September 2014 Print

Omaha Chapter Newsletter

September 2014

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Meeting Reminder

Still Time to Register for Sept. 4 Luncheon

Join us for our first meeting of the 2014-15 year at our new location — Champions Run Country Club!

  • Lunch Buffet — Starting at 11:15 a.m.
  • Business Announcements — 11:45 a.m.
  • Main Program — 12 Noon to 1 p.m.


TOPIC:  Medicare — Programs and Choices

This program will provide an overview of the "Essential Programs" of Medicare and discuss some of the key choices to be considered by Professional Advisors and their clients. The program will include a look at the "Medicare Part A Dilemma" along with Medicare Advantage Plans, Medicare Hospice, and Medigap Coverage options.

Our speaker will be Brad Burwell, President and CEO of Vintage Financial Group in Omaha. He specializes in the areas of retirement and distribution planning and is certified in Long-Term Care and Medicare Planning.

This program will provide one hour of CE for Nebraska & Iowa insurance, CFP, CPE, CLE, and PACE.

Click here to register online OR contact Chapter Executive Joe Pittman at or 402-397-0280.

Guest fees can be paid at the door by cash, check, or credit card.  

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President's Report

“Transformational Change”
From Ted Hall, J.D. 

An English adaptation of a Chinese curse reads, “May you live in interesting times,” and was penned by the British Ambassador to China in 1936. Certainly in 2014 we live in interesting times — to say the least. We live in a time where change is consistent and constant and we wonder is it really just for the sake of change or something much bigger, more important. Our Society is currently going through what I would characterize as “transformational change,” a rebranding of our identity — but not necessarily our purpose. We have evolved from an insurance industry member-based group to a multi-disciplinary, holistic, client-focused Society whose ethos remains grounded in purposeful relationships, ethics, and education. And so we are remaking ourselves in a lot of ways. We have challenges and opportunities in front of us. Shall we embrace those issues or carry on the status quo? To paraphrase a line from the movie “Annie Hall,” relationships are like sharks, always moving, and if they cease to move, they perish.

I am honored and humbled to be your Chapter President for the upcoming 2014-2015 term. We have an exceptional local Chapter. In doing some research, the Omaha Chapter, in terms of overall size, is the 21st largest in the country when compared to the other 147 chapters. We had 125 members as of June 30, 2014. We have consistently achieved the designation of a “Flight A” Chapter — of which we are ranked sixth in the nation. The National President and a National Board of Directors Member are from our chapter. We have much to be proud of, and I want to thank you for your membership and your contributions in making this group one of the best in the nation. I find it exceptional and truly relish the opportunity of being your President for the next year. I also want to thank the officers and board members of our Chapter for their generous devotion of time and energy in making this group a wonderful example of collaboration and fellowship.

With that said, I would ask that you to examine your relationship with The Society in all its variations and complexities and determine how do you truly feel about being a member. Is it satisfactory, fulfilling, challenging, engaging, lacking, and/or fun? Do you know other people that you respect, enjoy, or like who are not members? Are you willing to “make the ask” to bring them aboard? Do you want them to be part of something special — something transformational, both personally and professionally? The number one reason that someone does not belong to something is because they were never asked to be a part of that something. Help us make the Omaha Chapter the place to be for the financial services professionals in our community.

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Calendar of Events

Oct. 16           
Professional Day at Quarry Oaks Golf Club, Ashland – 1:30 to 4:30 p.m.
(Co-sponsored by Nebraska Association of Health Underwriters)
Preview of mid-term elections plus update on the Affordable Care Act

Dec. 4
Breakfast and Video Training Conference at Champions Run CC
Topic: “Investment Strategies”

Jan. 22
Lunch meeting at Champions Run CC
Topic: Nebraska Inheritance Tax

Feb. 19
Breakfast and Video Training Conference at Champions Run CC

March TBA    
“Ethics Day” Continuing Education Program

Apr. 23
Lunch meeting at Champions Run CC
Topic: The Winter of Life: Insurance, Grief, and the Professional

May 21
Breakfast and Video Training Conference at Champions Run CC

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Chapter Recognition


Omaha Society of FSP is "Good as Gold"...!

The Omaha Chapter of the Society of Financial Service Professionals (FSP) has been named a Gold Medal of Honor winner in the Society's 2013-14 Excellence in Chapter Acheivement (EVA) program.  The award is given to Society Chapters throughout the United States that excel at building a strong local organization and offer exceptional support to the national Society. Omaha was one of 38 chapters nationally that qualified for this year's program.  

"We are very fortunate to have the help and support of the Omaha Chapter as we work to communicate our core values of Education, Ethics, and Relationships," said Joseph E. Frack, CPA, CGMA, chief executive officer of the Society of FSP. "The Omaha Chapter is truly worthy of Gold Medal status. We congratulate the Chapter leaders, volunteers, and members and thank them for their outstanding contributions to the Society."

In the ECA program, each of the Society's 140 Chapters is grouped into one of four categories determined by membership size: Flight A, for the 30 largest Chapters (with 117 or more members); Flight L, for Chapters with 56-116 members; Flight M, for Chapters with 25-55 members; and Flight S, for Chapters with 24 members or less. The Omaha Chapter won Gold Level honors in Flight A as one of the 30 largest chapters.

"This award is a tribute to our member volunteers whose hard work and loyalty made it possible," said Richard Lipprand, CLU, ChFC, CFP®, who served as president of the Omaha Chapter for the 2013-14 year.

"We are fortunate to have a dedicated group of professionals who truly believe in the Society and what it stands for. These hard-working individuals are extremely unselfish in sharing their time and their talents to help achieve the Chapter's objectives and to create a professional community for their colleagues. We are all very proud of that."

All Chapters are eligible to participate in the program. Winners are chosen from those Chapters submitting entries demonstrating their achievements in leadership development, strategic planning, educational programming, networking, membership, and technology. Each Gold Medal of Honor winner receives $300 and special recognition at the Society’s annual Leadership Development Conferences. Winners are also recognized in SFSP’s national newsletter, Society Page.

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WELCOME to the following members who recently joined the Omaha chapter:

Full Name


Darren R. Carlson, JD

Carlson & Burnett, LLP

Ty Hughes, MBA

Principal Financial Group

THANK YOU to the following members who have already renewed their memberships for 2014-15:

Full Name


Cecil D. Bykerk, RHU

CDBykerk Consulting, LLC

Scott A. Carlson, CLU,ChFC

Questar Capital

Robert F. Decker, CLU

John Hancock Financial Services Inc

John L. Haver, CLU, ChFC

Mutual of Omaha

David D. Knight, CFP, ChFC, CLU, REBC

Ameriprise Financial

Steven R. Kryger, BA, JD

Union Bank & Trust Co.

Douglas R. Lederer, JD, MBA

Carlson Burnett LLP

Robert E. Mundy, CLU, ChFC, JD

Mundy & Associates

Donald R. Otis, CLU, CIC

Chastain Otis Investments & Insurance

Kevin P. Pearce, LUTCF, CSA, FSS, CLU

Pearce Financial Services

Thomas C. Powers, CFP, CLU, ChFC, CLTC


Don R. Schaefer, CLU, ChFC

New York Life

Rebecca L. Smart, CLU

Central State Health & Life Co .

Dennis R. Stessman, CLU, ChFC, CFP

Prudential Select Brokerage

Mark D. Zagurski, CLU, CMFC, CRPC, ChFC

Mutual of Omaha


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MGAM Contest

Member-Get-a-Member Contest

What's In It for You? Big Savings!

Who's eligible to compete? All current paid members.


July 1, 2014


June 30, 2015

Help the Society grow and see your 2015-16 National dues go down. Through the FSP Member-Get-A-Member Contest, you can help the Society grow and expand your resources – PLUS save money on your membership dues for next year. See directions below.

Recruit just one new member by June 30, 2015 and you will be a winner! For each new member you recruit, you'll receive a discount off of your national dues for the 2015-16 membership year according to this schedule:

  • 1 new member – dues reduced by 20%
  • 2 new members – 40%
  • 3 new members – 60%
  • 4 new members – 80%
  • 5 or more new members – your 2015-16 national dues are complimentary!

Make the Ask
 — Invite Someone to Join FSP Today!

Start with people you know: your circle of colleagues and people you do business with. Is there someone in your office that should be a member? Do you do joint work with other insurance professionals, planners, attorneys, or CPAs? Are there other financial service professionals in your office building? Visit them, discuss why you belong, and invite them to join FSP. 


FUN FACT:  Did you know? The number one reason given for not joining:

"No one asked me."

Thank you for helping FSP grow strong. We all benefit when more belong.

Note: Members will not receive MGAM credit for any person recruited in previous years.

Print out the MGAM flyer for detailed information about the rules, prizes, and who is eligible to be an FSP Member. Don't forget to put your name as the referring member so you get credit.


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Member Benefits

Take Advantage of These Member Benefits!

Online eDiscussion Groups: FSP e-mail discussion groups connect you with peers and experts from across the country. These online forums enable you to discuss technical concepts, exchange practice management ideas, give and get opinions or insight on new planning techniques or hot industry topics — and even help those who may need a trusted referral for relative or friend in another part of the country. There are nine eGroups to choose from, one for each Professional Interest Section.

Consumer Referral Service: Members can opt into our member referral service and listing for consumers. Through this service you can register your practice specialty, products offered, and markets served to receive leads from the media and consumers.


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