October is whenNAIFA-Great South-west focuses on someof the issues facing thenation’s booming re-tiree market. Specifi-cally, the focus is onthe long term care andmedicare, and how thetwo interface.

The association ishappy to present MitchMonis of NationalHealth Administratorsto talk about some ofthese concerns.

Mitchell Monis is agroup Long Term Careinsurance specialistwith National HealthAdministrators, basedin Dallas, Texas. Mitchbegan his insurancecareer with Mutual ofOmaha and has alsoworked for Aetna intheir Medicare division.For several years Mitchwas an independent

producer specializing insmall business andgroup sales. Mitch wasraised in Greenwich,Connecticut and haslived in Texas since1980. He graduatedfrom the University ofNorth Texas in Dentonwith a degree in Mar-keting. He is marriedto Pat and has twowonderful daughters.

National HealthAdministrators is aLong Term Care plan-ning agency whosemission is to provideclients with reliableinformation and effec-tive solutions relating toLong Term Care. NHAspecializes in LongTerm Care planningand insurance for indi-viduals, businessesand member-basedgroups throughout theUnited States.

Please join us forour Thursday, Octo-ber 8, 2009, meeting atthe Shady ValleyCountry Club for theNAIFA-Great South-west luncheon begin-ning at 11:30 am until1:00 pm.

NAIFA-Great South-west wants to be yourbest resource for edu-cation, sales ideas,best practices, politicalaction, networking, andcharitable involvement.

We want your ideasand feedback on howwe can make the asso-ciation best for you.Please let us know bycalling 817-781-0439.

NAIFA-Great SouthwestPresents

Mitch MonisNational Health Administrators

Great SouthwestBoard of Directors

2008-2009

Scott Kissinger, LUTCFPresident

817-473-9886

Jeremy Normand,CASL, ChFC, LUTCF

President-Elect817-465-6292

Chris Beckham,LUTCF, FSS

Ssecretary / TreasurerCommunity Service

972-224-8247

Sarah Merrill-Young,LUTCF

Nat’l. Committeeman817-460-4051

Jeff Brown, CSAImm. Past President

IFAPAC Chair817-265-5631

Dennis W. Smith, LUTCFDirector

972-224-8247

Charlie Merrill,CLU, LUTCF

Director817-460-4051

David Waldrep,LUTCF, CLU, ChFC

Director817-303-8660

Suzanna Powell,LUTCFDirector

817-996-7000

Marcia Allen,LUTCF, FSS

DirectorProfessional Development

817-329-2120

Terry BrownDirector

817-303-8660

Esther DavisAssociation Executive

817-781-0439

Mark Your Calendar!Tues. , Oct. 20, 2009“Combined Disability” CE1 Hour CECowboys Golf Club, Grapevine

Fridays, Starting Oct. 129:00 am—12:00 NoonFA 262 “Foundations of Finan-cial Planning”LJ Adams office, Arlington

Fridays, Starting Oct. 231:00 pm—4:00 pmFA 251 “Essentials of Busi-ness Insurance”LJ Adams office, Arlington

Sat, Oct. 31, 2009Bob Noels Tennis TournamentMansfield

Thur., Nov. 12, 2009Member Meeting 11:30-1:00Political FocusBring Canned Goods

Thur., Dec. 10, 2009Member Meeting 11:30-1:00Mission ArlingtonBring Toys and Donations

Thur., Jan. 14, 2010Member Meeting 11:30-1:00

Thur., Feb. 11, 2010Member Meeting 11:30-1:00

Thur., March 11, 2010New Board NominationsMember Meeting 11:30-1:00

Thursday, April 8, 2010Member Meeting 11:30-1:00New Board Elections

Monday, May 10, 2010Golf Tournament

Thursday, May 13, 2010Member Meeting 11:30-1:00New Board installationDisability Awareness Month

Great Southwest Times

NATIONAL ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS-GREAT SOUTHWEST

O C TO BE R 2 0 0 9

OCTOBER 2009P AGE 2

Scott Kissinger

President 2009-10

Please join us on Thursday,October 8th for our luncheonmeeting. It will be good tocompare stories on our sur-vival in this turbulent time.

Together, we have thestrength to face whatevercomes our professionalway. Keep in communicationwith your clients. NAIFA has thetools to keep you informed

See you Thursday.

Scott

Scott Kissinger presents the check theMansfield Kiwanis Club from NAIFA-

Great Southwest to the Alzheimer Asso-ciation for the Bob Noel Tennis Match.

Pictured L to R: Scott Kissinger, TheresaHocker, and Ellis Langston

LUTC Classes Now Available

President’s Message

FA 251 Essentials of Business Insurance

Location: L.J. Adams Division Office, Arlington TXDate/Time: Fridays 1-4 p.m., Oct. 23 –Dec. 11Covers how life and disability income insurance can guarantee the control and value of a business fol-lowing the owner's or key person's death, disability, or retirement through buy-sell agreements and keyperson insurance. Explores the basics of estate planning for the business owner. Examines what to say,how to say it, and when to say it to capture the attention of the business owner. (Currently unavailableas an online course.)Tuition: $410.00Includes: text by Stevick, Essentials of Business Insurance, with workbook.

Sponsored by NAIFA Great Southwest

FA 262 Foundations of Financial Planning

Location: L.J. Adams Division Office, Arlington TXDate/Time: Fridays 9-12 a.m. Oct. 23 –Dec. 11Provides an overview of the major components that make up a comprehensive financial plan, includingthe six step planning process, insurance planning, risk management, employee benefits planning, in-vestment planning, income tax planning, retirement planning and estate planning. The course also cov-ers Social Security and Medicare and their importance as the foundation of a client's financial plan.Online Training Center classes are available.Tuition: $410.00Includes: text by Worsham, ed., Foundations of Financial Planning: An Overview, with workbook.

Sponsored by NAIFA Great Southwest

GREAT SOUTHWEST T IMES P AGE 3

Lighten Up!During this global economic crisis, simplifying our work activity is the key to success. When we get rid of unprofitableburdens and organize, we can focus on more important things.

We live in a world with an overwhelming volume of information. My cabinet and desk drawer used to be full of infor-mation. I had a long list of favorites in my computer with lots of newsletters and lots of files that I thought one daywould become necessary.

As a saver of information, I spent too much time looking for what I must have saved somewhere. If I couldn’t find it quickly, I was bothered throughout the day and my performance suffered. Finally, I realized that my frustration had anegative power and restrained me from moving forward.

One day, I decided to throw away everything except for the most important things. I developed a worksheet to crystal-lize my thoughts using these questions:

What? What is important to my life? Why? When the world is confusing, I need to know in which direction I am heading. When? When do I start? Where? Where is my market? Who? Who am I? How? How do I want my future to be? What should I keep and what needs to be added? Hot? Is it something I am enthusiastic about? How much will it cost me? Is this something to invest in?

It took me days to get rid of all the junk I had saved over the years. But after a week, I could once again clearly seemy goals and purpose. I also found I could concentrate more and my performance improved.

Successful insurance professionals have a routine activity to follow in order to be successful. The first step is to deter-mine your routine and then focus on that only. Get rid of unnecessary stuff and lighten up.

Clean up your desk. Get rid of the paper and documents piled up on the desk. A messy environment will only bringmessy thoughts. Confusion creates negative power.

Eliminate e-mail. Get rid of old e-mail in the inbox. Once a week, I delete unimportant messages.

Pass on unqualified clients. Give unqualified clients to your staff or new agents in your office. They will be happy toserve them.

Focus on the important work. Every morning, I review my schedule for the day and find as many tasks as possibleto delegate to my assistant.

More is not necessarily better. Be selective. Think of what is most important to you. Focus on what you value. Dothe things that are good for you, your family, your community and the world.

Kenichi Ibuki is a 15-year MDRT member from Nagoya, Japan, with nine Court of the Table and three Top of theTable qualifications. An active volunteer on MDRT’s committees and task forces, Ibuki currently serves as the 2009 Chair of the Sales and Service Committee. He served as Chair of the task force overseeing the 2008 MDRT Experi-ence in Japan, and is a past chair of MDRT Japan.

Courtesy:

Million Dollar Round Table 847-692-6378 Phone 847-518-8921 Fax Website: www.mdrt.org

Our industry is constantly under attack...health care reform is on the hori-zon..what is next and how can you get involved?

NAIFA-Great SouthwestIFAPAC = Career Insurance

Check All That Apply:

__I believe in what I do for a living and the products

I sell.

__I would like the people who write laws to under-

stand the value I bring to my clients.

__My clients would be worse off if I were no longer able to properly serve them.

If you checked any of the boxes above, we encourage you to join other NAIFA-Austin members who are listed to the right and become an IFAPAC contributor.

Why Give?

Congress is shaping your future every day. Your business livelihood is beingaffected whether you participate in the democratic process or not.

Millions of citizens are actively trying to influence our national governmenttowards their opinions of a better America. And their opinions of a better Amer-ica do not necessarily include the members of the affiliated insurance agent andfinancial advisor associations.

Insurance agents and financial advisors have the right to devote time, talentand resources to help elect candidates with a favorable view of our industry anda willingness to listen and learn.

A contribution to IFAPAC allows insurance agents and financial advisors -who might feel their smaller financial contributions may not make a difference -to pool their resources and improve a pro-insurance candidate's chance to winoffice.

A donation to IFAPAC is an investment in your future.

Current ContributorsThank you backing the PAC!

You understand the value of your commitment and what it means to our indus-try. We ask you to please consider increasing your contribution.

We Are IFAPAC

The Insurance and FinancialAdvisors Political Action Commit-tee. We support candidates onboth the state and federal level

who share our business

philosophies. We need your help

to remain effective.

Current Contributors:

Diplomat ($1,000—$2,499)

Thomas D Currey

Statesman ($300—$499)

Scott Kissinger

Jeremy Normand

Lesley Pinckard

Ambassador ($200-$399)

Don Henderson

David Waldrep

Century Club ($100—$199)

Marcia Allen

Jerry Armstrong

Jeff Brown

Donald Murphy

Charlie Merrill

Sarah Merrill-Young

Dennis Smith

Investor ($50—$99)

Chris Beckham

Contribute Now!

Go to

www.NAIFA-Texas.com

To enroll or to upgrade

NAIFA-GREAT SOUTHWEST IS PROUD TO SPONSOR

“Combination Disability”1 hour CE

Presented by Skip Rice of DIAdvisor

Tuesday, Oct. 20, 200911:45 am - 1:15 pmCowboys Golf Club1600 Fairway DriveGrapevine, TX 76051

RSVP for this course

Seating is Limited!

Early Bird Reservation by Oc-tober 14th

$20 per person

Regular Registration by Oc-tober 16th

$30 per person

space permitting

Call the NAIFA-Great South-west office at

817-781-0439.

Attendees will Learn

Be sure to bring your Insurance License Number when you sign in.

The opportunities of Group Long Term Disability and Indi-vidual Disability Income combination programs

The types of combination programs

How to implement combo programs with owners of small tomedium-sized businesses and their employees

Current industry trends

The needs your clients have for a combination of Group LTDand IDI insurance to cover a greater portion of their income

The design options available and how to present the com-plete solution combination program to business owners andtheir employees

This continuing education course is sponsored by NAIFA-Great Southwest.

To register for this course by phone, call the NAIFA-GreatSouthwest office at 817-781-0439.

At the September 17th Meeting

President Scott Kissinger presents Jeff Brown, IFAPAC Chair withan award won by only two local associations in Texas. We are…

IFAPAC!

Steve Ernst of State Farm talked about how life insurance gave oneof his customers reassurance.

For Life Insurance Awareness Month, Terry Brown of Texas FarmBureau, gave his story of what it meant to deliver a claim.

NAIFA-Texas Trustee Frank Correa talked about the goings on at thenational convention held in Orland, Florida, earlier in the month.

Join us for NAIFA-Great Southwest Meeting every 2nd Thursday ofthe month. The meetings are held at the Shady Valley Golf Club inArlington, Texas. For more details, call the NAIFA-Great Southwestoffice at (817) 781-0439.