| 2009 Sponsors
Marshall Muse
Lee Ripley
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Thank you to the NAIFA-Texas PAC Sponsor Associations
NAIFA-Austin, Platinum
NAIFA-Central TX, Bronze
NAIFA-TX Annual Meeting at the Austin Airport Hilton
Sponsorship Levels:
Platinum $500
Gold $300
Silver $200
Bronze $100
NAIFA-TX Members or
Local Associations
If you or your company would like to sponsor the PAC Silent Auction, contact Julie Moore (512) 716-8800 for
a sponsorship form.
NAIFA-TX Recognition
Platinum: eNewsletter, website,
during state convention,
plaque given - annual business meeting
Gold: eNewsletter, website, and state convention
Silver: eNewsletter and website
Bronze: eNewsletter
Mail your check today to:
NAIFA-TX
PAC Silent Auction
515 Congress Avenue, Ste. 1650
Austin, TX 78701
Contributions to IFAPAC are voluntary, divided between Texas IFAPAC and IFAPAC-National, and contributed to candidates for state elective office (by your state IFAPAC) or for federal elective office (by IFAPAC-National). Your state IFAPAC is associated with IFAPAC-National through a federation of local, state and national trade associations. Corporate contributions to IFAPAC-National's political fund are prohibited. Under state and federal law, you have the right to refuse to contribute without reprisal. Contributions are not deductible as charitable contributions for federal income tax purposes.
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Membership News
Wrangler Award
The membership race is on!... to win the NAIFA-Texas Wrangler Award. Only two months left to compete for the NAIFA-Texas Wrangler Award. The deadline is June 30, 2009. This year the award will go to the three Local Associations that have MORE New Members than Lapsed Members.
Small Local Associations:
NAIFA-Wichita Falls: 9 New vs. 6 Lapsed
NAIFA-Great Southwest: 9 New vs. 9 Lapsed
San Angelo AIFA: 4 New vs. 4 Lapsed
Medium Local Associations:
NAIFA-Lubbock: 12 New vs. 9 Lapsed
NAIFA-Gulf Coast: 8 New vs. 11 Lapsed
NAIFA-Corpus Christi: 4 New vs. 8 Lapsed
Large Local Associations:
NAIFA-Austin: 33 New vs. 45 Lapsed
NAIFA-San Antonio: 27 vs. 36 Lapsed
2008-2009 Quarterly Membership Contest
***March Results***
March 31st Winners:
($300.00 each)
Local Assn: San Angelo
NAIFA-TX Member: Karen True, NAIFA-Dallas
January 31st Winners:
Local Assn: NAIFA-Wichita Falls
NAIFA-TX Member: Cylinda Clark, NAIFA-Dallas
September 30th Winners:
Local Assn: NAIFA-Austin
NAIFA-TX Member: H. June Rush, NAIFA-Ft. Worth
Next Benchmark Goal: June 30th!
(Make sure your name is listed on the "referred by" section on every new member application.)
NAIFA-TX Members:
At the end of each Membership Benchmark period, (see dates above) a member will have a chance to win $300 if they recruit a new member during the quarter. Every time a member recruits a new member their name will go into the drawing for $300.00. Only one member per period will win.
Local Associations:
Each Local Association that meets their NAIFA Quarterly Benchmark has a chance to win $300.00. If more than one local association reaches their benchmark goal, one winner will be drawn from a hat. If none of the local associations reach their benchmark goal, the money will carry over into the following quarter.
Members and Local Associations will have four (4) chances to win throughout the year!
NAIFA-TX New Member Commitments
NAIFA-TX Officers:
Earl Thompson 5/4
Randy Robertson 4/8
Cylinda Clark 4/4
Alan Carl 4/6
Ron Mullen 2/0
Des Taylor, 2/4
Total to Date........26
NAIFA-TX Directors:
Kirk Haworth, Reg. 1 4/0
Lane Boozer, Reg. 2 3/2
Douglas Massey, Reg. 3 3/0
Lesley Pinckard, Reg. 4 3/0
Paul Eisen, Reg. 6 5/1
Bobby Simpson, Reg. 7 4/0
Jason Talley, Reg. 8 3/4
Steve Ehlers, Reg. 9 4/2
Total to Date..........9
Grand Total..........35
Glen Baecker........8
Total New Member Commitments
47
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Advocacy in Action
Guaranty Association Bill Gets Senate OK As time continues to tick down on the 81st Regular Session of the Texas Legislature and the record number of bills filed in the House and Senate, lawmakers are scrambling to move their bills along before the June 1 adjournment.
On Monday, May 11, 2009, the Senate approved S.B. 1493 (Williams, R-The Woodlands) to increase the protections under the Texas Guaranty law from $100,000 to $250,000 for the present value of annuities.
With the unanimous support of the Senate, the bill now goes to the House of Representatives where it must be approved before the session adjourns.
S.B. 1493 is just one of the many bills carrying a potential impact for agents and financial advisors that NAIFA-Texas is following. For daily legislative updates between now and the end of the session please visit www.naifa-texas.org.
A full legislative recap will be featured in the June eNewsletter.
Agents, Brokers and Consumers of Health Insurance at Risk with Government Plan
The Obama Administration is actively working with Congress and interested parties to craft a major health care proposal to replace or supplant the private industry in the sale and delivery of health insurance. "A public plan is something that's sponsored by the government, and therefore has very low or almost nonexistent administrative costs," according to recent comments by Nancy-Ann DeParle, counselor to the President. She went on to say that "[the government plan] doesn't have the need to have brokers out selling; it wouldn't have the need to have a lot of costs and profits the way private plans would. So it has that advantage."
The proposal has the potential of eliminating or severely curtailing the agent/broker role in health insurance sales. The entire debate, with details still being developed, is on a fast track with draft legislation expected in late May and votes as early as July, in the Senate, and late summer or early fall in the House.
NAIFA-Texas members are urged to standby and be ready to respond quickly to Action Alerts in the face of governmental intervention in the insurance industry like never before.
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NAIFA-Texas News
Two Locals Receive National IFAPAC Recognition
NAIFA-Amarillo and NAIFA-Great Southwest have been honored with National IFAPAC's Tribute to Excellence Award.
The award signifies that both locals increased their number of contributors and the amount of contributions over the prior year by at least 12%. Additionally, local officers contributed at least $100 annually and both associations contributed at least $3.00 per member to the IFAPAC administrative fund.
In qualifying for the award, NAIFA-Amarillo and NAIFA-Great Southwest were two of just thirty-five local associations nationally to achieve these benchmarks.
Local Leaders Plan for Success
More than sixty leaders from NAIFA-Texas' twenty-six local associations gathered in Austin May 1-2 for the 2009 Presidents-Elect Meeting and Team Texas Forum. The seminars, moderated by Joey Ussery, CLU, ChFC, LUTCF, of NAIFA-Houston, provided leaders with an overview of NAIFA's tools for success and allowed local leadership teams the opportunity to develop their plans for the year to come.
PHOTO: Attendees of the 2009 Team Texas Forum Prepare for the upcoming association year.
Lower E&O Rates Available for Texas Agents Professional liability coverage is now available to NAIFA-Texas members at a 15% discounted rate through NAIFA's endorsed professional liability program.
Under the program, members are eligible for:
- Choice of coverage, benefit level and deductible amounts,
- Legal fees and court costs paid -without reducing liability limits,
- Coverage for Fee-based Financial Planning and RIA activities,
- Two-hour free consultation with advice from a qualified attorney on a potential claim or circumstance that could lead to a claim.
Visit www.naifainsurance.com to find out more about the program, get a quick premium estimate, apply online or download a PDF. |
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Register Today for the 2009 TLRT Roundup and NAIFA-Texas Annual Meeting
Registration is now open for the 2009 TLRT Roundup and NAIFA-Texas Annual Meeting, to be held July 16-19 at the Austin Airport Hilton Hotel.
The TLRT Roundup will feature nationally recognized and MDRT-quality speakers including Van Mueller, Dan Allison and NAIFA President Cliff Wilson.
The NAIFA-Texas Annual Meeting marks the first election of Trustees under the new governance model adopted by the Delegate Council in 2008. Nine candidates are running for seven Trustee positions on the NAIFA-Texas Board. The four candidates receiving the most votes will be elected to a two-year term. The following three candidates will be elected to a one-year term.
All candidates for NAIFA-Texas Officer positions are running unopposed.
2009 Officer Candidates
 Cylinda A. Clark Candidate for NAIFA-TX President-Elect
Cylinda A. Clark currently serves as the NAIFA-Texas Secretary/Treasurer. Previously, she served as the Region 5 Director, Membership Chair and is a past-President of NAIFA-Dallas.
 Steve Ehlers, LUTCF, CEP Candidate for NAIFA-TX Secretary/Treasurer
Steve Ehlers, LUTCF, CEP currently serves as Director of Region 9. He is a past-President of NAIFA Houston.
 Ron Mullen, CLU, ChFCCandidate for NAIFA-TX Nat'l Committeeman
Ron Mullen, CLU, ChFC is a past-President of NAIFA-Austin and NAIFA-Texas. He currently serves as the NAIFA-Texas National Committeeman.
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2009 Trustee Candidates
Donald "Lane" Boozer, III, LUTCF
Lane Boozer is the current Region 2 Director and President of NAIFA-Texoma.
 Stella Castaneda
 Frank Correa, Jr., LUTCF
Frank Correa, Jr., LUTCF is the current President of NAIFA-Fort Worth and a member of the NAIFA-Texas Finance Committee.
 Paul Eisen, CLU, ChFCPaul Eisen, CLU, ChFC is the current Director of Region 6. He is a past-President of NAIFA-Waco.
Kirk Haworth, CLU, ChFC
Kirk Haworth, CLU, ChFC is the current Director of Region 1. He is a past-President of NAIFA-Amarillo.
Doug Massey, CLU, ChFC, FSS
Doug Massey, CLU, ChFC, FSS is the current Director of Region 3. He is a past-President of NAIFA-San Angelo.
 Lee RipleyLee Ripley is a past-President of NAIFA-Dallas.
Jason Talley, LUTCF
Jason Talley, LUTCF is the current Director of Region 5. He is a past-President of NAIFA-San Antonio.
Joey Ussery, CLU, ChFC, LUTCF
Joey Ussery, CLU, ChFC, LUTCF is a past-President of NAIFA-Houston and a current member of the National Membership Committee. | |
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