newspaper

In the News

 

SilverStone Group’s Kelly Heithoff Earns CIC Designation

Omaha, NE  |  Kelly Heithoff Earns CIC Designation

SilverStone Group congratulates Kelly Heithoff on earning the Certified Insurance Counselor (CIC) designation. This certification establishes Kelly as a leader among her peers and gives her a competitive advantage when dealing with potential and existing clients.

Kelly has worked on both the Enterprise and Home Health Care teams since joining SilverStone Group. Now, she is the Property and Casualty Coordinator. Her position involves a variety of responsibilities which help to increase the overall quality of the department through training and development. Earning this designation is a clear indicator of Kelly’s commitment and dedication to both the insurance field and her clients.

The CIC designation signifies that an individual working in the insurance industry has attained comprehensive knowledge of the business by virtue of completing the five “institutes” that comprise the program. Because of its unparalleled standards, the CIC has become the nation’s premier designation program for insurance professionals and provides an exceptional continuing education program to individuals who have made a career commitment to insurance.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s over 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals. Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota, and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact our Marketing Department at publicrelations@ssgi.

Jill Aldredge Promoted to Senior Marketing Consultant

Omaha, NE  |  SilverStone Group is pleased to announce the promotion of Jill Aldredge to Senior Marketing Consultant.

Jill has worked for SilverStone Group for 23 years, moving  throughout the risk management division to obtain as much knowledge of the insurance industry as possible. Since 2003, she has been devoted to the Construction Risk Services Team and has recently ventured back into a variety of large, non-construction related accounts. Her never-ending commitment to client satisfaction is evident in everything she does.

“Jill’s experience, dedication, knowledge and exceptional customer service skills are widely recognized by her clients, underwriters and peers. She is a role model for our young people entering the insurance industry and an excellent resource of coverage knowledge to all on many levels,” said Barb Dale, Principal / Property & Casualty Operations Manager.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact our Marketing Department at publicrelations@ssgi.com.

Jeff Barrett Earns Certified Analytic Broker Designation

Omaha, NE | Jeff Barrett, Principal at SilverStone Group, recently earned the Certified Analytic Broker (CAB) designation. Jeff has more than 31 years of experience providing risk management expertise. He works with both public and privately held clients in the areas of analysis, design and implementation of property and casualty programs. In addition, Jeff is an expert at developing various risk financing techniques that include captives, self-insurance and traditional methodologies. Jeff provides seminars on reducing workers’ compensation costs and is adept at helping clients determine their Total Cost of Risk (TCOR).

CAB is a designation obtained by brokers who have demonstrated a mastery of complex analytical calculations to help their clients analyze the impact TCOR has to their profits. It utilizes various risk management strategies to help clients gauge their Return on Revenue (ROR) or Return on Investment (ROI) from their risk management programs and how that affects their Earnings before Interest, Taxes, Depreciation and Amortization (EBITDA) calculations.

About Us
SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s more than 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance
and wealth management services for individuals and families.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Andrew Fereday Earns AINS Designation

Omaha, NE | SilverStone Group congratulates Andrew Fereday on being awarded his Associate in General Insurance (AINS) designation, which establishes him amongst leaders in the industry and throughout the market. This title gives Andrew a competitive advantage in his area of expertise, Environmental Risk Services.

Andrew is a Director at SilverStone Group and leads the Environmental Risk Services Team. He has many years of experience in the industry and is the founding director of his division. Andrew previously earned his Accredited Advisor of Insurance (AAI), Associate in Insurance Services (AIS) and Commercial Lines Coverage Specialist (CLCS) designations. Earning his AINS designation as well shows his commitment and dedication to both the insurance field and his clients.

The AINS program is a solid foundation that allows Andrew to further his comprehensive knowledge in principles, practices, policies and coverage that is relevant to his professional focus and goals.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s over 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals. Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa; Sioux Falls, South Dakota; and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Omaha, NE | Birdies 4 Charity – SilverStone Group Donates $32,100 to Campers through Birdies 4 Charity

Roberto-Birdies-Camp-checkSilverStone Group contributed $32,100 to Camp Twin Lakes through the company’s Birdies 4 Charity initiative. During 2014, SilverStone Group pledged to donate $100 for every birdie and $200 for every eagle that Roberto Castro recorded on the PGA Tour. Proceeds from SilverStone Group’s Birdies 4 Charity initiative will benefit Camp Twin Lakes’ scholarships.

“It was fun to partner with Roberto and his wife, Katie, and we feel the initiative came together beautifully. Camp Twin Lakes is an inspiring organization that hosts children from across the country and we couldn’t be happier to support their mission. The donations made for Roberto’s birdies and eagles throughout 2014 will translate into 40 campers being sponsored for a week,” commented John H. Nelson, President.

Camp Twin Lakes provides an opportunity for children with serious illnesses, disabilities and other personal challenges to experience life-changing camp retreats and programs. These activities are designed to increase confidence and help empower youth to overcome obstacles. The camp has hosted more than 50,000 children and volunteers, and 9,100 campers are expected to visit the campgrounds this year. Camp Twin Lakes provides weeklong summer camps and year-round weekend retreats at three fully accessible and medically supportive campsites, and day camps, and through hospital-based Camp-To-Go programs. Learn more about Camp Twin Lakes by visiting www.camptwinlakes.org.

Jessie Rosenberg, Director of Development at Camp Twin Lakes said, “We are so grateful to SilverStone Group for their support of Camp Twin Lakes through Birdies 4 Charity. Your generous gift of $32,100 for every birdie Roberto Castro made this season will send 40 children with serious illnesses, disabilities or other life challenges to camp! All season, our campers tried to be ‘just like Roberto’ and make birdies of their own at our minigolf course at camp! Camp Twin Lakes is thrilled to have been a part of Birdies 4 Charity 2014. Thank you SilverStone Group for making such a meaningful investment in our campers!”

SilverStone Group a Best Place to Work Five Years Running

Omaha, NE  |  SilverStone Group has once again been named as a multi-year honoree of the Best Places to Work in Insurance by Business Insurance magazine and Best Companies Group.

SilverStone Group is pleased to announce that it has received the Best Places to Work in Insurance award for the fifth year in a row. It is one of only 75 companies in the nation being honored for creating a high-quality, enjoyable workplace in which employees can excel.

“We are grateful to have been chosen as a Best Place to Work for a fifth consecutive year by Business Insurance. Above all else, we value our people and have tried to create a culture that encourages individual growth, creativity, community involvement and a healthy work-life balance,” said John H. Nelson, President.

This year marks the sixth annual Best Places to Work in Insurance competition. This two-part survey process and awards program was designed to identify, recognize and honor the best employers in the insurance industry.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact our Marketing Department at publicrelations@ssgi.com.

Barb Dale Elected President of The Independent Insurance Agents of Omaha

Omaha, NE | Barb Dale, Principal and Director of Operations in Property & Casualty at SilverStone Group, was selected as President of The Independent Insurance Agents of Omaha (IIAO) for 2014-2015.

With more than 30 years of experience in the insurance industry, established relationships with top providers and insurance carriers, and a desire to stay up-to-date on industry developments and advancements, Barb will bring a wealth of knowledge and ability to the position.

“IIAO is a key organization for the insurance industry. Our commitment to our members is to provide information on current events, education and networking opportunities. Whether you have been in the insurance industry for many years or just starting out, IIAO has something for everyone,” Barb said.

Barb has been a member of IIAO for many years and has been involved with the Board for the past five years.

IIAO installed its 2014-2015 Officers and Directors at its annual business meeting September 25, 2014 at Champions Run. The 2014-2015 IIAO Board of Directors are:

President Barb Dale
President-Elect Renee Hennings
Vice President Rod Muench
Treasurer Dustin Kowalewski
Immediate Past President Sandra Ryks
Directors April Walker
Elliot Bassett
Julie Richt
Veronica Frazier

IIAO is the Omaha Chapter of the Independent Insurance Agents and Brokers of America (IIABA). IIABA is the nation’s oldest and largest association of independent insurance agents and brokers, representing a national alliance of 300,000 business owners and their employees who offer various types of insurance and financial services products. IIABA members are small businesses that offer customers a choice of policies from a variety of insurance companies. Independent agents offer all lines of insurance—property, casualty, life and health. Approximately 150 local independent insurance agents are members of the Independent Insurance Agents of Omaha.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact our Marketing Department at publicrelations@ssgi.com.

SilverStone Group is pleased to announce Gordon Keator’s promotion to Vice President

Gordon has more than 24 years of experience in the design, implementation and administration of executive benefit plans, so it’s no surprise that he has been promoted to Vice President of the Executive Benefits Team. He specializes in consulting with clients regarding the design, implementation and administration of nonqualified benefit plans, as well as consulting with executives regarding their participation in executive benefit plans.

Thomas Von Riesen, a Principal at SilverStone Group, expressed his approval, saying, “Gordon provides an exceptional level of client service to ensure our clients’ nonqualified benefit plans run smoothly. He always puts in the extra effort to research and answer questions that our clients and their executives have about their plans. His proactive approach to work and dedication to client service make him very deserving of this promotion.”

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs,
Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Good News for Bluffs TaxPayers

As written in The Daily Nonpareil

Over the past three years, the Council Bluffs Community School District has significantly lowered its insurance premium rates, largely because of its safety awareness efforts – efforts that promise to continue to save taxpayers hundreds of thousands of dollars in the years to come.

A few years ago, the school district was approaching a critical point for its workers’ compensation insurance, which pays for medical fees – including disability, rehabilitation or potentially survivor and death benefits – as well as lost wages for employees suffering an illness or injury resulting from job-related duties.

For the school district, as for other large organizations, the base workers’ compensation insurance premium is adjusted using an experience modification factor – the “e-mod rate” – reflecting the organization’s losses from accident claims compared to others within the same industry and state. The district’s premium was 140 percent higher because the district experienced about 40 percent more claims than other similar Iowa school districts.

Janet Reiners, the district’s chief human resources officer, said the cornerstone of the safety program has been an annual awareness day, where employees are asked to think about workplace safety – as well as the safety of the district’s students.

To lower its e-mod rate, the district organized a safety committee to design a top-down safety program. The first year saw the most dramatic decrease, with the district working with its insurance provider, SilverStone Group, to target its most prevalent injuries: slips, trips, falls and injuries resulting from aggressive behavior between students and staff.

The committee began organizing events, encouraged the recognition of staff who spot safety hazards and promoted the ongoing monitoring of work environments for risks like slippery walkways. Building inspections were also done to look for leaky pipes and other hazards that could be remedied.

After its first year, the employee safety program resulted in a savings of about $175,000, which the district would have otherwise had to pay in higher insurance premiums. Another $125,000 was saved in the second year, and similar savings are expected as the program continues into the future.

Beyond the cost-savings, the district strives to be safer than industry standards for the sake of its employees. Reiners said an injury like a strained back can last a lifetime, and the district wants to be a positive factor in its employees’ lives.

It’s often said that necessity is the mother of invention. The school district’s safety program, born of necessity, has resulted in a safer working environment for employees, a safer learning environment for students and a substantial savings for the district’s taxpayers. It’s an accomplishment district residents should be proud of.

Megan Ross Joins SilverStone Group’s Property and Casualty Department

Omaha, NE | SilverStone Group Welcomes Megan Ross as Account Administrator in the Property and Casualty Department.

Megan Ross joins SilverStone Group’s Property and Casualty department, where she will be a part of the In-Home Care Risk Services Team. Her work will consist of being an advocate for her clients by controlling their costs and protecting their businesses, while assisting them with any other needs. Megan completed her undergraduate degree at the University of Nebraska Lincoln and acquired her Master of Arts in Counseling degree from Doane College.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Jeff Freygang Joins SilverStone Group Small Group Department

Omaha, NE | SilverStone Group Welcomes Jeff Freygang as Account Administrator in the Small Group Department.

Jeff Freygang brings several years of experience to his new role as Account Administrator in the Small Group department. Jeff’s background in finance, as well as his account management experience, will be a true asset to his team. In his role at SilverStone Group, Jeff will help clients identify benefit solutions that fit their specific needs. His dedication to customer service and his knowledge of benefit plans will allow him to provide options for clients to best suit their needs. Jeff earned his Bachelor of Science degree at Creighton University, with a focus on Finance.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s more than 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Congratulations to Katie Scheuer, Rookie of the Year

Sioux Falls, SD  |  SilverStone Group congratulates Katie Scheuer on being awarded 2014 Rookie of the Year by the International Association of Insurance Professionals (IAIP)

The Rookie of the Year award is a great honor and notable achievement for Katie. The award recognizes the accomplishments of a new member who has made significant contributions to IAIP within the first 24 months of joining the association. It recognizes participation in association affairs, completion of selected insurance courses and involvement in governmental activities above and beyond her normal work responsibilities.

John Sutton, Regional Director, is pleased to have Katie as a member of his team stating, “Katie demonstrates enthusiasm and professionalism in everything she does. She is a true asset to SilverStone Group and our clients.”

Katie has been working in the insurance industry for over four years. She has experience in both personal and commercial lines with a current concentration on the construction and aviation industries. Her involvement includes stewardship meetings, renewal reviews, negotiating coverage and premiums, and ordering policies. Katie attended South Dakota State University and is a Certified Insurance Service Representative.

About the IAIP
In 1938, 11 insurance women joined efforts to form an organization for educational purposes which eventually evolved into the IAIP. This Association is comprised of diverse members from the insurance and risk management industries. Insurance professionals provides its members with insurance education, skills enhancement and leadership development.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s over 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

SilverStone Group Receives Nebraska Safest Companies Award

Omaha, NE  | SilverStone Group Earns Safest Companies Award Once Again

SilverStone Group is pleased to be recognized with a Nebraska Safest Companies Award for the third consecutive year. Companies receiving the award have implemented injury and illness prevention programs, safety committees, employee training or other safety initiatives designed for the unique needs of their organizations. Compared against the industry average, these companies have maintained or improved incident rates and lost workday case rates as a result of their diligent safety efforts.

Joe Freeman, Safety Engineering Manager at SilverStone Group, commented, “Receiving this award again demonstrates SilverStone Group’s commitment to leading by example in maintaining a safe work environment.”

The National Safety Council of Nebraska’s Safest Companies Awards Committee completes a comprehensive review of the entries and determines the category of qualification. Each committee member spends a minimum of 30 to 40 hours reviewing the individual applications and discussing the applications as a group.

The Safest Companies Award recipients will be honored at the National Safety Council’s Annual Safety & Health Summit Luncheon on Thursday, May 29, 2014, at the La Vista Conference Center in La Vista, Nebraska. With nearly 1,000 attendees, it is one of the Midwest’s largest safety and health education and networking conferences.

About Us
SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s more than 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and wealth management services for individuals and families.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Jeff Sharp Achieves Certified Private Wealth Advisor Designation

Omaha, NE  |  Jeff Sharp, CPWA®, Principal at SilverStone Group with investment advisory services provided through SilverStone Asset Management in Omaha, recently earned the Certified Private Wealth Advisor® (CPWA) designation. The CPWA, delivered by Investment Management Consultants Associations (IMCA), is an advanced designation designed for financial advisors and consultants who work with high net worth clients on the life cycle of wealth. Jeff has more than 29 years of experience providing comprehensive wealth management and retirement planning solutions to clients. He guides individuals in positioning their assets with the goal of accomplishing their unique wealth accumulation, conservation and distribution goals.

The CPWA identifies those individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business, and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning and estate planning. Recipients of the CPWA designation must also agree to meet ongoing continuing education requirements and uphold IMCA’s Code of Professional Responsibility.

IMCA was established in 1985 to set the standards and practices for the investment management consulting profession and provide investment consultants with the credentials and tools required to best serve their clients. IMCA serves more than 7,500 members. For more information about IMCA or the CPWA designation, visit www.IMCA.org.

About Us
SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and wealth management services for individuals and families.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

Securities offered through M Holdings Securities, Inc., a registered broker/dealer. Member FINRA/SIPC. Investment Advisory service offered through SilverStone Asset Management. SilverStone Asset Management and SilverStone Group are independently owned and are not under common ownership with M Holdings Securities, Inc.

IMCA® and Investment Management Consultants Association® are registered trademarks of Investment Management Consultants Association Inc. and denote the highest quality of standards and education for financial professionals. CPWA® and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. 01.110214.01.221.ctrl

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

SilverStone Group Receives Tenth Consecutive Management Award

Omaha, NE  |  On Behalf of PAR, Ltd., SilverStone Group Earns Tenth Award.

For the tenth year in a row, E&O Plus and the PAR, Ltd. Board of Directors have recognized SilverStone Group with the E&O Plus Quality Management Award.
This honorable distinction is granted to a select group of agents and brokers in
acknowledgment of their employees’ total commitment to excellence in client service
and quality management.

SilverStone Group is 1 of 25 firms that received the distinction for 2013. The award is given to companies whose “excellence denotes quality and value and dedication to follow quality management principles in the pursuit of client service.”

Robyn Larson, Director of Strategic Initiatives at SilverStone Group, accepted the award and noted, “Earning the E&O Plus Quality Management Award for ten years in a row is exciting for SilverStone Group. All of our Associates work hard every day to provide quality, efficient and effective service to our clients, and recognition like this makes it all worthwhile. We have partnered with E&O Plus for over 16 years and appreciate their emphasis on quality management.”

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly-qualified Associates provide human capital consulting, property and casualty, risk management, employee benefits, business insurance and financial planning services to employers and individuals. Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com or visit www.silverstonegroup.com.

Jenna Taylor Joins SilverStone Group Property and Casualty Department

Omaha, NE  |  SilverStone Group Welcomes Jenna Taylor as Account Administrator in the Property and Casualty Department.

Jenna Taylor joins SilverStone Group’s Property and Casualty department, where she will devote her time to marketing new and existing accounts within the Aviation and Real Estate Risk Services divisions. Her work will also include extending and expanding existing coverage and renewing expirations, all while providing exceptional service to clients. She has acquired four years of experience servicing various sizes and types of commercial accounts with a wide variety of needs. She earned her Bachelors of Science degree at the University of Northwestern, St. Paul, and is involved with Young Independent Insurance Agents of Omaha.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Katie Scheuer Joins SilverStone Group Property and Casualty Department

Sioux Falls, SD  |  SilverStone Group welcomes Katie Scheuer as Account Administrator in the Property and Casualty Department.

Katie Scheuer joins SilverStone Group’s Property and Casualty department after being in the industry for the past four years. She started her insurance career working with personal lines, and has since moved into the commercial construction industry. Her position at SilverStone Group includes stewardship meetings, renewal reviews, negotiating coverage and premiums and ordering policies.

She is active in the International Association of Insurance Professionals and is currently the President Elect of the Insurance Professionals of Greater Sioux Falls, where she recently won the “Rookie of the Year” award at the Regional level. Katie attended South Dakota State University and is a Certified Insurance Service Representative.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs,
Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

SilverStone Group Not Affected by Heartbleed Bug

Omaha, NE  |  On Monday, April 7, SilverStone Group started comprehensively reviewing systems for susceptibility to the Heartbleed Vulnerability and determined our systems are not affected. We used a combination of vulnerability scanning, software asset scanning and manual checking of each server and appliance to check susceptibility.

The Heartbleed Bug is a serious vulnerability in the popular Open Secure Sockets Layer (SSL) cryptographic software library. This weakness allows stealing the information protected, under normal conditions, by the SSL/TLS (Transport Layer Security) encryption used to secure the Internet. SSL/TLS provides communication security and privacy over the Internet for applications such as web, e-mail, instant messaging (IM) and some virtual private networks (VPNs).

The Heartbleed Bug allows anyone on the Internet to read the memory of the systems protected by the vulnerable versions of the Open SSL software. This compromises the secret keys used to identify the service providers and to encrypt the traffic, the names and passwords of the users and the actual content. This allows attackers to eavesdrop on communications, steal data directly from the services and users and to impersonate services and users.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Tom Kristensen Awarded 2014 Million Dollar Round Table (MDRT) Membership

Omaha, NE  |  SilverStone Group would like to congratulate Tom Kristensen on being approved for membership in the 2014 Million Dollar Round Table.

Founded in 1927, the Million Dollar Round Table (MDRT), is an international, independent association of more than 38,000 of the world’s leading life insurance and financial services professionals from more than 450 companies in 74 countries. We believe that MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.* A significant goal of MDRT is to increase members’ knowledge, ethics, service to clients and productivity.

Tom has more than 40 years of experience in personal lines casualty, personal life insurance and pre-retirement planning for educators and TSAs. He specializes in pre-retirement and post-retirement planning with emphasis on structuring retirement income flow while still being sensitive to potential income tax consequences. Tom helps individuals identify strategies to help them achieve their unique financial objectives.

About Us
SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and wealth management services for individuals and families.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Securities offered through M Holdings Securities, Inc., a registered broker/dealer. Member FINRA/SIPC. Investment Advisory service offered through SilverStone Asset Management. SilverStone Asset Management and SilverStone Group are independently owned and are not under common ownership with M Holdings Securities, Inc.

*  Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For more details regarding   qualifications for these memberships, please visit the following web site address:http://ihs.mdrt.org.

SilverStone Group Names Emily Hansen to the Position of Multi-Media Specialist/First Impressions Coordinator

Omaha, NE  |  SilverStone Group adds Emily Hansen as Multi-Media Specialist
and First Impressions Coordinator.

Emily Hansen joins SilverStone Group’s Marketing and Communications department where she will devote her time to the maintenance and upkeep of the Firm’s website; design
of marketing pieces, marketing campaigns and advertisements; coordination of tradeshows, seminars and firm events; as well as handling public relations. Emily’s responsibilities will also include providing a positive, professional first impression to SilverStone Group guests, clients and prospects. Having graduated from the University of Nebraska at Omaha with a bachelor’s degree in communications, Emily’s studies in public relations and advertising will add to her role as a Multi-Media Specialist.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact
the Marketing Department at publicrelations@ssgi.com.

Heintzberger Actuaries of Oregon joins SilverStone Group

Omaha, NE  |  Edward Heintzberger and John P. Nelson have announced the alliance of Heintzberger Actuaries in Portland, Oregon and SilverStone Group. Beginning in April, the company will operate under a new name, SilverStone Heintzberger Group, but it will remain in the same Portland location. The change will give both firms new markets and enhanced capabilities that will allow them to better serve their clients and promote future growth.

“I am confident that this partnership will add value to the service we can provide,” said Heintzberger. “Our clients will gain access to knowledgeable experts in a variety of new services and allow us to better serve them,” continued Heintzberger.

John P. Nelson, Chairman of SilverStone Group, said, “Over the years, Heintzberger Actuaries has demonstrated a commitment to quality and a dedication to placing its clients’ needs first – both of which are top priorities at SilverStone Group. As our companies blend together to better serve our clients, I am confident this affiliation will prove mutually beneficial.”

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa, Sioux Falls, South Dakota, and Portland, Oregon.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

Jina Picarella Joins Human Capital Consulting Division

Omaha, NE  |  SilverStone Group is pleased to announce the addition of Jina Picarella as Senior Consultant in the Human Capital Consulting department

We are pleased to welcome Jina Picarella to the Human Capital Consulting Team
in our Omaha office.  Jina comes to SilverStone Group with 10 years of experience
as a consulting psychologist and talent management expert.

“Given our tremendous growth, Jina’s addition is critical to maintaining our focus
on customer intimacy,” explains Human Capital Principal, Merle Riepe. “She encompasses
all the traits we look for in our consultants. She is incredibly bright, personable and she demonstrates an uncanny ability to translate science into best practices that organizations and leaders can use.”

Prior to joining SilverStone Group, Jina was at Tennessee Valley Authority (TVA),
the nation’s largest public power company. Here, she provided leadership to improve employee performance by designing, developing, and delivering a proactive and measured suite of talent management programs. These agency-wide talent management programs and initiatives included performance management, succession management, talent reviews, individual development, competency modeling, and mentoring to the company’s 12,000 employees. Additionally, she served as a strategic partner, working closely with managers, leaders, and human resources, to ensure that all talent management programs and initiatives were aligned with the overall business strategy. Similarly, Jina worked internally at EMJ Corporation, a national general contractor, as the Director of
Talent Management.

Jina’s experience working in both the public and private sectors with a variety of industries allows her to provide unique insight and perspective as a Human Capital Consultant
at SilverStone Group.  Additionally, her experience managing others allows her to help
her clients navigate the complexities and challenges of leading others and enhances
her insights as an executive coach. Jina’s diverse experience will serve her well in her role at SilverStone Group as she lends her talents to leadership development and executive coaching, diversity and inclusion, strategic planning, talent and performance management, organizational development, and employee engagement.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly-qualified Associates provide human capital consulting, property and casualty, risk management, employee benefits, business insurance and financial planning services to employers and individuals. Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa and Sioux Falls,
South Dakota.

For more information on SilverStone Group or to schedule an interview, please contact
the Marketing Department at publicrelations@ssgi.com.

SilverStone Group Promotes Gordman and Valadares Kientz

Omaha, NE  |  SilverStone Group is pleased to announce the promotions of Andie Gordman and Diego Valadares Kientz

Having worked at SilverStone Group for less than a year, Andie Gordman is on the fast track with her recent promotion to Senior Consultant in the Human Capital Consulting division. Andie recognizes the valuable role people play in an organizational setting
and particularly enjoys helping clients and organizations develop human resource strategies. She has extensive experience in talent management, project management
and strategic planning.

Andie works closely with Diego Valadares Kientz, another Human Capital Consulting Associate who was also promoted. Diego has worked on the Human Capital Consulting Team since graduating in 2013 with his Master of Science in Industrial/Organizational Psychology. He works hard to conduct market analyses and compliance projects,
and to research human resource policies and best practices.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance
and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa and Sioux Falls, South Dakota.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com or visit www.silverstonegroup.com.

 

SilverStone Group Named One of the 2014 PLANADVISER Top 100 Retirement Plan Advisers

Omaha, NE | “To be recognized in this premier listing of retirement plan advisors is a significant and meaningful honor,” stated John H. Nelson, President and Principal of SilverStone Group. “It speaks to the high level of performance that our entire Qualified Investment Team demonstrates on a daily basis to help plan participants build a secure future for their retirement.”

SilverStone’s Qualified Plan Investment Team is comprised of Jeffrey D. Sharp, Patrick M. Fay, Carol A. Gonzalez and Jessica A. Conlin and provides investment advisory services to retirement plans and participants through SilverStone Asset Management.

The PLANADVISER Top 100 Retirement Plan Advisers is an annual listing of retirement plan adviser individuals, teams and multi-office teams who stand out in the industry based upon a series of quantitative measures. These measures include the dollar value of qualified plan assets under advisement (AUA), as well as the number of plans under advisement. The list also includes those who have more than 20% of their practice focused on 403(b) plans for higher education and non-profit organizations, 457 plans and defined benefit (DB) plans or nonqualified deferred compensation (NQDC) plans.

SilverStone’s Qualified Plan Investment Team was highlighted in the category for teams with more than 20% of their practice focused on 403(b) plans.

According to PLANADVISER, this year’s qualification standards– which rise nearly every year – were quite high. Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets, or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.

The 2014 PLANADVISER Top 100 Retirement Plan Advisers list is available online at: http://www.planadviser.com/top100.aspx. It will also be printed in the January/February issue of PLANADVISER magazine, and the advisers named to the list will be honored at the annual PLANSPONSOR/PLANADVISER Awards for Excellence.

Although SilverStone’s Qualified Plan Investment Team was included in the 2014 PLANADVISER Top 100 Retirement Plan Advisers list, a retirement plan or participant’s actual experience with SilverStone may be different. Retirement plan participants should be aware that this listing is not indicative of any future experience with or performance by SilverStone’s Qualified Plan Investment Team.

PLANADVISER Top 100
To be considered for the annual PLANADVISER list, advisers had to either submit information and references or be nominated and enter the award process for the 2014 PLANSPONSOR Retirement Plan Adviser of the Year – individual, team or multi-office team. PLANADVISER did not consider advisers who did not submit information to PLANADVISER or were not nominated for the award. Nominees were then asked to complete a form, providing various details about their practice. PLANADVISER did not consider input from clients of Advisers. Advisers could also, for the first time, submit such information unsolicited, although not to be considered for the awards. The PLANADVISER Top 100 Retirement Plan Advisers list is drawn solely from a smaller set of quantitative factors and information supplied by the advisers themselves.

PLANADVISER
Through its magazine, website, events and e-mail newsletter, PLANADVISER, an Asset International brand, provides comprehensive industry news, regulatory and investment information, research and training to financial advisers who specialize in the sale, design and administration of institutional qualified and nonqualified retirement plans and executive compensation plans, including 401(k), defined benefit (DB) and deferred compensation plans. For more information, please visit: www.planadviser.com.

About Us
SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and wealth management services for individuals and families.

SilverStone Group provides investment advisory services to retirement plans through its affiliate, SilverStone Asset Management, Inc., which is registered as an investment adviser with the U.S. Securities and Exchange Commission. SilverStone Asset Management is a fee-based investment management and financial planning firm specializing in proactive investment advisory and planning services for investors and corporate retirement plans.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa and Sioux Falls, South Dakota.

For more information on SilverStone Group and SilverStone Asset Management or to schedule an interview, please contact the Marketing Department atpublicrelations@ssgi.com.

Securities offered through M Holdings Securities, Inc., a registered broker/dealer. Member FINRA/SIPC. Investment Advisory service offered through SilverStone Asset Management. SilverStone Asset Management and SilverStone Group are independently owned and are not under common ownership with M Holdings Securities, Inc.

4831-5246-1848, v. 1

Kristin Nollett Promoted to Senior Account Administrator

Omaha, NE  |  SilverStone Group is pleased to announce that Kristin Nollett
has been promoted to Senior Account Administrator

In her new role, Kristin will assist with Small Group administrator leadership and development. Specifically, she will help with new hire training, identifying ongoing development needs, as well as new and improved business processes.

“Kristin joined Small Group in 2009 and has continuously shown her dedication to the department and team by challenging herself to become an expert within her job, in addition to any new business processes and legislative changes,” said Rochelle Nick, Vice President of Group Benefits. “Kristin has developed strong relationships with her clients and receives perfect scores from her clients when they are surveyed about her service.
In addition, Kristin recently received perfect scores on audits conducted on her client files – a difficult task especially considering this was accomplished during an extremely chaotic and busy renewal season.  Kristin volunteers to work on additional projects and makes herself available to help anyone in the department.”

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa and Sioux Falls, South Dakota.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com or visit www.silverstonegroup.com.

Patricia Moore Promoted to Senior Project Analyst

Omaha, NE  |  SilverStone Group is pleased to announce that Patricia Moore
has been promoted to Senior Project Analyst

“Patty has been instrumental in the development and ongoing direction of projects ranging from E&O+ coordination to the Zywave database, carrier bonus analysis and preparation
of benefit statements,” said Robyn Larson, Director of Strategic Initiatives. “In her new role, Patricia will take more responsibility for CFO+ issue resolution.”

Patty started her career at SilverStone Group more than 5 years ago as an Account Administrator in the Small Group division. She was quickly promoted to True Group Account Administrator and most recently, Project Analyst for the Group Division.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa and Sioux Falls, South Dakota.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com or visit www.silverstonegroup.com.

Mark Matthes Named Chief Operating Officer

Omaha, NE  |  SilverStone Group is pleased to announce Mark Matthes
as its new COO

SilverStone Group has announced Mark Matthes as its new Chief Operating Officer.
Mark was President of Jet Linx Aviation for the past five years and will continue to serve
on its Board of Directors. Prior to that, Mark was Executive Vice President and Chief Operating Officer for Duncan Aviation and Vice President Director of Operations for FirsTier Financial (now US Bank).

Mark will be involved in the firm’s day-to-day operations. In this role, Mark will work closely with the firm’s leaders to further SilverStone Group’s continued growth.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty, risk management, employee benefits, business insurance and financial planning services to employers and individuals. Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa and Sioux Falls,
South Dakota.

For more information on SilverStone Group or to schedule an interview, please contact
the Marketing Department at publicrelations@ssgi.com.

Nancy Edelman Promoted to Risk Management Coverage Director

Omaha, NE  |  SilverStone Group is pleased to announce that Nancy Edelman
has been promoted to Risk Management Coverage Director

Nancy possesses the skills and knowledge required to perfect her new role as Risk Management Coverage Director. “Nancy has dedicated her career to the insurance industry,” said Barb Dale, Principal of Property & Casualty. “In Nancy’s years of experience, she has achieved numerous accredited insurance degrees. Her knowledge
and commitment has allowed her to be the go-to person when it comes to
coverage analysis.”

In her new role, Nancy will work closely with the SilverStone Group President, Property
& Casualty Operations Manager and Production Teams in developing a minimum standard
of consistent endorsements and policy forms from our insurance carriers.

In her previous role, Nancy served as a client service advocate for educational institutions, hospitals and related medical accounts. She specializes in professional liability and risk management, offering clients insurance coverage appropriate for their specific exposures.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa and Sioux Falls, South Dakota.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com or visitwww.silverstonegroup.com.

Roberto Castro Putts, Camp Twin Lake Scores

Omaha, NE  |  Birdies 4 Charity – SilverStone Group and Roberto Castro Partner to Benefit Camp Twin Lakes

Roberto CastroSilverStone Group and Roberto Castro are partnering to benefit Camp Twin Lakes in 2014. SilverStone Group is entering its third year of sponsoring the rising PGA Tour star, who had a breakout year in 2013. Castro had four top 10 finishes, qualified for all four playoff events and finished 21st in the final FedEx Cup standings.

SilverStone Group believes success and philanthropy go hand in hand. “We feel that part of the license to do business in America includes a responsibility to give back,” commented John H. Nelson, President. The SilverStone / Castro collaboration “Birdies 4 Charity” was conceived nine months ago at a meeting at the Golf Club
of Georgia, Castro’s home course.

Established over 20 years ago in Roberto’s hometown of Atlanta, GA, Camp Twin Lakes provides an opportunity for children with serious illnesses, disabilities and other personal challenges to experience life-changing camp retreats and programs. These activities are designed to increase confidence and help empower youth to overcome obstacles. The camp has hosted over 50,000 children and volunteers, and 9,100 campers are expected to visit the campgrounds this year. Camp Twin Lakes provides weeklong summer camps and year-round weekend retreats at three fully accessible and medically supportive campsites and day camps, and through hospital-based Camp-To-Go programs. Learn more about Camp Twin Lakes by visiting www.camptwinlakes.org.

Jessie Rosenberg, Director of Development at Camp Twin Lakes said, “We are thrilled to partner with Roberto Castro and SilverStone Group to provide life-changing camp experiences for Georgia’s children with serious illnesses, disabilities and other life challenges. SilverStone Group’s generous donation of $100 for every birdie that Roberto makes in 2014 will go directly toward camper scholarships. What an incredible investment to be making in the lives of so many children!”

Castro made over 350 birdies in 2013. Follow the action each week by visiting the websitewww.birdies4charity.com, following @Birdies4TL on Twitter and “liking” Birdies 4 Charity on Facebook.

Headquartered in Omaha, Nebraska, SilverStone Group is a privately held, employee-owned firm that provides risk management, employee benefits, human capital consulting and financial planning services to employers and individuals throughout the United States.

Hayes Insurance Agency, Inc. joins SilverStone Group…

Omaha, NE  |  Curt Hayes and John P. Nelson have announced that Hayes Insurance Agency, Inc. and SilverStone Group will merge effective January 2014. The change will give both agencies new markets and enhanced capabilities that will allow them to better serve their clients and grow with Council Bluffs and the surrounding Metro area.

“Both of our agencies had similar starts right after World War II by our fathers Ned Hayes and Red Nelson,” said Hayes. “We share similar family values and business cultures, and it seemed like the right time to join forces to better serve our growing client bases,” continued Hayes.

The most notable change will be the new location for the Hayes Agency. Hayes and his staff will be moving to SilverStone Group’s Council Bluff’s office located in the Omni Center at 300 West Broadway, Suite 200.

John P. Nelson, Chairman of SilverStone Group, said, “I and everyone at SilverStone Group welcome Curt and his staff. We couldn’t think of a better agency to team up with here in Council Bluffs. The combination of our agencies will give us a competitive edge, which in turn provides more options for our clients. Serving our clients with more options and better tools is our constant goal.”

SilverStone Group is an employee-owned firm with more than 65 years of dedicated service. The company’s 200 highly-qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals. SilverStone Group has offices in Council Bluffs, Iowa, Omaha, Nebraska and Sioux Falls, South Dakota.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com.

SilverStone Group promotes Sutton, DeJong, Zach and Larson

SilverStone Group is proud to recognize John Sutton, Amy DeJong, Donna Zach and Robyn Larson for their recent promotions.

John Sutton recently became Principal of the firm’s Sioux Falls office in South Dakota. In addition to serving as Principal for SilverStone Group operations in North and South Dakota, John also leads the South Dakota Risk Management Team. Amy DeJong works closely with John in Sioux Falls and is now Vice President of Property & Casualty.

Donna Zach earned the title of Vice President in her division, Executive Benefits and, Robyn Larson was named Director of Strategic Initiatives for the Group division.

SilverStone Group is an employee-owned firm with nearly 70 years of dedicated service. The company’s 200 highly qualified Associates provide human capital consulting, property and casualty coverage, risk management, employee benefits, business insurance and financial planning services to employers and individuals.

Headquartered in Omaha, Nebraska, SilverStone Group has additional offices in Council Bluffs, Iowa and Sioux Falls, South Dakota.

For more information on SilverStone Group or to schedule an interview, please contact the Marketing Department at publicrelations@ssgi.com or visit www.silverstonegroup.com.