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NAIFA -
Missouri Slope
PO Box 723 - Bismarck, ND 58502
Phone: 701.222.3499; Fax: 701.222.0103
EMAIL
Welcome to the
NAIFA-MS web
page!! Monthly meetings and
Continuing Education are held the 3rd Monday of the month, September through May
(except in December).
Meetings are held at
11:30 a.m. with the Speaker at noon. Meetings are at
the Elks Lodge - 900 S Washington Street, Bismarck
We hope that you can join us
for a meeting, so that you, too, will see why “it’s smart to belong!”
Schedule of Events
Sponsors
Board of
Directors
Committee
Chairs
Membership/Member
Benefits
Schedule:
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Monthly meetings/lunch are at the Elks Lodge
(900 S Washington Street, West Entrance - Bismarck)
Lunch/Meeting - begins at 11:30 am - Speakers begin at noon |
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September 21, 2009 |
Monthly Meeting |
Speaker: Kevin Dvorak (1 hr. CE)
Course #20099004A
"Charitable Gifting" |
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October 19, 2009 |
Monthly Meeting |
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| November 16, 2009 |
Monthly Meeting |
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December 14, 2009 |
Continuing Education Day
(4-5 hrs CE)** |
Additional fees will apply |
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January 18, 2010 |
Monthly Meeting |
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February 15, 2010 |
Monthly Meeting |
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| March 15, 2010 |
Monthly Meeting |
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| April 19, 2010 |
Monthly Meeting |
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| April 28-30, 2010 |
NAIFA ND State Convention |
Doublewood Inn, Fargo |
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May 17, 2010 |
Monthly Meeting
Election of Officers |
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Sponsors

Hank Prien/Marv Splonskowski
Officers
2009 - 2010 NAIFA-MS OFFICERS & BOARD OF DIRECTORS
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President |
Jonathan Spilde |
258-5894 |
|
President Elect |
Bill Davis |
258-9888 |
|
Secretary/Treasurer |
John Power |
255-7259 |
| Past
President |
Karl Rakow |
751-3279 |
|
National Committeeman |
Norbert Mayer |
255-4090 |
|
Executive Secretary |
Nancy
Buechler |
222-3499 |
| 1 yr. Board Members |
Kyle
Herman
Marv Splonskowski
Dee Heintz |
255-6355
258-8414
258-8861 |
| 2 yr. Board Members |
Terry
Burke
Lynn Brokaw
Scott Sheldon |
222-3536
208-0617
663-5691 |
Committee Chairs
AHIA Chair
Pat Saltsman
255-0171 |
The Association of Health Insurance Advisors (AHIA) was
formed as a conference of NAIFA in response to today's
health care crisis, AHIA's mission is to advocate for a
positive legislative environment, enhance the business and
professional skills and promote the ethical conduct of its
members. AHIA members are NAIFA Federation members actively
involved in the sale of group and individual health related
products including disability, long-term care, critical
illness, Medicare supplement insurance and worksite
products. AHIA takes a lead role on health-related issues on
Capitol Hill, with the National Association of Insurance
Commissioners (NAIC), and the National Conference of
Insurance Legislators (NCOIL). Your membership secures your
representation on Capitol Hill and ensures that legislators
are working to make the marketplace better for YOU. For
more information on joining AHIA to protect your
professional future visit
www.ahia.net |
APIC Chair
Neil Ness
663-3419
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The Committee on Political Involvement promotes the
involvement of this Association in the election of
candidates for local, state and national office; consistent
with the legislative views of this Association. The
Committee seeks members of this Association to serve as
contacts for members of the legislature and establish a
grassroots lobbying effort. If you know a member of the
legislature - please let us know, contact APIC Chair or
complete the legislative contact at
www.naifa-nd.org |
Awards Chair
Lori O'Brien
222-3000 |
The Committee on Recognition of Quality and Achievement
promotes the interest of the membership in business of high
quality and superior persistency as well as promoting all
NAIFA Awards programs. The NAIFA Industry Awards program was
designed to recognize those life, health, multiline, home
service and financial planning professionals who seek to
maintain high standards in the insurance-based financial
services industry. By continuing to meet the standards set
by the NAIFA Industry Awards for quality, dedication and
sales achievement, you can attain personal satisfaction, as
well as evidence of a job well done. NAIFA members who reach
these levels of achievement win more than an award, they
attain recognition that distinguishes them as an outstanding
professional. NAIFA Awards include: National Quality Award (NQA)
- Recognizes members whose persistency records indicate
competence and dedication. National Sales Achievement Award
(NSAA) - Recognizes members for life & health insurance
sales volume. National Multiline Sales Award (NMSA) -
Recognizes multiline agents for growth in life insurance
sales. For more information, visit
www.naifa.org. |
FBF Chair
Scott Sheldon
663-5691 |
The Freedom Builder Fund was created on August 14, 1989 to
enable NAIFA-ND to provide the financial flexibility that a
professional organization should have to fully protect the
legal, legislative, and regulatory interests of its
membership in the state. The Association faces new
challenges each year to preserve the freedom of our
industry. Every year pressure mounts on the Association to
defend its members from ever growing attacks on the sale or
use of insurance. The Freedom Builder Fund monitors state
legislative activity and maintains a status report of the
activity for our members. The “Freedom Builder Bells” are
passed around monthly at meetings for free-will
contributions. Contributions to the Freedom Builder Fund can
be sent directly to NAIFA-ND or contact the Government
Relations Chair, Terry Weis for more information. |
Gov’t
Relations
Terry Weis
223-7571 |
The Committee on Government Relations examines laws and
regulations existing or proposed affecting the life and
health insurance and related financial service business.
When it comes to political advocacy and protecting the
interests of its members, NAIFA is one of the best in the
business. We engage decision makers at every level of the
legislative and regulatory system. NAIFA's government
affairs staff monitors federal legislation and mobilizes
resources to achieve the most favorable outcome for members
and their clients. The constituent and staff lobbying effort
is strengthened by both our industry-leading political
action committee (IFAPAC), and our grassroot network of
members (APIC) who have developed relationships with
virtually every member of Congress. The state association
works with NAIFA's law department to positively impact state
legislation and regulation by developing lobbying
strategies, commenting on key issues, and implementing
uniform policies. Our many successes have hinged on NAIFA's
favorable relationships with the National Association of
Insurance Commissioners (NAIC), the National Conference of
Insurance Legislators (NCOIL), and the National Conference
of Commissioners on Uniform State Laws (NCCUSL). |
IFAPAC Chair
Karl Rakow
751-3279 |
The Committee on Political Action develops program
activities to promote involvement in the political process
and aids individual members in becoming more knowledgeable
and involved in effective politics and government. The
committee works to make members aware of the purpose and
opportunities through involvement in the political process
and legislative activities. IFAPAC provides a strong,
unified voice that is heard by legislators on a statewide
and national level. Insurance and financial advisors have
the right to devote time, talent and resources to help elect
candidates with a favorable view of our industry and a
willingness to listen and learn. In 2004, North Dakota
IFAPAC contributed $11,250 to 74 candidates. Contributions
are voluntary and are not deductible for Federal Income tax
purposes. To become an IFAPAC contributor, or learn more
about the PAC, visit www.naifa.org. |
Membership
Norbert Mayer
255-4090 |
NAIFA's membership efforts rely on collective leadership
from local, state and National membership Committee and its
chair. Members in these positions guide NAIFA at the local,
state and national level in weaving membership and
membership value throughout all association activities. The
committee works closely with members, committees and board
of directors to enlist their support and ensure that
membership recruitment and retention is integrated into all
of our association activities and efforts The committee is
responsible for recruiting, organizing, training and
motivating members. For more information on the membership
benefits, visit:
www.naifa.org. |
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LUTC
Debra Jans
258-8263
Program/
Prof.Dev.
Bill Davis
258-9888 |
The Professional Development & Programs Chair is responsible
for planning and executing member meetings, promoting
professional career development and providing members with
quality education programs, such as LUTC, and other
education opportunities that will enhance members’ knowledge
and ability to market and sell insurance and other financial
products and services. Additionally, the Professional
Development & Programs work to ensure that local members are
provided the means to meet state CE requirements and
organize member-networking meetings. Professional
Development & Programs work to provide professional
development for four practice specialties, for new and
experienced members; provide sales ideas, motivational
content and topics on industry trends. LUTC provides the
professional designation, product knowledge and sales skills
to build a solid foundation for your career. For more
information on LUTC programs, visit
www.amercoll.edu.
For information on Programming and Professional
Development—visit
www.naifa.org. |
Membership/Member Benefits:
As a member of NAIFA-MS you are making a personal investment in your
profession AND your future.
· 8
monthly luncheon meetings with informative speakers and
CE Credits
· Industry
Awards/Local
Recognition
· LUTC
Course discounts
and discounts on numerous products and services, including:
Þ AON
Errors &
Ommissions Insurance
Þ UPS
next day, 2nd
day delivery
Þ Hertz
nationwide
rental car service
Þ Capital
Trust of Delaware
client trust services
Þ Client
Marketing Systems
client management software
Þ Standard
& Poors
investment information for your clients in real time
· State
Convention with outstanding speakers providing
continuing
education, sales ideas and personal growth.
· Legislative
Updates and
Action Alerts on a State and Federal level. Effective
grassroots network
for legislation and
public affairs.
· State
Newsletter “Dakota
Advisor” & National Magazine “Advisor
Today” Annual
State Membership Directory
· Networking
– learn from
other successful financial service professionals.
· One
of the most effective
Political Action
Committees in the
nation.
· Sales
ideas, education and training.
Agent/Rookie of The Year
Nominations
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