September 4, 2015
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NAIFA Preferred Providers Program

NAIFA is the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice.


  NAIFA members make more money than non-members in average  
  first-year commission and premium production

  NAIFA provides you the continuing education, sales and
  management training, and professional network you need to grow
  your business.

  NAIFA protects your business and the tax implications of your

NAIFA-Nebraska protects your business, helps you grow your business and promotes the ethical conduct of its members. 


Helpful websites for healthcare information: - good Q&A, very helpful - the Department of Insurance website - good links to all regulations

State Based Systems 

As of July 16, 2012, the Nebraska Department of Insurance uses a back-office software solution, State Based Systems (SBS).
As the regulatory system of choice by the Nebraska insurance regulators, we encourage you to take advantage of online tools.
You no longer need to keep CE certificates. All CE is reported online on the State Based system.

You may access your transcript online, telling you what credits have been taken, what still needs to be taken.


October 8, 2015 CE seminars live in Lincoln and video streamed to Omaha, Norfolk, Columbus, Grand Island, Kearney, North Platte, McCook, Valentine, Gering

CE credit approved from Nebraska Department of Insurance, pending from Iowa

8:30 am-12:30 pm central time for "Some Day is Today" - Long Term Care 4-hour Partnership Renewal
Marlene Lund, Jason Peplinski, Dr. Nancy Kelley-Gillespie, presenters

Join the team as they share their insights on the financial, emotional and physical issues that occur as a person ages. Gain a better understanding of today's landscape, so you and your clients will be prepared when making the 'Big Decisions'.

1:30-3:30 p.m. central time for "Health Care Reform Survival Training for 2016"
Brian and Chris McPike, presenters

You will review current data on the impact of the PPACA on a national and state level, will receive training on the insurance carriers, products and rates for 216 and review the tax compliance issues for individuals and employers.

To register online:,_2015_CE_Seminars


 NAIFA-Nebraska Advisor 2020 Workshop - Limited enrollment, first come-first served

Pre-Register by July 10 so there's time to send you the book to read before class
$195 registration fee includes all materials (you are on your own for lunch)

9:30 a.m. - 3:30 p.m.
5 hours CE, approved by Nebraska Department of Insurance

August 11 at Kearney Library, 2020 1st Avenue, Kearney
Chuck Olson, facilitator

  • 6-hour program includes lecture and interactice participant exercises
  • Advisor 2020 book is required reading prior to workshop

This workshop is designed to help you learn about the forces and opportunities shaping the financial services advisor of the future and identify ways to prepare for these changes. It will show you how to redefine the value you bring to your clients in the face of changing market financial forces. We are uniquely positioned to tap into these markets and shape the future savings patterns and consumer demand for insurance and financial services.

The workshop is jointly developed by the GAMA Foundation and NAIFA in furtherance of the findings in the Advisor 2020 book - a study whose content was developed by the GAMA Foundation and exclusively sponsored by NAIFA.

To register online:







NAIFA-Nebraska Member Mark Kolterman being sworn in as District 24 State Senator on January 7, 2015.  This is the One Hundred Fourth Legislative session.
Pictured on the left with his wife Suzanne; pictured on the right with two grandsons.



On July 9, 20214, NAIFA-Nebraska members sat with gubernatorial candidate Pete Ricketts in Omaha to discuss what NAIFA-Nebraska is about and how they help their clients.
Pictured from left to right: Rick Strevey, Bryan Holen, Chad Horsham, Pete Ricketts, Terry Headley, Tanya Patzner, Dave Koll, Paula Harris, Lisa Skinner, Mike Struebing




NAIFA-Nebraska 1633 Normandy Court, Suite A Lincoln, NE 68512

Phone: (402) 474.7723 Fax: (402) 476.6547