NAIFA-DALLAS PROGRAMnaifadallas.org/images/FAN_12-17.final.pdf · The NAIFA-Dallas goal is to have...
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DECEMBER 2017 | VOLUME 90 | NO. 4 A publication of the National Association of Insurance and Financial Advisors – Dallas connections that count IN THIS ISSUE: 5 | 2017-2018 President’s Cabinet 6 | TopGolf Report 7 | 1-Hour CE following Luncheon “Key Employee Planning with Life Insurance” 7 | Membership Enrollment/ Renewal Drawing 8 | NAIFA-Dallas Bowling Bash, 2/27/2018 10 | Thank You NAIFA All In Partners, Sponsors and Exhibitors www.naifadallas.org NAIFA-DALLAS was founded in 1913 as the Dallas Association of Life Underwriters (DALU) S E C U R I N G A M E R I C A ’ S F I N A N C I A L F U T U R E 1 8 9 0 - 2 0 1 5 Andy Tuttle, CMPS Owner & Loan Officer, The Tuttle Group Business Planning 2018 see page 3 Plus 1-Hour CE following luncheon Sponsored by ARMOR Wealth Management Key Employee Planning with Life Insurance see page 7 NAIFA-DALLAS PROGRAM Thursday | December 7, 2017
Transcript of NAIFA-DALLAS PROGRAMnaifadallas.org/images/FAN_12-17.final.pdf · The NAIFA-Dallas goal is to have...
DECEMBER 2017 | VOLUME 90 | NO. 4 A publication of the National Association of Insurance and Financial Advisors – Dallas
connections that count
IN THIS ISSUE:
5 | 2017-2018 President’s Cabinet
6 | TopGolf Report
7 | 1-Hour CE following Luncheon “Key Employee Planning with Life Insurance”
7 | Membership Enrollment/ Renewal Drawing
8 | NAIFA-Dallas Bowling Bash, 2/27/2018
10 | Thank You NAIFA All In Partners, Sponsors and Exhibitors
www.naifadallas.org
NAIFA-DALLAS was founded in 1913 as the Dallas Association of Life Underwriters (DALU)
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Andy Tuttle, CMPS Owner & Loan Officer, The Tuttle Group
Business Planning 2018see page 3
Plus 1-Hour CE following luncheon Sponsored by ARMOR Wealth Management
Key Employee Planning with Life Insurancesee page 7
NAIFA-DALLAS PROGRAMThursday | December 7, 2017
DECEMBER 2017 | FAN | 2
Pub5597 GEAR 2013-13036
How can you help your clients make more informed decisions?
Tell them something they’ve never heard before.
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.
The Living Balance Sheet® is a revolutionary financial model that helps you build a stronger relationship with your clients. As an exclusively authorized user of The Living Balance Sheet®, you’ll provide insight your clients have never
heard before. Give them a big-picture view of their finances. And help them make better decisions through every phase of their financial life.
To learn more, call Thomas Zanovich, CFS at 214-346-0985, or email [email protected].
Thomas Zanovich, CFS President
Opes One Advisors 15303 N. Dallas Parkway
Suite 550Addison, TX 75001
DECEMBER 2017 | FAN | 3
NAIFA-DALLAS PROGRAMThursday | December 7, 2017 | Prestonwood C.C. 11:15 - 1:00 pm | 15909 Preston Road, Dallas, TX 75248 | $25 Members | $50 Non-members
Andy Tuttle, CMPS Owner & Loan Officer, The Tuttle Group
Business Planning 2018
Andy Tuttle has been a student of business planning for 12 years. He will teach you the same process he has used to go from $150k in gross revenue and an army of one, to over $4m in gross revenue and 15 employees this year. He is regularly asked to speak on national industry calls, radio shows, and teleconferences about business planning, team-building, time management, prospecting, and more. He will show you how to integrate this material into your business and show you how to teach this to your clients and partners to make a greater impact on them, be a bigger influence to them, and have a more profitable relationship with them.
• Learn the six key components of any business
• Create your one-page business plan
• Create a clear, compelling vision that will bring massive traction to your business next year
Andy Tuttle is a loan officer and owner of The Tuttle Group. After seeing the challenges his mom faced as a realtor, he set out to overcome those obstacles when he started in the mortgage business 15 years ago. Today, Andy is passionate about helping home buyers and realtors alike.
Andy knows first-hand how stressful and emotional the home-buying process can be. His goal is to make it seamless and keep clients informed every step of the way. He prides himself on the superior customer service provided by his team.
His personal goal is to educate home buyers as they go through the process of buying homes or refinancing. He wants to make sure home buyers are making informed decisions that will help them achieve their long-term financial goals. He considers everything from how much money they should be spending on homes to the type of loan selected. You’ll always find him with a smile on his face, because he knows his clients end up in their dream homes.
Andy is a Certified Mortgage Planning Specialist with CMPS designation.
Outside of the office, you’ll find Andy on the golf course and spending time with his wife, Beth, and their son, Grayson.
December Honor Agency is ARMOR Wealth Management
TO REGISTER: Email: [email protected] or Register Online: www.naifadallas.org
201712/7 | NAIFA-Dallas Luncheon & CE
Andy Tuttle, CMPS (see page 3) Business Planning 2018 CE: Key Employee Planning with Life Insurance CE Sponsor: ARMOR Wealth Management (see page 7)
12/12 | Hanukkah Begins at Sundown12/25- | Christmas Holiday
NAIFA-Dallas office closed
20181/15 | MLK Holiday
NAIFA-Dallas office closed1/25 | NAIFA-Dallas Luncheon & CE2/5 | Membership Blitz Week2/6 | Lunch ’n Learn2/16- | NAIFA-Texas Conference
Grapevine, Texas Register at www.naifa-texas.org
No February Luncheon Meeting2/19 | President’s Day2/27 | Bowling Bash, Strikz (see page 8)3/8 | YAT Networking Social3/17 | St. Patrick’s Day3/22 | NAIFA-Dallas Luncheon & CE4/1 | Easter4/25 | Admin. Professionals Day4/26 | Annual Awards Dinner, III Forks5/13 | Mother’s Day5/15 | Race for Success5/22- | NAIFA-National Congressional
Conference, Washington, DC5/28 | Memorial Day6/17 | Father’s Day6/28 | NAIFA-Dallas Luncheon & CE
12/26
2/17
5/23
Save the Dates
THANK YOU to our October
Exhibitor:
CE Sponsor:
Victor Lara | [email protected]
Premier Paramedical Services
Scott Dial | [email protected]
DECEMBER 2017 | FAN | 4
2017-2018 BOARD OF DIRECTORSOFFICERS
COMMITTEE CHAIRS
NAIFA-DALLAS STAFF 972.991.2364 | www.naifadallas.org
Karen True Executive Vice President [email protected]
Pam Thompson Executive Administrative Assistant [email protected]
IMPORTANT NUMBERSDAHU Jay Huminsky | 214.443.2486
Dallas Estate Planning Council Teresa Moore | 214.340.8020
FPA DFW Melisa Hall | 972.747.0407
IFAPAC James Jenkins, FSCP | 972.802.2911
IFAPIC John Davis, Jr., CLU | 214.696.9756
NAIFA National | 877.866.2432
NAIFA-Texas | 512.716.8800
SFSP Patricia Pattison | 817.370.8991
WIFS DFW Patricia Pattison | 817.370.8942
Young Advisors Team Alisia Vazquez | 469.534.6901
DIRECTORS
ADVERTISER INDEX
7 | The Fisher Agency
9 | Insurance Designers
2 | Opes One Advisors/Guardian
5 | Rice & Rice, PC
NAIFA–DALLAS Editorial and Advertising Office
16990 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
ProgramsMatt RobertsonRobertson-Wolfe817.266.8356 [email protected]
Community RelationsJay Noble, DIA, DHP, MHP HIA, EHBA, PAHM, LUTCFJay Noble Insurance Agency, LLC469.998.7500 [email protected]
Government RelationsDavid Sims, CFP, AAMS, MBA, MSAPrincipal Financial – North Texas972.581.8755 [email protected]
Professional DevelopmentJeff Taber, CLU, CFSColumbus Life817.601.0674 [email protected]
PresidentDanny O’Connell, MBANext Level Agency469.329.0777 [email protected]
MembershipDana CallCapital Financial Architects/Guardian Life469.289.8235 phone dcall@@rethink-wealth.com
Professional DesignationsJoe Chenoweth, CLU, ChFC, AEPARMOR Wealth Management469.737.4030 phone [email protected]
Planning & DevelopmentMike Evans, CLU, ChFC, LUTCFME Advisor972.393.3070 [email protected]
President-ElectMark D. ElderNew York Life972.377.5214 [email protected]
TreasurerJohn Norman, CLU, ChFCARMOR Wealth Management469.737.4076 [email protected]
Past President EmeritusCheri 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 Insurance Agency469.329.0777 [email protected]
Executive Vice PresidentKaren H. TrueNAIFA-Dallas972.991.2364 [email protected]
PAC Chair James Jenkins, FSCP [email protected]
PIC Chair John Davis, Jr., CLU [email protected]
YAT Chair Alisia Vazquez [email protected]
Member InvolvementClaudia Foraker, NRCMAInsurmed Services972.404.8113 [email protected]
SecretaryKarl A. Drescher, Jr., FSS, LUTCF, RICPMutual of Omaha817.226.4700 x227 [email protected]
DECEMBER 2017 | FAN | 5
As you read this letter, we are deep into the Holidays, my favorite time of year – a time of eating too much, watching classic college football, spending time with loved ones, and hopefully enjoying a time of reflection on all the wonderful things in our lives. Far too often the world focuses on the things that divide us. It divides, it judges, and it is harsh. As 2017 draws to a close, I challenge you, instead of making a weight loss resolution or setting some other trivial goal, to make a conscious effort to see the ties of humanity that bind us all: the common goals of being surrounded by loved ones, of feeling confident, and of making a positive difference in the world.
2017 has been an incredible year for me, not just as a person, a producer, a husband, or a father, but also as a time to see NAIFA-Dallas do well. The energy, passion, and enthusiasm of our membership is contagious, and I challenge you, if you have
not been involved, to get involved and get more out of NAIFA and NAIFA-Dallas.
A big thank you to Morgan Manser, NETCHEX, and Claudia Ferguson, Ameritas, for their sponsorship of the November 9th YAT Social at La Hacienda Ranch. Due to their generosity, guests enjoyed queso, house-made guacamole, and quesadillas, while having a great time socializing.
This February, the NAIFA-Texas Annual Conference will be held in our backyard in Grapevine from the 16th to the 18th. If you attend, you will meet great advisors and people from all over the state. Some of the people I have met at state meetings, I speak with on a regular basis. We share ideas, work on cases together, and collaborate in order to help us serve our clients better. The NAIFA-Dallas goal is to have 40 of our members attend the conference. Our Board will have its monthly meeting on site. Come join us, have a drink, feed your mind, and grow with NAIFA. Registration is open. Details at: www.naifa-texas.org.
No matter what you celebrate, or what you don’t celebrate, I hope that 2017 was a year in which you followed your passion, you found happiness, you shared love with those in your life, and you made the world a better place because of your presence – which truly is the best present!
Happy Holidays!
Danny
PRESIDENT’S MESSAGEDanny O’Connell, MBA NAIFA-Dallas President
2017-2018 President’s Cabinet Danny O’Connell, President
(at press time)
Steve Anderson, LUTCFDavid Blanchard, CLU, ChFC
Lane Boozer, LUTCFDana Call
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, ChFCClaudia Foraker, NRCMA Frank Frey, CLU, LUTCF
James Garner, CLU, ChFC, AEP, CAPAndra Grava, RHU, CLU
Stephen Harris, CLU, ChFC Todd Healy, CLU, ChFC, AEP, CAP
Beth Henderson, CLU, ChFCJames Jenkins, FSCP
Garry Kinder, CLULloyd Lowe, Sr.
Mary LyonsMel Meyers, CLU, ChFC, AEP
Jim MuellerYuka Nakahara-Goven, CLU, MBA
John Norman, CLU, ChFCPhil Pyrz, CLF, FLMI, ACS
Joe Radovic, CLU, ChFC, CFPDornell Reese, Jr., MBA
Matt RobertsonRandy Robertson, LUTCF
David Sims, CFP, MBA, MSA, AAMS, CRPSMike Smith, LTCP, SGS
Cheri StanwixJeff Taber, CLU, CFS
Derek True, DIA, DHP Bob Yarborough
Tallie O. Young, RFC, LUTCF
(972) 997-8220
DECEMBER 2017 | FAN | 6
NAIFA-Dallas TopGolf Event THURSDAY, OCTOBER 5, 2017 | TOPGOLF
NAIFA-Dallas would like to thank our event sponsors (see right column).
NAIFA-Dallas Annual TopGolf event provided lots of great food...
and prizes and more prizes! Jay Noble (right), TopGolf committee member and “Marketeer Extraordinaire”, meets and greets
golfers and volunteers
The ladies of PGT not only had a great time, but they looked good while doing it!
and networking fun...
Second place team, Principal Financial Group, and third place team, National Farm Life, look on as first place team, Verner Brumley Mueller Parker,
holds the beautiful traveling trophy!
A good time was had by all at TopGolf Allen. Congratulations to this year’s winners.
1st PLACEVerner Brumley Mueller Parker
John Fox Jim Mueller, Jr. Jim Mueller, Sr. Brock Mulder
2nd PLACEPrincipal Financial
Group
Wendell Epps Craig Mercer
Danny O’ConnellFred Schlesinger
David SimsJim Waldorf
3rd PLACENational Farm Life
Brad Coon Corey Hunter
Matt Robertson Randy Robertson
Casey Shock
NAIFA-DALLAS WISHES TO
THANK OURTOPGOLF SPONSORS
BAY SPONSORS:
ARMOR Wealth Management
Capital Financial Architects
Insurmed Services
Jay Noble Insurance Agency, LLC
Jim Mueller of Verner Brumley
National Farm Life
New York Life
Personal Economics Group
PGT
Principal Financial Group
TABLE SPONSORS:
ARMOR Wealth Management
EMSI
G2 General Contractors
HR&P
IFAPAC
NETCHEX
Temperature Pro DFW
DECEMBER 2017 | FAN | 7
WelcomeNew Members
David Erkel LD Lowe Wealth Advisory Sponsor: Cinda Lowe
Claudia Ferguson Ameritas Life Insurance Corp. Sponsor: Morgan Manser
Alfredo Gaistardo New York Life Sponsor: Bill Montague
Matthew McCluskey New York Life Sponsor: Bill Montague
Kyle Wittgren New York Life Sponsor: Bill Montague
Membership Enrollment/Renewal Drawingfor Fiscal Year 2017-2018
This should be fun! Between July 1, 2017 and June 28, 2018, when you renew your membership, or become a first-time member of NAIFA-Dallas, you’ll be eligible to be entered in our Membership Drawing.
• Your name, phone number, and email address will be entered into a drawing. (If your contact information has changed, please call NAIFA-Dallas office at 972.991.2364.)
• Drawing will be held on Thursday, June 28, 2018.
• First Place – $500 AMEX gift card
• Second Place – $200 AMEX gift card
• Third Place – $100 AMEX gift card
• You must be a member at the time of the drawing.
TO REGISTER: Email: [email protected] or Register Online: www.naifadallas.org
1-Hr CE Following 12/7 LuncheonSponsored by: ARMOR Wealth Management1:15 - 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
Key Employee Planning with Life InsuranceCOURSE DESCRIPTION: Key employees (higher income earners) face increasing challenges related to their ability to save for retirement through traditional ERISA qualified plans. This challenge coupled with the recent increases in income tax rates is making alternative retirement savings options, such as Executive Bonus Plans (i.e., §162 Bonus Plans), Non-Qualified Deferred Compensation Plans, and Split Dollar Arrangements (i.e., economic benefit and loan regime) more attractive for key employees and executives. This course will educate attendees regarding the role life insurance plays in rewarding and retaining key employees.
MODERATOR: Part of the financial services industry since 1996, Joe Radovic, CLU, ChFC, CFP, MSFS founded ARMOR Wealth Management, LLC and as CEO, he plays a key role in the agency’s marketing, recruiting and training initiatives. His past experience and skills have earned him several company awards, including the prestigious Sales Manager of the Year Award. In addition, Joe has been recognized as an agency and company leader for his success in helping his personal clients meet their unique financial needs. As an active participant in the industry, Joe has
served on the NAIFA-Dallas Board of Directors in charge of Professional Designations. He is a member of the Society Financial Service Professionals; and the General Agents and Managers Association, which has honored him with several of its Career Development Awards. In addition, he was a moderator and instructor for the Chartered Financial Consultants and Chartered Life Underwriters Program. Joe graduated from Arizona State University with a Bachelor of Arts Degree in Chemistry and a Minor in Business. A member of the Sigma Chi Fraternity, he also swam for the men’s varsity team. He is a member of the Arizona State Alumni Association and the Sigma Chi Alumni Association.
SPONSOR: ARMOR Wealth Management | Joe Radovic, CLU, ChFC, CFP, MSFS469.737.4000 | [email protected]
DECEMBER 2017 | FAN | 8
NAIFA-DALLAS PRESENTS
ANNUAL BOWLING BASHTuesday, February 27, 2018
STRIKZ8789 Lebanon Road | Frisco, Texas 75034
Registration: 5:30 pm - 6:00 pm Practice: 6:00 pm - 6:30 pm
HARD START: 6:30 pm - 8:30 pm – Bowl 2 games Awards: 8:30 pm - 9:00 pm
READY, SET, Bowl at STRIKZ in Frisco’s 12-lane private room. Make it a team-building night for your agency, family and friends!
PRIZE DRAWINGS | CASH BAR
TEAM & INDIVIDUAL REGISTRATION (no more than 5 to a lane)
Check (payable to NAIFA-Dallas) Charge (circle one) VISA MC AMEX Zip Code on billing statement _________________
Credit Card # ________________________________________________________ Expires on _____ / _____ Security Code __________
MAIL TO: NAIFA-Dallas, 16990 Dallas Parkway, Suite 212, Dallas, Texas 75248 SCAN/EMAIL: [email protected] | ONLINE: www.naifadallas.org
Name _______________________________________________ Company ________________________________________________
Address _____________________________________________ City ___________________________ State _____ Zip ____________
Phone ________________________ Fax _______________________ Email ________________________________________________
Sponsorship Package @ $350 Individual Sponsor @ $200 Per Player: ___ @ $40 ea. = $_______ Per Person (no bowling): ___ @ $20 ea. = $_______
Total to be paid by check (payable to NAIFA-Dallas) or credit card: $_______ Questions? Call NAIFA-Dallas (972) 991-2364
TEAM NAME _____________________________________________
1) Name _________________________________ Shoe size _____ 4) Name ________________________________ Shoe size ______
2) Name _________________________________ Shoe size _____ 5) Name ________________________________ Shoe size ______
3) Name _________________________________ Shoe size _____
(if known) (if known)
(if known) (if known)
(if known)
SPONSORSHIP PACKAGE – $350 Includes a team of five (5) players – 2 games, bowling rental shoes, snacks, ice tea/water
your agency logo/advertisement placed on the BIG SCREENS during the Bowling Bash and in the upcoming FAN issues (NAIFA-Dallas’ monthly magazine that reaches 400 members in the Financial and Insurance industry)
INDIVIDUAL SPONSORSHIP – $200 Everything mentioned above, excluding the bowling team of five (5) players.
PER PLAYER REGISTRATION – $40 Includes 2 games, bowling rental shoes, snacks, ice tea/water
PER PERSON REGISTRATION – $20 Includes snacks, ice tea/water – EXCLUDES BOWLING
DECEMBER 2017 | FAN | 9
KAREN’S KORNERKaren H. True | Executive Vice President
Press “Pause”It’s December – certainly one of the busiest months of the year. It’s a time when businesses are wrapping up deals,
preparing year-end reports, drafting next year’s budget, and tying up the loose ends of 2017. In your personal life, it’s a time when you decorate, shop, wrap, cook, clean, travel, send holiday cards, plan and/or attend social events and school functions, and attend services at your church or synagogue.
In the metropolitan area where I live, there are literally hundreds of concerts, shows, plays, recitals, special performances, parades, caroling, and Christmas tree lighting events scheduled every afternoon and evening. It’s the month when we get together with family and friends to enjoy Christmas or Hanukkah and New Year’s Eve with those we love. And, of course, during the four weeks of the month, we try to get together with those people whom we haven’t seen all year – squeezing in breakfasts, lunches, dinners, parties, coffees, happy hours – filling up every
possible day, hour, and minute. I’m exhausted just thinking about the frenzy.
For me, this December is different. Out of necessity – rotator cuff surgery December 6th – I’ve been forced to push the “pause” button. And while it’s not easy for a person like me who tends to regularly exceed the speed limit in most areas of life, I’ve decided it’s a good thing and something I can recommend to you. Now, I’m not recommending rotator cuff surgery, but I am suggesting that pressing the “pause” button is a good idea. Here’s why...
1. Pressing “pause” has forced me to let go of some activities and tasks, things I’m discovering aren’t necessary. It’s helping me simplify. Confucious said, “Life is really simple, but we insist on making it complicated.” So true.
2. Having my dominant arm in a sling (reportedly for the next six weeks) is causing me to learn some new skills – like typing, putting on makeup, and dressing with one hand. It’s forcing me to slow down and rethink how... and why... I do things in a certain way.
3. Pressing “pause” is giving me time
to read, think, meditate, pray, plan – important activities that are often neglected, especially in the busiest of seasons.
So, let me recommend that during this special time of the year, you press the “pause” button – even if it’s only for 15 minutes or an hour. Focus on the season. Think about the things that matter and people you love. Relax. Breathe. Enjoy the moment. And be grateful.
I think you’ll find that if you give yourself the gift of a pause, when the time comes to press “play”, the music will be sweeter.
Wishing you and those you love a Merry Christmas, Happy Hanukkah, and abundant blessings in the coming year.
– Julie Alexander, CSP [email protected]
THOUGHT FOR THE MONTH:
“Strange, what being forced to slow down could do to a person.
– Nicholas Sparks
With 20 years of underwriting experience we could be the difference in placing the case or not. We are here for you!
DECEMBER 2017 | FAN | 10
THANK YOU 2017-2018 SPONSORS & EXHIBITORS
Joe Radovic, CLU, ChFC, CFP, MSFS469.737.4000 | [email protected]
Dana A. Call | [email protected]
Reggie Arnold | 214.373.1921 [email protected]
Christi Greene | 972.360.SOLDwww.christigreenehomes.com
Andra Grava, CLU, RHU | 972.774.9663 [email protected]
Jay Noble | [email protected]
Danny Fisher, CLU, ChFC | [email protected]
Blake Lundry | [email protected]
Artie Pidcock, CPA | [email protected]
John Davis, Sr., CLU | John Davis, Jr., CLU 214.696.9756 | www.insdesign.com
Brad Coon | 817.451.9550 [email protected]
Morgan Manser | 469.656.3434 [email protected]
Louis Dracoulis | 469.701.3331 [email protected]
Jim Mueller | [email protected]
Claudia Foraker | [email protected]
Mark D. Elder | [email protected]
Danny O’Connell, MBA | 469.329.0777 [email protected]
Scott Dial | [email protected]
Philip J. Pyrz, CLF, FLMI, ACS | 972.980.9990 [email protected]
Reed Schnittker | [email protected]
Mary Lyons | [email protected]
Victor Lara | [email protected]
Kathy & Mark Rice | [email protected]
Insurmed Services
HEATING & AIR CONDITIONING
Is your company listed here and getting free promotion?
If not, why not?
Call the NAIFA-Dallas office at 972.991.2364.
PLATINUM PARTNER
GOLD PARTNERS
SILVER PARTNERS
“NAIFA ALL IN”PARTNERS
Premier Paramedical Services
