NAIFA-Arizona is excited to provide another member benefit!!
Speaking of Professional Development!!
Advocacy
APIC – Advisors Political Involvement Committee OR Who Do You Know?
Around the State
NAIFA 21
Advocacy: NAIFA Partners for Advocacy
Being an insurance agent has never been riskier.
Golf Anyone?
Did You Know?
NAIFA-Arizona is excited to provide another member benefit!!
With ABLE, continuing education has just become easier to get and more affordable! We have recently signed a contract with ABLE, an online provider of education opportunities for our members. For only $38.95, you can sign up for as many continuing education classes as you can take in a 90 day window. Besides licensing classes in Property/Casualty, Life/Health and Series 6 and 63, there are currently over 12 classes offering from 2 to 24 hours of credit. Simply go the NAIFA-Arizona website www.naifa-az.org under ‘Continuing Education’ and get started today!
Submitted by: Diana Brettrager, CIC, LUTCF, FSS – NAIFA-Arizona Professional Development Chair
Speaking of Professional Development!!
Mark your calendar and plan to attend the NAIFA-Arizona Annual ‘Sales Olympics’ – an event designed around sales ideas that will “kick your income up a notch!”
May 9, 2008 – Phoenix Airport Marriott – All Day: 8:00 a.m.-4:00 p.m.
$70.00 member fee (includes lunch) - $100 non member fee
Here’s the lineup so far:
Chuck Hollander (platform) on “Strategic Planning for Today’s Insurance Agent and Financial Advisor” – a compelling business strategy leverages your competitive advantage. Chuck’s presentation provides practical tools that will help you drive the growth and future of your business.
Dan Allison (platform), founder of ‘The Money Code.’ Why don’t your current clients do more business with you? Why don’t they refer you more business? When they do refer, why aren’t they referring your “ideal” prospective clients? The Money Code presentation answers these questions and shows you how to use focus groups. You will learn how to take a concept that is widely used by Fortune 500 product-driven companies and use it in your practice.
Andy Dzurinko (break out) on “The Power of Optimism.” This high energy presentation will help you attain positive energy and optimism in meeting your personal and professional goals.
Sam Perry (break out) on “Coverage Without Constraints”. Sam is going to be “in your office” on Friday, May 9, to discuss a flexible approach for portfolio construction that’s aimed at fulfilling your clients financial goals.
Look for additional speakers on the promotional brochure for this event to be e-mailed to you shortly! For advance registration, e-mail naifa-az@azis.com
Advocacy
If you are not currently receiving NAIFA Advocacy Communications, please contact the Member Service Center at 877-TO-NAIFA (877-866-2432) to make sure NAIFA has your current contact information or contact Vicky Dobbin at communications@naifa.org or 703-770-8113 for information on keeping NAIFA email out of your spam filter. And don’t forget to go to www.naifa-az.org for Arizona legislative updates!
APIC – Advisors Political Involvement Committee OR Who Do You Know?
Nurturing political involvement is the chief responsibility of NAIFA’s Advisors Political Involvement Committee. As a member, your support in becoming part of a network of agents and advisors is essential to the success of NAIFA’s legislative program. Please let us know who you know in the Federal Senate and House of Representatives, as well as the Arizona State Legislature. Contact Mike Ford at mford@pfg_inc.com
Around the State
NAIFA-Tucson: presents TROT with check. Allen Ekman, President of NAIFA-Tucson, presented the Executive Director of TROT (Therapeutic Riding of Tucson) with a check for over $4,700. TROT enriches the lives of people with special needs using therapeutic equine programs. TROT fulfills its mission by promoting physical mental and social well being, promoting disability awareness, providing educational and recreational opportunities, and providing therapy services by licensed medical professionals.
NAIFA-Scottsdale: proud to report that they have been involved in a number of community service projects. For example, March 26th – boxing lunches for Vista del Camino and April 26 and, again, on October 25 – Adopt A Street cleanup project.
NAIFA-Phoenix is sponsoring an LUTC Class scheduled to begin on March 28th: this is a 13 week class on ‘Foundations of Estate Planning’. Class will be held at the New England Financial offices, 5050 N. 40th Street #100, Phoenix and will run each Friday from 11:00 a.m. – 1:30 p.m. For more information, or to sign up, contact Dave Kroll at 602.956.0956 or dkroll@pfc.nef.com
NAIFA 21
NAIFA is pleased to announce the new NAIFA 21 Update, which highlights strategic initiatives that have been implemented pursuant to the NAIFA 21 Strategic Plan. This regular update will provide brief snapshots of the progress with the NAIFA 21 Strategic Plan toward realization of the vision and imperatives of transitioning NAIFA into the 21st Century.
Progress in advocacy, communications, education & sales training, governance, membership marketing and networking are featured in these editions. Issues will not be sent by e-mail but will be available for download from the NAIFA website at www.naifa.org/naifa21. All issues are also available in the NAIFA 21 Update blog at naifa.typepad.com/naifa21update
Advocacy: NAIFA Partners for Advocacy
NAIFA Partners for Advocacy was launched to allow Corporate non-managerial employees of home offices and broker-dealers and non-producing agency employees and support staff to participate in and contribute to NAIFA’s advocacy efforts. By paying an annual fee of $50, those who participate will receive communications from the Government Relations department, e-mail updates on new articles on the Advisor Today website and additional e-mail communications on federal issues.
NAIFA Partners for Advocacy will play a crucial role in influencing issues that are critical to our industry. This allows greater participation in the public policy and advocacy programs of NAIFA. For more information, contact: ywashingtonbrown@naifa.org – Yasemin Washington Brown, VP Membership Marketing – NAIFA.
Being an insurance agent has never been riskier.
The biggest threat to insurance professionals today isn’t necessarily lost revenues or disappointing sales. Unfortunately, it comes from the very people you serve, and the litigious environment that we all find ourselves in.
No matter how responsibly you run your agency, you could find yourself named in a lawsuit. One in every eight insurance professionals is sued.
The NAIFA-endorsed Professional Liability Program is designed to protect you and your livelihood from this threat. For more information on customized coverage: www.naifainsurance.com or call 1-800-247-3448
Golf Anyone?
NAIFA-Phoenix is holding its Annual Golf Tournament on April 25th at Trilogy Golf Course, Gilbert, Arizona. 12:30 p.m. Registration; 1:00 p.m. Shotgun start. $125 per person or $400 for your foursome. For information, please contact Jeff Cleveland at 602.264.8187
NAIFA-Scottsdale is holding its Annual Golf Tournament on May 2nd.
For information, please contact Ann Bean: ann@aimmarketing-az.com
NAIFA-West Valley is holding its Spring Golf Tournament on May 23rd from 7:30 a.m. shotgun, at The Legend Arrowhead Golf Club. Early registration by April 13 $85.00 per golfer; after that $100.00 per golfer. For information, please contact Susan Riedel at susan.b.riedel@mwarep.org
NAIFA Tucson is holding its Annual Golf Tournament on August 22nd; check in at 7:00 a.m. Shotgun start at 8:00 a.m. (Scramble format) This is held at The Gallery – the same course as the Accenture Match Tournament. For information, please contact Tom Eiff at eiff_thomas@yahoo.com
Did You Know?
Life Insurers in the United States:
- With $4 trillion invested in the U.S. economy, life insurers are one of the largest sources of investment capital in the nation.
- Life insurers are the largest source of bond financing for American corporations, including $1.9 trillion invested in 2005.
- Life insurers provide benefit payments in excess of $300 billion each year, helping families guarantee long-term financial security now and in retirement.
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