2013-2014 Calendar of Events - NAIFA Columbus


Wednesday, November 20, 2013

CE Seminar (Offering 2 Hours of CE Credit)
"Advanced Solutions for Long-Term Care Funding"
9:00 a.m. - 11:00 a.m.

Michelle Prather
Cost: FREE for NAIFA-Columbus Members / $35 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085
Register: 740.879.4456

NAIFA-Columbus Membership Luncheon
"Social Security...What You Need to Know"
11:30 a.m. - 1:00 p.m.
Speaker: Ben Klemann, SunAmerica
Cost: Free for NAIFA-Columbus Members / $25 for Guests / Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington OH 43085 
Register: 740.879.4456

Saturday, December 21, 2013

Salvation Army Bell Ringing
10:00 a.m. - 8:00 p.m.
Volunteers Needed – Sign-up Today: 740.879.4456
Kroger, 1177 Polaris Pkwy, Columbus


Wednesday, January 15, 2014

NAIFA-Columbus Membership Breakfast
"Guide to the Markets - End of Year Update"
8:00 a.m. - 9:15 a.m.
Speaker: Brady Green JP Morgan Chase
Cost: Free for NAIFA-Columbus Members / $25 for Guests / Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington OH 43085 

CE Seminar (Offering 2 Hours of CE Credit)
"Qualified Retirement Plan Solutions to Benefit Key Employees""
9:00 a.m. - 11:00 a.m.

Brian Cahal, Cristabelle Cook and Kevin Quinn, Principal Financial Group
Cost: FREE for NAIFA-Columbus Members / $35 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085


New Members - Naifa-Columbus

New Members as of 10/31/13

Brett Cavallaro

Jason Codrea
Codrea Financial Services

Jerod Cook

Cheryl Evans
Centric Financial Group

John Fonner
New York Life

Duane Lara
Northwestern Mutual - The Kemelgor Financial Group

Niranjan “Neal” Patel
New York Life

Matthew Staten
Staten & Associates, LLC

Member Services


By: Aaron Forbes
Member Services Chair

LIMRA and NAIFA Sales Booster Assessment Tool

Did you know that LIMRA and NAIFA have teamed up to provide a discounted Sales Booster Assessment Tool?

The Sales Booster is a sales development tool that is designed to help producers align their thinking with their sales goals.

Once producers complete the online questions it will identify one target area to strengthen for better sales results. Remember, NAIFA members receive this great tool at a discounted rate and can be found online on the Member Benefits tab, under Professional Practice Tools & Tips.


Join NAIFA-Columbus

Join NAIFA-Columbus


Educator of the Month

by Robert Johnson, III
Community Services Chair

Angela Windau - Educator of the Month

Angela "Angie" Windau received her Bachelor of Science degree with a math major from Ohio Dominican.  She has been a teacher for 29 years.  For the past 28 years she taught at DeSales High School.  Angie is the math department chairperson and teaches pre-calculus and high school math.

Angie has a heart for service.  She supports and works with Pets Without Parents, a no kill animal shelter, the Arthritis Foundation, The Stefanie Spielman Fund for Breast Cancer Research, and the Susan B. Komen Race for the Cure.  She has also helped with the Run with the Pack event and the Art for Arts Sake auction for the past several years.

Angie has 5 siblings and grew up in Carey, OH.

november Meeting

CE Seminar and Membership Luncheon

Wednesday, November 20, 2013
9:00 am – 1:00 pm
J. Liu Restaurant, 6880 N. High Street, Worthington OH

CE Seminar - "Advanced Solutions for Long-Term Care Funding"

(offering 2 hour of CE credit)
Time: 9:00 am – 11:00 am
Speaker: Michelle Prather, The State life Insurance Company, A OneAmerica Company

In the role of regional marketing director for The State Life Insurance Company (State Life), Michelle Prather works with independent advisors, attorneys, accountants, and clients to teach how to develop a plan for long-term care, focusing on long-term care benefits in the form of asset-based Care Solutions products.  Michelle provides sales training through group meetings, one-on-one producer discussion and public CE seminars. In addition, Michelle is also available to assist producers through client call support and workshops with client groups.  The Care Solutions were originally developed by Golden Rule Financial Services beginning in 1989, and continue through State Life after the GRFS sale to State Life in late 2005.  Beginning her career as a sales assistant in 1994 to a wealth manager, she received her license in 1995.  Michelle began working as a Care Solutions internal wholesaler in 1998, having spent her entire career in the financial services industry. She travels throughout Michigan, Ohio, West Virginia, and Western Pennsylvania teaching about financial planning for LTC.  She’s currently pursuing her Chartered Life Underwriter certification.

Free for NAIFA-Columbus Members / $35 for Non-Members/Guests  - Register: 740.879.4456

Membership Luncheon Meeting

Time: 11:30 am – 1:00 pm
Speaker: Ben Klemann, SunAmerica

“Social Security...What You Need to Know”

Ben Klemann is committed to your success and the success of your clients.  As a Divisional Vice President, he works with financial advisors throughout southern Ohio, eastern Kentucky and West Virginia.  Ben understands today’s challenges and distinguishes himself by offering a professional, consultative approach to wholesaling.  He values his reputation among financial advisors as the “go to” partner for sound solutions that meet the changing needs of financial advisors and their clients.  With more than ten years in the financial services industry, Ben brings a wealth of experience to his business partners, along with actionable ideas and time-tested strategies gathered by studying top-performing financial advisors.  Ben joined SunAmerica in 2008.  Ben, his wife Cara, and their son Grant make their home in Columbus, Ohio.  When he is not working, Ben enjoys spending time with family and friends, running and golfing.

Free for NAIFA-Columbus Members / $25 for Non-Members/Guests  - Register: 740.879.4456

September Membership Meeting


On September 18, NAIFA-Columbus kicked off their 2013-2014 membership year with a Membership Luncheon Meeting at J. Liu Restaurant in Worthington.  During this luncheon, September was recognized as Life Insurance Awareness Month and James Fuller with Snider, Fuller and Stroh discussed “Nine Steps to Building Your Insurance Practice and Your Community.”

President Duane Borcherding gave his President’s Message; Immediate Past President John Barber provided details on the MDRT Experience; and National Committee-person Cort Bradbury provided a report on IFAPAC.

A one-hour CE seminar was held prior to this luncheon from 10:00 am to 11:00 am.  Craig Berson, CEO/President of Berson-Sokol Agency, Inc., discussed “Policy Audit Review – Finding the Best Fit for Your Clients.”

Thank you to Karen Jewett with ExamOne for sponsoring this event!


Health Committee

By Joe Grady
Health Committee Chair

Since the Affordable Care Act was thrown into action on October 1, it has remained an extremely political focal point.  As the legislation continues to evolve, please remember that there is a complete resource guide available online for you: http://www.naifa.org/advocacy/aca/

Please pay attention to your NAIFA GovWatch Updates for the breaking legislative issues surrounding the Affordable Care Act.  GovWatch is a "Member Only Service." If you are not receiving them, please update your member profile online: http://www.naifa.org/advocacy/GovWatch/index.cfm






MDRT Experience Highlights

On October 14, NAIFA-Columbus held their second annual Million Dollar Roundtable (MDRT) Experience at the Hilton in downtown Columbus.  This event, presented by Skylight Financial Group and SFG Brokerage, was filled with inspirational and motivational speakers.  More than 375 attendees listened to presentations from many well-renowned motivational and inspirational speakers.


Thank You to our Presenters who made this event such a successful one:
  • Speaker: Tom Hegna, CLU, ChFC, CASL – TomHegna.com
  • Speaker: Van E. Mueller, LUTCF – The Wisconsin Agency of New England Financial Services
  • Speaker: Diane R. Boyle, HIA – NAIFA
  • Speaker: Brian D. Heckert, CLU, ChFC – MDRT Executive Committee
  • Speaker: Mike Schlappi – Mike Schlappi Communications
  • DI Moderator: Kevin J. Quinn – Principal Financial Group
  • DI Panelist: John D. Dovich, CLU, ChFC – John D. Dovich & Associates, LLC
  • DI Panelist: Allan W. Lepley, CLU, ChFC – Northwestern Mutual
  • DI Panelist: Hoyt C. Murray, CLU, ChFC – H.C. Murray Corp.
  • DI Panelist: Alan Resnik – Ozan and Resnik
Thank You to our Title Sponsor:
  • Skylight Financial Group and SFG Brokerage
Thank You to our Speaker Sponsors:
  • Grange Life Insurance
  • Principal Financial Group
  • Nationwide Financial
Thank You to our Event Sponsors:
  • 21st Century Financial / Penn Mutual
  • Jackson
  • Motorists Life Insurance Company
  • Northwestern Mutual
  • Signature Financial Group
Thank You to our Exhibitor Sponsors:
  • Ameriprise Financial
  • Ameritas
  • APPS Paramedical Services
  • Berson-Sokol
  • CareWorks Consultants, Inc.
  • Coventry
  • Eaton Vance Investment Managers
  • ExamOne
  • Highland Capital Brokerage
  • Hondros College of Business
  • ING
  • Lincoln Financial Distributors
  • NAIFA-Columbus
  • Robert S. Hendrix, Attorney at Law
  • The Rucker Company
  • SC Distributors
  • State Farm Insurance
  • Wilson Brokerage Services
Thank You to the following Companies/Sponsors:
  • Duane Borcherding, NAIFA-Columbus President – For sponsoring the VIP/Welcome Reception
  • FastSigns Westerville – For providing the signage for the event
  • Kabob Images and Design – For taking photos during the event
  • New York Life – For sponsoring the VIP/Welcome Reception
Thank You to our MDRT Committee Members who made this event possible:
  • John C. Barber, Co-Chairman – Barber Financial Group
  • Duane A. Borcherding, CLU, ChFC, CLTC, Co-Chairman – New York Life
  • Cort R. Bradbury, CLU, CLF – Principal Financial Group
  • Christopher D. Campbell, CLU, ChFC – Highland Capital Brokerage
  • Renae C. Davies – NAIFA-Columbus
  • Karen (Jewett) Pedersen – ExamOne
  • Robert H. Johnson III, CLU – Columbus Financial Group
  • Kevin J. Quinn, CLU, ChFC – Principal Financial Group
  • Robert M. Roach, CLU, ChFC – Northwestern Mutual – The Kemelgor Financial Group


National Committee Report

Cort Bradbury, National Committee-person

Cort Bradbury


House of Representatives Passes Agent Licensing Reform Legislation

Date: September 10, 2013
Issue: Agent Licensing

Action Taken: Today the U.S. House of Representatives passed H.R. 1155, the National Association of Registered Agents and Brokers Reform Act of 2013 (NARAB II). The bill, introduced by Reps. Randy Neugebauer (R-TX) and David Scott (D-GA), passed by a vote of 397-6. You can click here to see how your member of Congress voted, and click here to write and thank your Congressman for House passage of NARAB II.

In previous congresses, the House has twice passed NARAB II, but the legislation has stalled in the Senate. This time the Senate has already taken steps to prepare for a vote on NARAB II.
NAIFA and its coalition partners have proactively championed the creation of NARAB for 14 years. If enacted, the legislation will establish a national – not federal – clearinghouse for agents and brokers seeking to sell insurance in non-resident states. A 13 member NARAB governing board, dominated by state insurance commissioners, will establish a single set of non-resident licensing and continuing education requirements for NARAB members. Membership will be voluntary and agents who apply will be required to submit to a federal criminal background check. NARAB will not receive any federal funding as it will be funded by membership fees that will be determined by the Board.

NAIFA and its coalition partners anticipate that the establishment of NARAB will lead to a reduction in duplicative paperwork and time spent with multi-state licensing. It will also prevent agents and brokers from losing customers who move to states where they are not licensed to do business, as well as grant them increased business opportunities in new state markets.
Next Steps: The Senate Banking Committee has referred the chamber’s companion NARAB II bill to the Senate floor. The bill, introduced by Senators Jon Tester (D-MT) and Mike Johanns (R-NE), has strong bipartisan support and Senate leadership has already agreed to bring it to the Senate floor for a vote. Given the limited legislative days in September, NAIFA is hopeful that the Senate will schedule that vote in the coming weeks –  paving the way for presidential action. To write your Senator and encourage their support for NARAB II passage, please click here.

NARAB II Resources:
NARAB II Issue Brief
Multi-State Licensing Survey
NAIFA NARAB II Press Release

NAIFA Staff Contact: Jill Hoffman, Assistant Vice President – Federal Government Relations, at jhoffman@naifa.org; or Kyle Kunkler, Program Manager – Government Relations, at kkunkler@naifa.org

Please visit us at www.naifa.org/advocacy