OF EVENTS / MEMBER ASSOCIATIONS / SPEAKERS BUREAU
on Speakers Bureau
above will take you there)
national industry events check websites for NAIFA and
the National Underwriter.
ARE YOU 40 YEARS OLD OR YOUNGER?
ARE YOU IN THE BUSINESS 5 YEARS OR LESS?
If you answered yes to either of these questions then this is the group for you, NAIFA-Arizona YAT (Young Advisors Team). Click here for details.
NAIFA – UPCOMING EVENTS
Agency Management Institute
Phoenix @ Embassy Suites - 2577 W. Greenway Road, Phoenix, AZ 85023, 602.375.1777
August 6, 2014 - 8am to 5pm
August 7, 2014 - 8am to 5pm
August 8, 2014 - 8am to noon
$395 for 20 hours CE
Agency as on Organization
Managing and Sustaining Financial Strength
Agency Productivity and Effectiveness
Legal & Ethical Responsibilities
Contact Ray at
Contact: Michael A. Sandoval, CLU, ChFC, 520.572.1156
4415 E. Paradise Parkway South
Phoenix, Arizona, 85032 •
Joint meeting with the SFP of Greater Phoenix
Tuesday, April 15th, 2014 at Star Fire Golf Club
11500 N Hayden Rd, Scottsdale, AZ 85260 •
Contact: Susan Carlson, 480.718.3153
Breakfast meeting - 7:15 a.m.
Next meeting is June 4, 2014
here for calendar information: NAIFA
11500 North Hayden Road
Scottsdale, AZ 85260 • 480.948.6000
Contact: Barry A. Cook, 602.547.3200
Membership Luncheon Meetings:
3rd Wednesday of month
Luncheon: 11:15 a.m. – 1:00 p.m.
Continuing Education: 1:15 - 2:15 p.m.
here for calendar information: NAIFA
(Mesa, Tempe, Chandler, Gilbert)
1666 South Dobson Road, Mesa
Contact: Donna V. Kohlhase, 480.396.2140
meeting - 7:30 a.m.
Second Thursday of the month
Click here for calendar information: NAIFA
- East Valley
location: Our locationwill vary each month. Check our website for upcoming events.
Contact: Juan F. Ibarra, 520.620.5300
Education and Mixers. - Click here for calendar information: NAIFA - Tucson
Arrowhead Country Club
19888 N. 73rd Avenue.
Contact: Chris Kelly, 623.444.7892
3rd Thursday of the month
NAIFA of Yuma
300 E. 32nd Street
- 11:30 a.m.
Third Friday of the month
BUREAU FOR USE BY LOCAL ASSOCIATION PROGRAMS CHAIRS
Speaker, Trainer, Performance Coach, Author
Vickie Bouffard is the author of the in-demand sales guide, “High Performance Results! A No Kidding Approach to Increasing Sales” is an experiential guide to improving sales performance.
She also has extensive experience as both a sales person and sales trainer.
An award winning salesperson; Vickie has sold residential mortgages, insurance, computer training, publishing and educational products and has been a top producer wherever she worked. In 1999 was the number 1 new associate for AFLAC in Northern California and in 2001 Agent of the Year for a national insurance agency.
As a sales trainer, Vickie taught the 12-week-long Dale Carnegie Sales Course for seven years and has also worked as a corporate training manager responsible for training sales and operations personnel in all aspects of wholesale and retail mortgages and basic sales training.
Today, Vickie, who is a member of the National Speakers Association and the American Society of Training & Development, uses her sales and sales training experience to inspire others to greatness through personal coaching as well as numerous workshops, training sessions and motivational seminars that are held all over the country.
Vickie regularly speaks and conducts training on a variety of sales, customer service and financial services topics.
It’s Not What You Know But What You Ask….The Art of Asking
Three Step to a Steady Stream of Referrals
The Inner Game of Selling
The Goal Achievement Process
Sales Planning & Time Management
Sales 101 Basics
Customers Are Demanding, Are You Delivering
15 Ways to Differentiate Yourself Through Exceptional Customer Service
Topics can be customized to your group.
Western Annuity Sales Manager
Jefferson Pilot Financial
9244 S. Ashburn Court
Highlands Ranch, CO 80130
1.888.331.5832 F: 303/346.5833
CE Courses Offered:
Equity Indexed Annuities 2 Hours
Encyclopedia of Financial Products 2 Hours
Ken has over 15 years of experience in the retail and wholesale distribution
of annuities and insurance products. Since starting his career in personal
production, Ken has moved into various roles of sales management and wholesaling
over the years with such companies as Investor Life Services (a subsidiary
of USF&G), CNA and Conseco before joining Jefferson Pilot Financial in
2000. He has increased his territory sales by 53% in just a short time and
made a name for himself as a star presenter who not only informs, but also
performs. He has given over 3,000 broker/client seminars on the subject of
Fixed, Variable and Equity Indexed Annuities. Ken holds a Bachelor of Science
degree from the University of Oklahoma in Business Administration and has an
MBA from the University of Northern Colorado. He holds NASD Series 7 & 63
M. Doughty, CFP
4444 S. 34th St
Phoenix AZ 85040
Entered the employee benefits field in 1973 and worked as a brokerage specialist
for impaired risk and tax advantaged insurance benefits.
Since then, she has obtained her Business Administration degree from Arizona
State University, a Fellow, Life Management Institute (FLMI), Registered Health
Underwriter (RHU), Chartered Life Underwriter (CLU) and Certified Financial
Planner (CFP) designations.
She has served as legislative chair of the Arizona Employee Benefits Association
and regional vice president for the agent communication committee of AHIA and
also the public relations committee for NAIFA. She is past president of NAIFA-Arizona,
NAIFA-Tri-City and ALHA (Association of Life & Health Administrators).
She is presently a member of the Arizona Association of Health Underwriters
and NAIFA-Phoenix (Association of Insurance & Financial Advisors).
For the past 20 years, she has specialized in benefits and financial planning.
(1) 529 and Other College Funding Programs
(2) Healthcare planning for the end of life
(3) Retirement Plans
(4) 10 Ways to Save Money on Employee Benefits
(5) Health Risk Pool for Arizona to cover the uninsureds
(6) "Moving from Success to Significance" -- ways that successful people can make
a significant impact in today's world. This talk will enlighten all about the real meaning behind volunteering,
Gurley LTC Insurance
Nicole Gurley, CLTC. Nicole is a certified long term care specialist, and
was the 2008 President of the Financial Planning Association of Greater
Phoenix. She has devoted her orgainzation's efforts and her practice to
providing long term care products to her clients, and educating agents,
CPA's and attorneys in the need for long term care in financial planning
efforts. Her presentation can provide continuing education credit for the
attendees, a draw for current and prospective members.
Regional Vice President & 529 Product Specialist
101 California Street, #1330
San Francisco, California 94111
415/885.1265 F: 415/421.0468
Topic: Section 529 - College Savings Plans
1. The need for College Funding
2. A,B,Cs of 529 Plans
3. Legislative updates
4. Estate Planning and Gift Strategies
5. Sales Ideas
6. Q & A
Jill is a 529 product specialist for Mercury Advisors based in San Francisco.
She has been working exclusively with 529 plans since 1999 educating the financial
intermediary marketplace on the benefits and applications of 529 plans. She
has made several presentations to the Estate Planning Council and FPA chapters
within California, Oregon and Washington, as well as conducted client seminars
and CPA trainings. Jill has been working in financial services for over seven
years. She holds a B.S. in Business Administration from the University of Colorado
Exceptional Sales Performance
8724 N. 6th Drive
Phoenix, AZ 85021
Connie Kadansky, PCC, specializes in identifying and eliminating Sales Call Reluctance. Lack of consistent prospecting is the most critical challenge for salespeople in the insurance and financial industry. Call reluctance doesn’t just affect the newer agents. It can neutralize any career. There are financial advisors who are “proud and plateaued.” They have been relatively successful and they may be meeting their revenue goals. However, they are not meeting their new business goals. Connie provides solid solutions so that salespeople get comfortable and consistent with prospecting activity. She has written several articles for www.horsesmouth.com; been interviewed on the Wealth Channel for the American College; has had articles published in The Advisor Today and has been invited to speak at several NAIFA chapters. She gets rave reviews on her content as well as her style.
The Inner Game of Prospecting: How to Overcome Sales Call Reluctance
There is No Scarcity of Prospects
How to Prospect and Self-Promote with Emotional Intelligence
The Solution for Moving Beyond the Dreaded Plateau
Connie provides the SPQ*Gold, the only assessment tool in the world that measures Sales Call Reluctance. The SPQ*Gold is used for pre-hire selection and training/coaching purposes.
Visit her website: www.exceptionalsales.com.
Black, Gould & Associates
Currently the Vice President of Marketing for Black, Gould & Associates, a large general agency in Phoenix, Arizona. Ruthann also serves as the Region VII Vice President for the National Association of Health Underwriters.
Ruthann’s career in employer benefits spans 34 years working from both the consulting side of health insurance and the employers’ side. While serving as a Compensation and Benefits manager for a large international employer, she had first hand experience working with healthcare plans in several European countries. That experience is why today much of Ruthann’s time is spent working on the current health care reform in an effort to encourage passage of legislation that will work properly. Ruthann has written a variety of white papers on many of the detailed topics involved in the Reform movement.
Ruthann lives in Scottsdale, Arizona with her husband Bill and son Zachary. She’s active in her church community, her son’s school and with a variety of local charities. Ruthann also services on the Banner Community Council Board.
Ron Reed, CPA
8538 E. Angus Drive
Scottsdale, AZ 85251
Ron Reed, CPA. Ron is a local representative of Bradford & Company,
providers of tax solutions for the self-employed. His entertaining program
shows self-employed professionals how to reduce their taxes forever. Points
of interest are "Make the new law work for you."; "Build audit-proof tax
records."; and "Be less afraid of the IRS."
These are strategies that the self-employed professional can use right away
to save thousands in taxes. CE credit was also approved.
Customers for Life Consulting
Business Biography Customers for Life Consulting
*Arizona native, born and raised in Phoenix, Arizona
*Bachelor of Science degree in Electrical Engineering from University of
*Tucson resident since 1983
*Married to Lynda, with 3 adult sons
Jobs I've had:
*IBM Corporation - Marketing - 1966-1992
Sales Representative, Banking - Phoenix, Arizona
Banking Marketing Programs - Princeton, New Jersey
Marketing Manager - Los Angeles, California
Executive Education Manager - Princeton, New Jersey
Branch Manager - Norfolk, Virginia
Product Marketing Manager, Tucson, Arizona
Manager, Marketing Operations - Southern Arizona - Tucson, Arizona (1987-92)
*President, Customers for Life Consulting, Tucson, Arizona - 1992 - present
Customers for Life Consulting is a marketing consulting firm, dedicated to
helping clients improve customer and employee satisfaction, retention, and
Some of the Companies we've helped...
*Dental-Net Inc./Employers Dental Services
*HealthPartners Health Plans
*Tucson Orthopaedic Institute
*Martinizing Dry Cleaners
*Arizona Partsmaster Supply Co.
*National Bank of Arizona
*Don Mackey BMW
*Micro Import Auto Service
*KB Real Estate Appraisers
*Engineering & Environmental Consultants
*MSC Software, Santa Ana, CA
*Mechanical Dynamics Inc, Ann Arbor, MI
*IBM Corporation - Raleigh, NC
*Raytheon Aircraft Company
*Terra Cotta Restaurant
*Total Look Interiors
*West Press Printing
Community activities I'm part of:
*Past President, Arizona's Children Association, Tucson, AZ
*Past President, Rotary Club of Tucson, Tucson, Arizona
*Member, Board of Directors, Goodwill Industries, Tucson, Arizona
Kimberly C. Kur
Arizona Community Foundation
2122 E. Highland #400
Phoenix, Arizona 85016
Topic: Planned Giving
Other topics available
Deborah Whitehurst is Executive Vice President at the Arizona Community Foundation.
At ACF since 1993, she manages the organization's programs for asset acquisition,
affiliate development, donor relations and communications. Service to the field
includes Chair of the U.S. Community Foundation Standards Initiative for the
Council on Foundations, 1999 President of Planned Giving Roundtable of Central
Arizona, and 1997-98 Chair of the Steering Committee for the Advancement Network
(ADNET). She is certified in planned giving by the American Institute for Philanthropic
Kimberly C. Kur, a cum laude graduate of Temple University Beasley School of
Law, is vice president for professional services at the Arizona Community Foundation.
Ms. Kur practiced in the areas of trusts and estates at a Philadelphia law
firm prior to joining ACF. Ms. Kur is Secretary of the Arizona Planned Giving
Roundtable and a member of the State Bar of Arizona and the Maricopa County
Bar Association. She also is admitted to practice in the Commonwealth of Pennsylvania & and
the State of New Jersey.
Alan F. Willenbrock, CFA
Director, Greater Arizona Development Authority (GADA)
Representing Pima County
7587 E. Camino Del Brioso
Tucson, AZ 85750
Municipal Bonds form the foundation of many individual investors’ portfolios – providing a stream of tax-free income. Unfortunately, this market has been enduring significant upheaval. It is estimated that almost 50% of all municipal bonds have seen their credit rating reduced in recent months. What should investors do now? What guidance should their advisors offer?
Your members may benefit from a presentation on the municipal bond market. I have prepared a seminar that can be tailored to your specific needs. Included is a sample outline of the topics I could discuss.
I am proud to be appointed by Governor Napolitano to represent Pima County on an Arizona Municipal Bond Authority: the Greater Arizona Development Authority (GADA). GADA facilitates infrastructure projects throughout Arizona by issuing municipal bonds at favorable interest rates. One of GADA’s strategic initiatives for the next year is to raise awareness of our tremendous success of saving taxpayers money.
I look forward to the opportunity to speak to your group.
Alan F. Willenbrock, CFA