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Perspectives is published exclusively for the
membership of the National Association of
Independent Life Brokerage Agencies
11325 Random Hills Road, Suite 110
Fairfax, VA 22030
(703) 884-1525
www.nailba.org
NAILBA BOARD OF DIRECTORS
Myra Palmer
Chair
Seixas “Chad” Milner III
Chair-Elect
Jason E. Lea
Secretary/Treasurer
Jeffrey D. Mooers
Immediate Past Chairman
John Gilbert
Debbie Hannam
Luke Ramsey
Victoria Van Dusen-Roos
James Wong
NAILBA STAFF
Daniel LaBert
Chief Executive Officer
Kathy Allison
Director, Membership and the Foundation
Ana M. Carreras
Manager, Finance and Administration
Joangel Concepcion
Director, Digital Strategy
Telly Lovelace
Director, Marketing and Strategic Communications
Ellen Toups
Director, Advertising, Exhibits and Sponsorships
Shara Wells
Manager, Annual Meeting and Member Engagement
PERSPECTIVES
WINTER 2019
VOLUME 12, NO. 1
PERSPECTIVES STAFF
EDITORIAL AND CONTENT:
Telly Lovelace
[email protected]
ADVERTISING AND SALES:
Ellen Toups
[email protected]
LAYOUT AND DESIGN:
Alicia M. Blokzyl &
Kimberly Firestine
Clare Printing
www.clareprint.com/
PRINTING AND DISTRIBUTION:
Clare Printing
ISSN 2639-9784 (PRINT)
ISSN 2639-9806 (ONLINE)
Perspectives is published exclusively for the
membership of the National Association of
Independent Life Brokerage Agencies, industry
partners, sponsors, and NAILBA Annual Meeting
attendees.
Copyright is reserved throughout Perspectives.
No part of this publication may be reproduced or
reprinted without the expressed written consent
of NAILBA. The views expressed in Perspectives
are those of the authors and are not
intended to represent the views of NAILBA.
POSTMASTER: Please send change of address notices
to Perspectives magazine, c/o NAILBA, 11325
Random Hill Road, Suite #110, Fairfax, VA 22030.
AUTHORS AND INTERESTED WRITERS: Perspectives
welcomes comments and feedback on articles and
content. Visit NAILBA.org/Perspectives for content
submission guidelines and schedule, or to submit
your article for consideration. Contact Telly Lovelace
at [email protected] with further questions.
ADVERTISING: Please visit NAILBA.org/Perspectives
for our 2019 Media Kit for ad rates, terms or to easily
download a Perspectives advertising contract. To
learn more about additional opportunities to partner
3 us, contact Ellen Toups at [email protected].
with
Belong. Connect. Grow.
DAN LABERT
NAILBA CHIEF EXECUTIVE OFFICER
B
elong, Connect & Grow!
It’s not just a tagline,
it is the new brand for
NAILBA.
We believe these three words
represent the heritage of
NAILBA, the Annual Meeting
experience, the professional
and business-building
benefits of participating in the
association, and the forward
motion of our member agencies
and industry.
BELONG: The power of
belonging. If you are a
Brokerage General Agency, you
belong with NAILBA. We are the
voice of independent brokerage
distribution. No other
organization represents your
interests in both industry and
advocacy. NAILBA is funded by
those across the industry who
support independent brokerage
distribution. Simply put,
belonging to NAILBA provides
you with the information and
resources to position your
agency for continued success.
Membership gives your agency
a “seat at the table.” In
Washington, D.C., if you are
not at the table, you are on the
menu!
CONNECT: The NAILBA
Annual Meeting is the largest
gathering of independent
life brokerage agencies. From
member agency principals
and staff, to insurance and
financial carrier executives,
and senior leadership teams
from more than 100+ sponsors
and exhibitors who provide
BGA technologies and services,
NAILBA’s Annual Meeting is
where the brokerage industry
meets. It is where relationships
are built. It is where business
gets done! Where would you or
your agency be without NAILBA?
Would your study group exist?
Membership in NAILBA allows
you to discover the “Hallway
Magic” of powerful NAILBA
networking and connect with
other industry professionals
both online and in-person.
GROW: Your NAILBA
membership dues are invested
in you. We strive to provide
the highest quality benefits
and services possible. In many
cases, participation in just one
of these benefit programs will
recoup your annual membership
fee. We understand and
appreciate the value of your
dollars spent on membership
and work hard to provide you
the best service, products and
programs. We support our
members at every stage of
their careers and provide them
with an ever-growing list of
discounted products, services
and opportunities. NAILBA
membership grows your agency.
NAILBA’s success hinges
on our members’ success; it’s
all about you. Sometimes to
achieve future success, however,
we need to embrace the changes
all around us. NAILBA navigated
through change the past few
years and have positioned
the organization for greater
success with increased value
proposition.
In 2018, NAILBA delivered
a new website with updated
resources (webinars, podcasts,
resource materials, etc.) and
association management
software which will greatly
enhance member service.
Member agencies can finally
renew membership dues online!
We will be able to better identify
services members most value
and want and track key metrics
in our ability to deliver those
items.
NAILBA’s 2019 agenda
includes new digital
engagement via NAILBA.
org with exclusive industry
content, expansion of
membership throughout
independent brokerage, revised
and increased professional
development opportunities,
industry diversity and inclusion
initiatives, amplified outreach
to federal and state legislative
branches and regulatory
agencies on proposals and
policies impacting NAILBA
members and the industry.
Now is the time for you to
RENEW your 2019 Membership.
Your continued support is
requested and truly appreciated.
Belong, Connect and Grow
with NAILBA in 2019. We are the
voice of independent brokerage
distribution.
DAN LABERT
CEO
NAILBA
www.nailba.org 3