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April 28, 2008 |
E- Newsletter Volume 1, Number 10 |
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In This Issue · Memory Lane or a Call to the Future? You Choose! NAIFA-California Mark Your Calendars!
Monday, May 19, 2008 Tuesday, May 20, 2008 Hotel Reservations: Contact our host hotel directly for
reservations. (916) 326-5000 The NAIFA-California special group room rate of $169 (single or double) is good until April 27, 2008. Association Leadership Conferences (ALC) North: Wed., July 9,2008 South: Thurs., July 10,2008
“Mad Dash” for Membership Contest |
Memory
Lane or a Call to the Future? You
Choose!
By Dennis P. Sunderman
For those of you that entered the
life insurance business in the 60’s, 70’s or early 80’s,
remember the “good old days” when meetings were busting at the
seams with agents, speakers, and sponsors. We used to look forward to Life
Underwriters meetings, where we could learn new sales ideas and to soak-up as
much as possible from the experienced agents in the crowd. My local, now We have seen numerous changes
that have slowly chipped away at the big crowds and good times we used to
share. Most notably, and frankly
the biggest excuse we all use regarding membership, is that all of the
General Agencies left town for the major cities, leaving only district
offices or independent agencies.
Secondary, is the complete loss of the General Agent 100% agency
culture. So here’s a good
question. Did the need for a strong NAIFA
leave town with the big agencies?
The answer is definitely not! My respect for NAIFA, especially
legislative advocacy, has grown over time, even to the point that I believe we
are in business today, because of the protection we have received from
NAIFA. The need for advocacy is
as great today, if not greater, than it was when I came into this business. NAIFA provides the
structure we need to grow and protect our business! Local meetings provide sales
ideas, training, and networking opportunities. They provide legislative updates, and
provide the forum for new advisors to learn how to grow their business, and
how to participate in community service opportunities. NAIFA
helps to develop the leader within, and provides a home base for ALL practice
specialties, not just health insurance or financial planning. We are starting to see a
re-involvement of insurance companies that recognize the importance of a
stronger NAIFA. To view a list of
companies that are providing incentives for agents to become members, please
click on the following link. http://www.naifa.org/about/corporatepartnerships/documents/CorpPartnershipHighlights.pdf. In conclusion, please register to attend “A New
Beginning” our annual business meeting, and the Day on the Hill in One final thought. Even ordinary people who work together
can have extraordinary results. We
are stronger together!!
http://www.naifacalifornia.org/Advocacy/PDFdocs/LegUpdates/2008/Legislative%20Update%204-08.pdf
Member
Benefits
By
Michael K. Fiamingo, LUTCF With only two months left in the fiscal
year, offering a strong monthly program for May and June can boost meeting
attendance. For your May meeting
most locals vote on the slate of new and continuing Board members and June is
the installation meeting for the new Board of Directors who start on July
1st. Adding a YAT meeting before the regular
meeting and offering a CE after the regular luncheon or breakfast meeting can
provide something for everyone. Coming up in May, we have the NAIFA
California annual meeting on Monday May 19th and our annual Day on the Hill
on Tuesday May 20th. There will
be excellent speakers offered at the annual meeting and vendors offering many
valuable services and products to our members. On Tuesday May 20th, you can have the
opportunity to speak with your legislator and share your concerns about
legislation that will affect your business and your clients who are all
constituents of the legislators.
If you haven't done this before, we will discuss how it is done, what
to talk about, the do's and don'ts when meeting with legislators, and you can
even tour the governor's office while at the capital. There are less than two weeks left in the
Mad Dash for membership which ends on April 30th. With a final push you can earn credits
to cover your cost to attend the annual State meeting and the Day on the Hill
by bringing in new members or converting lapsed members back into active
member status. For details just
visit our website at www.naifacalifornia.org
We hope to see you at the May meetings! |
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Monthly
Business Sales Idea
By Lee J. Walters, LUTCF Target Market Your Product
A good sales idea for the
multiline agent is to determine your most competitive product and target
market that product. For example, if you are strong in
contractor’s liability, join associations related to that
industry. And remember that
givers gain. There is more
satisfaction in giving than just being on the take. Whenever possible, refer your
customers to members of that association. Reprinted with permission from the
Advisor Today, Sizzling Sales Ideas. |
