NAILBA Now: March 29, 2011

March 29, 2011

NAILBA Membership Renewals: DUE ON OR BEFORE THIS THURSDAY, March 31!
Renewal packets have been mailed to all current member agency principals. Each and every company must complete the renewal paperwork annually to confirm eligibility for membership in NAILBA. Renewals returned after March 31, 2011 will incur a late fee*. Three days remain to complete this required annual renewal!

If you have not received your membership renewal packet, or you have questions about your agency’s renewal, please contact Kathy Allison, Director of Membership and the Foundation at 703.383.3072 or

 *Please note: the dues amount invoiced has changed from previous years – please be sure to refer to the invoice for correct payment information. Additionally, all questions on the form must be completed for your dues renewal to be complete.

NAILBA Welcomes Two New Staff Members
Please join the Board of Directors and the rest of the NAILBA staff in welcoming Kathy Allison as the Director of Membership and the Foundation, and John Tong as the Director of Administration and Operations. Both joined the staff on March 22.

Kathy can be reached at or 703.383.3072.

John can be reached at or 703.383.3067.  

Executive Forum: Register and Make Hotel Reservations NOW!
Register now for the Executive Forum to be held on May 19, 2011!

The 2011 Executive Forum includes a pre-conference Reception (on Wednesday evening), Keynote presentation from futurist Jim Crupi, State of the Industry Panel, Strategic Coaching, Executive Learning Workshops, and more! Cost of registration is $199 for NAILBA members.

This event, now in its third year, offers one day programming to help agency principals develop their networking, strategic thinking, management and leadership skills.

Our keynote this year will be presented by futurist Jim Crupi, who will discuss The Future of Business: What You Need to Know to Position Your Business For Continued Success. Crupi will examine the forces at work in the world now (economy, technology, political, etc) and how they will shape the future. He'll discuss the implications for your business, the long and short term impacts you can expect, and help you focus your attention in the areas that will help you be more successful.

Returning this year is the State of the Industry discussion, featuring a panel of Carrier and BGA representatives. Our panel will engage in a facilitated discussion on the specific issues being faced by BGAs and outlooks for carriers in 2011 and beyond.

Facilitated by Eugene Koster, DCG Consulting, panelists confirmed include Butch Britton, ING; John Deremo, West Coast Life; Tom Gray, Netstreet Brokerage; Frank Gencarelli, Legal & General America and Trey Reynolds, BRAMCO. See the March/April issue of Perspectives for some insights into what the panelists are thinking now, and likely to discuss at Executive Forum.

Register online here or complete and return this registration form via fax or mail.  

The Executive Forum will be at the Fairmont Turnberry Isle in Miami, Florida. To make hotel reservations at the NAILBA discounted rate of $199, please call the Fairmont directly at (866) 840-8069 and reference the NAILBA Executive Forum, or make your reservations online here.  Deadline for reservations is Monday, April 18, 2011.

 Watch your mail for complete registration information including a full agenda, registration form, housing and travel discounts and more! To review the information today, visit the Executive Forum page of our web site, or contact Michele Liston at 703.383.3069 or with questions.

House Finance Committee Plans Hearings on Fiduciary Duty
Republican members of the House Financial Services Committee’s Capital Markets Subcommittee have asked the U.S. Securities and Exchange Commission to postpone any rulemaking that would impose a uniform standard of care on brokers and investment advisors until the “broader practical impact that such changes might have throughout the entire financial marketplace” are assessed.

In a March 17 letter to SEC Chairman Mary Schapiro, Committee members shared concerns raised by some SEC commissioners about the study’s shortcomings.  In addition, the Subcommittee is concerned about potential conflicts with a rule being pursued by the Department of Labor that would expand the definition of “fiduciary” for financial professionals who manage employee benefit plans under the Employee Retirement Income Security Act (ERISA).

In response to repeated requests by NAILBA and its industry partners, the Capital Markets Subcommittee, led by Chairman Scott Garrett (R-NJ), intends to schedule hearings in the coming weeks to learn more about the impact a uniform standard of care would have on consumers and the financial services industry.

Questions? Contact Mark Valentini, Manager of Government Affairs at or 703.383.3073.

The NAILBA Field Underwriting Guide 3.0 is HERE!
Uniquely developed by the brokerage industry, the NAILBA Field Underwriting Guide is an interactive resource designed to help your producers complete their applications right the first time.

The Guide can be used to:
•         Highlight key points of the application for faster underwriting
•         Check applications to make sure they are complete
•         Set and manage expectations with the client
•         Ensure the right information is gathered for every case
•         Educate producers about risk factors and how to optimize the medical assessment process. 

Version 3.0 of the Field Underwriting Guide has been updated to work with the latest versions of Adobe Acrobat (versions 9 and X).  It is easy to navigate, and easy to use!

Available ONLY to NAILBA member agencies, the guide can be customized with your agency logo and contact information.  This information is viewable on EVERY page of the guide – keeping your agency name in front of your key producers!

To request a customized copy of the Field Underwriting Guide, send your agency logo and contact information to

Special Offer from MDRT Exclusively for NAILBA Members
NAILBA is pleased to announce a very special offer in conjunction with MDRT. This offer is designed to increase value for the producer who represents the future of our industry.

MDRT has identified the needs of up-and-coming stars in the financial services field and determined that many of these producers are associated with independent distribution channels, such as brokerage general agencies. To attract these up-and-comers and meet their needs, MDRT has created GROWTH SUMMIT 2011 — a special event on the front end of its Annual Meeting in Atlanta (June 5-6).

NAILBA members are being offered a special incentive to participate in GROWTH SUMMIT 2011 and can attend FREE if you recruit a minimum of five qualified producers to accompany you to the event. Invited financial advisors and/or insurance professionals should meet the following criteria: Non-MDRT members, 45 or younger and earn annual commissions of $150,000 or greater. See below for incentive packages:

Package A
Growth Summit Only (June 5-6)
(BGA + 5 or more registrants)
• BGA Special Guest complimentary registration for Growth Summit
• Growth Summit price for registrants of the BGA: $295 (normally $395)

Package B
Growth Summit with Annual Meeting (June 5-8)
(BGA + 3 or more registrants)
• BGA Special Guest complimentary registration for Growth Summit and Annual Meeting
• Growth Summit and Annual Meeting price for registrants of the BGA: $595 (normally $695)
• BGA gets a Special Guest Orientation to get the most out of the conferences
• Discount coupons for merchandise at the Power Center (books, tapes, content, etc.)
• Access to MDRT Ambassadors to attend/speak at dinners or meetings BGAs hold with registrants 

Note: BGAs are responsible for their own travel and lodging expenses and, at their own discretion, may pay for part or all of attendees’ expenses

Click here for a PDF with details about GROWTH SUMMIT 2011 that you should send to the qualified producers you would like to invite to the event. For more information or to register, visit

To get your free registration, please make sure you indicate that you are a BGA when prompted on the registration website. Your guests must indicate that they were referred by a BGA in order to get the discount. If you have any questions, contact Len Gold at or call (847) 993-4917.

We hope you participate in this exciting offer from NAILBA and MDRT and help to strengthen the future of our industry!

Advertiser/Exhibitor/Sponsor Corner
NAILBA 30 Supplemental Sponsorship Opportunities
Thanks to the overwhelming positive response at last year’s annual meeting, we are pleased to provide the Supplemental Sponsorship Opportunities brochure – personalized to the JW Marriott’s unique venue- for your consideration for NAILBA 30.   Included in this brochure are opportunities for window slicks, stair case graphics, escalator graphics AND final program 30th anniversary sponsorship thank you ads.

Because these are NEW and UNIQUE opportunities, they have been offered on a first-contracted, first confirmed status, beginning yesterday at noon. Only completed contracts with payment enclosed will be considered- incomplete contracts or contracts without payment enclosed will NOT be accepted. Many opportunities have already been sold – contact Susan Haning at to inquire about remaining opportunities.

Executive Forum Sponsorships
Executive Learning Workshop sponsorship opportunities have sold out. However, general conference sponsorship opportunities remain in limited quantities. Sponsoring includes one registration to the Executive Forum as one of your sponsor benefits - and is your best chance to meet and greet top executives from our member agencies during the scheduled Executive Forum program. Click here for complete sponsor information for Executive Forum. Registration is limited to principals and staff of NAILBA member agencies, plus sponsors.

NAILBA 30 Exhibit Booth Sales
The exhibit hall is currently over 70% sold out.  Contracts are being accepted on a first contracted, first sold basis and prime locations are STILL available. Don’t delay making the commitment to exhibit at the 30th annual NAILBA convention.   Click here for the current NAILBA 30 floor plan for exhibit location options. 

Sponsorship Opportunities
Current opportunities for NAILBA 30 are still available so don’t delay if you have thought about purchasing a breakfast, lunch or other sponsorship item to enhance your branding at the 30th annual NAILBA event. Package opportunities are available to tie into your current marketing efforts.   Click here for NAILBA 30 sponsorship opportunities.

Promotional Opportunities Guide
All exhibitors and sponsors were provided with a print version of our consolidated 2011 Promotional Opportunities Guide. Our next event - the 2011 Executive Forum program on May 19 - will provide outstanding sponsorship opportunities, and focuses on a target audience of agency principals and senior management. The sponsorship opportunities for this event were flagged (page 14) for your immediate review and attention – commit now before all of the opportunities are gone! Important: Executive Learning Workshops for Executive Forum are now sold out, and only general conference sponsor opportunities remain - act now to reserve your sponsorship!

As always, we are willing and eager to work with you to customize a sponsorship/advertising/exhibit package that maximizes your brand exposure and ensures that your support of the independent wholesale brokerage community is clear and unquestionable.

The print advertising deadline for the July/August issue of Perspectives is May 5. For more information about this or any other issue, including theme, artwork deadline and more, check page 29 of the Promotional Opportunities guide. Download the full Guide and complete the Advertising Order Form (page 33) to confirm your placement in July/August.

Discounts are available for bundled opportunities- combine print and online options for more bang for your buck!

Please contact Susan Haning at or 703.383.3068 to discuss any sponsorship, advertising or exhibit question.