FERUARY NAIFA MEMERSHIP LUNHEON THURSDAY, FERUARY 9...
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FEBRUARY NAIFA MEMBERSHIP LUNCHEON THURSDAY, FEBRUARY 9 Noon—1:30pm WATERMARK COUNTRY CLUB, 5500 Cascade Road SE NAIFA WEST MICHIGAN JANUARY NEWSLETTER This newsleer includes: Board Directory 2 Calendar 2 Congressional Conf 4 Day on the Hill 4 December Mtg. 7 Email Newsleer 2 February Meeng 1 Feeding America 5 New Members 7 President’s Leer 3 Remembrance 2 West Michigan Interested in advers- ing in our newsleer? Call 888.333.1889 or email:naifawestmi@gm ail.com Mark your calendar and make your reservaon for this special luncheon “2017 EQUITY OUTLOOK AND OPPORTUNITIES” Presented by: George Russell, CFA Institutional Portfolio Manager for Franklin Equity Group We are privileged to have George Russell CFA as our guest speaker at the February NAIFA meeting. He will be presenting an outstanding pro- gram on the Market outlook for 2017. He is an Institutional Portfolio Man- ager with over 20 years experience. He spent eleven years at McMorgan and Company where he served as an equity portfolio manager and co- director of the equity group. More recently he worked at American Century Investments as a client portfolio manager covering quantitative equity and asset allocation strategies. He earned his B.S. in Business Administration from the University of Arizona and his M.B.A. from the Fuqua School of Business at Duke University. He has been with the Franklin Equity Group since 2010. Make your reservation today so you will not miss this chance to better un- derstand what lies ahead for your clients in 2017and beyond. This will be a great program to invite associates to join you to learn about the equity market and about membership in NAIFA. In Appreciaon to our meeng sponsors: FRANKLIN TEMPLETON INVESTMENTS MASSMUTUAL MID-MICHIGAN The cost for the Luncheon and program is $15 for members and guests. Reservaons are due before Tuesday, February 7. Call 1.888.333.1889 or email: [email protected] or to pay by PayPal, contact the office.
Transcript of FERUARY NAIFA MEMERSHIP LUNHEON THURSDAY, FERUARY 9...
FEBRUARY NAIFA MEMBERSHIP LUNCHEON
THURSDAY, FEBRUARY 9 Noon—1:30pm
WATERMARK COUNTRY CLUB, 5500 Cascade Road SE
NAIFA WEST MICHIGAN JANUARY NEWSLETTER
This newsletter includes:
Board Directory 2
Calendar 2
Congressional Conf 4
Day on the Hill 4
December Mtg. 7
Email Newsletter 2
February Meeting 1
Feeding America 5
New Members 7
President’s Letter 3
Remembrance 2
West Michigan
Interested in advertis-
ing in our newsletter?
Call 888.333.1889 or
email:naifawestmi@gm
ail.com
Mark your calendar and make your reservation for this special luncheon
“2017 EQUITY OUTLOOK AND OPPORTUNITIES”
Presented by: George Russell, CFA
Institutional Portfolio Manager for Franklin Equity Group
We are privileged to have George Russell CFA as our guest speaker at
the February NAIFA meeting. He will be presenting an outstanding pro-
gram on the Market outlook for 2017. He is an Institutional Portfolio Man-
ager with over 20 years experience. He spent eleven years at McMorgan
and Company where he served as an equity portfolio manager and co-
director of the equity group. More recently he worked at American Century
Investments as a client portfolio manager covering quantitative equity and
asset allocation strategies. He earned his B.S. in Business Administration
from the University of Arizona and his M.B.A. from the Fuqua School of
Business at Duke University. He has been with the Franklin Equity Group
since 2010.
Make your reservation today so you will not miss this chance to better un-
derstand what lies ahead for your clients in 2017and beyond. This will be
a great program to invite associates to join you to learn about the equity
market and about membership in NAIFA.
In Appreciation to our meeting sponsors:
FRANKLIN TEMPLETON INVESTMENTS
MASSMUTUAL MID-MICHIGAN
The cost for the Luncheon and program is $15 for members and guests.
Reservations are due before Tuesday, February 7. Call 1.888.333.1889 or
email: [email protected] or to pay by PayPal, contact the office.
Your NAIFA-West Michigan Board & Committees:
President: Scott Embree 616.447.6233
President-Elect: Norm Woltjer 616.608.8200
Past-President: Matthew Lehman 616.957.9999
Exec. Secretary: Carol Dodge 1.888.333.1889
Community Serv: Kay Goodemoot 616.871.9775
Gov. Affairs Charles Wegener: 616.534.9623x139
Membership: Harvey Nuttall 616.752.4570
Norm Woltjer 616.608.8200
Nat’l Committeeman: Michael Michalak
616.752.4512
Professional Development: Rick Rolf
616.248.4600
YAT: Sarah Porter 616.516.0824
NAIFA-West Michigan Office
P O Box 246, Caledonia MI 49316
Phone: 1.888.333.1889
E-MAIL COPY OF NEWSLETTER
Many members now are receiving their newsletter
via email. If you would like to be included, send an
email to the NAIFA West MI office—
[email protected] or call the office at
888.333.1889
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Upcoming NAIFA Events
2017 Meeting Dates
The Membership Meetings are at Watermark Country
Club . Breakfast Buffets are served at 8am—luncheons
at noon
Thursday, Feb 9 —12 Noon Luncheon
“2017 Equity Outlook and Opportunities”-
Presented by George Russell, CFA
Thursday, March 16—Breakfast Meeting
Guest: NAIFA National President, Paul Dougherty
Thursday, April 27—12 Noon Luncheon
“ECONOMIC UPDATE”
Presented by Professor Greg Dimkoff—Joint meeting
with the Society of Financial Service Professionals
PLUS the presentation of the Distinguished Service
Award.
Thursday, June 8 -June Annual Meeting and Staff
Appreciation Luncheon— TBA
* * * * * * * * * * * * * * * * * * * * * * * * * * * * * *
SPECIAL NAIFA EVENTS
Tuesday, Feb. 28, 2017—”Day on the Hill”
Meet with state legislators in Lansing
Wednesday & Thursday, May 17-18-State
Convention—Mt. Pleasant
IN REMEMBRANCE
Lyle B Morrison CLU (1926-2016)
We extend our deepest sympathy to the family,
friends and business associates of Lyle Morrison who
was a faithful member of our Association for over 50 years. He was
our first President in 1960-64 and received our coveted Distin-
guished Service Award in 1980 and the state Marvin E Muilenberg
DSA in 2004. He was a leader in our industry—a Life Member of
the MDRT. He will be missed by our Association, his hundreds of
clients, and the community, but the memory of his professionalism,
integrity, leadership and faithfulness will long be remembered.
President’s Message
From Scott Embree
Happy 2017!
We have a big year ahead of us, with lots to accomplish. Starting in February, our luncheon will feature a
speaker giving us an economic update and ideas on how we can put our clients in better positions moving
forward.
At the end of February, we have our “Day on the Hill”. We will spend an entire day in Lansing, MI having
face to face conversations with our lawmakers on both sides of the aisle. This is the one day of the year I
believe that our NAIFA members have the biggest impact. It is days like this that NAIFA steps up to the
plate.
In March, we will carry on our tradition of having the NAIFA National President come speak at our monthly
meeting. Paul Dougherty, whom I had the pleasure to meet at our National Conference in 2016 is a State
Farm agent in Hyattsville, Maryland and has been in our industry for 23 years. He shares our level of pas-
sion for the industry as well as his seat as National President.
In April, we will be running another joint meeting with the Society of Financial Professionals. At his meeting
we will present our Distinguished Service Award.
In May, we will not be holding any meetings because we have our State Convention. I hope to see you all
there!
In June, we will have our Annual Meeting along with our Staff Appreciation Luncheon.
All along the way we will have our Feeding America Food trucks sprinkled through the months allowing you
to donate some of your time and help feed the hungry in our communities. We also offer the availability to
donate some of your treasure to this cause. $500 supplies one truck. Thank you to Mark Keating of Mass
Mutual Mid-Michigan for supplying the match donation up to $3,000!
Our membership continues to grow as new people enter the industry and seasoned professionals see the
dangers on the horizon and feel they need to step up to the plate. If you come across anybody that you
think should be a part of NAIFA, please pass their name and information out to us, and we will be sure to
get them connected.
Thank you to all of you for everything that you do in our West
Michigan community.
Scott Embree NAIFA – West Michigan President
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You are cordially invited to attend the
NAIFA – MICHIGAN
“Day on the Hill”
Tuesday, February 28, 2017 9:00 a.m. – 3:00 p.m.
Registration/Continental Breakfast at 8:30 a.m.
Briefing begins at 9:00 a.m.
Location: Anderson House Office Building (HOB)
Mackinac Room – 5th Floor
124 N. Capitol Ave, Lansing, Michigan 48909
Join NAIFA – Michigan for an opportunity to meet with our Legislators and communicate the
purpose and mission of NAIFA and the importance of our products to the voting public.
A complimentary lunch will be served at 11:30am-1:00pm, and you also will have the oppor-
tunity to visit with Legislators during lunch. Please RSVP by February 12 to Carol Dodge,
1.888.333.1889 or email: [email protected]. Also let her know if you are interested in
car pooling. This always is a day well spent.
NATIONAL CONGRESSIONAL CONFERENCE
WASHINGTON, D.C.—MAY 23-24
This is a very important conference and allows our members to get a first hand view of
our advocacy efforts at work. This is an experience which is worthy of every NAIFA
member. The first 500 who register are eligible for a $300 stipend to help with transpor-
tation and/or lodging. There still are reimbursement funds available. In the past 3 years,
over 2,500 NAIFA members have gone to Washington to meet with lawmakers and advise
them on how their decisions affect agents and their clients. Join that group this year—go
to naifa.org and learn more about the event and how to register.
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FEEDING AMERICA SERVICE PROJECT
An Opportunity to make a difference in our community!
THANK YOU, West Michigan Associates, for your generous
contributions and to MARK KEATING of MassMutual Financial
Group for matching the gifts given. We have sufficient funds to pay for four delivery
trucks full of food to help those who are hungry in our community.
OUR NEXT FOOD DISTRIBUTION WILL BE:
WEDNESDAY, MARCH 1 at
IDEAL PARK CHRISTIAN REFORMED CHURCH, 320 56TH STREET, WYOMING
Please put the date on your calendar and volunteer to help with the distribution —
arrive at 4:15pm for set-up and the distribution will start at 5:00pm.
You can help in 2 ways:
**Volunteer to help— contact Kay Goodemoot, (616)871.9775 or email:
**Assist financially so we can have at least 6 more trucks. Send your check payable to
NAIFA to P O Box 246, Caledonia MI 49316. Our NAIFA Association is making a differ-
ence in so many lives.
PLAN AHEAD SO YOU WON’T MISS
NAIFA MICHIGAN’S CONFERENCE
MAY 17-18 at SOARING EAGLE RESORT
Set aside Wednesday and Thursday, May 17-18 for an outstanding conference at Soar-
ing Eagle. On Wednesday there will be CE classes along with a fun afternoon of Golf
at the Beautiful “Bucks Run Golf Club.” In the evening you will enjoy a marvelous din-
ner and be present for the awarding of the Marvin Muilenberg Award (see the next
page for a nomination form if you have someone to recommend for this prestigious
state award). Then on Thursday, there will be outstanding speakers, updates from
our Lobbyist and on NAIFA-Michigan activities. Watch for more information, and save
the dates now.
Mt. Pleasant, Michigan
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NOMINATION FORM FOR THE
NAIFA-MICHIGAN MARVIN MUILENBERG CLU DISTINGUISHED SERVICE AWARD
In 1979 this state award, which is the highest NAIFA recognition in the state, was named for our outstanding
member, Marvin Muilenberg, who was the first recipient in 1978. Seven other West Michigan members have
received this prestigious award:
1980—Carroll K Streeter 2004—Lyle Morrison CLU
1984—Don Jandernoa CLU ChFC 2008—Robert Smith JD CLU ChFC
1987- Stephen Barnard CLU 2010—David Muilenberg CLU ChFC AIF
1996—Michael Vanderveen CLU ChFC
Nominations are being accepted for 2017. The nominees are to be active members who have given exempla-
ry service to the institution of life insurance and financial planning as well as personal accomplishments in
professional, community, and personal activities. After careful consideration, complete the nomination form
below. If your nominee is approved by the WM Board, you will receive a formal application with requests
for detailed information.
——————————————————————————————————-
MARVIN E MUILENBERG CLU DISTINGUISHED SERVICE AWARD
To the Marvin Muilenberg DSA Committee:
In my opinion, the following living Michigan person has rendered outstanding service to the life in-
surance and financial services industry, the agency system and the community:
Name_____________________________________ Street Address_______________________________
City_______________________________________
Zip___________________________________________
This candidate is a member of NAIFA-West Michigan local 25.2684
Submitted by________________________________
Phone__________________________________________
Street Address ________________________________City and zip______________________________
Return by February 28 to NAIFA Board of Directors, P O Box 246, Caledonia MI 49316 or email: naifawest-
DECEMBER JOINT MEETING
WITH THE S0CIETY OF FSP
The annual joint meeting with the Society of Fi-
nancial Service Professionals held on Thursday,
December 1 at Watermark Country Club. Scott
Embree, President, welcomed the guests, the
new members and thanked the sponsors, Mass-
Mutual MidMichigan and Nationwide. The 50/50
raffle was promoted and 50% of the donations
will go to the Feeding America project—which
Sponsor Mark Keating agreed to match plus all
donations made up to $3,000. Embree an-
nounced that the Distinguished Service Award
would be presented at another meeting because
the recipient is ill. IFAPAC contributions were
encouraged before year-end. John Perras pro-
moted the NAIFA WM Charitable Foundation.
Laurie Durkin introduced the speaker, Chuck Rolf
who gave an interesting program, “Review of the
DOL Fiduciary Rule.” Attending the meeting
were: Andrew Beers, Angela Blankenship, Bill
Boersma, Bob Bristol, Dana Bryant, Pete Chad-
wick, Jeffrie Chappell, Chris Conflitti, John
DeMaar, Carol Dodge, Laura Durkin, Barbara
Elkins, Scott Embree, Chris Engle, Wes Febus,
Stephanie Feddema, Ben Fisher, Jim Frazier,
Trent Frey, Bill Galvin, Gary Hansen, Blair Hotz,
Dan Holtrop, Mike Jaska, Steve Jones, Mark
Keating, Randy Kel, Chris Kemper, Jamie Kimball,
Jerry La Valley, Joyce Serbowicz, David Ledbetter,
Mike Lutz, Cheryl Mc Carthy, Michael Mc Govern,
Michael Michalak, David Morgenstern, Dan Mu-
sick, Harvey Nuttall, James Nutter, David Olson,
Jane Owen, John Perras, Sarah Potter, Rick Rolf,
Chuck Rolph, Amanda Schelling, Rob Smith, Lisa
Solomon, Diane Thauer Nanzig, Collette Trem-
blay, Steve Wendt, Norm Woltjer, John Wood-
ward, Zac Woodward, Jim Yost, and Mike Young-
dahl. Embree thanked the sponsors for their
support: MASSMUTUAL MID-MICHIGAN GROUP
and NATIONWIDE.
Welcome New Members!
Andrew Beers—Modern Woodman
Jason Blik—New York Life
Dana Bryant—New York Life
Randy Katerberg—Katerberg Agency
Paul Kuiper—Royal Securities
Ryan Ostrowski—RSO Securities
We look forward to getting acquainted with our new
members and sharing the many benefits of NAIFA
membership with them. Look for them at the mem-
bership meetings with their blue name badges.
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