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2015-05-21 Planning for the Unexpected

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


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

David Clemons
Long-Term Care Advisors

David has been working as an independent insurance agent for 13 years and represents a majority of the insurance carriers.  His main focus has been with long term care insurance (with a book of business well over $2 million), but he does sell his share of life insurance and annuity products.  For the past 6 years David has been an Endorsed Local Provider for the Dave Ramsey Organization. His ELP territory is almost all of Washington and a good part of the Portland, Oregon area.  He also teaches the Dave Ramsey Financial Peace University class thru his church in Kirkland.  As a long term care planning specialist he knows that most people will not be able to purchase long term care insurance, so his mission is to educate his clients as to the impact and options available if long term care is ever needed. He has an extensive network of other professionals that he refers his clients to that need other services.  A resident of Kirkland for over 20 years.  He has been married to his wife Bari for 32 years, has two daughters and has just become a Grandfather this month. In his spare time you will find him on the golf course, at the gym or riding his bicycle all over the Eastside.

"Long-Term Care"

Ryan Jewell
Sound Financial Group / The Guardian

Ryan graduated from Seattle Pacific University, where he began his business career during summer breaks. Seeking to build an exceptional work ethic and develop character, Ryan walked door-to-door over 80 hours per week in New Jersey and California selling educational books, and eventually recruited and trained a high performing team. Today, Ryan enjoys living on Mercer Island with his bride, Amy, where you will often find them socializing with friends, playing golf, working out at the local gym, or enjoying Maui where they were engaged and married.  With over four years in the financial industry, Ryan enjoys being on the local Seattle/Eastside NAIFA board, and works with brokers across the Northwest showing them how to protect against financial catastrophe and secure cash flow.

"Income Protection for Professionals"
A Short Course on Disability Income Protection


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