Wednesday, December 12, 2012

Transcription

1 1 NAIFA- Phoeni x Decemb er 2012 PROTE CT YOUR LIVELIHOOD!! THE VALLEY ADVISOR December Meeting! Special points of interest: Wed., Dec :15 am Stone Creek Golf Club, Up the Creek Restaurant, 4435 E. Paradise Parkway So., Paradise Valley Wednesday, December 12, :15 am Stone Creek Golf Club Up the Creek Restaurant 4435 E. Paradise Parkway So., Paradise Valley Members: No Cost Guests: $15 Current Members: No Charge Non-Members & Guests: $15 RESERVATIONS RE- QUIRED FOR ALL RSVP to Betty Hartnett by Mon., Dec. 10th by 11:00 am By: ing her at naifaphx@cox.net or call HOLIDAY Meeting! Come join us and support Future for Kids and enjoy the holiday music provide by the Scottsdale Christian Academy Chorale! See next page NEEDS for a list of A Special THANK YOU Meeting Sponsors: State Life Independent Planners Group to our November

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3 3 THE VA LLEY A DVISOR December Scott Craddock, NAIFA-Phoenix President PRESIDENT S MESSAGE Tis The Season to be Thankful For all the people I have met through NAIFA and the relationships I have Blessed. With the opportunity I have to impact people s lives each and every day Happy.. That God has blessed me with good health a wonderful family and the ability to go to work everyday Generous. I pledge to seek out opportunities to give my time and resources to help others. I pledge to give to Future For Kids at our Holiday Breakfast on the 12 th! Joyful I love the lights and decorations and seeing the joy in my children s faces about the Holiday season! Appreciative I appreciate all the people in my life who support me, love me, accept me and challenge me to grow. Forgiven and forgive. There is no better time of year to appreciate the value of forgiveness as well as the birthday of he who forgives all of us! Members, I pray that each and every day you and your families are blessed! As we enter this year s Holiday season take time to celebrate who and what you have in your lives! Look for opportunities to bring joy to others. Find ways to view the world through rose colored glasses. Be generous with your time and resources (it will come back to you 10 times over!). SEE YOU ALL AT THE BREAKFAST! BRING A GUEST! BRING YOUR GIVING SPIRIT! PEACE!

4 B a c k P a g e S t o r y H e a d l i n e 4 THE VA LLEY A DVISOR D ecem ber N A I F A - P h o e n i x B o a r d o f D i r e c t o r s a n d C h a i r m e n We re on the Web! ANNUAL DUES $565 Includes Local, State and National Dues Regular Luncheons/ Meals are included in the Membership fee PROTECT YOUR LIVELIHOOD! President: Scott Craddock, CSA craddocksp@hotmail.com President-Elect/Co-Membership Chair: Susan Carlson scarlson@ipg-us.com Secretary/Treasurer: Michael Abbate Michael@mabbate.com Immediate Past President: Brad Burr, CFP bburr@lovitt-touche.com National Committeeperson: Adam Mosbach, CFP, ChFC Adam.mosbach@lfg.com Director/Programs/Professional Development/Community Outreach Director/Golf Tournament Chair: Vlasta Duffy, CLU, ChFC vduffy@financialguide.com Director/MultiLine Chair: Heather Ladd heather.ladd.iya7@statefarm.com IFAPAC Chair: Bill Cassidy, CLU, ChFC, LUTCF billc@scaaz.com Director: Ben Miller Director: Michael McGowan, CLTC Mike.mcgowan@fdgonline.com ben.miller@nmfn.com Director/Adv. & Sponsorship Chair: Dan Ceschin dceschin@swadvisor.com Caption describing picture or graphic. Director/YAT Chair: Stephen Good, CLTC, LUTCF sgood@massmutual.com Association Administrator: Betty Hartnett, CLU, FLMI or , FAX: naifaphx@cox.net 3030 E. Ocotilla Lane, Phoenix, AZ 85028

5 5 THE VA LLEY A DVISOR Decem ber U P C O M I N G E V E N T S Wed., Dec. 12, 2012 Stone Creek Golf Club Restaurant 7:15 Breakfast Meeting Holiday Event, with the Scottsdale Christian Academy Chorale Fund-A-Need for Future for Kids, our Community Outreach beneficiary Wed., Jan. 9, 2013 Stone Creek Golf Club Restaurant 7:15 Breakfast Meeting Program, tba Jan. 17, 2013 WE GRATEFULLY ACKNOWLEDGE OUR ANNUAL SPONSORS: DIAMOND LEVEL: The Dollarhide Financial Group, LLC/MassMutual Lovitt & Touche, Inc. Northwestern Mutual Arizona Capitol Hill Day 11-1 Senate Lawn Feb. 15, 2013 NAIFA-AZ Morning with a Star IFAPAC Event 9 12:30 Scottsdale Center for the Arts EMERALD LEVEL: John Driscoll & Co., Inc. SAPPHIRE LEVEL: Principal Financial Group Strategic Wealth Associates SUPPORTING SPONSOR: Highland Capital Brokerage Our Novembe- Meeting Panel On LTC

6 B a c k P a g e S t o r y H e a d l i n e 6 THE VA LLEY A DVISOR D ecem ber LUTC Classes Sponsored by NAIFA- Phoenix We re on the Web! Prospect or Perish LUTC class is now in WE GRATEFULLY ACKNOWLEDGE OUR ANNUAL SPONSORS: WE GRATEFULLY ACKNOWLEDGE OUR ANNUAL SPONSORS: DIAMOND LEVEL: The Dollarhide Financial Group, LLC/MassMutual Lovitt & Touche, Inc. Northwestern Mutual EMERALD LEVEL: John Driscoll & Co., Inc. SAPPHIRE LEVEL: Principal Financial Group index.shtm Strategic Wealth Associates SUPPORTING SPONSOR: Highland Capital Brokerage HAVE YOU CONTRIBUTED TO YOUR IFAPAC? HELP SUPPORT & PROTECT YOUR PROFESSION BY MAKING A CONTRIBUTION TODAY. CONTACT IFAPAC CHAIRMAN, BILL CASSIDY at TO CONTRIBUTE OR FOR MORE INFORMATION! Investor Level - $50 99 Century Level - $100 - $199 Ambassador Level - $200 - $299 Statesman Level - $300 - $499 Envoy Level - $500 - $999 Diplomat Level - $1,000 - $2,499 Emissary Level - $2,500 - $4,999 Caption describing picture or graphic. Capitol Level - $5,000 NAIFA's Political Action Committee is the top PAC in the insurance industry and ranks among the top one percent of all 3,700 PACs registered with the Federal Election Commission. In the last election cycle, the national IFAPAC and the 50 state IFAPACs contributed approximately $3 million to federal and state candidates and committees. The term Insurance and Financial Advisors Political Action Committee (IFAPAC) describes the PAC sponsored by NAIFA at the federal level and the PACs sponsored by each state association.

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8 8 THE VA LLEY A DVISOR Decem ber NAIFA-Phoenix 3030 E. Ocotilla Lane Phoenix, AZ naifaphx@cox.net progress, and be- We re on the Web! ANNUAL DUES $565 Includes Local, State and National Dues Regular Luncheons/Meals are included in the Membership Fee PROTECT YOUR LIVELIHOOD!

9 B a c k P a g e S t o r y H e a d l i n e 9 THE VA LLEY A DVISOR Decem ber NAIFA-Phoenix 3030 E. Ocotilla Lane Phoenix, AZ naifaphx@cox.net Phone: We re on the Web! Committed to Your Career? NAIFA MEMBERSHIP CAN IMPROVE YOUR BOTTOM LINE and PROTECT YOUR LIVELIHOOD! With 200,000 members and their associates nationwide, NAIFA is the largest financial services membership association in the United States. NAIFA is a federation of 700 state and local association all striving for the same common goal: to protect your livelihood and your clients' financial security. Join today and get the power of NAIFA behind you! Connections That Count: Just as you connect your clients to the services they need, NAIFA connects you to the resources you need to be successful. We are your voice on Capitol Hill and in your backyard, fighting for a positive legislative and regulatory environment for insurance and financial professionals. We provide education and networking opportunities that help your business grow. NAIFA communications in print and online enhance your understanding of the industry. or call TO NAIFA ( ) WELCOME NEW & REIMSTATED MEMBERS! New England Financial Stan Waldrop, LUTCF Rob Lester, CLU, ChFC, CLTC GOT CHANGES? Please report any Business or Personal Address, Phone, Fax and changes by ing Betty Hartnett at naifaphx@cox.net Or calling: Or faxing: Announcement: The SFSP of Greater Of Phoenix is sponsoring a live CE Event for its members. What: CE Course- Life Insurance as an Alternative Asset Class and Split Dollar Alternatives to 409A Plans Attendees will receive 2 Credit Hours toward their AZ Insurance License, Brad Burr, CFP CFP, CLU, CHFC, CRPC, or CPE What a great meeting we had for our Holiday function. The venue was exceptional being that w the men s grill looking When: over the Tuesday, golf course. December As always 11th, the 2012 food from was 2-4PM delicious the networking wa seeing some members that have not been around for some time. The Scottsdale Christian Chora very inspiring and Who: put us SFSP all in and the NAIFA mood for members the Holidays. are free all others are $10. What a special member we have in Loren Grone, and I would ask that all of you say some specia Where: Lincoln Financial Advisors Regional Planning Office for him over this Holiday season. Loren is a fighter and is going through some medical issues tha Caption describing 4900 picture or N graphic. Scottsdale Rd. Suite 3700 us would like to be going through. In the midst of that he sent in a letter about membership into Scottsdale AZ organization that he feels so passionate about. What an other oriented individual he is to be wo Just West of Scottsdale Road on Chaparral Road in the Roaring Fork complex. about our Chapter when he is fighting for his life. Following is an excerpt of his letter to Betty ap for not being able to attend the meeting. How: RSVP Adam Mosbach at or adam.mosbach@lfg.com One thing of importance in my opinion is that in each to th membership it would be good for you to encourage all members t think about bringing new PROSPECTIVE members to the meeting. could list the advantages of the membership listing about 10 advantages in numerical order. Many members do not think abou

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11 11 THE VA LLEY A DVISOR D ecem ber NAIFA-Phoenix IFAPAC Contributors 1/1/12 10/31/12 Diplomat Phillip C. Richards Envoy Monica J. Lawfield Ben B. Miller Linda R. Patent Statesman Jack G. Alspaugh Elayne M. Jackson Marvin D. Loos Ambassador Ward T. Bell Yvonne J. Knaack Allen L. Rothman Century Daniel Anstett, Jr. Maryglenn K. Boals Bradley B. Burr Robert T. Castellani Scott P. Craddock Carrie L. Hall Ed Kaplan Peter R. Kolesar David R. Kroll Wesley J. Stahler Investor Heather A. Ladd Daniel R. Miller Paul M. Sabol Steven J. Schneider

12 12 THE VA LLEY A DVISOR D ecem ber NAIFA-Phoenix IFAPAC Contributors 2011 Diplomat Phillip C. Richards Envoy Monica J. Lawfield Linda R. Patent Statesman Jack G. Alspaugh William B. Cassidy Elayne M. Jackson Marvin D. Loos Ambassador John F. Glass Yvonne J. Knaack Allen L. Rothman Century Daniel Anstett, Jr. Jeffrey S. Barbanell Bradley B. Burr Scott P. Craddock Jan M. Doughty Gerald Eagleston George A. Grimes Carrie L. Hall Ed Kaplan Barry A. McBride Daniel R. Miller Adam H. Mosbach Stanley J. Pelcher Marshall C. Roberts Wesley W. Stahler Investor Susan Carlson Heather A. Ladd Paul M. Sabol

13 13 THE VA LLEY A DVISOR D ecem ber D O Y O U N E E D E R R O R S & O M M I S S I O N I N S U R A N C E? Check out the great deal offered through NAIFA-CALSURANCE by clicking on the link below: