James A. Farden, CLU, RHU, DIA Member Benefits Chair Monica H. Bellizzi, RHU, LUTCF, CSA Program...
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James A. Farden, CLU, RHU, DIA Member Benefits Chair Monica H. Bellizzi, RHU, LUTCF, CSA Program Chair Member Benefits Webinar August 10, 2011 9:00 am – 11:00 am 1
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Transcript of James A. Farden, CLU, RHU, DIA Member Benefits Chair Monica H. Bellizzi, RHU, LUTCF, CSA Program...
James A. Farden, CLU, RHU, DIAMember Benefits Chair
Monica H. Bellizzi, RHU, LUTCF, CSA Program Chair
Member Benefits Webinar
August 10, 2011
9:00 am – 11:00 am
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Mentoring
Chal I. Daniels, III Mentoring Chair, Communications Chair
and State Vice [email protected]
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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.
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Get a mentor, get a plan and get going!orBecome a mentor, help a friend and be
ready for the next level.
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I2 = Terminal
For ways to avoid a ‘terminal’ business visit;
http://www.mdrt.org/membership/MDRTMentoringProgram.asp
Wisdom is knowledge, rightly applied. Source unknown
Responsibilities of the Program Chair
Monica H. Bellizzi, RHU, LUTCF, CSA
Program [email protected]
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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
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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
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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
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Understanding the Basics of a Good Program(Continued)
3. STYLE:
Welcome speaker warmlyTalk about your LocalIntroduce Board to speakerMake sure speaker has all he/she needs to do a great jobDon’t forget a thank you gift and letter
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Resources
Speakers:
Where do you find them?
~ NAIFA-California Speakers Bureau - Power Speaker/Leadership Section(www.naifacalifornia.org)
~ MDRT
~ Local peers
~ Referrals from Industry Colleagues
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Speakers PackageOnline – 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
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Other Program Chair Resources
www.naifa.california.org• Speakers Bureau• Power Speakers / Leadership page• Speakers Package
www.naifa.org• "Successful Meetings Association Guide”• Information on how to run various meetings,
awards, etc.13
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
www.naifa.org/benefits/preferred/ Tools to make your business a success
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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
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• • • 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.
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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!
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Staples and Standard & Poors
The Newsletter On Demand (NOD) service available from Standard & Poor’s Financial Communications allows you to create an HTML email with up to five market-relevant articles. Target your market and customize your e-communications with a photograph, company logo, colors, and contact information.
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Staples and Standard & Poors
Staples: Sign up today at http://linkregistration.stapleslink.com/c/s?RegFormId=624541 or call 877-826-7755 and mention you are NAIFA Member.
Standard & Poors: Sign up today at https://fc.standardandpoors.com/ondemand/index.vm?client=naifa
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• 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 2011. 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.
•
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Leadership In Life Institute
Larry M. Lambert, CLU, CFP, RFC LILI State Chair and Moderator
Resources:
www.naifacalifornia.org
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