Perspectives - January/February 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
What's New at NAILBA?
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
JACK CHIASSON, CAE
NAILBA CHIEF EXECUTIVE OFFICER
Stephen F. Walther
NAILBA EDITORIAL ADVISORY PANEL
Michael Cohen, CLU
Christi M. Daughenbaugh
David Johnston
Sheri Leaders
John McWilliams
Melinda S. Meyer
Jeffrey D. Mooers
Lori Payne
Laurie B. Prevette
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
Sarah O'Hanley
Manager, Exhibits, Sponsorships
and Advertising
Susan Klemmer
Deputy Chief Executive Officer
Rachel C. Marineau, CMP
Manager, Meetings and Education
Meredith Maslich
Administrative Coordinator
John Tong
Director, Administration and Operations
Mark Valentini, MPP
Director, Government Affairs
Editor: Susan Klemmer
sklemmer@nailba.org
Advertising: Susan D. Haning, CEM, CMP
shaning@nailba.org
Design and Production: Blue House
www.bluehouse.us
W
ell, the holiday season
is over, winter has most
of us in its grip, and yet
we're all charged up for the New
Year! Is it just me, or does it seem
like the last New Year just started
the day before yesterday?
We're fresh off the latest edition of the NAILBA Annual Meeting, and the news is all good. Good
attendance, good energy, and some
great times with friends both new
and old. Those friendships are what
make NAILBA the positive, unique,
and popular organization that it
has become-almost like a family
for many of you! The list of "thank
yous" to those who made it happen-and made it so successful-is
very long, so let me just say it this
way-THANK YOU!! We couldn't do
it without you...and you know who
you are!
Is there something YOU can do
to help continue this success? Let us
know. We're open to ideas, suggestions, and constructive criticisms.
Always remember that the NAILBA
Annual Meeting is YOUR meeting.
In this space in previous years,
I've talked about what the New
Year means for me. I've talked
about starting fresh, re-commitment, and moving forward-both
personally and professionally.
I'm going to take a slightly different tack this year, and talk
about what NAILBA is doing that
is fresh, that is moving us-and
you-forward, and how we are recommitting to our mission. (You
know our mission, don't you?
NAILBA is the premiere insurance
industry organization promoting
financial security and consumer
choice through the use of independent brokerage distribution.
Yes, I thought you did.)
First and foremost, NAILBA last
year adapted its bylaws to allow
a wider variety of members, all
of which are focused on providing financial security to the greatest number of families. Regardless
of HOW you do so, helping people
protect their loved ones is a valuable service-and a way for you to
make a positive change in the world
(or at least your little corner of it!).
We welcome those who share our
vision and recognize the value of
our mission.
Next, NAILBA leadership has recommitted to its mission of providing the best in benefits and services. Your leaders are constantly on
the lookout for ways to improve the
value of your membership. The best
way to do that is to ensure that you
are as well-equipped as possible to
help you deliver the products and
services that you represent. From
educational sessions at the Annual
Meeting to programs that are made
available through our relationships
with other organizations, NAILBA
leadership does its best to give
you what you need to be a better
BGA, a better business, and a better citizen in your community. That
last item is accomplished each year
when the NAILBA Charitable Foundation awards grants to local, childfocused charities that you work
with. Your generosity in giving your
time and your money to both your
local charity and to the Foundation
helps make that happen.
It is important to note that
NAILBA is not always able to provide
these benefits and services to you
at no cost. Sometimes the development costs (both in terms of human
capital and real dollars) of new programs are just too great to be able
to "give it away," but the commitment from your leaders that NAILBA
will try to provide them affordably
for the greatest number of people
remains a priority.
And finally, on the "moving forward" front, NAILBA's premiere publication, Perspectives, is moving into
the digital age! Beginning with this
issue, you will be able to enjoy Perspectives from your desktop, your
tablet, and/or your phone. Previous issues were (and remain) available on the NAILBA website as .pdf
documents, but now you can read it
in true digital format. I encourage
you to check it out at www.nailba.org.
Click on the banner at the top of the
NAILBA home page, and see what
I'm talking about!
What's next for NAILBA? YOU
should be helping us answer that
question! Please don't hesitate to
reach out-to me, to any NAILBA
staff member, to any NAILBA Board
member. You can reach me at
jchiasson@nailba.org, or 703.383.3081.
As always, I look forward to hearing
from you.
Creative Director: Elinor Van Dyck
elinor@bluehouse.us
Designer: Jessica Feirtag
jessica@bluehouse.us
www.nailba.org 11
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http://www.nailba.org
Table of Contents for the Digital Edition of Perspectives - January/February 2014
NAILBA Perspectives - January/February 2014
Contents
Chairman’s Corner
CEO Insights What’s New at NAILBA?
The New HIPAA Information Requirements
NAILBA 32 Highlights
Reading Ahead
In Vogue: Life, LTC & Annuity Product Trends
NAILBA Charitable Foundation What a Great Year it Was!
Member Profiles
Agency Successor Networking Group
The Power of LIFE Behind You
Agency Resources
Legislative Update
Index of Advertisers
Calendar of Events
Perspectives - January/February 2014
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