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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

2023 NAIFA-Indiana State Golf Outing July 6, 2023 - Golf Club of Indiana The 2023 State Golf Outing was held on Thursday, July 6th at the Golf Club of Indiana in Lebanon, IN. The golfing was great. Thanks to all who participated. Enjoy these photos from the event.

ASH BROKERAGE - PLATINUM PARTNER 888 S. Harrison St., Suite 900 Fort Wayne, IN 46802 (800) 589-3000 ​ ​ Mike McGlothlin, CFP, CLU, ChFC, LUTCF Executive Vice President

NAIFA NATIONAL PROGRAMS & EVENTS Select the item below that you would like to visit: ​ NAIFA Life and Annuity Certified Professionals (LACP) Program NAIFA's Limited & Extended Care Planning (LECP) Center for Long Term Care NAIFA's Life Underwriter Training Council Fellow (LUTCF®) Designation Program NAIFA Live on Demand Congressional Congress

BECOME A PARTNER NAIFA-Indiana offers 2 levels of partnership and 3 levels of sponsorship to our clients: ​ Platinum Partner Package Gold Partner Package Silver Sponsor Package Bronze Sponsor Package Ambassador Sponsor Package ​ Our Platinum and Gold level sponsors are our partners and enjoy a significant amount of benefits (download our flyer for details). Our Silver, Bronze and Ambassador level sponsors still receive many benefits for their support. Download our flyer, complete the form and return it to our office. If you prefer, please contact our office by phone (317-844-6268) or by email and we would be happy to assist you. ​ ​ ​ Download flyer to see partner/sponsor opportunities

Advocate. Newest NAIFA-Indiana members New Member - Organization - Spons or John Cole - State Farm - Nicholas Shoemaker - Ash Brokerage - Cindy Cashen - Shelter Insurance - Corinne Ramsier Heather Taylor - Heather Taylor Ins. - Anissa Veon Chris Cotton - Northern Lakes Ins. - John Hettiger - Westpoint Financial Group Michael DeProspero - Principal Financial Group - Lawrence Hill - 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

3 HOUR REQUIRED ETHICS COURSE The IDOI now requires that all licensed Indiana resident producers who hold a life, health, variable life or annuity license complete 24 hours of CE with 3 of those hours consisting of ethics. This is effective with producers who renew after June 30, 2014. This requirement does not apply to Property & Casualty producers. Click here for further clarification of this requirement from IDOI. The program is designed to be interactive and the instructor encourages class attendees to participate in discussions of the different ethical/unethical scenarios that will be presented. (3 hours Indiana Insurance CE approved) Sign up Today! Each location has limited seating and is filling up quickly! NAIFA/SFSP Members - $30 Non-Members - $45 ​ Check the Event Schedule for upcoming Ethics courses. ​ If you have any questions, please call our office at 317-844-6268. ​

WHY NAIFA? That's easy! Check out these videos to see a sample of new NAIFA programs that will help you to better serve your clients. NAIFA LIVE NAIFA - It's Morning On Main Street & It's a Fantastic Day to be a Member! ​Next, check out NAIFA's recently announced Career-Friendly Membership Fees , designed to make your decision to join an easier one. Trust us - you'll wonder why you didn't join earlier.

2024 NAIFA-Indiana State Golf Outing Sponsors ​ ​ Register onlin e now to be a 2024 golf outing spo ns or Download 2024 sponsorship flier to see sponsor opportunities ​ ​ Thank you to our sponsors for this year's golf outing. Your generous support makes this event possible. ​ ​ ​ STATE PLATINUM PARTNER Mike McGlothlin STATE GOLD PARTNER - - - GOLF SPONSORS - - - PLATINUM Mike McGlothlin GOLD SILVER Dacoda Ewalt Brady Doppler Joe Cerda Brian Moldt Thomas Pizzuti BRONZE - Hole Sponsors Mike McGlothlin Dacoda Ewalt D. Scott Brennan Mike Young Brady Doppler Joe Cerda Lori Garman Brian Moldt Pat Fitzgerald Bill Streeper Thomas Pizzuti BREAKFAST Brian Moldt Pat Fitzgerald Bill Streeper BREAKFAST LUNCH B EVERAGE CARTS Maryjean Hacker Penny Gruener