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2016-05-19 May Annual Meeting

May Annual Meeting & CORE Event

"A Tale of Two Disabilities"

Thursday, May 19, 2016  |  Seattle Yacht Club | 7:30am to 9:30 am

This event includes one (1) hour of WAOIC-approved continuing education (CE) credit.

Join NAIFA Seattle/Eastside at for one of our industry's most interesting speakers at the Seattle Yacht Club. This event will feature Tom Peterson of Peterson International Underwriters (PIU). PIU is a U.S. representative of Lloyds of London. We are delighted to have Tom as a speaker for our local event. He is coming into town ahead of the NAIFA Washington/Oregon State Convention (at Skamania Lodge), where he will be making a different presentation during the CE Riverboat excursion.
  • WHEN:
    • May 19, 2016, 7:30am to 9:30am
    • Registration/Breakfast available at 7:00am
    • Program to begin promptly at 7:30am, please be on time.
    • Association Annual Meeting will be at 9:00am.
  • WHERE:
    • Seattle Yacht Club, 1807 E. Hamlin Street, Seattle, WA 98112
  • COST:
    • $20 Members (any NAIFA local, WAHU, or SFSP)
    • $30 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.


www.piu.org
Thomas R. Peterson
Peterson International Underwriters

Thomas R. Petersen attended California State University at Northridge and later earned an MBA in International Business at Pepperdine University in 1985 before joining Petersen International Underwriters in 1986. As Vice President, Thomas’ duties involve product development, industry liaison, legal counsel liaison and national association representation. Thomas is a Registered Health Underwriter, a licensed investigator, a Life Fellow of the American College of Forensic Examiners and an Emergency Medical Technician.

"A Tale of Two Disabilities"
WAOIC Course #620540 (Provider #32164)
Two different case studies with two different disabilities. One had disability insurance, the other did not. “Do the statistics lie?” is a question we will examine with these two case studies. Looking at the history of income evolution and using various sources of data we see the impact of losing income has on the family and business. What can we do?

REGISTER ONLINE TODAY

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


Annual Meeting
NAIFA Seattle/Eastside

Following the regular program we will have a short annual meeting for association business. Members in attendance will exercise their privilege to vote for a new slate of leaders for the local association's Board of Directors. Below is the slate of officers and board members up for election:
  • PRESIDENT:  Alexander C. Collins, CFP, ChFC (Sound Financial Group)
  • PRESIDENT-ELECT:  Lisa Kruckeberg (Principal Financial Group)
  • SECRETARY:  Jody Lentz (MassMutual Financial Group)
  • TREASURER:  Jennifer Korton (Kubo Korten, PLLC)
  • IMMEDIATE PAST PRESIDENT:  Michael C. Staeb (Washington Brokerage)
  • DIRECTOR, POSITION 2:  Ryan Jewell (Sound Financial Group)
  • DIRECTOR, POSITION 4:  Gary Franke (Achieve Alpha Insurance)
  • DIRECTOR, POSITION 6:  John Nichols (Vistage International)
Scott Fowler's term as National Committeeperson continues. Directors without renewing terms include Stephen Good, Ted Butler, and Scarlett Kendrick. At-Large Board Members include Amy Dalton, Matt Sawan, Charles Lindberg, and Sarah Fisher.

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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