Naifa Arizona General Membership Meeting

September 26, 2019
‘Main Event’ Venue, 8545 S. Emerald Drive, Tempe, AZ 85284
2:30 p.m Registration/Program 3:00-5:30 p.m./Bowling 6:00-7:00 p.m.

One Hour CE Credit:
‘Reverse Mortgage Part of a Comprehensive Financial Plan‘ – this session, presented by Stephen J. Resch, will provide a basic understanding of how a reverse mortgage can turn home equity into liquidity, converting what would otherwise be a dormant asset class into a key component within a comprehensive financial plan.

‘Invent’ Your Way to Greater Sales!
With more than 35 years experience in the Marketing-Driven Toy/Game Industry, Michael Caffrey has learned that Engaging Products, with Innovative Marketing Programs and a ‘dash of Luck’ are always keys to success. Those same lessons are being put into practice as he builds his Financial Services Center.

Scott Nasca, LUTCF, Member of the Million Dollar Round Table, will share ideas on How to Excel.

Jane Ceasor – “Pride in Promises”, will share sales ideas, relating to your story, your ‘why’ and the magic of insurance

Don’t worry—after a program that will keep you excited about your business, we hope you will stay for some Bowling Fun! Teams will be created mixing Young Advisors with Experienced Advisors – where you can network, share and enjoy each other’s company. See all details on registration form.Note: Meeting Program requires no fee; however, after program bowling is $20.00 – CASH only (includes shoes & lane fees); remaining to support and cheer your team on, without bowling, is $10.00 – CASH only. Both Fees (will be collected day of event) and both include pizza and beverage. Additional food and drink purchases would be ‘personal’. Dress is casual.

Make your reservation now!

Stephen J. Resch, VP Retirement Strategies, Finance of America Reverse

As VP of Retirement Strategies at Finance of America Reverse, Steve leads the education and training programs for financial professionals about the role of home equity and reverse mortgages within a comprehensive financial plan. Steve’s career in financial services spans over 30 years, first as a fixed income analyst, and for the past 25 years as a partner in a wealth management firm. Throughout his career, he has incorporated strategies to protect and grow client assets by managing risks.

When introduced to reverse mortgages in the early 2000’s, Steve realized that these were not just loans, but rather an opportunity to add home equity to the financial planning process, providing further safeguards for his clients to ensure their financial longevity. Since that time he has helped hundreds of financial advisors do the same for their clients.

Steve is a subject expert source and a frequent speaker at both national and regional professional conferences and has been quoted in Kiplinger’s Personal Finance, The Street.com, and other publications.

Mike Caffrey

Bio – Michael was raised in Tucson AZ.  He was recruited by Duncan Toys as their youngest Touring Yo-Yo Professional at 18.  Michael created Yo-Yo Crazes in Cities from San Francisco to NYC and more than a dozen cities in-between.  Later, while enrolled in the Univ. of AZ’s Business Program, he invented and patented the world’s first “Smart Yo-Yo” (containing a centrifugal clutch) it is referred to as “The Brain.”  When Toy-Agents couldn’t place the item with a Manufacturer, Michael founded Yomega Corp. in 1985.  Yomega quickly became the largest Yo-Yo Manufacturer in the World.

Michael has also worked with some of the biggest Game Companies.  As a Product Manager for Milton Bradley, he launched two or three new TV-promoted games every year, but it was while working as Sr. VP of Marketing for “ScreenLife” that Michael helped launched the game “Scene It?” in 2003 and by 2005 – it became “Toy Industry – Game of the Year”.

Michael retired from the Toy/Game Industry while he was in his late-forties, but after a few years, boredom set in.  He launched a successful career in the Insurance/Financial Industry.  AFLAC provided Michael an opportunity to meet business owners all over Southern AZ.  He topped the lists for “New Groups Opened in 2014, 2015 and 2016.”  Most recently, he joined forces with MassMutual where he acts as a Financial Advisor – who can throw a Spin Top, a Frisbee or a Yo-Yo!

Synopsis of Presentation – “Invent” Your Way to Greater Sales!

With more than 35 years’ experience in the Marketing-Driven Toy/Game Industry – Michael Caffrey has learned that Engaging Products, with Innovative Marketing Programs and a “dash of Luck” are always keys to success.

Those same lessons are being put into practice as he builds his Financial Services Career with MassMutual and AFLAC.

Scott Nasca

Scott has been a financial representative with COUNTRY Financial® for over 30 years. He continues to work with his clients to help them prepare for their future, including insurance and financial services. He prides himself on working hard to provide the best possible service to his clients. Being able to help people is a central part of his life and he is happy that can be of service to not only his clients but also his community. He enjoys meeting new people and building one-on-one relationships. Open and honest discussions are an easy way for his clients and Scott to connect and ultimately, help them secure their financial security goals.

He is the past president of NAIFA- Tucson (2001-2002), a current member of the Million Dollar Round Table (MDRT), is the current president of Portable Practical Educational Preparation (PPEP) foundation board. He is active in his community by sponsoring events like Leaps for Lives Annual Showcase, Southern Arizona Law Enforcement Foundation Back to School Safety & Health Fair, and the Humane Society of Southern Arizona Puttin’ on the Dog Gala.

Jane Ceasor

Jane Ceasor is a third-generation Arizonan celebrating her 37^th year in the financial services industry and the family company, CEASOR INSURANCE CONSULTANTS INC, is celebrating 61 years…founded as an Agency in Scottsdale in 1958 by Jane’s father, Henry.

Jane and the family company has helped numbers of families, businesses and retirees in Arizona and nationwide, to create legacies and to protect millions of dollars in assets through Life Insurance, Annuities and Long Term Care planning.  Her dedication to this career, to her relationships with her clients and to the promises kept by our industry are hallmarks of Jane’s practice and were instilled at a very young age.   NAIFA membership is greatly valued by Jane – even more so, after these many years of her career as a continual and enriching enhancement.  She speaks to many groups and associations as well as teaches courses for Rio Salado College and Grand Learning.

Jane is active in the community and has served on the Board of BENEVILLA

(formerly INTERFAITH SERVICES), was a founding member of the ARIZONA

LONG TERM CARE FORUM, and is presently serving on the Board of SUN HEALTH FOUNDATION.

She lives in the foothills of the desert and avidly enjoys hiking, biking, tennis, golf, travel, cooking, art, wine, life with her partner…family, friends and German Shepherd, Frida.

Non-profit passions include Southwest Center for HIV/AIDS, Parkinson’s Disease Foundation, Teen Lifeline, International Cancer Advocacy Network and others.

No Show Policy: Because this event includes food minimums, a ‘no show’ fee will be assessed to those who register to remain after the educational program either to bowl ($20.00) or to stay and ‘cheer’ ($10.00), but who do not do so.

‘By registering for, or attending or participating in, this program, you grant NAIFA and NAIFA-Arizona permission to use your likeness in photographs and video taken at the event in NAIFA and NAIFA-Arizona publications, websites, social media, and other materials, without payment, royalty, acknowledgment, or other consideration.’