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May CORE Event & Annual Meeting

Planning for the Unexpected

Thursday, May 21, 2015  |  Seattle Yacht Club | 7:30am to 9:30 am

Our May event will feature a brief presentation themed for Disability Insurance Awareness Month (DIAM) from our newest local board member, Ryan Jewel, and a one-hour presentation from David Clemens on long-term care planning. We look forward to seeing you there!  This event will also serve as the official annual meeting of our local association.
  • WHEN:
    • January 15, 2015, 7:30am to 9:30am
    • Registration/Breakfast available at 7:00am
    • Program to begin promptly at 7:30am, please be on time.
  • WHERE:
    • Seattle Yacht Club
    • 1807 E. Hamlin Street, Seattle, WA 98112
  • COST:
    • $15 Members (any NAIFA local, WAHU, or SFSP)
    • $25 Non-Members
    • No charge for first-time guests who attend with a member

MORE DETAILS HERE  |  REGISTER ONLINE NOW

Please call Jenna Olson at (206) 228-9351 with any questions or to register and make a payment over the phone.


Upcoming Events

Save-These-Dates

For these 2014-15 events.  Check back later for information on these and other upcoming events.  Times and locations may be tentative.


News & Announcements

Mary Miller Returns, with Scarlett Kendrick

Thursday, March 12, 2015

 

Former board member, Mary Miller of ExamOne, has rejoined the local board as a non-voting board member.  She brings with her the new Seattle-area ExamOne Sales Representative, Scarlett Kendrick.  Scarlett hails from San Antonio, Texas.  Please join us in welcoming Scarlett to our great state and welcoming back Mary!  
See the Leadership page for contact information.

Two More Board Additions

Thursday, January 8, 2015

 

At the monthly board meeting the NAIFA Seattle/Eastside Board of Directors appointed Lisa Krukeberg to Director, Position 5.  She is a local to the Greater Seattle Area, currently serving as Income Protection Sales Manager with Principal Financial Group.  At this same meeting we also were joined by new non-voting board member, Ryan Jewell, of Sound Financial Group.  Ryan is the Disability Income Supervisor for Guardian and also will be taking over the role of APIC Chair for NAIFA Washington.  Please join us in welcoming Lisa and Ryan to the local NAIFA leadership team.  See the Leadership page for contact information.

Board Welcomes New Director

Thursday, October 9, 2014

 

At today's regular board meeting the NAIFA Seattle/Eastside Board of Directors appointed Stephen Good, LUTCF, CFBS, CLTC to Director, Position 3.  Stephen recently move to the Seattle area from Arizona, taking the role of Managing Director with MassMutual Financial Group downtown.  He is a Past President of NAIFA Miami and has served on the board of three different state associations, including NAIFA Florida and NAIFA North Carolina.  Please join us in welcoming Stephen to our great state!  
See the Leadership page for contact information.


New Leadership Elected

Tuesday, May 20, 2014

 

During the annual meeting, members present at the NAIFA Washington State Convention elected a the Board of Directors for the coming year.  These officers and their board officially take office on July 1, 2014.  Congratulations ladies & gentlemen!

  • Michael C. Staeb, Staeb Brokerage
    • President
  • Alexander Collins, CFP, ChFC, Sound Financial Group
    • President-Elect
  • John B. Nichols, Nichols CO
    • Secretary/Treasurer Pro-Tempore
    • Immediate Past President
  • Scott Fowler, dibroker
    • National Committeeperson
See the Leadership page for full details on your NAIFA Seattle/Eastside Board of Directors.



Welcome to our newest members!

Ryan Jewell
Sound Financial Group

Robert Chang
Horace Mann

Mychele Dyer
Northwestern Mutual

Howard Weckel
American National

Dana Campion
Ohio National