Committees


Education Committee – 2015 Priorities

The Education Committee will support and forward NAFA’s mission to promote the understanding and awareness of fixed annuities using a proactive message, supporting the interests of its members. Members of NAFA include marketing organizations, insurance companies, producers, consultants and vendors, as well as consumers. The Education Committee will actively participate in educational activities including writing and publishing educational articles, courses and Webinars which will aid annuity sales professionals in their understanding of the principle features of fixed annuities, their suitability review process, disclosure and advertising practices.

Education Committee Members

Committee Chair: Jeff Barnes, EquiTrust   Vice Chair: Craig Rudesill, Nationwide
  • Cynthia Eichelberger, Great American Financial Resources, Inc.
  • Mark Eide, Imeriti Financial Network
  • Faisal Habib, Cannex
  • Alan Grissom, S&P Indices
  • Jack Aiken, LTA Marketing
  • Anna Dickson, Circle Sideways
  • Tom McLaren, AllPro Marketing
  • Brian Mann, Partners Elite Advisory Group
  • Mike Morrone, Nationwide
  • Jeff Maxey, InsurMark
  • Amanda Miller, American Equity
  • Lindsay Meleshko, Insurance Insight Group
  • Janet L. Sipes, AmeriLife
  • Lee Stiegemeier, Circle Sideways
  • Matt Tarkenton, Tarkenton Financial
  • Eric Taylor, AIG
  • Chip Anderson, NAFA (staff)
  • Janet Terpening, NAFA (staff)
  • Bailey Sorensen, NAFA (staff)

Insurance Marketing Advisory Committee (IMAC)- Currently Inactive – 2015 Priorities

IMAC’s mission is to create an organized and structured forum for insurance marketing organizations (IMOs) to share ideas, network and build relationships within their own distribution channel.  IMAC’s main function is to foster a better understanding of the value IMOs add to our fixed annuity distribution channel and provide a community in which IMOs can educate one another about IMO business, regulatory and marketing issues. The independent or field marketing organizations are a critical element of fixed annuity distribution. The country’s most seasoned insurance professionals own and/or run these vital companies to ensure the availability and choice of fixed annuity products and their appropriate sale through independent producers, brokers and financial advisors. IMAC Code of Ethics & Standards of Practice- View Here

IMAC Committee Members

Committee Chair:   
  • Jack Aiken, LTA Marketing Group
  • Patrick Allen, Allen Marketing & Associates
  • Kurt Arseneau, United Advisors
  • Dennis Brown, M&O Marketing
  • Chris Conroy, CreativeOne
  • Dominic Cursio, M3 Financial, Inc
  • Kevin Meyer, ANNUIX
  • Randy Pierson, Gordon Marketing
  • Mark Stone, Insurance Insights Group
  • Brian Williams, FIG Marketing
  • Chip Anderson, NAFA (staff)
  • Janet Terpening, NAFA (staff)
  • Bailey Sorensen, NAFA (staff)

Government and Legal Affairs Committee – 2016 Priorities

The Government Relations Committee supports and forwards NAFA’s mission to promote the understanding and awareness of fixed annuities using a positive and proactive message sustaining the interests of its members including marketing organizations, insurance companies, producers, consultants and vendors as well as consumers. The Government Relations Committee will actively participate in and advocate for initiatives and activities that positively impact the fixed annuity product and marketplace and advocate against those that have a negative impact.

Government and Legal Affairs Committee Members

Committee Chair: Marek Olearnick, EquiTrust Vice Chair: Andrew Payne, CreativeOne
  • Cliff Andrews, CapCity Advocates
  • Lisa Andrews, Andrews & Andrews, PLLC
  • Jodi Hyde, Fidelity & Guaranty Life
  • Sean Cassidy, Voya
  • Mary Cavenaugh, Forethought
  • Chris Conroy, CreativeOne
  • Steve Delaney, American Brokerage Services
  • Anna Dickson, Circle Sideways
  • Andries Dupreez, Lincoln Financial
  • John Gruber, Great American
  • Angela Hollan, Allianz
  • Nathan Huss, NOCOLAH
  • Heather Kane, EquiTrust
  • Andy Kress, Nationwide
  • Ryan Lex, Athene
  • Beth Lindsay, Voya
  • Jack Marrion, Advantage Compendium
  • Randy Matzke, Advisors Excel
  • Paul McGillivray, M&O Marketing
  • Kevin Mechtley, NACOLAH
  • Dave Milligan, American Equity
  • Renee Montz, American Equity
  • Rey Perez, National Western Life
  • Jason Robbins, First Consulting & Administration
  • Lee Stiegemeier, Circle Sideways
  • Christian Walker, Athene
  • Jackie Ward, American Equity
  • Chip Anderson, NAFA (staff)
  • Janet Terpening, NAFA (staff)
  • Pamela Heinrich, NAFA (staff)
  • Bailey Sorensen, NAFA (staff)

Membership Committee – 2015 Priorities

The Membership Committee will support and forward NAFA’s mission to promote the understanding and awareness of fixed annuities using a proactive message, supporting the interests of its members. Members of NAFA include marketing organizations, insurance companies, producers, consultants and vendors, as well as consumers. The Membership Committee will help serve as a very important resource and support to assist with both membership growth and retention. The committee will also aid NAFA in implementing membership marketing strategy and tactics.

Membership Committee Members

Committee Chair: Shannon Compton, The Annuity Source, Inc. Vice Chair: Tashawna Rodwell, National Underwriter Life & Health

 
  • Jacques Brousseau, AIG
  • Cary Carney, Voya Financial
  • Donna Carrelli, Great American Insurance Group
  • Tony Compton, Great American Insurance Group
  • Jon Forbes, Nationwide
  • Jason Kestler, Kestler Financial Group
  • Todd Kloewer, North American Company
  • Paul Kruth, W&S Financial Group
  • Brad Newcomb, Independent Planners Group
  • Chip Anderson, NAFA (staff)
  • Janet Terpening, NAFA (staff)
  • Bailey Sorensen, NAFA (staff)

Conference Committee

The Conference Committee plans the program and presenters for NAFA Conferences. The committee focuses on bringing members great content and cutting-edge industry developments. Conferences include the Annuity Leadership Forum and the Annuity Distribution Summit.