Thursday, December 11, 2014

2014 November/December LILI

NAIFA Washington LILI 2015 Class Participants needed!

“Kudos to NAIFA for developing such a course! I’ve been involved (both as student and teacher) in Dale Carnegie and various industry designation classes. In my opinion, LILI ranks at the top in helping prioritize what is important in life, and achieving one’s self-determined definition of success.”    Michael Standrod, CLU, REBC - Arkansas

The Leadership in Life Institute (LILI) curriculum is based on the leadership writings of Stephen Covey, John Maxwell, Jim Collins, and Kouzes & Posner.

The institute consists of six sessions over six months:

1.    Identifying One’s Self: Introductions, self-assessments, and identification of personality styles and how to relate to them

2.    Mastering One’s Self: Leadership fundamentals, personal vision and mission

3.    Developing One’s Self: Application of self-mastery skills learned in Session Two

4.    Developing the Leaders Around You: Team-building and working with others to achieve unique goals

5.    Someday All This Will Be…Whose?: Moving from Independence to Interdependence

6.    The Journey Begins – Commencement: Responsibility, renewal and hallmarks of leadership

2014 November/December Government Relations

NAIFA/WAHU "Day on the Hill 2015
January 27, 2015
Phoenix Inn, Olympia, Washington
NAIFA Washington Members it's time to mark you calendars for our annual NAIFA/WAHU "Day on the Hill". This is going to be a very important year because the State's Budget deficit is BIG! You know we have to be engaged in this process for our clients and for ourselves. Here's what Mel Sorensen, NAIFA-Washington Lobbyist has provided:
Proposed Agenda
8:45                 Welcome and Introductions
9:00-9:30         Update on the Washington Health
                        Benefit Exchange                 
                        Catherine Bailey, Director of
                        Healthplanfinder Business
9:30-10:00       Governor Inslee’s Health Policy Objectives for 2015
                        Jason McGill, Health Policy Advisor - Office of the Governor 

2014 November/December Solutions Summit

NAIFA Washington Invites You
to Attend the

Sharon L. Sparling, NAIFA Washington, Government Relations Chair

NAIFA-Washington is partnering with the Washington Policy Center by being a co-presenting organization on WPC’s Solutions Summit on Tuesday, January 6th, 2015 at the 3 Rivers Convention Center in Tri-Cities and Wednesday, January 7th, 2015 at the Bellevue Hyatt!

We would like to reserve a spot at each location and need 8 NAIFA WA attendees!  This will save you!  The full day registration of $80 would be $68.75!!  Please let me know right away so I can get WPC your name for this discount.  If we don’t get 8 at each location the cost will be $80 for full day’s events.  Finally, if you have clients that could benefit from attending, please invite them!  “To be Informed is to be Involved!” ~Sharon L. Sparling, NAIFA Washington, Government Relations Chair

Wednesday, December 3, 2014

2014 November/December Past President's Message

Hero In Our Midst

Just a little more than a month ago the joint meeting of NAIFA South Puget Sound and Washington Association of Fraternal Insurance Counselors was held on the Tacoma Waterfront. The purpose of the meeting was to educate and inspire as well as foster comradery between the insurance and financial professionals in attendance.  First we heard from Hal Prucop, attorney at law of Issaquah on some basic estate planning documents and considerations including beneficiary designations that sometimes we take for granted and that may not be in alignment with the desires of our clients and prospects. Hal is a very energetic caring attorney that believes in what we do and supports us.  We then heard from the well respected Bob Pittman, attorney at law from Fircrest. Bob has been an estate planning attorney extraordinaire for many years and I’m sure already known by many of you. Bob also believes in what we do and works very well with us in accomplishing our client’s objectives. He is a strong proponent of life insurance for many reasons that we also believe and shared several sales ideas including at least one that many of us may not have known about. Inherited IRAs are not safe from creditors. Bob shared some real life stories relating to this issue and how we should consider alternatives to the inherited IRA, like life insurance.

Tuesday, December 2, 2014

2014 November/December In Memoriam

Our beloved Leader for Life of NAIFA-Lower Columbia Major Robert M. Otteraaen USMC Ret., 86, of Kelso passed away Nov. 15, 2014, at home. Many of you experienced Bob’s dry wit, undoubtedly a left over from his career as a U.S. Marine. As a Marine, Bob served in three wars….WWII, Korea and Vietnam. Not too many Generals get to say that!

.......Wayne Lunday

He was born April 25, 1928, in Seattle, to Dr. Andrew O. and Anna (Nelson) Otteraaen. Robert graduated from Wenatchee High School and earned a Bachelor of Science degree in horticulture and a Master of Education in counseling from Washington State University.

On June 13, 1953, he married Marion J. Copeland in Seattle. They moved to Kelso from Camp Lejune Marine Corps Base in 1974. During his military career, Robert served in World War II, Korea and Vietnam. He went on to teach high school and run a small business in Kelso for financial tax strategies.