NAIFA-WEST VIRGINIA QUICK NEWS AND LINKS:
||Mountaineer News: The Latest Membership News from NAIFA-WV - CLICK HERE
How to Check your CE Credits with Sircon: CLICK HERE
Special Thanks to NAIFA-WV's IFAPAC Contributors! CLICK HERE
Special Invitation for NAIFA-West Virginia Members!
FREE WEBINAR PRESENTED BY
The Charleston Chapter of the Society of Financial Service Professionals
Can advisors keep their client data secure affordably and conveniently?
Fortunately, the answer is yes, as attendees at this latest FSP webinar will discover!
Wednesday, February 21, 2018
Edgewood Country Club / 1:00 - 2:30 PM
1600 EDGEWOOD DRIVE, CHARLESTON, WEST VIRGINIA 25302 ( MAP )
[ CLICK HERE FOR COMPLETE WEBINAR DETAILS ]
NO CE CREDITS / RSVP REQUIRED
Call: (304) 345-4343 ~ Fax: (304) 345-4342
Registration Deadline: 02/15/2018
Annual NAIFA Congressional Conference in Washington, DC!
Tuesday, May 22nd & Wednesday, May 23rd, 2018
In the past four years, over three thousand NAIFA members from every corner of the country came to Washington, D.C., and visited Capitol Hill to meet with lawmakers and advise them on how their decisions affect agents, brokers, and their clients.
NAIFA held its 2016 Congressional Conference to establish and cultivate relationships with lawmakers, to share the expertise of NAIFA members from all 50 states, and educate them on the value that NAIFA members bring to their clients and the solutions they provide for 75 million American families.
For the latest updates and registration details, visit www.naifa.org/events/congressional-conference.
NAIFA - Charleston 2018 Membership Meeting Dates
NAIFA - Charleston Membership Lunch Meetings are held at 11:30 am at Edgewood Country Club, 1600 Edgewood Drive, Charleston, WV 25302.
CE class opportunities prior to the luncheons will be announced on our website at www.naifawv.org as well as our email membership newsletter. All NAIFA members encouraged to attend!
TUESDAYS: February 13th, March 13th,
April 10th, May 8th
Sponsorships available for all NAIFA events! For more information, contact John Pauley, CLU, ChFC, CLTC at (304) 345-4343 or firstname.lastname@example.org.
NAIFA Launches New Gold Standard for Life and Annuity Professionals! .
NEW NAIFA LACP CERTIFICATION PROGRAM:
Practitioners who earn LACP Certification exemplify excellence in industry knowledge, ethical business practices.
Click HERE for complete details!
THANK YOU 2017 NAIFA-WV STATE CONVENTION SPONSORS!
MAY 11th & 12th, 2017
||THE BROKERS SOUCE, LTD
||POCA VALLEY FINANCIAL
||MUTUAL OF OMAHA RETIREMENT SERVICES
CHARLESTON SOCIETY OF FSP
NAIFA GOLF OUTING:
|MUTUAL OF OMAHA RETIREMENT SERVICES
CHARLESTON SOCIETY OF FSP
ZELIS HEALTHCARE - Gary Shorter Jr.
THE BROKERS SOUCE, LTD – Raymond Phillips, CLU, LTCP
POCA VALLEY FINANCIAL – George Webb, CLU, ChFC
|Alliant Employee Benefits
The Brokers Source, Ltd.
A special THANK YOU to all of our Convention attendees and guest speakers!
CHECK BACK FOR PHOTO HIGHLIGHTS.
FREE NEWSLETTER FOR NAIFA-WV MEMBERS:
Think BIG! Coaching & Training Newsletter from Herman Dixon, CLU, CLF, LUTCF, LTCP, NAIFA-WV Past President, Speaker, Executive Advisor
Herman is the author of the forthcoming book, "Principles of Life and Leadership My Cat Taught Me". For more about Herman, click HERE.
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.
THANK YOU FOR YOUR DONATIONS!
NAIFA Executive Director John Pauley, CLU, ChFC, CLTC (left) presents a check to United Way of Central WV President John Ballegee for 2016 Flood Relief Victims. NAIFA WV members donated $1,200.00 as the result of a Statewide campaign. Thanks to everyone for your generous support of those in need.
Take Advantage of NAIFA's LUTCF Designation Program
Earn you Life Underwriters Training Council Fellow Designation! NAIFA's LUTCF combines online and classroom learning with field training to equip you with real-life knowledge and skills.
Registration is open now! CLICK HERE for complete details and registration.
Click HERE for a special video presentation about the benefits of NAIFA-West Virginia membership!
• It Pays to Belong! .