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CONTACT US If you would like to ask a question, or provide us feedback, please fill out the form below and click on the Submit button. We will get back to you in a timely manner. Thank you for your interest. ​ NAIFA-Indiana P.O. Box 459, Fishers, IN 46038 ​sandyg2012@naifa-indiana.org Ph: (317) 844-6268 Submit Your details were sent successfully!

Foundation Home About Foundation Dollars for Scholars Education Grants Make a Contribution Leadership FOUNDATION FOR EDUCATION Contact us at: Indiana Financial Services Foundation For Education P.O. Box 459, Fishers, IN 46038 Phone: 317-844-6268 Email: sandyg2012@naifa-indiana.org Copyright © 2024 Indiana Financial Services Foundation For Education, All Rights Reserved

Advocate. Newest NAIFA-Indiana members New Member - Organization - Spons or Heather Taylor - Heather Taylor Ins. - Anissa Veon Chris Cotton - Northern Lakes Ins. - John Het tiger - Westpoint Financial Group Michael DeProspero - Principal Financial Group - Lawrence Hill - Dennis Beck - PRN Group, LLC - Jay Lerman - Lerman Financial Group, Inc. - F. Lawrence Wood s - WestPoint Financial Services - Registrati on Quick Link s ​ May 16 - Quarterly 1/2 Day CE - 4 Hrs Zoom Watch Party in Clarksville ​ May 20-21 - Congressional Congress - D.C. ​ Jun 20 - Broadcast CE - 1 Hr - SECURE Act 2.0 Zoom (link coming soon) ​ Jul 18 - Broadcast CE - 1 Hr - Estate Planning Zoom (link coming soon) See the new NAIFA members throughout the U.S. ​ ​ See the current Indiana Legislative Bill Search Representing Indiana's Insurance and Financial Advisors Advocate. Educate. Differentiate . Securing America's Financial Future Do you have comments or questions? WE CAN HELP! ​ Click on the button below to send us your feedback. We will make it a priority to respond to you in a timely manner. Thank you for helping us to help you. SEND US FEEDBACK Join NAIFA Now Renew Membership Contribute To IFAPAC Your mission: Grow your business Our mission: Support you in every stage of our career Our membership promise: Advocate. Educate. Differentiate . Your Quarterly Video Newsletter: NAIFA-Indiana Update: Holiday 2023 Edition ​ Daniel Stallings, President, NAIFA-Indiana ​ NOTE: The link above contains the quarterly video newsletter in its entirety (all topics). If you prefer, you may view only the desired topic segment by clicking on the appropriate link below. ​ In this Edition: ​ About This Edition's Sponsor (Holiday 2023) NAIFA-Indiana and SFSP of Central Indiana Leaders Discuss Merger New Member Profile: Joshua Herrington This Edition's Sales Tip (Holiday 2023) Outgoing President Daniel Stallings's End of Term Retrospective ​ ​ Link s mentioned in video: ​ Upcoming NAIFA-Indiana events ​ ​ ​ This Edition's Sponsor 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: Thomas R. Gearhart CLU®, ChFC® Financial Advisor Northwestern Mutual - Indiana NAIFA is the only group that brings producers, at the local level, together in a way other industry groups aren’t able. Those of us who really make up the fiber of the insurance and financial services industry find a place in NAIFA. We are more able to affect our communities and work together with the goal of having a more effective impact on regular every day Americans whom we serve. If Congress ever concludes we only work for the rich, we are in trouble. Making good relationships with competitors has helped my business in ways I can only try to measure, mostly with persistency. Perceived “enemies” become friends and colleagues. I cannot imagine my career without with my active NAIFA membership. It has proved to be incredibly valuable. NAIFA is effective in their lobbying efforts. NAIFA works with the other industry organizations. The difference lies in the constituency of more mainstream producers and their clients. As I have for several years, I plan to go to Washington in May for the NAIFA Congressional Conference and Day on The Hill. When elected officials hear about average Americans and the work we do for them as their constituents, they listen. We must continue to remind Washington how valuable both our products and we are, never taking for granted they understand. They don’t. It is a constant process of re-education. I hope you will consider being a member and encourage others to do the same. I just feel strongly that NAIFA is valuable and different from the other industry groups and that we all need to belong. NAIFA-Indiana P.O. Box 459, Fishers, IN 46038 sandyg2012@naifa-indiana.org Ph: (317) 844-6268

NAIFA-INDIANA STATE GOLF OUTING 2024 Team Registration on-line now ​ Team Registration via flier and mail/see outing details ​ Sponsor Registration on-line now Sponsor Registration via flier and mail ​ See our 2024 Golf Outing Sponsors ​ Photos from the 2023 Golf Outing ​ Team or Sponsor Registration by phone at 317-844-6268

Indiana State Representatives Lori Goss-Reaves & Kyle Pierce 2023 Thank you to Indiana Representatives Lori Goss-Reaves (IN HD-31) and Kyle Pierce (IN HD-36) for providing a Legistative Update for NAIFA-ECI. Below is a pictures of the attendees with the Representatives. ​ Visit Representative Goss-Reaves' Indiana House website here . ​ Visit Representative Pierce's Indiana House website here . ​ Pictured (l-r) are David Welsheimer, Sam Campbell, Tom Gearhart, Rep. Lori Goss-Reaves (IN HD-31), Michelle Walker, John Lozar, Nick McKinley, Kyle Wurtzel, Daniel Stallings (NAIFA-IN President), Mylon Logan, and Rep. Kyle Pierce (IN HD-36)

U.S. Senator Mike Braun 2023 NAIFA-Indiana Members meet with Indiana Senator Mike Braun NAIFA-Indiana members meet to discuss NAIFA's talking points with Senator Mike Braun (R-Indiana) during an August 17 meeting in West Lafayette. Attendees include Greg Boyer, Amber Fletcher, Jeremy Stackhouse, Rene Johnson, Bob Gerber and Chris Barnthouse. It is during meetings like this that NAIFA-Indiana members are able to cement relationships with their elected representatives. NAIFA-Indiana encourages all of its members to arrange such meetings with elected officials and to attend their town hall meetings. ​

2024-08-08 NAIFA-Indiana State Golf Outing Team Registration on-line now ​ Team Registration via flier and mail / see outing details ​ Sponsor Registration on-line now Sponsor Registration via flier and mail / see sponsor opportunities ​ See our 2024 Golf Outing Sponsors ​ Team or Sponsor Registration by phone at 317-844-6268

NAIFA-Indiana Sponsors ​ PLATINUM PARTNERS GOLD PARTNERS SILVER SPONSORS ​ ​ ​ ​ BRONZE SPONSORS ​ ​ AMBASSADOR SPONSORS ​ Download flyer to see partner/sponsor opportunities

How a Bill Becomes Law Drafting: A legislator drafts or authors legislation. First Reading/Introduction: The author files the bill for introduction in the chamber where he or she serves (either the House or Senate). The bill is then assigned a number and referred to a committee. Committee Action: Bills get referred to committees by subject matter. A committee can take no action on a bill, killing it (thus, the bill is "dead"). Or a committee can hold public hearings, debate, amend, and/or vote on the bill. If the bill is approved by the committee, it moves on to the full chamber or "floor" for action. Second Reading/Floor Action: The chamber can choose to not act on the bill, killing it. Or it can debate, amend and/or send the bill to a vote. The chamber can also recommit the bill to a committee, sending it back through the previous step. Third Reading/Votes: The chamber debates the bill, and upon close of debate, takes a roll call vote. If the bill is approved, it is sent to the other chamber for consideration. Second Chamber Consideration: A legislator from this chamber "sponsors" the bill and shepherds it through under the same process above. Enrollment/Conference Committee: A bill that passes in identical form in both chambers is considered "enrolled." It is then ready to be sent to the governor for action. If the second chamber amends the bill, the legislation must return to the first chamber for concurrence on those new amendments. If the first chamber agrees to the amendments, the bill is enrolled. If the first chamber does not agree to the new amendments, a "conference committee" is convened to resolve the differences in versions of the bill. (The conference committee is made up of members from both chambers.) The bill can die in conference committee if these differences are not resolved. Only when both chambers pass an identical bill can it be enrolled. Governor's Action: The governor may sign the bill, pass it without signing it, or veto it. If the governor signs the legislation or takes no action, the bill becomes law, effective on the date specified in the bill. If the bill is vetoed, it is returned with reasons to the General Assembly. Veto Override: The General Assembly may override a veto by passing the bill again in both houses by a majority vote in each chamber.

ASSOCIATION STAFF Association Headquarters: P.O. Box 459, Fishers, IN 46038 1717 E. 116th St., Ste. 104, Carmel, IN 46032 317-844-6268 State Executive Director Sandy Gray sandyg2012@naifa-indiana.org Accounting Administrator Mary Beaver maryb100@naifa-indiana.org Part-time Admin. / IT & Digital Comm. Sherman Crouch shermanc100@naifa-indiana.org