NAILBA Perspectives - Winter 2018 - 7
Perspectives is published for the
National Association of Independent
Life Brokerage Agencies
11325 Random Hills Road, Suite 110
Fairfax, VA 22030
NAILBA BOARD OF DIRECTORS
Jeffrey D. Mooers
Seixas Milner III
Immediate Past Chairman
JEFFREY D. MOOERS
NAILBA CHAIRMAN OF THE BOARD
Jason E. Lea, CFP
Victoria Van Dusen-Roos
NAILBA EDITORIAL ADVISORY PANEL
Christi M. Daughenbaugh
Jeffrey D. Mooers
Laurie B. Prevette
Thomas Riekse, Jr., ChFC, CEBS
Chief Executive Officer
Director, Membership and the Foundation
Ana M. Carreras
Manager, Finance and Administration
Executive Assistant to the CEO/
Chief Operating Officer
Director, Advertising, Exhibits
Editor: Susan Klemmer
Advertising: Ellen Toups
Design and Production: Blue House
Creative Director: Elinor Van Dyck
1. I predict that Dan LaBert
will be the CEO of NAILBA on
December 31, 2018. You'll
notice this is not a limb onto
which I've gone. Dan took over
the job in October 2017, so I'm
basically saying he'll keep the
job for a year. And that we'll
keep him for a year.
Truth is Dan has hit the ground
in a full sprint. He's turning over
every NAILBA rock there is. And
frankly, he's uncovered a few kind
of slimy and squiggly bugs that
could use a little RAID™. I believe
the best thing about 'D the B' is
his engaging personality-his ability to communicate effectively on
our behalf. But that Dan hasn't
even really surfaced yet; as of
now, he's been in the weeds, clearing and cleaning. And it's working. We needed a refresh, and we're
2. I predict that Myra Palmer will
be Chairman of the NAILBA Board
on January 1, 2019. Another bold proclamation. Basically,
what I'm trying to say is
■■ I'm going to TRY to last the full
12 months, but no promises.
■■ The goal is to not have Myra run
screaming for the hills.
■■ NAILBA will be here, all year long.
3. I predict that the NAILBA Member Benefits will be better mar-
keted and more heavily utilized
in the coming year.
How many of you are using
NAILBA Network? That's rhetorical-we can look it up, and it's not
enough of us. The better question
is, why are you not using the Network? It's easy. It's in real time.
And I doubt there's an Independent
Distribution question out there
that won't be answered immediately by the Network community. This
is a 'value-add' that we should be
using a couple/few times a week.
■■ How do you pay your marketers?
■■ What's a typical Case Count
for a manager? Do they order
■■ Who's good on pot smokers?
(A California question......)
■■ Do you like your CRM?
Anything you want to know-
just ask the Network.
MyVoice will see a resurgence as
well. If you have any large, global
issues you think NAILBA should
tackle, by all means, let us know.
We've already stepped up our
educational game, but you'll see
a ton more as the year progresses.
Education is a critical theme
of our Strategic Plan, and NAILBA
is in a unique position to provide
The ASNG will continue to
evolve. The Foundation will Rock
On. Just stay connected.
4. I predict the C.R.A.P. will
come out smelling like a rose.
This would be the Chairmen's
Review And Planning Committee, of course. Many of your
past Chairmen have committed
to helping me, and your Board,
and NAILBA on our quest to
bring members the max ROI.
And you don't have to be a past
Chairman to participate. After
our Annual Meeting, I received
letters and cards in the mail,
emails, texts, and phone
calls-EVERY ONE an effort to
help NAILBA get better. This is
a group that knows that a rising tide raises all ships, and
that we can all help each other
5. I predict that NAILBA will enjoy
a real, and deep, and meaningful relationship with our many
IMO partners. This may not be
easy, but it's critical. We have
buy in from a handful of IMO's
all ready to work together for
the NAILBA members' success.
Because your success is their
success is NAILBA's success.
We'll get creative, and we will
build new roads.
6. I predict that I will not fit into
the suits I wore for NAILBA 36 at
NAILBA 37. It's a long story. No
it isn't. I'm getting fatter.
7. I predict a triumphant return to
HONOR within our industry. A
renaissance of honest and predictable products delivered to
those who need them by professionals who understand and
believe in them. I'd love to see
the kitchen table return as a
sales tool. I'd love to see illustrations fit on fewer than 40
pages. I'd love to see policy
sales go UP.
I am honored to serve as NAILBA
Chairman of the Board for 2018. I
love this industry, I love brokerage,
I love Impaired Risk, I love helping
people, I love NAILBA-its past,
its present, and its future. I am
genuinely excited about what's
going to happen this year. We
have the relevance, we have the
leverage-this is our foundation.
With Dan, and with a renewed
NAILBA, we will stop at nothing to
bring our members success.
Thank you for the privilege
Table of Contents for the Digital Edition of NAILBA Perspectives - Winter 2018
NAILBA Perspectives - Winter 2018
NAILBA’s Member Benefits: Are You Taking Advantage of Everything that Might Help You and Your Firm?
NAILBA Charitable Foundation
NAILBA 36 Highlights
Agency Successor Networking Group
Calendar of Events
Brokerage in Motion
Index of Advertisers
NAILBA Perspectives - Winter 2018 - NAILBA Perspectives - Winter 2018
NAILBA Perspectives - Winter 2018 - Cover2
NAILBA Perspectives - Winter 2018 - 3
NAILBA Perspectives - Winter 2018 - 4
NAILBA Perspectives - Winter 2018 - Contents
NAILBA Perspectives - Winter 2018 - 6
NAILBA Perspectives - Winter 2018 - Chairman's Corner
NAILBA Perspectives - Winter 2018 - 8
NAILBA Perspectives - Winter 2018 - CEO Insights
NAILBA Perspectives - Winter 2018 - NAILBA’s Member Benefits: Are You Taking Advantage of Everything that Might Help You and Your Firm?
NAILBA Perspectives - Winter 2018 - 11
NAILBA Perspectives - Winter 2018 - 12
NAILBA Perspectives - Winter 2018 - 13
NAILBA Perspectives - Winter 2018 - 14
NAILBA Perspectives - Winter 2018 - 15
NAILBA Perspectives - Winter 2018 - NAILBA Charitable Foundation
NAILBA Perspectives - Winter 2018 - 17
NAILBA Perspectives - Winter 2018 - NAILBA 36 Highlights
NAILBA Perspectives - Winter 2018 - 19
NAILBA Perspectives - Winter 2018 - 20
NAILBA Perspectives - Winter 2018 - Legislative Update
NAILBA Perspectives - Winter 2018 - Life Happens
NAILBA Perspectives - Winter 2018 - 23
NAILBA Perspectives - Winter 2018 - Agency Successor Networking Group
NAILBA Perspectives - Winter 2018 - 25
NAILBA Perspectives - Winter 2018 - Index of Advertisers
NAILBA Perspectives - Winter 2018 - Cover3
NAILBA Perspectives - Winter 2018 - Cover4