Connections February 2018 | View Online

NAIFA Minnesota Connections - the newsletter

In this Issue

From the President

NAIFA Announces Special Meeting of the NAIFA National Council

Save the Date for Insurance Day on the Hill Use attached invite

Welcome New Members!

See you at the 2018 Summit

Upcoming Events

From the President

Feb 2018 Connections video with Jolene Johannes

Watch the video now.


  • Update on the State Efforts with QME
  • Register Summit for Insurance and Financial Advisors
  • Insurance Day on the Hill is March 21
  • Contribute to IFAPAC – Your career insurance

Greetings from your NAIFA State Board.

At our recent January meeting, the NAIFA MN Board dedicated a substantial amount of time to the QME. QME stands for Quality Member Experience. As you may recall, National had a task force that was working on changing the federation structure, establishing standards we are accountable for and moving to one consistent dues structure. The vote on QME was to have taken place last September….but Hurricane Irma caused our national convention to be cancelled. The official national vote will now take place in May in Washington DC.

Meanwhile, our state has established our own task force with representation from Southern, Rochester, Duluth, Central, Glacial Ridge, North Metro and the Twin Cities. The first meeting was held on January 19. The purpose of the group is to bring back a proposed Governance structure that is more accommodating to NAIFA members and outlines a stronger membership value.

On another note, we hope to see you at the remaining two Roadshows. One will be on Feb. 13th in Rochester. The other will be held in Mankato on March 16. Attendees will have an opportunity to comment on the proposed QME changes.

Our State has other exciting things happening as well. We have been collaborating with several other organizations on upcoming programs.

The first is the 2018 Summit for Insurance and Financial Advisors. Registration is now open, and we have gotten a great response so far. This inspiring program features presentations on business advocacy, practice management and product knowledge. This event is a partnership between MAHU, FSP, NAIFA MN and MN FIC. We are excited for the evolution of this program which replaces our State Convention and Day with MDRT. The date for the 2018 Summit is April 20th. So please save that date and plan to attend.

The other event is our annual Insurance Day on the Hill which will be held on March 21. The event is free, but space is limited. NAIFA partners with other organizations to put on this event each year. Matt Birk, former Minnesota Viking, Super Bowl Champion and NFL executive will be the keynote speaker. CE credit will be available in the morning session, and registration will launch on February 7.

We would also like to encourage you to donate to IFAPAC. It's your career insurance. By donating to IFAPAC, you help us connect with legislators both at the state and federal level. This protects our products and our ability to serve our clients. 2018 is an important election year, and we need to be visible. Your participation really does make a difference.

Thank you so much for being a NAIFA member. We are so much stronger together.

Save the Date for Insurance Day on the Hill Use attached invite

March 21, 9am – 6pm · St. Paul RiverCentre

Insurance Day is a chance to talk to legislators about how the insurance industry protects the financial security, property, and health of Minnesotans and the important impact our industry has on the Minnesota economy. Insurance Day is free of charge and includes training seminars, meetings with legislators, lunch, transportation to the Capitol, and a reception at the end of the day with key legislators and door prizes. Continuing education credits available pending approval.

Download the Save the Day Flyer (PDF)


See you at the 2018 Summit


2018 Summit

Join Minnesota’s best insurance and financial services professionals as we gather to explore creative ideas to get you inspired and propel your business in 2018. Surround yourself with like-minded advisors and build relationships with multi-disciplinary experts to bring additional value to your clients. You won’t want to miss the 2018 Summit!

Register Today!

The event is a collaboration between FSP, MAHU, MN FIC and NAIFA Minnesota and features the best value for your professional development budget.

The Summit will deliver cutting-edge sales techniques and ideas, technical information and motivational concepts for those in the life insurance and financial services business.

This year’s speaker lineup features:

Andy Gannon — Business Advisor at G&A Partners, Motivational Speaker

Joe Jordan — Inspirational Speaker, Bestselling Author

Jim Effner — Master Sales Trainer, Financial Services Speaker, Founder of P2P Group


Thursday, April 19, 2018

4:30 – 5:30 pm

Annual Meeting

Friday, April 20, 2018

8:00 – 8:45 am

Registration and Networking with Exhibitors

8:45 – 9:00 am

Welcome & Announcements

9:00 – 10:15 am

"A Guide to Thriving in a Changing World" by Joe Jordan. Graciously Sponsored by Brighthouse Financial

10:15 – 10:45 am

Coffee with Exhibitors

10:45 – 11:15 am

“Light the Fire Within — Surviving the 35W Bridge Collapse and How it’s Changed My Life" by Andy Gannon

11:15 – 12:30 pm

Luncheon and Legislative Discussion – featuring special guests from MIFSC, MAHU and NAIFA

12:30 – 1:00 pm

Dessert with Exhibitors

1:00 – 2:40 pm

“Sales Cycle Mastery – The Essentials” by Jim Effner

2:40 – 3:00 pm

Conference Adjourns

Following the conclusion of the event, we invite you to stay for a networking social hour at 3:00 pm in the hotel lounge.

View a detailed agenda with speaker and session information.


Register early and save!

Before March 26, 2018: $150
After March 26, 2018: $200

CE Credits

Earn up to 3.5 CE for MN, ND, SD, and WI Insurance. CFP Pending


We anticipate more than 200 insurance and financial advisors to attend this event. Promote your business to our attendees by exhibiting or Sponsoring the 2018 Summit. Contact Sarah Ewald at or 651-379-7301 for more information.


This event will take place at the Hyatt Regency Bloomington.

NAIFA Minnesota has a discounted rate for those attendees who will be staying at the hotel. The rate is $168/night. The rate is available until March 26, 2018.

Space is limited — reserve your spot at the 2018 Summit for Insurance and Financial Advisors today!

This event is hosted by:

NAIFA Announces Special Meeting of the NAIFA National Council

This special meeting will take place on Tuesday, May 22, 2018 at the Renaissance Washington, DC hotel prior to the NAIFA 2018 Congressional Conference. The purpose of this special meeting is for the National Council to consider the revision of the NAIFA national bylaws, as proposed by the NAIFA Board of Trustees, based on the recommendations of the NAIFA Quality Member Experience (QME) Task Force. This is the same proposal that was scheduled to be considered by the National Council at the NAIFA Performance + Purpose 2017 Conference which was cancelled due to Hurricane Irma. Click here for more information about the NAIFA QME Task Force and click here for more information about the proposed bylaws revision.

Members who wish to act as voting delegates must register for and attend the NAIFA 2018 Congressional Conference. Click here to register. Delegates must be current active members of NAIFA and be confirmed by their state association leadership to serve as a delegate.

The special National Council Session will begin at 8:00 am on Tuesday, May 22. All delegates must arrive by 7:00 am, at least one hour prior to the session, to confirm their voting credentials prior to the session. Delegates must be present and credentialed prior to the session in order to vote.

Note to Association Presidents, National Committeepersons and Executives:

  • Local Presidents and National Committeepersons who are current active members are automatically qualified as voting delegates. However, they must register for the Congressional Conference and indicate their intention to serve as a voting delegate in their leadership capacity no later than Monday, April 30, 2018.
  • All other voting delegates and alternates must be registered for the Congressional Conference and reported as delegates or alternates no later than Tuesday, May 15, 2018.
  • State Association Presidents, National Committeepersons and Executives will receive separate correspondence with instructions for reviewing and confirming the delegates from their state.
  • The deadline for State Association Presidents, National Committeepersons or Executives to review and confirm voting delegates is Tuesday, May 15, 2018. Each state will have allocated to it the same number of potential delegates as the state would have had at the NAIFA Performance + Purpose 2017 Conference.

Welcome New Members!

Michael Raketich, LUTCF
Farm Bureau Financial Services
North Metro

Kevin M. Crews
Country Financial

Abby Adrienne Mershon
Twin City Underwriters/ Abby Arlt Insurance

John R. Ryan, III, CFP, AIF
Ryan Financial Group, LLC
Northern AIFA

Brent Edward Widman
Southwestern Consulting
St. Paul


Upcoming Events


North Metro February
Member Meeting

There is no fee
to attend this meeting


Glacial Ridge February
Member Meeting

$0 Glacial Ridge Memebers
$30 Other NAIFA Members
$50 Non-Member


Lake Superior’s
February Member Meeting

10:45am - 1:15pm
$0 Member | $15 Non-Member


February Rochester Roadshow
$99 Member | $129 Non-Member


Twin Cities February
Member Meeting

$25 Member | $35 Non-Member
+$10 if registering at the door/
the day of


Lake Superior’s March
Member Meeting

10:45am - 1:15pm
$0 Member | $15 Non-Member


2018 Mankato Roadshow
$99 Member | $129 Non-Member


NAIFA LTC & Ethics Class

$45 Member | $65 Non-Member
$85 both | $125 both