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September 18, 2007 |
E- Newsletter Volume 1, Number 3 |
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In This Issue · NAIFA National Convention Update · Member Benefits – Looking
Ahead www.naifacalifornia.org Don’t forget to visit our website for complete up to date information. Contact Us: Association Office |
NAIFA
National Convention Update
By Dennis P. Sunderman, CSA
On September
8th-12th, NAIFA held the 117th National Convention in First, was the introduction of our new NAIFA CEO John Healy, CAE. John is incredibly qualified to lead
us forward, and to implement the NAIFA-21 transformation. Second, was the LILI
7 session.
On the day prior to the convention, more than 300 Leadership in Life
Institute (LILI) alumni from 26 states attended the annual LILI 7
session. It was a time to meet
with graduates and moderators from around the country, to re-assess mission
statements, guiding principles, core values and to have fun. As of 2007, the institute has nearly 1,000
graduates, and is considered to be a premier NAIFA member benefit. It was an exciting event for all! Third, was the “Federal
Day on the Hill”. More than 1,400 NAIFA members met with
their legislators in the Capital.
The I would also like to express my appreciation to our
Executive Vice President, David Dellinger, and our Director of Finance and
Communications, Carol Nicolaysen for their extraordinary service to
NAIFA-California and contribution to the success of the convention, and to
our Membership Coordinator, Kay Nauta back home in John Davidson,
LUTCF has completed
his term as NAIFA President and will now enjoy a very coveted position, of
Past President. Thank you
John! Your incredible vision,
leadership, and service to our industry are remarkable. You are dearly loved and admired by
all of us in Here’s the new line-up including the names of
those who moved up, were re-elected, or newly elected. President Jeffrey
J. Taggart, CLU, ChFC, LUTCF President-Elect Secretary Thomas D. Currey,
CLU, ChFC, Trustee Robert
A. Miller, M.S., M.A. (Two-year term)
incumbent Trustee John
F. Nichols, CLU, DIA (Two-year term) Trustee Robert
O. Smith, J.D., CLU, ChFC (Two-year term) Trustee Jules
Gaudreau, CIC, ChFC,
(Two-year term) Trustee Robert
Weigner, CLU, CFP, CFS, CIC, LUTCF (One-year term) Trustee Susan
D. Wier, CFP, ChFC, LUTCF (Two-year term) The additional incumbent trustees that were not affected
by this year’s election are listed at www.naifa.org under
trustees. In addition to officer elections, the following six proposed bylaw amendments were
either approved or defeated. 1.
2.
To
change membership from local only, to all three levels of the
federation. Approved 3.
Would
require local and state associations to use a NAIFA-(location) name. Approved 4.
Would
increase national dues by $49.00 annually with a CPI adjustment. Approved-without the CPI adjustment 5.
Would
re-allocate National Council votes to a system based on state membership
totals rather than number of locals.
Defeated. Will be
re-addressed at the 2008 convention in 6.
Would
create a separate standing committee on Communications. Approved The 2008 NAIFA Convention “Catch the NAIFA
Wave!” will be in
September 2007 is
Life Insurance Awareness Month. As of this writing President George Bush, California
Governor Arnold Schwarzenegger, the Los Angeles City Council
and the Santa Barbara City Council have all provided proclamations. A special thank you goes to Gil Mares,
Tom Michel, and NAIFA- Los Angeles for making an outstanding presentation to
the Los Angeles City Council. This year’s national spokesperson is comedian and
actress Molly Shannon from “Saturday Night Live”. Her real life story about losing her
mother, sister, and cousin at the age of four in an automobile accident, (and
how her father who was so badly injured that he could not work), brings
reality to the discussion of life insurance and the terrible repercussions
for families that are under insured. In conclusion, please consider asking a non-member to
look at the benefits of association membership and invite them to join. The larger we are, the stronger we are
in Thank
you for your membership and service!
GREAT NEWS!!! AB 8
(Nunez & Perata) NAIFA-California
Position: Oppose As you may have heard in the press by now, the
Governor has indicated his intention to VETO AB 8 (Nunez & Perata). AB 8 would have a devastating impact on
your clients’ health security, on your profession and on the
state’s economy. Although the Governor has indicated he will veto
the bill, the health care reform battle is not over. He has called for
a Special Session of the Legislature to work towards enacting comprehensive
health care reform. It is for this reason that NAIFA-California is
urging its members to send a letter of appreciation to the Governor for his
willingness to VETO AB 8 as well as to outline a number of the key policy
considerations the Governor should take into account as he works with the
Legislature to craft a reform plan. LETTER TO THE GOVERNOR – SEND IMMEDIATELY! Currently, AB 8 (Nunez & Perata)
is awaiting the Governor’s action. While he has indicated he
plans to VETO the message, he has not yet done so. In order to
assist its members, NAIFA-California has prepared a sample letter that can be
sent to the Governor. This letter is available online at NAIFA-California Grassroots. (http://www.capwebworks.com/game/login.aspx?clientid=-1431057410&clientproductid=-432960112&hdr=naifa) NAIFA-California greatly
appreciates your help in generating as many letters and emails as possible. In order to ensure our voices continue to be heard
during the health care reform debate, it is critical that you take action and
fast! Click on the link and get the
details from the Monthly
Legislative Update! By Michael K. Fiamingo, LUTCF Looking ahead, October is a good time
to focus on Membership, in November focus on PAC and in December continuing
education; LUTC, FSS,
CLU, ChFC. Monthly
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