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NAIFA- CARROLL/HOWARD
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 February 2012
On the national front your NAIFA membership coordinates with a first rate lobbying effort on both the national as
well as state level. In recent news, NAIFA says that it will continue to work with the U.S. Securities and Exchange Commission
(SEC) on the fiduciary duty for broker-dealers and registered reps issue to ensure that the rule does not harm the ability
of middle-market investors to receive advice and services. NAIFA President Robert Miller says, "An SEC fiduciary rule
has the potential to bring so many unintended consequences it shouldn't be rushed into. We're pleased that the SEC is apparently
working to address some of the unanswered questions left by the original study." One of the group's main concerns is
that a poorly drafted rule could increase compliance and litigation costs for advisors, which would be pushed onto clients
or force middle-market advisors to leave the market altogether. Miller says, "Our biggest worry is that a rule designed
to help consumers could wind up doing a lot of harm if it makes the cost of doing business untenable for advisors working
with Main Street investors and everyday people saving for retirement. The NAIFA is encouraged by recent signals that the SEC
is taking a deliberate approach and performing a detailed cost-benefit analysis on the proposed fiduciary rule. We've seen
signs that the commissioners have begun to understand the important role the NAIFA members play in protecting the financial
well-being of millions of Americans." With the SEC expected to request public comment on the cost-benefit analysis of
a fiduciary rule, Miller adds, "We favor intelligent regulation that serves a definite consumer-protection purpose and
that preserves the ability of American families to obtain affordable financial services and advice." Best Wishes,
Joe Craw, CFS, FSS, LUTCF, was recognized at the January 12th general membership meeting of National Association of Insurance & Financial Advisors-Carroll/Howard for earning the Life Underwriters Training Council Fellow (LUTCF) and Financial Services Specialist (FSS) designations. Craw took 8 advanced courses related to the insurance industry and passed all exams to earn these designations. Craw is associated with Turning Point Benefit Group, Inc. located in Frederick, MD. Pictured left to right are: Harvey Tegeler, President, National Association of Insurance & Financial Advisors-Carroll/Howard and Joe Craw, Turning Point Benefit Group, Inc.  The National Association of Insurance & Financial
Advisors-Carroll/Howard held its annual Awards breakfast on December 8, 2011 at
the Best Western Conference Center. The following received awards: NATIONAL QUALITY AWARDThe National Quality Award recognizes advisors specializing in Life and Annuities, Financial Advising & Investments, Health and Employee Benefits, Multiline Sales or any combination of these specialities.Receiving this award:James F. Adair, III, CLTC – James Adair & Associates – 4th year Michael A. Kremer, CFP, ChFC – State Farm – 7th year Harvey Tegeler, LUTCF, FSS – Interstate Financial
Services – 9th year Karen M. Palmer, CLU – New York Life Insurance
Co. – 15th year MILLION- DOLLAR ROUND TABLE AWARD The Million-Dollar Round Table Award is awarded to agents who achieve high client service productions. Receiving the Million-Dollar Round Table Award is: Robert Bobango – Greater MidAtlantic –
1st year Ryan Mc Gonigal – New York Life Insurance Co. – 1st
year
Brenda M. Myers,
LUTCF, FSS – Interstate Financial Services – 2nd year
M. Kathy Troxell
– Turning Point Benefit Group – 2nd year – Court of Table Ralph D. DiFelice, FSS – Capital Associates,
LLC – 4th year Brian S. Jolles, CSA – Jolles Insurance - 4th year – Court
of Table Roger A. Diehl, CLTC, LUTCF - Prudential Financial
Services – 6th year Harvey I. Tegeler, LUTCF, FSS – Interstate Financial
Services – 8th year Andreas T. Dailey, Sr., CLTC – Prudential Financial
– 13th year Karen M. Palmer, CLU – New York Life Insurance
Company – 15th year Eric A. Metzman – Metzman & Associates –
21st year – Court of Table Buna B. Cumbie, II, CLU, ChFC – First Financial
Group – 24th year Pictured are members present to receive awards. Left to Right – Seated: Harvey Tegeler and Roger Diehl. Standing: Kathy Troxell, Ralph DiFelice, Karen Palmer, Brian Jolles and Brenda Myers.  Breakfast to Breakfast Campaign National Association of Insurance & Financial Advisors-Carroll/Howard presented a check for $400 to Ed Leister, Chairman of Board of Directors for Carroll County Food Sunday at the December 8th general membership meeting held at the Best Western Conference Center. The association raised monies through member donations. Additionally, the organization presented boxes of cereals for the Breakfast to Breakfast campaign.Pictured from left to right are: Brenda Myers, Community Service Chairperson for NAIFA-Carroll/Howard and Ed Leister of Carroll County Food Sunday.  National Association of Insurance & Financial Advisors-Carroll/Howard Donates Coats & Funds National Association of Insurance & Financial Advisors-Carroll/Howard participated in the Shepherd’s Staff annual Call for Coats program by donating coats and toiletries for the Blessing Closet. The association also presented a check for $250 to help fund additional programs offered to the community at the general membership meeting held on November 10th at the Best Western Conference Center.
Pictured left to right are: Brenda Myers, Community Service Chairperson and Brenda Meadows, Assistant to the Director of Shepherd Staff. National Association of Insurance & Financial Advisors-Carroll/Howard Donates to Hospice National Association of Insurance & Financial Advisors-Carroll/Howard donated $250 to Carroll Hospice at the Board of Directors meeting held October 27th at the Women’s Place offices located in The Billingslea Building, Westminster, MD.
Accepting the check is: Ginny Gambino, Director of Philanthropic Planning of Carroll Hospice from Brenda Myers, NAIFA-Carroll/Howard Community Chairperson. National Association of Insurance & Financial Advisors-Carroll/Howard Installs Officers for 2011 – 2012 National Association of Insurance & Financial Advisors-Carroll/Howard installed officers for the 2011 – 2012 year at the October 13th general membership meeting held at the Best Western Westminster Conference Center. Steve Aquino, President of NAIFA-MD installed the officers.  Pictured left to right: Seated Front Row: Roger Diehl, Past President, IFAPAC and National The National Association of Insurance & Financial Advisors held their annual convention in Washington, D.C., September 11-14th. Representing both Maryland and local chapter, National Association of Insurance & Financial Advisors-Carroll/Howard were Roger Diehl, MD State Past President and State Chairman for Insurance & Financial Advisors Political Action Committee; Jim Kelly, voting delegate for National Association of Insurance & Financial Advisors-Carroll/Howard; Steve Aquino, MD State National Association of Insurance & Financial Advisors President and Gillian Lotz, voting delegate for National Association of Insurance & Financial Advisors-Carroll/Howard.
Pictured from left to right are: Roger Diehl, Jim Kelly and Steve Aquino. Missing from photo is Gillian Lotz. National Association of Insurance & Financial Advisors-Carroll/Howard earns top recognition at Financial Conference Five members of NAIFA-Carroll/Howard received awards from the Maryland Association of Insurance & Financial Advisors during the annual leadership conference held September 9th in Annapolis at the Lowes Conference Center. Harvey Tegeler, professional development chair, received the Professional Development Award. During the past year, Tegeler organized and taught several courses to local agents for continuing education. He also organized an all-day Super Continuing Education Saturday for agents. This is the 7th consecutive year that Tegeler has received this award. Roger Diehl, Past President of NAIFA-Carroll/Howard received the Gold Membership Award for our association’s recruiting and retention of members. Brenda Myers, community service chairwoman, received the Kurt Andrews Community Service Award for her leadership in the local community service projects for the association, which include participation in the Shepherd’s Staff Call for Coats program, American Cancer Society’s Relay for Life, Scholarships awarded to both Carroll Community College and Howard County Community College and donations to Carroll County Food Sunday, Carroll Hospice and The ARC. This is the 9th consecutive year that Myers has received this award. Steve Aquino, Insurance & Financial Advisors Political Action Committee Chairperson, received the IFAPAC Award for outstanding fundraising for the Maryland Insurance & Financial Advisors Political Action Committee.
Donation to the ARC of Carroll County On June 9th, Brenda Myers, Community Service Chair of the National Association of Insurance & Financial Advisors-Carroll/Howard, presented Donald Rowe, Executive Director of The ARC of Carroll County with a donation of $500. The presentation was made at the associations general membership meeting held at Best Western Conference Center, Westminster, MD. Mr. Rowe also brought samples of greeting cards made by clients of The ARC.  Pictured from left to right are: Donald Rowe, Executive Director, The ARC; Brenda Myers, Community Service Chair and Roger Diehl, President NAIFA-Carroll/Howard
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