April 20, 2014
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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.

http://www.NAIFA.org/NAIFApays 

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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

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  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, pending approval from Nebraska & Iowa Departments 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

Outline:
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

Outline:
Intergenerational transfer of wealth study

Trends in charitable gifting

Philanthropic planning basics resources

Charitable gifting & tax-free gifts to family

 

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May 20-21 - Congressional Conference in D.C.

www.naifa.org/advocacy

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. We're looking for members in Nebraska who are interested in experiencing this meeting and helping to educate our members of Congress on the value of life insurance, annuities, retirement savings, and employee benefits for 75 million American families. Join us in this important effort to educate lawmakers about the value of your business to your clients.

The schedule would involve traveling to Washington D.C. in the morning on May 20 and returning the evening of May 21.  

Online registration is not yet open, but to read about the conference, click here. For the first 600 to register, NAIFA will reimburse up to $350. Your state association will reimburse another $100 to the first 25 who register from Nebraska. 

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.

 

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

Phone: (402) 474.7723 Fax: (402) 476.6547 Email:naifa-ne@assocoffice.net