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2015-01-15 January CORE Event (w/CE)

January CORE Event

Networking in the New Year

Thursday, January 15, 2014  |  Seattle Yacht Club | 7:30am to 9:00 am

*** NOW WITH ONE (1) HOUR OF WAOIC APPROVED CE CREDIT ***

Join your colleagues to start off the new year right, with your NAIFA friends!  Directly resulting from member feedback, we return to a shorter, more frequent style of events.  These will have a predictable schedule and steady location.  Our first event of 2015 will feature a brief presentation on Effective Networking from our newest local board member, Stephen Good.  Following will be a one-hour CE presentation from long-time NAIFA supporter, Bob Merz, on settling complex estates and the importance adequate life insurance plays in doing so.
Effective Networking
Are you making the most of your networking opportunities?  Are your networking activities turning into sales?  In this session, you’ll learn impactful networking techniques, where to go to meet the right people, and what to say when you get there.  You’ll also learn how to build strategic alliances, and how to utilize them to grow your practice.  We’ll also explore the importance of your “elevator speech.”   If your networking activities are going nowhere, attend this session and start networking for results.

Stephen Good, LUTCF, CFBS, CLTC
Managing Director, MassMutual Seattle
Stephen Good recently relocated to Seattle where he has been named the Agency Managing Director for Mass Mutual Seattle. He has been in the insurance and financial planning industry since 2001 and a NAIFA member since 2003. During his time in NAIFA he has served as a local president, he is proud a LILI grad in 2004, and spent 2 years on the National Membership committee as the YAT liaison to the team. He and his wife, Merrilee, currently live in Sammamish with their two very active toddlers Courtney and Madison.

Importance of Adequate Life Insurance
Probating Four Complex Estates for Passengers on Alaska Flight 261
WAOIC Approved CE Course #611537
This presentation will recount the challenges of settling estates of four passengers of the ill-fated flight from Puerta Vallerta, Mexico, destined for San Francisco and Seattle.  The flight went down off the coast of Southern California on January 31, 2000.  The challenges facing settlement of these estates included locating wills, lack of funds for funeral arrangements, acquiring death certificates, appointment of executors/administrators, inventorying assets, filing claims for life insurance proceeds, identifying legitimate heirs, income and estate tax returns, a wrongful death suit, and much more.

Robert Merz
, CLU, ChFC, MSFS
President, The Merz Agency
Bob Merz began his insurance career in Oregon in 1970. In 1975, he was appointed Seattle Branch Manager for Manhattan Life of New York. He opened The Merz Agency’s Seattle office in 1978. The Merz Agency is a third generation family owned multi-carrier life insurance brokerage serving the Pacific Northwest since 1958 with offices in Portland and Bellevue.  He holds a Bachelor of Science in Business from Portland State University. He pursued his graduate studies at The American College in Bryn Mawr, Pennsylvania and received a Masters of Science in Financial Services. He is a Chartered Life Underwriter and a Chartered Financial Consultant.  He is a current member of the Life & Disability Agent / Broker Advisory Committee to the Washington State Office of Insurance Commissioner. He is the Past President of the East King County Estate Planning Council, the Seattle Society of Financial Service Professionals and the Eastside Association of Insurance and Financial Advisors. He has taught both the personal insurance and business insurance courses for the Life Underwriters Training Council. He is utilized as an expert witness in Errors and Omissions litigation to establish the level of expertise required of life insurance agents practicing in the business and estate markets. He is licensed in AK, AZ, CA, ID, MA, NV, OR, TX, UT and WA.  Bob and Sharon have been married 43 years and reside in Kirkland. With three children and 10 grandchildren, family is their primary focus. Bob is an avid golfer and soccer player. He also enjoys working on projects at their cabin on the lake.
  • WHEN:
    • January 15, 2015, 7:30am to 9:00am
    • Registration/Breakfast available at 7am
    • 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

*** REGISTER ONLINE TODAY ***

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