NAIFA-Columbus-January, 2013

2013-2014 Calendar of Events - NAIFA Columbus

 

Wednesday, September 18, 2013

CE Seminar on Policy Review (Offering 1 hour of CE credit)
10:00 a.m. – 11:00 a.m.
Speaker: Gregg Ferguson
FREE for NAIFA-Columbus Members / $25 for Guests or Non-Members
Cost: FREE for NAIFA-Columbus Members / $25 for Guests and Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington OH 43085

NAIFA-Columbus Membership Luncheon
11:30 a.m. - 1:00 p.m.
Speaker: James Fuller, LUTCF, Member, MDRT
"Nine Steps to Building Your Insurance Practice and Your Community"
Cost: FREE for NAIFA-Columbus Members / $25 for Guests and Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington OH 43085

Monday, October 14, 2013

NAIFA-Columbus MDRT Experience II
7:30 a.m. - 4:00 p.m.
Cost: $75 for NAIFA Members ($150 after August 30th) / $100 for Non-Members ($200 after August 30th)
$600 for Table of 10 ($750 after August 30th)
Location: Hilton Downtown, 401 N. High Street, Columbus 43215

Wednesday, November 20, 2013

CE Seminar on New Employer Benefits (Offering 1 Hour of CE Credit)
10:00 a.m. - 11:00 a.m.
Speaker: Chris Rascella
Cost: FREE for NAIFA-Columbus Members / $25 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085

NAIFA-Columbus Membership Luncheon
11:30 a.m. - 1:00 p.m.
Speaker: Michelle Prather
"The Current State of the Long-Term Care industry and How Products are Developing in These Times"
Cost: Free for NAIFA-Columbus Members / $25 for Guests / Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington OH 43085

  

ExamOne

 

New Members

New Members as of July 30, 2013

Cody J. Beatty
NMFM - Kemelgor Financial Group

Christopher Chandler
NMFM - Kemelgor Financial Group

Timothy J. Kress
NMFM - Kemelgor Financial Group

Zachary C. Lewis
NMFM - Kemelgor Financial Group

Join NAIFA-Columbus

Join NAIFA-Columbus


Member Services

NAIFA’s Webinar Series

By: Aaron Forbes
Member Services Chair

Throughout a financial and insurance professionals career you may often come up against roadblocks or times of frustration and failure. It’s easy to lose motivation and simply not be as successful as you may have once been. However, using NAIFA’s Webinar series you can seriously boost your attitude and aptitude in many different areas of the business and as a member you receive them all for free.

Webinar topics range anywhere from the new Health Insurance Exchange Programs to Paycheck Protection and How to Double Your Sales: Strategies to close more deals. Webinar’s are both informational and have excellent ideas on how to change up your current sales strategy to improve your results.

With all the information available today it is easy to become overwhelmed and with all the changes that happen in our industry, it is more and more difficult to keep up with legislation. These webinars let you choose when you have time to review and learn about many different parts of the business, sales and informational.

You can find them at www.naifa.org/benefits, at the bottom of the page under NAIFA Speaker Center, NAIFA Webinar Series.

 


National Committee Report

Cort Bradbury, National Committeeperson

Cort Bradbury

GovWatch

House Passes Bills to Delay until 2015 ACA Individual, Employer Mandates

Issue: Health Reform—Individual Mandate, Employer Responsibility Rules

Date: July 18 2013

Action Taken: On July 17, the House of Representatives approved two bills to delay until 2015 the health reform law’s individual mandate and employer responsibility rules. The bill to codify the Administration’s announcement that it will delay reporting requirements and assessments under the Affordable Care Act’s (ACA’s) employer responsibility rules, H.R.2667, passed by a fairly bipartisan vote of 264 to 161 (35 Democrats voted for it).  H.R.2668, which would delay for one year the ACA’s requirement that most individuals purchase qualified health insurance or pay a penalty passed by a 251 to 174 vote, with 22 Democrats voting for it.

Background: The Obama Administration says codification of the one-year delay of the employer responsibility information reporting and assessment provisions is unnecessary because Treasury has already announced a one-year delay of these rules. The delay—which does not apply to any other ACA provisions—including the requirement that employers notify their workers about the availability of health insurance through an exchange, and the availability of federal subsidies for those who cannot afford individual health insurance—is already in effect.
Delay of the individual mandate is, however, a different issue. Those in favor of delaying the individual mandate argue individuals shouldn’t suffer while businesses get a break. And, there is considerable speculation that some of the exchanges may not be completely ready for the individual and very small business enrollments for qualified health insurance that are set to begin October 1, 2014. But to date the Administration insists that the exchanges will be operational on time, and that there are no plans to delay the individual mandate.

Next Step: House leadership plans to combine H.R.2667 and H.R.2668 into just one bill prior to sending the legislation to the Senate. However, Washington insiders do not expect either the combined bill or either of the two separate bills to be approved by the Senate and enacted into law.

As work continues in Washington to modify existing health care laws, NAIFA continues its work to closely monitor and participate in the process to achieve our health care reform goals of ensuring affordable access and preserving professional service by fairly compensated agents.

NAIFA Staff Contact: Diane Boyle, Vice President—Federal Government Relations, at (703) 770-8252 or Kyle Kunkler—Program Manager, at (703) 770-8153.
Please visit us at www.naifa.org/advocacy

National Association of Insurance and Financial Advisors
2901 Telestar Court
Falls Church, VA 22042

Read About NAIFA Advocacy Victories

 

House Passes Bills to Delay until 2015 ACA Individual, Employer Mandates

Issue: Health Reform—Individual Mandate, Employer Responsibility Rules

Date: July 18 2013

Action Taken: On July 17, the House of Representatives approved two bills to delay until 2015 the health reform law’s individual mandate and employer responsibility rules. The bill to codify the Administration’s announcement that it will delay reporting requirements and assessments under the Affordable Care Act’s (ACA’s) employer responsibility rules, H.R.2667, passed by a fairly bipartisan vote of 264 to 161 (35 Democrats voted for it).  H.R.2668, which would delay for one year the ACA’s requirement that most individuals purchase qualified health insurance or pay a penalty passed by a 251 to 174 vote, with 22 Democrats voting for it.
Background: The Obama Administration says codification of the one-year delay of the employer responsibility information reporting and assessment provisions is unnecessary because Treasury has already announced a one-year delay of these rules. The delay—which does not apply to any other ACA provisions—including the requirement that employers notify their workers about the availability of health insurance through an exchange, and the availability of federal subsidies for those who cannot afford individual health insurance—is already in effect.
Delay of the individual mandate is, however, a different issue. Those in favor of delaying the individual mandate argue individuals shouldn’t suffer while businesses get a break. And, there is considerable speculation that some of the exchanges may not be completely ready for the individual and very small business enrollments for qualified health insurance that are set to begin October 1, 2014. But to date the Administration insists that the exchanges will be operational on time, and that there are no plans to delay the individual mandate.

Next Step: House leadership plans to combine H.R.2667 and H.R.2668 into just one bill prior to sending the legislation to the Senate. However, Washington insiders do not expect either the combined bill or either of the two separate bills to be approved by the Senate and enacted into law.
As work continues in Washington to modify existing health care laws, NAIFA continues its work to closely monitor and participate in the process to achieve our health care reform goals of ensuring affordable access and preserving professional service by fairly compensated agents.

NAIFA Staff Contact: Diane Boyle, Vice President—Federal Government Relations, at (703) 770-8252 or Kyle Kunkler—Program Manager, at (703) 770-8153.
Please visit us at www.naifa.org/advocacy

National Association of Insurance and Financial Advisors
2901 Telestar Court
Falls Church, VA 22042



September Meeting

CE Seminar and Membership Luncheon

Wednesday, September 18, 2013
10:00 am – 1:00 pm
J. Liu Restaurant, 6880 N. High Street, Worthington OH

CE Seminar on Policy Review

(offering 1 hour of CE credit)
Time: 10:00 am – 11:00 am
Speaker: Gregg Ferguson, Berson-Sokol

Membership Luncheon

Time: 11:30 am – 1:00 pm
Speaker: James Fuller, LUTCF, Sinder, Fuller and Stroh

“Nine Steps to Building Your Insurance Practice and Your Community”

Jim Fuller has over 39 years of experience as an insurance and financial advisor with Snider, Fuller and Stroh.  Jim served as President of the Ohio Association of Insurance and Financial Advisors during the 2000-2001 year.  He has served as the Chair for the National Association of Insurance and Financial Advisors Political Action Committee from 2010-2012. 

Necessity of Community Involvement
Jim is a life and qualifying member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals.  Jim has traveled extensively around the country as a guest speaker to industry professionals regarding the education of clients and agents, the necessity of community involvement and ethical conduct in the field of insurance and financial services.

A graduate of The Ohio State University, College of Business, Jim is a Life Underwriter Training Council Fellow (LUTCF),  Jim has co-hosted “Conversations from Studio B – The Civil War” for the past 16 years on WOUB Radio Public Broadcasting and the World Wide Web. He is a past member of Athens City Council and an Adjunct Professor at Ohio University’s Finance Department.

 

A day of inspirational ideas to take your business to the next level and beyond!

Presented by

Monday, October 14, 2013
7:30 a.m. - 4:00 p.m.

Hilton Downtown, 401 North High Street, Columbus OH 43215


Speakers

Diane R. Boyle, HIA – Vice President of Federal Government Relations for NAIFA
Tom Hegna, CLU, ChFC, CASL
Van E. Mueller, LUTCF
Brian D. Heckert, CLU, ChFC - Second Vice President of the MDRT Executive Committee
Mike Schlappi – Four-Time Gold Paralympic Medalist
DI Panel – John D. Dovich, Allan W. Lepley, Hoyt Murray and Alan Resnik

SIGN UP EARLY!
EARLY BIRD REGISTRATION
Must be postmarked by Friday, August 30, 2013

$75 for NAIFA members / $100 for non-members / $600 for Table of 10

Registration after August 30, 2013
$150 for NAIFA members / $200 for non-members / $750 for Table of 10

Additional details and registration Information can be found on attached brochure.