the industry's leading voice on capitol hill and in state legislatures naifa-minot new member...

The industry's leading voice on Capitol Hill and in state legislatures

NAIFA-MinotNew Member Orientation

National Association of Insurance and Financial Advisors

National: http://www.naifa.org State: http://www.naifa-nd.org Local: http://www.minot-advisors.com

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Introduction

Welcome and

thank you for being here.

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Objective – Purpose of NAIFA

• Whether it is protecting your industry from unfair taxation or shielding it from stifling regulation that could harm your clients, NAIFA is always working to create a business environment that works for you

• For more than 100 years, NAIFA has been working to protect its members and their clients whenever legislation and regulations are proposed that could negatively impact their business and the products owned by our clients.

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Why be a member of this association?

• How do you think the war in Iraq and Afghanistan, hurricane Katrina, floods, future disasters, potential terrorist attacks, $700 billion bank bailout and the monetary impact on our economy could force Congress to look to our industry for future tax revenue?

Here are some questions to ponder…

We, the Financial Industry, are 37% of all tax-advantage instruments in the U.S. according to the Tax Expenditure Book. Congress is looking hard NOW as they need to raise revenue and not raise taxes.

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Hunting Season

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A Stroke of a Pen

A simple stroke of the pen could eliminate anyone of the tax advantages that our clients have been enjoying for years.

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NAIFA’s political prowess exists largely because of two constants in its government-relations arsenal—APIC and IFAPAC.

Power behind our Success

– APIC Advisors Political Involvement Committee is a group of

NAIFA members who have developed and maintain influential relationships with state and federal elected officials.

– IFAPAC Insurance and Financial Advisors Political

Action Committee A group of 15,000 NAIFA members who contribute

nondues funds ranging up to $5,000 every year to a separate fund used to support the campaigns of candidates for federal and state legislative offices.

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No one else has the ability that NAIFA and its state associations have to do grassroots advocacy on a truly grass roots level. We have members in every congressional and state legislative district in every state, and they can get in touch with key policymakers when we need to be heard.

NAIFA has clout…

Do you think anyone else with this kind of clout is looking out for you and your livelihood?

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Key Benefits to membership in NAIFANAIFA is your connection to ….

• Financial freedom for your clients and financial independence for yourself (One study shows that NAIFA members produced 62% more premium and wrote 40% individual policies than their non-member colleagues).

• Unparalleled legislative regulatory advocacy. NAIFA’s fundamental role and primary reason to exist is to be the advocate for the agent/advisor and the clients we serve. Advocacy is NAIFA’s core business.

• Strength in numbers – 60,000 members strong and growing

• Networking, sales ideas, and practice specialties. NAIFA delivers member benefits that give our members a competitive advantage in today’s insurance and financial services marketplace.

• Lifetime learning, education, and professional development. Every tool and resource for building a successful business and a healthy bottom-line is available through NAIFA

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NAIFA Local Activities…

• Monthly meetings with CE Credits – varies by local

• Meals (check with local to see if meal included in dues)

• Legislative Forum• Annual Blitz (generally 5 to 10continuing education credits)

• Motivational speakers• Annual State Convention• Opportunity to get involved in the

leadership of the local association or state• Annual Golf Outings• Access to our locals sales and marketing site

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Eagles flock together for their protection…Proving there is safety in numbers.

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Call to Action

-- Theodore Roosevelt

“Every man owes a part of his time and money to the business or industry in which he is engaged. No man has a moral right to withhold his support from an organization that is striving to improve conditions within his sphere."

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What we’ll be discussing

• Advocacy• Website Access

– Local– State– National

• Practice Resources– Sales Tips– Tools to build your

business

• Professional Development– LILI– Leadership

• Local Leadership• State Leadership

– Awards– Professional

designations

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Advocacy

• Advocacy– Legislative Advocacy

• You protect your clients futures, NAIFA fights for the future of the profession by:

– Taking a stand on issues that affect our members such as STOLI, plus other issues that protect the products that you have already sold your clients

– Influencing political opinion through Political Action and Involvement Committees APIC

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Advocacy - continued

• Advocacy

– Mobilizing and informing members on topics of interest and through …

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Advocacy - continued

• Advocacy

– Mobilizing and informing members on topics of interest and through …

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Advocacy

•Legislative–State

•State Action Alerts•State GovAlerts

–National•National Action Alerts•National GovAlerts

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State Government Alerts

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Website Accesswww.naifa-nd.org/legislative

Lookup your zip + 4 and enter in the boxes to the left

Then click button below

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• National – Federal Legislative IssuesNAIFA – Nationalwww.naifa.orgFederal Issues

NAIFA-NDwww.naifa-nd.org

State Issues NAIFA-Localshttp://www.minot-advisors.com

Grassroots

• State – State Legislative Issues

• Local - Grassroots

Website Access

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Website AccessNAIFA-Minot www.minot-advisors.com

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Website AccessNAIFA-Minot www.minot-advisors.com

Calendar of Events of all activities

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Website AccessNAIFA-Minot www.minot-advisors.com

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Website AccessNAIFA-Minot www.minot-advisors.com

Email gwtw@srt.com for username

Email gwtw@srt.co

m for password

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Website AccessNAIFA-Minot www.minot-advisors.com

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Website AccessNAIFA-Minot www.minot-advisors.com

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Website AccessNAIFA-Minot www.minot-advisors.com

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Website AccessNAIFA-Minot www.minot-advisors.com

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Website Access NAIFA-ND ww.naifa-nd.org

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Website Accesswww.naifa-nd.org/legislative

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Practice ResourcesSales Tips

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Practice ResourcesSales Tips

Login = xxxx password = xxxx

Email gwtw@srt.com for username and password

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Practice ResourcesSales Tips

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Practice ResourcesMember Benefits – Virtual Library

www.naifa.org

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Practice ResourcesMember Benefits – Virtual Library

www.naifa.org

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Practice ResourcesMember Benefits – Virtual Library

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Practice ResourcesMember Benefits – Virtual Library

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Professional DevelopmentLILI

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Professional DevelopmentLILI

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Professional DevelopmentLILI

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LILI

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LILI

If interested,

send an email to

anyone on the leadership team:

Or send an

email to:

gwtw@srt.com

Vanda Campbell, Executive Secretary

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Leadership – Local (Executive Committee)

All of these are listed on the website

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Leadership – Local (Board of Directors)

All of these are listed on the website

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Leadership – Local (Committee Chairs)

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Professional DevelopmentAwards

• Association Awards• Industry Awards• Special achievement Awards

We're committed to recognizing the outstanding work of our members and recognize them annually for their commitment to achievement

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Professional DevelopmentAwards

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Professional DevelopmentAwards

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Professional DevelopmentProfessional Designations

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Professional DevelopmentProfessional Designations

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Professional DevelopmentProfessional Designations

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Professional DevelopmentProfessional Designations

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Professional DevelopmentProfessional Designations

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Involvement

Thank you for taking the time to be here for this orientation

If you’d like to step up your level of involvement, talk to me or one of the other members on the leadership team.

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Thank You!

Final note:

NAIFA needs to grow to be effective.

Help us grow membership.

Do you know of other agents or reps that would be candidates for membership?