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  • NAIFA-Indiana and NAIFA Live

    With the changes brought about by NAIFA 20/20, NAIFA-Indiana began hosting member meetings the 3rd Thursday of the month. The meeting was held at a Broadcast site, and then broadcast statewide to Watch Party sites in large metropolitan areas around the state. The broadcast was also available individually to members via video streaming using Zoom Webinar. Beginning in July, NAIFA-Indiana will be added to the NAIFA Live broadcasts. We will continue to offer Watch Party sites, but the meetings will be hosted and broadcast by National. The of the obvious benefits will be the opportunity to access national presenters. CE will still be available for members. #naifaproud #naifalive #naifaindiana

  • Summit 2019

    October 2nd & 3rd in Muncie, IN. Don't miss your chance to network, earn up to 7 CE hours, and listen to six expert speakers at #NAIFASummit2019!

  • NAIFA-Indiana New Mobile-Friendly Website

    NAIFA-Indiana has re-engineered their Website to provide more flexibility and convenience for their members. The biggest advantage to the new site is the customized mobile app design when accessed on a mobile device. Well over half of today's users access information from their mobile devices. This will make our site more easy to access data and to navigate or site. #naifaproud #naifaindiana

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  • 2021-05-20 Broadcast CE - 4 Hours | NAIFA-Indiana

    2021-05-20 BROADCAST CE - 4 HOURS Registration Fee: NAIFA/SFSP Members - FREE Non-Members - Available to members only Call 317-844-6268 for registration questions. ​ May 20, 2021 (All times are EST) - Zoom login 8:20 am - 8:30 am Unconsidered Consequences, David Gresham - 9:30 am Retirement Planning with Diversified Income, John Wetzel - 10:30 am Medicare Presentation , John Means & Holly Fisher - Retire on Purpose Beyond Financial Planning: Creating the Life You Want 11:30 am , Traci Anderson - Dismissal 12:30 pm ​ Register for Virtual Attendance via Zoom Webinar Add to your calendar ​ 8:30 am - 9:30 am ​ " Unconsidered Consequences " David Gresham Advanced Markets Analysis Manager OneAmerica ​ (1 hour Indiana Insurance CE ; 1 hour CFP CE ) pending approved ​ An Attorney, Chartered Life Underwriter, Chartered Financial Consultant and Chartered Special Needs Consultant, Dave is Advanced Markets Analysis Manager with the companies of OneAmerica in Indianapolis, Indiana. He provides support to a national field force with estate planning, retirement planning, business planning, and technical issues involved with product sales. Dave also authors position papers regarding advanced markets concepts and assists with the development of sales ideas and selling techniques. Dave has authored articles for the Journal of Financial Service Professionals and other industry publications. Additionally, Dave conducts education seminars nationally for the member companies of OneAmerica and has been a guest speaker for numerous industry organizations. Among others, he has developed and presented seminars for the following corporate entities: American United Life Insurance Company; The State Life Insurance Company; Pioneer Mutual Life Insurance Company; and, The Cincinnati Life Insurance Company. He also has been a guest speaker at numerous local, state and regional chapters of the following industry organizations: The Society of Financial Service Professionals; The Association of Insurance & Financial Advisors; Estate Planning Councils; Financial Planning Associations; Marketing Organizations; and, Producer Groups. Dave graduated Cum Laude from the Honors College of Ball State University in 1981 and received his law degree Cum Laude, Order of Barristers, from the Indiana University School of Law in 1989. Dave practiced law both in Columbus, Indiana and Indianapolis, Indiana before beginning his employment with OneAmerica in 1992. The American College, Bryn Mawr, Pennsylvania awarded Dave the designation Chartered Life Underwriter in 1997, Chartered Financial Consultant in 1999 and Chartered Special Needs Consultant in 2019. He is a member of the Indiana State Bar Association, The Society of Financial Service Professionals and is a FINRA Registered Representative. ​ Description: Unconsidered Consequences is a look at the results of failing to have a conversation with your clients about long-term care. ​ Learning Objectives: Learn about the demographics of long-term care: the probability of needing care and the cost Learn that the important thing is to get people to consider the consequences of long-term care and that people assess risk and consequence differently Examine the sources of funding for long-term care including government benefits, self-funding and long-term care insurance Learn the differences between health-based and asset-based long-term care insurance Be able to determine efficient funding for long-term care risk and when to implement the plan ​ 9:30 am - 10:30 am ​ Regional Marketing Director " Retirement Planning with Diversified Income " John Wetzel Penn Mutual (1 hour Indiana Insurance CE pending ; 1 hour CFP CE approved ) ​ John started his career as an internal wholesaler with Integrity Life Insurance, a subsidiary of Western Southern Life Insurance. His primary focus was on helping clients invest for, live in, and mitigate risk during retirement. John joined Penn Mutual in 2012 as the region's first Internal Marketing Representative. During that time he learned how to design and implement the advanced strategies Penn Mutual is known for. ​ In this session, John discusses Retirement Income Diversification. He addresses the concerns of retirement including alternate sources of retirement income, market downturns, and portfolio strengthening. He will offer a strategy for retirement and discuss each component which includes the benefits of having life insurance, life insurance income vs. investment income, locking in losses, and how this strategy strengthens the portfolio. 10:30 am - 11:30 am " Medicare Presentation " (1 hour Indiana Insurance CE pending ; 1 hour CFP CE approved ) , MA, RHU, LUTCF, FIC John B. Means ​ Senior Marketing Manager ​ Midwest Insurance Marketers of America ​ ​ John Means has over 40 years in the insurance business with specialization in Medicare and Senior Insurance Products. He is a brokerage insurance owner and consultant for Senior Marketing. He is a nationally recognized speaker and trainer, having trained over 4000 agents for many major national companies. John is a main platform speaker for motivational and training sessions all over the United States. He developing complete senior marketing programs from agent training to upper management education on senior insurance. Currently, he is the Senior Marketing Manager for Midwest Insurance Marketers of America, and a board member and advisor to Means and Associates Insurance. ​ ​ ​ Holly Fisher ​ Vice President of Marketing and Sales ​ Midwest Insurance Marketers of America ​ Holly Fisher is currently Vice President of Marketing and Sales of Midwest Insurance Marketers of America. Midwest is an Indianapolis, Indiana based insurance brokerage agency, established in 1988 as a major sales, marketing and product distribution organization for various life and health insurance carrier products. She has been with Midwest for 32 years. Midwest's employee base has a combined experience of over 100 years in the industry. Their product portfolio consists of individual/group major medical plans, life, disability income, senior long term care, Medicare supplement, and senior medical advantage plans. ​ In this session, John and Holly will discuss the Medicare program. They will provide an introduction to the program and give an overview of key components including: ​ Part A Part B Medigap / Supplements Premium means testing ​ A brief Q & A session will be held at the end of the session (time permitting). 11:30 am - 12:30 pm "Retire on Purpose Beyond Financial Planning: Creating the Life You Want " Traci Anderson Executive Director Stability Financial Str (1 hour Indiana Insurance CE & CFP CE approved) ​ Traci is an Executive Director with Stability Financial, a firm with offices in Denver, CO and San Diego, CA. She specializes helping financial advisors and insurance producers build their business and strengthen client relationships. As a National Speaker, she has helped advisor’s and their clients navigate a wide range of topics including Medicare, Social Security, Retirement Planning, Tax strategies and Women and Investing. She has nearly a decade of experience helping clients identify and appraise the value and quality of their advisor relationship including planning and leveraging their advisor’s knowledge. Traci utilizes simplicity and education to help clients realize more meaningful engagements with their advisors as an ongoing practice that will impact their planning success. She also specializes in providing Advisors valuable feedback and client insights to help them identify and capitalize on actionable cross sale opportunities, emerging demographics and trends impacting their marketing strategies. ​ Tapping into a broad range of knowledge acquired over the past 20 years in the financial industry, Traci is a storyteller who draws upon her experience from various roles including business banker, real estate broker, financial advisor, Investment Advisor Representative and Director of Seminar Marketing to simplify complex concepts and add context for practical application. As the mother of three daughters, Traci is passionate about empowering women to proactively seek information and education to manage their financial future, inspire them to embrace their economic importance and encourage them to seek financial advisor partners who can help them navigate their options and opportunities. ​ Traci is a member of NAIFA California. She attended Spelman College in Atlanta and holds a Series 6, 7, 63 and 24. Traci resides in Southern California and is a native of Colorado. She has been married for 30 years and has four adult children and a dog named Ralph. Traci obtained her motorcycle license in 2020 and now rides a Kawasaki Ninja sport bike. She considers herself a news junkie and enjoys reading, traveling and roller coasters. ​ Overview: Society spends a lot of time talking about retirement planning. But, arguably, we’ve been too myopically focused on the discussion. Our formula has been M (money) + R (retirement) = H (happiness). But, for many retirees, once they retire, that equation doesn’t add up. We are leaving out a fundamental part of the equation, P (purpose). In this presentation, Traci will discuss some of the challenges and opportunities retirees experience in retirement once they realize that money can’t buy happiness. ​ Register for Virtual Attendance via Zoom Webinar Add to your calendar ​ . Questions? Call us at 317-844-6268 ​

  • Home | NAIFA-Indiana - Advocate Educate Differentiate

    Advocate. Registration Quick Links ​Apr 14 - 1 hr Broadcast - DOH - Jackie Walorski (no CE) Apr 15 - - 1 hr CE Broadcast Jeffrey R. Clark May 20 - 4 hrs CE Broadcast - Quarterly 1/2 Day CE Meeting ​​Chelsea Brown Rock Planck Shane Smith Matthew Albean Aaron Rarick Melinda Deno New NAIFA-Indiana members Representing Indiana's Insurance and Financial Advisors Advocate. Educate. . Differentiate Securing America's Financial Future See the new NAIFA members throughout the U.S. See the current Indiana Legislative Bill Search Grow your business Your mission: Support you in every stage of your career Our mission: Our membership promise: Advocate. Educate. . Differentiate Join NAIFA Now Renew Membership Contribute To IFAPAC Golf Anyone? ​ Coming on August 26, 2021 ​ Click here for details and/or to register Your Video Newsletter: NAIFA-Indiana This Month: April 2021 Joe Cerda, NAIFA-Indiana President ​ The link above contains the monthly video newsletter in its entirety (all 4 topics). If you prefer, you may view only the desired topic segment by clicking on the appropriate link below. NOTE: ​ In this Edition: ​ 2021 Day on the Hill with Indiana Representative Martin Carbaugh Member Benefits: LILI 2021 Chris Barnthouse on the NAIFA-Indiana Media Relations Team Member Profile: Andrea Harbin NAIFA-Indiana Sales Tip: April 2021 NAIFA MEMBER STORIES What has NAIFA-Indiana done for you? ​Here are real-life examples of how NAIFA has made a difference in their members' businesses: John C. Haffner CLU, ChFC, CASL, RHU Financial Representative Northwestern Mutual - Indiana NAIFA has been an integral part of my career and my life for 35 years. Initially it was about survival and then it became about building a successful practice. I needed sales ideas and I need to develop my own style. Northwestern Mutual introduced me to All Granum, John O. Todd, Hugh Thompson and other legends in our company but NAIFA introduced me to all of our industry’s legends. Because of NAIFA, I met, listened to and read from men like Ben Feldman, John Savage, Joe Gandolfo, Mehdi Fakherzadeh, Jack Peckinpaugh and many others, including Indiana legends like Moe Silverman, Bart Kaufman, Bill Moeller and Jack Stanton. I’m grateful for NAIFA’s 100+ years of lobbying on behalf of our advisers and clients but initially it was about survival and NAIFA was there when I needed to learn how to survive. Now NAIFA is about the many dear friends across the country that have become like family to me. NAIFA-Indiana NOTE: New Physical Location 1717 E. 116th St., Ste. 104, Carmel, IN 46032 P.O. Box 459, Fishers, IN 46038 Ph: (317) 844-6268

  • Schedule of Events | NAIFA-Indiana

    NAIFA-Indiana's Schedule of Events All BROADCASTS and FACE-TO-FACE (F2F) MEETINGS are co-hosted with the SFSP Central Indiana Chapter unless noted. ​ Wednesday, April 14, 2021, 10:30a - 11:30p (NAIFA only) BROADCAST - Day on the Hill 2021, Congresswoman Jackie Walorski ​ Thursday, April 15, 9:00a-10:00a - 1 hour Indiana Insurance CE and CFP CE BROADCAST - What You Make vs What You Keep: Annuities & the Power of Asset Location, Jeffrey R. Clark ​ Thursday, May 20, 8:30a-12:30p - 4 hours Indiana Insurance CE UPDATE: BROADCAST ONLY (no Face-to-Face) - Quarterly 1/2 Day CE Meeting, 4 speakers 8:30a - Unconsidered Consequences, David Gresham 9:30a - Retirement Planning with Diversified Income, John Wetzel 10:30a - Medicare Presentation, John Means & Holly Fisher 11:30a - TBA, Traci Anderson ​ Thursday, June 17, 8:30a-1:30p - 5 hours Indiana Insurance CE F2F & BROADCAST - 5 Hour LTC Re-certification Course, TBA ​ Thursday, July 15, 9:00a-11:00a - 2 hours Indiana Insurance CE BROADCAST - Social Security Update, Charo Boyd ​ Thursday, August 19, 9:00a-10:00a - 1 hour Indiana Insurance CE BROADCAST - Simplifying the Retirement Planning Landscape, Jamie Hopkins ​ Thursday, August 26, 2021, 8:00a-3:00p F2F - NAIFA-Indiana Golf Outing, Golf Club of Indiana, Zionsville, IN 46077 ​ Thursday, September 16, 8:30a-12:30p - 4 hours Indiana Insurance CE F2F & BROADCAST - Quarterly 1/2 Day CE Meeting 8:30a - Life Insurance an Essential Planning Vehicle, Paul DeCoursey 9:30a - Special Needs, Gordon Homes 10:30a - TBA, TBA (2 hrs CE) ​ September, NAIFA-Indiana Sales Summit ( ) tentative F2F?? ​ TBA, NAIFA National Performance + Purpose (NAIFA Only) BROADCAST ONLY?? ​ Thursday, October 21, 9:00a-10:00a - 1 hour Indiana Insurance CE BROADCAST - Do Annuities Improve Retirement Outcomes?, Michael S. Finke ​ October, NAIFA-Indiana Meet and Greet with Legislators F2F - Spencer Farm Winery ​ Thursday, November 18, 8:30a-12:30p - 4 hours Indiana Insurance CE F2F & BROADCAST - Quarterly 1/2 Day CE Meeting 8:30a - ABLE Accounts, Amy Corbin 9:30a - TBA, TBA 10:30a - TBA, TBA 11:30a - TBA, TBA ​ Thursday, December 16, 9:00a-10:00a - 1 hour Indiana Insurance CE BROADCAST - The Secondary Market for Life Ins.: Current Trends and New Applications, Peter Hershon ​

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