CEO COLUMN
Time to pay it forward
NAILBA Charitable Foundation — Supporting children in our communities
Since the Foundation
was established in 2002,
more than $3 million in
donations have been
distributed to more
than 200 community
organizations
nationwide.
Dan LaBert, CEO
NAILBA
[email protected]
I hear the same question all the time, what is the NAILBA Charitable Foundation? Simply put,
the NAILBA Foundation is a forum for giving back . . . to improve the quality of life for those
in need in the many communities served by our membership and by our valued partners.
The mission of the NAILBA Charitable Foundation is to encourage voluntarism among NAILBA
member agencies and our corporate partners and provide grant funds to worthy charitable
organizations that serve to enhance the quality of life for those less fortunate, with special
emphasis on children.
Since the Foundation was established in 2002, more than $3 million in donations have
been distributed to more than 200 community organizations nationwide. During the 2018
fiscal year, NAILBA members and industry partners raised $230,000 and distributed to 15
community organizations.
If you have not contributed in the past or have not renewed your
commitment for 2019, please consider this very
worthy cause for your charitable endeavors. If you
have already contributed, THANK YOU SO MUCH!
Brokerage sold $4.2 billion in annualized premium
in 2018 and represented 38% of the retail individual
life insurance sales market. Now is the time to pay it
forward and support those in need. Your donations
go to those charities where you are involved and
where a grant can make a significant impact. Visit
www.nailbacharitablefoundation.org/donate and click
to offer your support.
Please check with your IMO for any matching incentive
programs. AIMCOR, BRAMCO, LifeMark Partners, NBA,
TMA, among others, continue to support the NAILBA
Foundation annually through a variety of ways.
For more information about the NAILBA Charitable
Foundation:
Visit the website at www.nailbacharitablefoundation.org
Contact NAILBA at 703.884.1525
Email NAILBA Foundation Board of Directors’ President,
Robin Landers at [email protected]
Your thoughtfulness and support will serve a vital role in
NAILBA and the insurance brokerage business by playing
a bigger role advocating the support of children in our
communities.
We look forward to your response. Be sure to attend
NAILBA 38, November 7-9, 2019 at the Gaylord Texan
Resort and Convention Center and see the selected 2019 Grant Recipients
including the Col. J. William Felton III Grant Winner.
did you know…
LIFE SETTLEMENT
BACK-OFFICE SOLUTIONS
Ashar Group is a nationally licensed seller’s
representative with access to dozens of buyers in
the regulated, institutional secondary market. Our
proprietary platform consists of pricing, underwriting,
and compliance specialists to help support, protect,
and grow your business.
BGAs
Help your clients uncover
insurance asset value to
create liquidity for investments.
Insurance Professionals
Appraise universal life and
convertible term insurance on
all policy owners age 65+.
Success Stories
Help Your Clients Avoid the Direct-Buyer Trap
Female age 91, $1M current assumptions policy issued preferred
health in 2001. Buyer-Direct Offer = $187K. Offer to Client resulting
from Ashar’s Competitive Bidding Auction = $702K
$100B+ of life insurance
face value is lapsed
every year on seniors
65 and older.
ashar group is licensed
to represent the seller
(policy owner) and
negotiate the best offer.
on average we recover
8x more than the cash
surrender value for
clients.
contact
800.384.8080
www.ashargroup.com
Qualified Life Insurance Appraisal Uncovers Added Value
Male age 74, $500K 20-year convertible term policy issued in 1990
coming to an end. Value (offer) from Insurance Carrier = $0. Offer to
Client resulting from Ashar’s Competitive Bidding Auction = $63K
L IF E SE TTL E M E N TS | P OL ICY VAL UATION S | L O N G E VI T Y S E R VI C E S
Ashar Group LLC | 1800 Pembrook Dr. | Suite 240 | Orlando, FL 32810 | 800.384.8080
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Perspectives
Q3 2019