may 2015 2015 ev newsletter .pdfmay 20, 2015 naifa-scottsdale presents van mueller (see details...
TRANSCRIPT
Meeting Location: Shalimar Country Club
2031 E. Golf Ave., Tempe, AZ 85282
7:15 AM—Registration
7:30—9:00 AM—Program
RSVP to [email protected] or call 602-317-4438
PROGRAM—Panel, Sharing SALES IDEAS!
Annuities—Donna Kohlhase
Referrals/Marketing—Joe Morris
Life Insurance—Dustin Brutton
Disability Income—Dale Chittenden
Long Term Care—Paul Sabol
Practice Management—Judy Aguilar-Woertz
Naifa-East Valley Meeting—Thurs, May 14, 2015
EAST VALLEY NEWS
MAY 2015
NAIFA-EAST VALLEY
M. G. Peterson Consulting, PLC, CPAs
Hoopes, Adams & Alexander, PLC
T & S Body & Glass Works
THANK YOU TO OUR SPONSORS!
EMSI-Arizona—Kevin Jensen
The Chittendens
Client Focus LLC
May 20, 2015
Naifa-Scottsdale
Presents Van Mueller
(see details below & Pg 2
CALENDAR OF EVENTS
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May 14, 2015
Breakfast Meeting -
7:15 am Shalimar Country Club
2032 E. Golf Ave., Tempe
Program Panel
Presentation ―SALES IDEAS
May 29, 2015
State Poker Party Event
(see details, Pg 4)
NAIFA - JOIN YOUR PROFESSION
ORGANIZATION TODAY
(Click on the link to join)
https://member.naifa.org/Services/NAIFA/Join/NAIFA/Thank_You.aspx?
hkey=2edf96d3-1b68-449b-b2ea-25af48f4fcca
Van Mueller Event: This event is in high demand. Your seat is only reserved with your payment. So don’t miss out and purchase your ticket today. Both current members and non-NAIFA Scottsdale members are re-quired to reserve for the luncheon too. ***Members - no charge for luncheon, just $20 for the after luncheon program. ***Non-NAIFA
Scottsdale members and guests, luncheon is $30 and after lunch program is $20. ***Registrations are not accepted without payment! Register now at www.naifascottsdale.org and click on the link Van Mueller luncheon special event!
DO YOU NEED
ERRORS &
OMMISIONS
INSURANCE?
Check out the great deal offered by NAIFA/CalSurance by clicking on the link below!
www.naifaeo.com
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We have two months left in our year and we need YOUR help to hit our membership goal. We need 15 new members between now and June 30th. Please bring a colleague or friend to our exciting May meeting!
Thanks-
Joe Morris, Membership Chair
Welcome New Members during 2014-15!
Donald Ayers
Donald Hagberg
Pamela Johnson
Frank Margiotta
Aaron McDermid
Thomas Moore
Nathan Raso
Nicole Schaal
Undrea Smith
NAIFA-East Valley – NQA Awards - 2014-2015
Life and Annuities
Mark E. Rowley – 16 Years
Chester A. Jaehnig, FIC, MDRT – 12 Years
Jeffrey Kolzow, LUTCF, FICF, FIC – 11 Years
Joseph A. Morris, CLU, ChFC – 6 Years
Matthew Klandrud, FIC – 5 Years
Sam Kasper – 3 Years
Dustin E. Brutton, CLU – 2 Year
Mark A. Bonnett – 1 Year
Byron Hux Russell, FIC – 1 Year
Multiline
Julie Jakubek – 9 Years
Mark A. Derrico – 7 Years
Financial Advising and Investments
Wendy L. Feldman, CLU, ChFC, CASL, CLTC – 14 Years
Mark A. Derrico – 7 Years
Thomas Hubbard, CLU, ChFC, CFP – 3 Years
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EAST VALLEY NEWS— MAY, 2015 Page 9
OUR SPONSORS
We THANK you for your support!
EAST VALLEY NEWS— MAY, 2015 Page 10
OUR SPONSORS
We THANK you for your support!
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EAST VEAST VALLEY NEWS— MAY, 2015
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OUR ADVERTISERS
We THANK you for your support!
Page 15 EAST VEAST VALLEY NEWS— MAY, 2015
Looking to help your Clients with a Mortgage?
Call Donna Kohlhase 480.396.2140
Please feel free to visit the Nationwide Mortgage Licensing System & Registry (NMLS) Consumer
Access
website to confirm State Farm Bank, F.S.B. (ID# 139716) and/or myself (ID# 0919248) are licensed
to do
business in your state. This is a free service for consumers. The website address is
www.nmlsconsumeraccess.org
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