2016 Calendar of Events - NAIFA Columbus


Wednesday, January 20, 2016

NAIFA-Columbus Membership Breakfast
8:00 a.m. – 9:15 a.m.
Cost: FREE for NAIFA-Columbus Members / $25 for Guests or Non-Members
Location:J. Liu Restaurant, 6880 N. High Street, Worthington 43085

Ethics CE Seminar (offering 3 hours of Ethics CE credit)
9:15 a.m. - 12:15 p.m.
Cost: FREE for NAIFA-Columbus Members / $35 for Guests or Non-Members
Location:J. Liu Restaurant, 6880 N. High Street, Worthington 43085

Wednesday, February 17, 2016

CE Seminar (offering 2 hours of CE credit)
9:15 a.m. - 11:15 a.m.
Cost: FREE for NAIFA-Columbus Members / $35 for Guests or Non-Members
Location:J. Liu Restaurant, 6880 N. High Street, Worthington 43085

NAIFA-Columbus Membership Luncheon
11:30 a.m. - 1:00 p.m.
Cost: FREE for NAIFA-Columbus Members / $25 for Guests or Non-Members
Location:J. Liu Restaurant, 6880 N. High Street, Worthington 43085

Wednesday, March 16, 2016

NAIFA-Columbus Membership Breakfast
8:00 a.m. – 9:15 a.m.
Cost: FREE for NAIFA-Columbus Members / $25 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085

CE Seminar (offering 2 hours of CE credit)
9:15 a.m. - 12:15 p.m.
Cost: FREE for NAIFA-Columbus Members / $35 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085

Wednesday, April 20, 2016

CE Seminar (offering 2 hours of CE credit)
9:15 a.m. - 11:15 a.m.
Cost: FREE for NAIFA-Columbus Members / $35 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085

“NAIFA-Columbus Gives Back” Luncheon
11:30 a.m. - 1:00 p.m.
Cost: FREE for NAIFA-Columbus Members / $25 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085

 


New Members

 

 

Join NAIFA-Columbus

Join NAIFA-Columbus

 

David Anderson
Thrivent Financial

Douglas Beebe
Lifetime Financial Growth

Deborah Boggs
Signature Financial Group

Andrew Brenner
Brenner Insurance Group, LLC

Geoffrey Burgess
Lifetime Financial Growth

Brenda Davidorf
Allstate Life Insurance Company

Brian Davis
State Farm Insurance

Devin Erickson
Marquis Advisory Group

Douglas Fitzpatrick
21st Century Financial

Gino Guarnieri, Jr.
Lifetime Financial Growth

Chris Hannon-Jones
TransAmerica

Jim Pfeifer
21st Century Financial

Joshua Pick
Aptus Tax Advisory Group

Micah Standish
Lifetime Financial Growth

Martin Stansbery
Baker Financial Services

Stephanie Wagner
Principal Financial Group

John Waite
Lifetime Financial Growth

 

Member services


by Jay C. Randall, Member Services Chair

Form 5500 Prospecting Made Easy - Both Large and Small Group Solutions Available!

The miEdge™ 5500 Health & Welfare large group prospecting system gives you access to an employer’s complete history of health and welfare employee benefits activity, including their broker and carrier relationships. Use our one-click integrated LinkedIn portal to find out how you can get that critically important introduction to key contacts. Quickly find the trusted accounting firm that has a particular prospect you want to work with.  miEdge 5500 Small Group gives you accurate company information, eligible employee counts, 50 to 100 EEs for ACA compliance, pension plan information and much more!

This is the business intelligence you need to create unique value-added strategies that open doors and create new clients.  miEdge is easy to learn and easy to use and offers accurate data solutions for both large and small group prospecting.

Services

With miEdge you can quickly find critical business intelligence for both Large and Small Group prospecting.

For Large Groups

Company Contact Information
Accurate Eligible Employee Counts
LinkedIn Integration
Find Renewal Dates
Research a Competitor's Book of Business
Identify Insurance Carriers and Bonuses

For Small Groups

Company Contact Information
Accurate Eligible Employee Counts
LinkedIn Integration
Find 50 to 100 EE's-ACA Compliance
Employee and Employer Participation
Broker Fees and Commissions
Administrative Fees

Register for miEdge today! NAIFA Member save 10%!

 

 

National committee report

By Duane A. Borcherding, National Committeeperson

 

On the DOL front, we enjoyed some progress in past few weeks as a group of more than 40 House Democrats sent a letter to Secretary Perez requesting that after the DOL makes changes to the rule that they provide an additional public comment period to allow for the input before the rule is finalized.

The letter raises concerns that with the magnitude of comments received on this proposal, the DOL may not get everything right before they finalize and implement the rule, noting that additional feedback will ensure that the rule is implemented without any unintended consequences.

VIEW LETTER

 

 

YAT

Connecting to your audience.

 

By Logan Philipps, YAT Co-Chair

Connecting to your audience i.e. Getting your audience to not just listen to you but to hear you is essential to your productivity. Whether you are meeting with a single person, a couple or a large group-Whether you are meeting in an office, a living room, or a hotel meeting room-Engaging your clients’ minds and hearts is essential. Recently, Jeremy Teitlebaum, discussed this topic in March 2015. He writes:

“You will be a more effective speaker if you … incorporate more styles into your presentations. Here are a few things you can do to better connect with your audience and be more persuasive and influential.

Be direct. This can be challenging because you don’t want to come across as politically incorrect or overly forceful. But the worst thing you can do is to be indirect about how your business can help your audience. If you don’t tell some people what you can do for them, they won’t be able to hear anything else. The big mistake some presenters make is to wait until the end of their presentation to address this. But you need to bring it up in the beginning. A powerful presentation opener goes something like this: “In the next 10 minutes, I am going to show you how you can double your sales with my product.” Make sure you can back this statement up.

Tell visual stories. When speaking about complex ideas, using statistics and data, or talking about places, it is a good idea to include some visuals in your presentation and blend facts with emotional appeals. A great way to do this is to tell stories. Almost every presentation you give should begin with a strong, powerful story. Tie it into the topic, the audience, and the occasion. Think of stories as the emotional connection to your facts. 

Make people think. Some presenters give as much information as possible and do not let the audience try to figure anything out on their own. This is a mistake. If you give some facts, let the audience apply it to their lives. The most powerful way to do this is by using a rhetorical question. For example, don’t tell your audience you can save them10 hours a week with your bookkeeping system. Instead, ask them what they would do with an additional 10 hours a week that they didn’t have to spend on bookkeeping, and give them time to analyze your statement. They will smile as they imagine all the things they would do with that extra time.”

For those of you who attended the MDRT event held on November 10, 2015. You saw all of these displayed in the Transamerica commercial presented at the beginning of the program.

You can see it here: https://www.youtube.com/watch?v=kVel7Q_mgHU.

Ask yourself, “Can I incorporate more emotion and thought in my presentations and meetings?”

“A Day with MDRT” Event Highlights

On November 10th, NAIFA-Columbus held their fourth annual “A Day with MDRT” Event at the Hilton in downtown Columbus. This event, presented by Jackson, was filled with inspirational and motivational speakers. Close to 400 attendees listened to presentations from many well-renowned motivational and inspirational speakers.

Thank You to our Presenters who made this event such a successful one:
• Speaker: Jules Gaudreau, ChFC, CIC – NAIFA National President
• Speaker: Frank Maselli – The Maselli Group
• Speaker: Joy Baldridge – Baldridge Seminars International
• Speaker: Marv Feldman – LIFE Happens
• Speaker: Ed Slott – Ed Slott and Company, LLC

Thank You to our Title Sponsor:
• Jackson

Thank You to our Speaker Sponsors:
• MassMutual Financial Group
• Maureen Considine Gharrity with Finding Your Way Coaching

Thank You to our Event Sponsors:
• 21st Century Financial / Penn Mutual
• Fidelity Investments
• Motorists Life Insurance Company
• Principal Financial Group

Thank You to our Exhibitor Sponsors:
• A Taste of Ohio
• APPS Paramedical Services
• Aumiller Strategies
• Berson-Sokol
• DI Broker West
• ExamOne
• Hondros College of Business
• Illinois Mutual
• Lincoln Financial Distributors
• Lincoln Financial Group
• MassMutual Financial Group Ohio
• MDRT
• MetLife
• NAIFA-Columbus
• Ohio National Life Insurance
• Oppenheimer Funds
• Resch & Root, LLC
• Retirement Funding Solutions
• TransAmerica
• Wilson Brokerage Services

Thank You to our Program Sponsors:
• Barber Financial Group
• Buckeye Automotive Family
• CareWorksComp
• The Catholic Foundation
• Highland Capital Brokerage
• Lifetime Brokerage

Thank You to the following Companies/Sponsors:
• Duane Borcherding, CLU, ChFC, NAIFA-Columbus Past President – For sponsoring the VIP Dinner
• Key Printing – For providing the programs and signage for the event
• Kabob Images and Design – For taking photos during the event

Thank You to the following NAIFA-Columbus Members for their support:
• Scott W. Armstrong – Signature Financial Group
• Rebecca S. Coleman – Independent
• Matthew S. Ferris, MBA – Ferris Financial, LLC
• Christian E. Laver, RFC – Christian Laver & Associates
• Lowell T. Mackenzie, CLU – AXA Advisors, LLC
• George W. McCloy, CLU, ChFC – McCloy Financial Services
• Patrick R. Morton, CLU, ChFC – Morton Learning Center LLC
• Robert M. Roach, CLU, ChFC, AEP – Northwestern Mutual Wealth Management Company
• Thomas H. Staebler, CLU – New York Life

Thank You to our MDRT Committee Members who made this event possible:
• John C. Barber, Chairman – Barber Financial Group
• Jonathan E. Berniger – 21st Century Financial
• Duane A. Borcherding, CLU, ChFC, CLTC – New York Life
• Cort R. Bradbury, CLU, CLF – Heritage Wealth Partners
• Stephen P. Childers – NAIFA-Columbus Membership Chair
• I. David Cohen, CLU, ChFC, LUTCF – Independent
• Jerod K. Cook – J. Cook Financial Services
• Renae C. Davies – NAIFA-Columbus
• Robert H. Johnson III, CLU, ChFC – Columbus Financial Group
• Karen Pedersen – ExamOne
• Katie Rapp, CLU, LUTCF – New York Life
• Robert M. Roach, CLU, ChFC, AEP – Northwestern Mutual Wealth Management Company