NAIFA-AZ Association Representing Licensed Insurance Agents

Underwriting: Underutilized & Undervalued - One Hour CE Credit
2021-09-21 10:00 - 11:00 (America/Phoenix)
Never too late for education!
We’re making your ‘back-to-school’ as easy as ABC! Join us for this webinar on
September 21, 2021
10:00 a.m. – 11:00 a.m. (Arizona time)
No registration fee for NAIFA-Arizona members
Program qualifies for One Hour CE Credit
To register: click on the following link. After registering, you will receive a confirmation e-mail containing information about joining the webinar
https://allegisag.zoom.us/webinar/register/WN_X45rMCetRo2UxJ3hLzFLjw
“Underwriting: Underutilized & Undervalued”
This course will cover:
Types of Underwriting and go into Non-Medical, Financial Underwriting (Personal and Business Life Insurance), Medical Underwriting (Past and
Current History), and include case studies.
Carriers are not all the same. Important to understand each part of the underwriting and how each can
help your case in order to get your client the best offer possible.
Presenter: Barney Tanner
Barney is the National Brokerage Director of Allegis Advisor Group in South Jordan, Utah. He specializes in business-owned life insurance, retirement planning and impaired risk underwriting. Prior to beginning his career as an insurance professional, he spent over 10 years in the middle management of the finance and accounting field. He began his insurance career as an agent with New York Life. After five years, he shifted into the brokerage world, here he works with independent insurance agents/agencies! Barney earned his BS in Business Administration from the University of California and earned an MBA from the University of Phenix.
REGISTER

Coventry Virtual Executive Roundtable with Carroll Golden, Executive Director with NAIFA LECP, discussing life settlement trends
2021-09-23 14:00 - 15:00
What’s Driving Life Settlement Growth?

LECP WEBINAR SERIES

September 23, 2021, at 2 pm eastern

Carrol Golden
Featured Speakers:
Carroll Golden, CLU, ChFC, CLTC, CASL, LACP, FLMI, Executive Director, Limited and Extended Care Planning Center
Alan H. Buerger, Co-Founder and Executive Chairman, Coventry
Peter Hershon, CLU, ChFC, Sr. Vice President Account Services, Coventry
Patrick Cahill, CRPC, RICP, Head of Strategic Accounts, Coventry

Session Description:
The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us for a Virtual Executive Roundtable where we will examine current market trends in life settlements and how you can leverage this important financial tool.
Topics we will explore include:

The life settlement industry evolution and history.
How the marketplace is evolving, including new capital sources driving flexibility and higher payouts for your clients.
How firms are creating value for clients within the financial planning process particularly with healthcare and long-term care planning while driving new sources of revenue.
The latest laws and pending legislation that will impact your fiduciary responsibility.
Why more policy owners are open to selling their existing life insurance
How to identify life settlement opportunities in your client base and business growth plans.

REGISTER HERE
NAIFA LECP Coventry virtual executive roundtable invitation, Sept. 23rd @ 2 PM EST
Registration: https://lecp.naifa.org/life-settlement-growth

Photo by Yan Krukov from Pexels

Tax Reduction Strategies for the Insurance and Financial Professional
2021-10-15 09:30 - 12:00
We are very pleased to offer you this important virtual program!
Joint with NAIFA-Michigan and NAIFA-Montana
Presented by:
Bradford Tax Solutions

Friday, October 15, 2021
9:30 a.m. – 12:00 p.m. Arizona Time
Here are some important things you will learn:
(1) HOW to recoup the money you lost during COVID-19 : two
remarkable tax credits available to the self-employed for 2020 and
2021 – Sick Leave and Family Tax Credits.
(2) HOW TO deduct all of your FAMILY’s MEDICAL COSTS – even dental –
as a BUSINESS expense!
(3) HOW to safely qualify your Home Office for big tax deductions, even if
you spend most of your office time at a professional office – one of the most
important deductions this year.
(4) CHANGES to your 2021 vehicle deductions – The biggest improvement
in 60 years!
(5) HOW to POWER BOOST your tax deductions – Learn the best strategies
to get the most out of your new 2021 deductions!
While this program does not qualify for CE credit, after this seminar,
you will have what you need to bring to your tax accountant, so you
can keep more of your income this year and beyond!
REGISTER HERE
Download brochure NAIFA Arizona – 2021 Tax Laws – Virtual Program.

"Ethics" Course [In-Person] - 4 Hours Arizona CE Credit Robin Mueller, LUTCF - Back by popular demand!
2021-11-12 08:00 - 12:30
Friday, November 12, 2021
Robin C. Mueller, LUTCF
Registration: 8:00 a.m.
Program: 8:30 a.m. – 12:30 p.m.
Location:
16751 E. Glenbrook Boulevard
Fountain Hills, Arizona 85268
For NAIFA-Arizona Members ONLY!
In-Person Event – Limited to the first 45 Registrants
No Registration Fee – But MUST Register in Advance
“Ethics” Course – 4 Hours Arizona CE Credit
Robin Mueller, LUTCF – Back by popular demand!
Note: this Class was last presented in Arizona on November 1, 2017.
Disclosure: photos taken may be placed on NAIFA-Arizona Social Media platforms.
This class will begin with the question Why? Why an Ethics Class? Why the public leans negative when they hear the word “insurance”? Ethics stories will be shared. The class will move into a discussion of what good ethics is. Suitability will be defined and covered in depth. Case studies will be discussed.
REGISTER HERE

Robin entered insurance in 1979. He has been an agent, in-field management & in the home office. He is a past president of NAIFA-Wisconsin and received that association’s Distinguished Service Award. Robin has served as President of the Foundation for Insurance and Financial Education and has authored a number of educational programs for NAIFA National. Robin has frequently presented at NAIFA National conventions and has spoken at various other industry organizations including NAFIC and MDRT.
He has traveled throughout the country as a motivational speaker and entertainer. Some of his most requested topics are Ethics, Social Security Retirement & Taxation, MuliLine transitioning, Life Insurance Fact-Finding, and Annuities.
Download the PDF brochure here NAIFA Arizona CE In-Person Event – November 2021

Vanessa Bucklin Presents The Penultimate Step Webinar
2021-11-16 11:00 - 12:00
Vanessa Bucklin, MBA, CLU
Agent & Author
Vanessa Bucklin is an advisor based in Conrad, Montana that has built her flourishing practice using a three-pronged approach of trust in self, trust in the process of building relationships, and trust in paying it forward.
She began her career at the age of 35 when she obtained her P & C license and opened an independent agency. She soon obtained her life and health
license and joined New York Life. Since 2013, Vanessa has been a qualifying member of the Million Dollar Round Table. She received her CLU designation in 2018.
Author of the book, “The Penultimate Step”, Vanessa will share the many steps in her life – seizing opportunities, searching
and driving for answers, and reacting and responding positively to circumstances – understanding there are many twists and turns in life and that the greatest treasures are not found just at the finish line, but rather all along the way.
While this program does not qualify for AZ CE Credit, you will be inspired by Vanessa to: Trust in Yourself, Trust in the Process and Trust in the Industry.
November 16, 2021
Time: 11:00 a.m. – Noon
Please Register Using Following Link:
https://us06web.zoom.us/webinar/register/WN_50qxGI0xTY-ar3rHsgyC1w
After registering, you will receive a confirmation email containing information about joining the webinar.
Download PDF brochure here: NAIFA Arizona Fall Webinar Program.

Getting Better Every Day Through the Coach Approach" and "The Power of Words in Life & Business".
2022-01-13 11:00 - 12:00
HAPPY NEW YEAR – HAPPY NEW YOU
Join us on Thursday, January 13, 2022 for the first virtual event of 2022 with Guest Speaker, Doug Moffat. Doug’s topic is “Getting Better Every Day
Through the Coach Approach” and “The Power of Words in Life & Business”. There is no registration fee.
January 13, 2022 – Arizona time: 11:00 a.m. – Noon (1:00 p.m.-2:00 p.m. EST)
Register in advance for this program by clicking on the following link:
https://us02web.zoom.us/meeting/register/tZMocuGrqz4iHdbYCmce0LSUhip3sQenjcEE
After registering, you will receive a confirmation e-mail containing information about joining the meeting.

Doug Moffat graduated from Lake Forest College with a double major in Business & Sociology, and honed his professional skills as a Financial Advisor for 20 years at Northwestern Mutual from 1997 to 2017 and has been a member of NAIFA-Michigan for 22 years. Doug started The Moffat Group, Inc. in 2018, which provides Leadership Coaching, Meeting Facilitation, Speaking and Insurance Coaching. How coachable are you? How is your mental, physical and spiritual health today? How much do you truly want to improve on a daily basis? These are all questions producer and Coach Doug Moffat will discuss as he shares observations and learnings from his 24-year career to help you tap into your greatness and unleash your potential!
The program is joint with NAIFA-Michigan and does not qualify for Continuing Education Credit.
Download brochure here NAIFA Arizona January 2022 Brochure.

The Secondary Market for Life Insurance: Current Trends, New Applications
2022-02-17 09:00 - 10:00
Thursday, February 17, 2022 – 9:00 a.m. Arizona Time (11:00 a.m. EST)
The Secondary Market for Life Insurance: Current Trends, New Applications
Click on the following link to register – confirmation will come from Coventry:
https://coventry-ec.webex.com/coventry-ec/onstage/g.php?MTID=e794165096d98e7ca29603d92a4a34400
Presenter: Peter M. Hershon
Peter Hershon is a Senior Vice President, Account Services for Coventry. With more than 15 years of combined experience in life settlements and life insurance, Mr. Hershon heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution. He is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Financial Consultant and Chartered Life Underwriter designations, Series 7, and Series 63 licenses.
Course Description:
This course examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement), and settlements for smaller face policies, using several case examples to illustrate the concepts being presented. In addition, the seminar will discuss factors that determine a policy’s value and strategies for educating others about the opportunities
presented by the market.
The course qualifies for one hour of Arizona Continuing Education Credit.
NAIFA-Arizona Exclusive – no registration fee for members.
To download a PDF brochure click: NAIFA Arizona February 2022 CE webinar2.pdf

Insightful Learning
2022-03-25 08:30 - 12:00
WELCOMEBack
March 25, 20228:30 a.m. Registration9:00 a.m. – Noon – Program
Location:Finance of America16427 N. Scottsdale Road #210Scottsdale, Arizona 85254
No Registration Fee for NAIFA-Arizonamembers.
NAIFA-Arizona is pleased to offer thisprogram featuring:
Robin Mueller – Entered the Insurance industry in1979. He has been an agent, in-field managementand in-home office. Has served three years asPresident of the Foundation for Insurance andFinancial Education; authored educational programsfor MultiLine Transitioning, and Ethics and is afrequent presenter for NAIFA & MDRT.
MDRT Hour Panelists:Steve Goucher – U of A graduate; joined FarmBureau Financial Services in 1995. Licensed agentsince 1977. Registered Representative since 1996;Financial Advisor since 2008. Member MDRT.Vincente Iniguez – New York Life – Court of theTable, Qualifying Member – 5+ years licensedinsurance professional. Helping his clients find‘Solutions to fit their needs – Protecting what mattersmost, today and always.”
Barry McBride, CLU – Sun Cornerstone Group –MDRT 31 years – Top of the Table, Qualifying and LifeMember
Note: Photos taken at event may be used in Social Media Platforms
Jim Shorten“Challenge, Focus, Perseverance, Outcome’Come and meet Jim – whose military careerspanned 20 years and included the US Navy, US ArmySpecial Forces (Green Berets), 5th Special Forces, MACVSOG for Black Operations, 12th Special Forces Army Reserves, Underwater Operations Team, the USAF 129th Aerospace Rescue and Recovery Service, Pararescue Team, Hoist Mission Specialist and participant on several expeditions to Cambodia/Laos to find and return items to family members in the United States. Learn how to succeed from a man who has conquered multiple challenges!

Register

The Truth Behind Long Term Group Disability
2022-04-28 09:00 - 10:00
Date: April 28, 2022
Time: 9:00 a.m. – 10:00 a.m.
Webinar: No Fee for NAIFA-Arizona Members

This one-hour intermediate course will take you through a case study to educate you on the inherent gaps and shortfalls of most group long-term disability plans; emphasizing the possible negative impacts this can have on your clients. Learn how to identify these shortcomings and how to communicate them to your clients.
Presenter: Travis Christy
Presenter: Travis Christy
Travis Christy is the MidWest/Western Regional DI Manager for the Guardian Life Insurance Company of America. He has been with Guardian for 13 years and has worked as a career agent, as well as a Disability Income Specialist. He began his career in Albuquerque, NM where he ran the University of New Mexico School of MD Residency Disability Insurance Conversion Program. He travels the Midwest and the Western United States speaking to agents about the importance of protecting clients’ income. Prior to working in insurance, Travis worked as a meteorologist for NBC, CBS, and Fox.
REGISTER

2022 Congressional Conference
2022-05-23 08:00 - 2022-05-24 17:00
Congressional Conference is the annual fly-in to Washington, D.C. The event includes sessions with current legislators, updates from NAIFA Government Relations. and key insights from policy analysts. The event also entails pre-arranged meetings for members with their legislators.
Dates: May 23-24, 2022
Format: Face-to-Face, Washington, D.C.
REGISTER
Travel Stipends: The first 300 NAIFA members who register to attend the NAIFA Congressional Conference (May 24-25, 2022) and meet the eligibility requirements will receive a $350 travel stipend. NAIFA members who register after the first 300 can opt to be placed on a waiting list, and registrants will be rolled into the first 300 eligible for reimbursements in the order they were received as cancellations occur.
Travel Stipend Eligibility Requirements: To be eligible for the $300 stipend, you must:

Be a current NAIFA member as of May 24, 2022;
Actually, attend the Congressional Conference;
Have paid your $100 registration fee;
Stay at the official Conference hotel (unless your residence or principal place of business is in the immediate Washington, DC area); and
Submit a debriefing form, which summarizes each meeting you attended with a member of Congress, or your passport visits.

Day on the Hill Visits: We will make every effort to coordinate Capitol Hills visits for all. However, availability may be limited. If we are unable to schedule meetings with your legislators, other Hill programming will be provided for you.
Cancellation Policy: Cancellations can be made by emailing NAIFA Member Support or calling 877-866-2432. Registrants will be issued a full refund if their cancellations are made through May 9th, 2022. Cancellations made after May 9, 2022 will not receive a refund. NAIFA will only issue refunds for conference registration fees for registrants and guests. NAIFA assumes no responsibility for expenses or fees incurred for cancelled airline tickets, hotel accommodations, or other travel related expenses. If you are eligible for travel expense reimbursement as one of the first 300 registrants, and cancel your registration, you will not be reimbursed for any otherwise covered expenses. If you are eligible for a travel stipend as one of the first 300 registrants and cancel your registration, you will forfeit your place in the queue for the stipend if you find that you are again eligible and wish to re-register. Please ensure you are certain when you cancel your registration, as all cancellations are final.
Please click here to read NAIFA’s Acknowledgement of Personal Responsibility for Meeting Attendance. Please review and accept this agreement prior to registering for the event.

NAIFA'S 7TH ANNUAL DIVERSITY SYMPOSIUM
2022-05-23 09:00 - 12:00
About the Symposium
The first Diversity Symposium was held in May 2017. Since that time, NAIFA has hosted at least one symposium each year.
Even during the pandemic, the Diversity Symposium took on a virtual format. The initial purpose of the symposium was to provide participants with a forum to discuss strategies for creating and promoting diversity in the financial services industry. The program also serves as a resource for insurance and financial professionals in NAIFA’s mission to provide financial security for all Americans.
The symposia have featured notable keynotes from industry professionals, DEI experts, and panel discussions featuring our members and advocacy partners. NAIFA is thrilled to come back to an in-person symposium in May 2022 in Washington, D.C.
Support the Symposium
Interested in supporting NAIFA’s work and showcasing your organization’s thought leadership in this area?
DOWNLOAD THE SPONSOR PROSPECTUS
Attend the Symposium
May 23, 2022 | 9 am – 12 pm
Marriott Renaissance DC Downtown
999 9th St NW
Washington, DC 20001
REGISTER TO ATTEND
The symposium will be held the morning prior to NAIFA’s Congressional Conference. Attendees are encouraged to attend both events. The Congressional Conference begins at 1 pm.

The One Page Intergenerational Business & Marketing Plan - Webinar
2022-05-25 09:00 - 10:00
May 25, 2022 – 9:00 a.m. – 10:00 a.m. (Arizona time) Webinar
Qualifies for One Hour Arizona CE Credit
No fee for NAIFA-Arizona Members
REGISTER
‘The One Page Intergenerational Business & Marketing Plan’ Achieving Success in any economy requires developing a written plan to define where the business is going and how the business is going to get there. And learn how to develop meaningful relationships with your client’s adult children to help them understand the value of Multigenerational Risk Management and Investment Planning.

Click link to Register

https://attendee.gotowebinar.com/register/980746102838663949
DOWNLOAD a PDF brochure: NAIFA Arizona May CE Webinar

ADVANCED PRACTICE SYMPOSIUM - Scottsdale, AZ
2022-06-09 13:00 - 17:00 | The Scott Resort & Spa
June 9th, 2022 | 1-5 pm
The Scott Resort & Spa | Scottsdale, Arizona
About
June 9th, 2022 | 1-5 pm
The Scott Resort & Spa | Scottsdale, Arizona
Learn more & register:
theapcenter.org
Featured Speakers

Mark Massey (Vice President, SMA Services, Inc.) is one of the most experienced retirement-planning representatives in the country with more than 30 years in the financial and insurance industry. Prior to accepting this position, Massey served as the National Vice President of Retirement Plans for United Wealth Advisors Group, LLC.

Steve Broadbent’s (Sr. Vice President – Retirement, Fulcrum Partners) skill in analyzing and collaborating on the design, funding, and security of nonqualified benefit programs for publicly traded or large, privately held corporations is always in high demand. At Fulcrum Partners, he works attentively with each client, carefully designing effective benefits programs to enable organizations to attract and retain key executive talent while building shareholder value. Broadbent has 23 years of targeted financial industry experience and 11 years with AT&T, of which six were spent as Sales Vice President in Los Angeles. After 22 years of U.S. Navy service, he retired with the rank of commander.

Sam Robert (Vice President – Retirement, Fulcrum Partners) has more than 20 years of financial services experience, much of which has been focused exclusively on executive benefits and nonqualified deferred compensation plans. With comprehensive knowledge of creative plan design and a deep commitment to attentive client care, Robert builds trusted, long-term relationships with clients.

Andrew Rinn JD, CFP, CLU, ChFC (Vice President Advanced Markets & Competition and Case Design, Ameritas) leads a group of credentialed individuals that specializes in placing estate-, business-, and retirement-planning cases. His own expertise includes wealth preservation, estate planning, business planning, and executive benefits. He consults with insurance professionals and clients’ tax advisors when appropriate to facilitate sales opportunities.
Venue:
The Scott Resort & Spa
4925 North Scottsdale Road
Scottsdale, Arizona 85251
Cost:
$69 for NAIFA & FSP Members
$99 for Non-Members
$650 per Agency
Take an additional 20% off with code: APC20
Schedule
1:00 – 1:30 pm: Registration Opens
1:30 – 2:30 pm: How, When, and Why to Present a Cash Balance Plan with Mark Massey, SMA Serrvices, Inc.
2:30 – 2:45 pm: Break
2:45 – 3:45 pm: Expanding Your Business Client Opportunities with Nonqualified Benefits with Steve Broadbent & Sam Robert, Fulcrum Partners
3:45 – 4:00 pm: Break
4:00 – 5:00 pm: Opportunities for Business Owners in 2022 & Beyond with Andrew Rinn, JD, CFP, CLU, ChFC, Ameritas
5:00 – 6:00 pm: Cocktail Reception
Register at:
theapcenter.org
NAIFA and the Society of FSP bring together leading thought leaders in the field of advanced financial planning for a half-day of high-impact presentations and discussions on working with businesses and organizations in 2022.
Download the PDF brochure APC Symposia Event Flyer (Phoenix) for NAIFA with 20% off Code PDF

In-person 'Classroom' Program
2022-06-30 08:00 - 12:00
In-person ‘Classroom’
Program: June 30, 20228:30 a.m. – Registration
9:00 a.m. – Noon – Program
The Shelter Church13832 N. 32nd Street, Phoenix, Arizona 85032
No Registration Fee for NAIFA-Arizona Members

Who Owns Your Life Insurance Policy – two hours Az CE Credit
Todd Janower, JD, LLM, CLU, ChFC
Todd received his B.S. degree in Business Administration from Boston University and his Law and Master’s degrees from The John Marshall Law School. He has spent nearly 12 years at Allstate Financial. Before joining Allstate, he was a practicing attorney in Chicago specializing in Estate Planning for high net-worth individuals. Currently Director, Advanced Sales, MassMutual. He has been a featured speaker at numerous national and regional broker/dealer and industry meetings.

Learn how to protect your client’s family through life insurance planning. This course will cover the income tax-free and grow tax efficiency benefits of life insurance, as well as creating adverse gift, estate, and income tax consequences.

Closed Doors Equal Opportunities!
Undrea Smith, RICPEast Valley RetirementNAIFA-Arizona President
Undrea’s experience as an Investment Advisor, Fiduciary, Retirement Planning Specialist, as well as being a licensed insurance Agent, has given him the financial acumen to prepare every client for whatever the future holds for them.

This is a candid talk about how opportunities can arise from the most unexpected places and how perceived setbacks can equal a lifetime of success and fulfillment.

The Power of Optimism…
Andy Dzurinko, CLU, ChFC
Andy has been with American United Life Insurance Company since 1980. He was a Training Director and Regional Vice President of Agencies in the home office and came to Arizona in 1989. As an agent, he qualified for Century Club, Million Dollar Round Table and National Quality Awards. Andy is the Author of The Power of Optimisim, Laugh Out Loud and Inspired.

This is a candid talk about how opportunities can arise from the most unexpected places and how perceived setbacks can equal a lifetime of success and fulfillment.

A Gift of A Lifetime
David R. Kroll, CLU, ChFC, LUTCFWealth Management Advisor
Dave has been a leader in the financial services industry for over 35 years. His education, experience and management style has attracted many advisors that have become recognized leaders in both the industry and the community. Dave is a Past President of NAIFA-Arizona, Past President of Phoenix GAMA and member of American Society of Chartered Life Underwriters and Chartered Financial Consultants. Currently, a Registered Representative of MassMutual.

Learn and be reminded of how important ‘Juvenile Life Insurance is. How it establishes savings; how a parent or grandparent can avoid being a member of the Wish-I-Had-Club”. Some topics addressed: Guaranteed Insurability; Waiver of Premium; Retirement Income Supplement.

Click here to REGISTER

Download a PDF brochure for this event: NAIFA Arizona Summer School Session

Course title: "Group Benefits Basics" One CE Credit
2022-07-27 09:00 - 10:00
Course title: “Group Benefits Basics”
Qualifies for One Hour Arizona CE Credit
Group Benefits don’t need to be confusing or complicated! This course will take you through Group Life Insurance, Group Short Term Disability Benefits, Group Long Term Disability Benefits, Guaranteed Standard Issue Disability, and the various aspects of each including options and requirements.
July 27, 2022
9:00 a.m. – 10:00 a.m.
Click the following link to register: https://allegisag.zoom.us/meeting/register/tZcrdCtpjsjEtd3l6acMCUYri9H2BIgGHEU

Bart Spencer currently works as the Director of Disability at Allegis Advisor Group in South Jordan, Utah. Known as the ‘DI Nut’, Bart began his insurance
career in 1992 – since that time his enthusiasm has grown toward the disability income protection part of the industry. He has spoken at many NAIFA groups, as well as for the International DI Society, Financial Planning Association, and LIMRA.

REGISTER

NAIFA APEX Conference
2022-08-16 08:00 - 2022-08-18 17:00
NAIFA APEX Conference
August 16-18, 2022
In-Person – Arizona Biltmore

Apex is NAIFA’s new signature event focused on providing innovative sales and marketing ideas to financial services professionals who serve individuals, families, and small businesses across the United States. The new brand reflects the concept of a “race to the top” to target those advisors who seek continuous improvement in increasing production and providing financial security to more Americans. The inaugural Apex event will be August 16-18 at the Arizona Biltmore Hotel in Phoenix.
Apex is a completely redesigned pure-play sales summit and sales-incentive meeting rolled into one. Following 2022, the Apex brand will launch a regional conference model to allow more American advisors access to top speakers with increased flexibility in engaging with the event throughout the year. The regional model will make Apex more accessible and inclusive for busy advisors. Based on NAIFA’s national collaborative structure, the association is uniquely positioned to allow success-driven financial professionals to regularly interact with thought leaders without traveling too far from home. Holding regional events, instead of one national event per year also will allow more speakers, members, and sponsors to participate.
“Apex focuses on a race to the top,” stated NAIFA President Lawrence Holzberg, LUTCF, LACP, one of the visionaries of the redesigned event. “We intend for this to be the sales summit event for agents and advisors who serve Main Street America. This is not a global event—we are focused on preparing financial advisors to better serve and protect our changing USA. American financial services professionals are the backbone and the heartbeat of the American economy. We intend to not only protect our stake in it, but to elevate the stature of the Main Street advisor working every day for American families and small businesses.”
Apex replaces NAIFA’s Performance+Purpose annual meeting, which has been linked with a convention-style, election-style event instead of having professional development at its focus. Apex separates NAIFA’s past from its present and goes beyond simply rebranding the Performance+Purpose meeting to create a completely new event. Apex’s absolute focus on personal performance will appeal to a wider range of professionals to help them reach their highest level of success. It is a game-changer for agents and advisors striving to be the best professionals they can be.

Aligning Performance in the Digital Era - NAIFA-Arizona Webinar
2022-09-20 09:00 - 09:45
Join us for this fast-paced 45 minute energetic webinar. While there is no CE credit for this webinar:
Perry Olson will challenge, motivate and entertain you with his powerful message about unleashing the full potential of your practice/agency in
your community. You will be challenged to reconsider conventional thinking about ‘opportunity’ and walk away with practical ideas on how to take advantage of the opportunities that exist in every single community.
No Pre-Registration Required. No Fee for Members.
On September 20th at 9:00 a.m.:
Click the following link to Join Meeting.
Meet Perry Olson…
Perry has been an Insurance Agent for 16 years and has grown his agencies to almost 14,000 households and 25,000 policies. He opened his first agency in 2006, with only one team member. Currently, he employs 30 team members. Perry believes in helping others by giving back to his community and individuals. He is passionate about the industry and helping other agents become successful, and has spoken to groups more than 300 times.
Originally from South Dakota, he relocated to Las Vegas in 2002. and joined State Farm in 2006. Perry has not only been successful with the launch of his agency, but he also did it during an economic downturn, when Las Vegas was suffering from a depressed real estate market. Perry opened his second new market agency in 2014 and he was the first agent to open the third agency in 2021.
DOWNLOAD PDF BROCHURE HERE

What Solutions the C-Suite are Really Looking For! - NAIFA-Arizona 'Fall' Program
2022-10-28 09:00 - 12:20
Hello Fall! With the weather finally getting cooler, it’s time for some warm-up programs!
Date: October 28, 2022
Time: 9:00 a.m. Registration
9:30 a.m. Program
12:20 p.m. Adjourn
Location:
Fairway Mortgage Building
55 N. Arizona Place
Chandler, Arizona 85225
No fee for NAIFA-Arizona Members – but must Register in advance.
Program includes one hour Arizona CE credit. Note: the CE course was last presented virtually in October 2020.
REGISTER
How companies retain and attract top talent and leadership through company culture, people and values echoed through protection and compensation structures.
Rick will discuss the solutions he and his team design and implement to help companies do just that.
Rick Beyer has been in the insurance and financial services industry here in Arizona for almost two decades. He has been awarded the NAIFA Quality Award 15 consecutive years, achieved MDRT in his first year, Court of the Table within his first 7 years and Top of the Table every year thereafter. His experience and success with the top mutual insurance carriers has been extensive. He understands the business, high-net worth, and estate marketplace as it relates to executive compensation, benefits, succession planning and estate preservation.

Karen Starbowski
‘Life Care Planning for Families
with Special Needs Children
(1 Hour Az CE) 10 Basic Financial Steps for Special Needs Caregivers – this course will discuss steps to help caregivers get started in preparing for the financial future of their dependent with special needs. It addresses such critical issues as applying for government benefits for Social Security and Medicaid, creating a Special Needs Trust, the importance of a Will and considering a Letter of Intent. These steps ensure the types of care and quality of life for a loved one’s well-being today and tomorrow.
Karen Starbowski has been practicing since 2007 and has been a Financial Planner with MassMutual since 2010. She has completed her SpecialCare Planning designation, ChSNC through the American College and uses her financial planning passion to assist families who have loved ones with special needs and has developed a unique network of professionals within the Special Needs Community.

Connie Kadansky
‘The Inner Game of Prospecting’
Get your ‘ask’ in gear Are you tired of hiding, denying and suppressing your Sales Call Reluctance? Are you stressing over the fact that you are not seeing enough new prospects? What would it be like to have 8-10 weekly meetings with new prospects? Call Reluctance affects more than the ability to pick up the phone to initiate contact with potential buyers successfully. It affects your followthrough, ability to ask for referrals, give seminar presentations, ask for the business, and even recommend a higher-priced option. The good news is that Call Reluctance is learned, which means you can unlearn it.
Connie Kadansky, President of Exceptional Sales Performance, has presented at NAIFA National twice, MDRT Global, GAMA and NAIFA State forums throughout the U.S. The Advisor Today, Horsesmouth, and Insurance Newsnet has published several of her articles. A seasoned financial advisor said, “Thanks to Connie’s coaching, I landed a $2,000,000 account that I rendered hopeless.”

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Capitol Hill Day 2023
2023-02-08 09:00 - 14:00
Capitol Hill Day 2023
Sponsored by IFAPAC-Arizona
Please join us for this important event – no registration fee – but all must register. Registration below.
February 8, 2023
9:00 a.m. – 2:00 p.m. (Lunch on your own)
Copper Room (House of Representatives Basement) Arizona State Capitol 1700 W. Washington Street, Phoenix, Arizona 85007
The New Year also brings new advocacy challenges. Turnover at the Arizona Legislature means new legislators will be deciding industry-related issues that impact your business and clients. Many of these new representatives will need to learn about the important work advisors do for Arizona consumers, and the way laws and regulations can either help or hinder your work. There is no one better to educate them on these matters than you.
Don’t know your Arizona Legislative District? Click below to locate:
DISTRICT LOCATOR
When registering, please be sure to enter your Arizona District Number so you will be matched up with your Arizona Legislator for your assigned appointment! Thank you.
REGISTER
Legislative appointments will be set up for those who register – appointments will be held throughout the day and maybe earlier or later than the projected time, due to legislator(s) availability. You will be advised of scheduled appointments (time & legislator name) in advance.

Download PDF brochure Capitol Hill Day 2023

Accelerated Benefit Riders on Life Insurance Policies - Jessica Ciccarelli, WestPac/Guardian
2023-03-28 09:00 - 10:00
NAIFA-Arizona is pleased to offer a one-hour AZ CE Webinar featuring Jessica Ciccarelli, WestPac/Guardian
March 28, 2023 9:00 a.m. – 10:00 a.m.
No Fee – But Must Register
“Accelerated Benefit Riders on Life Insurance Policies”
This course will help you become aware of the recent challenges in the increase of long-term care planning & the different long-term care insurance planning solutions to help your clients make an educated decision on what’s best for their personal needs.
Jessica comes to us with 28 years of industry experience. She learned early in life the impact of unexpected life events when her father was killed in an accident when she was just 8 years old. Her personal experience drives her every day to educate and implement strategies for clients to protect their earned and unearned income. And to help independent agents provide financial solutions to protect assets, income,` and lifestyle.
Register in advance for this webinar: https://zoom.us/webinar/register/WN_h9oDhzGvRS6UW6tnRbNiZg
After registering, you will receive a confirmation email from Jessica Ciccarelli containing information about joining the webinar.

Five Things Advisors Need to Know About Estate Planning' - One Hour Arizona CE
2023-04-27 09:00 - 10:00
April 27, 2023 9:00 a.m. – 10:00 a.m.
Presenter: Thomas A. Doyle, Doyle Law PC
This course will review what is, and is not, an Estate Plan. Help you ‘know the numbers’: inheritance tax, Federal Estate & Gift Tax Exemption, Portability Sunset, Stepped Up Basis; Understand Estate Planning Strategies; Funding IRA proceeds to a Trust after the SECURE ACT, and more. NAIFA-Arizona is honored to have Tom Doyle, Michigan attorney since 1980, present this course. Tom specializes in estate planning, wills, trusts, probate and estate settlements. He is the host of ‘Tuesday with Tom’, Michigan’s only weekly podcast about Estate Planning and Estate Settlement in Michigan. He continues as legal education instructor, since 2004, for Farm Bureau Insurance Company. Tom is producer of ‘How to Avoid the Six Most Common Estate Planning Mistakes’ video and is author of ‘Giving the Client What They Want’, Trusts and Estates Legal Strategies, Aspatore Books, 2008. Tom is a frequently invited guest speaker on Estate Planning.
How to register: click following link – Select April 27, 2023 and 9:00 a.m. You will receive a confirmation e-mail from Tom Doyle https://calendly.com/tomdoyle/5-things-advisors-need-to-know-about-estate-planning

An Introduction to Disability Income Insurance
2023-05-25 08:30 - 12:00
We are pleased to invite you to our upcoming In-Person Program, which qualifies for two hours CE credit. Looking forward to seeing you!
Date: May 25, 2023
Time: 8:30 a.m. Registration
Program: 9:00 a.m. – 11:30 a.m.
Lunch is provided immediately following the program’s conclusion.
No fee for NAIFA-Arizona members – but you must register.
Location: Fairway Mortgage, 9977 N. 90th Street, #150, Scottsdale, AZ 85258
REGISTER HERE
“An Introduction to Disability Income Insurance”
Kirk D. Quitno
This one-hour CE course is designed to educate you on the fundamentals of disability income insurance for personal markets. Specifically addressing the importance of DI protection; types of coverage available, design & use of individual DI Products. Kirk Quitno is the Disability Income Specialist for Pacific Advisors. He joined Guardian in 1998 and has specialized in the area of DI insurance since 1989. He has built one of the largest disability brokerages in the western region of The Guardian Life Insurance Company of America. In 2008, he was inducted into Guardian’s DI Circle of Excellence.

“The Wolf Who Ate Grandma…”
Barbara Micheletti
This one hour course will teach you how to become aging experts and to recognize and help when your aging clients are being frauded! We are living in a
rapidly aging society with unprecedented Multi-Generational Wealth Transfer. Barbara Micheletti is a 25 year Gerontologist consultant with a successful former 13 year business insurance career on a mission to holistically change the way financial professionals engage with their aging clientele.

May we please ask you to bring a book for our Community Outreach Program, for children who are traumatized, and become a Book Hero – *new books for ages 4-11. You will have received notification of this project under separate cover. We remain grateful for your support of this important endeavor.
Final note: photos taken at this event may be used for Social Media purposes. Thank you.
Download PDF Brochure here May In-Person Program 2023 (1)

Defending Against Cyber Threats: Strategies to Prevent Cyber Attacks
2023-06-27 09:00 - 10:00
This webinar qualifies for one hour Arizona CE Credit.
No cost to NAIFA-Arizona Members – but must register
June 27, 2023 9:00 a.m. – 10:00 a.m. Arizona time
Presenter: Tom Kirkham, Kirkham IronTech
REGISTER HERE
Tom provides cybersecurity defense systems and focuses on educating & encouraging organizations and individuals to establish security-first environments to prevent successful attacks. He brings more than three decades of software design, network administration, computer security, and cybersecurity knowledge to organizations around the country. Tom is a 2x Amazon Best Seller, and his newest book is entitled: ‘Hack the Rich – A Cybersecurity Parable’. For more on Tom, you may go to: https://tomkirkham.com
CyberSecurity The ever-evolving nature of cyber threats puts businesses at risk of serious harm. In this webinar, we will discuss various strategies to defend against cyber threats and prevent cyber attacks. The course will provide a comprehensive overview of the steps you need to take to secure your business from malicious actors. To Register, click on this link: https://us06web.zoom.us/webinar/register/WN_u_pnIcgESKik26UXC26glg NOTE: You will then receive a confirmation e-mail from Tom Kirkham.

NAIFA-Arizona's inaugural - New Member Appreciation Event
2023-08-18 16:00 - 19:00
Greetings!
We are excited to invite you to NAIFA-Arizona’s inaugural ‘New Member Appreciation Event’ hosted by East Valley Wealth & Retirement! As a leading
organization in the insurance and financial services industry, NAIFA is dedicated to helping advisors enhance their knowledge and provide exceptional service to their clients. We believe that by coming together in a spirit of comradery and appreciation, we can achieve even greater success.
Join us Friday, August 18, 2023
4:00 p.m. – 7:00 p.m.
366 N. Gilbert Road / Suite 205 / Gilbert, AZ
Thanks to the generous sponsorship of Signal Advisors, we can look forward to enjoying a delightful evening of cocktails, hors d’oeuvres and live music. This event is a fantastic opportunity to expand your business network and forge new connections with other NAIFA-Arizona members and prospective members. During the event, you will hear updates from our host and Third-Term NAIFAArizona President, Undrea Smith. He will share his insights and experience, and you will learn more about the professional benefits that come from NAIFA membership. Additionally, Signal Advisors will provide valuable information about the advantages of partnering with a top-tier IMO.
But that’s not all! You will have the chance to win fabulous door prizes, participate in a raffle give-away and engage in other exciting activities. Here are some important details to keep in mind:

All new members who have registered within the last three years will receive a welcome gift!
We will be giving away some amazing door prizes, so be sure to attend for a chance to win. (New members automatically entered).
If you bring a new member who signs up, you and the new member will each receive three (3) raffle tickets.
Grand Prize! In addition to the door prizes, there will be a special grand prize raffled off to conclude the evening.

Don’t miss out on this incredible opportunity to connect with like-minded professionals and enhance your skills and knowledge.
Request RSVP response by August 14, 2023…
RSVP is required to attend. Simply e-mail your attendance confirmation to:
Venetia@eastvalleyretirement.com

September Event: Overview of Active Shooter Incidents, Retirement Planning-Reverse Mortgage (1 Hour CE Credit)
2023-09-19 09:30 - 12:00
September 19, 2023
Total Wine, 1670 E. Camelback Road, Phoenix 85016
9:30 a.m. Registration
10:00 a.m. Overview of Active Shooter Incidents
11:00 a.m. Retirement Planning-Reverse Mortgage (1 Hour CE Credit)
12:00 p.m. Sponsored Lunch by Fairway Mortgage
No Fee for NAIFA-Arizona Members

Phoenix Police Officer Jared Sherman
Officer Sherman has been with the Phoenix Police Department for 15 years, serving in a number of capacities. He has been serving as the Community Action Officer for Mountain View Precinct for the last five years. Officer Sherman has received a number of awards, including The Medal of Life Saving, the Police Chiefs Unit Award, and awards from the City of Phoenix Block Watch Advisory Board.
Presentation: ‘How to Survive An Active Shooter Incident’
Officer Sherman will give a brief history and overview of Active Shooter incidents (A.S.I.’s) that have occurred within the United States. This presentation teaches the most up-to-date information that has been gathered by the Homeland Defense Bureau to assist everyday citizens in how to react should they ever become involved in such an incident.
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Juli J. Doyle
Juli is producing Branch Manager for Fairway Independent Mortgage Corporation. She has been in the mortgage business for 25 years. She is licensed in 15 states with industry partners in all fifty states. Juli believes that learning about changing economic opportunities is critical to recreating a confident retirement, with mortgage planning a pivotal factor.
Presentation: ‘Retirement Planning – Reverse Mortgages’ – (One Hour CE Credit) You will learn valuable and trustworthy information on the consideration of home equity and reverse mortgages as part of any holistic retirement plan. This program will give you relevant information on reverse mortgages when it comes to estate planning and preserving assets.
Learning Objectives: Reverse mortgage basics Why/When to recommend a reverse mortgage; Uses for a reverse mortgage; statistics and scenarios of reverse mortgages.
No Registration Fee for NAIFA Arizona members – BUT MUST REGISTER – limited space
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Download PDF brochure: NAIFA Arizona Fall Program

How to Dramatically Increase Your Appointments At No Additional Cost
2023-10-23 09:30 - 10:00
Join Us For
This Special October ‘Treat’!
No fee – But Must Register to attend
October 23, 2023
9:30 a.m. Registration
10:00 a.m. – Noon Program
11811 N. Tatum Blvd, #P120, Phoenix, 85028
Would you like to increase the amount of your appointments, and your success in those appointments, quickly? Would that make your career more fulfilling and successful? Learn these conversational techniques and you will enjoy the success you desire. Don’t miss the opportunity to learn ‘How’ from Van. This program will not disappoint!
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Van Mueller, LUTCF
“How to Dramatically Increase Your Appointments At No Additional Cost” Would you like to increase the amount of your appointments, and your success in those appointments, quickly? Would that make your career more fulfilling and successful? Learn these conversational techniques and you will enjoy the success you desire. Don’t miss the opportunity to learn ‘How’ from Van. This program will not disappoint!
Special Guest Speaker: Van Mueller
Van is a Registered Representative with MassMutual. January 2023 marked his 50th year as an insurance agent. He is an active member of MDRT having qualified for Court of the Table in 1990 and Top of the Table for the last thirty three years. Van has spoken to groups around the world, including being a main platform speaker at MDRT in 1998 in Chicago; the Main Platform Speaker at the 2001 Top of the Table Meeting in Maui, Hawaii and Main Platform Speaker in Tokyo, Japan in 2008. Van was a Main Platform Speaker at the 2003, 2005, 2009, 2014 and 2015 NAIFA Conventions. He was the 2010 ‘Advisor of the Year’ for Senior Market Advisor magazine. He has also written many articles for various publications, including the “Close” for Retirement Advisor Magazine.

Social Security - The Tough Questions and How to Realize Your Potential
2023-11-14 09:00 - 11:30
November 14, 2023
9:00 a.m. Registration – 11:30 Adjourn
2929 N. Central Avenue #1400, Phoenix, Arizona 85012
Complimentary parking
Please plan to join us for this In Person Program and get a Harvest of Ideas!
No registration fee for NAIFA-Arizona members – but you must register to attend.
Robin Mueller
Robin will be presenting a one hour course on ‘Social Security – The Tough Questions’. This presentation qualifies for one hour Arizona CE credit. It will cover the two most requested areas of Social Security, Retirement and Taxation and the questions most asked of agents, including recent updates/changes. Not to be missed!
Robin is back by popular demand! He entered the insurance industry in 1979. He has been an agent, in field management and in home office. He is a Past President of NAIFA Wisconsin and recipient of its Distinguished Service Award. He has served three years as President of the Foundation for Insurance and Financial Education. He has authored two NAIFA Programs: MultiLine Transitioning and Ethics. Robin has been a frequent presenter for NAIFA and has spoken at GAMA, NAFIC and MDRT events. Most recently, Robin travels America as a motivational speaker.

George Grombacher
George will be offering a one-hour presentation: ‘How to Realize Your Potential by Getting Out of Your Own Way’. Do you ever wonder why some financial professionals consistently grow their practices while others seem to relive their first year over and over again? Learn how to know where you are going, why you’re going there, how to get there, and who you serve!
George has been a Financial Advisor for over 20 years. He’s been named to Investopedia’s list of the Top 100 Financial Advisors in the United States many years running. He’s the Founder and Chief Community Officer of Money Alignment Academy, President of Financial Consulting Professionals, host of the LifeBlood podcast, author of Be Your Own CFO: A Businesslike Approach to your Person Finances, How to Get Good at Money: the Keys to Financial Prosperity and Peace of Mind and The Purpose Book. He brings a caring and fun approach
to talking about money.

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Disclosure: photos taken may be used on NAIFA-Arizona Social Media Platforms
NAIFA-Arizona wishes to extend its appreciation to Simplicity Group for its Sponsorship of this program.

Capitol Hill Day 2024
2024-02-06 09:00 - 13:00 | Arizona State Capitol, 1700 W Washington St, Phoenix, AZ, 85007, United States
Capitol Hill Day 2024
Sponsored by IFAPAC-Arizona
Please join us for this important event – no registration fee – but all must register
February 6, 2024 9:00 a.m. – 1:00 p.m. (Lunch on your own)
Cactus Wren Room (House of Representatives Basement)
Arizona State Capitol
1700 W. Washington Street, Phoenix, Arizona 85007
The New Year also brings new advocacy challenges. Turnover at the Arizona Legislature means new legislators will be deciding industry related issues that impact your business and clients. Many of these new representatives will need to learn about the important work advisors do for Arizona consumers, and the way laws and regulations can either help or hinder your work. There is no one better to educate them on these matters than you.
Don’t know your Arizona Legislative District? Click HERE to locate: District Locator
When registering, please be sure to enter your Arizona District Number so you will be matched up with your Arizona Legislator for your assigned appointment! Thank you.
Register HERE
Legislative appointments will be set up for those who register – appointments will be held throughout the day and may be earlier or later than projected time, due to legislator(s) availability.
You will be advised of scheduled appointments (time & legislator name) in advance.
DOWNLOAD PDF BROCHURE: Capitol Hill Day 2024

Exit Planning for Advisors - Webinar for NAIFA-Arizona Members 1 CE Hour
2024-03-21 09:00 - 10:00
Continuing Education (1Hr) Webinar for NAIFA-Arizona Members:
“Exit Planning for Advisors”
March 21, 2024
9:00 a.m.-10:00 a.m.
This course discusses the BEI Seven Step Exit Planning Process, which is a comprehensive approach to business succession planning. Within the context of Exit Planning, the course discusses business continuity planning, estate planning and retirement.

Presenter: Vincent M. D’Addona, MSFS, CLU, ChFC, CExP,
RICP, CEPA, AEP (Distinguished)

Founder: Valent Wealth, LLC
Vincent is an advisor at Valent Wealth, LLC. He has 44 years of experience providing services in four core areas: Estate Planning, Exit Planning for the owners of closely held businesses, Distribution Planning for those at or near retirement, and investment Coaching. He was inducted into the NAEPC Estate Planning Hall of Fame in 2017. Often known as the experts’ expert, he has helped hundreds of individuals move closer to their full financial potential.
No Registration Fee – But Must Register. Please click the following link to register. Reply/Confirmation will come directly from the presenter. Thank you.
Register in advance for this webinar: https://us06web.zoom.us/webinar/register/WN_1aHmRJ2oR3qupuyABKqdGg
After registering, you will receive a confirmation email containing information about joining the webinar.

Download the PDF brochure for this event: March CE Webinar – NAIFA-Arizona2

Long Term Care... 1 Hour Arizona Continuing Education Credit Event
2024-04-24 09:00 - 10:00
Long Term Care… by Jamie Thornton, CLTC
1 Hour Arizona Continuing Education Credit for NAIFA-Arizona Members
No Registration Fee – Register in advance using link below
Webinar – April 24, 2024 – 9:00 a.m. – 10:00 a.m. Arizona Time
REGISTER
Jamie Thornton, CLTC
Jamie began working in the insurance industry in 2016. She strives to build the confidence agents need, arming them with education in implementing
long term care strategies within their business.
“Understanding Long Term Care” This presentation will demystify the often complex topic of long term care insurance. Course delves into the financial aspect, explores eye-opening statistics on costs associated with long term care. It explains what long term care insurance is, how it functions and the benefits it offers. Eligibility and coverage discussed, as well as alternatives.
Register Today by clicking on this link (confirmation e-mail will come from Simplicity Group): https://event.on24.com/wcc/r/4535767/2B3E2509314A18B2BC35A01A3ECF81DE
Download the PDF brochure: Spring CE Webinar Understanding Long Term Care2
