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-Nebraska protects your business, helps you grow your business and promotes the ethical conduct of its members.
Helpful websites for healthcare information:
www.irs.gov - good Q&A, very helpful
www.doi.ne.gov - the Department of Insurance website will have weekly updates on implementation of the Affordable Care Act
www.healthcare.gov - good links to all regulations
NAIFA provides you the continuing education,
sales and management training, and professional
network you need to grow your business.
May 14 - State CE Day
3 hours Ethics continuing education and 3 hours Life continuing education on charitable giving, approved from Nebraska Department of Insurance
CE will be video streamed to eight locations across Nebraska: Live in Lincoln, streamed to Omaha, Norfolk, Columbus, Grand Island or Hastings, Kearney, North Platte, McCook, Gering, Valentine
For online registration with a credit card: http://www.naifanet.com/300000/May_14,_2014_CE_Day
9-noon central time for morning session - 3 hours Ethics
"NAIFA Risk Management", Nick DeSon, presenter, Sr. Vice President, CalSurance Associates
DeSon currently authors NAIFA's CalSurance Connector, a monthly loss prevention newsletter
Legal basis for professional liability including a self-evaluation test, the right to sue, standards of conduct
Claims against insurance professionals by error type, product type, average cost of claims and risk management strategies for minimizing claims
General risk management and agency management procedures to include documentation, techniques, perspectives and the litigation process
1-4 p.m. central time for afternoon session - 3 hours Life
"Transfer of Wealth Study & Current Trends in Charitable Gifting"
Presenters: Jim Gustafson, Gift Planning Director, Nebraska Community Foundation; Jason W. Bombeck, CPA, Managing Director, BKD; Jeffery T. Peetz, attorney, Woods & Aitken; Tyler Mainquist, Financial Consultant, Central Financial Services
Intergenerational transfer of wealth study
Trends in charitable gifting
Philanthropic planning basics resources
Charitable gifting & tax-free gifts to family
THANK YOU to the following sponsors who are supporting this CE day:
Art Jetter & Company
Assurity Life Insurance Company
Farm Bureau, Nate Casey
Farm Bureau, Tim Jordening
Farm Bureau, Richard Peters
Farm Bureau, Rick Smith
Farm Bureau, Don Snyder
The Essential Step
May 20-21 - Congressional Conference in D.C.
On May 20-21, 2014, NAIFA will be holding its 2014 Congressional Conference to establish and cultivate relationships with lawmakers and share the expertise of NAIFA members. As an attendee, you are helping educate our members of Congress on the value of life insurance, annuities, retirement savings, and employee benefits for 75 million American families. This is an important effort to educate lawmakers about the value of your business to your clients.
Attendees will be traveling to Washington D.C. in the morning on May 20 and returning the evening of May 21.
Be sure to view the 2013 highlights. You'll see four photos of the Nebraska delegation with Senator Johanns.
NAIFA protects your business
and the tax implications of your products.