In this issue

Upcoming Events

Fall State CE Day VideoTeleconference


October 05, 2017
9:00 AM - 5:00 PM

Earn up to 7 hours of CE! -

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November 2017 Membership Luncheon


November 07, 2017
11:00 AM - 1:00 PM

Stay tuned for more information.

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January 2018 Membership Luncheon


January 18, 2018
11:00 AM - 1:00 PM

Stay tuned for more information.

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2018 NAIFA-Nebraska Legislative Day


February 14, 2018
8:00 AM - 1:00 PM

Save the Date for the 2018 Legislative Day in Lincoln

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2018 Awards Dinner

March 08, 2018
5:30 PM - 8:00 PM

Stay tuned for more information.

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Spring State CE Day Videoconferences


March 14, 2018
9:00 AM - 4:00 PM

Earn up to 6 hours of CE during the State CE Day!

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2018 Insurance Leaders Forum

May 17, 2018 8:00 AM to May 18, 2018 12:00 PM

Save the Date

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Newsletter

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January 2017  

Masthead

January, 2017

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President's Report

A Message from NAIFA-Omaha President Todd Gaswick

Happy New Year, NAIFA-Omaha!

I hope you all had a blessed and safe holiday season.  This is my first and long overdue letter to the membership.  No excuses – every time I thought about writing a letter something would come up and distract me.  Sort of like the time management concept of focusing on one specific task until it is complete and just when you are in the middle of the task….”SQUIRREL!” and you’re off target and on a tangent.

I hope you share my excitement for 2017.  Each new year brings with it a renewal of effort.  I’m not a resolution kind of person, but I do believe in an annual business plan and I’ve been working hard refining mine for 2017.  I hope this finds all of you doing the same as you start the new year.

I want to thank all of you for your support and participation in 2016.  I hope you are excited for what we are going to bring to you in 2017 and I ask that you plan on attending as many if not all the events we are offering.  Two events I specifically want to mention are our first membership meeting of the year, and this year’s Insurance Leaders Forum. 

Our first meeting is on 19 January and our guest speaker is Roger Seip. He is who I stole the “squirrel” reference from.  He will be entertaining, but you will walk away with productive ideas that will help your business and everyday work flow and productivity. 

You may recall last year’s Forum was held in Kearney.  We are back in Omaha this year at the La Vista Embassy Suites.  Here is the teaser – Dr Tom Osborne will conduct a 3-hour insurance ethics class Thursday afternoon, APril 20.  And our main platform speaker Friday morning is Alex Sheen.  Alex is the founder of the organization “Because I said I would” and he spoke at the NAIFA national conference in September.  One of the most inspirational speakers I’ve heard and I’ve heard many through my military career. 

As you plan for 2017, I do ask that you continue your support for NAIFA; or, if appropriate, to recommit to your NAIFA organization.  We just came out of the most bruising yet interesting election of my lifetime.  We are likely to see many changes in this coming year – some perhaps expected, but some perhaps not.  How will these changes affect our industry, your business, and most importantly, our clients?  We must remain vigilant and guard against any and all changes that could negatively affect all of us.  That is why I want to thank you for your membership.  If you haven’t done so, please make the NAIFA mission part of your own mission statement.  And, if you know anyone in the business that is not a member of their professional association, please ask them to attend one our upcoming meetings.

Once again – Happy New Year.  Here’s to making a 2017 a masterpiece!

Todd A Gaswick

NAIFA-Omaha President 2016-17

 

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Meeting Reminder

Professional Development Luncheon Thursday, January 19

Join us as we welcome Best Selling Author Roger Seip to Omaha!  

NAIFA-Omaha and our friends with the Omaha Society of Financial Service Professionals are teaming up for a great double-header on Thursday, January 19th at Champions Run Country Club.

The main event will be our Professional Development Luncheon featuring Train Your Brain for Success author, Roger Seip.

This meeting is sponsored by
 

You're invited to stay for a special Social Security Timing CE program and happy hour immediately following the NAIFA Luncheon. 
1:30 - 3:30 PM - CE Program
3:30 - 5:00 PM - Cocktails and Networking
This in depth course will review how blending withdrawals from IRA, Roth IRA, Non-Qualified accounts and Social Security can reduce taxes and increase portfolio longevity and estate values. Participants will learn:

  • Why retirement income decisions should be based on a client’s Effective Marginal Rate, not their tax bracket
  • How this perspective adds significant value to client plans
  • How Social Security, Non-Qualified, Qualified and Roth withdrawals can be structured to deliver better outcomes
  • Why advisors will need to work with other professionals to implement these strategies

 

The program will provide 2 hours of CE for NE and IA Life Insurance, CFP, Legal, Accounting and PACE (pending approvals).

NAIFA members can attend the CE program for a discounted rate of $25 (FREE for those who are also Society of FSP members). The price for non-members is $50. 

Click here to register for one or both programs online -- or contact NAIFA-Omaha Executive VP Joe Pittman at naifa@cam-omaha.com or 402-397-0280.

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Calendar of Events

Mark your calendar for these great events!

  • February 14 – NAIFA-Nebraska CE Day (up to six hours of CE)
  • February 24 – Bowling Event (with CE program prior) at The Mark
  • March 7 – NAIFA-Nebraska Legislative Day in Lincoln
  • March 30 – Awards Banquet at Champions Run CC
  • April 20-21  -- Statewide Insurance Leaders Forum, LaVista Embassy Suites
  • May 18 – Professional Development Luncheon at Champions Run CC
  • May 23-24 – NAIFA Congressional Conference in Washington, DC
  • Spring TBA – NAIFA Night at the Creighton BlueJays Baseball
  • June 8 – Golf Outing (with 2 Hours of CE) at Tiburon

 

Watch your mail and e-mail for more information coming soon!

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Welcome New Members

Thanks to the following individuals who joined (or in some cases, re-joined) NAIFA-Omaha since July 1, 2016.  

First Name Last Name Company Name
Linda Birge Linda Birge Agency
Andrea Booze AB Financial Strategies
Christopher Bruns Prudential Advisors
Clay Caligur WoodmenLife
Jerome Christiansen Prudential Advisors
John Coonfare Prudential Advisors
Vicki Deloske Prudential Advisors
Jodie Enenbach-Moreno Enenbach Insurance Agency
Ginny Fallon Prudential Financial
Eric Faurote Greatplanes
Robert Forrest Prudential Advisors
Scott Gracey AAA Life
Alan Hauschild Heritage Financial Services
John Haver Senior Market Sales, Inc.
Daniel Kershaw State Farm
Michael Loftin AAA Life
Marie Manz  
Larry Masilko New York Life
Justin Morehead Capital Foundations Group
Rudy Partida Team Rudy Insurance
Michael Powers Prudential Advisors
Renee Reding State Farm
Matthew Ryder Prudential Advisors
Joni Schultz American Family Life Insurance Company
Julie Shald Prudential Advisors
Nate Stevens AXA Advisors, LLC
Alexander Thacker Prudential Advisors
Stephanie Vedral OCI Services
Phillip Vogel Vogel Fin. Services, LLC
Adam Welch EnTrust Settlements, LLC
Josh Wilcox Ameritas Financial Center

 

It's great to have all of you on board as NAIFA members!

 

 

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