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THE LATEST MEMBERSHIP NEWS FROM NAIFA-WEST VIRGINIA ~ OCTOBER 2016
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OFFICIAL FAMILY:
Click HERE for NAIFA-West Virginia's Officers and Board of Directors
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President's Message
Nick Ameli, Jr., CLU, ChFC, REBC
NAIFA-West Virginia President
FORTHCOMING
It's beginning to look a lot like Fall, and our Sales Congress is approaching rapidly. I hope each of you have set the date
Tuesday, December 13, on your calendar. The
NAIFA-WV Sales Congress will be held at Edgewood Country Club from 10:00 am to 3:00 pm. We have a wonderful line up of "MDRT" speakers for the event... please plan to attend!!
Do you sell LTC ? I am pleased to announce that NAIFA-WV & NAIFA Charleston will conduct a 4-hour LTC Certification seminar on
November 15, 2016 at Edgewood Country Club, Charleston WV. This class is required for all LTC agents by the State of WV. Details to follow.
According to a survey by NAIFA regarding The DOL's Fiduciary rule, two-thirds of financial advisers surveyed by NAIFA said they expect to lose some or all of their lower-to middle-income clients because of the Labor Department's fiduciary rule. For the same reason, 16% said they will stop offering retirement-related products or services. The rule "has a strong potential to be a very bad deal for consumers who are not wealthy, but who are trying to do the right thing for their families by preparing for the future."
The 2016 NAIFA Online Leadership Academy is live!
The Academy, an online program designed to train NAIFA leaders and executives, is available to assist you in your role as a NAIFA leader. Providing resources and updates on the various components of NAIFA, the Academy is a key resource available to help you have a successful association year. Take advantage of this valuable tool to help you lead and manage your association.
Again, let's get behind our organization to support our Sales Congress, our membership, and activities. Our careers may be in jeopardy.
Nick Ameli, Jr., CLU, ChFC, REBC
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Thank You to our Sponsors!
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For information on Sponsorship Opportunities with NAIFA-West Virginia, please contact Executive Director John E. Pauley, CLU, ChFC, CLTC at (304) 345-4343 or email
johnpauley@
ft.newyorklife.com.
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YOU'RE INVITED!
NAIFA-Charleston CE Opportunity and Membership Lunch Meeting
Tuesday, October 18, 2016
Edgewood Country Club,1600 Edgewood Drive, Charleston, WV 25302
 TWO 1-HOUR MORNING CE SEMINARS, 9:30 - 11:30 AM:
The New Role of the Health Insurance Broker
#102399, 1 Hour, 9:30 - 10:30 am
New Health Care & Voluntary Insurance
#102501, 1 Hour, 10:30 - 11:30 am
NO COST for NAIFA-WV Members and $40.00 for Non-Members. Includes lunch and CE filing fees.
CLICK HERE TO REGISTER ONLINE!
MEMBERSHIP LUNCH MEETING, 11:30 AM - 1:00 PM:
Funding for Success:
"What every agent needs to know that the illustrations DON'T tell you."
 GUEST SPEAKER:
Richard M. Weber, MBA, CLU, AEP
Dick Weber is a fee-only insurance expert, working as an Insurance Fiduciary for more than 20 years. A 50-year veteran of the life insurance industry, he has been a successful agent, an insurance company executive, software developer, and now a consultant to insurers and their agents on the topic of effective and ethical selling. MORE...
SPECIAL THANKS TO OUR SPONSORS!
Sales Representative, Employee Benefits Division
Phone:
(412) 421-4030 ext 3
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Director Of Business Development
Phone:
412-863-4573
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 Congratulations NAIFA-Charleston!
NAIFA-Charleston was named a Gold Achiever for the coveted 2015-2016 Jack E. Bobo Award of Excellence, presented by the National Association of Insurance and Financial Advisors (NAIFA). The award recognizes associations in the NAIFA federation that excel in areas critical to their success and growth over a one-year period. Those areas are professional development, advocacy, membership and governance.
"It's an honor to be recognized by the national association for the work we've done to be successful this year," said Terry S. Mathias, CLTC, 2015-2016 NAIFA-Charleston President. "Our goal is to provide insurance agents and financial advisors who are members with the tools they need to better serve their clients. With a strong association, then the people of Charleston benefit. Not only do our members follow a strict ethical code, but they have access to resources that help them stay well informed in this competitive industry. The people of Charleston and West Virginia should do business with a NAIFA member."
NAIFA-Charleston is one of only 17 local associations nationwide to achieve the Gold Level status. NAIFA-Charleston was recognized throughout the NAIFA Federation and at the NAIFA 2016 Annual Meeting in Las Vegas. NAIFA-Charleston's achievement was also promoted in the official NAIFA Awards Book distributed at the Annual Meeting.
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SPECIAL INVITATION FOR NAIFA-WV MEMBERS!
NAIFA-Columbus, Ohio presents the 5th Annual A Day With MDRT
Monday, October 17, 2016
7:00 a.m. - 3:00 p.m.
Nationwide Hotel and Conference Center
100 Green Meadows Drive South, Lewis Center, OH 43035
Featured speakers include Tom Hegna; Van Mueller, LUTCF; Congressman Patrick J. Tiberi; Simon Reilly; Terry K. Headley; and Paul Dougherty, LUTCF, FSS, HIA.
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NAIFA-WEST VIRGINIA SALES CONGRESS
Tuesday, December 13, 2016 | 10:00 am - 3:00 pm
Edgewood Country Club, 1600 Edgewood Drive, Charleston, WV 25302
TOP PRESENTERS SCHEDULED!
Congressman Evan Jenkins
Representing West Virginia's 3rd Congressional District
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Jules Gaudreau Jr., CIC, ChFC, LIA
NAIFA National Past President
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Robb Zbierski
Professional speaker, trainer and coach with
Freedom Personal Development
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Jeff Findling
Investment Product Consultant with New York Life
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Sponsorship Opportunities Available!
For more information, contact Executive Director John Pauley, CLU, ChFC, CLTC at
(304) 345-4343 or e-mail
johnpauley@ft.newyorklife.com.
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 FROM THE NAIFA BLOG:
Fidelity Investments Survey Finds DOL Rule Will Force Advisors Out Of The Business
Only 24 percent of broker-dealers and 19 percent of brokerage advisors in the Fidelity survey said the DOL rule will have a positive impact on their businesses. NAIFA survey respondents were even less sanguine, with 57 percent of NAIFA members saying the rule will have negative effects on their businesses, 27 percent saying it will have mixed effects and 3 percent saying it will have positive effects.
Fidelity found that the rule is forcing two-thirds of advisors to re-evaluate the types of clients with whom they are able to work. Smaller clients are likely to lose out, as 54 percent of the advisors said they are likely stop working with smaller clients or transition them into different accounts. The NAIFA survey found that 24 percent of advisors expect to lose all of their middle- and lower-income clients, and 41 percent expect to lose some of them. An additional 17 percent of advisors in the NAIFA survey are not yet sure how the rule will effect their ability to serve smaller clients.
ANOTHER SURVEY, SIMILAR RESULTS
A LIMRA Secure Retirement study reveals that 54 percent of Broker-Dealers believe some of their advisors will leave the business because of the DOL rule. Two-thirds believe the rule will increase complance costs and those cost increases will be passed along to consumers.
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Subscribe to Health Care Highlights!
Published by Thom Stevens, NAIFA-West Virginia Lobbyist
We are celebrating the 27th anniversary of our unique health care publication. Health Care Highlights is published weekly during the regular legislative session and monthly during the periods in between legislative sessions by the firm Government Relations Specialists, LLC.
Health Care Highlights provides a special focus on health topics of interest, legislative health deliberations, and a special section featuring the history and status of all health care bills introduced in the West Virginia state Senate and the House of Delegates.
For more information and to subscribe, please contact Thom Stevens, NAIFA-WV Lobbyist at 304-344-8466 or healthhighlights@aol.com.
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 NAIFA MEMBER BENEFIT OF THE MONTH
Join thousands of advisors nationwide for
Power Session LIVE powered by Real Wealth
Pairing Health & Critical Illness Insurance
Open Enrollment is fast-approaching! Take advantage of this opportunity.
- What you & your clients need to know about the ACA changes
- Why Critical Illness Insurance is growing in popularity
- How to sell Critical Illness Insurance to differentiate yourself
- PLUS a DoL Update: Complying with the new rules for a successful business transition.
ONLINE WEBINAR DATE: Friday, October 14th, 2016
TIME: 11:30 AM - 1:00 PM EDT
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION
 Ask a non-member to join NAIFA today!
NAIFA is the largest financial services membership association in the United States, comprised of more than 700 state and local associations representing the interests of 200,000 members and their associates nationwide. NAIFA's goal is to protect your livelihood and your clients' financial security.
To join or renew securely online, please visit
www.naifa.org.
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Please Consider a Contribution to IFAPAC
NAIFA cannot contribute to political candidates.
IFAPAC can, and that's what we do!
In fact, IFAPAC consistently ranks in the top tier of more than 4,600 federal PACs in its political receipts and contributions to candidates.
For Three Easy Ways to Contribute to IFAPAC, please click HERE.
For more information about IFAPAC and to contribute securely online, please visit:
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It Pays to Be a Member!
Check our website for the latest news and updates:
For more information, please contact NAIFA-West Virginia Executive Director John Pauley, CLU, ChFC, CLTC
at (304) 345-4343 or email johnpauley@ft.newyorklife.com.
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