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7 min read

NAIFA-Columbus Luncheon Discussion Brings Good News for Ohio Home Buyers!

By NAIFA-Columbus on Mar 26, 2024 11:01:59 AM

NAIFA-Columbus hosted a membership luncheon and panel discussion focused on “Interest Rates, Savings Vehicles, and the 2024 Real Estate Market” on March 20th, 2024 at the OSU Fawcett Center. During the event NAIFA-Columbus President, Mark Yerke held a Pinning Ceremony and introduced the new NAIFA members in attendance.

NAIFA-Columbus President Mark Yerke

NAIFA-Columbus New Member Pinning Ceremony

The panel was moderated by NAIFA-Columbus Immediate Past President, Scott Blake. During the panel, Robert Sprague and Jason Harris discussed the path of interest rates and shared their outlook on expectations for the local housing market for 2024, addressing both challenges and opportunities, as well as the new savings vehicles that are now available in Ohio.

Robert Sprague became Ohio's 49th Treasurer of State on January 14, 2019. As Treasurer, he serves as the chief investment officer for the state's investment and debt portfolios, oversees the daily cash flows of state monies, and serves as custodian of certain funds and investment assets outside the state treasury. Treasurer Sprague is committed to improving Ohio and the lives of its residents through trusted stewardship, wise investment, and bold innovation. These principles have been at the heart of his work since the start of his administration.

Jason Harris, Senior Vice President of Mortgage Lending at Guaranteed Rate. With two decades of dedicated service to central Ohio homebuyers and partners, Jason is committed to enhancing clients’ market understanding and facilitating informed decisions in collaboration with realtors and financial planners. Recognized by Scotsman Guide, a national industry publication, Jason has been named a top 50 lender nationally and has secured the #1 spot in Ohio for two consecutive years.

 

TO OWN A HOME IN OHIO IS TO INVEST IN OHIO.

The Ohio Homebuyer Plus program creates specialized, tax-advantaged savings accounts to assist Ohioans on their homebuying journey. Individuals who open an account will have access to above-market interest rates and may also qualify for certain Ohio state income tax deductions. Learn more at https://tos.ohio.gov/homebuyerplus/

 


 
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Topics: Lifetime Achievement Award
7 min read

NAIFA Columbus' 28th Annual I. David Cohen Lifetime Achievement Award Luncheon

By NAIFA-Columbus on Dec 18, 2023 2:25:52 PM

The Lifetime Achievement Award was created to recognize members who have contributed to the life and health insurance industry throughout their careers as well as contributing to their community. As insurance agents became the primary financial advisors to their clients, the scope of the award broadened. In 2004, the award was renamed the I. David Cohen Lifetime Achievement Award in honor of David Cohen who originally conceived the award and for his many years of service to NAIFA-Columbus.

Christian Laver, LACP was selected as the 2023 recipient and was recognized by NAIFA-Columbus President, Scott Blake, during this year's luncheon on December 13, 2023. 

During the luncheon, the 2024 Board of Directors Members were sworn into office and Scott Blake was presented with a distinguished President's Plaque for his service to NAIFA-Columbus this past year. 

Topics: Lifetime Achievement Award
6 min read

NAIFA Columbus' 27th Annual I. David Cohen Lifetime Achievement Award Recipient

By NAIFA-Columbus on Dec 27, 2022 9:36:46 AM

The Lifetime Achievement Award was created to recognize members who have contributed to the life and health insurance industry throughout their careers as well as contributing to their community. As insurance agents became the primary financial advisors to their clients, the scope of the award broadened. In 2004, the award was renamed the I. David Cohen Lifetime Achievement Award in honor of David Cohen who originally conceived the award and for his many years of service to NAIFA-Columbus. Duane A. Borcherding, CLU, ChFC, RICP was selected as the 2022 recipient and was recognized by NAIFA-Columbus Past President, Cort R. Bradbury (pictured with Duane below), during this year's luncheon on December 14, 2022. 

Topics: Lifetime Achievement Award
7 min read

26th Annual I. David Cohen Lifetime Achievement Award Recipient

By NAIFA-Columbus on Dec 17, 2021 2:17:04 PM

The Lifetime Achievement Award was created to recognize members who have contributed to the life and health insurance industry throughout their careers as well as contributing to their community. As insurance agents became the primary financial advisors to their clients, the scope of the award broadened. In 2004, the award was renamed the I. David Cohen Lifetime Achievement Award in honor of David Cohen who originally conceived the award and for his many years of service to NAIFA-Columbus. Allan W. Lepley, CLU, ChFC was chosen as the 2021 recipient and was recognized by NAIFA-Columbus President, Jay Randall, during this year's luncheon on December 15, 2021. 

Topics: Lifetime Achievement Award

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