Harry S Truman AIFA June, 2007

Transcription

1 Harry S Truman AIFA June, 2007 Officers President: Michael Mickelson President Elect: Mark Iglehart Secretary-Treasurer: Lori Flagler Association Executive: Shirley Boston-Otis National Committeeman: Phil Burress State Committeeman: Albert Tranchilla Membership Chairman: Wayne Burch IFAPAC-IFAPIC Chairman: Lori Flagler Immediate Past President: Steve Million Board of Directors David Anderson Robert Jones Al Tranchilla Barrett Smith Richard Hough Mark MacKay Michael Oehrke Harry S Truman Association of Insurance & Financial Advisors A recommendation for the future of our Association On May 2, 2007 a task team of Association officers, board members and members met to discuss the future of our Association. We focused our discussion on what we should do to grow our membership and to enhance the value of membership in our Association. Our discussion questions included: Where do we go and grow from here? What are the challenges that we face? What pieces do we have in place that we can build upon? What could we do? What should we do? Why should we change? What are the potential pitfalls? What are the potential wins? The task team recommends the following for approval with implementation beginning on September 1, Lower our dues structure to $ per year or $23.00 per month this is a reduction of $50.00 per year (Dues include $ for national, $85.00 for state and $50.00 for our local). Please note that we will charge for meals on the day of the meeting. 4 major meetings per year to be held on September 13, 2007, December 13, 2007, March 13, 2008, and June 12, 2008 (all meeting dates are on the 2nd Thursday of each respective month). Meeting Focus: September Taste of the MDRT/Life Insurance Awareness December Continuing Education Day/Toys for Tots March New Member Orientation Day/IFAPAC June Annual meeting/golf Tournament Community Involvement: We want to explore our best options before proceeding. We are looking at the Fire Fighters Recognition Event, the alternative school and Habitat for Humanity as potential projects. Task team will advise on their recommendation. Meeting location to be determined by need We will have a Life Insurance Awareness advertisement in the local newspaper as we have done in the past. This ad lists the names of individual members of our Association who belong to NAIFA and asks the reader if their agent/advisor is listed. If not, why not? This is a powerful tool that we can use for awareness. We will offer ad spots for $25.00 per agent. The cost will be collected prior to the ad going to press. This is a cost effective way to get your name out to the public

2 The last monthly meeting of the year will be held on June 14th at the Lakewood Oaks Golf Club. 9:00 Board Meeting 10:15 CE Insurance Regulatory Reform Panel Discussion 11:30 Installation of Officers and Members of the Board of Directors Program will be Sales Ideas The speaker will be Brent Ewert, AAMS of Lawing Financial His biography is on page 8 of the newsletter. Ask for referrals in a client-centered way A Client-centered approach to referrals always puts the client's or prospect's interests first. For example, if you want to tell people you get paid with referrals, make sure you do it in a client-centered manner. "The second way I get paid is that if you see the value in the work I do for you, you'll introduce me to others who might also value this work. What his means to you is: I hope to earn the right to those referrals. I'll make sure you get the perfect policy. I'll make sure you understand everything along the way. If any problems arise, I hope you'll feel comfortable in introducing me to your friends and associates." The key phrase here is what this means to you. Whenever you tell people about your practice, if you're saying "what this means to you" and following this up with a benefit to those people, you're being client-centered. FACT: Insurance and financial advisors who are members of NAIFA earn more than those who are not members. Join us June 19 to Learn How NAIFA 21 Will Help Your Business Log on to a free webinar June 19 to hear NAIFA President John Davidson describe what NAIFA's new strategic plan means for you and your business. After more than a year of hard work by volunteer leaders, association executives and staff, and based on research with current and potential members, NAIFA is introducing a variety of new tools to give its members access to the resources they need to succeed when and where they need them. These benefits include a full-service educational and sales training resource, new networking opportunities to boost your business, and enhanced advocacy outreach at the state and federal levels. A brief presentation starting at 1 p.m. ET will be followed by a question and answer session. We would like to hear from you and hope you'll take an hour to join us. You must register in advance to participate in this free webinar. Register at Thank you, John A. Davidson, FSS, LUTCF NAIFA President Go to NAIFA in the 21st Century at for more information on NAIFA's strategic plan and to add your comments to the NAIFA 21 blog.

3 We're On Target with the Support Services You Need to Succeed! Target Insurance Services, Inc. provides you with dedicated sales consultants to help you increase your sales success. We leverage the depth and breadth of our expertise to provide you with complete pre- and post-sales solutions, including plan design, sales proposals, and personal support at every step. Our staff has one goal in mind - to provide answers and solutions to increase your sales success. This goal is summarized in our mission statement: "... To help our customers and partner insurers succeed by providing excellent product, suitable design, and outstanding underwriting for our customers' clients' insurance needs in the most professional, expeditious, customer friendly, and ethical manner." Here's how we help you succeed: Products - A wide array of term life, whole life, fixed universal life, variable life, disability income, and long term care insurance products from a variety of carriers, all at least A rated by A.M. Best. We find the carrier and product to best suit your client's particular needs. Sales Ideas - Our sales staff can provide sales strategies to help you design, present, and close sales. If your expertise lies in other areas, such as investments or financial planning, let us be the back office for all your insurance needs so that you can most effectively leverage your time. Systems and Tools - Through our many carriers, we have access to a wide range of illustration and advanced planning software such as Executive Benefit Services and The Kugler System. We can provide producer level and point of sale marketing materials, Power- Point presentations, and other tools to help you make the sale. Contracting - Our licensing specialist is available to help you through the appointment process with each carrier and provide necessary forms, paperwork, and information. Business Process - Once submitted, our case managers are dedicated to guiding your business through the underwriting, approval, and issue process. They are proactive in troubleshooting existing and potential delays, and provide you with regular status on your pending cases. Advanced Solutions - When your sales support needs go beyond the ordinary to the extraordinary, we can provide the experts you need in areas of executive benefits and advanced estate, business, wealth management, and insurance planning. Through our many A+ rated carriers, we have access to experienced specialists - attorneys, CPAs, case design consultants and financial planning experts. Plus a vast library of software, concept materials and online legislative and case law updates. Here are just a few of the areas in which we can provide turnkey solutions: Advanced Consultation - Benefit planning for key employees Accumulation and distribution planning for owners and employees Business owner succession Estate planning for business owners and key employees Wealth management for business owners and key employees Consultation with clients advisors Case Design Case consultation and design Advanced sales ideas and concept packages Concept illustration Wealth Management and Needs Analysis Complete solutions for financial and retirement needs using he most up-to-date tools for fee-based and non-fee-based personal and business planning.

4 Harry S Truman Association of Insurance & Financial Advisors of Lee s Summit, Missouri, is sponsoring its second annual Golf Tournament For the benefit of: VALLEY VIEW ALTERNATIVE SCHOOL MONDAY, June 11, 2007 at 11:00 AM Lakewood Oaks Country Club 651 NE St. Andrews Cir Lee s Summit, MO $100 PER PERSON Check payable to Harry S Truman AIFA Includes: Green Fee and Golf Cart as well as Lunch and Dinner Proceeds: Incentives for Students 2006 Flight A Winners: Bob Watson, Rich Montgomery, Gary Noble and Joe Good Please mail entry fees to Shirley Boston-Otis 6152 NE Kensington Dr Lee s Summit, MO Contacts for more information: Jill Courter, 2006 winner of the Putting Contest and Longest Drive Mark MacKay msmackay@ft.newyorklife.com or Shirley Boston-Otis sbotis37@hotmail.com Tara Grauberger and Angie Baich, teachers at Valley View School, helped with registration last year

5 Pictures from Firefighters Recognition Dinner Left: Belton Right: Grandview Left: Independence Right: Lee s Summit Left: Prairie Township Right: Raytown Below: South Metro

6 NAIFA 2007 CONVENTION AND CAREER CONFERENCE September 8-12, 2007 Washington, DC Registration is Open! Register Early and Save $80! Washington, D.C. is the place to be this September as NAIFA presents A Capital Idea: The 2007 NAIFA Convention and Career Conference at the Hilton Washington. Events like NAIFA s Day on the Hill; top speakers like Keith Harrell, a.k.a. Dr. Attitude; educational workshops; networking opportunities and many issues surrounding association governance will make this a vital event for NAIFA members to attend. Find out more about the 2007 NAIFA Convention and Career Conference at Register early and save $80 on your registration! And don t delay in making your hotel reservation at the Hilton Washington. The 2007 Convention and Career Conference is likely to attract record attendance. The Hilton Washington is the official convention hotel. NAIFA attendees are eligible to receive a special rate of $199/night plus tax (single or double). To take advantage of the special NAIFA room rate and to reserve your room at the Hilton Washington, call HILTONS and reference the NAIFA Convention and Career Conference. To find out more about the Hilton Washington or to make your reservation online, go to www1.hilton.com/en_us/hi/hotel/dcawhhh-hilton-washington-district-of- Columbia/index.do. Be sure to enter group/convention code NAI when making your reservation. The Hilton Washington is located at 1919 Connecticut Ave. NW, Washington, DC Please note: There was a typographical error made on the housing form printed in the 2007 Convention brochure that you will receive in your March issue of Advisor Today. The correct phone number for convention hotel reservations is HILTONS ( ). Please be certain to use this number to make your hotel reservations. We apologize for the error.

7 THE NEW NAIFA ONLINE LEADERS TRAINING CENTER Purpose: To complement the current Leaders Center and maintain a centralized library with the capability of providing interactive training for a host of programs as well as restricted access for such programs as LSP and LILI. How to access the center (two options): 1. Go through the NAIFA website On the lower right, select the Leaders Center tab - On the right under the Spotlight section, click the Online Leaders Training Center link 2. Go directly to Log in information: This is not an individual login but an association login. - An Online Leaders Training Center address has been created for each state and local association using the association ID number (e.g., @naifa.org) and your state name (e.g., California case sensitive) will be the password. - The address and password will be needed to enter the center. Passwords have been communicated to all states (Association Executives, Presidents, Presidents-elect and Membership Chairs) including the District of Columbia, Guam and Puerto Rico. States were also provided the local association password list for locals within their state. To ask a question regarding the Centers functionality and/or content: Click the? on the bottom of the main screen to NAIFA staff at trainingcenter@naifa.org. To open (yellow) curriculum folder: Click the + to the left of each curriculum folder to view the available media within the folder or click open all at the top left of the screen. To close (yellow) curriculum folder: Click the - to the left of each curriculum folder or click close all at the top left of the screen. To play media within a (yellow) curriculum folder: Click to highlight (a brief description will appear on the right side panel) and then click PLAY. To return to the curriculum/course list, click the arrow in the upper right corner. Curriculum and Media: We will continue to update and develop new curriculum and media to add to the library. Center highlights: Scrolled messages will appear at the bottom of the main screen highlighting key information. To exit the Center: Click the X on the bottom right of the screen.

8 Brent Ewert, AAMS Brent Ewert joined Lawing Financial Group (LFG) in 2005 as an investment advisor. Brent adds more than 15 years of industry experience to LFG s already tenured staff of qualified associates. As a member of LFG s Investment Advisory Committee, Brent is also charged with reviewing market conditions, individual client portfolios, asset allocation models and overall economic factors affecting investment returns. Brent spends the majority of his day meeting with individual clients and business owners. Even before joining LFG, Brent expressed a strong entrepreneurial spirit when running a local branch for a large national brokerage firm. Brent's prior industry experience includes, but is not limited to customer service, research, corporate retirement planning, equity and precious metal trading, as well as brokerage training, policy making and wealth management for individual investors and business owners. Reach Brent At (816) Brent is a past member of the American Society of Pension Actuaries (ASPA) and has consistently been recognized among his peers as a leader in both production and client development. Brent earned his Bachelor of Arts degree in Communication Studies from the University of Missouri Kansas City. He has furthered his education by obtaining his NASD Series 7, 63 and 66. He has also received the AAMS designation (Accredited Asset Management Specialist) from the College for Financial Planning. Brent currently serves the Raymore Chamber of Commerce as President; the Raymore-Peculiar Citizens for Children Committee as Chairman; the Raymore Citizen's Advisory Board on Annexation as Chairman and as a member of the Mayor s Economic Development Host Team for the City of Raymore. He is a former commissioner of the Raymore Planning and Zoning Commission. Brent enjoys music, travel and sports. But most importantly, Brent enjoys spending time with his wife of more than18 years and his 3 children.

9 Luncheon Programs and Special Events National Association of Insurance and Financial Advisors Harry S. Truman Chapter Luncheon programs held at Lakewood Oaks Country Club, Lee s Summit, MO 11:30 am to 1:00 pm September 14, 2006 The Living Value of Permanent Life Insurance: Our Industries Greatest Secret Mark Beiting, Wealth Advisor, National LEAP System Trainer, Orizon Investment Counsel will provide insights on how to understand and explain the true Living Value of Permanent Insurance. This is a timely subject since September is also Life Insurance Awareness Month. As a national trainer for the LEAP system of selling permanent life insurance and over 25 years in the insurance and investment business, Mark has a wealth of hands-on experience to share with our group. October, 12, 2006 Missouri Legislative Elections: Let s Hear from Our Local Candidates NAIFA members attending this luncheon will hear from our local Missouri Legislative candidates. You will find out who they are, what they believe in, and where they stand on issues of importance to insurance and financial advisors. This is a great opportunity to be a more informed voter, network with your fellow NAIFA members, and enjoy another great lunch at the beautiful Lakewood Oaks Country Club. November 9, 2006 Successful Insurance and Financial Services Marketing to Today s Professional Women Cindy Richey, CFP, CLU, CFC, President of Prosperity Planning, Inc. will pass on her valuable tips and expertise in marketing to professional women. Cindy is sure to help you be more effective in developing and maintaining quality client relationships with today s professional women, a growing financial force in our country. December 14, 2006 Toys for Tots, United States Marine Corps Bring a Toy or a cash donation to this luncheon to help a worthy Marine Corp tradition. We will hear from our heroes, U.S. Marines, on how they are working for kids, and our country. NAIFA Industry Award Recipient Recognition Harry S. Truman AIFA members who are NAIFA National Quality Award or National Multi-Line Sales Award winners for 2006 will be recognized. January 11, 2007 The Control Point Drawer Your Key to Great Follow-Ups and More Kay Kotan, owner of Get Organized! In Independence will present this great system designed to getting and staying organized and prioritizing your day in 60 seconds. You can t afford to miss this easy-to-learn system presentation. It will change the way you focus, organize, and prioritize not only your business, but your life!. Continued on next page

10 February 8, 2007 Medicaid Today: What You Need to Know About Health Care Options and Medicaid Laws in 2007 and Beyond Ken Herring, JD, of the Elder and Disability Law Firm will shed light on the current federal and state laws affecting families faced with financially catastrophic disability, health care, and long term care situations. Ken s experience in helping families deal with estate planning and financial crisis management will help prepare you for the vital issues you need to know related to the explosion of the senior population in our country and its potential affect on health care entitlement programs. March 6, 2007 Missouri Association of Insurance and Financial Advisors Day at the Capitol. Members from MAIFA chapters around the state will visit the Capitol building in Jefferson City to visit legislators and let them know what issues are critically important for insurance and financial advisors and the clients they represent. There will be a panel made up of key legislators and representatives from the department of Insurance that will speak to our group. March 8, 2007 ID Theft and Protected Health Information Compliance Issues for Business Owners ID Theft and the protection of sensitive customer data is a growing personal and professional problem in our society. Mr. Rick Hemphill, Certified ID Theft Risk Management Specialist, will demonstrate the POWER of PrePaid Legal Services, Inc. Affirmative Defense Response System and how it can save HR Directors and Business Owners from possible bankruptcy and potential jail time. FTC Chairperson Ms. Betsy Broder has stated: "The FTC will act against companies that don't protect customers' data" April 12, 2007 How to Avoid the Family Funeral Crisis Frank Condon, national sales director with Fidelity Security Life, with over 35 years of experience in the design and marketing of interest sensitive products for the senior market, will provide his expertise on today s cutting edge final expense products and services. Learn how you can help your client s save time, money, and frustration, while also reducing their anxiety over preparing for life s one certainty. May 10, 2007 Fire Fighters Recognition Banquet at the Hilton Garden Inn 6:30 p.m. We will be recognizing several Fire Fighters from our area for their outstanding service. You won t want to miss this special event. Members can purchase discounted tickets and will be able to sell tickets to the public. MEMBERS ONLY can also buy special advertising for the event (call Mike Mickelson). This will be an opportunity for our Association to show the public who we are. For more information call Ron Wheeler at June 11, nd Annual Harry S. Truman NAIFA Golf Tournament at Lakewood Oaks CC. This annual four-person scramble event is a fundraiser for our local association and our adopted school Valley View High School. You will want to register early as we expect more golfers to participate in Contact Mark MacKay for an entry form, or msmackay@ft.newyorklife.com. Lakewood Oaks Country Club, 11:30-1:00 pm, unless noted differently