NAIFA-DALLAS PROGRAM

Transcription

NAIFA-DALLAS AND OUR
2010-11 PROGRAM SPONSOR
are proud to present
The
Financial
Advisor
News
of
NAIFA-Dallas
Founded in 1913 as the
Dallas Association of
Life Underwriters
(DALU)
NAIFA-DALLAS
PROGRAM
April 28, 2011
We invite you to join us as we
announce and honor:
&
2010 ADVISOR OF THE YEAR
2010 O.C. JACKSON
HALL OF FAME
(see page 5)
2011-12 NAIFA-Dallas Official Board Ballot
and Proposed Bylaws Amendments Inside!
VOTE!
Connections
that Count
Vol. 83, No. 8
April 2011
Check Out Our
Website at:
www.naifadallas.org
See pages 8 & 9 ➔
Need Continuing Education? . . . . . . . . . . .
see page 5
2010-11 President’s Cabinet . . . . . . . . . . .
see page 7
2011-12 NAIFA-Dallas Board Ballot &
Proposed Bylaws Amendments . . . . . . . . see pages 8-9
Race for CE
. . . . . . . . . . . . . . . . . . . . . . . . . see pages 10-11
NAIFA-Dallas Golf Tournament
. . . . . see pages 12-13
2010-11 NAIFA-Dallas Programs . . . . . .
see page 14
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The Guardian Life Insurance Company of America, New York, NY 10004-4025
8056 (12/09)
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PAGE 2
For Producer Use Only—Not for Use with the General Public.
THE FINANCIAL ADVISOR NEWS OF NAIFA-DALLAS 4/11
REGISTRATION FORM
2010-11 Program Sponsor: The Plus Group (see page 5)
DateTime Location
Cost
❑ 4/28/11
11:30 am
❑ $20.00 Pre-registered 2011 NAIFA-Dallas Members & their guests
❑ $25.00 at the Door
❑ $30.00 Non-members
❑ 2010-11 Meal Plan
❑ 2010-11 President’s Cabinet-Prepaid
Prestonwood Country Club
15909 Preston Road
Dallas, TX 75248
Announcement of 2010 Advisor of the Year and 2010 O.C. Jackson Hall of Fame
CE PROGRAM Following NAIFA-Dallas Luncheon at Prestonwood C.C. (see page 5)
DateTime Course
❑ 4/28/11
1:30-2:30 pm
(1 Hr CE)
Member/Non-Member
Identity Theft: A Small Business Ticking Time Bomb
Moderated by: Neil McGlone, Don Whigham and Diane Harrington
Sponsored by: IDT Risk Management Group
FREE/$25.00
AMERICAN COLLEGE COURSES
Start Date
Course
Location
Details & Registration
❑ April 2011
❑ April 2011
HS 345–Essentials of Healthcare Reform HS 346–The Healthcare Consultant Online Course
Online Course
www.theamericancollege.edu/ads/naifa-benefit
or call 866-886-5069 with code: “NAIFA Benefit”
Exclusive for NAIFA Members! Save $135 (no new student fee) if you sign up for one of these popular healthcare reform
webinar courses offered in April!
RACE FOR CE (see pages 10-11 for details and registration form)
Title Sponsors: Lincoln Financial Advisors and Securian and Union Central and United Healthcare
DateTime
❑ 5/20/11
9:00 a.m. - 4:50 p.m.
Location
Lone Star Park at Grand Prairie
For more information on Sponsorship Opportunities, please email Laura Biesemeyer at: laura.biesemeyer@summitalliance.net
GOLF TOURNAMENT (see page 12 for player registration form)
DateTime
Location
Cost
❑ 10/21/11
Bridlewood Golf Club
4000 W. Windsor Drive, Flower Mound, TX 75028
$115 per player
1:00 p.m. Shotgun Start
6:30 p.m. Dinner
Sponsorship Opportunities: (see page 13 for sponsor benefits)
❑ Gold Sponsor $2,000
❑ Silver Sponsor $1,000
❑ Bronze Sponsor $750
❑ Hole Sponsor $250
Name _______________________________________________ Company ________________________________________________
Address _______________________________________________City _________________________ State _____ Zip ____________
Phone ________________________ Fax _______________________ Email ______________________________________________
❑ Check (payable to NAIFA-Dallas) ❑ Charge (circle one) VISA MC AMEX DISCOVER, Zip Code on billing statement ____________
Credit Card # __________________________________________________________________ Expires on _____ / _____
MAIL TO: NAIFA–Dallas, 9101 LBJ Freeway, Suite 450, Dallas, Texas 75243 OR FAX: (972) 934-1217
OR EMAIL: memberservices@naifadallas.org OR ONLINE: www.naifadallas.org
No refunds unless 24-hour cancellation notice is given.
PAGE 3
2010-11 BOARD OF DIRECTORS
OFFICERS
DIRECTORS
President
John M. Connally, LUTCF
Ayres Financial Group
(972) 612-7196 phone
(972) 519-0457 fax
Professional Development
Laura Biesemeyer, FLMI
Summit Alliance Companies
(972) 884-6156 phone
(972) 888-1614 fax
jconnallyfpc@verizon.net
laura.biesemeyer@summitalliance.net
President-Elect
Steve Anderson, LUTCF
Mutual of Omaha Companies
(972) 424-0484 x238 phone
(972) 424-0307 fax
Government Relations
Grover Brillhart
Ayres Financial Group
(972) 980-9600 phone
(972) 980-8515 fax
steve.anderson@mutualofomaha.com
brillhart.grover@pmlmail.com
Secretary
Beverly A. Norman
Aetna Small Group
(469) 222-6055 phone
(860) 754-1959 fax
Planning & Development
Claudia Foraker, NRCMA
Insurmed Services
(972) 404-8113 phone
(972) 404-8116 fax
normanb1@aetna.com
claudia@insurmed.com
Treasurer/Chief Investment Officer
Mel Meyers, CLU, ChFC, AEP
Penn Mutual
(972) 980-9600 phone
(972) 980-8515 fax
Programs
Dwight R. Otto, CLU, ChFC
Principal Financial Group
(214) 350-4455 phone
(214) 350-9492 fax
meyers.mel@pmlmail.com
dwight@dwightottobrokerage.com
Immediate Past President
A. Andra Grava, CLU, RHU
Union Central
(972) 774-9663 phone
(972) 774-1792 fax
Membership
Corey R. Pride, ChFC, CRPS, QPFC
Transamerica Retirement Services
(214) 334-7645 phone
(888) 633-7834 fax
agrava@ucdallas.com
corey.pride@transamerica.com
National Committeeman
Stephen L. Harris, CLU, ChFC
Stephen L. Harris, CLU & Assoc.
(972) 680-2777 phone
(972) 680-2780 fax
Professional Designations
Joseph Radovic, CLU, ChFC, CFP
Ackley Financial Group
(469) 737-4052 phone
(469) 737-4084 fax
steve@steveharrisassociates.com
jradovic@htk.com
NAIFA-Texas Trustee
J. Lee Ripley
Aetna Small Group
(817) 417-2189 phone
(860) 754-9162 fax
Community Relations
Chris Renfro
Copeland Group
(972) 731-2505 phone
(972) 731-6701 fax
ripleyj@aetna.com
chrisr@copelandgroupusa.com
Executive Vice President
Karen H. True
NAIFA-Dallas
(972) 991-2364 phone
(972) 934-1217 fax
Health & Employee Benefits
Cheri C. Stanwix
Stanwix Insurance & Benefits
(214) 455-6623 phone
stanwix@airmail.net
ktrue@naifadallas.org
NAIFA-DALLAS STAFF
(972) 991-2364 • Fax (972) 934-1217
Karen True, Executive Vice President
ktrue@naifadallas.org
Octavia Chappell, Executive Admin. Asst.
helpdesk@naifadallas.org
IMPORTANT NUMBERS
Membership Involvement
Pat Wilder
Principal Financial Group
(972) 233-5088 x3225 phone
(972) 701-9735 fax
wilder.patrick@principal.com
DAHU - David Creek . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (214) 498-0808
Dallas Estate Planning Council – Teresa Moore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (214) 340-8020
FPA DFW – Melisa Hall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (972) 747-0407
IFAPAC – Valli Sellers, CLU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (214) 774-4716
IFAPIC – Mike Jarrell, LUTCF, CIC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (214) 821-9687
NAIFA National . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (888) 866-2432
NAIFA-Texas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (512) 716-8800
SFSP – Patricia Pattison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (817) 370-8991
Women in Insurance & Financial Services (WIFS) DFW – Veronica Bell . . . . . . . . . . . . . . (972) 774-0700 x123
PAGE 4
THE FINANCIAL
ADVISOR NEWS
CONTENTS
Registration Form . . . . . . . . . . . . . . . . . . . . . . . 3
Officers, Directors & Staff . . . . . . . . . . . . . . . . . 4
Important Numbers . . . . . . . . . . . . . . . . . . . . . . 4
NAIFA-Dallas Program, 4/28/11 . . . . . . . . . . . . 5
2010 Advisor of the Year
2010 O.C. Jackson Hall of Fame
1 Hr CE Following 4/28/11 Luncheon . . . . . . . . . 5
“Identity Theft: A Small Business
Ticking Time Bomb”
President’s Message . . . . . . . . . . . . . . . . . . . . . . 6
Welcome New Members . . . . . . . . . . . . . . . . . . . 6
2010-11 President’s Cabinet . . . . . . . . . . . . . . . . 7
2011-12 Official Ballot
NAIFA-Dallas Board of Directors . . . . . . . . . . 8
Proposed NAIFA-Dallas Bylaws Changes . . . . . . . . 9
9th Annual Race for CE . . . . . . . . . . . . . .
Friday, May 20, 2011
10-11
NAIFA-Dallas Golf Tournament . . . . . . . . .
Friday, October 21, 2011
12-13
Karen’s Korner . . . . . . . . . . . . . . . . . . . . . . . . 14
Association Calendar . . . . . . . . . . . . . . . . . . . . 14
Thanks to our Sponsors & Exhibitors . . . . . . . . 15
ADVERTISER INDEX
Dwight Otto Brokerage . . . . . . . . . . . . . . . . . . . 6
The Fisher Agency . . . . . . . . . . . . . . . . . . . . . . . 7
The Guardian Life
Insurance Company . . . . . . . inside front cover
The Hartford . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Insurance Designers . . . . . . . . . . . . . . . . . . . . 10
Rice & Rice, PC . . . . . . . . . . . . . . . . . . . . . . . . 13
Union Central Life Insurance Company . . . back cover
NAIFA–Dallas
Editorial and Advertising Office
9101 LBJ Freeway, Suite 450, Dallas, TX 75243
(972) 991-2364 • Fax (972) 934-1217
www.naifadallas.org • email: ktrue@naifadallas.org
The Financial Advisor News is produced 10 times per
year by NAIFA-Dallas. Annual subscription is $1.00 per
year for members only. Subscription is included in the
dues. Unless specifically stated, the publishing of an
article or an advertisement does not imply endorsement
by NAIFA-Dallas of either the views expressed or the
products advertised.
April 28, 2011 • Prestonwood C.C. • 11:30 a.m.
You are cordially invited to join us
as we announce and honor:
&
2010 ADVISOR OF THE YEAR
2010 O.C. JACKSON HALL OF FAME
Winners of the 2011-12 Board of Directors Election will be announced.
See pages 8-9 for Official Ballot and Proposed Bylaws Amendments.
1-Hr CE Course Following 4/28 Luncheon
Sponsored by: IDT Risk Management Group
Following NAIFA-Dallas Luncheon 1:30 - 2:30 pm • Prestonwood Country Club – 15909 Preston Road • Dallas, Texas 75248
1-Hour CE Course • FREE NAIFA-Dallas Members / $25.00 Non-Members
Identity Theft: A Small Business Ticking Time Bomb
COURSE DESCRIPTION: This course is designed for insurance agents and brokers – as well as employers and their employees – to gain a general overview
and knowledge of the types and extent of personal identity theft, how identities are stolen and the impact on consumers and businesses. It also address
how identity theft exposes businesses to unlimited financial liability as stated in The Fair and Accurate Credit Transaction Act of 2003 (FACTA), as amended.
MODERATORS: Neil McGlone is an Identity Theft Consultant and Group Benefits Specialist with more than 25 years experience in the public/media relations
profession, including high technology, consumer, non-profit, international, business-to-business, crisis and corporate communications. The majority of
McGlone’s previous career was spent with Texas Instruments Incorporated in a variety of increasingly responsible communications positions, including five
years as an expatriate in Europe and Asia. As director of worldwide corporate media relations, he served as the company’s primary spokesperson for all major
news and issues. He also was chairman of TI’s Communications Leadership Team and the company’s Worldwide Media Relations Council.
Don Whigham is Founder and CEO of Whigham & Associates, Inc., an ID theft business consulting firm. The marketing arm operates as IDT Risk Management
Group and represents the largest fraud solutions company and legal services company in the world. Prior to 1991, Don was Founder and CEO of Business Data
Services, Inc. (BDS), an accounting, consulting and computer services company serving C.P.A. firms and small business clients through a national network of
91 franchised offices in 35 states. Don was listed in Who’s Who in Business and Finance and Who’s Who in Business and Industry in the U.S.
Diane Harrington is an ID Theft and Risk Management Specialist and Certified Small Business and Group Benefits consultant. Her goal is to bring updated
and useful information to those seeing the urgent need to protect themselves, their families, companies and clients from the #1 crime in the world: Identity
Theft. She assists many businesses in becoming proactive in the war against this #1 crime with education and awareness, as well as giving assistance
with compliance to the laws regarding Identity Theft (FACTA) which were passed under President Bush’s administration in 2003, now fully in effect, thus
safeguarding their company, employees/families, and customers, reducing the tremendous risk and liability to employers.
SPONSOR: IDT Risk Management Group • 4509 One Tree Drive • Plano, Texas 75093
Phone: 214-566-4938 • Fax: 1-877-206-2615 • Email: neilmcglone@gmail.com • www.idtriskmgtgrp.com
To register, fill out the registration form on page 3 and fax to (972) 934-1217 or register online at: naifadallas.org
PAGE 5
dOb
President’s Message
DWIGHT OTTO BROKERAGE
Quality Products from
Quality Companies
Featuring:
LIFE, DISABILITY INCOME,
ANNUITIES, AND
LONG TERM CARE
INSURANCE
4919 W Lovers Lane
Dallas, TX 75209
T 214.350.4455
F 214.350.9492
Member of
The Argyle Group, Inc.
Altoona, Chicago, Cleveland, Dallas,
Detroit, Houston, Memphis, Miami,
New York, San Diego, San Francisco
WELCOME
NEW MEMBERS
RUSSELL BODEN
Markman Group Inc.
Sponsor: Jeff Warren
JANINE CHAPA
State Farm Insurance Companies
Sponsor: Karen Easterling
AL FLANAGAN
Northwestern Mutual
DAVID HOGUE
Farmers Insurance
JENNIFER SPEER
New York Life
Sponsor: James McCluskey
RICH TRETA
Lincoln Financial Advisors
Sponsor: Karen True
IT’S SMART TO BELONG!
Where Are We Heading?
The theme of our 2010-11 Board is
“Around the Bend in 2010”. I did not
know there was going to be a train wreck
around the bend.
Our Board did an outstanding job in 2010
and continues to do so this year. We have
had to deal with a lot of issues that
pertain to our business. We continue to
deal with the Medicare issue from the
federal and state levels, and once again
the SEC has raised its ugly head.
It appears the SEC’s mission is to take
over the insurance industry, and the
companies we represent are standing by
and letting them get away with it. The
SEC has recently passed a rule if you are
security licensed, your PAC contribution
cannot go to NAIFA-Texas but must go to
National. In other words, Texas gets none
of your contribution. This is another
battle for us to fight. We are voting for a
new board and officers to carry on the
fight – see pages 8-9 and VOTE and
send your ballot to NAIFA-Dallas office
by Friday, April 22nd. 2010-2011 has a
good Board, and the candidates are also
extraordinary.
Let’s get behind them and carry on the
tradition of Dallas being a leader in our
business and one of the premier
associations in the NAIFA Federation. We
can determine where we are heading if
we stick together.
Regards,
John M. Connally
2010-11 President
2011-12 NAIFA-Dallas Official Board Ballot
and Proposed Bylaws Amendments
VOTE!
PAGE 6
See pages 8 & 9 ➔
2010-11 PRESIDENT’S CABINET
john M. connally, lutcf
(at press time)
Steve Anderson, LUTCF
Reed Ashwill, CLU, CFP
David Ayres, CLU
Fred Badyna, CLU, ChFC
Jerry Baker, CLU
Charles Bender, Sr., CLU, ChFC
Laura Biesemeyer, FLMI
David Blanchard, CLU, ChFC
Grover Brillhart
J.C. Bryan, CLU, LUTCF
Cylinda Clark
Howard Cohen, CLU, CFS
Scott Cohen, CFP, CFS
Jim Coyle, CLU, RHU, REBC
Tait Cruse, CLU
John Davis, CLU
Scott Dial
Tom DuRoss
Kelly Earls, JD, CPS
Donna Thomas Edwards, LUTCF
Mike E. Evans, CLU, ChFC, LUTCF
Danny Fisher, CLU, ChFC
Randy Ford, CLU, ChFC
Kim Foster
Frank Frey, CLU, LUTCF
James Garner, CLU, ChFC
Andra Grava, CLU, RHU
Stephen Harris, CLU, ChFC
Todd Healy, CLU, ChFC, AEP
Beth Henderson, CLU, ChFC
Mike Jarrell, LUTCF, CIC
Garry Kinder
Michael Kolacz, CEP, LUTCF, RFC
John Ridings Lee
Lloyd Lowe, Sr.
Joseph Mahoney, CLU, ChFC
Lee McCasland, CLU, ChFC
Jay McCluskey,
CLU, ChFC, MSFS, MBA
John McGrael, CLU, ChFC
Corey Metz, CLU
Mel Meyers, CLU, ChFC, AEP
Yuka Nakahara-Goven, CLU, MBA
Beverly Norman
John Norman, CLU, ChFC
Dwight Otto, CLU, ChFC
Corey Pride, ChFC, CRPS, QPFC
Joe Radovic, CLU, ChFC, CFP
Jack Reaves, CLU
Neil Riddick
Lee Ripley
Valli Sellers, CLU
Kathy Smith
Cheri Stanwix
Edward (Ted) Troy, CLU
Burl Wood, CLU, ChFC
Robert Woodell
Tallie O. Young, RFC, LUTCF
THANK YOU TO
OUR MARCH
EXHIBITOR &
CE SPONSOR:
BOB NELSON
& ASSOCIATES
Bob Nelson
972-238-7411
BNAbobnel@msn.com
Shannon Birkes
214-769-6164
shannon.birkes@securian.com
PAGE 7
2011-2012 OFFICIAL BALLOT
NAIFA-DALLAS BOARD OF DIRECTORS
VOTE FOR THREE (3) AND ONLY THREE (3) • ANY MORE OR LESS WILL INVALIDATE BALLOT
BALLOT MUST ARRIVE IN NAIFA-DALLAS OFFICE BY APRIL 22, 2011.
❑
Laura L. Biesemeyer
■ Entered the business in 1983
■ Summit Alliance Financial, LLC
■ NAIFA member since 2008
■ Director, NAIFA-Dallas Race for CE Committee, 2010-11
■ Member, NAIFA-Dallas Race for CE Committee, 2008-09
■ Board of Directors, FPA-DFW Partnership Committee,
2010-11
■ Member, Dallas Chapter of WIFS
■ Volunteer, Susan G. Komen events
❑
I VOTE:
❑
❑
Norman W. Cruson
■ Alternative Financial Analytics
■ Will receive LUTCF designation in 2011
■ Founded/managed a Financial Services MGA
■ Past Board Member, Plano Sports Authority
■ Member, Dallas Life Foundation
■ Deacon/Adult leadership at church
❑ IN FAVOR OF ❑ AGAINST
Kate Peil
■ Summit Alliance Financial, LLC (SAF)
■ Started and manages SAF’s Fixed Annuity Division
■ Member, FPA
■ Will receive CFP designation in 2012
■ Outreach at St. Francis of Assisi
❑
Barry Ward
■ Penn Mutual
■ Holds Series 6 and 63 licenses
■ Fast Start 30/90 Award Recipient, Bankers Life & Casualty
■ Summer Leaders’ Conference Award Winner, Bankers Life
■ COO for Swest Inc.
■ Member, Executive Advisory Board, Texas Institute of
Jewelry Technology
Cheri C. Stanwix
■ Stanwix Insurance and Benefits
■ Director, NAIFA-Dallas Health & Employee Benefits,
2010-11
■ Director, NAIFA-Dallas Government Relations, 2009-10
■ Member, NAIFA-Dallas Bowling Bash Committee, 2010-11
■ Volunteer, NAIFA-Dallas Golf Tournament, 2008
❑
Brad W. Campbell, CLU, CASL, ChFC
Lauren P. Hayden
■ Hayden Resources, LLC
■ Director, NAIFA-Dallas Community Relations, 2009-10
■ Director, NAIFA-Dallas Membership Involvement, 2008-09
■ Chair, NAIFA-Dallas Young Advisors Team Committee, 2008
■ NAIFA-Dallas "Young Advisor of the Year”, 2008
❑
❑
■ State Farm
■ Top 100 New State Farm Agents, 1998
■ State Farm Agency Field Executive since 2005
■ 12-time Qualifier, Ambassador Travel Recognition
■ Member, Society of Financial Service Professionals
■ Board Member, Long Branch HOA, Rockwall, TX
Claudia Foraker, NRCMA
■ Insurmed Services
■ Certified Medical Assistant
■ Director, NAIFA-Dallas Planning & Development
Committee, 2009-10 & 2010-11
■ Member, NAIFA-Dallas Casino Committee, 2008-09
■ Member, NAIFA-Dallas Legislative Committee, 2007-08
■ Rebuilt her company & manages day-to-day operations
successfully
❑
Janet Fresquez
■ Penn Mutual/Ayres Financial Group
■ Member, NAIFA-Dallas Legislative Gala Committee, 2010
■ Member, NAIFA-Dallas Race for CE Committee, 2010
■ Ambassador for Vision 2020 in 2010
■ Board Member, Altar Society for church
■ Advisory Committee, UNICEF Dallas
the proposed amendments to the NAIFA-Dallas Bylaws as listed on page 9.
INSTRUCTIONS: Print this page. Mark three and only three (any more or less will invalidate ballot).
Then submit by: (1) Fax to: 972-934-1217 or (2) Scan and email to: memberservices@naifadallas.org
or (3) Mail to: NAIFA-Dallas, 9101 LBJ Freeway #450, Dallas, TX 75243
BALLOT MUST ARRIVE IN NAIFA-DALLAS OFFICE BY APRIL 22, 2011.
PAGE 8
for electronic issues
PROPOSED AMENDMENTS TO THE
NAIFA-DALLAS BYLAWS
A sales opportunity
200 years in the making
PLEASE INDICATE YOUR VOTE ON THE AMENDMENTS
AT THE BOTTOM OF THE BALLOT ON PAGE 8
Would you like to grow your business working
with a trusted company, known for its integrity?
For 200 years, The Hartford’s stag has stood as
a symbol of strength through volatile economic
cycles, changing political landscapes, natural
disasters and acts of war.
At the NAIFA National Convention in 2009, the Association of Health Insurance Advisors (AHIA) was dissolved.
In order to consolidate Board Positions and eliminate references to AHIA, it is proposed that the Board Position
of AHIA Director be eliminated and those responsibilities be relegated to the Government Relations Committee
and the Professional Development Committee.
OLD
ARTICLE VII: BOARD OF DIRECTORS | SECTION 1: The Board of Directors shall consist of the officers and nine
(9) elected directors. The Treasurer, the Association Executive and the NAIFA-Texas Trustee as determined by
the State Association shall be ex-officio, and the Branch President(s) of the duly established branch(es) of
this Association (if any).
NEW
ARTICLE VII: BOARD OF DIRECTORS | SECTION 1: The Board of Directors shall consist of the officers and eight
(8) elected directors. The Treasurer, the Association Executive and the NAIFA- Texas Trustee as determined by
the State Association shall be ex-officio, and the Branch President(s) of the duly established branch(es) of
this Association (if any).
OLD
ARTICLE VII: BOARD OF DIRECTORS | SECTION 3: There will be four (4) members of the Board and five (5)
members of the Board elected in alternating years, and each will serve for two (2) years. All elected directors
shall take office on the first day of July of each year of their election, and will serve until their successors are
duly elected and qualified.
The Hartford offers:
• Lifeinsuranceproductsthatfeature
competitive death benefit protection
and innovation supplemental options for
personalized coverage of individual needs
• Underwritingprogramsthatcreate,
not limit, opportunities
• $20millionUnderwritingRetention
and automatic binding capability up the
$65millionJumbolimit
If you think your business could benefit by
working with The Hartford’s innovative products
and proven distribution model, give me a call
today to learn more:
NEW
ARTICLE VII: BOARD OF DIRECTORS | SECTION 3: There will be four (4) members of the Board elected in
alternating years, and each will serve for two (2) years. All elected directors shall take office on the first day
of July of each year of their election, and will serve until their successors are duly elected and qualified.
OLD
ARTICLE IX: COMMITTEES | SECTION 1: There shall be the following Standing Committees, each chaired by a
member of the Board of Directors:
(A) AHIA Health
(F) Member Involvement
(B) Community Relations
(G) Planning and Development
(C) Government Relations
(H) Professional Development
(D) Professional Designations
(I) Programs
(E)Membership
NEW
ARTICLE IX: COMMITTEES | SECTION 1: There shall be the following Standing Committees, each chaired by a
member of the Board of Directors:
(A) Community Relations
(E) Member Involvement
(B) Health & Government Relations
(F) Planning and Development
(C) Professional Designations
(G) Professional Development
(D) Membership
(H)Programs
OLD
ARTICLE X: DUTIES OF COMMITTEES | SECTION 1: The AHIA Health Committee shall provide services to
members concerning health insurance in the areas of legislation, professional development, and educational
programming.
ARTICLE X: DUTIES OF COMMITTEES | SECTION 3: The Committee on Government Relations shall examine laws
and regulations, existing or proposed, affecting the life and health insurance and financial services industry,
and submit recommendations concerning such laws and regulations to the Board of Directors. The committee
shall assist in the implementation of the legislative pro10grams of the National and State Associations. In
addition, this committee shall oversee the ad hoc committees on IFAPAC and IFAPIC which aid individual
members in becoming more knowledgeable and involved in politics and government.
NEW
ARTICLE X: DUTIES OF COMMITTEES | SECTION 1: Deleted, and each succeeding Section is re-numbered
consecutively beginning with Number 1.
ARTICLE X: DUTIES OF COMMITTEES | SECTION 2: The Committee on Health and Government Relations shall
examine laws and regulations, existing or proposed, affecting the life and health insurance and financial
services industry, and submit recommendations concerning such laws and regulations to the Board of Directors.
The committee shall assist in the implementation of the legislative programs of the National and State
Associations. In addition, this committee shall oversee the ad hoc committees on IFAPAC and IFAPIC which
aid individual members in becoming more knowledgeable and involved in politics and government.
Thomas W. Rutledge, CLU, ChFC
Regional Vice President
5605 N. MacArthur Blvd., Suite 550
Irving, TX 75038
Thomas.Rutledge@HartfordLife.com
469-586-1038
“The Hartford” is The Hartford
Financial Services Group, Inc.
and its subsidiaries, including
the issuing companies of
HartfordLifeInsurance
Company (New York) and
HartfordLifeandAnnuity
Insurance Company (outside
New York), Simsbury, CT. The
mailing address for both issuers
is P.O. Box 2999, Hartford, CT
06104-2999.LIF115114/10
Administrative
Professionals Day
Wednesday, April 27, 2011
PAGE 9
RACE FOR CE
SPONSORS
RACE FOR CE TOPICS
Friday, May 20, 2011
(at press time)
TOPICS & SPEAKERS (TENTATIVE AS OF APRIL 1, 2011)
TITLE SPONSORS:
TITLE SPONSORS
Lincoln Financial Advisors • Securian • Union Central • United Healthcare
NAIFA-Dallas and our Title Sponsors are proud to present:
TITLE/TOPIC
PLATINUM SPONSORS:
Aflac
American General
Armor Wealth Management
Coventry
National Health Administrators
Sun Life Financial
Transamerica Life Insurance
GOLD SPONSORS:
Disability Insurance Services
John Hancock Annuities
MetLife
Simpkins & Associates
SILVER SPONSORS:
AXA Distributors
Bob Nelson & Associates
Ohio National Financial Services
The Plus Group
QuestPro Consultants/Q-Temps
Summit Alliance Financial
Texas Regional Office
Transamerica LTC/
Transamerica Retirement Services
Wealth Advisors Trust Company
PAGE 10
CE HRS SPEAKER
SPONSOR
Life Insurance as an Alternative Asset
1
Ken Winnebrenner
When I’m 65
1
Jim Wallander
Fee Transparency & Investment Neutrality
1
Shannon Birkes
Securian Retirement Distributors
Total Fiduciary Management
1
Shannon Birkes
Securian Retirement Distributors
Disability Insurance
1
TBA
Union Central
1
TBA
Union Central
Offering Healthcare Coverage to Hispanics
2
Jaime G. González
United Healthcare
Texas Regulations & Ethics** (extra fee)
2
David Silver, LUTCF
NAIFA-Dallas
TBA
1
TBA
Aflac
TBA
1
TBA
Aflac
Annuities
1
Chad Nulty
American General
Annuities
1
Chad Nulty
American General
TBA
1
TBA
ARMOR Wealth Management
TBA
1
TBA
ARMOR Wealth Management
Secondary Market for Life Insurance*
2
Peter Hershon
Coventry
Long Term Care 101
1
Mitch Monis
Long Term Care and Executive Planning
1
Mitch Monis
Business Insurance Concepts*
2
Brian Haselden
Sun Life Financial
Foreign Nationals
1
Michael Thaxton
Transamerica Life Insurance Co.
Legacy Planning
1
Michael Thaxton
Transamerica Life Insurance Co.
1
TBA
Disability Insurance Services
Annuities
1
TBA
John Hancock Annuities
Executive Benefit Arrangements
1
Andrew Rinn
Met Life Investors
Qualified Plans
1
TBA
Simpkins & Associates
*same 1-hour class presented twice
**back by popular demand
NAIFA-Dallas and our title sponsors present the
9
th
Annual
Race for CE
The
Race Best
Ever
!
May 20, 2011
Registration: 8 a.m. • Classes: 9 a.m. - 4:50 p.m. • Evening of Racing: 5 - 11 p.m.
• Up to 6 hours of continuing education
(qualifies for licensing credit with the T.D.I. – NO CFP CERTIFICATION)
• Ethics Course – 2-hour required course
• Up to 28 basic & advanced sessions to choose from
For only $90 (Early Bird), Your Ticket ($264 Value) Includes:
H Buffet dinner and free parking FOR YOU AND YOUR GUEST H
H Indoor reserved seating FOR YOU AND YOUR GUEST for an evening of live horse racing H
H Continental breakfast, buffet lunch, refreshments H
H Industry trade show H Door prizes H
H Professional handicapping seminar H Racing program H
REGISTER ONLINE: www.naifadallas.org
NAIFA/FPA/NAHU/SFSP/WIFS Members
Non-Members
Early Birds (by 4/15/11)
$90.00$135.00
Procrastinators (4/16/11 - 5/18/11)$115.00
$155.00
At the Door (5/20/11) $130.00$180.00
Block Tickets (Agency & Company)
10 = $850 ($900 Value)
15 = $1,200 ($1,350 Value)
+ Extra for Ethics Class
$25.00
$45.00
RACE FOR CE EARLY BIRD REGISTRATION – LAST CHANCE for Early Bird!
Name _____________________________ Company _____________________________ TDI License # _______________
Address ______________________________________________________ Local Association _______________________
Phone _____________________ Fax _____________________ Email _________________________________________
____ Member tickets to Race for CE @ $90.00 + ____ Member tickets to Ethics Class @ $25.00 = $__________
____ Non-Member tickets to Race for CE @ $135.00 + ____ Non-Member tickets to Ethics Class @ $45.00= $__________
Block Tickets
❑ 10 tickets = $850.00
❑ 15 tickets = $1,200.00
MAIL TO: NAIFA–Dallas, 9101 LBJ Freeway, Suite 450, Dallas, Texas 75243 with check payable to NAIFA-Dallas OR
FAX: (972) 934-1217 OR EMAIL: memberservices@naifadallas.org OR ONLINE: www.naifadallas.org and charge to VISA, MC, AMEX, DISCOVER
Credit Card # __________________________________ Expires on ___ /___ Zip Code on billing statement ___________
No refunds unless 48-hour written cancellation notice is given by 8 a.m. on May 18, 2011.
PAGE 11
PLAYER REGISTRATION
4000 W. Windsor Drive • Flower Mound, Texas 75028
Registration 11:00 a.m. • Shotgun Start 1:00 p.m.
Dinner 6:30 p.m.
$115 includes golf fees, cart, range balls and dinner
PLAYER #1
PLAYER #3
Name ______________________________________________
Name ______________________________________________
Company ___________________________________________
Company ___________________________________________
Address ____________________________________________
Address ____________________________________________
City _____________________________ Zip _______________
City _____________________________ Zip _______________
Phone ____________________ Fax ______________________
Phone ____________________ Fax ______________________
Email ______________________________________________
Email ______________________________________________
Handicap (or last 5 scores) _____________________________
I am playing: ❑ alone
❑ with partner ______________________________________
❑ with partner ______________________________________
❑ on a foursome with ________________________________
❑ on a corporate sponsor team
No. attending Dinner ___________
VISA/MC/AMEX/DISC # _____________________ Exp. _______
PLAYER #2
PLAYER #4
Name ______________________________________________
Name ______________________________________________
Company ___________________________________________
Company ___________________________________________
Address ____________________________________________
Address ____________________________________________
City _____________________________ Zip _______________
City _____________________________ Zip _______________
Phone ____________________ Fax ______________________
Phone ____________________ Fax ______________________
Email ______________________________________________
Email ______________________________________________
❑ with partner ______________________________________
❑ with partner ______________________________________
To register, please fax this page to (972) 934-1217 or register online at: naifadallas.org
PAGE 12
4000 W. Windsor Drive • Flower Mound, Texas 75028
Registration 11:00 a.m. • Shotgun Start 1:00 p.m.
Dinner 6:30 p.m.
GOLD SPONSOR – $2,000
• 8 player spots in the tournament •
• One-half page ad in the Financial Advisor News for six months ($1,194 value) •
• Recognition and announcements at meetings until tournament time •
• Recognition in the Financial Advisor News until tournament time •
• Four free rounds of golf for play at Bridlewood Golf Club •
• Spotlight commercial during the Awards Ceremony •
• Recognition in PowerPoint presentation during the Awards Ceremony •
SILVER SPONSOR – $1,000
• One-quarter page ad in the Financial Advisor News for six months ($750 value) •
BRONZE SPONSOR – $750
• One-sixth page ad in the Financial Advisor News for six months ($534 value) •
HOLE SPONSOR – $250
Create your own experience. You own the tee box.
Golf towels, tees, logo items, water, etc. You make it happen.
If you want to have a contest, please ask us about making special arrangements.
SPONSOR BENEFITS
Please see registration form on page 3 or call the NAIFA-Dallas office for more information.
(972) 997-8220
THE
Page
FINANCIAL
2
ADVISOR NEWS OF NAIFA-DALLAS 4/11
THE FINANCIAL ADVISOR NEWS OF NAIFA-DALLASPAGE
6/0113
ASSOCIATION
CALENDAR
4/11 - 6/11
APRIL 2011
4/1
FPA DFW Ballpark Event
Rangers Ballpark in Arlington
9:30 am-1:00 pm
4/6
SFSP Dallas Chapter Luncheon
Doubletree Hotel Galleria
11:30 am-1:00 pm
4/13
WIFS Monthly Luncheon
Cantina Laredo – Dallas Parkway
11:15 am-1:00 pm
4/20
Estate Planning Council N. TX
Business Succession Planning
Southfork Hotel, 7:30-9:00 am
4/20
DAHU Luncheon
Vision Insurance
11:30 am-1:00 pm
4/28
NAIFA-Dallas Luncheon
Advisor of the Year & Hall of Fame
CE: Identity Theft: A Small Business
Ticking Time Bomb
CE Sponsor: IDT Risk Management
MAY 2011
5/11
11:15 am-1:00 pm
5/13
FPA DFW Financial Planning Symposium
Frisco Convention Center
7:00 am-5:30 pm
5/18
Estate Planning Council N. TX
Domino Effects of Estate Planning
Southfork Hotel, 7:30-9:00 am
5/18
DAHU Luncheon
TAHU Convention Update/Mandate CE
11:30 am-2:00 pm
5/20
NAIFA-Dallas Race for CE
Lone Star Park (see pgs 10-11)
JUNE 2011
6/5 -
6/8
MDRT Annual Meeting
Atlanta, GA
6/8
11:15 am-1:00 pm
6/14
FPA DFW CE & Chapter Meeting
Doubletree Hotel (LBJ & Midway)
9:30 am-2:00 pm
6/15
DAHU Luncheon & CE
New Normal in Healthcare
11:30 am-2:00 pm
6/23
NAIFA-Dallas Celebration of
Achievement Luncheon
Installation of 2011-12 Board
CE: TBA
CE Sponsor: Aetna
S AV E T H E D AT E
10/21/11 NAIFA-Dallas Golf Tournament
Bridlewood Golf Club (see pgs 12-13)
PAGE 14
KAREN’S
O
R
N
E
R
Karen H. True
Fresh Eyes
My husband and I and our friends, Jack and
Karen, recently spent the better part of two
weeks with two British couples who were
visiting in the U.S. Although they had been to
the states on two previous occasions, this trip
afforded them the opportunity to experience
Colorado for the first time. My family and I
have spent quite a lot of time in New Mexico
and southern Colorado, certainly not so much
time that we are immune to the unique
beauty of those states, but perhaps enough
that familiarity clouds our view. What an
experience to see those surroundings through
“fresh eyes”. The travelers were thrilled by the
landscapes – the dramatic rocky spires and
mesas of New Mexico and the clear blue skies,
purple mountain majesty, and golden aspens of
Colorado. What fun to see one of our favorite
places through the fresh eyes of our friends
from across the pond.
We were delighted by their child-like enthusiasm
for everything American, as well as by their
perspective on our country – its politics, terrain,
traditions, history, food, and language – which
provided the subject matter for lots of laughter
and conversation.
Seeing things with fresh eyes can cause one
to not only appreciate the things that we may
take for granted, but also to analyze more
carefully the things that we may have come to
overlook or ignore.
What aspects of your life could be improved by
a viewing with fresh eyes? Could you benefit
from stepping back from yourself and seeing
your life, surroundings, relationships, or
business from a fresh perspective?
I recently visited with a woman who, in her late
40s, literally reinvented herself. She said that
she had fallen into the habit of avoiding the
scale, had grown accustomed to wearing her
comfortable but slouchy old clothes, and had
spent little time in front of the mirror. One day,
as she was walking down a street, she caught a
glimpse of her reflection in a store window. She
did a double-take and was stunned by what she
saw. Who was that frumpy, lethargic woman?
Seeing herself from a fresh perspective – with
fresh eyes – changed her life. She resolved to
make some positive changes and went from
being dowdy, unkempt, and matronly to being
well-groomed stylish, and energized.
A business owner found himself in the habit
of doing what he'd always done, the way he’d
always done it. Taking a look at his business
with fresh eyes caused him to see the potential
growth that he was missing and to make some
positive changes that made a bottom-line
difference.
Try this experiment. Walk into your office or
workspace and look around as if you are seeing
it for the first time. What do your surroundings
say about the person who works there? Try the
same thing at home. Look at your living space
as if you are a visitor. If you observe some
things that you’d like to improve, do so; on the
other hand, you may want to look at your home
with gratitude and appreciation. Unlike many of
the victims of recent hurricanes and floods, you
are blessed just with a roof over your head.
What about your work habits? Take an
objective look at your performance, and then
answer honestly, “Are you working to your full
potential? Would you hire you?”
Take a look at the people in your life. Out
of habit, do you spend time with people you
don’t enjoy? Are you allowing yourself to be
drawn into their negativity? Are there some
relationships that you need to analyze?
On the other hand, maybe there are some
people that you’re seeing with overly critical
eyes, people who deserve a fresh look.
Try seeing them with fresh eyes, eyes of
compassion, understanding, and appreciation.
Use the approach of a traveler from another
country. See your world with fresh eyes. Doing
so can help you to improve in some areas of
your life and to appreciate others.
– Julie Alexander, Great Days
julie@juliealexander.com
Thought for the Month:
“We would worry less about
what others think of us if we
realized how seldom they do.”
– Ethel Barrett
THANKS TO OUR
2010-11 SPONSORS & EXHIBITORS:
Ackley Financial Group associated with
IDT RISK MANAGEMENT GROUP
Joe Radovic, CLU, ChFC, CFP • 469-737-4052
jradovic@htk.com
Neil F. McGlone • 214-566-4938
www.idtriskmgtgrp.com
Beverly Norman • 469-222-6055
normanb1@aetna.com
John Davis Sr., CLU • 214-696-9756
jdavis@insdesign.com
Eli Pickel • 972-758-5355
eli_pickel@us.aflac.com
Chad Nulty • 713-831-3281
chad.nulty@aglife.com
Ayres Financial Group associated with
David E. Ayres, CLU • 972-980-9600
ayres.david@pmlmail.com
BOB NELSON
& ASSOCIATES
Bob Nelson • 972-238-7411
BNAbobnel@msn.com
Kathy Walker • 972-960-9630
kwalker@simpkinsassoc.com
We know
Insurmedbrokerage
Services
From Best
Class to
High Risk, your
Claudia
Foraker
• 972-404-8113
business
is our expertise.
claudia@insurmed.com
Sony Life Insurance Co., Ltd.
Tokyo, Japan
Submit your next case to us, and find
out what we have to offer…
COMPETITIVE PRODUCTS
Life
Insurance
Tyler
Randall • 512-636-3973
• A Broad Portfolio of Life Insurance
trandall@jhancock.com
Products
- UL, Whole Life, Term Life and
Survivorship
Teresa Laraba
www.southwest.com
KINDER BROTHERS
INTERNATIONAL
Disability Income Insurance
• BOE and Buy-Sell
• Multi-Life or Individual DI Insurance
• Own Occupation Protection
Garry
D. Kinder,
CLUfor•retirement
972-380-0747
• Protect
ability to save
Longgkinder@kbigroup.com
Term Care Insurance
Scott A. Hoke, CLU, ChFC • 214-675-5012
scott.hoke@axa-equitable.com
Shannon Birkes • 214-769-6164
shannon.birkes@securian.com
• From a Company that’s in the business for
the long term
• Reimbursement or Indemnity Policies
Laura L. Biesemeyer • 972-884-6156
laura.biesemeyer@summitalliance.net
LD LOWE SR.
SERVICE
YOU DESERVE
FINANCIAL
ADVISORY
EstateD.
Analysis
Business
Planning
Lloyd
Lowe,&Sr.
• 972-335-2523
MassMutual
Retirement Services
lloyd@ldloweplan.com
The MassMutual Trust Company, FSB*
For more information contact:
Bob Bowsher, CLU, ChFC
Brokerage Director
15851 Dallas Parkway, Suite 1000
Dallas, TX 75001
Richard
Treta, CFP • 972-361-3945
Phone: 214-883-7426
Email: richard.treta@lfg.com
rbowsher@finsvcs.com
Website: www.stevensfiancialgroup.com
Brian Haselden, CLU, ChFC, LUTCF
214-532-4194 • bhaselden@slfd.com
Ralph Pence • 972-751-5454 x13
eccdallas@verizon.net
Mike Smith, LTCP • 800-442-4915
mike@thebrokerageinc.com
Carolyn Rossi,Stevens
RHU,Financial
CLTC Group
• 214-282-6012
crossi@massmutual.com
Peter Hershon • 877-836-8300
phershon@coventry.com
Stephanie Durham • 214-615-5268
sdurham@djcf.org
LIFE INSURANCE • DISABILITY INCOME
INSURANCE • LONG TERM CARE INSURANCE
MassMutual
Financial •
Group
is a marketing name
Tom Brown
866-601-8854
for Massachusetts Mutual Life Insurance Company
(MassMutual)
and its affiliated companies and
tbrown6@metlife.com
sales representatives. Insurance products issued by
MassMutual, 1295 State Street, Springfield, MA
01111-0001 and its subsidiaries, C.M. Life Insurance
Company and MML Bay State Life Insurance Company,
100 Bright Meadow Blvd., Enfield, CT 06082. *The
MassMutual Trust Company, FSB is a wholly owned
stock subsidiary of MassMutual. CRN201112-127786
Mitch Monis • 469-341-3710
mitch.monis@nha.net
Tom Helbing • 972-795-5813
thelbing@diservices.com
dOb
DWIGHT OTTO BROKERAGE
Dwight Otto, Quality
CLU, Products
ChFC •from
214-350-4455
Quality Companies
dwight@dwightottobrokerage.com
Featuring:
LIFE, DISABILITY INCOME,
ANNUITIES, AND
LONG TERM CARE
INSURANCE
4919 W Lovers Lane
Dallas, TX 75209
Danny Fisher, CLU, ChFC • 972-238-1450
T 214.350.4455
danny@MrAnnuity.com
F 214.350.9492
Member of
The Argyle Group, Inc.
Altoona, Chicago, Cleveland, Dallas,
Detroit, Houston, Memphis, Miami,
New York, San Diego, San Francisco
Scott Dial • 214-346-0985
scott_dial@glic.com
Tom Rutledge, CLU, ChFC • 469-586-1038
thomas.rutledge@hartfordlife.com
Christopher Hollmann • 972-437-2040
chris@ibatx.com
Joe Aitro • 203-272-2660
joseph.aitro@transamerica.com
Tony Dillard • 817-343-3398
tony.dillard@transamerica.com
Rick Spence • 817-454-1158
rick.spence@transamerica.com
Union Central Life Insurance Company
Mark Koskovich, CLU • 972-774-2019
mkoskovich@ft.newyorklife.com
Andra Grava, CLU, RHU • 972-774-9663
agrava@ucdallas.com
Jerry Baker • 972-398-6993
jerry_baker@ohionational.com
Jaime G. González • 469-633-8891
jaime_g_gonzalez@uhc.com
Reed Schnittker • 972-943-9999
reed@plusgrouptx.com
Chuck Sharpe • 214-742-6065
chuck@sharpe-law.com
Debbie Hubbell • 972-960-1305 x115
dhubbell@questpro.com
Veronica Bell • 972-774-0700 x123
WIFS@DallasWIFS.org
Kathy & Mark Rice • 972-997-8220
kathy@ricecpas.com
Raymond Wong • 214-682-5894
raymond@wongsproduction.com
PAGE 15
NAIFA-Dallas
9101 LBJ Freeway
Suite 450
Dallas, Texas 75243
PRSRT STD
U.S. POSTAGE PAID
DALLAS, TX
PERMIT #1478
LOOKING FOR DI? LOOK TO UNION CENTRAL.
Disability Income Insurance
Throughout life, your clients need to be prepared for the unexpected,
and that means protecting their income in the event of a disability.
If you are a producer
looking to sell DI, contact:
In addition to life insurance and annuities, Union Central specializes
in disability income insurance. With a wide range of flexible features,
you’ll find the solution to meet the needs of your clients.
Andra Grava, CLU, RHU
Jim Coyle, CLU, REBC, RHU
Union Central - Dallas Agency
17000 Dallas Parkway, Suite 226
Dallas, TX 75248
Phone: (972) 774-9663
Fax: (972) 774-1792
www.UCDallas.com
•
•
•
•
•
•
•
•
•
•
•
True Own Occ coverage*
Highly competitive Issue and Participation Limits
Disability Overhead Expense Coverage (available to 5AP-3A)
Minimum of five lives (100% of eligible class) required for
Employer-Paid GSI
Non-Disabling Injury benefit (most states)
Good Health benefit (most states)
15-20% multi-life discounts available
15-30% GSI** discounts available
Attractive offering for Public Employees
Broad range of additional benefit riders
Very competitive compensation
* Varies by age and occ class and state restricti0ns apply.
** For qualifying groups using short form applications.
DI 1032 12/06

NAIFA-DALLAS PROGRAM

Transcription

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