NAIFA-AZ Association Representing Licensed Insurance Agents

The Secondary Market for Life Insurance: Current Trends, New Applications
2022-02-17 09:00 - 10:00 (America/Phoenix)
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

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.

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.

"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

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.

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

Underwriting: Underutilized & Undervalued - One Hour CE Credit
2021-09-21 10:00 - 11:00
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

How to Use Technology to Leverage Sales - A Motivational Webinar
2021-07-27 09:30 - 10:30
Please join us for this motivational webinar
Date: July 27, 2021
Time: 9:30 a.m. – 10:30 a.m. (Arizona)
Click Button Below to Join the Meeting
Outline:
Caleb’s Story
Scaling 101
3 Scaling Pillars:
*How Technology Enhances Your Processes
*Create/Strengthen Your Proprietary Process
*Laveraged Impact: One-to-Many

Meet the Expert: Caleb Guilliams
After taking over the entire investment department of a bank at the age of 19, Caleb saw firsthand how 98% of Americans were financially failing despite professional financial advising. After three years of traveling the country being mentored by the most successful financial minds, Caleb discovered a better way to build wealth. Leaving his prestigious position at the bank, Caleb founded the company BetterWealth, authored the best-selling book “The AND Asset”, hosts the BetterWealth Podcast, and speaks to thousands around the world. One of the youngest leaders in the industry, Caleb is quickly becoming The New Face of Finance. Join Caleb as he discusses the true definition of scaling in a virtual world; how you can use technology to enhance your proprietary processes so you can create leveraged impact. Whether you are brand-new or have been experienced with technology and the virtual world, these three pillars are the foundation to scaling your practice year after year.
3 Scaling Pillars: Technology – Sales – Stages
ZOOM WEBINAR LINK
ZOOM WEBINAR LINK

Beyond the Monthly Benefit: Understanding Value Added Product Features
2021-06-22 10:00 - 11:00
NAIFA-Arizona Members:
We are pleased to offer you this Summer CE Webinar!
“Beyond the Monthly Benefit:
Understanding Value Added Product Features”
This intermediate-level course is intended for agents and brokers who are familiar with the fundamental concepts of disability
insurance products. Understanding product features that impact when, to what level, and how long monthly benefits are paid
and premiums waived are important for producers to know. This webinar will review key benefits that should be considered
when evaluating and recommending disability coverage for clients. A case study will be used to explore how different product
features would impact a client at claim.
Presenter:
Dana J. Campion, RHU
Cost: No Fee for Members
When: June 22, 2021
Time: 10:00 a.m. – 11:00 a.m.
One Hour Arizona CE Credit
Click the button below to register
Note: Registration confirmation e-mail will come from Jessica Ciccarelli with access for the login.
REGISTER HERE

Dana Campion is currently the VP of Brokerage with WestPac Wealth Partners, an office of The Guardian. He offices in Seattle, Washington, and serves the Washington, Oregon, California, Hawaii, Montana, Idaho, Nevada, and Arizona brokerage communities. He has been in the disability insurance field since 1995 and has taught numerous Continuing Education courses. Dana received his Registered Health Underwriter (RHU) designation in 2001 and is a graduate of the University of Washington, with a Bachelor of Arts degree.

FAPAC-Arizona Fundraiser: $30 for 30 Minutes
2021-05-11 10:00 - 10:30
NAIFA-Arizona members: Join Us on a virtual visit with Tom Hegna, Author, Keynote
Speaker, Retirement Expert, Economist Date: May 11, 2021 Time: 10:00 a.m. – 10:30 a.m.
Spend a powerful 30 minutes, on this webinar, with Tom Hegna!!
Webinar topic: “Life Insurance and Annuity Questions & Handling Objections ”
There are so many objections, excuses, and stall tactics that your clients use. Tom Hegna has heard them all! You’ve got to handle them in your presentation so they don’t even come up. It’s up to you to be the most prepared person in the room. In this presentation, Tom covers several concerns, gives you a simple process to handle ANY of them, and explains the importance of asking questions to uncover your clients’ needs. Today’s busy world demands that you use optimal ways to communicate, educate, address objections, close, sell and write policies. This is the reality, so optimize your work now!
Tom Hegna, CLU, ChFC, CASL
Tom has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, Retired Lieutenant Colonel, and Economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the ‘optimal’ way. He has condensed a large chunk of his considerable knowledge into five of his books. Tom specializes in creating simple and powerful retirement solutions based on math and science – not opinions.
By registering for this powerful program, you are also supporting your IFAPACArizona Administrative Fund. Disclosure: your registration fee is not tax-deductible as a charitable contribution for federal income tax purposes, but may be deductible under other provisions of the Internal Revenue Code. Note: Funds remain in Arizona and will not be added to your total IFAPAC contribution dollar amount.
$30 registration fee – and share 30 minutes with Tom Hegna!
Click Here it Register
Click Here to Register

Cybersecurity Awareness - 1 Hour CE
2021-04-20 10:00 - 11:00
For NAIFA-Arizona Members
You are invited to a Zoom webinar.
When: April 20, 2021
Time: 10:00 AM – 11 AM Arizona

Topic: Cybersecurity Awareness
No registration fee
Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_175FsgdXSWi5d5ID_Uh3Zw
After registering, you will receive a confirmation email containing information about joining the webinar.
It’s a fact: you are at risk. This program will help you understand the Cyber threats to Insurance Advisors and learn why insurance is a target. It will also show you where the weaknesses are in the insurance sector and how best to defend against them. Other topics covered are ‘Phishing 101’; Ransomware – how it can cripple organizations; the ‘Dark Web’ – what it is; why and how to protect against it.
This Webinar Qualifies for One Hour Continuing Education Credit
Featured Presenter: Bryan Wilbourn – Representing Echelon Technologies LLC, Bryan’s primary areas of focus revolve around Security Awareness Training, as well as Sales & Marketing. He is a graduate of the University of Arizona, Tucson with a Bachelor of Science in Management Information Systems and a Bachelor of Science in Operations Management. Joining Bryan in this program will be Danielle Hernandez. Danielle is a 16 year experienced insurance consultant and is Senior Account Executive with Gilbert Insurance Group.
Echelon Technologies – www.echelontechs.com
Download a brochure for this event here. NAIFA Arizona Cyber Security Webinar PDF

Cannabis Industry Financial Solutions" (CE, no fee)
2021-03-30 10:00 - 11:00
NAIFA-Arizona is pleased to offer to its Members (at no fee) the third, and final program, in our series on Insurance and the Cannabis Industry.
“Cannabis Industry Financial Solutions”
(CE Credit Pending)
Presented by: Michael Seabolt
Flower Risk Advisors
Join us:
March 30, 2021
10:00 a.m. – 11:00 a.m.
This webinar will explore for the Cannabis Industry

Tax Solutions
Attributes of the Insured Retirement Plan
Indexed Universal Life – “the new kind”
Dispensary Owner and Key Employee Plans
A review of Case Studies
Opportunity for Questions & answers

Click the following link to join the Webinar:
Join Zoom Meeting
https://us02web.zoom.us/j/86464867041?pwd=[REDACTED]
Michael Seabolt is currently the managing member of Flower Risk Advisors, LLC – a cannabis industry-focused tax and risk mitigation consultancy. In this
role, Michael consults with cannabis business owners and executives, and their tax and legal advisors, providing risk and tax management solutions for the legal cannabis and hemp industries. Michael has over 25 years of professional experience in the financial services industry, primary in wholesale distribution of managed money, investment advisory and insurance space.
Download PDF brochure: Cannabis Industry Financial Solutions PDF

Basics of Insurance Coverage for the Cannabis Industry - One Hour CE Webinar
2021-02-10 10:00 - 11:00
For NAIFA-Arizona Members
Join us for this One Hour CE Webinar
Second in a series of three on Cannabis and the insurance industry
February 10, 2021
10:00 a.m. – 11:00 a.m.
“Basics of Insurance Coverage for the Cannabis Industry”
No Fee for NAIFA-Arizona Members – click the following link to register Register in advance for this meeting:
REGISTER HERE
After registering, you will receive a confirmation email from Danielle Hernandez containing information about joining the meeting.
During this webinar you will learn:

The Current State of Use
An Overview of Policies
General Liability – what will it cover
Products Liability – what will it cover
Workers Compensation
Cyber Liability
Errors and Omissions.

Session open to all members – may appeal especially to Multi-Line members.
Presenter: Danielle Hernandez
A seasoned Insurance Consultant consulting a variety of industries within her 16 years of experience. For the past 4 years, Danielle has provided
insurance consulting for local, national and publicly traded REITS within the Cannabis Sector. She currently serves as a Board Member of Arizona Cannabis Chamber of Commerce.
REGISTER HERE

Cannabis, Hemp, Marijuana and the Insurance Industry - One Hour CE Webinar
2021-01-14 14:00 - 15:00
NAIFA-Arizona is pleased to offer to its Members this One Hour CE Webinar
Program title: “Cannabis, Hemp, Marijuana and the Insurance Industry”
What is this stuff? Learn: what the laws authorize and what the laws punish re: Cannabis. If I sell insurance/investment products to Cannabis businesses, will I go to jail? So, you want to do business with Cannabis businesses…what are potential liabilities? Who are these Cannabis Businesses & the Best Practices for doing business with them? Plus, the state of the Cannabis Business, now and beyond.
Date: January 14, 2021
Time: 2:00 p.m. – 3:00 p.m. (Arizona time)
Cost: No Registration Fee
Presenter: Janet E. Jackim
Best Lawyers in America Honoree, Janet brings Fortune 500 business practices and legal skills to private companies, with a cutting-edge emphasis on Arizona legal cannabis industry.
Click the following link to register: https://zoom.us/webinar/register/8716079724658/WN_O9e5bTYcSqGwXHbwW8K0VQ
DOWNLOAD PDF Brochure: January Cannabis Webinar Brochure
Ms. Jackim is a Partner in the Zuber Lawler & Del Duca, LLP law firm. She serves on the Board of Directors of the Arizona Cannabis Chamber of Commerce; on the Legal Committee of the National Organization for the Reform of Marijuana Laws (NORML); as Secretary of the Arizona Cannabis Bar Association; and, until recently, was a Co-Chair of the Meritas Cannabis Practice Steering Committee of North America, working with law firm affiliates across the United States. Janet is a frequent speaker for the Chamber, the Marijuana Industry Trade Association, the Arizona and Cannabis Bar Association, Global Go and the Benzings news platform. She can be reached at jjackim@zuberlawler.com or 480.513.9288 (cell). Presently, she is conducting numerous M&A transactions across the country, facilitating the consolidation of the US cannabis industry. She has repeatedly been feted for her leadership in this industry, including having been awarded the Arizona 2020 Leader of the Year Award in Law by the Arizona Capitol Times.

Zuber Lawler Law & Del Duca LLP: “A global leader in traditional and emerging industries, including cannabis, cryptocurrencies, e-sports and intellectual property rights.” Zuber Lawler & Del Duca LLP, 2390 E. Camelback road #318, Phoenix, Arizona 85016

Closely Held Business Transfer and Exit Strategies
2020-12-17 09:00 - 10:00
One Hour Continuing Education Webinar
Sponsored by Westpac Wealth Partners and Guardian
NAIFA-Arizona is pleased to be able to offer this program, at no cost, to its members.
December 17, 2020
9:00 a.m. – 10:00 a.m. (Arizona time)
Click this link to register:
https://zoom.us/webinar/register/WN_huvS6hJOTT2oPf8VSlY0bw
Topic: “Closely Held Business Transfer and Exit Strategies”
Do you have business owner clients who are considering options for exiting the business? Do they have family members as potential candidates for their succession plan? Do they have key employees they are considering as their successors? What are their best options? Learn ways closely held business owners can either sell their interest to a co-owner, or transfer the business to a family member during life or at death; and, various planning techniques and tax funding implications, as the business may be the most valuable asset of your clients. Case studies will be used to illustrate.
Course Presenter:

Jessica Ciccarelli, CLU, ChFC
Also featuring Guest speaker:
Vincent M. D’Addona, MSFS, CLU, ChFC,
CExP, RICP, CEPA, AEP (Distinguished)

Download PDF brochure: Download Here.

Seeing the Trees in the Forest: Opportunities to Assist Your Clients with Disability Income Protection
2020-11-17 09:00 - 10:30
NAIFA-Arizona is pleased to offer to its members this WEBINAR:
One Hour Continuing Education Webinar
“Seeing the Trees in the Forest: Opportunities to Assist Your Clients with Disability Income Protection”
Like the trees in the forest, disability income opportunities abound – however, how do you recognize them?
In this webinar, you will learn:

Internal workings of individual disability income protection – including student loan protection
Group disability – how to assist business owner clients
Business uses of disability coverage (overhead, loan, key person, retirement security, disability buy/sell)

Date: November 17, 2020
Time: 9:00 a.m. (Arizona time)
Please register prior to 11/13/2020
Register in advance for this webinar by clicking on this link: https://us02web.zoom.us/webinar/register/WN_hJCReqHNS8aK98vgP_zbsQ
After registering, you will receive a confirmation email containing information about joining the webinar. Please register by November 13, 2020.
Bart Spencer, Presenter

When many people in the industry think of disability income protection, one of the first names that comes up is Bart Spencer, “The DI Nut”. He is the Director of Disability and Long Term Care Insurance at Allegis Advisor Group, South Jordan Utah. He got his start in disability protection in 1992 and in 2007 dedicated his full-time focus to disability insurance.
To Download Brochure: NAIFA Arizona CE Disability Webinar PDF

Life Care Planning for Families Who Have Children With Special Needs
2020-10-22 09:00 - 10:45
This Program is for NAIFA-Arizona Members:
You have an opportunity to learn how to make a difference in the lives of your clients
by attending this ‘Special’ Webinar Program. (Includes One Hour Arizona CE Credit)
Date: October 22, 2020
Time: 9:00 a.m. – 10:45 a.m.
Must Register no later than October 16, 2020
Note: Must Register with NAIFA-Arizona by clicking registration button below in
order to receive CE credit. You will then receive another link which you will need
to click onto to register for the actual program. Upon second registration, you will
receive, from speaker Karen Starbowski, a confirmation & the Meeting Access
Link unique to you to use, to join on the actual date of the program.
Panel of three will address:
What happens to Parents when they don’t plan.
Special Needs Trusts & Guardianship.
How to create a Life Care Plan.

Karen Starbowski, CLU, ChSNC, Special Care Planner – Karen’s mission is to help
families plan for the future of their dependents with special needs by providing education and
financial solutions, which can help maintain a lifetime of quality care. As a Special Care Planner,
she assists with the development of valuable strategies to accommodate the diverse concerns of
special needs families.
Jon Meyers – Jon is Executive Director of The Arc of Arizona. Jon’s background in the non
profit sector spans nearly 30 years and ranges from the arts and education to social services. Prior
to joining The Arc, he held development and executive positions with, among others, The
Leukemia & Lymphoma Society, Arizona State University/ASU Foundation, Thunderbird School
of Global Management and Ronald McDonald House Charities.
Emily B. Kile, Esq. – Emily is Past President of the Arizona Chapter and a member of the
Academy of Special Needs Planners and the Special Needs Alliance. Her practice is focused on
estate planning and related matters, including Medicaid, VA and long term care planning, special
needs planning, guardianship and conservatorship issues and estate settlement/probate.
Program Sponsor:

NAIFA-Arizona would like to invite you to participate in its Community Service Program by your consideration of making a donation, by check, payable to
FristPlace. Please send to NAIFAArizona, P. O. Box 4728, Scottsdale, AZ 85261. Thank you, in advance, for your generous support.
“First Place AZ” develops new residential models that maximize independence, community integration, personal enrichment and quality of life for individuals with autism and other neuro-disversities.

Click here to REGISTER

Ethics Lessons for Financial Professionals
2020-09-10 13:00 - 14:00
We are pleased to offer, complimentary to our members, this one hour virtual opportunity on ‘Ethics’ – which qualifies for one hour Arizona Continuing Education Credit.
Date: September 10, 2020
Time: 1:00 p.m. – 2:00 p.m. (Arizona time)
Topic: ‘Ethics Lessons for Financial Professionals’
Ethics is a crucial part of being a financial advisor. It is one thing to understand the terms and laws, but this course teaches, through actual powerful case
studies, the impacts and consequences of unethical behavior.
Presenter: Bart Spencer
Bart is the director of disability and long term care insurance at Allegis Advisor Group, South Jordan, Utah. He has spoken to many industry groups, including NAIFA, Utah Health Underwriters and FPA; as well as company events for Ameritas and the International DI Society.
Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_q7-Tr4HDRf23nqe4mtt6yg
After registering, you will receive a confirmation email containing information about joining the webinar.

Safeguarding Income and Retirement - One Hour Free CE Opportunity
2020-06-24 10:00 - 11:00
One Hour FREE CE Opportunity!
This webinar presented for NAIFA-Arizona by Ohio National Financial Services
Presenter: Dana J. Campion, RHU
Dana has been in disability insurance brokerage and wholesaling since 1995. He was awarded his Registered Health Underwriter (RHU) designation in 2001. He has taught numerous Continuing Education courses and served as a LUTC moderator for NAIFA.
Webinar Event:
June 24, 2020
10:00 a.m. – 11:00 a.m.
Topic: ‘Safeguarding Income and Retirement’
This course focuses on Disability Insurance. In it, you will learn:
– Why offer Income Protection
– Student Debt concerns
– Safeguarding Retirement
– Finding the Right Product for your clients
Please note: Registration deadline is Friday, June 19, 2020. The registration information will provide us the information necessary to file your Arizona CE credit. Once registered, you will receive an e-mail confirmation with the Zoom Meeting Invitation link. Roll Call will be taken on the Zoom meeting.
REGISTER HERE
Download Brochure here: Continuing Education Opportunity [PDF]

CANCELLED: Cannabis Educational Event: Facts, Effects, Hazards & the Insurance Industry
2020-04-21 09:00 - 12:15
CANCELLED: Spring Program April 21, 2020 2 Hours CE
“Cannabis Educational Event: Facts, Effects, Hazards & the Insurance Industry”
9:00 a.m. Registration – Program 9:45 a.m.-12:15 p.m.
16751 E. Glenbrook Boulevard, Fountain Hills, AZ 85268
Janet E. Jackim
Best Lawyers in America honoree, Janet brings Fortune 500 business practices and legal skills to private companies, with a cutting-edge emphasis on Arizona’s legal cannabis industry.
Presentation (one hour CE credit):
“What is this stuff? Cannabis, Marijuana, Hemp, THC, CBD;”
Learn:
What the laws authorize and what the laws punish re: Cannabis. If I sell insurance/investment products to Cannabis businesses, will I go to jail? So, you want to do business with Cannabis businesses…what are potential liabilities? Who are these Cannabis Businesses & the Best Practices for doing business with them. Plus, the ‘state of the Cannabis Business in 2020 and beyond.
Read more about Janet Jackim here.

Danielle Hernandez
In the insurance industry over 16 years, for the past 4 years, Danielle has provided insurance consulting for local, national and publicly traded REITS within the Cannabis Sector.
Breakout Session for P/C Agents (one hour CE credit):
“Basics of Insurance Coverage for the Cannabis Industry”
Learn: the Current State of Use; an overview of policies; general liability – what will it cover; product liability – what will it cover; worker’s compensation; cyber liability; errors and omissions.

Tad Mihalopoulos, ARPC
Tad is an Accredited Retirement Plan Consultant. He started in the retirement industry over 20 years ago. His focus is on constructing and maintaining optimally designed retirement plans by wholesaling for both record keepers and Third Party Administrators.
Breakout Session for L/H Agents (one hour CE credit)
“Retirement Planning for the Cannabis Industry”.
Learn: Corporate structure of the Cannabis Industry. Why offer a Retirement Plan to Cannabis Companies? How do you offer a 401(k) Plan to the Cannabis & CBD industry and what is needed. Legitimacy. Healthcare offerings. Corporate tax savings.

NAIFA-Arizona Members – No Fee Non-Members: $40 Fee
Members and Non-Members Must Register
CANCELLED
REGISTER HERE

DOWNLOAD THIS AS A PDF BROCHURE.

CANCELLED: Celebrating the Outdoors with Your Colleagues & Families
2020-04-04 11:00 - 15:00 | Desert Breeze Park, 660 N Desert Breeze Blvd E, Chandler, AZ, United States
Sorry, this is now Cancelled due to current conditions.
Join us for a fun-filled day of Softball, Bocce Ball, Corn Hole & Picnic
April 4, 2020
11:00 a.m. – 3:00 p.m.
Desert Breeze Park – Acacia Pavilion
660 North Desert Breeze Blvd E, Chandler, Arizona
Open to all members and member’s families! No registration fee – but must register!
Event sponsored by NAIFA-Arizona
MAKE YOUR RESERVATION NOW!

Enhance your Influence & Success and See Where It Takes You!
2020-03-20 14:00 - 16:00 | The Pavilions at Talking Stick Shopping Center, 9119 E. Taking Stick way, Scottsdale, AZ, 85250, United States
Never Forget Another Name…Or Anything Else For That Matter!
Attend the next NAIFA-Arizona Program, and learn from:
Sean O’Neil
“Memory Dynamics”
March 12, 2020
2:00 p.m. – 4:00 p.m.
Octane Raceway
The Pavilions at Talking Stick Shopping Center
9119 E. Taking Stick way, Scottsdale 85250
Free to NAIFA-Arizona Members
Non Members: $40.00 – No refunds for ‘no shows’
Members and Non-Members Must Register to Attend
REGISTER HERE
Sean O’Neil is the President of Remember Media and is also the Founder and CEO of Memory Dynamics. Sean is one of the most sought after presenters in the country. He is regarded as one of America’s most entertaining and motivating speakers on the topic of developing an instant-recall memory. Combining humor and entertainment along with immediately-applicable ‘how-to’ information, Sean equips attendees with both the skills and confidence to skyrocket memory power to the next level and multiply recall ability exponentially. Learn this and use the ability to help you and your clients! For more information about Sean, see attached file.
“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.”
WHO IS Sean O’Neil?

Tucson Build Day
2020-01-21 07:15 - 13:30 | Minto Court (Stone/Yavapai), 132 E. Yavapai, Tucson, AZ, 85705, United States
Engaging opportunity within your Tucson community
We are so glad to have you as an active member of our community. We’re currently looking for volunteers for the upcoming ‘Habitat Build Day’. To make this a success, we need your help. Note: we have space for 10 volunteers to help in this important project!
Tucson Build Day
Date: Saturday, January 21, 2020
Available Times: 7:15 a.m. – 1:30 p.m.
Location: Minto Court (Stone/Yavapai) 132 E. Yavapai, Tucson, AZ 85705
Signup to volunteer
Thank you for all you do to make our community a better place!
Please review volunteer packet.
Download a PDF brochure: Tucson – Habitat Build Day Brochure

Annual Capitol Hill Day
2020-01-16 11:00 - 13:00
‘Annual Capitol Hill Day’
Sponsored by IFAPAC-Arizona
Thursday, January 16, 2020
Luncheon outside at the Capitol in the Rose Garden
11:30 a.m. – 1:00 p.m.
Legislative Appointments will be set up for those who register to attend – appointments will be held throughout the day.
Note: appointments may be earlier or later than luncheon time, due to availability of Legislator. You will be advised of your scheduled appointment(s) – Time & Legislator – in advance.
Please Join us for this important annual event. Lunch is on us: no registration fee, but all must register!
REGISTER
When registering, please be certain to enter your District Number so you will be matched up with your District Legislator, for assigned appointment! Thank
you.
Don’t know your Arizona Legislative District?
Click below:
District Locator
Download Brochure: Capitol Hill Day Brochure

2020 Capitol Hill Day
2020-01-16 08:00 - 17:00
2020 Capitol Hill Day
Thursday, January 16, 2020
Legislative Appointments set up for those who
register – held throughout the day.
Registrants will be advised on their scheduled
appointments (time and legislator).
Lunch outside at Capitol in Rose Garden
from 11:00 a.m. – 1:30 p.m. Open to legislators, staff,
and NAIFA registered members.
Sponsored by IFAPAC-Arizona and NAIFA-Arizona.
To confirm attendance, please e-mail your intention to attend to
naifa-az@azis.com
Download PDF brochure: NAIFA 2020 Capitol Hill Day flyer

Join SFSP Greater Phoenix & NAIFA-Arizona
2019-12-12 17:30 - 20:30 | Sunstreet Mortgage Real Estate Lounge, 4234 N Craftsman Ct, Scottsdale, AZ, 85251, United States
SFSP Greater Phoenix & NAIFA-Arizona members are invited to a holiday mixer on
Thursday, December 12, 2019
5:30 p.m. Wine & Appetizers
Sunstreet Mortgage Real Estate Lounge
4234 N Craftsman Ct
Scottsdale, AZ 85251
Reception followed by a stroll through Scottsdazzle’s Gold Palette Artwalk
Event also includes a “Toy Drive”. Please bring a toy for children ages 5-8, either unwrapped or in a gift bag.
RSVP required by December 9, 2019. for questions contact: Toni Gonzales at 480.415.7979 Click ‘Register’ for complete details
REGISTER

Social Security! - 4 CE Hours
2019-11-08 08:00 - 12:00 | MassMutual, Grand Canyon, 11001 North Black Canyon Highway, Phoenix, AZ, 85029, United States
No registration fee for ‘current’
NAIFA-Arizona Members!
Non Member fee: $40.00
Note: no refunds for ‘No show’, paid registrants.
Members & Non Members MUST register
Our gift to you – the NAIFA-Arizona Member
Four Hours Continuing Education Credit
“Social Security!”
Presented by: Robin C. Mueller, LUTCF
Robin will provide comprehensive information on the newest websites, updates and recent law changes. Time will be spent on retirement choices, break-even ages and the points that one should consider before choosing to receive benefits. FICA, the earnings limitation and modified AGI will be reviewed/discussed, as well as how one qualifies for benefits. The course will conclude with the future of Social Security.
November 8, 2019
8:00 a.m. – Noon
Plan to arrive at 7:30 a.m. to sign in/register
Meeting being held at:MassMutual, 11001 North Black Canyon Highway, Phoenix 85029 (East Frontage Road, North of Peoria Road/South of Cactus Road)
Important note: This course w as presented on April 10, 2015. Remember you may only use the same course
credits once in a license renew al cycle.
Download Flyer: Social Security Continuing Education Event 1119

CIC Personal Lines Institute - 16 CE Credits
2019-10-09 07:00 - 2019-10-11 10:00 | Embassy Suites/ASU Tempe, 4400 South Rural Road, Tempe, AZ, 85282, United States
CIC Personal Lines Institute
October 9-11, 2019
Embassy Suites/ASU – Tempe, Arizona
Certified Insurance Counselor’s
Personal Lines Institute
Approved for 16 Hours of CE Credit
REGISTER ONLINE HERE
REGISTER USING A PDF
Agenda

Wednesday, October 9th
7:00 a.m. – 8:15 a.m.
Registration & Opening Comments
8:15 a.m. – 12:15 p.m.
Personal Residential Coverages
12:15 p.m. -1:15 p.m. Lunch
(on own)
1:15 p.m. – 5:15 p.m.
Personal Residential Coverages (Concluded)
5:15 p.m. – 5:30 p.m.
Personal Lines Exam Briefing (Optional)
Thursday, October 10th
8:00 a.m. – 12:00 a.m.
Personal Automobile Coverages
12:00 p.m. – 1:00 p.m. Lunch
(on own)
1:00 p.m. – 3:00 p.m.
Personal Automobile Coverages
(Concluded)

3:00 p.m. – 5:00 p.m.
Personal Umbrella/Excess Coverages
Friday, October 11th
8:00 a.m. – 10:00 a.m.
Personal Lines Exam (Optional)
Faculty:
Jerry Kennedy, CIC
Foisy & Kennedy
Grand Coulee, Washington
Scott Treen, CIC
Treen Insurance
Service Agency, Inc.
Jefferson, Ohio
Education Consultant:
Lynne Lovell, CIC, CRM, CPCU, CLU, ChFC, ARM, RHU, AFSB, AINS, CRI, MLIS
Desert Hills, Arizona
Education Director:
Ray Garcia, CIC, CISR
IIABAZ
Phoenix, Arizona

REGISTER ONLINE HERE
REGISTER USING A PDF
LOCATION:
Embassy Suites by Hilton – ASU Tempe
4400 South Rural Road,
Tempe, AZ 85282
Reservations:
(480) 897-7444
To book your stay at the hotel, click here to reserve the $134 per night discounted rate before September 10, 2019.
Class Registration Cost: $405

Naifa Arizona General Membership Meeting
2019-09-26 15:00 - 19:00 | Main Event, 8545 S. Emerald Drive, Tempe, AZ, 85284, United States
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!
Click here to Register

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 37th 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.
Click here to Register
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.’

P + P Convention in Orlando FL
2019-09-11 09:00 - 2019-09-14 12:00
NAIFA PERFORMANCE + PURPOSE CONVENTION
REGISTER AND MORE INFORMATION

Big Ideas Workshops

The Big Ideas Workshop series features dynamic speakers that will address the audience from both the mainstage and then in deeper dive sessions. Asking you to change your frame of reference, Big Ideas Workshop speakers are selected for their knowledge & ability to incite your curiosity and desire to perform at the next level.

Hotel Information

Walt Disney World Dolphin Resort
Performance + Purpose 2019 will take place at the Walt Disney World Dolphin Resort. Located in the heart of the most magical place on earth, the Dolphin Resort provides an extraordinary backdrop for this important conference as well as a launching point for an exciting Disney visit. Beautiful tropical landscaping, tranquil waterways and classic art and architecture work together to create a stunning landmark in the midst of one of the most spectacular places on earth. In the shadow of Disney’s Epcot, the Dolphin hosts fine restaurants like Shula’s Steak House and Todd English’s bluezoo, the Mandara Spa, five heated pools (not to mention whirlpools, fountains and waterfalls), and access to Disney’s three championship golf courses.
NAIFA has arranged a special Performance + Purpose conference hotel rate at the Walt Disney World Dolphin Resort. Click here to make your reservation at the special NAIFA rate.
REGISTER AND MORE INFORMATION
