Tuesday, September 27, 2016

2016 September/October Professional Development

This is promising to be an exciting year!  With classes forming for the new LUTCF curriculum on both sides of the State.  We have now 5 moderators, and plans to begin classes in Seattle/Eastside, Tri-Cities, and soon in the greater Tacoma area.  Get started in a classroom course, as it'll increase your knowledge retention and the membership camaraderie.  

The Advisor 20/20 course is scheduled to be presented on both sides of the mountains, and we are anticipating a fairly intimate class with 10 or more per class.  This course is designed to help you target your efforts by managing your practice into a new dynamic business model.

With an ever growing interest in LILI, the NAIF-Washington’s hope is to actually have two classes this year for LILI.  Ask your local if they are sending anyone, and encourage them to stretch and get enrolled in one!  

Like I said, lots going on and we encourage you to get involved in one way or the other.  If you would like to be a moderator, check with me as we need many to get our newer Agents the training they need!

 Have a great Fall season!

 Roger McDowell, LUTCF

2016 September/October President's Message

OUR LEADERSHIP

After returning home from attending the Performance + Purpose 2016 Annual Conference in Las Vegas, it is crystal clear to me that we have the best leadership our National Association has ever had…..Period.

The NAIFA 20/20 Mission and Vision is set and ready for action.  Over the next 5 years this strategic plan will empower NAIFA, its members and the industry.

Without the NAIFA 20/20 plan, we as Insurance and Financial Advisors will have a much more difficult time protecting our clients and business in the future.

Please take the time and go to the www.naifa.org website and spend the time to review the NAIFA 20/20 plan and determine what you are going to do to continue to help our Great Association continue to stay Viable in the many years to come.

Neal Kloke
WA State President

2016 September/October Sponsorship


SPONSORSHIP & ADVERTISING OPPORTUNITIES FOR 2016-17
Please let us know who your best partner is for potential sponsorship and we will contact them.  If we all follow up with one of our best relationships, we can meet our goals together! 

The Board of Directors invites you to take full advantage of the benefit-rich opportunities below. Sponsorship is a valuable way to not only show support for your local NAIFA organization but also to put your business in front of prospective customers on a consistent basis.

ANNUAL SPONSORSHIP OPPORTUNITIES:

PLATINUM PARTNER – $5,000
(Exclusive Opportunity: only one offered per year)

Recognition as Platinum Partner at all NAIFA Washington events
Includes two individual memberships to NAIFA including national, state, and local dues ($1,000 value!)
Back cover ad in the Who’s Who annual membership directory ($750 value!)
Complimentary Financial Services Forum and State Convention Exhibitor Packages ($750 value!)

Plus these additional benefits:

·        Additional admission to Financial Services Forum for 2nd member
·        Additional registration to State Convention for 2nd member
·        Special Recognition during the program as “Presenting Sponsor”
·        Option to provide marketing materials at each seat (if applicable)
·        Prominent placement of company logo on website (with a link to your website)
·        Prominent placement of company logo in e-blasts (with a link to your website)
·        Prominent placement of company logo in The Washington Advisor newsletter
·        Special Recognition at Day On The Hill
·        Additional registration to State Convention for 2nd member
·        Access to membership mailing labels (two sets per year, PRICELESS!)
·        Up to four guests may attend any NAIFA Washington event at member rates
·        Company logo and website address displayed at all events
·        Option to promote your business’s events on NAIFA Washington’s public calendar (maximum of 12 per year)

GOLD SPONSOR – $2,500
(Limited to four per year, no more than two competing businesses)
Recognition as Gold Sponsor at all NAIFA Washington events
Includes one individual membership to NAIFA including national, state, and local chapters ($500+ value!)

½ page ad in the Who’s Who annual membership directory ($400 value!)
Complimentary Financial Services Forum Exhibitor Package ($300 value!)
Complimentary State Convention Exhibitor Package ($450 value!)
Prominent placement of company logo on website (with a link to your website!)
Prominent placement of company logo in e-blasts (with a link to your website!)
Prominent placement of company logo in The Washington Advisor newsletter
Recognition at and admission to Day On The Hill
Access to membership mailing labels (one set per year, PRICELESS!)
Up to two guests of the sponsor may attend all NAIFA Washington events at member rates
Option to promote your business’s events on NAIFA Washington’s public calendar (maximum of 8 per year)

 SILVER SPONSOR – $1,250
(Open to any dues-paying member)

Recognition as Silver Sponsor at all NAIFA Washington events
¼ page ad in the Who’s Who annual membership directory ($275 value!)
Complimentary Financial Services Forum Exhibitor Package ($300 value!)
Complimentary State Convention Exhibitor Package ($450 value!)
Prominent placement of company logo on website (with a link to your website!)
Prominent placement of company logo in e-blasts (with a link to your website!)
Prominent placement of company logo in The Washington Advisor newsletter
Recognition at and admission to Day On The Hill
One guest of the sponsor may attend all NAIFA Washington events at member rates
Option to promote your business’s events on NAIFA Washington’s public calendar (maximum of 4 per year)

 EVENT SPONSORSHIP OPPORTUNITIES

DAY ON THE HILLADVOCACY SUPPORT PACKAGE – $250
(Available to non-dues-paying members subject to board approval.)

Company name in e-blast announcements and reminders for the event (with a link to your website!)
Company name on event page during promotion (with a link to your website!)
Company name on website main page while event is featured (with a link to your website!)
Complimentary admission to the event for one person
Recognition during the program as helping to underwrite the cost of “Day On The Hill”

FINANCIAL SERVICES FORUM PACKAGE – $300
(Available to non-dues-paying members subject to board approval.)

Company name in e-blast announcements and reminders for the event (with a link to your website!)
Company name on event page during promotion (with a link to your website!)
Company name on website main page while event is featured (with a link to your website!)
Display table for your signage and marketing materials during event
Complimentary admission to the event for one person
List of event attendees following the event
Recognition during the program as an exhibitor
Option to speak for up to 2 minutes about your business during the program

STATE CONVENTION EXHIBITOR PACKAGE – $550
(Available to non-dues-paying members subject to board approval.)

Company name in e-blast announcements and reminders for the event
Company logo on Convention promo page (with a link to your website!)
Company name on website main page while event is featured
Display table for signage and marketing materials during full 3-day convention

Complimentary registration to the convention for one person (includes standard registration and meals, does not include your accommodations or any add-ons)

List of event attendees following the convention
 
Recognition during the program as an exhibitor with multiple “Exhibitor Breaks” throughout the convention

Option to speak from the main stage for up to one minute about your business on the first day of the convention

Option to do a raffle drawing on the second day of the convention (you must supply your own bowl, tickets, prize, etc.)

Thank you
Keith Wallace

 

2016 September/October IFAPAC

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Good example of a Brain Study: If you can read this you have a strong mind:

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Do we sometimes speak to prospects like this? Do we get caught up in the jargon that goes along with our product and services? If you have experienced this and figured out how to recognize the glaze in their eyes and were successful in getting your intended message across, share it with others! Whether or not you have a strong mind it does you no good to communicate in convoluted terms.

As IFAPAC insiders, do we sometimes speak in jargon or terms that are difficult to follow? If so, shame on me/us. Herewith is a glossary of the terms IFAPAC insiders use:

IFAPAC is the Insurance and Financial Advisors Political Action Committee. Old-timers remember is as NAIFAPAC – the REALLY old-times used LUPAC for Life Underwriters Political Action Committee - they can be used interchangeably. IFAPAC is for all NAIFA members to be able to take part in the political process through monthly contributions to the PAC. Half of what you contribute to IFAPAC comes back to our state association to be used in Washington election cycles. We have a State IFAPAC Chair – Alex Collins. Each local should have an IFAPAC Chair.

 APIC is NAIFA's Advisors Political Involvement Committee. APIC oversees a database of thousands of insurance agents and financial advisors who have volunteered to be part of NAIFA's nationally-recognized legislative action team. When federal legislation hits a crucial point in the process on Capitol Hill, NAIFA activates its contact system. Agents and advisors around the country communicate NAIFA's message on Capitol Hill about issues that affect their livelihoods. This contact takes place in the form of letters, faxes, phone calls and face-to-face meetings in congressional districts and in Washington, D.C.. Each local should have an APIC Chair to find members that have connections with legislators and thus communicate NAIFA’s messages to the congressmen they know.

NARAB is the National Association of Registered Agents and Brokers. NAIFA has worked for years with state insurance departments to untangle the cumbersome licensing requirements that vary from jurisdiction to jurisdiction. NARAB became official in 1999 but it took longer to get congressional approval. In January 2016, the Office of the President released the names of four nominees for membership on the Board of Directors of NARAB. Among the nominees selected by the President is former NAIFA Board Trustee and current NAIFA member, Tom McLeary. Nominees are now waiting to receive confirmation from the U.S. Senate before taking their seat on the Board. The board will help determine simplified licensing standards for producers to become eligible to sell in various states.

That should be enough for today, class. Just remember, NAIFA works for YOU, your business and your clients. Support the IFAPAC fund raising drives that are taking place NOW, during the presidential election cycle. Monthly contributions are encouraged. $8.50/month makes you a Century Club member. $25/month makes you a Statesman.

Richard Ek, LUTCF