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News & Press: CalAdvisor Newsletter

NAIFA-California Membership Committee Opportunities

Friday, August 4, 2017   (0 Comments)
Posted by: Shane Westhoelter, AEP, CLU, LUTCF
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It is with excitement that I would like to announce that I will be heading up the Calfornia Membership Committee for 2017-2018. This is not a job I can do alone, so this is my “official plea” to ask you to consider joining me on one of TWO Committees:

1. We will form a California State Membership Committee that is going to focus on membership across the entire state, and will be working closely with National leads, the National database system and the National Membership Committee on the NEW Membership Program. Those who desire to serve on this committee will be trained on the NEW membership database system, will be allowed to serve as long as they desire (no one year term limits), and will be helping drive membership across the entire state, regardless of the local they currently belong to. This committee will be taking a higher level approach to help drive membership at company levels, producer groups, Broker Dealers and at-large membership. If you have interest in serving on the State Membership Committee, please reply to me directly and I will discuss the vision, goals and focus. Time commitment requested is 2-4 hours per month.

a. Leads from National marketing campaigns will be handled by this committee.
b. Local membership chairs will be assigned to these committee members so that we have accountability and liaisons for the local membership teams.
c. These members will be doing presentations at company meetings, agency meetings and virtual webinars as needed.
d. These members will be trained on the National database system for data tracking and reports.

2. We will drive local membership through the local membership committee and local membership chair. This will be a team of membership chairs made up at each local, who will be encouraged to put together a local membership team. Leads will come from National and the state, and we will be counting on you to help close members, find new members and grow at a local level. This team will report to me directly as State Membership Chair – but will be driven daily by the local membership chair and leaders. We expect that as the State Membership Committee works with National to generate leads, and recruit new members, we will be handing many of those off to the locals to help close, reinforce and keep them as members.

a. The current membership renewal list will be managed at the local level, to ensure we keep members on the books.
b. Lapse lists will be managed at the local level to help reinstate members.
c. New members will be assigned to the locals to help them find the real value of NAIFA at the local level.
d. These members will be trained on the NEW DATA System to track members and generate reports as this system will be replacing MemberNet over the next year.

If you have a desire to serve on the local and/or the State committee level, please reply to me directly.

Shane@GFAinvestments.com
Office: 858-428-3929
Cell: 636-262-0766

We will be hosting our first membership monthly call in September 2017.


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