EAST VALLEY NEWS. Breakfast Meeting Thurs., Sept. 12, :30 am. PERZOLA (Rotunda) Room - 7:30 AM. PROGRAM To Be Announced

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1 EAST VALLEY NEWS SUMMER 2013 NAIFA-EAST VALLEY ALSO FIND NAIFA - EAST VALLEY ON LINKEDIN GROUPS Breakfast Meeting Thurs., Sept. 12, :30 am Meeting Location: Dobson Ranch Inn, 1666 Dobson Ranch Rd., Mesa, - 7:30 am, in the PERZOLA (Rotunda) Room - 7:30 AM PROGRAM To Be Announced Congratulations to our Officers, Directors and Chairmen: Joe Morris, CLU, ChFC, President; Vandy Ford, Secretary/Treasurer; Michael Klein, CFP, MBA, Immediate Past President; Lars Hansen, LUTCF, National Committee Chairman; Directors Dale Chittenden, Andy Dzurinko, CLU, ChFC, Dan Ferrin, FICF, Rob Heller, CLTC, LUTCF, ChFC, Donna Kohlhase, CLU, ChFC, CASL, Ashley Allen THANK YOU TO OUR SPONSORS! M. G. Peterson Consulting, PLC, CPAs Pinnacle Restoration State Farm Hoopes, Adams & Alexander, PLC EMSI Arizona Kevin Jensen The Chittendens

2 Page 2 NAIFA East Valley thanks Michael Klein for his service as President during this past year!! Thank you to our May Speaker, Susan Carlson, IPG DO YOU NEED ERRORS & OMMISIONS INSURANCE? Check out the great deal offered by NAIFA/ CalSurance by going to the link below!

3 Page 3 CALENDAR OF EVENTS Future Meeting Dates Sept. 12, 2013 Speaker, TBA Dobson Ranch Inn Breakfast Meeting 7:30 am October 10, 2013 November 14, 2013 December 12, 2013 January 9, 2014 February 13, 2014 March 13, 2014 April 10, 2014 May 8, 2014 Welcome New Members! Rick Aussprung Thrivent Brenda Hamer, Thrivent Jeffrey Rodemeyer Thrivent Arthur Gordillo, CLU, RHU Byron Russell, FIC Modern Woodmen of America At NAIFA-East Valley WE CARE!

4 Page 4 New Continuing Education (CE) Bill in Arizona Adds a new CE requirement as a condition for renewal of all resident insurance producer licenses that are renewed on or after January 1, Requires that a resident licensee applying for renewal shall have completed 48 credit hours of approved CE, including 6 hours of ethics training, during the 48 month license period preceding the renewal. (The first time any resident licensee would need to file a certificate of compliance with a renewal application would be on or after January 1, 2018). Amends the CE requirements applicable to renewal by a resident insurance producer licensee holding a non-resident license in another state, and by a non-resident insurance producer licensee. For renewal of a resident insurance producer license issued or last renewed prior to January 1, 2014, preserves the CE requirements under current law that are applicable to a resident insurance producer licensee holding a nonresident insurance producer license in another state. Requires a non-resident insurance producer licensee applying for renewal to comply with the same Arizona CE requirements as a resident if the non-resident s home state does not require CE. Eliminates the exemption from Arizona CE requirements applicable to a non-resident insurance producer licensee applying for renewal whose home state does not require CE.

5 Page 5 NAIFA-East Valley NQA Awards Life and Annuities Mark Rowley 14 Years Chet Jaehnig, FIC, MDRT 10 Years Jeffrey Kolzow, FICF, FIC 9 Years Joseph Morris 4 Years Matthew Klandrud, FIC 3 Years Sam Kasper 1 Year Multiline Julie Jakubek 7 Years Mark Pinter 6 Years Financial Advising and Investments Wendy Feldman, CLU, ChFC, CASL 13 Years Thomas Hubbard, CLU, ChFC, CFP 1 Year

6 Page 6 OFFICERS Joe Morris, CLU, ChFC, President Northwestern Mutual/The AZ Group 2121 W. Chandler Blvd., Ste 108 Chandler, AZ Vandy Ford, Secretary/Treasurer State Farm Insurance Co 6938 E. Parkway Norte, #2 Mesa, AZ Michael Klein, CFP, MBA, Immediate Past President & Membership Co-Chair Klein Insurance 4824 E. Baseline Rd., Ste 135 Mesa, 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 Dale Chittenden, Director & IFAPAC Chair The Chittenden Group 3821 E. Indian School Phoenix, AZ Andy Dzurinko, CLU, ChFC, Director & Advertising & Sponsorship Chair American United Life 2177 E. Warner Rd., Ste 102 Tempe, AZ Dan Ferrin, FICF Director & Membership Co-Chair Modern Woodmen of America 3707 E. Southern Ave., #2034 Mesa, AZ Rob Heller, CLTC, LUTCF, ChFC Director & Programs & Prof. Development Chair Met Life 60 E. Rio Salado Pkwy, Ste 61 Tempe, AZ Ashley Allen, Community Service Chair Penn Mutual Life Ins. Co S. Gilbert Rd., Ste 100 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! CE TIPS Use inexpensive CE Options that can be found online; i.e., Webce.com If you are planning to Acquire a designation Like CLU, LUTCF, CFP, Use the courses as CE! At NAIFA-East Valley WE CARE!

7 EAST VALLEY NEWS SUMMER, 2013 Page 7 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?

8 EAST VALLEY NEWS SUMMER, 2013 Page 8 HAVE YOU CONTRIBUTED TO YOUR IFAPAC? WE ASK ALL MEMEBERS TO CONTRIBUTE A MINIMUM OF $ HELP SUPPORT & PROTECT YOUR PROFESSION BY MAKING A CONTRIBUTION TODAY. CONTACT IFAPAC CHAIRMAN, DALE CHITTENDEN 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 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.

9 Page 9 OUR SPONSORS We THANK you for your support!

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13 Page 13 OUR ADVERTISERS We THANK you for your support!

14 Page 14 * Family Owned * Se Habla Espanol * 10+ Years in Business * Experienced Installers * Home and Auto Glass * Chip Repair Warranty When Quality Matters Most

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