September 2011
September 15, 2011
“Estate Planning 2011-12:
Newsletter Two Years of Certainty”
Inside this Issue Guest Speaker: Hugh Smart, JD, CLU, ChFC,
Director of Advanced Markets,
Upcoming Events Columbus Life Insurance Company
November 17, 2011 Association Meeting Brandywine Country Club
6904 Salisbury Road
ChFC Class Begins Friday, September 23rd Maumee, OH 43537
Run For Life 5K Results Meeting Start: 8:00 A.M.
(Sign In Begins: 7:30 A.M.)
Political Action /Advocacy /Involvement /Triple Play
Board of Directors Members: Meeting is free and Breakfast is $5.00
Non-Members: Meeting is $10.00 and
Breakfast is $5.00.
Upcoming Events
Presenter will provide CE voucher cards for all attendees
September 23, 2011 ChFC Class Begins
Please RSVP to naifatoledo@yahoo.com
November 17, 2011 Association Meeting for seating and breakfast!
January 19, 2012 Association Meeting
April 19, 2012 Association Meeting November 17, 2011 Association Meeting
Healthcare Reform Update
ChFC Class Begins Friday, September 23rd Guest Speaker: Dan Wakeman,
CEO St. Luke’s Hospital
HS 300 (Core) Financial Planning Process and
Environment Presentation Time: 30 minutes with questions to follow
Fridays, 8:30 AM – 11:00 AM Legislative Update on Healthcare Reform
Savage & Associates, Inc Boardroom Guest Speaker: Pat Paule, Employee Benefits Specialist,
Savage & Associates, Inc., Legislative Chair of Northwest
Cost: $599 + $25 shipping and handling for Ohio Association of Health Underwriters
materials. There is a $50 Fee for Non-NAIFA
Members. There is a one-time new student fee of Presentation Time: 1 hour
$135 for the American College. (Ohio CE approved – Michigan CE pending)
Anyone interested in participating may contact: Brandywine Country Club
Jessie Green, Savage & Associates, Inc Meeting Start: 8:00 A.M. (Sign In Begins: 7:30 A.M.)
419-725-7268 Members: Meeting and CE Credits are free and
jessie.green@savageandassociates.com Breakfast is $5.00
Non-Members: Meeting is $10.00 and
Participants will then be sent the enrollment forms Breakfast is $5.00. CE Credits are $10.00 per hour.
to complete in order to participate in the class.
Run For Life Political Action / Advocacy / Involvement / Triple Play
5K Results
If you have given, are giving, and/or intend to give your personal contribution to IFAPAC, thank you!
Thank you to all In order for IFAPAC to share your contribution with the State PAC you must give your directive. This is
those who essential for the ongoing communication we need with our State legislators.
volunteered and
participated in the This will only take a few moments to complete. You will need your member number (7 digits on your
Run For Life 5K Advisor Today magazine address label) and your password (your last name) to login to
on August 20, www.NAIFA.org - go to the Advocacy tab, and then to the IFAPAC tab. Select the link to the SEC
2011. Pay to Play Rule item and click the "Complete your IFAPAC Directive Online" link. Re-enter your
ID and password when requested and then check the appropriate box for your contributions to be
Congratulations shared with the State IFAPAC as well as the Federal IFAPAC. Please check with your Primary Carrier
to the winners: and/or Broker Dealer for guidance regarding PAC contributions for your individual circumstances.
Overall Male:
Sean Newmister You may choose to make an online contribution at this time, or to download a monthly bank draft form
Overall Female: for regular contributions. Even if you are not contributing at this time, please complete the online
Michelle Brooks Directive.
Our NAIFA-Toledo membership cost is $1.49/day ~ dues cannot be used for political campaigns,
Master Male
these funds must be provided through directed PAC contributions. You can make a difference and
(40+): Joe Baker
help sustain our business environment by taking an active role, as a member, and as an IFAPAC
Master Female contributor. Any level of contribution is appreciated, but Century Club ($100/yr.) is just a little more
(40+): Joan than 27 cents a day.
Matthews
Be professional, maintain your NAIFA membership. Be engaged in the political process, with regular
Grandmaster IFAPAC contributions. In addition, direct political involvement such as Hosting Campaign Coffee stops
Male (60+): for your candidate and informing your associates, clients and family about proposed legislation is a
Russ Bodi sign of your commitment to preserving the many benefits our products bring to the marketplace. You
Grandmaster are your clients advocate, help IFAPAC be your advocate on Capitol Hill and in the Statehouse.
Female (60+):
Jane Zbinden Give yourself clout by making direct contributions to Statewide Office campaigns, earn the Tax Credit
and let Ohio IFAPAC match your contribution. Information about the "Triple Play" is available on
Kids 1K Race NAIFA-Ohio website - use this link http://209.61.156.20/page.cfm?usr=380000&pageid=5541
(10 and Under):
Overall Male: Matthew A. Meeker, NAIFA-Toledo IFAPAC Chairman
Ben Thomas mmeeker@financialguide.com
Overall Female:
Lily Ogrodowski Board of Directors
Thank you to all Executive Board:
of our sponsors: President Joseph J. Feudi, LUTCF (Ohio National) josephfeudi@bex.net
Seymour and Vice-President Michael D. Sordyl, CLU, ChFC (The Ashley Group) msordyl@jhnetwork.com
Associates Immediate Past President Daniel J. Peffley, CLTC (MassMutual) dpeffley@finsvcs.com
ExamOne Treasurer/Secretary Michael D. Sordyl, CLU, ChFC (The Ashley Group) msordyl@jhnetwork.com
Apps National Committeeperson Duane G. Shively (New York Life) dgshively@ft.newyorklife.com
Dave’s Running
Shop Additional Board Members:
Matt Bartkowiak (ExamOne) matt.bartkowiak@examone.com
Finally a special Tamy D. (Peiffer) Hagan, LUTCF (Savage and Associates) tamy.hagan@savageandassociates.com
Matthew Meeker, CLU, ChFC, CLTC, IFAPAC Chair (MassMutual) mmeeker@finsvcs.com
thank you to our
Kathy Nowak (Portamedic) kathy.nowak@portamedic.com
run directors
Damian Ogrodowski,LUTCF(Savage and Associates) damian.ogrodowski@savageandassociates.com
Kathy Nowak and
Steven Riewaldt, LUTCF, FIC (New York Life) riewaldt@verizon.net
Tamy Hagan. Kevin R. Rood, CLU, ChFC, RHU, CLTC (MassMutual) krrood@finsvcs.com
Gregory Slack (APPS) greg.slack@appsparamed.com
P.O. Box 23266 Toledo, OH 43623
Visit us on the web: http://naifanet.com/toledo
Email: naifatoledo@yahoo.com