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News & Press: CalAdvisor Newsletter

May President's Message

Friday, May 5, 2017   (0 Comments)
Posted by: Shane Westhoelter, AEP, CLU, LUTCF
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2017 is a year of change. Change in the political leadership of America. Change in the insurance and financial service industry (DOL). Change in NAIFA–QME/Strategic 2020 Plan. Change in NAIFA-California and your Local. As I say frequently in my workshops to help associates move to the next level in their career, “You must learn to give up to go up.”  We must be willing to change to continue to move forward.

Change can be resisted, or change can be embraced. Change happens every day, every moment, everywhere. To live fully, we must learn to embrace change and honor it, even when change arrives with companions, fear and uncertainty. Life is about evolving and actively creating change, as well as learning how to go with the flow when inevitable change comes our way. Change is natural. Here are a few of my favorite quotes about change:

“We must learn to view change as a natural phenomenon--to anticipate it and to plan for it. The future is ours to channel in the direction we want to go... we must continually ask ourselves, 'What will happen if...?' or better still, 'How can we make it happen?'" -Lisa Taylor

"If nothing ever changed, there'd be no butterflies." - Unknown

"When you're finished changing, you're finished." - Benjamin Franklin

"Become a student of change. It is the only thing that will remain constant." - Anthony D'Angelo'

NAIFA-National’s Quality Member Experience Committee has issued their suggested changes for consideration to continue to move NAIFA forward. We have two esteemed NAIFA-California members serving on that committee: California Past President and current National Trustee Tom Michel, and Current California State Board member Mimi Yoon-Lee.  They helped guide and provide input for the future direction of NAIFA to ensure we stay viable and relevant into the future. There are several suggestions from the QME report, which can be read in its entirety here. As part of the Strategic 2020 Plan, that was voted in at the 2016 National Convention, we now are being asked to add the QME recommendations as part of the plan and changes forward at this year’s national convention. Since we will be voting on these recommended changes, please take time to review the QME report, and understand what we are being asked to adopt.

There are two key items in the suggested report, although there are several more, that I feel are worthy of making comment in this newsletter.

  1. Suggestion of Uniform Dues across the federation.This is being proposed to allow large producer groups, (IMO, Broker Dealers, MGA’s, and Insurance Companies) to have a level dues rate, so that it is easier to know the costs of a NAIFA Membership regardless of the state the member might reside in. This is an attempt to help membership marketing be easier when having the, “What is the cost?” conversation. This change would apply to all states and locals, if adopted, and the intent would be to move toward a level dues across all states by 2019.
  2. Suggestion of restructuring locals. This suggestion is being made because of declining locals across the federation, who are struggling to maintain leadership, hold regular required meetings, keep by-laws updated and stay current on required tax filings. The suggestion is to lift the requirement of locals to be filed as separate non-profit organizations within the state and federation, and move toward an “affiliate, chapter, meeting group” format. The legal requirement under current by-law structure of NAIFA would be changed, so that locals would no longer need to file tax returns, have a set of by-laws, be required to maintain elected officers at a local level, etc.  They would, however, be encouraged to continue to be an organized group who meets, provides meetings, drives membership, performs grass roots advocacy, brings value add to local members and be held to certain standards to continue to exist as a local affiliated group of NAIFA. This means that many locals would continue to operate much in the same manner, without required by-laws mandating certain functions that may no longer be relevant to be a thriving value add local. 

Both, along with other items of the QME report, have been discussed on many conference calls, webinars and local meetings. We are going to hear more about the recommendations at the Career Advancement Conference (CAC), and encourage all members to be at the CAC to participate in the discussion. Two national trustees, Brock Jolly and Aprilyn Chavez Geissler, will be there to bring forth information and take input and questions. Please make it a priority this year to attend the CAC.

Last, one of the most effective things NAIFA does on our behalf is advocacy. We have the Congressional Conference in D.C. in a few weeks, and encourage all to attend. Below is a NEW Video from NAIFA CEO, Kevin Mayeux. It is worth the watch, (some California members are featured), and can be sent out to all current and potential members. Take time to view it now.

https://vimeo.com/user27734997/review/198742510/9319040d6f

If you are not a current contributor of IFAPAC, please start today. If you are a current member, please consider stepping up one level, or increasing your contribution, even if only another $5-$10 per month. Every dollar helps, and per a recent survey in D.C. of current legislators, support staff and lobbyists, NAIFA ranked at the top as one of the most effective lobbying organizations on Capitol Hill. Thank you NAIFA for protecting our backs as professionals, and protecting the clients we serve.

Remember: TO GO UP WE NEED TO GIVE UP, what can you give up today to help yourself go up?


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