarper, RebeccaHeide, BruceHill, J. DavidHimes, D’Antonio StaceyHoffman, StevenHolt, Timothy W.House, SaraHughes, EricHyde, JoshuaInteglia, MojcaIrwin, Roy N.Jackson, ElayneJohnson, NoreenJones, Tracy L.Jorgensen, LarryJunior, Jeffrey B.Keeper, BobKifer, AlenKim,HyunKirby, RoxsannKlein, MichaelKyman, DanielLambert, LarryLawfield, MonicaLewis, WilliamLimmer, JustinLindblad, Daniel L.Lohrenz, ReedLoos, MarvinL’Hureux, Eugene L.Magoch, JonMaina, JamesMann, David S.Markham, Michael E.Marquez, ClarissaMarsillo, DinoMartin, LisaMatsock, MarkMayfield, WilliamMazella, Michael, Jr.Mazzella, Jr., Michael R. McBride, DebraMcGowan, Michael, Jr.McKenzie, William

Company Member RosterMcMurry, Douglas H.McNeely, StephenMerideth, JeanieMeyer, Theodore R., IIIMichaels, Kevin J.Miller, DanMiller, Todd R.Moloney, Sr. , Michael P.Naber, Verl F.Nitchen, Michael L.Nix, Joe P., Jr.Olsen, JohnPalma, Albert R.Parker, SkyPatent, LindaPfaff, Sid G.Pilvinis, Phillis S.Poppe, Steven C. Post, SamRaines, Everett J.Rathbun, BarbaraRegan, JamesRichardson, Franklin D.Rieck, Thomas W.Ritchie, SusanRoark, LynneRonstadt, JeffreyRosenblatt, NeilRothman, AllenRothschild, StephenSabol, PaulSaffer, RonaldSavard, DanielSchaeffer, DavidSchimke, DavidSchultz, ScottSimon, Nelson N.Smart, GlenSmith, Jonathan A.Smith, LaverneSmith, Raymond Solinsky, PhilipSonier, DonaldSouders, David H.Sparks, GinnyStephens, MichelleStilb, TimothyStubbs, BruceSwegle, VernSwitzer, SheilaSwitzer, SheilaTalamonte, Jaime R.Taylor, Dorothy C.Taylor, Kenneth W.Thompson, TheodoreTillman, Darlene J.Toal, DanielTomlinson, Andrew D.Touche, StevenTrucksess, George Uhlhorn, MartinUnkefer, W.Andrew

137

Van Houten, TimothyVazirani, AnilVerster, Neville M.Vetrano, ThomasVineyard, TreyWebber, TraceyWeiner, William DavidWilliams, BillWolf, Guy R.Wright, NathanYazak, Ginger E.Ziegler, Kenny

AAA ArizonaWall, Eric

AFLACRodriguez, KimberlyRose, Melody

AIG/American GeneralSapakie, Alan

Allstate Albanese, AnthonyCooper, Steve Craver, Larry D.Jukubek, JulieRoth, Adam

American FamilyBarker, MichaelBeckus, PaulChernek, JamesGary SchraufnagelHamm, RobertMorrison, BobNavarro, Amy L.O’Nele, Susan G.Pelligreen, JoshRoden, Christopher, Y.Salvione, Vincent L.Shisler, BryanTisdale, JamesVineyard, D. WinstonWillan, SteveWisniewski, Daniel

American National Ins.Barteau, Stephen B.Bentley, Barbara A.Campasano, RalphHansen, Lars D.Heath, ChuckO’Neal, JonPoppe, Donald W.Squires, ScottWilson, Cliff F.Wood, PeterWoods, Mark

American Savings Life Ins. Co. Allen, ByronAyers, Donald

American United LifeDzurinko, Andrew G.Eibeck, Michael E.Ryan, George M.Speros, Vasilios

Ameriprise Financial ServicesDarwin, DeweyLivingston, David A.

Amerus LifeAnstett, DanielWrobel, John

APPS Paramedical ServicesRasnake, AllenVaughan, Chastity

AXA Advisors, LLCGootter, Joseph Riesgo, Fred

Babb Financial GroupBabb, William F.

Bankers Life & Casualty Co.Markham, Harry E.

The BDA Wealth GroupRegan, JamesVineyard, Trey

Black Gould & AssociatesBaker, DutchGould, William

B-On The ObvioousWagner, Katherine

Cambridge Financial CenterBurden, RaymondPyles, EricRucker, Jason R.

CFG Benefits, Inc.Coyne, JohnDurkin, Chris

Conseco Variable Ins. Co. Dubes, Michael

Company Member RosterCountry Insurance & Financial ServicesBennett, ScottBrettrager, DianaDerrico, MarkFuentes, DannyGuida, MichaelGurton, ChristopherGuzman-Kesick, HeatherHalliday, MichaelKisthardt, RichardMassey, III, JohnNasca, ScottNeidich, LawrencePinter, Mark M.Reyes, Mindy S.Word, Matthew C.

Crump Life Insurance ServicesPoppe, Steven C.

ECA Financial ServicesWernecke, Robert J.

Farm Bureau Financial ServicesAdams, LukeBibich,Jay R.Burrows, WilliamFairbanks, Lisa R.Goucher, Stephen R.Hastings, Charles D.Hoag, DougJohnsen, ColbyKallevig, BradLaster, LizLockard, Dorothy R.Mecham, Scott, Jr.Mundy, DarinNaber, Verl F.Phares, Douglas B.Rowe, George J.Schaal, NicoleSewell, David A.Steigleman, JillTousley, Christopher M.Vanderslice, RhondaWright, Richard M.

138

Farmers Insurance GroupAguirre, DeliaAnastos, MichaelClaytor, WilliamCohen, ChelseaCouch, JRDavis, Gary A.Elsten, ChazFlores, Paul A.Hellebuyck, SeanKelly, Christopher S.Plemons, JamesSchuman, David M., LUTCF. CLUTadlock, Roy M.Tobin, EdwardWinters, RichWise, William J.

FDG Financial Design GroupGary L. Smith. CLU, ChFC, LUTCF

Financial InitiativesCrerand, Constance M.Crerand, Joseph E.

First Command Financial ServicesFranks, David

Futurity First Ins. GroupShultz, Thomas

Genworth Life InsuranceDevereaux, Barbara G.

GuardianBerger, W Craig Davis, ClintonDriscoll, John M.Litt, ChrisMwansa, RegeannaScalpone, DennisShawl, Jon C.Stern, Daryl S., LUTCF

Horace MannEdman, Steven J.

HUMANA MarketpointHolt, Karen

Independent Health InsuranceLessard, Nicole

ING Financial PartnersBrase, StanleyVora, Dharmesh

InSphere Insurance SolutionsHess, Robert

IPG (Independent Planners Grp)Carlson, SusanKelley, Lewis

Jackson National LifeGagliano, Mark P.

Knights of ColumbusDel Villar, Daniel Raso, Nathan

Lafayette LifePetruzella, Salvatore V.

Liberty MutualApack, BiancaBeaty, JonathanKosse, MichaelMowers, ValerieRodriguez, Victor A. Winter, Scott

LifeBrokersValentine, Daniel S.

Lincoln Financial NetworkMosbach, Adam

Lovitt & ToucheBurr, Brad

M.A.S. GroupRosalez, Donald

Mass MutualChild, Darcy L.Colbert, MichaelDollarhide, Jeffrey C.Duffy, VlastaGarcia, Michael A.Gomez, RicardoHorrell, Jr, StephenKroll, David R.Kuraja, SueMcBride, BruceSandidge, Jr, F EdwardScheid, JosephSollomi, MarkVecchi, MegWright, Darren J.

MetLifeHeller, Rob Hickson, DavidMerideth, Dennis Rose, MelodyThomas, MichaelTiani, WilliamWalker, PaulYoudelman, FrankZaring, Margaret

Company Member RosterMidland National LifeRedaelli, RichardWickham, Paul

Minnesota Life/Minnesota MutualRinaldo, Joseph B.

Modern Woodmen of AmericaFerrin, Dan D. Riedel, Susan Reidhead, Delbert

Montoya GroupGreen, Carmen T.Montoya, David J., LUTCF

Mutual of OmahaCeschin, DanCorley, PatrickErickson, RichardHarmes, MitchellMcAdams, ConniePetty, BrendanSandoval, MichaelWhitehurst, CarinWolfe, Katie

Nation’s First FinancialRondberg, Randy

New England FinancialDawson, HaydeeSenseman, Mark A.

New York LifeAntelo, OmarApger, ThomasBakshi, SupriyaBarra, JeffBearden, DavidBen-Dov, RonenBenson, MathewBobo, JackBraden, MarcBrekan, Joseph R.Brinton Jr., DilworthBuzzard, Bryan T.Cacioppo, RobertCampbell, RobertCarreon, MarcusChan, PeterCipolletti, MichaelCook, Barry A.Cornidez, JesusDe La RamBelje, PeterDiaz, Jr., EdwardDierken, ThomasEllyson, AaronEmich, MatthewFeldman, Wendy L.Fort, Richard

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Frank, Bruce J.Gibson, W. Glass, JohnGoodman, Dean R.Hall, CarrieHartman, Robert A.Hegna, Thomas D.Henderson, Martin F.Hernandez, HectorHildebrand, Wayne H.Ibarra, JuanJackson-Kittle, SamanthaJones, RyanKambanos, JamesKarlson, Raymond J.Keane, John C. Kluge, John F.Koskovich, MarkKrasne, SethLai-Chan, Yuk-Yi SusanLeifeld, KevinLitsky, SeanLoeffler, Dwight E.Miller, Gary J.Mindak, Steven T. Minehart, MatthewMolder, HenryNash, Chris D.Nash, DavidNash, Yara T.Nemger, Michael A.Nielsen, Gary K.Norgord, David J. Norris, Justin O’Keefe, BryanPaul, NormaPineda, JesusPorro, Drew LucienPruetz, MurrayRamazanoglu, KuddusiReeves, JamesRios, Marci R.Roper, Douglas Rose, Sherrin L.Rothman, Mark P.Rowley, Mark E.Simcox, Gerald D.Smith, GordonStiles, KelliTrautman, Reed P.Tucker, Charles A.Usher, Bruce H.Velez, MariaVest III, Robert L.Vogel-Ham, ScarlettWallace, JamesWelsh, GuyWise, PamelaYates, VictorYoung, Ben

North American LifeFisher, Archie

Northwestern MutualBeyer, Richard W. Bivens, MichaelBrutton, DustinChatham, TylerClinch, A. NicoleDembow, MaxErst, DanFagan, JonathanFenn, BrianHubbard, ThaddeusHubbard, Thomas Hunt, JohnJones, DougKasper, SamKosnick, JordanLoynd, RyanMaddur, ArvindMathis, RonaldMcEvoy, Dennis Merrill, DavidMiller, BenMorris, Joseph A.Patterson, LeePierson, J.Robbins, NeilRobinson, JasonStein, BrettStrati, MichaelTanjuaquio, ChrisWelborn, MichaelWing, Chad

North Star Resource GroupBonnett, Mark Richards, Phillip

PennMutual Life Ins. Co.Allen, Ashley Lashway, Tod D.

PFG Marketing GroupFord, D. MichaelFord, Paul Watkins, Jack H.

Phocus FSGEvans, LeeJanson, Clayton

Physician Advisors, LLCNabity, Amber

Company Member RosterPhysicians Mutual InsuranceHolland, EricPigg, Rodney L.

Principal Financial GroupAbbate, MichaelCastellani, RobertLucca, RobertTrujillo, Jason A.

Protective LifeHeller, Robert C.

Prudential FinancialDanoff, TroyGreenberg, FredPope, Marilyn J.Riedy, JustinSirota, GaryTorres, Reymundo J.Valadez, GilbertWeiner, W. David

Revere Financial ServicesJackson, ElaynePost, Sam

Sagicor Life Ins. Co.Overstreet, Scott L.

Sheila Switzer & Assoc./ExamOneLively, BethNees, Carol

Senior LifeStyle SolutionsPetrillo, John

Spence, Cassidy & Associates, LLCCassidy, WilliamCraddock, Scott P.Hinkson, MelindaKolesar, CharlesKolesar, StephenLeest, GlennSpence, Dwight

Springberg McAndrew FinancialMcAndrew, Michael J.Nygren, John R.Springberg, Brian

140

State FarmAguilar-Woertz, Judy P.Ahluwalia, Daniel K.Alvarez, CarmeloAnderson, KristinAnderson, MarkBartusch, MelissaBeardshear, ScottBockler, NancyBraegelmann, MichaelCarillo, Andy T.Cunningham, KevinEstes, Joy T.Fernandez, LupitaFigueroa, KatieFillman, SharonFord, VandyHagberg, DonaldHeiser, PaulHenriquez-Burgess, CeciliaHerrera, Zeke M.Hess, MarkHolmes, Regina R.Iudiciani, GretchenJames, JoEllenJasper, JenniferJohnson, JeremyJohnson, Steven M.Kiernan, Kristi D.Kohlhase, DonnaKunewa, LauraLadd, HeatherLang, JohnLarsen, KurtLisk, NinaLucero, CamiMcCroskey, MichelleMcDaniel, JanMcDermid, AaronMcGraw, JuddMiller, Deborah J.Nelson, Deana M.Noel, JeffNoland, ChrisOrdway, JoeyPerdomo, GuntherPico, RobertQuinn, BrockRowan, RobbyShambrook, SuzanneShkapich, DanSlepak, DavidSothan, DevinStahler, WesleyStokes, DoyleSumm, Shauna

Tatro, TomTaylor, CieTorres, SeverianoTrent, Cathy, CLU, ChFCWayne BarressWiltse, DebbieWinter, Sam S.

Strategic Financial PartnersEscarcega, David

Strategic InsuranceHernandez, Honorio

Strategy Financial GroupOlson, AnthonyRafal, Andrew

Strategic Partners GroupMack, Joseph A.Schoneberger, N. Laine

Sun Cornerstone GroupMcBride, Barry

The BDA Wealth GroupRegan, James

The Thomas GroupElms, Tom

Thrivent Financial for LutheransAussprung, RickBrooks, BrianBuchanan, PatricChristiansen, John B.Hamer, Brenda L.Jaehnig, ChetJohnson, Mark W.Klanrud, MatthewKnudten, Gregg A.Kolzow, Jeffrey C.Kreuger, Clark A.Larson, Mark D.Larson, StevenMeier, Paul W.Novicki, Phillip B.Rodemeyer, Jeffrey R.Schmaltz, DanielShaw, Andrew M.Smith, OttisSparks, Brandon K.

Company Member RosterTrajan Insurance & Wealth ServicesJunior, Jeffrey B.

Transamerica LifeMarshall, John Michael McGowan

Union CentralHam, Dennis M.

UNUMKey, Grigore

141

AMERICAN COUNCIL OF LIFE INSURERS (ACLI) 101 Constitution Ave., N.W. Washington, D.C. 20001 (202) 624-2000www.acli.org

SOCIETY OF FINANCIAL SERVICE PROFESSIONALS 17 Campus Blvd., #201 Newtown Square, PA 19073 (610) 526-2500www.financialpro.org

ASSOCIATION FOR ADVANCED LIFE UNDERWRITING (AALU) 2901 Telestar Court Falls Church, VA 22042 (703) 641-9400www.aalu.org

GAMA INTERNATIONAL 2901 Telestar Court Falls Church, VA 22042 (703) 770-8184www.gamaweb.com

LIMRA INTERNATIONAL P.O. Box 208 Hartford, CT 06141 (860) 285-7789www.limra.com

MILLION DOLLAR ROUND TABLE (MDRT) 325 W. Touhy Park Ridge, IL 60068 (847) 692-6378www.mdrt.org

NAIFA POLITICAL ACTION COMMITTEE (NAIFAPAC) 2901 Telestar Court Falls Church, VA 22042 (703) 770-8152www.naifa.org/advocacy/ifapac

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS (NAIFA) 2901 Telestar Court Falls Church, VA 22042 (703) 770-8100www.naifa.org

THE AMERICAN COLLEGE / LUTC 270 Bryn Mawr Avenue Bryn Mawr, PA 19010 (610) 526-1000www.amercoll.edu

INDUSTRY ASSOCIATION ADDRESSES AND

TELEPHONE NUMBERS

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Index of AdvertisersAIM Marketing ........................................................................................................ 55

American Savings Life ................................................................................... 38-39

APPS of Tucson ........................................................................................................ 92

Arizona Benefits Plans ......................................................................................... 41

Best Glass .................................................................................................................. 42

Black, Gould & Associates ................................................... Outside Back Cover

Blue Cross Blue Shield of Arizona ..................................................................... 50

Brokerage Professionals .........................................................Inside Front Cover

Cambridge Financial Services ........................................................................... 51

Clary Executive Benefits ...................................................................................... 49

Country Insurance & Financial Services ......................................................... 40

Ernest J. Jones Associates ................................................................................... 54

Fred Astaire Dance ................................................................................................ 47

Griffin Capital .......................................................................................................... 52

Guardian / John Driscoll & Co ............................................... Inside Back Cover

Highland Capital Brokerage Southwest ........................................................ 45

LILI / Judy Aguilar-Woertz .................................................................................. 33

Mass Mutual - Arizona ......................................................................................... 43

Mutual of Omaha .............................................................................................. 4, 53

PFG Marketing Group .......................................................................................... 48

Premier Documents .............................................................................................. 46

Reiff Imagery ........................................................................................................... 17

Sheila Switzer & Associates / ExamOne ....................................................... 144

SightCare .................................................................................................................. 44

State Farm ............................................................................................................... 62

Sun Cornerstone Group ..................................................................................... 55

Unkefer & Associates ............................................................................................ 54

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Sheila Switzer and Associatesexamone

Leading the Industry with Precision, Professionalism and Personality

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John Driscoll & Company, Inc. is an independent agency authorized to offer products of The Guardian Life Insurance Company of America (Guardian) and its subsidiaries, and is not an affiliate or subsidiary of Guardian. The GUARDIAN® Logo is a registered service mark of Guardian, used with permission.

Disability income products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. Product availability, provisions and features may vary from state to state. 1 Guardian and Berkshire: A.M. Best rated A++. Comdex ranking for Guardian: 98; for Berkshire: 100. Comdex ranking per VitalSigns, June 2014. Comdex is a composite of all ratings that a company has received from the major rating agencies. Comdex percentile ranks the companies on a scale of 1 to 100 (with 100 being the best).

2 Financial information concerning The Guardian Life Insurance Company of America as of December 31, 2013 on a statutory basis: Admitted assets = $42.1 Billion; Liabilities = $37.1 Billion (including $32.7 Billion of Reserves); and Surplus = $5.0 Billion.

Financial information concerning The Berkshire Life Insurance Company of America as of December 31, 2013 on a statutory basis: Admitted assets = $3.5 Billion; Liabilities = $2.9 Billion (including $0.6 Billion of Reserves); and Surplus = $0.6 Billion.

FOR PRODUCER USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. 2014-10002 Exp 7/2016

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John Driscoll & Company, Inc. 5080 N. 40th Street, Suite 400, Phoenix, AZ 85018 Fax 602.957.0566 www.JDriscollCo.com

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