James A. Farden, CLU, RHU, DIA Member Benefits Chair Monica H. Bellizzi, RHU, LUTCF, CSA Program Chair Member Benefits Webinar August 10, :00 am – 11:00 am 1

Mentoring Chal I. Daniels, III Mentoring Chair, Communications Chair and State Vice President 2

Ask yourself the following questions….. 3% Do you have a keen sense of purpose and direction? 3% Does your business have a clear focus? 3% Are you ready to give back and help out a younger advisor? 3% Are you looking for a way to pass on your business? * = Yale did a study, the 3% of the class who started with clear goals, held 97% of the wealth after 20 years. 3

Get a mentor, get a plan and get going! or Become a mentor, help a friend and be ready for the next level. 4 I 2 = Terminal For ways to avoid a ‘terminal’ business visit; Wisdom is knowledge, rightly applied. Source unknown

Responsibilities of the Program Chair Monica H. Bellizzi, RHU, LUTCF, CSA Program Chair 5

Understanding Basics of a “Good Program”  Substance ~Great Speakers / Timely Topics  Function ~Event goes smoothly ~Plan Year's Meeting ~Schedule speakers ASAP ~Event Goal - to have a great meeting  Style ~Welcome speaker ~Be enthusiastic and comfortable 6

7 Understanding the Basics of a Good Program (Continued) 1. SUBSTANCE:  Meeting Focus ~Sales Ideas ~Motivation / Inspiration ~Practice Management / Time ~Management ~Advocacy ~Economic / Political Climate: “Trends”  Think Outside The Box ~Use Local Talent ~Professionals / Chamber of ~Commerce ~Allied Organizations

Understanding the Basics of a Good Program (Continued) SUBSTANCE:  Number of meetings/Programs/Events ~May: Disability Income Awareness Month ~September: Life Insurance Awareness Month  Meeting Content ~No focus on a particular product ~Company neutral ~Transferrable and "Safe" ideas of value 8

Understanding the Basics of a Good Program (Continued) 2. FUNCTION:  Utilize the resources available to make your job easier  Read NAIFA's "Successful Meetings Association Guide"  Use the Program Checklist 9

Understanding the Basics of a Good Program (Continued) 3.STYLE:  Welcome speaker warmly  Talk about your Local  Introduce Board to speaker  Make sure speaker has all he/she needs to do a great job  Don’t forget a thank you gift and letter 10

Resources Speakers:  Where do you find them? ~NAIFA-California Speakers Bureau - Power Speaker/Leadership Section ( ~MDRT ~Local peers ~Referrals from Industry Colleagues 11

Speakers Package Online – For Program Chairs  “Program Chairs Checklist”  “Speaker Guidelines” to be given to speaker  “Speaker Agreement” to be used for your convenience  “Speaker Release & Hold Harmless Agreement” ~Speaker to sign / make speaker presentation available electronically  “Program Chairs Referral Form” ~Add another speaker to NAIFA-California Speaker Bureau 12

Other Program Chair Resources  Speakers Bureau Power Speakers / Leadership page Speakers Package  "Successful Meetings Association Guide” Information on how to run various meetings, awards, etc. 13

Member Benefits James A. Farden, CLU, RHU, DIA Member Benefits Chair 14

Member Benefits  Access to: ~Professional Liability Insurance (E & O) ~Disability Insurance ~Discounts on: Copytalk FedEx®/UPS Macys Mozy.com Staples T-Mobile For a complete list, go to  Tools to make your business a success 15

Member Benefits  Power of NAIFA / 200,000 members and associates strong  Government Relations/Political Action  Information /Resources on Website  Educational Programs (Designations/CE)  LILI -Leadership in Life Institute  “Advisor Today”  Online Virtual Library  Sales Training  YAT - Young Advisors Team 16

NAIFA Member Benefits Brief: Leaders Edition – June 2011 Dear NAIFA Leader—NAIFA National is pleased to launch a new initiative to assist you in communicating the value of NAIFA membership utilizing NAIFA Member Benefits. Each month you will receive an e-flyer that highlights a specific product, program or service offered through NAIFA. It will include a direct link to the NAIFA website for the featured benefit, a PowerPoint slide that can be used at local meetings or presentations, and a flyer that can be downloaded and printed for distribution as a marketing piece. 17

Staples and Standard & Poors 18

Staples and Standard & Poors With the Staples Advantage® Program, shopping and saving money is easy. NAIFA members apply for the program via StaplesLink.com, an online ordering solution offering live pricing, shopping lists, immediate access to over 30,000 products and more! 19

Staples and Standard & Poors The Newsletter On Demand (NOD) service available from Standard & Poor’s Financial Communications allows you to create an HTML with up to five market-relevant articles. Target your market and customize your e-communications with a photograph, company logo, colors, and contact information. 20

Staples and Standard & Poors Staples: Sign up today at ormId= or call and mention you are NAIFA Member. ormId= Standard & Poors: Sign up today at dex.vm?client=naifa dex.vm?client=naifa 21

Cooperative Advertising Program Rules The LIFE Foundation will refund a state or local NAIFA association 50 percent of its advertising expenses incurred when placing any of LIFE’s ads in consumer publications as part of Life Insurance Awareness Month (LIAM) in September The maximum refund allowed is $2,000 per association. When applicable, production costs such as ad resizing will be an additional expense to be paid by the state/local association. Participation in LIFE’s Co- op Program and subsequent reimbursement require adherence to all program rules. Any deviation from these rules will result in no advertising reimbursement. 22

Leadership In Life Institute Larry M. Lambert, CLU, CFP, RFC LILI State Chair and Moderator 23

Young Advisors Team (YAT) Nickelle Leist YAT State Chair 24

Social Media Task Force Ryan J. Pinney, CSFP Social Media Task Force Chair 25

Multiline Task Force Peter C. Kuo Multiline Task Force Chair 26

Resources: 27