NAIFA-West Virginia Mountaineer News Membership Newsletter
The Brokers Source, Ltd.
NAIFA-West Virginia

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

George Webb, CLU, ChFC
President's Message

George Webb, CLU, ChFC
2015-2016 NAIFA-WV President

To My Associates in NAIFA-WV...


That old familiar commercial line delivered by that deep-voiced guy representing that good 
old credit card company has a good question.
I was thinking about this for a good sermon title and pulled out my own wallet.

Found an old one-dollar bill... pictures of grandkids... travel cards... Speedway point card...

And a host of miscellaneous receipts I need to turn in.

Then I found my NAIFA membership card.

Yep, I am proud to say that's what was in my wallet.

And you... because our NAIFA membership and the fact that we are "card carrying" members means we are committed to our profession. We are supporting each other in a challenging industry and trying to represent our clients and each other fairly against legislation that is contrary to free markets and tax advantages.

We are blessed to be in an industry where we can be ourselves and serve others.

NAIFA members represent the true professionals in our industry at work for others.

So, the next time you hear that rascal ask, "What's in your wallet?"...

I hope one of your found possessions is that NAIFA 2016 membership card.

Have a great start to the New Year.

George Webb


Special Invitation for NAIFA-West Virginia Members!

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Member of The Plus Group, Inc.

Presents Your Invitation to a Learning Webinar:

Four Strategies To Double Your Disability Insurance (DI) Production in 2016

Chris Carlson Presented By:

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Wednesday, January 27, 2016

2PM Eastern / 11AM Pacific

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Thank You to our Sponsors!

Ameritas DI

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

Space is limited so don't delay! Click HERE for complete program details. For more information, please contact Ray Phillips, CLU, LTCP at (412) 847-0770 or info@brokerssource.com.



NAIFA-West Virginia Annual State Convention:

NAIFA-West Virginia

Thursday, May 5th - Friday, May 6th, 2016

Edgewood Country Club in Charleston

1600 Edgewood Drive, Charleston, WV 25302

Check our website at www.naifawv.org for the latest news and updates.
Insure Your Love
Promotional Materials now Available for February's "Insure Your Love" Campaign

Life insurance is love insurance, which makes February - the month of love - the perfect time to reach out to clients and prospects about their life insurance needs. The Insure Your Love campaign, coordinated by Life Happens, is now in its seventh year. It allows you to bring emotion or humor into a conversation that is usually serious or dry.

February and Valentine's Day is a perfect time to remind clients and prospects of their need to protect the ones they love through proper life insurance planning. But keep in mind, love is eternal, making the Insure Your Love theme appropriate all year long.

Life Happens, with support from NAIFA, provides resources (click here) to help you with your marketing and outreach efforts to your home-office employees, producers and consumers during Insure Your Love.

Social Media Content
From prewritten social-media content to "info statistics," you'll find a wide range of content to choose from.

Storytelling with emotion works! Flyers can be sent digitally or downloaded and printed out.

We know emotion plays a large part in people's decision to get life insurance. These videos will hit just the right note.

Click HERE for campaign materials from Life Happens.

Four Under Forty Advisor Today's Four Under Forty:

Nominate a Rising Star Now!

Someone you know is a leader. He or she is successful, of course, but also committed to their community, family and team. They're already a great example for their peers. Nominate them for Advisor Today's Four Under Forty Awards. It's the recognition they deserve and the next step in their amazing career.

Winners will appear on the cover of Advisor Today, which will be showcased at the 2016 NAIFA Career Conference and Annual Meeting in Las Vegas. But that's just the beginning. Past Four Under Forty winners have a proven track record of continued success through industry leadership roles, speaking engagements and increased peer recognition.

How to Nominate:

All NAIFA members are welcome to nominate a rising star for Four Under Forty. Nominees must be NAIFA members in good standing and 40 years of age or younger. Click HERE for the form (PDF).

All submissions are due by April 4, 2016.

NAIFA Congressional Conference

Let's go to Washington, DC!

In the past three years, over 2,500 NAIFA members from every corner of the country came to Washington, DC and took to Capitol Hill to meet with lawmakers and advise them on how their decisions affect agents, brokers, and their clients.

On May 24th-25th, 2016 NAIFA will be holding its 2016 Congressional Conference with a similar goal - to establish and cultivate relationships with lawmakers, to share the expertise of NAIFA members, and educate them on the value of life insurance, annuities, retirement savings, and employee benefits for 75 million American families.

For a special YouTube video, please click HERE.

For complete details and registration, please visit:

Trust A NAIFA Advisor Ad Campaign
NAIFA Launches "Trust a NAIFA Advisor"
Consumer Campaign

As American workers become increasingly insecure about their ability to save for a traditional retirement, NAIFA has launched a "Trust a NAIFA Advisor" ad campaign to tell consumers that affordable and informed financial advice is well within reach. The multimedia campaign includes video, print and web placements to urge consumers to plan for retirement by contacting a NAIFA member.

Video and print ads direct readers to a web page that includes a link to NAIFA's "Find an Agent" tool, where users may search for a NAIFA member by name, state or zip code. A second search filter allows users to find members by products and practice specialty. The campaign also incorporates digital ads for use on social media platforms, and Search Engine Marketing (SEM) via a Google ad word/phrase buy of more than 200 keywords related to insurance and financial advice.

The campaign includes the following placements between December 2015 and March 2016:
  • 30-second NAIFA commercial to air on CNN Airport Network (reaching 59 million viewers) and Bloomberg TV (60 million viewers) (Click here to view on YouTube.)
  • 90-second commercial to air on American Airlines Network, reaching 180,000 passengers
  • Print ad published in the New York region of The New Yorker magazine (4.5 million readers) (Click here for PDF.)
  • Use of all creative elements including Facebook ads by NAIFA executives and leaders throughout the NAIFA Federation (600 state and local association websites and social media platforms).
NAIFA members can participate in NAIFA's consumer campaign by posting the print and video ads on your website and sharing them on your social media platforms. Complete details and promotional materials can be found by clicking HERE.
Thom Stevens
Subscribe to Health Care Highlights!

Published by Thom Stevens, NAIFA-West Virginia Lobbyist

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 and Junxure Team Together to Offer 
Members an Industry Recognized CRM

Junxure is a CRM solutions and portal solutions firm providing technology, consulting and training to advisors.

Junxure CloudŽ is an industry-focused CRM that supports enhanced productivity and client relationships through innovative technology including a broad range of advisor-specific capabilities and powerful workflow automation tools. ClientView, a custom portal offering, provides an integrated wealth reporting, document management and digital service platform for your firm.

Junxure Cloud was recently recognized as the best CRM for advisors. To read the recent press release, click HERE.

NAIFA Pricing: NAIFA Members enjoy an ongoing 15% discount off the $65 retail price of Junxure Cloud. Contact Junxure at 866-586-9873, option 2 for more information and to request a demo or free trial.

For a complete and comprehensive list of all the exclusive benefits of NAIFA membership, please visit www.naifa.org/Practice-Resources.

It Pays to Be a Member
Ask a non-member to join NAIFA today!
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
Contribute to IFAPAC for NAIFA's 125th Anniversary! 

IFAPACIn honor of NAIFA's 125 years of advocating for you and your clients on Capitol Hill and in your State Legislature, NAIFA is asking all NAIFA Members who contribute at the Century Club level or less to step up their annual IFAPAC contribution to at least $125 in 2015.

The Insurance and Financial Advisors Political Action Committee (IFAPAC) advances the legislative interests of NAIFA, seeks to preserve a favorable governmental climate, and promotes the best interests of consumers - as served by active members of local associations - by supporting the campaigns of carefully selected candidates for elective office.

NAIFA cannot contribute to political candidates. IFAPAC can, and that's what we do!  In fact, IFAPAC consistently ranks in the top tier of more than 4,600 federal PACs in its political receipts and contributions to candidates.

For Three Easy Ways to Contribute to IFAPAC, please click HERE.

For more information about IFAPAC, please visit www.naifa.org/advocacy/IFAPAC.
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.