Monday, September 21, 2015

2015 September/October LILI

Leadership In Life Institute – Take the Challenge!

Success  is in the air…the LILI Class 2015 will be holding their third session this month!  The feedback has been so positive from the 7 students enrolled.  Great News!! John Nichols is serving as our 2015 LILI Apprentice and has enrolled in the Moderator Training being held in New Orleans.  John will be next year’s Moderator and I will be co-moderating with him!!!  
Are you ready to take on the challenge that the Leadership in Life Institute has to offer?   We’re in the process of opening registration for the LILI Class of 2016!!

2015 September/October The Back Page

Are You Sleeping Through the Opportunities??
Nearly 200 years ago, the American short story “Rip Van Winkle” became an instant classic. The main character, Rip, is an unambitious man who is very good at avoiding two things: work and his wife.
One day, while wandering in the mountains with his dog, he discovers a group of strangely dressed men drinking and playing games. After accepting some of their liquor, Rip becomes drowsy and closes his eyes for a moment. When he opens his eyes again, he is surprised to find that his dog is gone, his rifle has rusted, and he now has a long beard.
Rip makes his way back to his village only to discover that everything has changed. His wife has died, his friends are gone, and the portrait of King George III in the tavern has been replaced by a portrait of someone he does not recognize—by General George Washington.

2015 September/October IFAPAC

October is 100% Back to the States Month!!!

Even the funds collected at the NAIFA Career Conference in New Orleans (from contributors who have completed a Directive to share) will be sent back to the State IFAPACs!  This fundraising campaign offers your state the opportunity to build up its IFAPAC coffers in preparation for the 2016 elections. Contributions must be deposited in the National IFAPAC bank account no later than 2:00 p.m. October 30, 2015.

The Fiduciary Standard Rule proposed by the Department of Labor will have a lasting impact on our industry and your clients if it is enacted as is. NAIFA has been hard at work trying to ameliorate the proposed DOL rule.  Our President Juli McNeely has testified before both the Department of Labor and the U.S. House Financial Services Committee on your behalf.   To learn more about what NAIFA has done for you click here.  We will need everyone’s help to make sure the final rule does not prevent you from serving you clients!   Please capitalize on the DOL issue to bring in the IFAPAC dollars. 

Thank you for all of your hard work for IFAPAC!

P.S.  To access the IFAPAC contribution forms go to  

Richard Ek, LUTCF
IFAPAC Washington Co-Chair

Friday, September 18, 2015

2015 September/October Health Insurance

Tips on 2016 Health Insurance Plans

OPEN ENROLLMENT Nov 1st 2015 – Jan 31st 2016

Clients and Future Clients, hold back your excitement, as the season for renewing your 2016 Individual Health Insurance is upon us. You only get to do this once a year…literally, once you change you are locked in for 12 months. All kidding aside, it’s a very important choice to make and our goal is to help you get the BEST policy for your specific needs. Give us a call at 425-305-1900 for tips.

Deadlines for Signing Up
The only time you are normally able to sign up for Individual Health Insurance is from Nov 1st 2015 to Jan 31st 2016. If you want coverage for January 1st, the last day to sign up for coverage on the WA Health Exchange is December 23rd and Direct to the Carrier (if your income is above the Tax Credit chart below) is Dec 31st for most carriers.

Click Here For More Information

Monday, September 14, 2015

2015 September/October Convention 2016

Combined Convention 2016!
May 20th – May 22nd, 2016

Welcome to Skamania Lodge

It’s official… when it was suggested that we “think outside of the box”… we did… and MORE!

You are going to love it!  There is no more beautiful destination than the Columbia Gorge in the late spring.   Skamania Lodge is a destination resort with plenty of fun stuff for the entire family.  Certainly a wonderful “couples get-away”!

So… that’s our plan. Instead of filling up all of your time with continuing education and motivational monologs, we decided to combine our convention with NAIFA-OREGON and create more of a “networking” opportunity with our brethren (and sisters) to the south! 

2015 September/October National Conference


We are all headed to New Orleans this October 3-5, 2015 for our National Conference.  Your leaders and delegates will be busy!  Let the good times roll in New Orleans! The NAIFA 2015 Career Conference and Annual Meeting is jam-packed with great speakers, educational workshops, advocacy updates and more, but let’s be sure to plan time to enjoy New Orleans. I’m adding a couple of days after the meeting to check out all there is to see and do in the Big Easy.

If you are a delegate please get your cell phone number to Jenna Olson, our Executive, so we can keep in touch during the convention and arrange to meet as needed.  We have a Western States Forum Meeting most likely Monday morning at 7:30 AM that we need you to attend.  We also want to gather everyone together for fellowship, camaraderie, and fun. I will be attending on Saturday the Advisor 2020 program so that I can share with you my experience as we will be putting this on for our members this October 15th.