2014 January/February President's Message

"Wins and Challenges"

I want to take some time here to recognize the many NAIFA members that attended Day on the Hill to become more informed of the healthcare issues regarding the exchange and some life and retirement issues as well. They followed up the morning session with visits to legislators educating them and encouraging them to vote in a manor favorable to our profession and our clients, their constituents.  One issue remaining of concern was the plan to have retirement plans offered to small business by the state. We felt pretty confident the Senate would not condone it but the House was a different story. Thank you Sharon Sparling and Richard Ek, along with Mel Sorensen for testifying before the House Committee on our behalf! As I write this it appears the House will pass the bill.  This is where you as our members will be urged to contact legislators soon. Please open all of your NAIFA email and take action when asked.

Recently we have seen several new members joining our Association, thank you. To those who have sponsored a new member – Thank you! Remember the contest of bringing in 10 new members and having a week stay in Eastern Oregon at the very nice home of our National Committeeman Al Zalewski. If you have any questions contact Al or Jim Scott our Membership chair. While these are surely wins for our Association we are far short of where we need to be in numbers to remain a force for good in Olympia and Washington. I challenge each of you to sponsor at least one new member between now and the next newsletter, two months from now. Many of the companies have endorsed NAIFA to their agents and brokers so it may be as easy as asking. You can ask Linda for a brochure or just go to the NAIFA website and print one to give to the prospect. Ask them to join while you are there either online or with the paper form and check or bank withdrawal part completed. I want to thank you in advance for making the effort.

NAIFA Seattle-Eastside with the leadership of Chair Michael Staeb has been working tirelessly to get everything in order for the upcoming state convention at the Woodmark Hotel, Carillon Point in Kirkland. If you came to the Financial Services Forum last September you know the site was wonderful and the content superb.  This convention will be even better. You want to register soon to get your spot reserved. You will not only receive excellent education to grow your bottom line but a great experience with others in your profession at a beautiful venue. I would also encourage you to consider becoming involved in your local association by attending meetings and offering assistance utilizing your skills and desires.

Remember, we can do far more together than alone!

 Kevin Gleim, LUTCF, FICF

NAIFA-Washington President