The Latest NAIFA - WV Membership News for January 2021
Featuring an update from NAIFA-WV Executive Director John Pauley, NAIFA-WV meeting update, virtual webinar opportunity, plus legislative news: CLICK HERE.
IMPORTANT MESSAGE REGARDING UPCOMING MEETINGS
Due to the ongoing COVID-19 pandemic, the NAIFA-West Virginia Board of Directors has made the necessary decision to postpone in-person meetings until April 13th, 2021. Please check our website at www.naifawv.org as well as membership communications for the latest updates.
Protecting the health, safety, and well-being of our members and families is paramount. Thank you for your patience and understanding. If you have any questions, please contact John Pauley, CLU, ChFC, CLTC at (304) 345-4343 or e-mail firstname.lastname@example.org.
CAUGHT ON CAMERA!
NAIFA-West Virginia President Cliff Martstiller and his team at Innovative Investment Strategies recently sat down with WV Congressman Alex Mooney in Elkins to discuss his work on the Financial Services Committee.
Special Thanks to Senator Shelley Moore Capito!
US Senator Shelley Moore Capito attended the October 8th NAIFA-WV luncheon at Edgewood Country Club in Charleston, WV. Shelley reviewed several pertinent issues to NAIFA including Tax Reform, Retirement Savings (The Secure Act), Health Reform, Consumer Protection, and the Best Interest Standard and more. At the conclusion of her remarks, members had the opportunity to share their concerns and ideas during a lively Q&A session. Senator Capito’s has been a staunch supporter of our industry for several years and we encourage our members to continue their support of her candidacy during the next election.
CONGRATULATIONS NEW DESIGNEES!
The Charleston Chapter of Financial Service Professionals (FSP) held a conferment dinner at Edgewood Country Club on October 8, 2019.
Congratulations to our new designees on your achievement!
Terry Mathias, CLU, CLTC (New York Life)
Justin Heindl, CFP (Poca Valley Financial)
Barry Hunter, CLU, LUTCF (Nationwide)
We were privileged to have former WV Legislator and current House of Delegates Clerk Steve Harrison as our special guest.
Special thanks to George Webb, CLU, ChFC for serving as Master of Ceremonies for the evening.
Represented in Washington, DC!
John Pauley, CLU, ChFC, CLTC, LACP and
Robert Hurley, CLU, ChFC, LACP , pictured
above with Congressman David McKinley,
attended the NAIFA Advocacy Conference / IFAPAC & PIC
Training held November 27-29, 2018. The main focus of the
conference was to promote the passage of RESA (Retirement
Enhancement & Savings Act) which provides various
incentives for employers / employees to plan for their
retirement. Our delegation meet with Senator Shelley Moore
Capito, Congressman David McKinley, and staff from
Representative Mooney and Senator Manchin who all supported
passage of the bill.
The West Virginia delegation
had an opportunity to visit with Senator Shelley Moore
Capito and Congressman David McKinley
during the annual Congressional Conference held by NAIFA in
Washington, DC on May 21st - 23rd, 2018.
From left to right:
Curtis Shinn, Senator
Capito, Terry Mathias, and John Pauley.
From left to right:
Curtis Shinn, Congressman
McKinley, Terry Mathias, and John Pauley.
NEWSLETTER FOR NAIFA-WV MEMBERS:
Think BIG! Coaching & Training
Newsletter from Herman Dixon, CLU, CLF, LUTCF,
LTCP, NAIFA-WV Past
President, Speaker, Executive Advisor
Herman is the author of the
forthcoming book, "Principles of Life and Leadership My
Cat Taught Me". For more about Herman, click HERE.
Click HERE for a
special video presentation about the benefits of NAIFA-West
• It Pays to
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CHECK YOUR CE CREDITS!
You must complete 24 hours of CE each biennium to keep your WV Insurance License including a minimum of 3 Hours Ethics courses and 4 hours of LTC credits in order to be able to sell LTC insurance.
For instructions on how to check your CE Credits with Sircon, please click HERE.
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For information on
with NAIFA-WV, please
contact John Pauley
at (304) 345-4343.