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NAIFA-AZ Says “Thank You” to Its Sentinel 2013-2014 Members

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NAIFA-AZ Says “Thank You” to Its Sentinel 2013-2014 Members GOALS. ACCOMPLISHED. Insurance Assessment Assess and review of clients current life insurance portfolio Provides solutions that will benefit your client Excellent marketing tool for trust officers and CPA’s Life Insurance for Foreign Nationals High net worth Foreign Nationals residing outside the United States Foreign Nationals residing in the United States Large Case, Estate, Business Planning, Advanced Concepts Premium Financing Challenging Financial and Medical Cases Jumbo Cases 100 Million Plus Proprietary Annuity Software Pensions Solving Your Client Needs Strategically Life Annuities Pensions Long Term Care Critical Illness Disability College Funding Brokerage Professionals, Inc. 7910 E. Thompson Peak Parkway Scottsdale, AZ 85255 480-505-2500 * 800-733-7729 * 480-505-2501 Fax www.brokeragepros.com Celebrating 32 Years in Brokerage! Membership Directory 2014-2015 NAIFA-ARIZONA ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS FOUNDED 1957 P.O. Box 4728 Scottsdale, AZ 85261 480. 661. 6393 Fax: 480. 661. 6743 E-mail: [email protected] Website: www.naifa-az.org PRICE: Member $50.00 Non-member $125.00 Arizona is a member of the National Association of Insurance and Financial Advisors [NAIFA] The information in this membership directory is protected by copyright and is for use only by members of NAIFA-Arizona for association business. This directory may not be used for any commercial or other purpose, and permission to use this directory is contingent upon compliance with this requirement. Please let us know in writing if any information in this directory needs to be corrected, or if you would like any information added to, or omitted from, your entry in this directory, and we will try to make appropriate changes in the next edition. 2014 NAIFA-ARIZONA All rights reserved. Front Cover: “Companion”, artist Wei Tai, www.weitaiart.com 1 NAIFA-ARIZONA mission statement The mission of this Association is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. 2 table of contents 56 Acronyms 143 Advertisers Index 37-55 Advertisers Section 135-140 Alpha Company Roster 127-134 Alpha Membership Roster 18 APIC 19-20 IFAPAC-Arizona 141 Industry Addresses 36 Life Insurance Awareness Month - Governor Proclamation 6-7 NAIFA-Arizona Leadership 10 NAIFA-Arizona Past Presidents 12 NAIFA Quality Award Winners 9 Sentinel Program NAIFA-Arizona Local Associations 57-60 Arizona At-Large 63-70 East Valley 73-81 Phoenix 83-91 Scottsdale 93-100 Tucson 103-107 West Valley 109-111 Yuma 5 President’s Letter 24-31 Were You There? Capitol Hill Day Continuing Education Poker Tournament Softball Tournament 113-126 Who’s Who In Photos 15 Licensing & On-Line Continuing Education Material 34-35 NAIFA-Arizona Community Service: “Angel Mamas” 14 NAIFA-Arizona Website 112 NAIFA LUTCF 142 NAIFA Professional Liability Insurance Program 32-33 Leadership in Life Institute 21-23 Arizona Legislators 2 Mission Statement 3 4 Greetings to all new and returning members of NAIFA-Arizona ! The year 2014 brought us some historic developments for our state association: Most notably, the governor signed into law our CE bill which took many years to develop, promote, lobby, and ultimately pass both houses of 2014-2015 the Arizona state legislature in January 2014. Although 2014 saw the OFFICERS President culmination of this hard work, a big thank you must go out to our legislative MICHAEL A. SANDOVAL, CLU, ChFC committee which spent an inordinate amount of time and effort on this bill Tucson President-Elect for the 2 years prior. MIKE FORD West Valley Vice President Second, NAIFA-Arizona achieved platinum status for the Jack E. Bobo SETH KRASNE, LUTCF, CLTC Award of Excellence, given annually to deserving associations, either state Tucson Secretary/Treasurer or local. NAIFA-Arizona was one of only 2 state associations (Iowa being DAVID R. KROLL, CLU, ChFC Tucson the other) who achieved the platinum level, the highest honor given for this National Committee Chair JIM BENNETT, LUTCF award. This was also the second year in a row Arizona has achieved this West Valley Immediate Past President most distinguished designation. Congratulations must also be given to the TRACY L. JONES leadership of NAIFA-Scottsdale and NAIFA-Tucson as these associations Scottsdale Executive Vice President also achieved the platinum status for the Bobo Award. Collectively, PATRICIA A. CHESEBROUGH, CAE NAIFA-Arizona, NAIFA-Scottsdale, and NAIFA-Tucson were members of the select group of 20 associations to have achieved this honor. 2014-2015 DIRECTORS Finally, Arizona was recognized as one of only 7 state associations to achieve JUDY P. AGUILAR-WOERTZ, LUTCF, ChFC, CASL membership growth for the year ending June 2014. Furthermore, NAIFA- East Valley DANIEL A. CESCHIN East Valley, NAIFA-Phoenix, NAIFA-Scottsdale, and NAIFA-Tucson were Phoenix MICHAEL P. KLEIN, CFP, MBA also recognized as local associations achieving membership growth. A BIG East Valley thank you must be given to all members of the respective state and local DAVID A. SEWELL West Valley membership committees that made this vision a successful reality ! YARA T. NASH Yuma Even though we had a successful 2014, we must not rest on our laurels, but instead act on the momentum built up to this point: NAIFA national 2014-2015 representatives continue to lobby for the tax-favored benefits we promote; LOCAL ASSOCIATION PRESIDENTS NAIFA-Arizona representatives stay abreast of issues affecting our MICHAEL A. SANDOVAL, CLU, ChFC business that come before the Arizona State Legislature; and regular events At Large like NAIFA-Arizona’s Capitol Hill Day and NAIFA-National’s annual DONNA KOHLHASE, CLU, ChFC, CASL East Valley Washington D.C. “fly-in” encourage participation from NAIFA’s rank and SUSAN CARLSON Phoenix file members such as yourself. BARRY COOK, CLU, ChFC Scottsdale With talented and deep leadership teams working on your behalf at both the JUAN IBARRA state and local level, and with a rich and accomplished past to build on, the Tucson CHRISTOPHER S. KELLY years 2015 and beyond appear to be bright for NAIFA in Arizona! West Valley GARY SMITH, CLU, ChFC Yuma Sincerely, Michael Sandoval, CLU, ChFC NAIFA-Arizona President 2014-2015 Association of Insurance & Financial Advisors P.O. Box 4728, Scottsdale, Arizona 85261, Phone 480.661.6393, Fax 480.661.6743 Website: www.naifa-az.org, E-mail: [email protected] 5 Michael A. Sandoval, CLU, ChFC - President (520) 572-1156 [email protected] Mike Ford - President-Elect 602.944.2220 Ext. 104 [email protected] Seth Krasne - Vice President (520) 620-5314 [email protected] Tracy L. Jones - Immediate Past President (480) 361-1334 [email protected] David R. Kroll, CLU, ChFC - Secretary/Treasurer 480.538.2964 [email protected] Jim L. Bennett, LUTCF - National Committee Chair (623) 979-4140 [email protected] Patricia A. Chesebrough, CAE Executive Vice President (480) 661-6393, (480) 661-6743 Fax [email protected] 6 NAIFA-Arizona Board 2014-2015 OFFICERS President ...................................................................................................Michael A. Sandoval, CLU, ChFC President-Elect .......................................................................................................................................Mike Ford Vice President ...................................................................................................Seth J. Krasne, LUTCF, CLTC Secretary/Treasurer ............................................................................................David R. Kroll, CLU, ChFC Immediate Past President ...................................................................................................... Tracy L. Jones National Committee Chair ....................................................................................Jim L. Bennett, LUTCF EXECUTIVE VICE PRESIDENT Patricia A. Chesebrough, CAE P.O. Box 4728, Scottsdale, Arizona 85261 Telephone: (480) 661-6393 / FAX: (480) 661-6743 E-mail: [email protected] Website: www.naifa-az.org DIRECTORS Judy P. Aguilar-Woertz, LUTCF, ChFC, CASL Daniel A. Ceschin Michael P. Klein, CFP, MBA David A. Sewell Yara T. Nash COMMITTEE CHAIRS Membership ...............................................................................................................................................Mike Ford Membership Vice-Chair ...............................................................................Seth J. Krasne, LUTCF, CLTC SCHIC / LURN ...............................................................................................................Harry Markham, LUTCF Community Service ................................................................................................................. David A. Sewell Public Relations ....................................................................................................................................Yara T. Nash LILI (Leadership in Life Institute) Chair/ LILI Alumni ........ Judy Aguilar-Woertz, CLU, ChFC IFAPAC-Arizona............................................................................................................... Jim L. Bennett, LUTCF APIC / Associate Membership .....................................................................Michael P. Klein, CFP, MBA Professional Development/CE/YAT .............................................................David R. Kroll, CLU, ChFC Programs.................................................................................................................Seth
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