perspectives BROKERAGE INDUSTRY INSIGHTS SPRING 2018 contents Features 10 Succession Planning: Why You Need to Plan Now and How to Start Even if You'd Rather Not Do you have a succession plan for your BGA? No? This is an odd attitude for people who are in the business of helping others plan for the financial futures of themselves and their families. Read more about why it's important to have a plan in place and how NAILBA can help. JEAN FEINGOLD 18 10 18 Mooers Award Nomination Materials Departments 7 Chairman's Corner It Isn't About the Money 20 Member Profile Bill Fanning, Pilot Insurance Center 22 Legislative Update Fiduciary Madness JEFF MOOERS 8 CEO Insights Executive Interview: Customer Services and Leadership DAN LABERT 16 NAILBA Charitable Foundation Your Invitation to Join the Matching Donation Program ALAN PROTZEL 23 25 Agency Successor Networking Group Our Transitions: You're Invited JERRY THOMAS MARK VALENT INI, MPP 26 Calendar of Events Life Happens These Stories Are Why We Do What We Do 26 Brokerage in Motion 26 Index of Advertisers ROBERT N. GARNEAU, CLU, CHFC 25 Editor's Note: You may have noticed that with this issue, your office received less than the normal quantity of print subscriptions. In our ongoing effort to provide NAILBA's resources and tools on-the-go, we have reduced our print quantity so that we may offer a more robust digital experience for Perspectives. We expect to eliminate print advertising completely beginning in 2019. Contact me with any questions about this change. Thanks, Susan (sklemmer@nailba.org) www.nailba.org 5http://www.nailba.org