NAIFA - Syracuse 606 State Tower Bldg. Syracuse, NY Phone/Fax:

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1 s y r a c u s e The Syracuse Advisor NAIFA - Syracuse 606 State Tower Bldg. Syracuse, NY Phone/Fax: January Meeting Topic: EXERCISE YOUR POTENTIAL Speaker: BRETT M. DAVENPORT, LUTCF, CLF, CLTC BMD Leadership Institute, Inc. (See complete bio attached) Date: Thursday, January 19, 2012 Place: Justin s Grill 6400 Yorktown Circle, E. Syracuse, NY Time: 12:00 Noon (Sharp!) 1:30 P.M. Cost: $20.00 Luncheon Buffet/Program Make your reservation today through your Agency Key Person. If you do not have an Agency Key Person, please fax your reservation to Portamedic (Fax # ) or call them at # no later than the reservation deadline. Even if you are a Season Ticketholder, you must make a reservation. NOTE: YOU CAN REGISTER ONLINE AT by clicking on the event page and following the instructions for registering RESERVATION DEADLINE: FRIDAY, JANUARY 13, 2012 ATTENTION: Following this program, NAIFA-Syracuse will offer a two credits Continuing Education class at Justin s. To reserve your space, please see flyer and reservation form attached to this newsletter which will give you the full details.

2 BRETT M. DAVENPORT Brett Davenport is the President and Chief Executive Officer of BMD Leadership Institute, Inc. He is a motivational speaker and a leading authority on Personal Sustainability, Goal Attainment and Leadership. He is the author of the book Coaching Your Way to Success, 50 tips for achieving success in all areas of your life. His primary role is that of an Executive Coach where he works with leaders to strategically improve the bottom line, motivate and inspire others, and set goals both personally and professionally. He is also the Founder of Empire Financial Network, Inc. Empire Financial Network is a New York Based Company focused on recruiting, wholesaling fixed annuities, life and long term care insurance, consulting successful individuals, corporations and businesses through their network of strategic alliances. Mr. Davenport has been in the financial services industry for twenty-four years. He is known for his exceptional work and business relationships in the New York financial community, including his affiliation with key financial associations such as MDRT, GAMA, NAIFA and the Syracuse Association of Insurance & Financial Advisors. Prior to founding Empire Financial Network and BMD Leadership Institute, Mr. Davenport held the position of Senior Vice President Sales New York at Roster Financial where he was responsible for driving sales and integrating Roster s value proposition within the New York community through their brokers. His years of experience and leadership have helped to lay the foundation for Roster s success in the New York market for years to come. Before joining Roster Financial, Mr. Davenport was responsible for building and developing Bankers Conseco Life Insurance Companies New York expansion from the ground up. In-addition, he held management positions of increasing responsibility with Prudential Financial for seventeen years. In the past, he has qualified for the prestigious MDRT, has led many organizations to the #1 spot and currently holds the designations of LUTCF, CLF and CLTC. Brett and his wife Joanne have owned and operated a Quiznos Restaurant since He grew up in the small upstate NY town of Bainbridge, to which he credits his values and passion for people. He has a Master of Science in Management from The American College in Bryn Mawr, PA. He is a Dale Carnegie graduate, coaches High School Varsity Ice Hockey, and has been married to his wife, Joanne, for twenty years. Together, they have two wonderful boys, Connor and Harrison.

3 JANUARY 2012 PRESIDENT S PAGE By Lisé J. Hodinger, LUTCF Dear Members, As I look forward to 2012 I m inspired by the fact that I work with such amazing people. The NAIFA Syracuse Board works hard to bring extra value to your membership, and the quality of our 2012 meetings will be a testament their effort. We have a full schedule in 2012 filled with great speakers and CE Classes, and I m hopeful that you will all be able to join us. By now you should have received your updated membership directory, please take a moment to update your calendars with the meeting dates for By this time I m sure most of you have formulated a plan for 2012, as part of your member benefits, NAIFA conducts several webinars for you each month. In December they had one on how to write a complete business plan on one page using key words and phrases. You can access all webinars at NAIFA.ORG, what a great way to start out the New Year! NAIFA s main mission is to protect the business interests of insurance professionals and the commensurate financial security interests of their clients. We must continue to grow and strengthen our advocacy efforts in ways best designed to promote, protect and defend the role of professional producers and the significant benefits that they provide to their clients. Membership plays a key role in the success of our advocacy, current members can t do it alone and we need your help. Please get your associates to join their professional trade advocacy organization, (NAIFA), today! It s vital to our profession, our careers and our future! Happy New Year!! I look forward to seeing all of you in Lisé Hodinger lise@thewebbagency.com

4 NAIFA-SYRACUSE CONTINUING EDUCATION PROGRAM FOLLOWING JANUARY 19, 2012 NAIFA-SYRACUSE LUNCH MEETING TO RESERVE FOR THIS CE SEMINAR, YOU MUST RETURN THE RESERVATION FORM BELOW WITH YOUR CHECK, A COPY OF YOUR LICENSE, AND A CHECK PAYABLE TO NAIFA-SYRACUSE DATE: Thursday, January 19, 2012 TIME: 1:45PM 3:45PM LOCATION: Justin s Grill, 6400 Yorktown Circle, East Syracuse, NY COST: NAIFA Members - $20.00 Non-Members - $30.00 COURSE: Taxation and Life Insurance Planning (2 Credits) NYS Approval NYCR Approved for the following licenses: C1 - Life Consultants, LA - Life/Accident & Health Agents, and LB - Life Brokers Offered by: Guardian Life Insurance Company of America c/o Berkshire Life Insurance Company of America INSTRUCTOR: Peter Holmes, CLU, ChFC, RHU, REBC The class starts at 1:45 PM Sharp! YOU MUST BE THERE ON TIME AND STAY FOR THE FULL CLASS TO GET CE CREDITS To: Gary Cappon, CLTC Guardian Life Insurance Co 15 Technology Place East Syracuse, NY Phone: x303 Please reserve a place for me at the January 19, 2012 Continuing Education Seminar at Justin s Grill from 1:45pm to 3:45pm. Attached is a copy of my license and a check, payable to NAIFA-Syracuse in the amount of: $20.00 NAIFA Member Name: $30.00 Non-Member Phone: Last 4 digits of my Social Security number:

5 Columbian Mutual and Unity Mutual have joined forces to provide you with an even stronger company with a combined 237 years of experience, making the new Columbian Mutual one of the senior companies in New York. If you need a TRUE Guaranteed Issue product for your SENIOR MARKET, WE HAVE IT! Guaranteed Issue: No Exams, No Blood Participating Whole Life Insurance Product Issue Ages: Maximum Death Benefit: $25,000 Refers to Policy Form No NY Rev 10/07. Three year modified benefit period Competitive Compensation Guaranteed Cash Accumulation rate of 5% For information about our exciting opportunities contact James M. Smith, CLU, CEBS Offering more options for your clients insurance needs. Great Companies Great Service Great People Life Annuities Disability Group Benefits Long Term Care KAFL Insurance Resources supports the important work of NAIFA - Syracuse Making Brokerage Easy Since Allen Street, Suite 300, Rochester, NY FAX:

6 We know a good investment when we see one. That s why we re a proud sponsor of NAIFA -Syracuse Paul Dodd is pleased to support the important work of NAIFA-Syracuse. A strong partnership in making our community a better place to live and work. Paul Dodd ChFC, CLU, MDiv Managing Partner The Greater New York Group nmfn.com/thegreaternygroup The Northwestern Mutual Life Insurance Company, Milwaukee, WI (Northwestern Mutual). Richard Paul Dodd is a General Agent of Northwestern Mutual (life and disability insurance, annuities) and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC (securities), a subsidiary of Northwestern Mutual, brokerdealer, registered investment adviser and member FINRA and SIPC.

7 B r i n g Y o u r C h a l l e n g e s. c o m EVERY CHALLENGE IS AN OPPORTUNITY EVERY CHALLENGE IS AN OPPORTUNITY WITH PROGRESS WITH COME PROGRESS CHALLENGES COME CHALLENGES Let s make today the day Let s make today the day we start tackling your biggest we start tackling your biggest financial challenge. financial challenge. Matthew Dauksza, CLU Managing Director The Prudential Insurance Company of America 5786 Widewaters Pkwy, Widewaters Ix Dewitt, NY Tel Fax Matthew.Dauksza@Prudential.com CA Insurance License Number 0H08607 Matthew Dauksza, CLU Managing Director The Prudential Insurance Company of America 5786 Widewaters Pkwy, Widewaters Ix Dewitt, NY Tel Fax Matthew Dauksza, CLU Matthew.Dauksza@Prudential.com Managing Director CA Insurance License Number 0H08607 The Prudential Insurance Company of America The Prudential Insurance Company of America, Newark, NJ Prudential, the Prudential logo and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities The Prudential Insurance Company of America, Newark, NJ Prudential, the Prudential logo and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities

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10 It PAYS to be a Member of Let YAT reimburse your NAIFA Membership! Are you a )rst,me NAIFA member? 3ave you a5ended one or more YAT events? Then you qualify! Must sign up a s a NAIFA membe r by February 16th in order to qualif y! Aontact Carren Grahame (607) or yatsyracuse@gmail.com

11 300 Merrick Road, Suite 410 Lynbrook, NY Phone: (212) Fax: (212) WHY NAIFA Two years ago, the Board of Directors of the NAIFA NYS began a structural and strategic rehabilitation of your professional trade advocacy organization in order to most effectively and comprehensively accomplish the primary mission of the organization: To protect the business interests of insurance professionals and the commensurate financial security interests of their clients. The field distribution system remains under siege, and we must continue to grow and strengthen our advocacy efforts in ways best designed to promote, protect and defend the role of professional producers, and the significant benefits that they provide to their clients through the delivery of valuable products, service, guidance and advice. We do that by committing all of our resources (people, time & money) toward the ongoing and constant advocacy process (with legislators, regulators, consumer groups, media groups, peer trade groups and with the carriers). Our relevance as a professional trade advocacy organization is measured by the size of our membership, the number of active political contacts that we have (with legislators), and our ability to raise money for our Political Action Committee PAC (so that we can continue to have access to legislators). Our duty as a professional producer is to support the mission of our advocacy organization by paying our dues, becoming a contact for our local legislators, contributing to our PAC, and by promoting our association to others who are making a living in this noble profession but who fail to associate or contribute their fair and equitable share (in the form of their membership dollars). Please take a moment, if you haven t already, to renew your membership or to get one or more of your associates to join. Visit the NAIFA NYS website at to view our legislative agenda for the year, see the membership literature that reinforces why you should be a member, and to find additional information about how to become a contact for your legislator and how to make a contribution to our PAC. You will also find easy access and links to membership applications and/or to the NAIFA website where you can join/renew online. Membership is our key to remaining relevant our members are our only and best allies there is strength in numbers, and with the strong support of our core constituents, we can and must continue to make a difference.

12 IMPORTANT INFORMATION ON CONTINUING EDUCATION We would like to remind you that license renewal for Life and Health agents in New York State requires fifteen (15) hours of Continuing Education. Renewal is based on your date of birth biennially (every two years). If your year of birth is EVEN, your license must be renewed before your birthday in If your year of birth is ODD, your license must be renewed before your birthday in NAIFA-Syracuse adds value to your membership by offering regularly scheduled CE courses usually before or after our monthly meetings. * * * NAIFA-Syracuse 100% Agency Membership In order for agencies to qualify for this NAIFA-Syracuse Award, all agents in the agency, contracted prior to September 1, 2011, must be PAID members of NAIFA prior to March 1, A special presentation and recognition of this award will be held at the May 17, 2012 breakfast meeting. * * * VISIT OUR WEBSITE AT New Year! ADVERTISING POLICY NAIFA-Syracuse realizes that its members are fully aware of their individual contractual and moral obligations. We publish limited advertising in our newsletter from various companies and agencies to keep our entire membership informed. Our advertisers are fully aware that an agent s own company agency is his/her primary source and that serving his/her clients is the agent s primary responsibility. Our advertising policy reflects this awareness.