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NAIFA-West Virginia Mountaineer News Membership Newsletter
THE LATEST NEWS FROM NAIFA-WEST VIRGINIA  ~  MARCH 2015
PLATINUM SPONSOR
The Brokers Source, Ltd.
NAIFA

OFFICIAL FAMILY: 
Click HERE for NAIFA-West Virginia's Officers and Board of Directors

NAIFA
Gary W. Kelley, LUTCF, CLU
President's Report

Gary W. Kelley, CLU, LUTCF
2014-2015 NAIFA-WV President

As Spring will soon be here, I'm sure we are all looking forward to the last remains of snow and the renewal that the season brings to us. Spring is one of my favorite seasons, and the older I get the less I like the cold.

One very important benefit of being a member of NAIFA-WV is our annual State Convention. I have always come away from this forum of ideas with at least one solid idea that benefits my practice. We are working on MDRT-quality speakers and educators to share their strategies and programs that will provide each of us with fresh ideas that are practical and help us improve our own business. This year's convention is being held at Edgewood Country Club in Charleston.

On Thursday, May 7 we have a Par 3 Golf Outing which allows us to have fun and share ideas with each other in an informal and fun activity. Like me, you don't have to be a pro to participate, come to relax and enjoy the company. On Friday, May 8 is the business forum. You will not be disappointed!! May I count on you to join with us to make our convention a huge success?

Juli McNeely And to show that West Virginia is important to NAIFA, our National President, Juli McNeely will be joining us to share the vision and future plans of our professional organization. That's a big plus for NAIFA-WV!! Make your plans now, put it on your calendar and I will see you in Charleston on May 7 and 8.  Please check our website at www.naifawv.org for the latest updates and online registration.

If you would like to be involved on a state level in any capacity, please let it be known to myself or John Pauley, Executive Director. Each member has a role to play and an obligation to help keep our state association strong and moving forward. You and our customers need a strong voice to make sure that our interests and their interests are protected from those who try to minimize the value and resources we provide for families and businesses every day.

The Spring renewal is upon us, count your Blessings and enjoy.

Gary W. Kelley, CLU, LUTCF
 

 

NAIFA-Miami Dade

  

Thank You to our Sponsors!

GOLD SPONSOR
Ameritas DI

SILVER SPONSOR
Hildebrand Insurance Services

 For information on Sponsorship Opportunities with NAIFA-West Virginia, please contact Executive Director John E. Pauley, CLU, ChFC, CLTC at (304) 345-4343 or email
johnpauley@
ft.newyorklife.com.
 
YOU'RE INVITED!  
  
Next NAIFA-Charleston Membership Luncheon and CE Opportunity
NAIFA-Charleston    
Tuesday, March 10, 2015

Edgewood Country Club, 11:30 am - 1:00 pm

600 Edgewood Dr., Charleston, WV 25302
One (1) Hour CE Class, 10:30 - 11:30 am
"The New Role of the Health Insurance Broker"

Membership Luncheon Meeting, 11:30 am - 1:00 pm
Dale Martin and Van Mueller
Special video presentation from the 2014 NAIFA Annual
Conference in San Diego, CA with MDRT speakers
Dale Martin, CLU, ChFC & Van Mueller, LUTCF

There is NO CHARGE for NAIFA-Charleston and NAIFA-West Virginia members and $20.00 for non-members, which includes lunch and CE filing fees.

Register Now! RSVP REQUIRED!

CLICK HERE TO REGISTER ONLINE

For more information and to RSVP, call or email Executive Director John E. Pauley, CLU, ChFC, CLTC at (304) 345-4343 or johnpauley@ft.newyorklife.com

 

NAIFA-Miami Dade

 
RESCHEDULED FROM FEBRUARY 18TH!

NAIFA-WV in conjuction with the Charleston Chapter of the Society of Financial Service Professionals presents a special SFSP Video Teleconference!

Society of Financial Service Professionals Business & Estate Planning:
Managing Risk, Protecting Assets, Achieving Client Goals

INCLUDES 2 HOURS CE CREDIT!

Wednesday, March 18, 2015
Edgewood Country Club, 1:00 - 3:00 pm

  

NAIFA-Miami Dade
Happy 125th to NAIFA from Capitol Hill

Happy 125th to NAIFA from Capitol Hill
CLICK HERE FOR YOUTUBE VIDEO!

Visit www.NAIFA125.org for complete anniversary details!

  

NAIFA-Miami Dade
Thom Stevens Health Care Highlights

Published by Thom Stevens
NAIFA - West Virginia Lobbyist and Editor of Health Care Highlights.


CLICK HERE FOR THE LATEST ISSUE AND ARCHIVED NEWSLETTERS

We are celebrating the 27th anniversary of our unique health care publication. Health Care Highlights is published weekly during the regular legislative session and monthly during the periods in between legislative sessions by the firm Government Relations Specialists, LLC.

Health Care Highlights provides a special focus on health topics of interest, legislative health deliberations, and a special section featuring the history and status of all health care bills introduced in the West Virginia state Senate and the House of Delegates.

For more information and to subscribe, please contact Thom Stevens, NAIFA-WV Lobbyist at 304-344-8466 or healthhighlights@aol.com.

  

NAIFA-Miami Dade

Member Benefit of the Month 
 
NAIFA Members Only Webinar Series

Building Business in the Hispanic Market: 
Building the Hispanic Market Through a Cultural Engagement Lens

Exclusive Members-Only Webinar:
Wednesday, March 11, 2015   |   2:00 - 3:00 PM EDT

Presented by Glenn Llopis
 

Hispanics are among the most misunderstood and undefined consumers in the marketplace. Given the seismic cultural demographic shift happening across America, it's hard to fathom why brands have been so slow to respond to the enormous opportunity Hispanic consumers represent as their purchasing power is estimated to rise to $1.9T based on the most recent Multicultural Economy reported by the Selig Center for Economic Growth at the University of Georgia - Terry College of Business.

In this webinar, Glenn Llopis, Hispanic client engagement expert, bestselling author and business leadership contributor to Forbes, Harvard Business Review and Huffington Post will discuss how to leverage the six essential characteristics of 21st Century business leaders to create grow and sustain new business in the Hispanic market.

    See Opportunity in Everything 
    Anticipate the Unexpected 
    Unleash Your Passionate Pursuits 
    Live with an Entrepreneurial Spirit 
    Work with a Generous Spirit 
    Lead to Leave a Legacy

From these insights, you will also learn to see through the Hispanic client lens to consistently be more aware and culturally sensitive - to assure that you are not unknowingly creating tension, before and during the relationship, that can threaten long-term loyalty and trust.

Glenn Llopis is the Chairman of the Glenn Llopis Group and Founder/CEO of Center for Hispanic Leadership - a nationally recognized thought-leadership, human capital, and business strategy consulting firm. He is the best-selling author of the book, Earning Serendipity and contributing writer to Harvard Business Review, Forbes, and Huffington Post.

A consultant, executive coach and keynote speaker amongst Fortune 500s Glenn is a member of the Kellogg Innovation Network and serves on the advisory board of the Brittingham Social Enterprise Lab at the Marshall School of Business at the University of Southern California. Glenn is frequently featured as a business leadership expert on CNN, Fox News, Bloomberg, Univision, ABC, NBC, and CBS. 

For a complete and comprehensive list of all the exclusive benefits of NAIFA membership, please click HERE.
Member Benefit of the Month
 
Ask a non-member to join NAIFA!  

NAIFA is the largest financial services membership association in the United States, comprised of more than 700 state and local associations representing the interests of 200,000 members and their associates nationwide. NAIFA's goal is to protect your livelihood and your clients' financial security.


To join or renew securely online, please visit www.naifa.org
 
 
NAIFA-Miami Dade

NAIFA Annual Conference in New Orleans Let's Go to New Orleans!

NAIFA 2015 ANNUAL CONFERENCE

The NAIFA 2015 Career Conference and Annual Meeting will take place October 3-5, 2015 in New Orleans, Louisiana.

Conference events will take place in the Ernest N. Morial Convention Center at 900 Convention Center Blvd, New Orleans, LA 70130. The headquarters hotel is the Hilton New Orleans Riverside at 2 Poydras St, New Orleans, LA 70130.

NAIFA will have an additional hotel room block available at the Hampton Inn & Suites New Orleans Convention Center at 1201 Convention Center Blvd, New Orleans, LA 70130.

Registration and housing will be online by April 1, 2015. For the latest updates, please visit www.naifa.org/events/naifa-2015-annual-conference.

  

NAIFA-Miami Dade
NAIFA Congressional Conference

REGISTER TODAY!

Registration for the May 19-20, 2015 NAIFA Congressional Conference is now open! Please remember that the first 600 registrants for the NAIFA Congressional Conference will be eligible for a reimbursement of up to $350 to cover their travel and lodging expenses, if they meet the eligibility requirements, which include staying at one of the official NAIFA Congressional Conference hotels. You can view the full reimbursement guidelines when you register. Don't wait! Click HERE to register now!

NAIFA's Congressional Conference will bring NAIFA members together to learn about the legislative issues that matter to people in our industry, and most importantly, our clients. You will then take that knowledge to Capitol Hill when you meet with your Members of Congress to discuss these issues. For additional information about the Conference, view the FAQs.

The November elections brought many new elected officials and the looming threat to the tax status of many insurance products is very real. NAIFA needs you to attend this Conference to ensure laws and regulations are designed to enhance, not restrict, the ability of middle market families to have access to products and services offered by our members. Please register and join NAIFA in May where together, we can make a difference!

  

NAIFA-Miami Dade
IFAPAC Your Support of IFAPAC is Necessary and Appreciated!
     
NAIFA strives to keep members and lawmakers informed about where we stand on important issues. By clicking HERE, you can find NAIFA's stances on the issues that matter most to the business of insurance and financial advising.

Check regularly for updates and additional information.     
  
Please consider a contribution to YOUR Political Action Committee!
 
The Insurance and Financial Advisors Political Action Committee (IFAPAC) is a term used to describe collectively the PAC sponsored by NAIFA at the federal level and the PACs sponsored by each state association. Each PAC is a fund that supports the campaigns of candidates for public office who understand issues important to insurance agents and financial advisors. IFAPAC's goal is to help the associations advance the legislative and regulatory interests of the members of NAIFA. While any U.S. citizen can contribute to IFAPAC, only members of local NAIFA associations may be solicited to do so. Contributions must be voluntary. Contributions are not tax deductible for federal income tax purposes.

Of approximately 4,600 political action committees registered with the Federal Election Commission, IFAPAC ranks in the top tier. IFAPAC is the largest insurance PAC in the country. In the last election cycle, the national IFAPAC contributed approximately $1.1 million to federal candidates and committees.
 

For more information about IFAPAC and to contribute securely online, please click
HERE.


NAIFA-Miami Dade

Advisor 2020
NAIFA Presents Advisor 2020  
 
Advisor 2020 presents cutting-edge research on industry trends and identifies opportunities for advisors seeking success in a changing marketplace.

Rapid marketplace and demographic shifts are having profound effects on insurance and financial advisors and will significantly reshape the industry by 2020, according to "Advisor 2020: The Forces and Opportunities Shaping the Financial Services Advisor of the Future."

The book presents the results of two independent research studies, "The Market of the Future" and "The Advisor of the Future," and offers a framework advisors can use to capitalize on changing market forces and meet expanding client needs.

The studies' key findings include:
  • The demand for insurance and financial advisors will outpace the average growth of the U.S. workforce by 2020. However, the pool of candidates for these jobs will begin to shrink as the numbers of college graduates and early career changers decline.
  • Stiff competition for affluent clients will push more advisors into serving the middle market, which is currently underserved.
  • The growth of employment by small businesses will increase the pool of individuals and families needing insurance and financial products not offered at their workplaces.
  • Clients will demand a broad range of financial and non-financial services and products from advisors, including lifestyle management, wellness counseling and financial literacy education.
  • To succeed in this environment, some advisors will concentrate on small, niche products and services or market segments. Most, however, will work collaboratively with other professionals and paraprofessionals forming groups that can meet all their clients' growing advisory needs.
The research conducted for these studies will enable NAIFA members to make informed decisions about their practices, especially as they continue to serve the middle market and meet the changing needs of consumers.

Click HERE to purchase a copy of Advisor 2020.

NAIFA is the exclusive sponsor of "Advisor 2020: The Forces and Opportunities Shaping the Financial Services Advisor of the Future." Published by the GAMA Foundation, Advisor 2020 identifies likely future scenarios so advisors can anticipate and influence the financial forces of the future. The research conducted for these studies will enable NAIFA members to make informed decisions about their practices, especially as they continue to serve the middle market and meet the changing needs of consumers. See Backgrounder (PDF) for more details on Advisor 2020.

NAIFA will be offering a full-day Advisor 2020 Workshop in 2015.

Also, NAIFA is developing professional development programs to prepare NAIFA members for the changes and opportunities described in Advisor 2020. In addition to video programs and workshops held at state and local associations across the country, NAIFA will deliver a series of informational and training webinars that will drill down on specific opportunities revealed in the book. 

For a complete and comprehensive list of all the exclusive benefits of NAIFA membership, please click HERE.
Member Benefit of the Month
 
Ask a non-member to join NAIFA!  

NAIFA is the largest financial services membership association in the United States, comprised of more than 700 state and local associations representing the interests of 200,000 members and their associates nationwide. NAIFA's goal is to protect your livelihood and your clients' financial security.


To join or renew securely online, please visit www.naifa.org
 
 
NAIFA-Miami Dade
It Pays to Be a Member!
   

NAIFA-West Virginia  
     
Check our website for the latest news and updates: 

 

For more information, please contact NAIFA-West Virginia Executive Director John Pauley, CLU, ChFC, CLTC at (304) 345-4343 or email johnpauley@ft.newyorklife.com.