December 09, 2020

(All times are EST)

  8:40 am:  Sign-in to Zoom and Join Meeting

  8:50 am:  Welcome, Introductions, Pledge of Allegiance, National Anthem

  9:00 amSpeaker - Mike McGlothlin - Ash Brokerage (1 hour Indiana Insurance CE approved)

10:10 amSpeaker - Phil Koontz, U.S. Navy Seal (No CE)

11:00 am:  Annual Meeting (see agenda below)

  1:00 pm:  Adjournment


(All times are EST)

9:00 am - 10:00 am:  Presentation


                      "Six Accelerants to a High Performing Practice"

                     Mike McGlothlin, CFP®, CHFC®, CLU®, LUTCF®, NSSA®
EVP – Ash Brokerage; President – National Society of FSP
                     (1.0 hours Indiana Insurance CE approved)

Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker, and expert in business growth strategies for financial advisors. In 32 years in the business, he has won multiple awards, qualified for MDRT, operated his own independent firm and been featured in Forbes.

His books have helped define the new rules of retirement planning, he’s been invited to speak at several of the industry’s most influential events such as NAIFA and SFSP, and he even teaches nationally accredited CE courses.

With a double major in economics and business analysis from Indiana University, an extensive list of certifications and a track record of performance, Mike has been a student of every facet of the financial services industry.

Today, as the executive vice president of retirement for Ash Brokerage, he leads more than 65 direct reports who have grown the business line 300% in the last six years. Today, they are one of the largest wholesaling teams in the brokerage general agency space.

As a professional guide, he can help any financial advisor looking to create exponential revenue growth, find new clients and better streamline their operations by incorporating his simple methodologies and proven models.

In this session, Mike identifies and discusses the six primary accelerants to a high performing practice, a crucial step in transforming your business.

10:10 am - 11:00 am:  Presentation


                      "Overcoming Adversity: A Navy SEAL's Advice on Facing Life’s Many Challenges"

                     Phillip W. Koontz
                     U.S. Navy SEAL Combat Veteran & Motivational Speaker
                     (No CE)

Phillip Koontz, former Navy SEAL of six years, takes his life lessons forged through the trials of SEAL training and currently helps others practically apply them to their personal, professional and family lives.


After being honorably discharged in 2009, he has enjoyed success as a motivational speaker in business, academic, athletic and religious environments.He has spoken in hundreds of events both international and state side where he tailors his inspiring stories and lessons in the SEAL Teams to fit the occasion and audience. His most sought after talks include: Overcoming Adversity: A Navy SEAL's Advice on Facing Life’s Many Challenges, Prepared For The Unknown: 3 Practical Lessons From a Navy SEAL That Will Give You Peace Of Mind, Living Free and Fearless: Self-defense Course for Everyday Situations, and Three Dimensional Leadership: Learning to Lead in All Environments and Circumstances.


Phillip’s acclaimed book: The Truth Behind My Trident gives a snapshot of a day in the life of a Navy SEAL as he pulls back the curtain, revealing the behind the scenes culture of this elite group.Given our cultural esteem for SEALs, it would be a rare chance to meet Phillip and hear about his powerful experiences. His use of live videos, personal operational gear and powerful stories will instantly capture your interest and will surely be remembered for years to come.


Phillip is a Life and Business Coach, holds webinars and mentors Special Forces candidates in his spare time. He also volunteers with the Anti-Trafficking Bureau, a nonprofit organization which rescues,restores and protects children trapped in the sexual exploitation industry in the Dominican Republic.


For more information please visit his website at www.philkoontz.com, or to book a speaking engagement, please contact Phillip directly at 479-806-7445 or email koontzspeaker@gmail.com.

11:00 am - 1:00 pmAnnual Meeting


Welcome and Call to Order - Joe Cerda

Confirm Meeting of Constituents - Andy Beutter

Minutes of Previous Meeting - Andy Beutter

         View/print Previous Meeting Minutes

Treasurer's Report - Andy Beutter

Review of 2020 Financial Statement to date

Introduction of State Board - Joe Cerda

Report of Governance Committee and Election - Bill Barber

Present Candidates (see 2021 Board of Trustees below)


IFAPAC - John Haffner

APIC - Greg Boyer

Government Affairs - Greg Boyer

Report on 2020 Legislative Session

Announcement of Election Results - Kyle Cyr / Bill Barber

Membership Report - Jeff Goralczyk

Break (5 minutes)

Town Hall meeting - Bill Barber/Kyle Cyr

Tom Gearhart - Foundation for Education

Jon Zarich, NAIFA-Indiana Lobbyist - Introduction by Greg Boyer


Installation of Officers and Trustees

President's Comments - Joe Cerda









Joe Cerda, MBA, CLU, LILI, MassMutual Brokerage, Indianapolis, IN


Daniel Stallings, Stallings Wealth Management, Muncie, IN


Zary Lete, LUTCF, CLTC, Callistus Smith Agency, Inc., Floyds Knobs, IN


Kyle Cyr, Cyr Ins. & Financial Services, Fort Wayne, IN


William Y. Barber, CLU, ChFC, LUTCF, ISU Ins & Invest Grp, Jeffersonville, IN


Wanda Bell-Brown, CLU, LUTCF, State Farm, Indianapolis, IN

Andrea Bogard, A. Bogard Insurance Group, Jeffersonville, IN

Joanne Rae Broadwater, The Broadwater Group LLC, Williamsport, IN

George (Andy) Beutter, LUTCF, FSS, Farm Bureau Insurance, Granger, IN


Jeffery K. Goralczyk, SKC, FICF, LUTCF, Knights of Columbus, Syracuse, IN

Marlōn Hall, CFS®, Jackson National, Avon, IN

Jeremy Stackhouse, CLU, ChFC, LTCP, New York Life, Fort Wayne, IN


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