NAIFA-Dallas and our 2016-2017 Program Sponsor are proud to...

MARCH 2017 | VOLUME 89 | NO. 7 A publication of the National Association of Insurance and Financial Advisors – Dallas

connections that count

IN THIS ISSUE:

3 | Association Calendar

5 | 2016-2017 President’s Cabinet

6 | Need Continuing Education?

7 | 2017 NAIFA-Dallas Membership Directory

7 | Welcome New Members

8 | Race for Success Sponsorship Benefits

9 | NAIFA-Dallas Bowling Bash

10 | Thank You Sponsors and Exhibitors

www.naifadallas.org

NAIFA-DALLAS was founded in 1913 as the Dallas Association of Life Underwriters (DALU)

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Melinda Marcus, MA, CSP Decision Catalyst, Influence Advisors

DON’T BLEND IN: How to create a personal brand that attracts opportunities and influences successsee page 3

NAIFA-DALLAS PROGRAMThursday | March 23, 2017

NAIFA-Dallas and our 2016-2017 Program Sponsor are proud to present:

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MARCH 2017 | FAN | 2

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) 14990 Landmark Blvd. Suite 300 Dallas TX, 75254 214-346-0985. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America, New York, NY (Guardian). PAS is an indirect, wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS or Guardian. |PAS is a member FINRA, SIPC|

The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © Copyright 2005 – 2013, The Guardian Life Insurance Company of America.

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Thomas Zanovich CFSManaging DirectorOpes One Advisors

15303 N. Dallas ParkwaySuite 550

Addison, TX 75001

mailto:[email protected]



NAIFA-DALLAS PROGRAMThursday | March 23, 2017 | Prestonwood Country Club 11:15 - 1:00 pm | 15909 Preston Road, Dallas, TX 75248 | $25 Members | $50 Non-members

Melinda Marcus, MA, CSP Decision Catalyst, Influence Advisors

DON’T BLEND IN: How to create a personal brand that attracts opportunities and influences success

Ever wish you had more influence with people? How would it make your job easier if they instantly liked you and trusted you? Now, imagine what an advantage it would be like if

you knew what they were thinking, feeling or intending to do by reading their body language and speech patterns. Melinda is going to share scientifically proven strategies you can use to ethically influence decisions.

Melinda Marcus, MA, CSP, shows executives how to influence decisions before they lose big opportunities. As an expert in The Science of Influence, she bases her consulting and speaking programs on proven strategies in Persuasive Psychology, Body Language and Strategic Messaging. Melinda has built a solid track record helping clients, from Fortune 500 companies to leading regional organizations, across a range of industries: healthcare, law, financial services, architecture, and even NFL teams. Her programs on The Science of Influence empower executives to gain buy-in from clients, prospects, colleagues and boards. As a result of her consulting and coaching, executives have successfully closed deals in excess of $275 million.

During her career, she was named one of the “Ten Outstanding Young Working Women in America” by Glamour magazine and “One of the Five Women to Watch in the Southwest” by ADWEEK magazine. Her work has been honored with more than 100 awards in the advertising industry, including prestigious CLIOs and a Silver Lion at Cannes. Before starting her own firm, she was the first female Creative Director at the award-winning national branding agency The Richards Group.

Melinda has been a featured speaker and workshop leader nationally and internationally for corporations, professional associations, and universities, including top business schools, such as Northwestern Kellogg. She was chosen for a Master Program on Nonverbal Communications, where she is studying directly with the former FBI agent who trained the FBI on how to read body language. She earned her B.S. with Honors in Psychology from Northwestern University and her M.A. in Mass Communications from Southern Methodist University. Her Psychology research on first impressions is published in the Journal of Applied Social Psychology. She has earned the National Speakers Association’s CSP (Certified Speaking Professional) certification, a designation earned by only 12% of speakers globally, who have attained the highest level of quality in the speaking profession.

20173/12 | Daylight Saving Time Begins

3/14 | Texas Regulations & Ethics Course NAIFA-Dallas office 2-Hr CE, 10:00 am - 12:00 pm (see page 6)

3/15 | Estate Planning Council N TX Life Insurance Ownership & Beneficiary Issues Al Kingan Gleneagles Country Club 7:30 - 9:00 am

3/15 | DAHU Chapter Meeting Balance Billing – The Whys and Wheres, Ed Oleksiak The Clubs of Prestonwood 11:30 am - 1:30 pm

3/17 | St. Patrick’s Day

3/21 | FPA DFW Chapter Meeting Advising Clients Through the Toughest Times in Life Amy Florian Crowne Plaza Hotel 11:00 am - 2:00 pm

3/23 | NAIFA-Dallas Luncheon & CE Melinda Marcus, MA, CSP Don’t Blend In CE: Cobra – Am I Doing It Wrong? CE Sponsor: Connect Your Care (see page 6)

4/4 | Lunch ’n Learn

4/27 | NAIFA-Dallas Luncheon & CE Brad Bulkley

5/12 | Race for Success Lone Star Park (see page 8)

5/23- | NAIFA Congressional Conference and Day on the Hill Washington, DC

6/13 | Lunch ’n Learn

6/22 | NAIFA-Dallas Luncheon & CE Celebration of Achievement; Installation of 2017-2018 Officers and Directors

5/24

NAIFA-Dallas and our 2016-2017 Program Sponsor are proud to present:

Joe Radovic, CLU, ChFC, CFP, MSFS469.737.4000

[email protected]

THANK YOU to our February

CE Sponsor

March Honor Agency is Connect Your CarePre-register and you will be seated at the Honor Agency reserved table.

TO REGISTER: Email: [email protected] or Register Online: www.naifadallas.org

Save the Dates

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2016-2017 BOARD OF DIRECTORSOFFICERS

NAIFA-DALLAS STAFF 972.991.2364 | www.naifadallas.orgKaren True, Executive Vice President | [email protected] Pam Thompson, Executive Administrative Assistant | [email protected]

IMPORTANT NUMBERSDAHU | Edward Oleksiak | 214.265.6328Dallas Estate Planning Council

Teresa Moore | 214.340.8020FPA DFW | Melisa Hall | 972.747.0407IFAPAC | Dornell Reese, Jr. | 972.381.7500IFAPIC | Steve Anderson, LUTCF | 972.424.0484

NAIFA National | 877.866.2432NAIFA-Texas | 512.716.8800SFSP | Patricia Pattison | 817.370.8991Social Media | Naomi Montez | 972.581.8766WIFS DFW | Patricia Pattison | 817.370.8942Young Advisors Team | Alisia Vazquez | 469.534.6901

DIRECTORSCONTENTS

3 | NAIFA-Dallas Program, 3/23/17 Melinda Marcus, MA, CSP “Don’t Blend In: How to create a personal brand that attracts opportunities and influences success”

3 | Association Calendar

4 | Officers, Directors and Staff

4 | Important Numbers

5 | President’s Message

5 | 2016-2017 President’s Cabinet

6 | 1-Hour CE Course Following 3/23/17 Luncheon, “COBRA – Am I Doing It Wrong?”

6 | Texas Regulations & Ethics Course 3/14/17

7 | 2017 NAIFA-Dallas Membership Directory

7 | Welcome New Members

8 | Race for Success Sponsorships

9 | NAIFA-Dallas Bowling Bash

10 | Thank You Sponsors & Exhibitors

ADVERTISER INDEX

8 | The Fisher Agency

7 | Insurance Designers

2 | OpesOne Advisors/Guardian

10 | PGT

6 | Rice & Rice, PC

NAIFA–DALLAS Editorial and Advertising Office16990 Dallas Parkway, Suite 212 Dallas, TX 75248 972.991.2364 www.naifadallas.org | [email protected]

The Financial Advisor News is produced 10 times per year by NAIFA-Dallas. Annual subscription is $1.00 per year for members only. Subscription is included in the dues. Unless specifically stated, the publishing of an article or an advertisement does not imply endorsement by NAIFA-Dallas of either the views expressed or the products advertised.

Financial Advisor NewsFAN

Community RelationsMatt RobertsonNational Farm Life817.266.8356 [email protected]

ProgramsMary LyonsPersonal Economics Group214.624.5627 [email protected]

Government RelationsDavid Sims, CFP, MBA, MSA, AAMSPrincipal [email protected]

Planning & DevelopmentJeff Taber, CLU, CFSColumbus [email protected]

President-Elect & Acting PresidentDanny O’Connell, MBANext Level Agency469.329.0777 [email protected]

Member InvolvementDana CallCapital Financial Architects214.385.0014 [email protected]

Professional DesignationsMike Evans, CLU, ChFC, LUTCFME Advisor972.393.3070 [email protected]

Professional DevelopmentKarl A. Drescher, Jr., FSS, LUTCF, RICPMutual of Omaha972.424.0484 x227 [email protected]

SecretaryMark D. ElderNew York Life972.377.5214 [email protected]

TreasurerJohn Norman, CLU, ChFCARMOR Wealth Management469.737.4076 [email protected]

Immediate Past PresidentCheri C. StanwixStanwix Insurance and Benefits214.455.6623 [email protected]

National CommitteewomanTallie O. Young, RFC, LUTCFTallie O. Young & Associates214.420.0158 [email protected]

NAIFA-Texas TrusteeDanny O’Connell, MBANext Level Agency214.514.1977 [email protected]

Executive Vice PresidentKaren H. TrueNAIFA-Dallas972.991.2364 [email protected]

MembershipClaudia Foraker, NRCMAInsurmed Services972.404.8113 [email protected]


As February draws to a close, we reflect on a month celebrating our diverse history, our Presidents, and a month which Hallmark reminds us to proclaim our love to those in our lives. It doesn’t take an Andra Grava to deduce that our country and world could benefit if everyone would simply remind those in our lives a little more often they are loved. In a world which emphasizes how we are different, I want to challenge you to make a conscious effort to let those in your life know they are loved on a more consistent basis. We all need to hear it, and we are all better off for hearing it.

Speaking of “spreading the love”, February is a wonderful month to remember the ones we love by updating our life insurance policies to protect our families should the unexpected happen.

Last month our local associations descended on Austin for the annual NAIFA-Texas state convention. NAIFA-Dallas’ own

Andra Grava ran and was elected to the State Board of Trustees, adding to the legacy of NAIFA-Dallas and giving us two members on the State Board as Trustees. I am looking forward to working with Andra as he is one of the most brilliant people I am proud to know.

This year’s meeting was a great event, going to the Capitol and meeting with our elected officials. With the federal judge ruling on the Fiduciary Rule in the manner she did, NAIFA’s work continues, and it was great to get in front of our lawmakers.

At the conference, Joseph Orr, President-Elect of NAIFA Texas, elected to have Marv Feldman come and speak to our members. Marv continues to amaze me and our peers as he travels the globe, represents Life Happens Foundation, and shares his incredible sales ideas from the “first family” of life insurance. Marv is as engaging as ever and has relevant insight any producer can put to use in his practice.

Additionally, we celebrated the 20th LILI Class of NAIFA-Texas in which our own Matt Robertson concluded his journey. Matt’s enthusiasm for NAIFA and NAIFA-Dallas is inspiring and energizing to those around him. Congratulations, Matt!

Your board continues to work hard. It is exciting to see the changes which will be rolled out for our members, sponsors, and community as this coming year is put together. Thanks to Karen True and Pam Thompson for all they do as they keep us on track and moving in the right direction. Be safe, take care, and we look forward to seeing you soon.

PRESIDENT’S MESSAGEDanny O’Connell, MBA NAIFA-Dallas President-Elect & Acting President

2016-2017 President’s Cabinet

MARCH IS YAT

AWARENESSMONTH

Steve Anderson, LUTCFDavid Blanchard, CLU, ChFC

Lane Boozer, LUTCFDana Call

Brad Campbell, ChFC, CLU, CASLJohn Connally, LUTCF

Jim Coyle, CLU, RHU, REBCChristi Daughenbaugh, CLTC, CSA

John M. Davis, Jr., CLUScott Dial, DIA

Karl Drescher, Jr., FSS, LUTCF, RICPMark Elder

Mike Evans, CLU, ChFC, LUTCFDanny Fisher, CLU, ChFC Frank Frey, CLU, LUTCF

James Garner, CLU, ChFC, AEP, CAPJessica Gibbons

Andra Grava, RHU, CLUStephen Harris, CLU, ChFC

Todd Healy, CLU, ChFC, AEP, CAPBeth Henderson, CLU, ChFC

Joseph Kane, CLU, ChFC, RFC, MBAGarry Kinder, CLU

Mary LyonsMel Meyers, CLU, ChFC, AEP

Yuka Nakahara-Goven, CLU, MBAJohn Norman, CLU, ChFC

Danny O’Connell, MBAJoe Radovic, CLU, ChFC, CFP

Dornell Reese, Jr., MBAMatt Robertson

Randy Robertson, LUTCFDavid Sims, CFP, MBA, MSA, AAMS

Cheri StanwixJeff Taber, CLU, CFS

Bob YarboroughDoyce Yarbrough, III, LUTCF, CLU

Tallie O. Young, RFC, LUTCFUnder 40 years of age OR less than 5 years in the business


(972) 997-8220

Center for Lifelong Learning ClassesTexas Regulations and EthicsTuesday | March 14, 2017 | 10:00 am - 12:00 pm | NAIFA-Dallas office 2-Hour CE Course | $25 NAIFA-Dallas Members | $45.00 Non-Members

COURSE DESCRIPTION: Every two years, you need to renew your insurance license, including your two-hour CE credit for Texas Regulations and Ethics. Come join Karl Drescher and not only be educated but network with your colleagues. The Regulations part is the rules; the Ethics part is how to behave. Karl will re-teach you insurance manners.

MODERATOR: Karl Drescher, Jr., FSS, LUTCF, RICP, is a financial professional with Mutual of Omaha. He was appointed to the NAIFA-Dallas board in 2014 as Director of Professional Designations. He earned his own FSS, as well as his LUTCF and RICP designations from The American College. He was elected to the board in 2015 for a two-year term and is currently in charge of Professional Development which includes scheduling the CE classes following our monthly luncheons. He also is planning Dallas’ largest event, the annual Race for Success scheduled for Friday, May 12 (see page 8). Karl and his wife, Marty, have two grown children, James and Loryn, and three granddaughters, Jessica, Katelyn, and Peyton.

1-Hr CE Following 3/23 LuncheonSponsored by: Connect Your Care | Provider: TAHU1:15 - 2:15 pm | Prestonwood Country Club | 15909 Preston Road, Dallas, TX 75248 1-Hour CE | No Charge for NAIFA-Dallas Members | $25.00 Non-Members

Cobra: Am I Doing It Wrong?COURSE DESCRIPTION: This course will cover the following:

• What is COBRA? – List of 10 common mistakes employers make when it comes to COBRA• Qualifying Events – What is a Qualifying Event?• Cost of COBRA – Penalties associated with not offering COBRA; What triggers a COBRA investigation?

MODERATOR: Gentrie Pool, Vice President, MidMarket for Connect Your Care, has a long line of industry credentials and excellent experience to help clients design and implement plans that deliver results for employers and employees. Prior to joining Connect Your Care, Gentrie served in leadership roles in employee benefits specifically related to: Account Management, Production, Director of Operations, Human Resources, Payroll, Corporate Training, and Communication. She holds her L&H and P&C licenses in multiple states, as well as her RHU, REBC, SGS, and CSA designations. She is currently working toward her CEBS designation. Gentrie has a Master of Science in Communication Studies from Texas Christian University. Most importantly, she has a 360 degree perspective on how the landscape of employee benefits affects both

the employer and employees.

SPONSOR: Connect Your Care | Gentrie Pool | 817.454.9304 | [email protected] | www.connectyourcare.com

TO REGISTER: Email: [email protected] or Register Online: www.naifadallas.org

http://www.naifadallas.org


With 20 years of underwriting experience we could be the difference in placing the case or not. We are here for you!

2017 NAIFA-Dallas Membership DirectoryAds are now being sold for the 2017 Membership Directory which will be mailed around July 1st.

ADVERTISEMENT OPPORTUNITIES:

Back Cover | Full Page, Full Color | $600

Inside Front Cover | Full Page, Full Color | $600

Inside Back Cover | Full Page, Full Color | $600

Middle Fold Color | Full Page, Full Color | $600

Full Page | Black & White | $450

Half Page | Black & White | $300

Business Card | 3.5" x 2", Black & White | $100

For more information, contact: Jeff Taber | 817.601.0674 | [email protected]

www.naifadallas.org

MEMBER DIRECTORY2016

Welcome New MembersRyan Adams Financial & Insurance Services of Texas Sponsor: Jeff Taber

Gary Bush Gary Bush Insurance

Michelle Clements Principal Sponsor: Danny O’Connell

Jordan Cowart New York Life Sponsor: Bill Montague

Tonya Cybuski New York Life Sponsor: Bill Montague

Zach Dodge The DI Center Sponsor: Andra Grava

Nicholas Donahue New York Life Sponsor: Bill Montague

Devanand Gaymes Allstate Life Insurance Company

Bilal Hamideh Game Changing Benefits

Michael Jarvis Legacy Financial Advisors

Nicole Miller New York Life Sponsor: Bill Montague

Sheehan Rahman Rahman Financial Group

Harry Stephens Stephens Insurance Group Sponsor: Claudia Foraker

Emma Trimble Next Level Agency Sponsor: Danny O’Connell

Frenonia Walls Frenonia Walls Agency Sponsor: Jeffery Hill

http://www.insdesign.com


NAIFA-Dallas Annual EventRace for SuccessFriday, May 12, 2017 | 9 am - 5 pm Lone Star Park | Grand Prairie

SPONSOR PACKAGES:Triple Crown Sponsors | $2,000 | only 5 available• Present 1-hour CE in auditorium to all attendees

• Exhibit table in exhibit area

• Logo in event program and displayed on screens in exhibit area

• Recognition in all promotional material, NAIFA-Dallas website, and FAN magazine

• 6 attendees – includes admission to Lone Star Park, free parking, all CE Classes, breakfast, refreshment breaks, lunch, hors d’oeuvres, cash bar, evening at races

Champion Sponsors | $500 | only 25 available• Exhibit table in exhibit area

• Logo in event program and displayed on screens in exhibit area

• Recognition in all promotional material, NAIFA-Dallas website, and FAN magazine

• 2 attendees – includes admission to Lone Star Park, free parking, all CE Classes, breakfast, refreshment breaks, lunch, hors d’oeuvres, cash bar, evening at races

TICKET PACKAGES:Single Tickets | $100 | $150 at the door• Includes admission to Lone Star Park, free parking, 5 hours of CE, breakfast, refreshment

breaks, lunch, hors d’oeuvres, cash bar, evening at races

Block of 10 or More Tickets | $95 x 10 = $950 package (not available on day of event)• Includes admission to Lone Star Park, free parking, 5 hours of CE, breakfast, refreshment

breaks, lunch, hors d’oeuvres, cash bar, evening at races

Guest Ticket for Hor d’Oeuvres, Cash Bar, and Races | $100• Includes admission to Lone Star Park, free parking, hors d’oeuvres, cash bar, evening at races

Cash bar opens at 5:00 pm. Recommended time of arrival 5:30 pm.

Exclusive Event! First come, first served! Day of CE and Sales Success Classes following by Hors d’Oeuvres, Cash Bar, and Racing

RACE SPONSORS:

(at press time)

TRIPLE CROWN SPONSORS:


http://www.mrannuity.com


Let the Good Times Roll! NAIFA-Dallas Annual Bowling Bash

February 28, 2017 | Strikz

1st Place and Returning Champs!Mutual of Omaha High Rollers

(l to r) Danny Anderson, Brian Riley, Mike Martin, Matt Robertson, Marty Drescher, Karl Drescher

PEG Lucky Strikes (l to r) Karin Stewart, Kevin Kepple, Mary Lyons,

Eric Hall, Eric Alexander

The Brokerage Pin(l to r) Cristin Bishop, Stephanie Gonzalez, Joel Flores,

Laura Jordan, Allison Schleef

2nd PlaceFarmers Insurance Pin Busters (l to r) Blake Lundry, Jay Noble,

Aaron Rampy, Jacob Noble

DI Center Geeks(l to r) Jim Coyle, Rachel Hall, Karl Grava, Mike Evans

G2 Contractors donates Grand Prize, Kindle Fire 8 Lane Boozer (l) and Matt Robertson (r) thank

Blake Lundry and G2 Contractors for their support.

And a good time was had by all!

MARCH 2017 | FAN | 10

THANK YOU 2016-2017 SPONSORS & EXHIBITORS

Rick Stefanek | 214.762.7794 [email protected]

Claudia Foraker | [email protected]

John Davis, Sr., CLU | John Davis, Jr., CLU 214.696.9756 | www.insdesign.com

Katie Lovitt | [email protected]

Darin Klemchuck | [email protected]

Chris Hatton, CFP | [email protected]

Mark D. Elder | [email protected]

Danny O’Connell, MBA | 469.329.0777 [email protected]

Glenn Lester, RFC | [email protected]

[email protected]

Scott Dial | [email protected]

Martin Gore, PhD, CLU, ChSNC619.213.4034 | [email protected]

Joe Kane, CLU, ChFC, RFC, MBA972.503.2734 | [email protected]

Reed Schnittker | [email protected]

Tresi Weeks | [email protected]

David Sims, CFP, MBA, MSA, AAMS 972.581.8755 | [email protected]

Kathy & Mark Rice | [email protected]

Randy Robertson | 469.408.3019 [email protected]

Ruth Shannon | [email protected]

Robert Kucera | [email protected]

[email protected]

Joe Radovic, CLU, ChFC, CFP, MSFS469.737.4000 | [email protected]

Mike Smith, LTCP, SGS | 800.442.4915 [email protected]

[email protected]

[email protected]

[email protected]

972.424.0484 [email protected]

Kate Glaze | 214.855.3145 [email protected]

Gentrie Pool | [email protected]

David Bostick | [email protected]

Andra Grava, CLU, RHU | 972.774.9663 [email protected]

Lane Boozer, LUTCF | 940.566.0800 [email protected]

Eli Reifer | 214.373.1921 [email protected]

Jay Noble | [email protected]

Danny Fisher, CLU, ChFC | [email protected]

DANA A. CALL

CHERI STANWIXYUKA NAKAHARA-GOVEN,CLU, MBA

KARL DRESCHER, JR., FSS, LUTCF, RICP

JEFF S. TABER, CLU, CFS

Insurmed Services

Is your company listed here and getting free promotion?

If not, why not? Call the NAIFA-Dallas office at 972.991.2364.

TALLIE O. YOUNG,RFC, LUTCF

MARCH 2017 | FAN | 11

We lookeven betterat 30.Announcing 30 yearsand three letters.

We’re celebrating 30 years – along with a new name and look. Apparently, we’re getting better with age.

Plus Group Texas is now .

2 4 0 0 D a l l a s P a r k w a y , S u i t e 2 6 0 • P l a n o , T X 7 5 0 9 3 • 8 8 8 . 3 2 5 . 0 0 91

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