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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 ​

Why you should be a member of NAIFA ... Whose Clients? Yours . And that's where your time, energy, and resources are focused. That's no small task. But you can't lose sight of Capitol Hill, legislation in your own backyard, and your own professional development. That's where the National Association of Insurance and Financial Advisors (NAIFA) comes in. ​ NAIFA is the largest professional association dedicated to the protection and advancement of insurance and financial advisors nationwide . Each day, NAIFA works tirelessly on your behalf to guard our industry and defend your bottom line. Who's got the time to focus on protecting your industry and providing you with opportunities for professional growth? NAIFA. ​ Who's helping you grow your business and reinforce your bottom line? NAIFA!! Practice Resources NAIFA's Virtual Library is a FREE member benefit that contains professional practice tools and sales tips, including sample marketing materials, newsletters and sales presentations, fact finders, concept pages and specimen documents. NAIFA's Preferred Provider program includes discounts with such companies as Hewlett-Packard, UPS, FedEx, T-Mobile, Copytalk and much more. Savings from these providers can often recoup the cost of your membership dues. NAIFA ClientCast® by RealWealth® is a FREE client web marketing and referral tool designed to educate, inspire and motivate your clients to implement new strategies and solutions. Professional Development Networking Opportunities including NAIFA's Career Conference and Annual Meeting and the Young Advisors Team (YAT). Recognition for Your Professional Achievement through participation in NAIFA's Quality Award Program. Discounts on Certification Training through NAIFA's affiliations with LUTC and The American College. Earn professional designations, including CLU, ChFC, LUTCF, CFP and FSS. NAIFA Leadership in Life Institute (LILI) develops leaders by fostering personal growth, enhancing business practices and developing skills necessary for effective leadership. Join NAIFA, the largest financial services membership association in the United States with 200,000 members and their associates nationwide. Gain access to the NAIFA federation, 600 state and local association all striving for the same common goal: to protect your livelihood and your clients' financial security. Join NAIFA Today. If you have questions about NAIFA and its plethora of benefits, please fill out the form above for more information on NAIFA Membership. A NAIFA National staff member will follow up with you as soon as possible. ​ Join Today! Your business and clients need your participation in your Professional Association! MEMBERSHIP

NAIFA-Indiana's Schedule of Events All BROADCASTS (Zoom) and FACE-TO-FACE MEETINGS (Face) co-hosted with the SFSP Central Indiana Chapter unless noted. ​ 2024 PROGRAM ​ Download/print the 2024 NAIFA-Indiana & SFSP Central Indiana Meeting and CE Schedule (pdf document) ​ Thursday, March 21, 2024, Zoom , 9:00 am—12:00 pm 9:00 am - 3-Hour Ethics Course, Beth Beasley , 3 hours CE ​ Thursday, April 18, 2024, Z oom , 9:00 am—10:00 am 9:00 am - Legislative Update, Jon Zarich , 1 hour CE Thursday, May 16, 2024, Zoom , 8:30 am—12:30 am, Quarterly 1/2 day CE, 4 hours CE , DI Awareness Month Watch Party: Clarksville, Marcum Benefit Group, 1444 Horn Street, Suite 102, Clarksville, IN 47129 8:30 am - The "Next" for Business-Owning Families "Are Families in Business Different?", T. Ray Phillips , 2 hours CE 10:30 am - Social Security Update and Case Studies 2024, Charo Boyd , 2 hours CE Monday-Tuesday, May 20-21, 2024, Face , 2 Days, NAIFA-National Congressional Congress, Washington D.C. ​ Thursday, June 20, 2024, Zoom , 9:00 am—10:00 am 9:00 am - SECURE Act 2.0, MassMutual TBA , 1 hours CE ​ Thursday, July 18, 2024, Zoom , 9:00 am—10:00 am 9:00 am - Estate Planning, John Bishop , 1 hour CE ​ Thursday, August 8, 2024, Face , 8:00 am—3:00 pm, NAIFA-Indiana Golf Outing, , Golf Club of Indiana, Lebanon ​ Thursday, August 15, 2024, Zoom , 9:00 am—12:00 pm 9:00 am - 3-Hour Ethics Course, Beth Beasley , 3 hours CE ​ Thursday, September 19, 2024, Zoom , 8:30 am—12:30 am, Quarterly 1/2 day CE, 4 hours CE, Life Insurance Awareness Month Location: South Bend 8:30 am - Too Soon Old, Too Late Smart, Scott Brennan , 1 hour CE 9:30 am - Speak on Purpose, Marlōn Hall , 1 hour CE 10:30 am - Buy-Sell, Kevin Bontrager & Tom Gearhart , 1 hour CE 11:30 am - Annuities, Pacific Life TBA , 1 hour CE ​ Thursday-Saturday, September 19-21, 2024 , Face , NAIFA-National Apex 2024, Phoenix, AZ ​ Thursday, October 17, 2024, Zoom , 9:00 am—10:00 am 9:00 am - TBA, TBA , 1 hour CE ​ Nov/Dec, 2024, Face , 2 Days, NAIFA-National National Leadership Conference, Washington, D.C. Thursday, November 21, 2024, Zoom , 8:30 am—1:30 pm, Quarterly 1/2 day CE, 5 hours CE, LTC Awareness Month Location: Fort Wayne 8:30 am - 5-Hour LTC Re-Certification Course, Chris Barnthouse , 5 hours CE

We affectionately honor our members who are no longer with us...

NAIFA-Indiana Broadcasts ​ On the 3rd Thursday of most months, a video broadcast for Insurance CE will be available by virtual attendance using Zoom. These will include previously broadcast NAIFA Live presentations, Program-in-a-Box DVDs, etc. These sessions are available FREE to NAIFA and SFSP members. ​ Virtual Attendance (Meeting via Zoom Webinar) . Members will participate in the session and receive CE credit if participant meets requirements. Click here for info on how to use Zoom Webinar . ​ ​Registration Fee: NAIFA Members - FREE SFSP Members - FREE Non-Members - Available to members only Call 317-844-6268 for registration questions. ​ Disclaimer: " We cannot give partial CE credit. When the course is approved for a certain number of hours, you are expected to remain engaged for that period of time. If you are unable to begin and end the course as scheduled, you will not receive CE credit. "

2024 AL CYR DAY ON THE HILL & LEGISLATIVE LUNCHEON The Al Cyr Day on the Hill 2024 was a success. Many NAIFA-Indiana members joined us downtown at the Statehouse for lunch and an opportunity to participate in the legislative process. Enjoy these pictures taken at the event . ​ Make plans now to attend the Al Cyr Day on the Hill 2025 coming next spring. We need YOU in Indianapolis !!! Attending the annual NAIFA-Indiana Legislative Day on the Hill is your opportunity to participate in the political process. NAIFA-Indiana protects your career before the Legislature. OUR voices must be heard...and WE can’t do it without YOU ! Learn about Advocacy efforts, how we can influence the political process, and how an issue becomes a law ​ Attend the briefing session and learn about the issues important to our industry that are facing your State Lawmakers ​ Visit with your State Lawmakers and discuss key issues Attend complementary luncheon with other attendees and members of the Indiana General Assembly ​ ​ Greg Boyer or Jim Hardee will be happy to assist with making your appointments and/or attending with you. Lunch, drinks and dessert will be provided 3 Easy Ways to Register (by February 13th) : ​ 1) Register here online at NAIFA-Indiana website ​ 2) Click here to register by mail or to print a flyer 3) Call 317-844-6268 Need some guidance on getting the most out of the Day on the Hill experience? We've prepared a time line document to Invite & Engage Your Legislators! to help you. Download it here . ​ Need to look up who your legislators are so you can set up appointments and invite them for lunch? Find them here . ​ COST NAIFA/SFSP members - Free Big I Indiana - $0 ( $20 paid by Big I Indiana after the event is over) Non-members : $20 WHERE OneAmerica Tower 200 N Illinois St Indianapolis, Indiana 46204 + Google Map ​ Suggested Parking: OneAmerica Tower Garage, 1 American Sq. WHEN Wednesday, March 15, 2023 From 8:30 a.m. to 1:30 p.m. WHY NAIFA-Indiana and our partners help protect your career before the Indiana Legislature. YOUR VOICE IS NEEDED to support this effort. ​ REASONS YOU SHOULD ATTEND Learn about Advocacy efforts, how we can influence the political process, and how an issue becomes a law Attend the briefing session and learn about the issues important to our industry that are facing your State Lawmakers Visit with your State Lawmakers and discuss key issues Attend complementary luncheon with other attendees and members of the Indiana General Assembly Our partners for the 2024 Al Cyr Day on The Hill

Your Guide to the Indiana General Assembly Enacting laws The Indiana General Assembly, with the governor, is responsible for enacting laws by which the residents of our state must abide. ​ It has the authority to enact laws in any area not prohibited by Indiana's Constitution or by the U.S. Constitution. However, federal law can override state statute. General Assembly Organization The Indiana General Assembly is made up of two chambers, the House and the Senate. Legislators serving in the House are called Representatives, and members of the Senate are called Senators. Districts One legislator is elected from each of the 100 Statehouse districts and 50 state Senate districts in Indiana. Both House and Senate districts are determined by population. ​ Thus, each member of the House represents roughly the same number of voting age residents, and the same is true for each Senator. Because there are fewer Senate districts, Senators represent a larger number of residents than House members. Sessions Sessions of the General Assembly begin each year in January. Short sessions, held in even-numbered years, last up to 30 days and end by mid-March. Long sessions, held in odd-numbered years, last up to 61 days, ending in April. ​ Indiana's biennial budget is the reason for the differences in session lengths. The state budget is considered in the long session, providing more time for legislators to complete business on the state's finances as well as non-budgetary legislation.

GOVERNMENT RELATIONS COMMITTEE Co-Chairman Connie Marcum Principal 3711 Glory Woods Crt New Albany, IN 47150 502.777.5965 email Co-Chairman Greg Boyer American United Life 1523 Summit Dr. West Lafayette, IN 47906 765.427.4821 email Secretary/Treasurer John Haffner CLU, ChFC, RHU, LUTCF Northwestern Mutual P.O. Box 609 Zionsville, IN 46077 317.733.4975 email DIRECTORS Kyle Cyr Cyr Insurance & Financial Services 6317-A Constitution Drive Fort Wayne, IN 46804 260.456.4405 email Sherrie Kramer The Sanders Agency 310 W. McKinley Ave., Ste. 350 Mishawaka, IN 46545 574.255.1875 email Larry Ricke CLU, ChFC Ricke & Associates 425 Bank St. P.O. Box 906 New Albany, IN 47150 812.944.4461 email Gregory Scherschel CLU, CASL, ChFC Northwestern Mutual 1612 Franklin Columbus, IN 47201 812.372.2858 email August (Jim) Hardee A. M. Hardee & Associates LLC 14074 Trade Center Dr, Suite 114 Fishers, IN 46038 317.770.4122 email Vacant Member at Large Thomas R. Gearhart CLU Northwestern Mutual 211 S. Washington Street Marion, IN 46952 765.662.0411 email Executive Director Sandy Gray NAIFA-Indiana 1717 E. 116th St., Ste. 104 Carmel, IN 46032 317.844.6268 email Lobbyist Jon Zarich P.O. Box 459 Fishers, IN 46038 317.844.6268 email

APPLICATIONS AND FORMS Select the item below that you would like to view/print: ​ NAIFA-Indiana Partnership/Sponsorship opportunities NAIFA-Indiana 2023 State Golf Outing Sponsorship opportunities NAIFA-Indiana 2023 State Golf Outing ​ 2023 Jack Peckinpaugh Ass ociate of the Year Application 2023 NAIFA LILI Student Application NAIFA Membership Application NAIFA Membership Valued Benefits Tri-Fold Brochure NAIFA Application Form for New or Reinstated Members