NAILBA Perspectives - July/August 2014 - (Page 11)

ceo insights Perspectives is published for the National Association of Independent Life Brokerage Agencies 11325 Random Hills Road, Suite 110 Fairfax, VA 22030 (703) 383-3081 www.nailba.org NAILBA BOARD OF DIRECTORS Barbara Crowley Chairman Bringing the Change You Want David Long Chair-Elect George C. Van Dusen IV Secretary/ Treasurer Raymond S. Phillips, Jr., CLU, LTCP Immediate Past Chairman Michael C. Bellig, JD, CLU Joseph Bosnack Thomas L. Gilbert, CLU, ChFC, LTCP Melinda S. Meyer Ben Nevejans Jeffrey D. Mooers Thomas Riekse, Jr. James Sorebo Stephen F. Walther NAILBA EDITORIAL ADVISORY PANEL Scott Blumberg Michael Cohen, CLU Christi M. Daughenbaugh David Johnston JACK Sheri Leaders CHIASSON, CMP NAILBA EXECUTIVE DIRECTOR John McWilliams Melinda S. Meyer Jeffrey D. Mooers Lori Payne Laurie B. Prevette Thomas Riekse, Jr. Michael Tessler NAILBA STAFF Jack Chiasson, CAE Chief Executive Officer Kathy Allison Director, Membership and the Foundation Susan D. Haning, CEM, CMP Director, Business Development Susan Klemmer Deputy Chief Executive Officer Rachel C. Marineau, CMP Manager, Meetings and Education Meredith Maslich Administrative Coordinator Sarah O'Hanley Manager, Exhibits, Sponsorships and Advertising John Tong Director, Administration and Operations Editor: Susan Klemmer sklemmer@nailba.org Advertising: Susan D. Haning, CEM, CMP shaning@nailba.org Design and Production: Blue House www.bluehouse.us Creative Director: Elinor Van Dyck elinor@bluehouse.us Designer: Jessica Feirtag jessica@bluehouse.us JACK CHIASSON, CAE NAILBA CHIEF EXECUTIVE OFFICER I t's summer-my absolute favorite time of year. I know I've told you this before, so I'll spare you all the reasons why, but just remember that this is a good time of year for me. It's probably a good time to ask for a favor! I'm going to go "off-topic" this month and talk about the NAILBA Annual Meeting, and the changes that you will see starting with NAILBA 33 later this year. I suspect that you might like to know a bit more about the WHY of some of these changes (the WHAT is the easy stuff.) Let's start with the over-arching reason behind the changes. One of the challenges that any organization faces is in knowing whether or not you are still meeting your members' needs, wants, and expectations. Recent Annual Meeting surveys-both formal and informal-indicated that there may be a "problem" in answering that question in the affirmative. So the discussion began. For those of you who have been around a while, you will acknowledge that there has been no significant change to the NAILBA Annual Meeting schedule in a VERY long time-more than 10 years. We heard from members that they didn't have enough time to meet-and actually conduct business-with carriers and vendors. We heard from carriers and vendors that they needed to have more of this time as well. We heard that a lot of folks really wanted to get home before the weekend. We heard that EVERYONE wanted more time to "network"-to meet with colleagues and friends without a program or agenda. We heard that the most important "take-aways" from the NAILBA Annual Meeting may have been happening in the hotel hallways (or maybe in the lounges and bars-not really sure how I feel about THAT!) We heard from a lot of our smaller-sized BGA members that they felt a bit "lost in the shuffle"-that maybe NAILBA had gotten too big for them. This is a LOT of valuable information...and you will see some specific recurring themes in it. So a small group of NAILBA Board members and staff got to work and looked at EVERYTHING that happens at a NAILBA Meeting. There were some things that we HAD to do (those items called for in our Bylaws for example), some things that we WANTED to do (or continue doing- like the Mooers Award Dinner), and some things that we could eliminate. You can see the results of these efforts in the all-new Agenda on pages 17-21 of this issue. Let me give you some specifics on a few items in particular. I'll start with the Mooers Award Dinner. The Mooers Award is arguably the most prestigious award in the industry, yet each year fewer people seemed to want to attend the dinner on Friday night. Moving the presentation to Thursday night will allow more of you to help celebrate the achievements of the recipient- and offer your congratulations in person. We've also "beefed up" the entertainment to make the overall event a more memorable experience for everyone. Yes, and the dinner itself is pretty nice, too! Time to actually conduct business has been enhanced by adding a block of time specifically set aside for members to meet with carriers and vendors. We will be encouraging carriers and vendors to use at least part of this time to meet with some of the smaller-sized BGAs-that "personal touch" from a carrier CEO, for example, may help make them a BIGGER BGA in your distribution plan. Helping a BGA grow-isn't that a huge part NAILBA's overall mission? And finally, it will now be very easy to take part in the ENTIRE NAILBA Annual Meeting and still be home on the weekend. Unless you're going to stay for the golf event on Saturday morning, there's no significant obstacle to getting you home early on Saturday morning- no matter where you live. Since the NAILBA Annual Meeting takes place in either the Eastern or Central time zones each year, you WILL be able to get home to spend that allimportant time with your family- without having to give up any part of the NAILBA event. Give the all-new NAILBA 33 schedule a try, and tell us how you like it. You can't do that unless you attend, so make plans now to attend NAILBA 33 in Hollywood, Florida. And make sure you share your thoughts- that's the only way we can know if we're getting it right. See you next time! www.nailba.org 11 http://www.nailba.org http://www.nailba.org http://www.bluehouse.us http://www.nailba.org

Table of Contents for the Digital Edition of NAILBA Perspectives - July/August 2014

NAILBA Perspectives - July/August 2014
Contents
Chairman’s Corner
CEO Insights
Social Skills
NAILBA 33 Preview
NAILBA Charitable Foundation
Life Happens
The Remote or Virtual Office
Member Profiles
Mooers Award Nominations
Agency Successor Networking Group
Agency Resources
BGAs Leading Technology Through Connections
Reading Ahead
Calendar of Events
Index of Advertisers

NAILBA Perspectives - July/August 2014

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