Confirmation of Attendance Form. Special 75th Anniversary Celebration Set for January th Anniversary Celebration

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1 The Newsletter of the Omaha Chapter of the Society of Financial Service Professionals January 2011 Special 75th Anniversary Celebration Set for January 13 Ramge Petsche 75th Anniversary Celebration Thursday, Jan. 13, :30 p.m. to 5 p.m. Cocktail Reception With Brief Business Program Starting at Approximately 4 p.m. Special Guests: Tom Petsche, CLU, ChFC, RHU Society of FSP National President Bruce Ramge Director, Nebraska Dept. of Insurance Location: Mutual of Omaha Home Office Crisstal Room 33rd & Dodge (Park in the visitor lot on 34th St., or the parking ramp just east of the building, which has 3 hours of free parking be prepared to show a photo ID at the Mutual of Omaha front desk.) The Omaha Chapter of the Society of Financial Service Professionals (FSP) will celebrate the 75th anniversary of its founding on Thursday, Jan. 13. The Omaha Chapter was founded in 1935 with eight original members. Since that time, it has grown to a membership of nearly 150, all of whom hold one or more of 17 recognized industry credentials. All current and prospective members are invited to join us for the Jan. 13 event. Expected to attend and make brief remarks will be the following two special guests: Thomas L. Petsche, currently serving as Society of FSP National President. Tom is president of Brokerage Solutions, Inc., in Cedar Confirmation of Attendance Form To confirm your attendance, please advise us no later than Noon on Tuesday, Jan. 11. You can confirm your attendance via one of the following ways: Complete this form and fax it to Omaha SFSP at (no cover page necessary) Mail to: Omaha SFSP at P.O. Box Omaha, NE Rapids, Iowa, where he specializes in disability income and long-term care insurance for both individuals and groups. He has been a frequent speaker for agency and industry groups. Tom has 31 years of industry experience; 17 of those years as agency manager for the Paul Revere Career Agency in Cedar Rapids. A former national board member and past president of the Eastern Iowa Chapter of FSP, Tom also served as president of the local General Agents and Managers Association and has been active with the Cedar Rapids Association of Insurance and Financial Advisors. He has been an LUTC instructor many times, and taught AMTC courses for GAMA. Tom also serves on the National Board for the International Disability Income Society. Bruce Ramge, newly appointed Director of the Nebraska Department of Insurance. Bruce joined the Department s Market Conduct Division in Bruce accepted the position Continued On Page 2 Call the Omaha SFSP/Creative Association Management office at Simply leave a voic message if no one is available to take your call. Cost: FREE for SFSP Members and Prospective Members ADVANCE REGISTRATION APPRECIATED SEE THE REGISTRATION FORM FOR MORE INFORMATION! Send an to the Omaha SFSP office at sfsp@cam-omaha.com Yes! I plan to attend the 75th Anniversary Celebration on Thursday, Jan. 13! YOUR NAME GUEST NAME(S) COMPANY YOUR RSVP IN ADVANCE IS APPRECIATED!

2 The Newsletter of the Omaha Chapter of the Society of Financial Service Professionals PAGE 2 President s Message From Rob Wellendorf, CLU The new year brings a tremendous renewal and energy for many not dissimilar to my outlook on our Omaha Chapter for In the past several months our board has accomplished so much and has so much more to contribute in the coming year. Hopefully you are planning to attend our 75th Anniversary celebration on Thursday, Jan. 13. The event will be held in the prestigious Crisstal Room at Mutual of Omaha. This gathering will give us the opportunity to celebrate our Chapter s rich history, recognize membership milestones, and honor our Chapter s Past Presidents. Additionally, our FSP National President, Tom Petsche, and Nebraska s new insurance commissioner, Bruce Ramge, will be in attendance. I do hope you will join us! Looking ahead, the remainder of our meeting calendar is loaded with education, collaboration, and professional development. It is the board s hard work, coupled with membership participation, which makes this Chapter so vibrant, impactful, and successful. It is a privilege to be a part of our Omaha Chapter and I so greatly look forward to our future. Happy New Year! Jan. 13, 2011 Special 75th Anniversary Reception Mutual of Omaha Home Office 33rd and Dodge, Omaha 3:30 p.m. to 5 p.m. Feb. 17, 2011 Video Training Conference 8 to 10:30 a.m. Back to the Future: Estate Tax Avoidance March 2011 Insurance Ethics Program Date and details to be announced Omaha Chapter s 75th Anniversary Celebration Continued From Page 1 of Chief of Market Regulation in 1999, overseeing the efforts of various divisions within the Department of Insurance, including the Consumer Affairs, Market Conduct, Producer Licensing, Property and Casualty, Life and Health, and Nebraska Senior Health Insurance Information Program Divisions. In 2008, he was appointed Deputy Director and on Nov. 15, 2010, he was appointed by Nebraska Governor Dave Heineman to serve as Director of Insurance. Bruce has assisted various workgroups of the National Association of Insurance Commissioners (NAIC). He currently is a member of the NAIC Market Analysis Working Group and chairs the NAIC Market Conduct Examination Standards Working Group. Bruce is a Past-President of the Insurance Regulatory Examiners Society and he received the 2007 IRES Foundation, Paul L. DeAngelo Teaching Award and the 2007 IRES Al Greer Award. Omaha Chapter Calendar of Events Please note the following dates on your calendar and plan to attend! Next VTC Set for Thursday, Feb. 17 Back to the Future: Estate Tax Avoidance Planning is the title of the next Society-sponsored video training conference. The program will be presented Thursday, Feb. 17 from 8 a.m. to 10:30 a.m. at Happy Hollow Country Club, 1701 S. 105 St. In Gregory vs. Helvering (293 U.S. 465), the tax court found that The legal right of a taxpayer to decrease the amount of what otherwise would be his taxes, or altogether avoid them, by means which the law permits, cannot be doubted. Put another way, tax avoidance is legal; tax evasion is not. Regardless of what Congress does about the estate tax law, planners need to be ready. This program features a specially chosen panel of estate planning and tax experts who keep abreast of legislative activities. Two of the panelists, Lawrence Brody and Terence Stanaland, reunite from a 2008 program, The Changing Face of Estate Planning. Their insight into developments since then will be invaluable to advisors. Experienced planners will come away from this program knowing which planning techniques still work in today s environment. A new generation of planners will be introduced to tax avoidance strategies that can benefit their clients. April 14, 2011 Chapter Luncheon (Topic TBA) 11:30 a.m. to 1 p.m. May 19, 2011 Video Training Conference 8 to 10:30 a.m. Topic: Fiduciary Responsibility All programs are scheduled to be held at Happy Hollow Country Club, 1701 S. 105 St., unless otherwise noted. Board meetings are held the first Wednesday of every month from 8 to 9 a.m. at Financial Visions, N. 115 St., #200.

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6 The Newsletter of the Omaha Chapter of the Society of Financial Service Professionals PAGE 6 Membership Update THANK YOU to the following members who have recently renewed their memberships: Name Company Steve Bivens... Mutual of Omaha W. Thomas Cross... Keith Deras... Williams-Deras & Assoc. Larry Gardner... Pacific Life Mark Jefferson... Jefferson Financial Svcs. William Kauffman... Senior Market Sales Dick Kerns... Kerns/Porter Inc. Ron Lee... Mutual of Omaha Ron Niederhaus... State Farm Thomasina Skipper... State Farm Bob Swartzbaugh... Swartzbaugh-Farber & Assoc. Now is a great time for new members to join. Visit or contact Chapter Executive Joe Pittman at or via at sfsp@cam-omaha.com to request a membership application. Help the Nebraska Academic Decathlon No Government Assistance the Nebraska Academic Decathlon (NEAD) relies on volunteers. NEAD is an academic competition for high school students. It is not just for the elite. Each school s team consists of two A level students, two B level students and two C level students. They compete in 10 different subjects, with the Super Quiz open to the public. It becomes an event similar to a basketball game with loud cheering and a lot of enthusiasm. The Metro Area Regional Competition will be held on Saturday, Jan. 15 at Bellevue East, Central, and Gross High Schools. Others compete at NE Wesleyan, Logan View at Hooper, Hyannis and Lexington. The State Final will be held on Friday evening and Saturday, Feb at Creighton University. Omaha Society of FSP members have supported NEAD financially and by volunteering to help at the competitions. We need Proctors from 7:45 a.m. to 2:30 p.m. and Super Quiz Judges from 1:00 to 3:30 p.m. each of the two Saturdays. We provide training at the beginning of the event so it is easy to help! At the State Final in February we also need Interview Judges on Friday evening from 5:15 to 9:00 p.m. There will be some online training provided for that function. If you, your spouse or friend can help at any of these times, please contact Dick Raasch at or RWRaasch@cox.net.

7 The Newsletter of the Omaha Chapter of the Society of Financial Service Professionals PAGE 7 YOUR BROKERAGE PLANNING SPECIALISTS The Ark Group As a Financial Service Professional, you need a relationship with an organization that understands the financial planning process. This organization would never market products only. Rather, they would promote planning concepts that make you look great to your clients. An example of our approach to your client s portfolio protection needs: Asset Accumulation * Life Insurance * Health Insurance * Disability Insurance * Critical Insurance Asset Preservation * Life Insurance * Annuities * Long-Term Care * Medicare Supplement Advanced Needs * Executive Benefits * Employee Benefits * Qualified Benefit Plan * Business Continuation We do not want to be your brokerage shop. We want to be your Brokerage Planning Specialists and assist you in helping your clients with what is RIGHT for their unique circumstance N. 115th St., Ste. 200 Omaha, NE Toll Free (866) Local (402) sales@arkgroup.com

8 SFSP-Omaha Headquarters P.O. Box Omaha, NE RETURN SERVICE REQUESTED Board of Directors & Executive Committee President Robert Wellendorf, II, CLU FFG Executive Solutions (402) First Vice President and Programs Chair John Vergamini, CLU, ChFC New York Life (712) Second Vice President and Membership Chair Patrice Pirsch, CLU, FLMI, RHU Lincoln Financial Group (402) Secretary/Treasurer Richard Lipprand, CFP, CLU, ChFC OCI Insurance & Financial Services (402) Immediate Past President Dale Percival, CLU Financial Visions (402) Directors: Charlotte Beardmore, CLU State Farm (402) Richard Dwornik, J.D., MBA Dwornik Law (480) Al Kerkhove, J.D. Kerkhove Law (402) Ron Lee, J.D., CLU, ChFC Mutual of Omaha (402) Stacie Neussendorfer, CFP, J.D. Orizon Group (402) Niel Nielsen, J.D. Law Office of Niel D. Nielsen, P.C., L.L.O. (402) Chapter Executive Joe Pittman Creative Association Management Co. P.O. Box Omaha, NE (402) , Fax (402) Visit your link to society events, current information, educational programs, and much, much more. For information on local chapter news and events, log on to