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THE NEWSLETTER OF THE NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - OMAHA • OCTOBER 2008
MEETING DETAILS
Date:Thursday, Oct. 16, 2008
Time:Buffet Line Open - 11 a.m. to 11:45 a.m.
Program - 11:45 a.m. to 1 p.m.
Speaker:C. Robert Brown, Sr., CLU, LUTCF, AEP
Memphis, TN
Topic:You CAN Impact Your Future
Location:Champions Run Country Club
13800 Eagle Run Dr. • Omaha, NE
Cost:Members – No Charge
Non-Members – $15 Payable at the Door
Sponsor:John C. Emery & Associates
Oct. 16 Professional Development LuncheonThe marketplace in
which you sell, theproducts and servicesyou can offer, and thebenefits and value youcan provide to clients,all depend on lawmak-ers and regulators. Everyweek of the year, deci-sions are being made onboth federal and state levels that impact yourability to earn a living as well as the finan-cial security of your clients.
C. Robert “Bob” Brown, Sr., a past na-tional NAIFA president, will highlight thisprogram, which will show what you can doabout impacting your own future, and yourclients’ futures. Bob is a 36-year veteran ofUCL Financial Group, a career generalagency of Union Central Insurance and In-vestments. Bob has served NAIFA innumerous positions. At the national level,he was elected to the NAIFA Board of Trust-ees and then to the office of nationalsecretary in 2002. He then served as nationalpresident for the 2004-05 year.
Bob is also involved in related industryassociations including the Million DollarRound Table (life and qualifying member),the Association for Advanced Life Under-writing, GAMA International, AHIA, andSFSP.
The Oct. 16 meeting is sponsored byJohn C. Emery & Associates.
Brown
Cash Jackpot Up to $100We didn’t have a winner at the Sept. luncheon,so we’ve added another $25 to the pot and willtry again on Oct. 16. ALL current NAIFA-Omahamembers are eligible to win this drawing,which concludes our monthly membershipluncheon. But you must be present to win! It’sjust one more great reason to attend NAIFA-Omaha luncheons!
Prior to the Oct. 16 luncheon, NAIFA-Omaha members are invited to attend aspecial continuing education program from10:30 to 11:30 a.m.
This special program is titled “Top 10 Re-tirement Planning Mistakes” and is a partof a series of programs produced by NAIFA.
As the nation’s 77 million baby boomersmove toward retirement, they will seek ad-visors who can help them navigate therequirements for IRA and qualified plandistributions. Yet the rules governing IRAand qualified plan distributions are amongthe most complex in the tax code, and arethe subject of many potential mistakes.Learn how to help avoid distribution plan-ning traps and help create liquidity thatallows these clients to maintain tax deferralfor the long term.
The moderator for the program will beNAIFA-Omaha member DennisStessman, CLU, ChFC, CFP® of Pruden-tial Financial.
This program is free for NAIFA mem-bers and $10 for non-members, payable atthe door. The program will provide one hourof Nebraska Insurance CE credit, pendingapproval by the Nebraska Department ofInsurance. See the CONFIRMATION OFATTENDANCE form for information onhow to register.
Learn About Retirement PlanningMistakes at Oct. 16 Pre-Meeting
It is important that we provide our ca-terer with an accurate attendance count forour meetings. So PLEASE be sure to let usknow of your plans to attend! You can do soby completing and faxing the “CONFIR-MATION OF ATTENDANCE” insertpage — by e-mailing us at [email protected] — or by calling us at (402)397-0280. Thanks for your cooperation.
Be Sure to Let Us Know You’re Coming
THE ADVISOR PAGE 2
A Message From NAIFA-Omaha President Preston Speece, LUTCF
Take Advantage of Your NAIFA Membership This Month!
Wow — it’s October already! The days certainly are getting shorter and the colors are changing. Winter
will soon be here. Let me begin my message this month by extending my sincere congratulations to our
own Terry Headley. As many of you know, Terry was successful in his bid to serve on the NAIFA Na-
tional Executive Committee. He will soon begin his term as national secretary. In just two short years, we
will have the wonderful opportunity of joining Terry in Seattle at the national convention to celebrate as he fills the role of the
new 2010-2011 NAIFA President.
I would like to thank all of the NAIFA-Omaha members who attended this year’s convention in San Diego and helped
make Terry’s campaign a success. At the same time, I would like to encourage each of you to consider attending next year’s
convention in Orlando from Sept. 12-16. I promise you won’t regret it! Terry, we are proud of you!
We have some exciting things planned in October. In fact, if you need FREE CE, take advantage of your NAIFA member-
ship for many opportunities this month. You’ll find information at the top of this page or call our Executive VP Joe Pittman
at 397-0280 for details.
October is our annual “Legislative Luncheon” and we are in for a treat! Our Oct. 16 luncheon speaker will be C. Robert
Brown of Memphis, a past president of NAIFA. We last heard from Bob in 2006. This year, he will be discussing the
upcoming election, what NAIFA is doing in the advocacy arena, and other current issues that are on the table for debate. You
won’t want to miss it!
Morning Session: 9 a.m. to 12 Noon“Life Insurance & Charitable Gifting”Panel: Bill Reece, Jim Gustafson, and Kent Endacott, with NealThomas, moderator
BONUS Session on Practice Management Tips: 1 to 1:30 p.m.Dan Sedor, presenter
Afternoon Session: 1:30 to 4:30 p.m.“Comprehensive Planning”Louis Shuntich, presenter
The Omaha location for the programs will be the Douglas/Sarpy Extension Office, located at 8015 W. Center Rd.
If you’re a NAIFA-Nebraska member, these six hours of CEplus a BONUS session ARE FREE as a member benefit. Thenon-member fee is $35 for one seminar or $60 for bothseminars.
You may attend one or both seminars, but you must registerin advance. To register, go to www.naifa-ne.org and click on“Register Online For Free CE.”
Oct. 21: Six hours of FREE CE for NAIFA Members
THE ADVISOR PAGE 3
HEALTHCARE 2008: OBAMA VS. McCAINPresented by NAIFA-Omaha and The Omaha Association of Health Underwriters
DATE: Tuesday, Oct. 14, 2008LOCATION: Champions Run Country Club • 13800 Eagle Run DriveAGENDA:1:00 – 1:30 p.m. Check-in
1:30 - 3:30 p.m. “2008 PRESIDENTIAL HEALTHCARE PLANS”Jesse A. Patton, HIA, MHP, FAHM, LUTCF, HIPAAA, EBHAPresident and CEO, Associations Marketing Group, Inc.
3:30 - 4:30 p.m. “2008 PRESIDENTIAL HEALTHCARE PLANS: WHAT DOES IT ALL MEAN?”A Panel Discussion Featuring:• Cory Shaw – Executive Vice President, UNMC Physicians• Michaela Valentin – Director of Government Affairs, BlueCross BlueShield of Nebraska• Andrea Skolkin – Executive Director, OneWorld Community Health Centers• Dr. Harris Frankel – President, Metro Omaha Medical Society
RESERVATIONS: Must be received by Noon on Monday, Oct. 13COST: NAIFA / NAHU Members: NO CHARGE • Non-members: $30.00CONTINUING ED: Applied for 3 hours of Nebraska Health CEUsQUESTIONS: Joe Pittman (402) 397-0280 or [email protected]
“HEALTHCARE 2008: OBAMA vs. McCAIN”Attend this important pre-election forum! Focus on what the Presidential candidates envision for healthcare during their administra-tion! Analyze the opinions of a panel of experts as they discuss the future of healthcare based on the candidates proposals. Get involved!
OUR SPEAKER AND MODERATORJesse Patton is founder and president of Associations Marketing Group, Inc., in Des Moines, Iowa. Jesse entered the insurance industryin 1981 following a four-year career as a paramedic. Jesse began his insurance career with Mutual of Omaha Companies — first as anagent and then as an Associate General Agent. Jesse earned Mutual of Omaha’s Career Manager’s Club Award, honoring him as one ofthe top sales managers. In 1988, Jesse founded AMGI, a team specializing in group and individual health insurance. Jesse was inductedinto the Iowa Insurance Hall of Fame in May of 2005 as its youngest member. Jesse has also received a number of NAHU awards,including National Distinguished Service Award, State Legislative Achievement Award, and William Wetzel Excellence in Public Speak-ing, all for his exemplary service to the health insurance industry.
Name ________________________________________________________
Nebraska Ins Lic # OR NPN ______________________________________
Company/Agency ______________________________________________
Address ______________________________________________________
City __________________________ State ______ Zip ____________
Work Phone___________________________________________________
E-mail _______________________________________________________
Check One:I am a member of: __ NAIFA __ NAHU (NO CHARGE FOR MEMBERS)NON-MEMBER __ $30.00 (Please enclosed check payable to NAIFA-Omaha
or complete credit card payment form at right)
Questions? Phone: (402) 397-0280 • e-mail: [email protected]
REGISTRATION FORM “HEALTHCARE 2008: OBAMA vs. McCAIN”
PAYMENT OPTION
(NON-MEMBERS ONLY):Credit Card: __ Visa __ Mastercard
__ American Express
Card No. ___________________
Expiration Date ______________
Name on Card _______________
Zip Code* __________________(*Associated with Card)
Return the completed registrationform by 10/14/08 to:
NAIFA-OmahaP.O. Box 24133Omaha, NE 68124
Or Fax to: (402) 397-0283
THE ADVISOR PAGE 4
THE ADVISOR PAGE 5
Look What We’re Planning For You!
October14 CE Program “Obama vs. McCain Healthcare Plans”16 Membership Luncheon21 NAIFA-Nebraska FREE CE Videoconferences24 Young Advisors Meeting
November18 Membership Luncheon25 NAIFA/NAHU Legislative Videoconference
(8:30 a.m. to 10:30 a.m. at Scott Conference Center)
DecemberNO Membership Luncheon in December
January20 Membership Luncheon
February12 Awards Dinner
The date of our January luncheon has changed to January 20. Please note this change and the other dates below onyour calendar, and watch future issues of The Advisor for more information!
March19 NAIFA-Nebraska FREE CE Videoconferences26 Membership Luncheon
April16 Membership Luncheon29 NAIFA/NAHU State Conference (PM Bonus Sessions)30 NAIFA/NAHU State Conference
May1 NAIFA/NAHU State Conference7 Membership Brunch and Golf Classic
(location TBA)
June5 NAIFA Night at the Omaha Royals
All luncheon meetings will be at Champions Run Country Club, 13800 Eagle Run Drive.Watch for more information on these and other events coming soon!
THE ADVISOR PAGE 6
“If you don’t participate, if you decide to dropout, someone else will take your place. Theywill occupy your seat; they will cast your vote;they will choose your representative for you,‘your representative’ will then speak for and rep-resent the interests and views of the otherfellow.” — U.S. Senator Thad Cochran
Even if you’ve never run for office, even ifyou don’t know much about politics or elec-tions, you can still make a big difference in theway Congress votes on legislation affecting in-surance and financial services professionals.
How? By being an effective constituent.Nothing matters more to a member of Con-gress than how his or her constituents feel aboutissues they care about. That old adage aboutthe customer always being right is even moretrue with elected officials. Their customers —the voters — are always right!
To stay in office, legislators must do a goodjob representing the interests and views of thosethey were elected to serve. They value the in-put of knowledgeable and concernedconstituents like you. That gives you a lot ofclout! Clout that can have a big impact onmatters that affect you and your clients.
You Can Make a Difference Via APIC
Active, informed constituents commu-nicating directly with their members ofCongress — that’s what APIC (AdvisorsPolitical Involvement Committee) is allabout. Your involvement can range fromresponding to NAIFA Action Alerts onlegislation affecting your business, sign-ing up as a legislative contact for NAIFA(if you personally know a member of Con-gress), or serving as a Federal Senate orHouse Coordinator and holding regularmeetings in the district with your legisla-tor. The level of involvement is up to you.
To sign up as a legislative contact, com-plete and return the APIC form on thispage or contact [email protected] at the APICOffice at NAIFA for further informationand assistance.
APIC: Creating a Network ofActive Constituents
Name Company Sponsored BySydney Ash Vintage Financial Grp.Brett Bumgarner Farm Bureau Susan ParsonsTim Gay American Natl. Bank Dan GrzywaAlicia Richards Principal Financial Grp. Ruth WassingerNicole Smith Farm Bureau Dan Noecker
Name CompanyRichard Dwornik Dwornik LawMark Emsick State FarmToni Michel Heritage Financial ServicesCraig Taylor Mutual of Omaha
Just a reminder — if you have an Aug. 1 renewal date andhave not yet renewed, your membership renewal is now pastdue and your membership officially lapsed on Oct. 1. If youhave any questions or concerns about your membership status,please contact the NAIFA-Omaha office, managed by CreativeAssociation Management, at 402/397-0280. Your membershipis important to us — and we want to hear from you!
THE ADVISOR
MEMBERSHIP UPDATE
WELCOME! THE FOLLOWING NEW MEMBERS HAVE RECENTLY JOINED NAIFA
PAGE 7
THE FOLLOWING MEMBERS HAVE RECENTLY RENEWED THEIR MEMBERSHIPS
THE ADVISOR PAGE 10
Join Us: Friday, Oct. 24 • 4 p.m. to 6 p.m.SPECIAL LOCATION! Regency Lodge, 107th & PacificJoin us on Friday, Oct. 24 at Regency Lodge for our next“Young Advisors Team” (YAT) meeting!
This event will feature a timely legislative program featur-ing Jim Esch, Democratic Congressional candidate fromthe 2nd District, and incumbent candidate Lee Terry oranother representative of the Nebraska Republican Party.The program is expected to begin at approximately 5:30.
TOP FIVE REASONS TO ATTEND1. Meet new business contacts2. Keep in touch with existing contacts3. Make new friends4. Increase your circle of affiliated business professionals5. Celebrate the end of a hard week’s work!
Whether you’re just starting out in the business — oryou’ve been in the business for awhile and are already anexperienced producer, YAT meetings are a great way towind up the week. You do not have to be a NAIFA mem-ber to attend. It is not necessary to RSVP — we hope tosee you there!
For more information, contact Carlo Rinaldi at 496-6420 or 301-5764.
New FSS Class Starting in OctoberNAIFA-Omaha will be offering the following Financial Ser-
vices Specialist (FSS) class starting Friday, Oct. 24 (postponedfrom September):
FA 263: Foundations of Financial Planning – The Process(FSS Required Course)Moderator: Rich Mangiameli, LUTCF, FSSLocation: Kaspar Consultants Group, LLC12100 W. Center Rd., Suite 202Time: 9 – 11:30 a.m.
Guides the financial planning advisor through the eight stepsof the selling/planning process, including identifying marketsand prospects, communications skills needed to approach cli-ents, information gathering through fact-finding, analyzing theinformation, developing and presenting the financial plan, andimplementing and servicing the plan. Time value of money,financial risk tolerance, asset allocation, and financial planningapplications are also covered.
HOW TO ENROLL:Applications are now being accepted – REGISTRATION
DEADLINE IS FRIDAY, OCT. 17.To enroll, complete the LUTC application form. It is avail-
able for downloading at www.theamericancollege.edu orContact the NAIFA-Omaha office at 397-0280 or [email protected]. BE SURE TO PUT IN YOUR LOCALASSOCIATION NUMBER, WHICH IS 30-3528.
Tuition payments should be made payable to the AmericanCollege. The tuition is $399 for NAIFA members, plus a $15shipping charge for books and course materials. There also is aone-time admission fee of $125 required of all first-time stu-dents.
Non-NAIFA members will be charged an additional fee of$50 — this should be a separate check made payable to NAIFA-Omaha and mailed to the NAIFA-Omaha office at P.O. Box24133, Omaha, NE 68124.
Once completed, please copy the application and type of pay-ment (check, voucher etc.). Fax the copy of the completedapplication and payment to Kevin Pearce (LUTC Chairman)at 402-399-8898. Then mail the originals to the AmericanCollege at the address listed on the application.
If you would like additional course information, please visitthe American College website at www.theamericancollege.edu— and click on “Programs of Study” under the “Become aStudent” section – then click on “LUTCF” or “FSS.” Or con-tact Kevin Pearce LUTCF, FSS at 502-6900 or [email protected].
Education
THE ADVISOR PAGE 11
For the THURSDAY, OCT. 16NAIFA-Omaha Luncheon & Continuing Education Program
Location: Champions Run Club, 13800 Eagle Run Dr.
CE PROGRAM STARTS @ 10:30 a.m.BUFFET LINE OPEN – 11 a.m. to 11:45 a.m.
PROGRAM FROM – 11:45 a.m. to 1 p.m.
To confirm your attendance, please advise us no later than5 p.m. on TUESDAY, OCT. 14.
You can confirm your attendance via one of the following ways:• Complete this form and fax it to NAIFA-Omaha at 397-0283 (no cover page necessary)• Mail to NAIFA-Omaha at P.O. Box 24133, Omaha, NE 68124• Call the NAIFA-Omaha/Creative Association Management office at 397-0280.
Simply leave a voicemail message if no one is available to take your call.• Send an e-mail to the NAIFA-Omaha office at [email protected]
I plan to attend the following event(s) on Thursday, Oct. 16(check one or both events):
___ NAIFA-Omaha Luncheon (NAIFA-Omaha Members – FREE; Guests – $15)___ CE Program “Top 10 Retirement Planning Mistakes” (NAIFA-Omaha Members – FREE; Guests – $10) 10:30 a.m. to 11:30 a.m.
YOUR NAME _______________________________________________________________
YOUR GUEST(S)NAME COMPANY
____________________________________________________
____________________________________________________
____________________________________________________
____________________________________________________
____________________________________________________
CONFIRMATION OF ATTENDANCE
NAIFA-Omaha HeadquartersP.O. Box 24133
Omaha, NE 68124
RETURN SERVICE REQUESTED
