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OUR VISION To be the recognized association for financial service professionals; to educate members in the vital role of insurance and financial planning and maintains a pro-active legislative presence.” OUR MISSION To promote high standards of ethical practice in the best interest of the insuring public and to improve the professional skills of our members who provide insurance and other closely related financial products.”

2024 Al Cyr Day on the Hill February 20, 2024 - Downtown Indy at the Statehouse The 2024 NAIFA-Indiana was held on February 20th at the Indiana Statehouse in downtown Indy. Enjoy these pictures from the event.

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

2022 NAIFA-Indiana State Golf Outing August 30, 2022 - Golf Club of Indiana The 2022 State Golf Outing was held on Tuesday, August 30th at the Golf Club of Indiana in Lebanon, IN. The golfing was great. Thanks to all who participated. Enjoy these photos from the event.

East Central Indiana Chapter Your local affiliate of NAIFA-Indiana (now one combined “East Central Indiana Chapter ,”) is excited to announce another season of local meetings! These will again be hosted bi-monthly, at Taylor University, a centrally located meeting place within our chapter. Please mark your calendars and plan to join us for the 3rd Wednesday of the following months: September, November, January, March, and May . The meetings will all begin at 11:30am , starting with lunch PAID FOR BY THE AFFILIATE , followed by the programming from 12-1pm . We are excited to again host the local affiliate for an Ethics CE session, at our central meeting place of Taylor University , on Thursday, March 21st, 2024 . We will join NAIFA-IN’s Ethics CE presenter for a live Watch Party, offering all attendees the 3-hours of required Ethics Indiana Insurance CE, the camaraderie of joining together to watch the session amongst our valued industry colleagues, and a catering of morning refreshments as well as a lunch buffet. The CE course will take place from 9am-12pm , and is free for you to attend, because of your valued NAIFA membership. Please note, some important details: Taylor University’s Dining Commons is still under construction , so we will instead meet in the Taylor University Euler Science Center, Room # Legacy 64 , please see the campus map . Also, our meeting is usually on the 3rd Wednesday of the month, however this meeting will take place on the 3rd Thursday of the month to align with this CE speaker, so please make note of these slight changes. If you would like to attend, please RSVP to: Mallie Reeder - NAIFA-Salamonie - mreeder@insmgt.com If you have any questions, please call/text Mallie at 765.382.3036 As always, think about inviting a prospective NAIFA member! This is a great opportunity to show fellow advisors what our group is all about, and all of the great benefits they receive by being a NAIFA member. ​ ​

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-INDIANA LEADERSHIP 2024 BOARD OF TRUSTEES PRESIDENT Jeremy Stackhouse, CLU, LTCP, ChFC New York Life 1800 South Street Lafayette, IN 47904 260-687-9721 Email PRESIDENT-ELECT Kyle Cyr Cyr Ins. & Financial Services 6317-A Constitution Dr. Fort Wayne, IN 46804 260-456-4405 Email SECRETARY/TREASURER Zary Lete, LUTCF, CLTC Callistus Smith Agency, Inc. 3415 Paoli Pike Floyds Knobs, IN 47119 812-944-7711 Email IMMEDIATE PAST PRESIDENT Daniel Stallings Stallings Wealth Management 2900 N. Oakwood Ave. Muncie, IN 47304 317-752-0894 Email EXECUTIVE DIRECTOR Sandy Gray NAIFA-Indiana 1717 E. 116th St., Ste. 104 Carmel, IN 46032 317-844-6268 Email CLASS OF 2023 TRUSTEE Christopher Barnthouse, MBA, CLTC Northwestern Mutual 600 E. 96th, Ste 100 Indianapolis, IN 46240 317-819-0575 Email TRUSTEE Penny Gruener APPS 7007 Graham Rd., Ste. 120 Indianapolis, IN 46220 317-842-7155 Email TRUSTEE August (Jim) Hardee A. M. Hardee & Association 14074 Trade Center Drive, #114 Fishers, IN 46038 317-750-3575 Email TRUSTEE Vacant CLASS OF 2024 TRUSTEE Connie Marcum Marcum Benefit Group 1444 Horn Street, Suite 102 Clarksville, IN 47129 812-206-7105 Email TRUSTEE Sherrie Kramer The Sanders Agency 614 E Ireland Road South Bend, IN 46614 574 - 255-1875 Email TRUSTEE Vacant TRUSTEE Mallie Reeder Senior and Employer Benefits 959 East Fourth Street Marion, IN 46952 765-382-3036 Email AT LARGE MEMBERS AT LARGE MEMBER Thomas R. Gearhart , CLU, ChFC Northwestern Mutual 211 S. Washington Street Marion, IN 46952 765-662-0411 Email AT LARGE MEMBER Brad Wethington , CLU, ChFC , RHU Lifetime Financial Growth 9000 Keystone Crossing, Ste. 300 Indianapolis, IN 46240 317-571-2365 brad.wethington@lfgco.com Email AT LARGE MEMBER Joe Cerda , MBA, CLU, LILI MassMutual Brokerage 900 E. 96th St., #300 Indianapolis, IN 46240 317-705-8105 Email LOBBYIST Jon M. Zarich, JD PO Box 459 Fishers, IN 46038 317-844-6268 Em ail 2024 COMMITTEE CHAIRS ANNUAL MEETING / BANQUET Vacant AHIA Mallie Reeder Senior and Employer Benefits 959 East Fourth Street Marion, IN 46952 765-382-3036 Email APIC / FEDERAL & STATE LEGISLATORS Non-publ ished Contact us for further information 317.844.6268 Email COMMUNICATIONS Christopher Barnthouse, MBA, CLTC Northwestern Mutual 600 E. 96th, Ste 100 Indianapolis, IN 46240 317-819-0575 Email DIVERSITY Vacant ​ FINAN CE Kyle Cyr Cyr Ins. & Finan cial Services 6317-A Constitution Dr. Fort Wayne, IN 46804 260-456-4405 Email GOLF OUTING Joe Cerda , MBA, CLU, LILI MassMutual Brokerage 900 E. 96th St., #300 Indianapolis, IN 46240 317-705-8105 Email GOVERNMENT AFFAIRS August (Jim ) Hardee A. M. Hardee & Association 14074 Trade Center Drive, #114 Fishers, IN 46038 317-750-3575 Email IFAPAC Connie Marcum Marcum Benefit Gro up 1444 Horn Street, Suite 102 Clarksville, IN 47129 812-206-7105| Email LILI Zary Lete, LUTCF, CLTC Callistus Smith Agency, Inc. 3415 Paoli Pike Floyds Knobs, IN 47119 812-944-7711 Email MEMBERSHIP ​ Kyle Cyr Cyr Ins. & Financial Services 6317-A Constitution Dr. Fort Wayne, IN 46804 260-456-4405 Email NOMINATIONS / FIELD PRACTICES Daniel Stallings Stallings Wealth Ma nagement 2900 N. Oakwood Ave. Muncie, IN 47304 317-752-0894 Email PROFESSIONAL GROWTH & LUTC Vac ant SPONSORSHIPS Vacant ​ YAT Mallie Reeder Senior and Employer Benefits 959 East Fourth Street Marion, IN 46952 765-382-3036 Email

2024 Calendar of Events Here are the meetings scheduled for NAIFA-Indiana and SFSP Central Indiana members including CE meetings. Please use this calendar to save the date for these meetings. Details will be provided as they are confirmed. You may want to download or print this pdf file.

NAIFA-Indiana Annual Meeting and Summit 2018 Tuesday & Wednesday, June 6-7, 2017 Oakwood Resort - Syracuse, IN Summit 2018 was held on June 6-7 at the Oakwood Resort in Syracuse, IN. A big THANK YOU to everyone involved, from the countless hours of planning and arranging, to every participant in the event. Please enjoy the following video recap of the event: Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied Summit 2019 will be held on October 2-3 at the Horizon Convention Center in the revitalized downtown district of Muncie, IN. Make your plans today to attend .

Reference Links Here are some useful links to helpful resources. NAIFA National NAIFA-Indiana calendar NAIFA Federation calendar