NAIFA-Minot New Member Orientation

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NAIFA-MinotNew Member Orientation

• National Association of Insurance and Financial
  Advisors

National http//www.naifa.org State
http//www.naifa-nd.org Local
http//www.minot-advisors.com
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Introduction
Welcome and thank you for being here.
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Objective Purpose of NAIFA

• Whether it is protecting your industry from
  unfair taxation or shielding it from stifling
  regulation that could harm your clients, NAIFA is
  always working to create a business environment
  that works for you

• For more than 100 years, NAIFA has been working
  to protect its members and their clients whenever
  legislation and regulations are proposed that
  could negatively impact their business and the
  products owned by our clients.

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Why be a member of this association?
Here are some questions to ponder

• How do you think the war in Iraq and Afghanistan,
  hurricane Katrina, floods, future disasters,
  potential terrorist attacks, 700 billion bank
  bailout and the monetary impact on our economy
  could force Congress to look to our industry for
  future tax revenue?

We, the Financial Industry, are 37 of all
tax-advantage instruments in the U.S. according
to the Tax Expenditure Book. Congress is looking
hard NOW as they need to raise revenue and not
raise taxes.
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Hunting Season

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A Stroke of a Pen

• A simple stroke of the pen could eliminate
  anyone of the tax advantages that our clients
  have been enjoying for years.

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Power behind our Success

• NAIFAs political prowess exists largely
  because of two constants in its
  government-relations arsenalAPIC and IFAPAC.

• APIC
• Advisors Political Involvement Committee is a
  group of NAIFA members who have developed and
  maintain influential relationships with state and
  federal elected officials.

• IFAPAC
• Insurance and Financial Advisors Political
  Action Committee
• A group of 15,000 NAIFA members who contribute
  nondues funds ranging up to 5,000 every year to
  a separate fund used to support the campaigns of
  candidates for federal and state legislative
  offices.

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NAIFA has clout
No one else has the ability that NAIFA and its
state associations have to do grassroots advocacy
on a truly grass roots level. We have members in
every congressional and state legislative
district in every state, and they can get in
touch with key policymakers when we need to be
heard.
Do you think anyone else with this kind of
clout is looking out for you and your livelihood?
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Key Benefits to membership in NAIFANAIFA
is your connection to .

• Unparalleled legislative regulatory advocacy.
  NAIFAs fundamental role and primary reason to
  exist is to be the advocate for the agent/advisor
  and the clients we serve. Advocacy is NAIFAs
  core business.

• Strength in numbers 60,000 members strong and
  growing

• Networking, sales ideas, and practice
  specialties. NAIFA delivers member benefits that
  give our members a competitive advantage in
  todays insurance and financial services
  marketplace.

• Lifetime learning, education, and professional
  development. Every tool and resource for building
  a successful business and a healthy bottom-line
  is available through NAIFA

• Financial freedom for your clients and financial
  independence for yourself (One study shows that
  NAIFA members produced 62 more premium and wrote
  40 individual policies than their non-member
  colleagues).

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NAIFA Local Activities

• Monthly meetings with CE Credits varies by
  local
• Meals (check with local to see if meal included
  in dues)
• Legislative Forum
• Annual Blitz (generally 5 to 10continuing
  education credits)
• Motivational speakers
• Annual State Convention
• Opportunity to get involved in the leadership
  of the local association or state
• Annual Golf Outings
• Access to our locals sales and marketing
  site

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Eagles flock together for their
protectionProving there is safety in numbers.
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Call to Action

• -- Theodore Roosevelt

Every man owes a part of his time and money
to the business or industry in which he is
engaged. No man has a moral right to withhold his
support from an organization that is striving to
improve conditions within his sphere."
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What well be discussing

• Professional Development
• LILI
• Leadership
• Local Leadership
• State Leadership
• Awards
• Professional designations

• Advocacy
• Website Access
• Local
• State
• National
• Practice Resources
• Sales Tips
• Tools to build your business

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Advocacy

• Advocacy
• Legislative Advocacy
• You protect your clients futures, NAIFA fights
  for the future of the profession by
• Taking a stand on issues that affect our members
  such as STOLI, plus other issues that protect the
  products that you have already sold your clients
• Influencing political opinion through Political
  Action and Involvement Committees APIC

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Advocacy - continued

• Advocacy
• Mobilizing and informing members on topics of
  interest and through

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Advocacy - continued

• Advocacy
• Mobilizing and informing members on topics of
  interest and through

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Advocacy

• Legislative
• State
• State Action Alerts
• State GovAlerts
• National
• National Action Alerts
• National GovAlerts

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State Government Alerts
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Website Accesswww.naifa-nd.org/legislative
Lookup your zip 4 and enter in the boxes to the
left
Then click button below
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(No Transcript)
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Website Access
NAIFA National www.naifa.org Federal Issues

• National Federal Legislative Issues

• State State Legislative Issues

• Local - Grassroots

NAIFA-ND www.naifa-nd.org State Issues
NAIFA-Locals http//www.minot-advisors.com
Grassroots
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Website AccessNAIFA-Minot www.minot-advisors.com

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Website AccessNAIFA-Minot www.minot-advisors.com

Calendar of Events of all activities
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Website AccessNAIFA-Minot www.minot-advisors.com
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Website AccessNAIFA-Minot www.minot-advisors.com
Email gwtw_at_srt.com for username
Email gwtw_at_srt.com for password
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Website AccessNAIFA-Minot www.minot-advisors.com
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Website AccessNAIFA-Minot www.minot-advisors.com
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Website AccessNAIFA-Minot www.minot-advisors.com
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Website AccessNAIFA-Minot www.minot-advisors.com
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Website Access NAIFA-ND ww.naifa-nd.org
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Website Accesswww.naifa-nd.org/legislative
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Practice ResourcesSales Tips
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Practice ResourcesSales Tips
Login xxxx password xxxx Email
gwtw_at_srt.com for username and password
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Practice ResourcesSales Tips
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Practice ResourcesMember Benefits Virtual
Library
www.naifa.org
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Practice ResourcesMember Benefits Virtual
Library
www.naifa.org
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Practice ResourcesMember Benefits Virtual
Library
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Practice ResourcesMember Benefits Virtual
Library
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Professional DevelopmentLILI
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Professional DevelopmentLILI
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Professional DevelopmentLILI
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LILI
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LILI
If interested, send an email to anyone on the
leadership team
Or send an email to gwtw_at_srt.com Vanda
Campbell, Executive Secretary
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Leadership Local (Executive Committee)
All of these are listed on the website
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Leadership Local (Board of Directors)
All of these are listed on the website
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Leadership Local (Committee Chairs)
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Professional DevelopmentAwards
We're committed to recognizing the outstanding
work of our members and recognize them annually
for their commitment to achievement

• Association Awards
• Industry Awards
• Special achievement Awards

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Professional DevelopmentAwards
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Professional DevelopmentAwards
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Professional DevelopmentProfessional Designations
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Professional DevelopmentProfessional Designations
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Professional DevelopmentProfessional Designations
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Professional DevelopmentProfessional Designations
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Professional DevelopmentProfessional Designations
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Involvement
Thank you for taking the time to be here for this
orientation
If youd like to step up your level of
involvement, talk to me or one of the other
members on the leadership team.
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Thank You!
Final note NAIFA needs to grow to be effective.
Help us grow membership. Do you know of other
agents or reps that would be candidates for
membership?