NAIFA-West Virgnia - The National Association of Insurance and Financial Advisors

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NAIFA West Virginia   

NAIFA-WEST VIRGINIA SALES CONGRESS

SPONSORED BY

The Brokers Source Ltd.

Tuesday, May 8th, 2018

Edgewood Country Club, 10:00 am - 2:00 pm

1600 EDGEWOOD DRIVE, CHARLESTON, WEST VIRGINIA 25302 - DIRECTIONS

*  *  *  *  *

10:00 AM:

10:30 - 11:30 AM:

REGISTRATION

1-HOUR CE SESSION:

LTC Planning: In Defense of Old-Fashioned LTC Insurance

Moderated by
Ray Phillips, CLU, LTCP
The Brokers Source, Ltd.

Ray Phillips

11:30 AM - 12:30 PM:

SPEAKER PRESENTATION:

Adventures in Death Claims:
Malaysian Air Flight 370

Presented by
Terry L. Flack, CLU, ChFC, RFC, LUTCF, CLTC

Nationwide Insurance

Terry Flack

12:30 – 1::00 PM:

1:00 – 1:30 PM:                    

LUNCH

SPEAKER PRESENTATION:

NAIFA Update & Diversity

Presented by NAIFA Trustee
Todd Grantham, CFP, MSFS, CLU, ChFC, CASL

Northwestern Mutual

Todd Grantham

1:30 - 2:30 PM:

1-HOUR PRESENTATION:
FREE CE CARDS WILL BE AVAILABLE! .

May is DI Awareness Month:
Be Aware!

Presented by
Jeffrey Wilson
Illinois Mutual

Jeff Wilson

*  *  *  *  *

NO COST for NAIFA Members / $40.00 Non Members

RSVP REQUIRED

Register Online

CLICK HERE TO REGISTER ONLINE!

Not a NAIFA member? Click HERE to join TODAY and take advantage of member prices, plus all of the exclusive benefits of membership in YOUR professional association!

For more information, contact Executive Director John Pauley, CLU, ChFC, CLTC at (304) 345-4343 or johnpauley@ft.newyorklife.com.

NAIFA-West Virginia

Congratulations to NAIFA-WV's recent LACP designee recipients!

Robert Hurley, CLU, ChFC, LACP
John Pauley, CLU, ChFC, CLTC, LACP
Randy Young, LACP

NAIFA LACP Certification Program

Practitioners who earn the NAIFA LACP Certification exemplify excellence in industry knowledge, ethical business practices. Click HERE for more information.

NAIFA-West Virginia

MEMBER ADVOCACY IN ACTION!

2018 NAIFA Congressional Conference in Washington, DC!

Tuesday, May 22nd & Wednesday, May 23rd, 2018

NAIFA Congressional ConferenceIn 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-West Virginia

Think BIG!

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-West Virginia

Congratulations NAIFA-CharlestonCongratulations 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.

NAIFA-West Virginia

THANK YOU FOR YOUR DONATIONS!

NAIFA-West Virginia Flood Relief

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.

NAIFA-West Virginia

LUTCFTake 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.

NAIFA-West Virginia

NAIFA Members Make More Money

Click HERE for a special video presentation about the benefits of NAIFA-West Virginia membership! 
 It Pays to Belong!
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SILVER SPONSOR

Hildebrand Insurance Services

For information on
sponsorship opportunities
with NAIFA-WV, please
contact John Pauley
at (304) 345-4343.

NAIFA-Miami Dade

IT PAYS TO BE A MEMBER!

For more information about the West Virginia state association of the National Association of Insurance and Financial Advisors, contact John Pauley, CLU, ChFC, CLTC at (304) 345-4343 or e-mail johnpauley@ft.newyorklife.com.

Visit NAIFA-West Virginia's website at www.naifawv.org.

NAIFA-West Virginia, P.O. Box 3586, Charleston, WV 25336

 

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