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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

NAIFA-Indiana Annual Meeting and Summit - Facilities LOCATION Summit 2023 will be held at the Grand Wayne Conven tion Center in Fort Wayne, IN. Grand Wayne Convention Center , 120 W Jefferson Blvd, Fort Wayne, IN 4680 2 ANNUAL MEETING Our Annual Membership Meeting will be hosted at Ash Brokerage at their headquarters in Fort Wayne. Ash Brokerage , 888 S Harrison St #900, Fort Wayne, IN 46802 LODGING Hotel accommodations and reservation information: ​ Hilton Fort Wayne at the Grand Wayne Convention Center 1020 South Calhoun Street Fort Wayne, Indiana, 46802-3005, USA Rooms may be reserved at the: Reserve rooms ​ Room discount rate is $145 plus tax. ​ To receive the discount rate, you must make your room reservations online using the link above. Don't wait to make your reservations. As in previous years, these rooms will go quickly! If you are unable to make a reservation using the link above, you can call the hotel at: (260) 420-1100 . You must let them know the gr oup code of NIM to receive the discount. Discount rate extended - good thru August 4, 2023 or until rooms are unavailable. ​ WELCOME RECEPTION Join us for the official kick-off to Summit 2023 at our Welcome Reception that lasts until the Award Banquet begins. AWARD BANQUET Join us as we celebrate the winner of the 2023 Associate of the Year award at the formal Jack Peckinpaugh Awards Banquet. Bergstaff Place 2020 E Washington Blvd, Fort Wayne, IN 46803

Foundation Home About Foundation Dollars for Scholars Education Grants Make a Contribution Leadership DOLLARS FOR SCHOLARS Foundation for Education The Foundation is pleased to announce "The Moe Silverman Dollars for Scholars" program (recently renamed to honor the program's primary advocate). The goal is to assist our members in their efforts to increase and enhance professionalism through the attainment of professional designations, including CLU, ChFC, MSFS, CFP, FSS, LUTC. There will also be scholarship awards for those members who wish to pursue the LILI experience. There is an application process that each applicant must go through. A committee will review each application. The goal is to provide as many opportunities as is appropriate and possible. For further information, please contact the state office at 317-844-6268. Download Student Grant Request Form Copyright © 2024 Indiana Financial Services Foundation For Education, All Rights Reserved

PRIVATE INSURANCE CE SESSIONS UNDER A DEADLINE FOR CE? Do you want to enhance your business practices or increase your product knowledge? Do you need to fulfill the Ethics requirement and see how to protect yourself and your practice? NAIFA-Indiana will provide continuing education on an individual basis. Schedule any of the available courses with our office. Enjoy a comfortable environment to complete your continuing education requirements. NAIFA-Indiana provides state-approved Indiana Insurance Continuing Education! Satisfy your CE requirements within your schedule! Make your appointment today! Come to our office and watch one or more of our continuing education courses. CE will be reported immediately to Sircon following the course. Pricing NAIFA-Indiana insurance CE course pricing: 1 hour courses - $15 for NAIFA members $25 for nonmembers 2 hour courses - $25 for NAIFA members $35 for nonmembers 3 hour Ethics course - $30 for NAIFA members $45 for nonmembers Contact Us To schedule a course, or for more information, please call 317-844-6268. ​ Download Description of Available CE

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 Annual Meeting and Summit - Register REGISTER TO ATTEND If you plan to attend the Annual Meeting and Summit 2023, please RSVP by August 14, 2023 . The costs are: $150 for NAIFA members (includes Peckinpaugh Banquet, Breakfast Ticket & Lunch Ticket) $50 for YATs (under 40 years old or under 5 years in the business, includes same as members) $150 for SFSP members (includes Peckinpaugh Banquet, Breakfast Ticket & Lunch Ticket) $175 for non NAIFA or SFSP members (does not include Peckinpaugh Banquet, includes Breakfast and Lunch) $55 for Peckinpaugh Banquet for guests & additional vendors (August 29th) $25 for plated breakfast ticket for guests & additional vendors (August 30th) $30 for plated lunch ticket for guests & additional vendors (August 30th) Register on li n e here or call 317-844-6268. ​ Check out the Facilities page for information on making room reservations. ​ REGISTER TO SPONSOR There are several ways to support NAIFA-Indiana with your sponsorship for Summit 2023. Multiple packages are available for the event that continue throughout the 2023-2024 season. Or you may select to sponsor individual events. To find the level that best fits you or your company, download the Summit 2023 Sponsor Opportunities form . REGISTER TO EXHIBIT Exhibitors from our industry and several related fields will be on-site to promote their products and services. To reserve your exhibit space for Wednesday, August 30th, download the 2023 Exhibitor Registration form . ​ Fill it out and return it to our office. For help, please call 317-844-6268.

NAIFA MEMBER BENEFITS It pays to be a member of NAIFA! (check out this PowerPoint presentation ) ​ Not a member of NAIFA yet? Check out this short video to see why... Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied These are just some of the benefits of your NAIFA membership that can save you dollars!! Errors & Omissions Insurance - Have you ever been sued or know anyone who has? The NAIFA endorsed Professional Liability Insurance Program is designed to meet your unique needs. With Professional Liability coverage your E&O carrier will review the claim documents for coverage and assign a defense attorney who will protect your interest. Click here for information about the Calsurance program . Disability Income Protection - Have you done all you can do to protect your income? Are you protected if you're sick or injured and can't work for an extended period of time? NAIFA has made it easy and affordable to protect yourself. Click here for information about Kelsey National disability insurance . ​ ​For a more comprehensive list of member benefits, visit the NAIFA National website .

NAIFA-Indiana Annual Meeting and Summit - SPEAKERS 9:00 am - 9:50 am - Platform Speaker " Economic Split Dollar Life Insurance " Andrew Rinn , JD, CFP, CLU, ChFC Assistant Vice President, Advanced Sales Strategy Sammons Financial Group 1 hr Insurance CE approved 1 hr CFP CE approved 1 hr CLE CE approved ​ As the Vice President of Advanced Strategies at Sammons Financial Group. Andrew leads a group of highly skilled and credentialed individuals. The team provides a single source of contact for advisors’ to successfully position their clients complex and challenging wealth management cases. The team’s proficiency includes the full spectrum of advanced planning resources coupled with thought leader expertise in advanced business, estate and retirement planning. His own expertise includes wealth preservation, estate planning, business planning and executive benefits. He consults with insurance professionals and client’s tax advisors when appropriate to facilitate sales opportunities. ​ Andrew is a frequent speaker and has authored articles in Life Insurance Selling, Senior Market Advisor, National Underwriter, AALU (now Finseca) and Journal of Financial Service Professionals. His speaking experience includes Forum 400, Clinic for Advanced Professionals, AALU and LIMRA Advanced Sales Forum. He is an Associate Editor for the Journal of Financial Service Professionals. ​ Prior to joining Sammons, Andrew was the VP of Advanced Solutions & Design at Ameritas and previously held roles at MetLife, Principal Financial Group and Mutual of Omaha where he specialized in business and estate planning. ​ Andrew obtained his B.S. from Midland University and received honors as an Academic and Athletic All-American. He was inducted into the NAIA Athletic Hall of Fame in May of 2007. ​ He obtained his Juris Doctorate(JD) from Drake University Law School in Des Moines, Iowa where he was a member of the Dean’s List. After passing the Iowa Bar exam, Andrew served as an Assistant County Attorney and Iowa Assistant Attorney General before beginning his career in Advanced Markets. He has also served as the Chapter President of the Des Moines Society of Financial Service Professionals and on the National Board for the Society of Financial Service Professionals. ​ Professional Designations & Licenses: JD, CFP®, CLU, ChFC, Series 6, 7, 66, 26 & 63. ​ Course Description This presentation focuses on the importance of endorsement split dollar as a non-qualified executive benefit. This type of benefit is especially important in a highly competitive employment market. This strategy is a tool for a business or tax exempt entity to recruit, retain and reward key employees. Learning Objectives Understanding of the modern executive benefits marketplace Comprehension of the role of economic split dollar to meet the needs of business owners and their key employees Grasping the structure and operation of endorsement split dollar ​ Day 2 - Wednesday, August 30, 2022 10:30 am - 11:30 am - CE Breakout Session " All Things Related to Disability Insurance " David Plumb, CLU, ChFC, MBA Regional Sales Manager, Income Protection Illinois Mutual Life Insurance Company 1 hr Insurance CE approved 1 hr CFP CE approved 1 hr CLE CE approved ​ David Plumb is the Regional Sales Manager at Illinois Mutual Life Insurance Company and specializes in Income Protection. David has nearly 20 years as an insurance professional where he has held various roles on a carrier and agency level, all along promoting income protection solutions. In addition, he holds a CLU® and ChFC® from The American College of Financial Services as well as a BS degree in Finance and an MBA, both from Indiana University. Course Description The purpose and objective of this class is to do a deep dive into the area of income protection, which is the most overlooked type of protection plan out there. Many people underestimate their chances of becoming disabled, but it is higher than you may think. It all starts with you, as the advisor, having conversations with your clients and prospects and letting them know what is at stake, their income or lack thereof (which indeed is their most valuable asset). Producers who understand disability income insurance and recognize how and when it’s needed can help their clients and prospects add an important measure of security to their financial foundations. ​ The information is this class will help to educate your clients and prospects on the features of the various types of disability insurance and programs. Expected topics of discussion include: Disability Insurance (DI) The Disability Marketplace Without DI – fallback plans Disability Plans - Workers’ Compensation, Social Security Group Benefits. Lack of adequate coverage Individual Disability Insurance (IDI) Components of a Disability Plan Disability Plan Designs Potential Riders to Enhance coverage within an IDI contract Sales ideas / concepts to use when discussing IDI 10:30 am - 11:30 am - CE Breakout Session "An Overview of the 2024 Medicare Marketing Rules" Erika Badiac & Justin Reinig, Oberlin Marketing ​ 1 hr Insurance CE pending 1 hr CFP CE pending 1 hr CLE CE approved ​ Erika Badiac is the Director of Senior Health + Compliance at Oberlin Marketing, a long-trusted life and health IMO in Fort Wayne, IN. She has worked in the Medicare space for nearly a decade and specializes in a wide variety of topics, such ast contracting, commissions, product benefits and compliance. Hr success with bridging the gap between complex regulatory processes while simultaneously easing confusion for the average Life & Health agent have propelled to her current role as a Department head and Compliance Officer. Erika resides in Woodburn, IN with her husband Andrew, her son Killian, and their two yellow labs. Justin Reinig is the Executive Director at Oberlin Marketing, a long-trusted life and health IMO in Fort Wayne, IN. He has served two terms as NABIP-NEI chapter president, and is the current legislative chair in Northeast Indiana. He is a regular speaker, collaborator, and advocate for agent distribution, often facilitating collaboration between many carriers, brokers, and clients for a better future of health insurance. Justin resides in Auburn, IN with his wife Kyleigh and their three daughters. Expected topics of discussion include: General summary of marketing requirements How agents are impacted New Medicare marketing final rule Compliance FAQs Concerns and advocacy ​ ​ 11:45 am - 1:00 pm - Lunch Platform Speaker "Opportunities in Secure Act 2.0 " Mike McGlothlin, CFP, CLU, ChFC, LUTCF, NSSA Executive Vice President, Retirement Ash Bokerage 1 hr Insurance CE approved 1 hr CFP CE approved 1 hr CLE CE approved Mike McGlothlin is a team leader, retirement industry activist and disciple of Indiana Hoosier basketball. His decades of experience in the insurance business, dedication to lifelong learning and self-improvement, and a stint as a student manager under renowned Coach Bob Knight have shaped him into the leader he is today. As executive vice president of retirement at Ash Brokerage, he and his team help financial planners provide income planning solutions focused on longevity and efficiency. He also provides guidance and assistance for advisors and brokerdealers navigating marketplace and regulatory changes. With more than 25 years of industry experience, Mike is a sought-after writer and speaker focused on helping advisors bring true value to their business. Course Description We continue to see dramatic shifts in the retirement planning landscape. The Secure Act was one of the most impactful pieces of legislation in several decades. Now, Secure Act 2.0 provides new opportunities to have conversations about income planning. While there are many aspects of the 2022 act, unique conversations can take place that provide reasons to have meaningful discussions about balancing income planning and legacy planning while improving the probability of retirement success. Learning Objectives: The major shifts in the demographics in the United States affecting the Longevity Conundrum How changes in charitable planning can lead to impactful conversations and tax advantaged retirement income streams Taking longevity off the table produces significant improvements in retirement success Various aspects of Secure Act 2.0 that can be a difference maker for many American retirees ​ ​ 1:30 pm - 2:30 pm - Platform Speaker "Prospering in a Post-COVID World " Joe Jordan Inspirational Speaker & Behavioral Finance Expert 1 hr Insurance CE approved 1 hr CFP CE approved 1 hr CLE CE approved Joe Jordan , inspirational speaker and behavioral finance expert, is the author of the award-winning book Living a Life of Significance. The book has sold over 125,000 copies, is translated in five languages and was featured in Nick Murray's The Advisor's Essential Library. He has given hundreds of presentations to over 400,000 financial professionals in 28 countries around the world. Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department. Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine. For three consecutive years, he has been honored by Irish America magazine as one of the "Top 50 Irish Americans on Wall Street." View Joe’s Media Kit . Course Description Joe Jordan’s new presentation, Prospering in a Post-COVID World, will present an informative and inspirational outlook for our business, outlining why advisors must adapt to the new Post-COVID environment and focus on improving the client experience to be successful. Advisors will learn about the importance of Purpose Driven Retirement Planning and a story-first approach, and why financial planning is actually more like life coaching. Joe will explain the defining issue of the 21st century and the 6 retirement risks clients should address in pursuing their retirement goals. Clients need a partner and a plan to be successful, and that partner is their financial advisor! Learning Objectives: Learn about the importance of Purpose Driven Retirement Planning that focuses on clients’ needs and goals. Understanding the impact of the pandemic on efficiency and client behavior. Learn how the client experience is evolving into a new paradigm focused on service rather than sales. Why clients need planning now more than ever. Learn why the Four Pillars of Living a Significant Life are key to a client centric culture and elevating the business to a noble endeavor. Reviewing the six major risks that clients face today in retirement that their advisors should address. ​ 2:30 pm - 3:30 pm - Platform Speaker "Business Succession Planning " Speaker - Thomas Wyatt, JD, CFP, AIF, CExP President and Chief Growth Officer Lifetime Financial Growth 1 hr Insurance CE pending 1 hr CFP CE approved ​1 hr CLE CE approved ​ Tom serves as Market President of Lifetime Financial Growth’s Central Ohio office. He also serves as the Chief Growth Officer for Lifetime Financial Growth’s enterprise operations and leads the investment team and retirement planning initiative for LFG. Lifetime Fi nancial Growth (LFG) is a regional privately-held wealth management firm with hundreds of representatives, across Pennsylvania, West Virginia, Kentucky, Michigan, Indiana and Ohio. Tom has been helping clients in the areas of business planning, Qualified and Non-qualified retirement plans, executive benefit programs, charitable planning and individual financial planning since 1998. Tom is a multi-year qualifier and member of Million Dollar Round Table (MDRT), Court of the Table, and Top of the Table. Tom has a practice consisting of personal planning and business planning clients from coast to coast; and Tom’s Corporate and retirement planning clients range from closely held businesses with only a few associates to firms with several thousand employees. Tom is a 2003 graduate of the Capital University Law School in Columbus, OH. Tom is admitted to practice law by the Ohio Bar and the The United States Supreme Court. Tom is also a graduate Magna Cum Laude of the University of Toledo School of Business, with areas of concentration in Economics, Finance and Management. Tom holds the CFP® (Certified Financial Planner®) Certification. The CFP® certification is awarded to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. Tom also holds the Accredited Investment Fiduciary (AIF) designation, indicating particular focus in helping endowmments, institutions and retirement plan sponsors to select and manage their investments. Most recently, Tom received the Certified Exit Planner (CExP) designation, demonstrating skill and focus in the business owner succession planning and exit planning areas of practice. Tom is an active member of various industry organizations, including the National Association of Plan Advisors (NAPA), the Society of Financial Service Professionals (FSP), FINSECA (formerly GAMA and AALU), The Million Dollar Round Table (MDRT), the National Association of Insurance and Financial Advisors (NAIFA) and the Columbus Bar Association. He has served in leadership roles in the FSP since 2010 and currently serves as a board member on the National Board and endowment committee of that organization. Tom holds the FINRA Series 7, 24 and 63 securities registrations and various insurance licenses. Tom is a licensed life and health insurance agent, a resident licensee in Ohio, and a nonresident in most other states. Tom is securities licensed in most states. ​ Expected topics of discussion include: Business transfer options Business Valuations and importance to business owner’s retirement trajectory Buy-sell planning in a small partnership Buy-sell planning for a larger closely-held business Business succession planning for an inside-sale

IFAPAC PHOTOS Select the item below that you would like to view/print: ​ Indiana State Representatives Lori Goss-Reaves and Kyle Pierce 2023 Indiana State Representative Martin Carbaugh 2023 U.S. Senator Mike Braun 2023 NAIFA-Indiana Congressional Congress Delagation 2023 U.S. Representative Victoria Spartz 2022 Indiana State Representative Ed Clere 2020 Indiana State Representative Karen Engleman 2020 Indiana State Senator Mark Messmer 2019 ​

NAIFA-INDIANA CALENDAR Go to NAIFA-Indiana's online calendar of events