EAST VALLEY NEWS NAIFA-EAST VALLEY. Breakfast Meeting October 11, PROGRAM Herb Sendek, ASU Basketball Coach

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1 EAST VALLEY NEWS NAIFA-EAST VALLEY OCTOBER 2012 Breakfast Meeting October 11, 2012 Meeting Location: Dobson Ranch Inn, 1666 Dobson Ranch Rd., Mesa, in the PERZOLA (Rotunda) Room - 7:30 AM PROGRAM Herb Sendek, ASU Basketball Coach Herb Sendek is (.595) in his 18 seasons as a head coach and has an (.540) record through five seasons at Arizona State. He is a three-time Coach-of-the-Year recipient and has made seven NCAA Tournament appearances. Sendek led ASU to three straight 20-win seasons in (21-13), (25-10) and (22-11), which had not happened since Prior to those three 20-win seasons, ASU had just three 20-win seasons in the previous 25 years. He was (.591) at North Carolina State in 10 seasons. He earned Atlantic Coast Conference Coach of the Year in and has taken 15 teams to the postseason. He posted five 20-win seasons, including his final three, while competing in one of the nation s most intense conferences, After eight years as an assistant, including Final Four appearances in 1987 with Providence and 1993 with Kentucky, 30-year-old Sendek took over the Oxford-based program at Miami (Ohio). There, in his first venture as a head coach, he led the Redskins to three consecu tive postseason appearances and the 1995 Mid- American Conference regular-season championship. His three-year record at Miami was 63-26, giving him the highest winning percentage (.708) in school history. Sendek has collected 36 wins over teams ranked in the top 25, including 16 over top-10 teams. In the past 10 seasons, Sendek has defeated seven of the past nine NCAA champions. He was one of only three coaches who had NBA first-round picks in both the 2005 and 2006 drafts, and then followed that up in 2009 with a top-three pick (James Harden at No. 3) and the first pick of the second round (Jeff Pendergraph). THANK YOU TO OUR SPONSORS! M. G. Peterson Consulting, PLC, CPAs Pinnacle Restoration State Farm EMSI Arizona Kevin Jensen Hoopes, Adams & Alexander, PLC The Chittendens

Page 2 To all NAIFA-East Valley Members: We had a great September meeting! Haydee Dawson, the APIC Chair for NAIFA-AZ spoke on how we can get involved to protect our industry and our clients.

We all must do our part to protect the products and services we provide by making our voices heard.

Earlier in September, I had the opportunity to attend the NAIFA National Conference in Las Vegas. In addition to the great training and sales ideas, I learned even more how vital our involvement is.

2 Page 2 To all NAIFA-East Valley Members: We had a great September meeting! Haydee Dawson, the APIC Chair for NAIFA-AZ spoke on how we can get involved to protect our industry and our clients. There is a lot of legislation being proposed at the state and national level that will make dramatic changes to how we do business. We all must do our part to protect the products and services we provide by making our voices heard. If you would like to find out more, please contact our local association s Government Relations Chair, Donna Kohlhase. Earlier in September, I had the opportunity to attend the NAIFA National Conference in Las Vegas. In addition to the great training and sales ideas, I learned even more how vital our involvement is. NAIFA National is working hard on Capitol Hill to both stop detrimental legislation and promote legislation that will protect our clients. All of us in the financial services industry benefit from their efforts, whether we are paying membership dues or not. Please encourage your colleagues, that haven t joined NAIFA, to join today. Consider your annual dues, job insurance, because without NAIFA, we would all find ourselves in a very different industry. To find out more about what NAIFA National has done recently, visit their site at We still need volunteers to help with our various committees. The available committees are: Membership, Government Relations, Community Service, and Programs & Professional Development. Let me know where you would like to help and I ll get you in touch with the appropriate chair person. Please join us in October when Herb Sendek, ASU Basketball Coach, will be speaking to us. This will be a very exciting meeting! Sincerely, Mike Klein NAIFA East Valley President Left: Thank you to HAYDEE DAW- SON, NAIFA-AZ State Legislative Chair for her outstanding presentation at our September meeting! Right: Deniz Nouri, Membership Chairman

3 Page 3 CALENDAR OF EVENTS Oct. 11, 2012 Nov. 8, 2012 Dec. 13, 2012 Dobson Ranch Inn Breakfast Meeting 7:30 AM Speaker Herb Sendek ASU Basketball Coach 2013 Meeting Dates: Dobson Ranch Inn Jan. 10, 2013 Feb. 15, 2013 Morning With A Star location tba March 14, 2013 April 11, 2013 May 9, 2013 CE Tips Use inexpensive CE options that can be found online, like webce.com. If you are planning to aquire a designation like CLU, LUTCF, CFP, use the courses as CE. Dobson Ranch Inn Breakfast Meeting 7:30 AM Speaker Jerry Borrowman Business Life Insurance CE Program SEE FLYER ON NEXT PAGE FOR DETAILS! Dobson Ranch Inn Breakfast Meeting 7:30 AM Speaker, Singleton Moms Community Service Project Representative DO YOU NEED ERRORS & OMMISIONS INSURANCE? Check out the great deal offered by NAIFA/CalSurance by clicking on the link below! WELCOME NEW MEMBERS! Ashley Allen, Penn Mutual Life Ins. Co Kathryn Grimco, First Guaranty Financial Jeremy Chandler Johnson, State Farm Ins. Co. At NAIFA-East Valley WE CARE!

4 Page 4 November Meeting Special Two (2) Hour CE When: November 8, 2012 at Breakfast Meeting, 7:30 a.m. to 9:45 a.m. Topic: Business Sponsored Life Insurance, Four Ways to Help Clients in the Business Insurance Market Presenter: Jerry Borrowman, ChFC, Director Advanced Markets, Cambridge Financial Center CE Course will include discussion of: Key Person insurance Business Continuation (Buy-Sell Agreements) Qualified Plans or IRAs Key Executive Retention Plans Jerry Borrowman began his career as an agent for New York Life Insurance Company in Pocatello, Idaho in 1978 and later became a an Assistant Vice President for the New York Life Home Office. In 2001 he joined Beneficial Life Insurance Company in Salt Lake City, Utah as Vice-President Advanced Solutions & Professional Development where he and his team supported more than 1,500 agents in the areas of estate planning, business owned life insurance, charitable giving, and advanced policy design. In 2009, Jerry joined Penn Mutual Life Insurance Company in their Cambridge Financial Center office as Director Advanced Markets. Today he works with agents and clients in all areas of advanced case design. Jerry has been an instructor at more than 1,000 training events in more than 30 states, and in multiple nations around the world. Jerry is also a best-selling author. To learn more visit him at Jerry s educational credentials and degrees include Master of Science in Financial Services; Chartered Life Underwriter; Chartered Financial Consultant, and Chartered Advisor in Philanthropy. He is president of the Salt Lake Association of the National Association of Insurance and Financial Advisors, and a lifetime member of the Board of Directors of the American College Alumni Association in Philadelphia. In order to receive CE credit, you must attend the entire presentation. 2 Hour CE is free to existing NAIFA EV members. Non-members can attend for $25 (refund available, if you join NAIFA EV that day)

Page 5 OFFICERS Michael Klein, CFP, MBA, President Klein Financial 4824 E. Baseline Rd, Ste 135 Mesa, AZ 85206 480-981-1333 Dale Chittenden, Past President & IFAPAC Chair The Chittenden Group 3821 E.

5 Page 5 OFFICERS Michael Klein, CFP, MBA, President Klein Financial 4824 E. Baseline Rd, Ste 135 Mesa, AZ Dale Chittenden, Past President & IFAPAC Chair The Chittenden Group 3821 E. Indian School Phoenix, AZ Vandy Moore, Secretary/Treasurer State Farm Insurance Co 6938 E. Parkway Norte, #2 Mesa, AZ Deniz Nouri, Director & Membership Chair Generations Consulting Group 70 S. Val Vista Drive Suite A3-321 Gilbert, AZ Sue Beyer Director & Community Service Chair American Family Insurance 1539 W. Elliot Rd., #103 Gilbert, AZ Lars Hansen, LUTCF, National Committee Chair American National Life 4455 E. Broadway Rd., #108 Mesa, AZ DIRECTORS Donna Kohlhase, CLU, ChFC, CASL, Director & Government Relations Chair State Farm Ins. Companies 6836 E. Brown Rd. Mesa, AZ Joseph Morris, CLU, ChFC Director & Programs & Professional Development Chair Northwestern Mutual 2121 W. Chandler Blvd., Ste 108 Chandler, AZ NAIFA-East Valley We Care About Your Future! We Care About Your Success! We Care About Your Business! We Care About Your Health and Family! At NAIFA-East Valley WE CARE!

6 EAST VALLEY NEWS OCTOBER 2012 Page 6 NAIFA-EAST VALEY Betty Hartnett CLU, FLMI Association Administrator 3030 E. Ocotilla Lane Phoenix, AZ Phone: Fax: bettchem@cox.net About NAIFA: NAIFA comprises more than 700 state and local associations representing the interests of approximately 200,000 agents and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The Association s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. We re on the Web! ABOUT NAIFA, continued.. The Vision and Mission of NAIFA Vision Statement The National Association of sors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors. Mission Statement The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and pro- Insurance and Financial Advifessional skills, and promote the ethical conduct of our members. NAIFA Tagline: Connections that Count! NAIFA-East Valley is looking for NEW MEMBERS! Why not invite a prospective member to our next meeting?

EAST VALLEY NEWS OCTOBER 2012 Page 7 NAIFA membership is crucial, because it represents an investment in protecting our industry and our clients well-being. Mark W.

7 EAST VALLEY NEWS OCTOBER 2012 Page 7 NAIFA membership is crucial, because it represents an investment in protecting our industry and our clients well-being. Mark W. Pfaff, Executive Vice President in Charge of U.S. Life Insurance & Agency, New York Life New York Life studies the 2009 production levels of its Council-level agents and found: NAIFA members averaged $89,722 in 2009 First Year Commissions, while non-members averaged $61,623 NAIFA members produced 46% more premium than non-naifa members. JOIN TODAY! Visit or call TO-NAIFA ( )

8 Page 8 OUR SPONSORS We THANK you for your support!

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12 Page 12 OUR ADVERTISERS We THANK you for your support!

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SHAPING TODAY THE FUTURE 2017 MID-IOWA FALL CONFERENCE. REGISTRATION INFORMATION Oct. 24, 2017 FFA Enrichment Center DMACC Campus Ankeny, Iowa

SHAPING TODAY THE FUTURE 2017 MID-IOWA FALL CONFERENCE. REGISTRATION INFORMATION Oct. 24, 2017 FFA Enrichment Center DMACC Campus Ankeny, Iowa SHAPING THE FUTURE TODAY REGISTRATION INFORMATION Oct. 24, 2017 FFA Enrichment Center DMACC Campus Ankeny, Iowa 2017 MID-IOWA PLANNED GIVING COUNCIL FALL CONFERENCE KEYNOTE SPEAKERS Michael Kenyon President