E-News. National Association of Insurance and Financial Advisors-Maine March 2011

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1 E-News PO Box 2695 Bangor, ME fax President s Message The Sales Congress Committee is hard at work putting the finishing touches on what will be a spectacular event! There will be something there for everybody so grab your favorite non-member and please join us May 18 th for a day of education and motivation. Speaking of non-members; gather the troops and get ready for our membership drives. As an incentive to recruit new members during March Membership Month, Terry Headley announced that each current NAIFA member who recruits three to five new members between Tuesday, February 22, 2011 and March 31, 2011* will receive a check from NAIFA for $ in April (Money is nontansferable to other members.) and each current NAIFA member who recruits six or more new members between Tuesday, February 22, 2011 and March 31, 2011* will receive a check from NAIFA for $ in April (Money is non-transferable to other members.) Recruit your leadership to help with your efforts. I know they will do all they can. Good Luck! Spring Education Day is right around the corner on April 5 th from noon to five at the Senator Inn in Augusta. We have two great presenters; John Pallaria who will be discussing 401k Hot Topics and Trends and Richard Abbondanza who will be discussing New Estate and Gift Tax Laws and how they affect non-traditional families. Please get your registrations in to Sue McKay as the class is filling up fast! Change is coming. It s challenging and sometimes uncomfortable. In all your years as a member have you ever witnessed the changes that will take, and have taken place in our organization and our industry? The NAIFA- Maine Board is committed to building an association that provides the advocacy needed to continue to protect our National Association of Insurance and Financial Advisors-Maine March 2011 Education Day and Sales Congress Registration Forms Inside This Issue clients interests and deliver the programs and educational tools you need to make that happen. I have a note on my desk that says And the day came when the risk to remain tight in a bud was more painful than the risk it took to blossom - Anais Nin- I can t even tell you how long it s been there, but I feel it stronger now than ever before. In anticipation of a positive vote on the merger of our local associations, Dan Bernier was kind enough to outline the process of dissolving our locals for us. Matt Tassey and his subcommittee have been busy preparing proposed new by-laws for review. On February 25 th the committee met and prepared a draft that will be distributed to the board of directors before March 9 th for their review. I wasn t here the last time the by-laws were written for an association. And as we continue to attract young professionals, I know I won t be the last President to ever make that claim. The Strategic Planning Committee was created when Jim Croft was President and charged with a vision of the new NAIFA- Maine. In anticipation of the changes, plans were made to move the Association Leadership Conference from the summer to the spring and be proactive in our approach to shaping our new association. I urge any interested members to let your local leadership know if you are willing to volunteer for a sometimes thankless, very rewarding position on one of our committees. The pay is priceless. Duke Marston, Warren Berger, Jim Croft, Sue McKay, Maureen Hedges, John Mosley, Dave Spellman, Laurie York, Sue Martin and all the local Presidents and boards: I can t say it enough how much I appreciate your dedication and commitment. Robin Thurston, NAIFA-Maine President Highlights In this Issue: Member Benefits You Can Share With Your Clients & Assist with Prospecting: Local Association Reports: Sales Congress Registration Form: Spring Education Day Registration Form: Special Thank you to our advertisers: NE Delta Dental, United Underwriters, Inc. and Matt Tassey with Principal Financial Group In Remembrance NAIFA-AV: Lisa Laliberte and Deb Crandall s mother, Jan Healey, passed away 1/21/2011 Maine Bureau of Insurance: Nica Latour passed away in January.

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3 NAIFA-Maine Proposed Slate of Officers for Fiscal Year 2012 Will Be Announced in Early March Additional nominations may be submitted with the nominee s permission, provided in writing in advance of the annual meeting May 17th, Names may be submitted to the Governance Committee at: NAIFA-Maine PO Box 2695 Bangor, ME NAIFA-Maine is pleased to announce NAIFA-Aroostook County members and NAIFA-Southern Maine members have voted to approve a merger with NAIFA-Maine. Historic NAIFA-Eastern Maine Meeting, March 17 The Board of NAIFA Eastern Maine recommends that the Eastern Maine Association merge with NAIFA-Maine as of July 1 st, There will be an official vote for the membership of NAIFA-Eastern Maine on March 17 th at noon. at Kosta s Restaurant in Brewer. Please make every effort to attend. Future meetings are planned for April 21st in Ellsworth, and June 23 in Brewer. NAIFA-Aroostook County Report Our last meeting took place on February 2, 2011 at Governor s Restaurant in Presque Isle. We had a unanimous vote in favor of the Merger. In addition, Max was voted in as as Regional Vice President for Aroostook County. We also discussed continuing our Legislative Day each year and also offering 1 or 2 Programs in a Box throughout the year. Lastly, we began to plan an evening event on April 6 th to recognize and honor our current membership. This event will take place at The Crow s Nest (formerly Slopes). After business was discussed, we viewed one of the Programs in a Box offered through NAIFA-Maine, Disability Insurance From an Attorney s Perspective. This was a very informative and well done 1-hour program worth 1 CE. Stay tuned for more information regarding our evening event at The Crow s Nest.. Nikki Shields, President NAIFA-Aroostook County Gary Levesque, President NAIFA-KV and Lisa Laliberte, NAIFA Trustee, met with Senator Whittemore, Senate Chair of the Insurance and Financial Services Committee, along with other NAIFA-KV members and Legislators at the NAIFA-Kennebec Valley Legislative Breakfast in January. 3 NAIFA-Maine March 2011

4 2011 Annual Convention & Sales Congress Howard Johnson Conference Center, Portland May 17 Annual meeting 4:30, Followed by dinner. May 18, the 52nd Annual Sales Congress Mark your calendars now! More information to come Robert Miller, M.S., M.A., President- Elect of NAIFA, will present: Advocacy at Work for You Brian D. Heckert, CLU, ChFC, AIF, QPFC of Nashville IL, will be our MDRT presenter. His practice focuses on retirement plan administration and using life insurance inside of qualified plans. His presentation is entitled: Turning Industry Involvement into an Investment Richard J. Petrucci, JR.,J.D.,CPA,CFP of East Providence, Rhode Island, specializes in several areas of planning for clients: financial, estate, business succession, asset protection, special needs, and elder law. The title of his presentation is: Small Business and Estate Planning Lisa Laliberte, CLU, ChFC, CASL, NAIFA Trustee, of Lewiston Maine, will introduce us to the latest in member benefits available through NAIFA. NAIFA in the 21st Century 4 NAIFA-Maine March 2011

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7 LUTC, CFP, CLU and ChFC Classes available For more information on a class in your area or to register: On line Seminar classes towards the CFP, CLU and ChFC designations for which NAIFA members receive a special discount ($ per student) are also included in the class lists at the address above. A testimonial from NAIFA-KV s Lynn Quirion. My online LUTC class was great, participants from all over the country. The technology was multi-dimensional and easy to use. I would highly recommend LUTC s on line course offerings! For more information contact: Howard Chelder The American College Professional Education tel: (610) , fax (610) howard.chelder@theamericancollege.edu Have you checked out the NAIFA-Maine website recently? Don t forget to visit the NAIFA website: NEW Free Benefits for NAIFA Members NAIFA ClientCast is a FREE monthly 24/7 podcast that is about Insurance and Estate planning strategies that is forwarded by you to your clients and prospects. NAIFA member David Allen said this about NAIFA ClientCast, "Thank you for making this podcast so easy to send to my client base. This is truly one of the best values I ve received from my 13-year NAIFA membership!" To be able to use NAIFA ClientCast like David did go to and register today! If you have questions go to info@myrealwealthprofessional.com or call (877) Two NEW and FREE Features Added to NAIFA's Virtual Library Two NEW and FREE features have recently been added to the Main Menu of the NAIFA Virtual Library. The Referred Lead Generator (RLG) is a "prospecting engine" that provides names of a current client's neighbors. These names can then be used to begin the referred lead process. The Target Market Generator (TMG) allows you to target all the doctors, lawyers, florists, etc. in a small city or zip code. "The NAIFA Virtual Library gives you the ability at the click of a mouse to print concept pages on countless numbers of sales concepts. This allows you to quickly prepare a professional presentation that can be used with a client where computer access is unavailable or undesirable. You can use it just one time and immediately pay for your NAIFA membership in multiples." Kevin Bell, JD, CLU, ChFC, NAIFA Member from Indianapolis, IN. Visit and login as a member to access these two new and free features. For more information, contact Teri Shaw, Marketing Director, Professional Development and Education at tshaw@naifa.org or Brought to you by NAIFA Member Benefits 7 NAIFA-Maine March 2011

8 Education Day April 5, :00-5:00 Senator Inn, Augusta To keep the cost of this event as low as possible, please have lunch before you arrive. These presenters are back by popular demand! Arriving late or leaving early will result in a reduction of credits SCHEDULE 11:45 Check In 12:00-2:00 ME (2 ces) 401 k Hot Topics and Trends A deep dive on retirement plans. Insight and trends discussed around 401(k), defined benefit, ESOP and non qualified deferred compensation. A review of the pension and IRA tax law changes and the opportunities available for the financial professional. Presenter: John J Pallaria, ChFC, CRPS, CFP, EA Director of Business Development, Principal Financial Group. Principal will report the CE credits with the Maine Bureau of Insurance. 2:00-2:20 Refreshment Break/ Check in/check out 2:20-5:00 ME (3 ces) "PLANNING FOR THE WORLD WE LIVE IN: NEW ESTATE AND GIFT TAX LAWS AND HOW THEY AFFECT NON-TRADITIONAL FAMILIES." This seminar will examine how the law affects our client s in second marriage and domestic partner relationships and the insurance that can help protect their families. Presenter, Richard J. Abbondanza, JD of Hopkinson & Abbondanza in Portland.. Name Address City Zip Code Mail or Fax Form NAIFA-Maine PO Box 2695 Bangor, ME Tel: Fax: Tel Maine Producer License Number Are you a NAIFA-Maine Member? Yes No NAIFA-Maine Members Non-Members 12:00-2:00: $30. 12:00-2:00: $40 2:15-5:00: $45 2:15-5:00: $55 Both Seminars: $70 Both Seminars: $90 12:00-2:00 2:15-5:00 Both Seminars Amount enclosed $ (payment by check preferred) VISA or Mastercard accepted. Card # Expiration Date: Amount $ Initial Authorization 8 NAIFA-Maine March 2011

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