NAILBA Perspectives Perspectives Fall 2018 - Page 3
perspectives BROKERAGE INDUSTRY INSIGHTS FALL 2018
7 F inal Thoughts as Your 2018 Chairman
Following the 20th Annual Meeting of the TYGERS, our 2018
chairman penned his parting thoughts on the state of the
nation’s brokerage distribution marketplace and his perspective
on the future of the industry.
8 an Long Distance
‘Business’ Relationships Really Work?
Technology is allowing businesses of all types to reach larger
geographical areas and grow faster than ever before. However,
the risk is a higher quantity of business relationships will lead
to lower quality relationships. Many of us know from personal
and professional experience that it’s harder to get to trust someone
when you never interact in person. How can a brokerage take
advantage of the scaling potential provided by technology without
sacrificing the quality of client relationships? Katie Elliott says,
just be smart and strategic about your communications.
racing for the Blue Wave
What to expect from a Democrat-controlled Congress, whether they
only win the House or pick up the Senate too. Lobbyist and policy
expert Mark Valentini shares his insight in our legislative update.
MARK VALENTINI, MPP
erspectives from the Hill
Congress leave town with a lot of work to do when they return
following the midterm elections. What happen since Labor Day
and what will they do when post-midterm? What bills will get
‘kicked down the road’ to the second session of the 115th
Congress? Our partners at NAIFA explain in the latest GovTalk.
5 CEO Insights
NAILBA 37 is here!
15 Legislative Update
Bracing for the Blue Wave
MARK VALENTINI, MPP
7 Chairman’s Corner
Final Thoughts as Your 2018
JEFFREY D. MOOERS
It’s Been an Honor and My
16 Washington Update
GovTalk Monthly Update
19 Agency Successor
ASNG 2019 and Beyond
JERRY C. THOMAS, CFP®
News from Mutual of Omaha
Brokerage In Motion
22 In Memoriam: Ronald
Verzone, CFP®, CLTC, CIC
22 Index of Advertisers
22 Calendar of Events