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Meeting Location: Dobson Ranch Inn, 1666 Dobson Ranch Rd, Mesa, in the PER-
ZOLA (Rotunda) Room - 7:30 AM
PROGRAM—Jason Sherman—A Real Life Story—‖Diary of a Widowed Dad‖
Thank you to Judy Aguilar-Woertz for all her hard work and service to NAIFA-Arizona over this past
year!
Next Breakfast Meeting—Sept. 15, 2011
M. G. Peterson Consulting, PLC, CPAs
State Farm
Hoopes, Adams & Alexander, PLC
Pinnacle Restoration
EMSI-Arizona—Kevin Jensen
The Chittendens
Generations Consulting Group
EAST VALLEY NEWS
September 2011
THANK YOU TO OUR SPONSORS!
NAIFA-EAST VALLEY
An East Valley Real Life Story
Jason Sherman—Speaker for NAIFA-East Valley meeting September 15, 2011
Right up until the very moment that everything changes forever, Jason Sherman’s life seems to be following a rec-ognizable path. He goes off to college, meets the girl of his dreams, experiences love at first sight, and finds him-self facing marriage and parenthood. Two children and nearly eleven years of marriage later, Jason is a husband and father in his early thirties. During a romantic evening out on the town between this Arizona everyman and his beloved wife, Nicole, the unspeakable occurs, and shatters the lives of Jason and his two girls. Jason lives with his now three beautiful girls, Hailey, McKenna, and Avery, in Mesa, Arizona, not far from where he grew up. He works in the retail industry, but derives his greatest pride and joy from being a father, a son, a brother, a nephew, a cousin, an in-law, a friend, and a co-parent and fiancée to his sweetheart, Courtney. First and foremost, Jason is a family man. He is also the author “Diary of a Widowed Dad”. Come join us for this compelling meeting as we hear the real life story of one of our member’s clients and be re-energized about our profession and the great importance of the work we do for our clients.
Your 2011-12 Board:
First Row: Judy Aguilar Woertz, Past President; Dale Chittenden, President; Donna Kohlhase, Secretary/Treasurer
Back Row: Michael Klein, President-Elect; Lars Hansen, Nat’l Committee Chairman; Bill Wise, IFAPAC Director;
Vandy Moore, Director, Deniz Nouri, Director
OFFICERS
Dale Chittenden, President
The Chittenden Group
3821 E. Indian School
Phoenix, AZ 85018-5234
602-955-4773
Michael Klein, CFP, MBA, President Elect
Klein Financial
4824 E. Baseline Rd, Ste 135
Mesa, AZ 85206
480-981-1333
Donna Kohlhase, CFP, CLU, ChFC, CASL, Secretary Treasurer
State Farm Ins. Companies
6836 E. Brown Rd.
Mesa, AZ 85206
480-396-2140
Judy Aguilar-Woertz, LUTCF, ChFC, CFP, CASL, Past President
State Farm Ins. Companies
8601 S. Priest Dr., Ste 101
Tempe, AZ 85284-1919
480-598-0544
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 Insurance Co
4135 S. Power Rd, Ste 123
Mesa, AZ 85212-3626
480-497-3933
William Wise, CLU, LUTCF
Farmers Insurance Group
3660 E. University Dr., #4
Mesa, AZ 85205
480-924-4070
Deniz Nouri
Generations Consulting Group
70 S. Val Vista Drive
Suite A3-321
Gilbert, AZ 85296
602-570-4400
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 3 EAST VALLEY NEWS
At NAIFA-East Valley
WE CARE!
www.naifaeastvalley.org
One Hour CE Class – Thurs-
day, October 13, 2011
―Linked Benefits‖
This class will be held IMMEDI-ATELY following the regular
breakfast meeting on 10/13 in the Rotunda Room. There will
be NO CHARGE to active NAIFA members, and a $15 fee
for non-members.
Contact Deniz Nouri at 602-570
-4400 for more info!
Congratulations to all of our 2010-11 Awards &
Designation Recipients!
NMSA Award winners:
Steven M. Johnson – 3 years
Judy Aguilar-Woertz, LUTCF, ChFC, CFP, CASL – 5 years
Julie Jakubek – 5 years
Richard F. West – 10 years
NQA Award winners:
Steven J. Edman - 1 year
Matthew Klanrud FIC – 1 year
Joseph A. Morris, CLU – 2 years
Alan Nickerson, FICF, LUTCF – 4 years
Chet Jaehnig, FIC, MDRT – 6 years
Judy Aguilar-Woertz, LUTCF, ChFC, CFP, CASL – 9 years
Mark E. Rowley – 11 years
NSAA Award winners:
Chet Jaehnig, FIC, MDRT – 8 years
Congratulations to NAIFA-East Valley for being recognized by NAIFA-Arizona
for their outstanding IFAPAC contributions!
Bill Wise, IFAPAC Chairman, accepts this top Award at the State ALC Meeting
on August 12th
Community Service
We have selected two organizations to focus our community service on for the
2011/2012 year.
AzBrainFood:
There are a surprising number of children who receive free breakfast in our public schools, these children also received the ―poor kid‖ lunch dur-ing the week. The problem comes over the weekend when there is no food for these children. AzBrainFood provides a sack of food on Friday that is discreetly place in their backpacks & taken home for the weekend. The schools stats are showing that these children are coming back on Monday in an improved frame of mind, less conflict, improved attention spans & now better grades. NAIFA-East Valley will be collecting funds to support this program. The cost per child per school year is $200. The total amount of your donations will determine how many children we will spon-sor. Put your donation into the brown lunch bag at the registration desk
or the one on your table.
Mesa Fresh Start:
Need to clean your bookshelves! NAIFA-East Valley will be collecting self-help, moti-
vational & How-to books to help Fresh Start build their library.
Fresh Start has been very active in the Phoenix area for years; they are now expand-
ing to Mesa. Fresh Start provides resource and referrals to any women wanting to re-
enter the workforce. The resources include classes, seminars & counseling, as well as
access to a well-stocked Library. Take a look at your bookshelves – I bet there are a
couple of books that you no longer need. Bring them to the September meeting.
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 …………………..
Sept. 15, 2011
Dobson Ranch Inn
Breakfast Meeting
7:30 AM
Speaker
Jason Sherman
A Real Life Story
―Diary of A Widowed Dad‖
Oct. 13, 2011
Dobson Ranch Inn
Breakfast Meeting
7:30 AM
Speaker, Allan Zee
A Health Care Reform Update
Nov. 10, 2011
Dobson Ranch Inn
Breakfast Meeting
7:30 AM
Speaker, Truitt Smith
Investments, 401k’s,
Pensions
WELCOME NEW MEMBERS!
Thomas Holman, LUTCF—American Family
Bryan Hunt—American Family
Daniel Wisniewski—American Family
CALENDAR OF EVENTS
DO YOU NEED
ERRORS &
OMMISIONS
INSURANCE?
Check out the great deal offered by NAIFA/
CalInsurance by clicking on the link below!
Www.naifaeo.com
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 Deniz Nouri at [email protected]
Page 8 EAST VALLEY NEWS
Committed to Your Career?
NAIFA MEMBERSHIP CAN IMPROVE YOUR BOTTOM LINE and PROTECT YOUR LIVELIHOOD!
With 200,000 members and their associates nationwide, NAIFA is the largest financial services membership association in
the United States. NAIFA is a federation of 700 state and local association all striving for the same common goal: to pro-
tect your livelihood and your clients' financial security. Join today and get the power of NAIFA behind you!
Connections That Count: Just as you connect your clients to the services they need, NAIFA con-nects you to the resources you need to be successful. We are your voice on Capitol Hill and in your backyard, fighting for a positive legislative and regulatory environment for insurance and financial professionals. We provide education and networking opportunities that help your business grow. NAIFA communications — in print and online — enhance your understanding of the industry.
Member Benefits Include:
ADVOCACY: There is power in numbers! Our voices must be heard at the state and federal governmental Levels. NAIFA’s staff of experienced lobbyists works with Members of Congress and state legislatures to pro-tect your career and your valuable business interests. Stay connected and involved with NAIFA Frontline and Action Alerts that help you protect your business and your clients.
SALES IDEAS AND PRACTICE RESOURCES: NAIFA Members have access to valuable sales and practice management tips, business resources and product discounts through the association’s award winning national magazine, Advisor Today, as well as online publications like e-tips and web exclusive features on AdvisorTo-day.com
PROFESSIONAL DEVELOPMENT AND NETWORKING: Earn valuable continuing education credits and net-work with some of the industry’s most respected and successful professionals. NAIFA’s results oriented pro-gramming is specifically tailored to provide you with tools necessary to compete and succeed in our changing industry. Stay ahead and stay connected by attending local, state and national association meetings.
INDUSTRY WIDE RECOGNITION AND AWARDS: Use your NAIFA membership to qualify for industry-wide recognition like the Million Dollar Round Table (MDRT), the National Quality Award, the National Multiline Award, The National Sales Achievement Award and the Life Underwriter Training Council Fellow (LUTCF) designation.
Www.naifa.org or call 1-877-TO NAIFA (866-2432)
Page 10 EAST VALLEY NEWS
SPONSORS - We THANK you for your support!
Page 11 EAST VALLEY NEWS
OUR SPONSORS - We THANK you for your support!
OUR ADVERTISERS - We THANK you for your support!
Page 12 EAST VALLEY NEWS