2014 Calendar of Events - NAIFA Columbus

 

Wednesday, May 21, 2014

CE SEMINAR (offering 2 hours of CE credit)
9:15 a.m. - 11:15 a.m.
Cost: FREE for NAIFA-Columbus Members / $35 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085

NAIFA-COLUMBUS I. DAVID COHEN LIFETIME ACHIEVEMENT AWARD LUNCHEON
11:30 a.m. - 1:00 p.m.
Cost: FREE for NAIFA-Columbus Members / $25 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085

Wednesday, September 17, 2014

CE SEMINAR (offering 2 hours of CE credit)
9:15 a.m. - 11:15 a.m.
Cost: FREE for NAIFA-Columbus Members / $35 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085

NAIFA-COLUMBUS MEMBERSHIP LUNCHEON
11:30 a.m. - 1:00 p.m.
Cost: FREE for NAIFA-Columbus Members / $25 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085

Wednesday, October 15, 2014

CE SEMINAR (offering 2 hours of CE credit)
9:15 a.m. - 11:15 a.m.
Cost: FREE for NAIFA-Columbus Members / $35 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085

NAIFA-COLUMBUS MEMBERSHIP LUNCHEON
11:30 a.m. - 1:00 p.m.
Cost: FREE for NAIFA-Columbus Members / $25 for Guests or Non-Members
Location: J. Liu Restaurant, 6880 N. High Street, Worthington 43085

Monday, November 10, 2014

NAIFA-COLUMBUS “A Day with MDRT” Event
7:30 a.m. - 3:00 p.m.
Cost: $95 for NAIFA-Columbus Members / $145 for Non-Members / $750 for Table of 10
Location: Hilton, 401 N. High Street, Columbus 43215


New Members

Welcome goes to the following new members.

Katherine Foland
Thrivent Financial

Warren Seeley
Ameriprise

 

 


May 2014 Meeting

CE Seminar and Annual I. David Cohen Lifetime Achievement Award Luncheon

Wednesday, May 21, 2014
9:15 a.m. – 1:00 a.m.
J. Liu Restaurant, 6880 N. High Street, Worthington OH

CE SEMINAR - Offering 2 hours of CE Credit


CE SEMINAR - Offering 2 hours of CE Credit
Time: 9:15 a.m. – 11:15 a.m.
Individual Disability Income Insurance
Speaker: Michael Wilson, Wilson Brokerage Services

Free for NAIFA-Columbus Members / $35 for Non-Members/Guests 

Most people spend their time accumulating wealth and forget to adequately plan to transfer that wealth to the next generation. This “plan not to The Seminar discusses all aspects of disability income insurance from the basic purpose of coverage to the taxation of benefits.

Michael Wilson has been in the insurance industry since his graduation from Miami University over 20 years ago. He has worked in the home office setting as an underwriter and a business analyst as well as in the field as a producer. Michael also spent a number of years with a consulting firm that provided insurance industry analysis and benchmarks to some of the largest insurance companies in the country. Most recently, Michael was an award winning Disability Income Specialist with Guardian Life Insurance Company until leaving to work with his family owned and operated business, Wilson Brokerage Services, Inc. as a wholesale provider of disability insurance products.

Annual I. David Cohen Lifetime Achievement Award Luncheon

Time: 11:30 a.m. – 1:30 a.m
Celebrate With Us As We Honor the 2014 I. David Cohen Lifetime Achievement Award Recipients…

  • The Late Samuel T. Selby
  • Anthony R. Shockly, CLU, CLTC

2014-2015 Board of Trustees Swearing In Ceremony will also take place

Free for NAIFA-Columbus Members, past presidents and past award recipients / $25 for Non-Members/Guests

 


National Committee Report

Cort Bradbury, National Committee-person

Cort Bradbury

NAIFA GovTalk

 

House OKs Bill to Change ACA Full-Time Work Definition to 40 Hours/Weekt


On April 3, the House approved legislation to change the Affordable Care Act’s (ACA’s) definition of full-time work from 30 hours per week to 40 hours per week. H.R.2575, sponsored by Rep. Todd Young (R-IN), passed on a bipartisan 248 to 179 vote, with 18 Democrats joining 230 Republicans voting “aye.” Some 210 House members cosponsored the legislation, which NAIFA strongly supports.

The Congressional Budget Office (CBO) and Joint Committee on Tax (JCT) scored H.R.2575 as projected to add $73.7 billion, over 10 years, to the federal deficit. But, the House did not offset the almost $74 billion cost of H.R.2575. Plus, CBO and JCT said the bill would result in some one million fewer people getting health insurance through their employers. The revenue issue and the prospects for fewer people getting employer-provided health insurance were the stated reasons for most of the “no” votes in the House.

Concern about the bill’s cost and its impact on employer-provided health insurance, along with the perception that this measure is part of the GOP drumbeat to repeal, delay or otherwise gut the ACA, are why the bill may stall in the Senate. Adding to the dim prospects for enactment facing H.R.2575 is the promise of a veto issued by President Obama.

NAIFA Staff Contact: Diane Boyle, Vice President – Federal Government Relations, at (703) 770-8252.

Senate Finance Approves Tax Extender Package

On April 3, the Senate Finance Committee approved a tax extenders package that includes a “Sense of the Senate” resolution that calls for fundamental tax reform. The $85 billion EXPIRE Act renewed for two years most of the 55 or so expired or expiring tax rules. The bill, which has not yet been introduced, was not offset.

Finance Committee chairman Sen. Ron Wyden (D-OR) opened the mark-up by saying this would be the last extenders bill to be considered by the committee while he is chairman. Senator after Senator, from both sides of the aisle, repeated his or her unwillingness to continue the long-standing practice of temporary tax rules that are renewed—often a year or more after they expire—rather than made permanent or eliminated. Virtually the entire committee noted opposition to this temporary tax policy process, and said it proves the need for fundamental tax reform.

In addition to the resolution calling for tax reform, the EXPIRE Act includes:

  • A two-year extension of the health coverage tax credit (HCTC), a tax credit aimed at helping folks who’ve lost their jobs due to trade issues
  • A two-year extension of the rule that allows limited direct tax-free gifts from IRAs to charities
  • A provision to add indexing to Section 179 small business expensing rules Extension of funding rules for multiemployer (union) defined benefit pension plans

The Committee also discussed—but did not approve—a proposal to allow Flexible Spending Account (FSA)/Health Savings Account (HSA) money to be used to buy over-the-counter medicines. There were also a number of “message amendments” offered and withdrawn, or filed but not brought up. Among them were proposals to repeal the Affordable Care Act (ACA), delay it, prohibit enforcement of its individual mandate, and repeal of some of its specific taxes, including the health insurance tax. There was also an amendment filed, but not brought up, to repeal the estate tax.

On April 8, the House Ways & Means Committee held a hearing on seven (none that would impact NAIFA members or their clients) of the extenders. Committee chairman Rep. Dave Camp (R-MI) said his plan is to move separate bills, each dealing with one (or a few) of the 55 or so extenders, with policy decisions made based on the treatment of the relevant tax rules in his tax reform plan.

Currently, it appears that Ways & Means will begin—probably by early May—by marking up a tax bill that will make permanent the research and development tax credit, which the Senate will then amend by adding to it the entire tax extenders package. However, because the EXPIRE Act is not offset, there is a strong feeling that Senators will either have to find $85 billion in offsetting new revenue—a significant risk to the tax rules that impact life and health insurance, annuities, retirement savings and employer-provided benefits—or wait until after Congress finalizes a decision on restoring long-term federal unemployment benefits. This is because Senators believe they cannot approve a tax bill that would add $85 billion to the deficit until after they restore unemployment benefits. Given the difficulties facing the unemployment benefits issue in the House, many Washington observers think it will be late this year, at the soonest, before Congress makes a final decision on tax extenders legislation.

NAIFA Staff Contact: Diane Boyle, Vice President – Federal Government Relations, at (703) 770-8252, or Judi Carsrud, Director – Federal Government Relations, at (703) 770-8155.

 

 

NAIFA National Online Leadership Academy

The 2014 NAIFA National Online Leadership Academy is Coming Soon!

Dear NAIFA Leaders:

The 2014 NAIFA Online Leadership Academy (The Academy) will be launched in a few short weeks and with it will come a wide array of new sessions, new ideas, and new speakers to help you succeed in your role. The Academy is an online community designed to train you, current and incoming NAIFA association leaders and Executives, at your own pace, in the location of your choice, at the time that is most convenient for you. The Academy not only provides you with key knowledge of National programs, initiatives, and resources, but also shares with you the stories and advice of established fellow NAIFA leaders. And to top it off, in 2014, The Academy has expanded to include the following new sessions:

  • Session 2: What is my Role? National Committeeperson
  • Session 2: What is my Role? LILI Chair
  • Session 8: Closing session, “Paper Clips: It’s the Little Things that Count!” featuring professional industry speaker Sarah Kaelberer, CFP, CLU, ChFC

In addition to these new sessions, all the other sessions have been revitalized with new content and all NAIFA leaders and Executives are encouraged to participate and complete The Academy in 2014. For a complete view of the 2014 Academy offerings view the attached flow chart. 

As we prepare to launch the 2014 Academy please note that effective Tuesday, April 8th, the 2013 NAIFA Online Leadership Academy will no longer be available. Final graduate lists for the 2013 Academy will be available when the new Academy launches.

If you have any questions or would like additional information on how you and your association can take advantage of The Academy to complement your own state and local association leadership programs, please contact us at academy@naifa.org or 877-TO-NAIFA (877-866-2432).

We look forward to seeing you on the graduate list!

Sincerely,
Juli Y. McNeely, LUTCF, CFP, CLU
2013-2014 NAIFA National President-elect

READ BROCHURE

Membership Meeting Highlights

March Meeting Highlights

On March 19th, NAIFA-Columbus held a Membership Breakfast Meeting at J. Liu Restaurant in Worthington. During this breakfast, George Wilkins with Guardian Life/Berkshire Life discussed “The State of the Disability Industry.”

President Duane Borcherding gave his President’s Message; Andre Bradley with CareWorks Consultants, Inc. shared information on the NAIFA-Columbus Workers Compensation Group Rating Program; and members announced life-changing events that were happening in their lives.

Immediately following the breakfast, George Wilkins also conducted a two-hour CE seminar from 9:30 am to 11:30 am. During the first hour, “Trends in the Medical Market and What They Mean to the IDI Producer” was discussed then during the second hour, “Trends in the Dental Market and What They Mean to the IDI Producer” was discussed.

Thank you to our breakfast sponsor, Guardian and Columbus Financial Group.

March CE Seminar

March Breakfast - George Wilkins

 

April Meeting Highlights

On April 16th, NAIFA-Columbus held a “NAIFA-Columbus Gives Back” Luncheon Meeting at J. Liu Restaurant in Worthington where President Duane Borcherding welcomed members and guests. Guest Speakers included Angela Parsons, J.D. with The Columbus Foundation, Major Terry Wood with the Salvation Army and George W. McCloy, Member of The Ohio State University Board of Trustees and Member of NAIFA-Columbus.

NAIFA-Columbus Past President Bill Clark presented The Ohio State University James Cancer Hospital with a check for $12,000 as a donation from the 2013 Dennis Clark Golf Classic.

Thank you also to our luncheon sponsor, MassMutual and SFG Brokerage.

Prior to this luncheon, Scott Passias with Lincoln Financial Group conducted a two-hour CE seminar from 9:15 am to 11:15 am where he discussed “Helping the Client Maximize Wealth Disribution.”

April's CE Seminar

Check Presentation - George McCloy, Maria Miller, Duane Borcherding, Bill Clark and Mike Kessler