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Meeting Location: Dobson Ranch Inn, 1666 Dobson Ranch Rd,
Mesa, in the PERZOLA (Rotunda) Room - 7:30 AM
PROGRAM: Tom Hegna, CLU, ChFC, CASL
“SPIA’s”
See Page 3 for more Information ……..
Breakfast Meeting—April 14, 2011
M. G. Peterson Consulting, PLC, CPAs
State Farm
Hoopes, Adams & Alexander, PLC
Pinnacle Restoration
EMSI-Arizona—Kevin Jensen
The Chittendens
YOUR 2010-2011 Board!
EAST VALLEY NEWS
APRIL 2011 East Valley News
THANK YOU TO OUR SPONSORS!
Sid Pfaff, LUTCF, Director & & Community Service/PR Chairman & Advertising & Sponsorships Chairman
Judy Aguilar-Woertz, LUTCF, ChFC, CFP, CASL, President
Michael Klein, CFP, MBA, Director & Professional Development Chairman
Dale Chittenden, Director & Programs Chairman
Lars Hansen, LUTCF, National Committee
Chairman & Co-Membership
Donna Kohlhase, CFP, CLU, ChFC, CASL, Secretary/Treasurer
Kenny Ziegler, ChFC, LUTCF, Past President
Bill Wise, CLU, LUTCF, Director & IFAPAC Chairman
(Not pictured—Vandy Moore, Director & Membership Chair
NAIFA-EAST VALLEY
OFFICERS
Judy Aguilar-Woertz, LUTCF, ChFC, CFP, CASL, President
State Farm Ins. Companies
8601 S. Priest Dr., Ste 101
Tempe, AZ 85284-1919
480-598-0544
Donna Kohlhase, CFP, CLU, ChFC, CASL, Secretary Treasurer
State Farm Ins. Companies
6836 E. Brown Rd.
Mesa, AZ 85206
480-396-2140
Kenny Ziegler, LUTCF, Immediate Past-President
San Marcos Ins. Group
584 W. Chandler Blvd.
Chandler, AZ 85225-7531
480-899-6622
Lars Hansen, LUTCF, National Committee Chairman
American National Life
4455 E. Broadway Rd., #108
Mesa, AZ 85206
480-924-4750
DIRECTORS
Vandy Moore
State Farm Ins. Companies
4135 S. Power Rd, Ste 123
Mesa, AZ 85212-3626
480-497-3933
DIRECTORS, continued
Dale Chittenden
The Chittenden Group
3821 E. Indian School
Phoenix, AZ 85018-5234
602-955-4773
Michael Klein, CFP, MBA
Klein Financial
4824 E. Baseline Rd, Ste 135
Mesa, AZ 85206
480-981-1333
Sid Pfaff, LUTCF
Pfaff Ins. Agency, Inc.
8601 E. Priest Dr., #101A
Tempe AZ 85284
480-553-5252
William Wise, CLU, LUTCF
Farmers Insurance Group
3660 E. University Dr., #4
Mesa, AZ 85205
480-924-4070
NAIFA-East Valley
We Care About Your Future!
We Care About Your Success!
We Care About Your Business!
We Care About Your Health and Family!
Page 2 EAST VALLEY NEWS
At NAIFA-East Valley
WE CARE!
www.naifaeastvalley.org
Tom Hegna, CLU, ChFC, CASL First Vice President
New York Life Insurance Company
T om Hegna is First Vice President for Retirement Income Security at New York Life. Originally from Glen-wood, Minnesota, he attended North Dakota State University on an Army ROTC Scholarship and gradu-ated with honors. He was commissioned in the U.S. Army and spent 6 years on Active Duty and another 16 ½ years in the US Army Reserve and retired as a Lieutenant Colonel in 2006.
In 1988, Tom started his career in the insurance industry with MetLife. He qualified for membership into the Million Dollar Round Table (MDRT) in each of his first three years (MDRT is recognized throughout the industry as the standard of sales excellence in the life insurance and financial services business). In July, 1996, he joined New York Life and was named Director of Annuity Sales for the West Central Zone. He was promoted to Vice President in March of 2006 and First Vice President in March of 2010. He cur-rently resides in Fountain Hills, Arizona. Tom is married and has four children.
He is a popular industry speaker, having spoken at the MDRT Boomertirement Roadshows, the National NAIFA Convention and the Society of Financial Service Professionals Na-tional Forum meet- ings, as well as nu-merous local asso- ciation meetings. In October 2009 he spoke main plat-form at the Top of the Table meeting for the Million Dol- lar Roundtable. He spoke at the 2010 AALU National Meeting, the main platform at the 2010 NAIFA An- nual Meeting in Se-attle and on the main platform at the Million Dollar Round Table meet-ing in Vancouver in June 2010. He has been featured in articles in the American College Wealth Channel Magazine, Round the Table (an MDRT publication), the National Un-derwriter and NAIFA’s Advisor Magazine.
About NAIFA: NAIFA comprises more than 700
state and local associations representing the inter-
ests of approximately 200,000 agents and their as-
sociates nationwide. NAIFA members focus their
practices on one or more of the following: life insur-
ance and annuities, health insurance and employee
benefits, multiline, and financial advising and invest-
ments. The Association’s mission is to advocate for
a positive legislative and regulatory environment,
enhance business and professional skills, and pro-
mote the ethical conduct of its members.
NAIFA-EAST VALLEY
EAST VALLEY NEWS SEPTEMBER 2009
Betty Hartnett, CLU, FLMI Association Administrator 3030 E. Ocotilla Lane Phoenix, AZ 85028
Phone: 602-317-4438 Fax: 602-305-9830 E-mail: [email protected]
We’re on the Web!
Www.naifaeastvalley.org
sors protects and promotes
the critical role of insurance in
a sound financial plan and the
essential role provided by our
professional agents and advi-
sors.
Mission Statement
The mission of the National
Association of Insurance and
Financial Advisors is to advo-
cate for a positive legislative
and regulatory environment,
enhance business and pro-
The Vision and
Mission of
NAIFA
Vision Statement
The National Association of
Insurance and Financial Advi-
fessional skills, and promote
the ethical conduct of our
members.
NAIFA Tagline: Connections that Count!
ABOUT NAIFA, continued …………………..
April 14, 2011
Dobson Ranch Inn
Breakfast Meeting
7:30 AM
Speaker, Tom Hegna, CLU, ChFC, CASL
Topic—SPIA
May 2, 2011
FireRock Golf Club
GOLF TOURNAMENT
Sponsored by NAIFA-Phx
Benefiting FutureforKids
1:00 pm Tee-Off
May 12, 2011
Dobson Ranch Inn
Breakfast Meeting
7:30 AM
Speaker, Ron Adams, JD
Topic—Estate Planning
Mark Tang
Long Tran
Jason Trujillo
WELCOME NEW MEMBERS !
Roslyn Bankston
Chris Bryson
Brad Curtis
Craig Frey, LUTCF
Ron Gressley
Denise Keith
Rebecca Kossman
Whittak Sun
CALENDAR OF EVENTS
NAIFA’s Online Seminar Series features training & information programs on various topics important to running your business & enhancing your suc-cess, including practice management, sales, mar-keting & prospecting, each with specific content for every career stage.
CE Tips Use inexpensive CE options that can be
found online, like webce.com. If you are planning to acquire a designa-
tion like CLU, LUTCF, CFP, use the courses as CE.
If you need help finding CE, please con-tact Mike Klein at [email protected].
Page 5 EAST VALLEY NEWS
March Madness is upon us! Love this time of year! The team spirit and competition from the schools is so fun to watch. We always have fun picking our favorites and see how well our teams progress to the ‘Big Dance’!
We have such a special treat for our April meeting. We are so honored to have our very own Tom Hegna visiting with us. If you had not had the opportunity to hear Tom, he will just blow you away! Tom has been a main platform speaker at both MDRT and NAIFA’s National Conventions! This is not a meeting you want to miss and I guarantee you, this will be one of the best meetings of the year!
Bring a friend and let us know how many are coming so we can ‘pack the
OUR ADVERTISERS - We THANK you for your support!
Page 7 EAST VALLEY NEWS
Page 8 EAST VALLEY NEWS
OUR SPONSORS - We THANK you for your support!
Page 9 EAST VALLEY NEWS
SPONSORS - We THANK you for your support!
NAIFA-Scottsdale Spring Continuing Education Seminar
Sponsored By
Heartland LTC
Courses: * Ins and Outs of the CLASS ACT and how to use the program to your
advantage
* Pension Protection Act & New Ideas for Funding LTC
* LTC Multiple Planning Solutions – Is Traditional LTCI
always the right choice
Speaker: Susan Carlson from Heartland LTC
Duration: 3 (1 hour) classes of CE Credit
When: March 24, 2011
Time: 8:00 am registration & coffee
Classes are at 8:30, 9:30 and 10:30 am
Location: New York Life
14850 North Scottsdale Road Ste 400
Scottsdale, AZ 85254-2883
Registration Fees:
NAIFA members $25.00
Non-Members $40.00
Compete the registration form on the flip side and fax to NAIFA
Scottsdale at 480-948-7499 by March 20, 2011.
Credit Card or Check at the door payable to “NAIFA Scottsdale” will
be accepted.
NAIFA Scottsdale Continuing Education 2011
3 (1 - Hour) classes of C.E.
Thursday, March 24, 2011
8:30, 9:30 and 10:30 a.m.
NEW YORK LIFE
14850 North Scottsdale Rd, Ste 400, Scottsdale, AZ
Cost: Members $25, Non-NAIFA Members $40
• Ins and Outs of the CLASS ACT and how to use the program to your advan-
tage
• Pension Protection Act & New Ideas for Funding LTC
• LTC Multiple Planning Solutions – Is Traditional LTCI always the right choice
Instructor: Susan Carlson of Heartland LTC
Complete the following to reserve and fax to
NAIFA Scottsdale at Fax: 480-948-7499
For more details contact, contact C.E. Chair, John Wrobel
at 480-315-0208 or [email protected]
Name:
_____________________________________________________________________
Company:
__________________________________________________________________
Phone: ____________________ Email:
__________________________________________
Member Association: _____________________________________ Non-Member:
______
Pay at the door: __________ Check is attached: ______________________
Make checks payable to NAIFA Scottsdale
Credit Card: Amex VISA MasterCard Amount: $____________
CC#: ____________________________________
Expiration date: ________________ Security Code: __________
3rd Annual
Charity golf tournament Featuring Sports Celebrities
Monday, May 2nd
VIP Party & Auction Saturday, April 30, 2011 from 5-7pm
@ Sandbar
10050 N Scottsdale Rd. Scottsdale, AZ 85253
Raffle & Silent Auction
Complimentary Food & Beverages from 5-6pm
For more information: 480.305.5674 From the playing field to the class-room, our mission re-mains unchanged:
To Provide at-risk children education through mentorship and sports programs
Future for Kids Future for Kids is built on caring and serving the community. Proceeds from this year’s event will help serve
over 2,500 at-risk children through
Future for Kids
Located at... 16000 E FireRock Country Club Dr.
Fountain Hills, AZ 85268
Presented by... NAIFA-Phoenix
1pm Shotgun Start
Outreach Classic www.futureforkids.
