Search Results

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

NAIFA-In diana's P olitical A ction C ommittee (INPAC ) Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied PURPOSE INPAC's primary purpose is to make our voice heard...to foster a good working relationship between members of the State Legislature and Congress and organized life and health insurance agents and financial advisors. STRUCTURE INPAC is the political action committee of the Indiana Association of Insurance and Financial Advisors, a counterpart of the National Association of Insurance and Financial Advisors Political Action Committee (IFAPAC). Both were born to do one single important thing that IAIFA and NAIFA cannot do directly -- make financial contributions to candidates for political office. ACTIVITY INPAC contributes to Indiana statehouse candidates who are responsive to the needs of those who buy, sell and own insurance and financial products. All PAC contributions are sent to NAIFAPAC. One half of the funds contributed from NAIFA-Indiana members is returned to INPAC while the other half is used by IFAPAC for distribution to candidates on the national level. BENEFITS By becoming an IFAPAC contributor, you will be actively supporting the advocacy activities of this association. FUNDING IFAPAC/INPAC is funded by voluntary investments from members of NAIFA. LEADERSHIP INPAC is directed by its own Board of Directors. They are appointed by the NAIFA-Indiana board. CONTRIBUTION Candidate contributions in Indiana are determined by the INPAC Board of Directors using data from PAC contributors and the NAIFA-Indiana Lobbyist. Contributions on the national level are determined by the NAIFAPAC Candidate Selection sub-committee. INPUT All INPAC investors are urged to express their views on particular candidates and races. INVESTMENT LEVELS IFAPAC investors who contribute annually: $5000+ -- Capitol $2500 - $4999 -- Emissary $1000 - $2499 -- Diplomat $500 - $999 -- Envoy $300 - $499 -- Statesman $200 - $299 -- Ambassador $100 - $199 -- Century Club INFLUENCE IFAPAC is a continuing reminder to members, and would-be members, of the State Legislature and Congress that the organized insurance and financial professionals of America want and expect to be active participants in politics and government -- not just spectators. RESULTS IFAPAC MAKES OUR VOICE HEARD IN POLITICS!

PAST PRESIDENTS Year - Name 2022 - Daniel Stallings 2021 - Joe Cerda, MBA, CLU, LILI 2020 - Joe Cerda, MBA, CLU, LILI 2019 - William Y. Barber, CLU, ChFC, LUTCF 2018 - William Y. Barber, CLU, ChFC, LUTCF 2017 - Rudolph (Rudy) Mahara, Sr., ChFC, CLU, LUTCF 2016 - Kyle Cyr 2015 - Kevin Bell, JD, CLU 2014 - David Welsheimer, CLU, ChFC, RFC 2013 - David Welsheimer, CLU, ChFC, RFC 2012 - Beth Beasley, CLU 2011 - George (Andy) Beutter, LUTCF 2010 - William Y. Barber, CLU, ChFC, LUTCF 2009 - George G. Ross, CLU, ChFC, CLTC 2008 - Thomas R. Gearhart, CLU 2007 - Donald L. Compton, CLU, ChFC, LUTCF, LTC 2006 - Adrienne M. Bough, LUTCF 2005 - Cary J. Hiers, CLU, ChFC, LUTCF 2004 - Gary B. Woolman, LUTCF 2003 - Kevin L. Bell, JD, CLU, ChFC 2002 - Susan D. Wier, CFP®, ChFC, LUTCF 2001 - Terry R. Vanette, LUTCF, CLU 2000 - Anthony F. Khal, CFP® 1999 - James L. Fair, LUTCF 1998 - George Danusis, CLU, CFP®, RHU 1997 - Cecilia A. Snipes-Wilhelm, CLU, LUTCF, FIC 1996 - William P. Gettings, Jr., CLU, ChFC, CFP® 1995 - Joseph E. Smith, CLU, ChFC 1994 - Jay D. Detzel, CLU, ChFC 1993 - James R. Holt, CLU, ChFC, CFP® 1992 - Wendell C. Yoder, CLU 1991 - David C. Collins, CLU 1990 - Kenneth R. Thurmond, CLU 1989 - Dennis N. Stansbury, CLU, ChFC, LUTCF, FICF 1988 - William E. Peckinpaugh, MSFS, CLU, ChFC, LUTCF 1987 - Wayne McHargue, MSFS, ChFC, CLU, CFP® 1986 - Larry E. Ricke, CLU, ChFC 1985 - James E. Linn, CLU 1984 - Dan K. Lowring, CLU 1983 - Ronald A. Martin, CLU, ChFC, CPCU 1982 - Moe Silverman, CLU 1981 - Alan J. Cyr, CLU 1980 - Victor R. Mooney, CLU 1979 - Jerry B. Fink 1978 - Wayne F. Gruber, CLU 1977 - Jerry L. Snowden 1976 - Ruth Russell, CLU 1975 - C. Robert Elrod, CLU 1974 - Robert E. Anderson 1973 - Ned Rickett, CLU 1972 - Carl F. Berggoetz, CLU 1971 - Paul D. Hill, CLU 1970 - Arthur L. Gayman 1969 - Paul P. Eley, CLU 1968 - Chester W. Browne, Jr., CLU 1967 - Dean Sangalis, CLU 1966 - Moses A. Dilts, CLU 1965 - Louis O. Carr, CLU 1964 - A. H. Phillips, CLU 1963 - Willis F. Beutler, LUTCF 1962 - Paul H. Imle 1961 - M. Jack Peckinpaugh, CLU 1961 - Richard H. Englehart, CLU 1960 - Charles A. McCotter, CLU 1959 - Joseph V. Clevenger, CLU 1958 - Ralph A. Stewart 1957 - Leon Lawhead, CLU 1956 - Eugene E. Verdon 1955 - Harry V. Foreman 1954 - Francis H. Davis 1953 - Joseph P. Kenealy, CLU 1952 - Hastings A. Smith, CLU 1951 - Harold P. Means 1950 - Henry J. Peirce, CLU 1949 - Lloyd E. Paulin 1948 - J. R. Townsend, Sr. 1947 - Loyal B. Wilson, CLU 1946 - Oren D. Pritchard 1945 - Lewis I. Petzold 1944 - Eber M. Spence, CLU 1943 - Verlin J. Harrold 1942 - Howard E. Nyhart, CLU 1941 - Horace E. Storer, CLU 1941 - Claude C. Jones 1940 - Homer Rogers 1939 - Homer Rogers 1938 - Homer Rogers 1937 - Homer Rogers 1936 - Homer Rogers 1935 - Homer Rogers 1934 - Homer Rogers 1933 - Homer Rogers 1932 - Larry Kigin 1931 - Paul Simpson 1930 - Paul Simpson 1929 - 1928 - Fred M. Dickerman 1927 - E. F. Johnson 1926 - E. F. Johnson 1925 - Frank Jones 1924 - 1923 - 1922 - 1921 - 1920 - 1919 - 1918 - 1917 - 1916 - 1915 - 1914 - George Wilson 1913 - G. S. Brewster 1912 - Issac Pinkus 1911 - Issac Pinkus 1910 - H. K. Merritt 1909 - H. K. Merritt 1887 - D. B. Shidler

NAIFA-Indiana Face-to-Face (F2F) Meetings ​ On the 3rd Thursday of designated months, a face-to-face meeting with speakers presenting Insurance CE will be available FREE to NAIFA and SFSP members. Most of the meetings for 2020 will be held at the Woodland Country Club in Carmel, IN with a few exceptions. June 18, 2020 The 4 Hour Mandatory Annuity Course will be offered as a limited seating face-to-face session and a Zoom Webinar and is FREE to NAIFA/SFSP members. ​ For details of the meeting, see the Broadcast page . ​ (All times are EDT) 8:15 am: Registration / Sign-in to Zoom and Join Meeting 8:30 am - 12:30 am: Presentation ​ Register to attend face-to-face (limited seating) OR Register for Virtual Attendance via Zoom Webinar NAIFA/SFSP Member - FREE (savings of $40 ) Non-Member - $45 each (savings of $15 ) ​ Association Office, 7050 E. 116th Street, Ste. 50, Fishers, IN 46038 ​ Questions? Call us at 317-844-6268. ​ ​

NAIFA-Indiana Summit 2023 Check out an overview of our Annual Meeting and Summit 2023 View/download the agenda for the 2-day e vent Read about the Speakers for our Day 2 CE sessions (5 hrs Insurance, CFP & CLE) Acknowledge the sponsors who help us make this annual event possible See industry exhibitors that will be on-site to promote their products/services Find out about the Hilton Fort Wayne at the Grand Wayne Convention Center Make reservations to attend Summit 2023, to sponsor it, or to be an exhibitor ​ ​

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.”

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)

Indiana State Representative Martin Carbaugh 2023 ​ Indiana Representative Martin Carbaugh, representing Indiana District 81, received an IFAPAC contribution from NAIFA. NAIFA-Indiana Trustee Kyle Cyr presented the check to Representative Carbaugh. ​ Visit Representative Carbaugh's Indiana House website here . ​ Pictured (l-r) are Indiana Rep. Martin Carbaugh and NAIFA-Indiana Trustee Kyle Cyr.

STATE BYLAWS Bylaws are a set of rules and procedures used to determine how a corporation will be run. They are a vital tool, defining the relationships, duties, and responsibilities of the people who own and manage the corporation.

L EADERSHIP I N LIFE I NSTITUTE - LILI What if there was a place where Professionals could identify their personal leadership style, practice their leadership skills and be exposed to the most current, cutting edge leadership thinking? What if this place groomed future leaders who brought all of their enhanced skills and knowledge to bear on your local association objectives? ​There is such a place ! Producing high caliber leaders is the goal of the NAIFA Leadership In Life Institute, soon to be held in Indiana. Focusing on personal growth and self-discovery, the Institute provides an environment for mastering and developing leadership skills. The testimonials from the graduates of the Institute are witness to the success of the program. Daniel Stallings, NAIFA-Indiana President-Elect and NAIFA-Indiana LILI Committee Co-Chair shares his insights on the state of LILI in this April 2021 interview with NAIFA-Indiana President Joe Cerda . View 2020 LILI CLASS Recruitment Letter Download the LILI Student Application 2023 More LILI information at NAIFA National (note: the state application (above link) is customized for Indiana - please use it instead of the application link found on the national website) OUR MEMBERS ARE FINDING PROFESSIONAL & PERSONAL SUCCESS WITH LILI The Leadership In Life Institute (LILI) program is considered one of the finest programs of its type in the nation. While it is a great commitment to attend, the past graduates have attested to getting so much more out of it than they expected. Focusing on personal growth and self discovery, the Institute provides an environment for mastering and developing leadership skills. The testimonials from the graduates of the Institute are witness to the success of the program. The Indiana staging of NAIFA’s Leadership in Life Institute is accepting candidate applications for the 2020 Institute. Your local association may submit up to two candidates. Space is extremely limited and candidates will be screened by the Indiana LILI Candidate Selection Panel. Please contact the association office 317-844-6268 for an application or questions. List of NAIFA-Indiana LILI Graduates 2020 LILI Graduates and Moderators