2015 Calendar of Events - NAIFA Columbus

Wednesday, September 16, 2015

CE Seminar (offering 2 hours of CE credit)
9:15 a.m. - 11:15 a.m.
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.
FREE for NAIFA-Columbus Members / $25 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085

Wednesday, October 21, 2015

NAIFA-Columbus Membership Breakfast
8:00 a.m. – 9:15 a.m.
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. - 11:15 a.m.
FREE for NAIFA-Columbus Members / $35 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085

Thursday, November 5, 2015

NAIFA-Columbus YAT Event
Network with the Columbus Bar Association's New Lawyers Committee in a relaxed atmosphere
Happy Hour (Exact time TBD)
Location: TBD

Tuesday, November 10, 2015

NAIFA-Columbus “A Day with MDRT” Event
7:30 a.m. - 4:30 p.m.
Location: Hilton, 401 N. High Street, Columbus 43215

Saturday, December 12, 2015*

NAIFA-Columbus Salvation Army Bell Ringing
10:00 a.m. - 8:00 p.m.
Location: Kroger, 1177 Polaris Pkwy, Columbus 43240
*Volunteers are needed in two-hour shifts:
10:00 a.m. -12:00 p.m.
12:00 p.m. -2:00 p.m.
2:00 p.m. - 4:00 p.m.
4:00 p.m. - 6:00 p.m.
6:00 p.m. - 8:00 p.m.

Welcome New Members

New Members As of 9/2/15

Augustus Abel, CFP
Abel Financial Strategies

Ryan Andrew
Hondros College of Business

Venu Telasila
New York Life



Community Service Committee Article

By: Robert H. Johnson III, CLU, ChFC


Over the past many years, NAIFA-Columbus has presented the Educator of the Month Award to deserving Educators who not only made a difference in their students’ lives but also in their communities.

Recently, the Board of Trustees decided to change the name of this award to the “Community Impact Award” to allow not only Educators, but people in other industries to be honored for making an impact on their community.

With that said, we are looking for an individual who has:

  • Made an impact in the community
  • Served well in a particular charity for a long time
  • Made one heroic, selfless act; and/or
  • Positively impacted and touched many lives as an educator, coach, mentor, etc.

If you know of a deserving individual for this new award, please submit the following information about the nominee:

  • Nominee name
  • Occupation/Profession
  • Nominator name (must be an active NAIFA-Columbus member
  • Why (Nominator's written narrative why they are recommending the nominee)
  • Contact information for the nominee

Please send the above information to me via email at robert_h_johnson@glic.com. We look forward to honoring those individuals deserving of this award at upcoming NAIFA-Columbus meetings!



New Member Orientation/Open House Highlights

On Wednesday, August 19th, NAIFA-Columbus held a “New Member Orientation/Open House” where Vice President PJ Cannon welcomed members and prospective members to Northwestern Mutual’s new offices. During this event, attendees networked with one another and listened to a presentation while enjoying beverages and appetizers.

Jeffrey R. Young, LinkedIn Guru, presented “Maximizing LinkedIn’s Potential for Your Business” where he answered the following questions:

  • What is the best way to utilize LinkedIn to help your business?
  • Why do you need LinkedIn when you already use Facebook?

Participants in this workshop had the opportunity to interact with a longtime user of LinkedIn from both a personal and professional perspective. Many businesses are realizing that LinkedIn has just as much potential as any of the other social media tools so this presentation showed attendees what aspects of LinkedIn are focused on enhancing their business and keeping them in touch and connected with their customers and clients. Jeff has helped such companies as JPM Chase, OCLC, ABCO Fire Protection, Part Time Works, Edison Welding Institute and Fire and Ice Heating and Cooling.

During this event, NAIFA-Columbus members and guests learned the potential of LinkedIn for enhancing their company’s image.

We plan to hold another New Member Orientation/Open House in the coming months so please be sure to look for details to come via email!



September Meeting

NAIFA-Columbus CE Seminar and Membership Luncheon

Date: Wednesday, September 16, 2015
Time: 9:15 AM - 1:00 PM

Location: J. Liu Restaurant, 6880 N. High Street, Worthington OH

Sponsored by:

9:15 a.m. - 11:15 a.m. - CE SEMINAR (Offering 2 hours of CE Credit)

“Types of Deferred Compensation Plans”
Provided through The Morton Learning Center

Presented by: I. David Cohen, CLU, ChFC, LUTCF

Free for NAIFA-Columbus Members / $35 for Non-Members/Guests

This course will include the following topics: SERP vs. Deferred Compensation Plan; Types of Deferred Compensation Plans; Tax Consequences of Deferred Compensation; Death Benefit Only Plans; ERISA Requirements; Reasons to have a Deferred Compensation Plan; and Deferred Compensation Plan Benefits to Executives.

David Cohen began his career in June, 1958, as an agent, and has never altered his focus. He first qualified for MDRT in 1961 and has been a member for 52 years. David is one of only one hundred and forty MDRT members who have achieved membership for over fifty years. The total membership is thirty three thousand.

He has been a member of NAIFA Columbus since 1959 serving as chairman of every committee, was a trustee for many years and served as President in 1978 to 1979. The local chapter honored him in 2004 by renaming its Lifetime Achievement Award to the I. David Cohen Lifetime Achievement Award. In 2007 the chapter honored him with a new award called the President’s Trophy for outstanding dedication to its chapter. David is currently serving as President of NAIFA-Columbus once again.

11:30 a.m. - 1:00 p.m. MEMBERSHIP LUNCHEON MEETING

“The Secrets of a Successful Financial Advisor”
Speaker: J. Michael Alexander, CLU, Ameriprise Financial

Free for NAIFA-Columbus Members / $25 for Non-Members/Guests

During this discussion, you will learn the secrets of how Mike Alexander became such a successful financial advisor and continues to grow his practice each year. Mike will provide you insights and ideas for you to use in your own practice that can be implemented today in order to grow your business tomorrow.

J. Michael Alexander is currently a Senior Financial Advisor and Chartered Life Underwriter with Ameriprise Financial in Columbus, Ohio. Mike received his B.A. in Economics from Ohio Dominican University in 1969 and began his career in the financial industry that same year. He received his Chartered Life Underwriter designation in 1980. Mike understands that everyone’s financial picture is different and that priorities change depending on their time horizon, how they accumulated their wealth, and their long and short-term goals. Therefore, he helps each of his clients by developing a strategy tailored to their unique needs and goals.

Mike is married to his wife Jo and has three children; Kara, Lauren and Audra. He has a Maltese/Yorkie named Henry and loves to travel, play golf and tennis.

email symbol Email Executive Director Renae Davies to reserve your seat.






by Sara Marie Brenner, Trustee & PAC Chair

As you read in the last newsletter, NAIFA provides an immense value for us at the national and state level. With the insurance and financial industry at risk from government regulation, there is not a more important time to help support NAIFA’s efforts. 

If you don’t enjoy politics or feel as if you do not want to be partisan, please know that this money is used in a bi-partisan way to help protect your job. Few industries have as many regulatory issues as we do in our line of work, so supporting NAIFA’s efforts is vital.

Our October fundraiser will be a nice time for you to meet and mingle with Statehouse leadership, including members of the insurance and financial institutions committees, and other state representatives and state senators. These are individuals who influence state laws and regulations, have the ears of our congressmen and senators, and could be elected or appointed to higher or federal offices in future years. In other words, they’re wonderful individuals to build strong, personal relationships with to share with them how you feel about regulations and laws that impact the insurance and financial industries.


Date: Wednesday, October 7, 2015
Time: 5:30-7pm
Where: Manifesto Tuscan Grato & Scotch Bar, 21 E. State St., Columbus, OH 43215
With: Invited Statehouse leadership, State Representatives, and State Senators, 
your NAIFA Columbus board, and fellow NAIFA Columbus members
Donation: $50 per person with signed directive*

Light hors d’oeuvres and cash bar

RSVP: by Friday, October 2 to Sara Marie Brenner, Government Relations & PAC Chair,
at sbrenner@brennerinsgrp.com

Questions? Interested in joining the PAC committee?
Email Sara Marie or call 614-918-3838 x710.

*Please remember from the last newsletter that the signed directive allows your donation to go to NAIFA Ohio. Only NAIFA members may make a donation. Please CLICK HERE to sign the online PAC directive to make sure your money gets directed to NAIFA Ohio specifically.

Looking forward to seeing you there!


A day of inspirational ideas to take your business to the next level and beyond!

Tuesday, November 10, 2015
7:00 a.m. - 430 p.m.

The Hilton Downtown
401 N. High Street
Columbus, Ohio 43215


Ed Slott, Headlining Speaker

2015 Action Plan: A Business-Building Program for Financial Advisors

Stealth taxes are back and tax bracket management is critical. The tax planning paradigm has changed - income and retirement tax planning for your best clients will trump traditional planning.

Life insurance and other tax free solutions are more valuable. Learn how to create lasting practical retirement, tax and estate plans that showcase your expertise, and eliminate your competition for good.

Jules Gaudreau

Engaging the Modern Consumer in a Distracted Digital Age

Jules Gaudreau is the President of The Gaudreau Group Inc., a large multi-line Insurance and Financial Services Agency founded in 1921. With over 30 years of experience in the financial industry, his message is both motivational and educational, addressing topics of leadership, organizational effectiveness, marketing and industry trends. He is the incoming 2015-2016 President for NAIFA and is a Top of the Table member of the Million Dollar Round Table.

Joy J.D. Baldridge

Making the Best, Even Better! How to Bring Your 'A' Game Every Day and Prosper

Are you ready to take your business to a higher level? In this highly engaging and energizing session you will learn innovative ways to stay focused on your goals and aspirations while leveraging new and existing business opportunities. This program is custom-designed to help you increase revenue and productivity while reducing any potential derailments and stress.


Frank Maselli

The Lifeguard in the Storm: A New WHY for a New World

The financial services industry is undergoing a massive transformation and we need new ways of thinking about ourselves and communicating our incomparable value to our clients. This program will inspire you with the vision and arm you with the tools needed for success in this amazing new profession.



Marv Feldman

An Industry Update: How to Market Yourself in a Changing Environment

Marv Feldman has more than 45 years of experience in the financial industry. He has made speeches in 36 countries. Marv was named to Insurance Newscast’s list of the 100 most powerful people in the insurance industry in North America, the LifeHealthPro list of the 24 most creative people in the insurance industry and is the recipient of the 2011 John Newton Russell award, the highest honor bestowed on an individual by the insurance industry.


Register now and take advantage of this valuable opportunity!

Early Bird Registration (By September 30, 2015

$95.00 for NAIFA Members / $175.00 for Non-Members / $850.00 for Table of 10


(October 1 - November 2, 2015) Members $145, Non-Members $225, $1,200 for Table of 10

Register online at: www.naifa-columbus.org or email:Renae Davies, Executive Director email symbol


Five Business Lessons Learned on the Golf Course

By Lou Dubois

Why relationship building on the golf course may be as important as ever for business networking.

Hole-in-One: When you need to impress a client a day on the greens just might close the deal.

We live in a hyper-connected society, and being disconnected for four hours if you're in sales or marketing can be daunting—and seem like a major loss of time. While Twitter, Facebook, e-mail and even text messaging have made it easier to communicate with more people in the course of a single day, for some people, they mean devoting less time to the in-person interactions we use to actually build relationships. That's why golf, a four-hour (or more) adventure through greens, fairways, bunkers, and other hazards, remains one of the greatest ways to build and maintain solid business relationships.

"It's a bit of a looking glass into how people think," notes Brad Brewer, a PGA Professional and founder of the Brad Brewer Golf Academy in Orlando and the author of the recently released Mentored by the King: Arnold Palmer's Success Lessons for Golf, Business and Life. "You observe over a period of time the habits of the individual. You see their integrity, their mannerisms, how they approach different situations, how they deal with success and failure. But in the end, I think the beauty of being able to create a relationship with somebody and bond with them for four or five hours is very valuable—I don't know that there's another place that you have the capability of doing that."

Contrary to popular belief, though, deals are rarely closed on the golf course. If you approach the round with that sole intention, you're likely to leave without a contract—and with a ruined relationship. Good things take time, and golf provides a relatively low-stress, tension-free look into business executives. "No matter how sophisticated the business world becomes, golf remains the communication hub," says David Rynecki, the founder of Blue Heron Research Partners, a former golf and business journalist, and the author of Deals on the Green: Lessons on Business and Golf from America's Top Executives.

"Golf teaches you about a person's reactions in adversity—how they deal competitively with situations—because with golf there is such an easy mechanism to take advantage of the rules," Rynecki writes. "I'm not worried about their skills as a player, but rather how they conduct themselves, as golf, like business and life, will test you in a multitude of ways.'

So how do you ensure that you don't take yourself, or the game, too seriously while you're playing a round of golf intended to build or strengthen a business relationship? It's important not to let small things get to you. It really is all about having fun and making sure that everyone you are playing with is having a good time.

"A lot of it is just common sense and common courtesy," says Brewer. "Making sure you play the game with the integrity it was designed with, you are immediately starting to build a relationship with somebody. That's why old Tom Morris and the boys came up with the etiquettes to get along with one another—where you stand, not talking and watching others ball flight if they lose it. I think playing by the traditions of the game itself, it starts to form these deep bonds."

Brewer goes on to write about 35 principles he has learned from practicing, working with and becoming friends with the legendary Palmer over the past 25 years. Perhaps the biggest takeaway from his book is that connecting with people at the golf course isn't much different from connecting in business or in life, principles preached by Palmer.

Five of the most relevant principles from Palmer that apply to business include:

  • Always Give a Firm Handshake: 'If you are going to shake someone's hand, then grab a firm hold and look them in eye," Palmer says. "A man's handshake should be as good as his word. You can throw away all the contracts ever written by the best attorneys. Written contracts can all be broken. All my important deals were done with a handshake." You can tell a lot about a person based on his or her handshake, whether in business or on the golf course. Make sure you leave a strong lasting image.

  • Don't Dwell on Yesterday's News: "I have enjoyed every victory and greatly cherish the memories," Palmer notes. "But come Monday morning of the next week, I'm not different than the man who missed the cut last week…So if I am to be competitively ready, I must get my thoughts off yesterday and deal with today. As long as I want to stay competitive, I must never stop and marvel at what I have accomplished—only forward to my next challenge at hand."

  • Practice Like a Pro: "To achieve greatness," Brewer writes, "successful people don't just show up, set up and try for the best. The steps in the march toward victory begin weeks—if not months or years—in advance." The same goes in business. You need to pay your dues before you reach higher ground. Don't try to hit the ball before you're ready.

  • Use Fear for Fuel: "Everyone wants to win,' Palmer says, "or they wouldn't do what they do. But not many people ever think about it. Many times I would think, I can't lose, I just cannot. Maybe it's an odd way to think, but it drove me to play harder than just 'thinking' about winning…I made a lot of golf shots out of desperation, thinking that I had to pull it off because, frankly, I was afraid to lose." In business, you can't be afraid to take a chance and fail, which makes winning even sweeter.

  • Befriend Your Enemy: Stating the long and storied relationship between Palmer and Jack Nicklaus, often viewed as contentious and highly spirited, Brewer talks about the great relationship between the rivals. "The long and layered relationship is a good reminder that just because you're 'enemies' on the course doesn't mean you can't be friends for life off it." The same is true in business. Don't think about your competitors as enemies, but as a challenge for you to work harder.

What characteristics do successful businesspeople and successful golfers have in common?  According to Brewer, regardless of what you're talking about, successful people do things a specific way, which often carries over to the golf course. But there is also a fascinating idea that some of the smartest people in business struggle at golf.

"Whenever I play a round with someone," Rynecki says, "it's important to recognize the personality of the person or people you are playing with. You have to recognize that so many executives do not understand why they aren't as good at golf as they are at business. They work at it and work at it, and just get madder and madder because they can't succeed as much as much as they do in business. The intensity and the competitive fire are common characteristics in most successful people. They're often people who just cannot lose. And interestingly, if you're playing for no money and then you put a few bucks on a hole, it becomes a totally different game."

Don't forget, it's fundamentally a sport in which money matters. When the economy took a dive, so did country club memberships. As of August 2010, private-club memberships stood at 2.1 million in the United States, down from its high of 3 million in the 1990s, according to the National Golf Foundation. But as financial markets have rebounded, people are again beginning to spend valuable time with customers and colleagues on the golf course. Again, it couldn't come at a better time with the proliferation of technology as our primary means of communication. That being said, some may still find it difficult to justify spending four hours with one customer while shunning all others. It's all about what matters most to you.

"It really does depend on the business you're in," Brewer adds. "The reason Arnold Palmer was so successful in golf and in business is that he had a passion for winning. Whatever it takes sometimes is the approach he would take, and I'm a firm believer that it's hard to find a place better than the golf course to build, deepen, and strengthen relationships than the golf course."
Published on: Jun 6, 2011

REGISTRATION AND ADDITIONAL Information for the 28th Dennis Clark Golf Classic