The industry's leading voice on Capitol Hill and in state legislatures NAIFA-Minot New Member Orientation National Association of Insurance and Financial Advisors National: State: Local:

The industry's leading voice on Capitol Hill and in state legislatures2 Introduction Welcome and thank you for being here.

The industry's leading voice on Capitol Hill and in state legislatures3 Objective – Purpose of NAIFA Whether it is protecting your industry from unfair taxation or shielding it from stifling regulation that could harm your clients, NAIFA is always working to create a business environment that works for you For more than 100 years, NAIFA has been working to protect its members and their clients whenever legislation and regulations are proposed that could negatively impact their business and the products owned by our clients.

The industry's leading voice on Capitol Hill and in state legislatures4 Why be a member of this association? How do you think the war in Iraq and Afghanistan, hurricane Katrina, floods, future disasters, potential terrorist attacks, $700 billion bank bailout and the monetary impact on our economy could force Congress to look to our industry for future tax revenue? Here are some questions to ponder… We, the Financial Industry, are 37% of all tax- advantage instruments in the U.S. according to the Tax Expenditure Book. Congress is looking hard NOW as they need to raise revenue and not raise taxes.

The industry's leading voice on Capitol Hill and in state legislatures5 Hunting Season

The industry's leading voice on Capitol Hill and in state legislatures6 A Stroke of a Pen A simple stroke of the pen could eliminate anyone of the tax advantages that our clients have been enjoying for years.

The industry's leading voice on Capitol Hill and in state legislatures7 NAIFA’s political prowess exists largely because of two constants in its government-relations arsenal— APIC and IFAPAC. Power behind our Success –APIC Advisors Political Involvement Committee is a group of NAIFA members who have developed and maintain influential relationships with state and federal elected officials. –IFAPAC Insurance and Financial Advisors Political Action Committee A group of 15,000 NAIFA members who contribute nondues funds ranging up to $5,000 every year to a separate fund used to support the campaigns of candidates for federal and state legislative offices.

The industry's leading voice on Capitol Hill and in state legislatures8 No one else has the ability that NAIFA and its state associations have to do grassroots advocacy on a truly grass roots level. We have members in every congressional and state legislative district in every state, and they can get in touch with key policymakers when we need to be heard. NAIFA has clout… Do you think anyone else with this kind of clout is looking out for you and your livelihood?

The industry's leading voice on Capitol Hill and in state legislatures9 Key Benefits to membership in NAIFA NAIFA is your connection to …. Financial freedom for your clients and financial independence for yourself (One study shows that NAIFA members produced 62% more premium and wrote 40% individual policies than their non-member colleagues). Unparalleled legislative regulatory advocacy. NAIFA’s fundamental role and primary reason to exist is to be the advocate for the agent/advisor and the clients we serve. Advocacy is NAIFA’s core business. Strength in numbers – 60,000 members strong and growing Networking, sales ideas, and practice specialties. NAIFA delivers member benefits that give our members a competitive advantage in today’s insurance and financial services marketplace. Lifetime learning, education, and professional development. Every tool and resource for building a successful business and a healthy bottom- line is available through NAIFA

The industry's leading voice on Capitol Hill and in state legislatures10 NAIFA Local Activities… Monthly meetings with CE Credits – varies by local Meals (check with local to see if meal included in dues) Legislative Forum Annual Blitz (generally 5 to 10continuing education credits) Motivational speakers Annual State Convention Opportunity to get involved in the leadership of the local association or state Annual Golf Outings Access to our locals sales and marketing site

The industry's leading voice on Capitol Hill and in state legislatures11 Eagles flock together for their protection… Proving there is safety in numbers.

The industry's leading voice on Capitol Hill and in state legislatures12 Call to Action -- Theodore Roosevelt “Every man owes a part of his time and money to the business or industry in which he is engaged. No man has a moral right to withhold his support from an organization that is striving to improve conditions within his sphere."

The industry's leading voice on Capitol Hill and in state legislatures13 What we’ll be discussing Advocacy Website Access –Local –State –National Practice Resources –Sales Tips –Tools to build your business Professional Development –LILI –Leadership Local Leadership State Leadership –Awards –Professional designations

The industry's leading voice on Capitol Hill and in state legislatures14 Advocacy –Legislative Advocacy You protect your clients futures, NAIFA fights for the future of the profession by: –Taking a stand on issues that affect our members such as STOLI, plus other issues that protect the products that you have already sold your clients –Influencing political opinion through Political Action and Involvement Committees APIC

The industry's leading voice on Capitol Hill and in state legislatures15 Advocacy - continued Advocacy –Mobilizing and informing members on topics of interest and through …

The industry's leading voice on Capitol Hill and in state legislatures16 Advocacy - continued Advocacy –Mobilizing and informing members on topics of interest and through …

The industry's leading voice on Capitol Hill and in state legislatures17 Advocacy Legislative –State State Action Alerts State GovAlerts –National National Action Alerts National GovAlerts

The industry's leading voice on Capitol Hill and in state legislatures18 State Government Alerts

The industry's leading voice on Capitol Hill and in state legislatures19 Website Access Lookup your zip + 4 and enter in the boxes to the left Then click button below

The industry's leading voice on Capitol Hill and in state legislatures20

The industry's leading voice on Capitol Hill and in state legislatures21 National – Federal Legislative Issues NAIFA – National Federal Issues NAIFA-ND State Issues NAIFA-Locals Grassroots State – State Legislative Issues Local - Grassroots Website Access

The industry's leading voice on Capitol Hill and in state legislatures22 Website Access NAIFA-Minot

The industry's leading voice on Capitol Hill and in state legislatures23 Website Access NAIFA-Minot Calendar of Events of all activities

The industry's leading voice on Capitol Hill and in state legislatures24 Website Access NAIFA-Minot

The industry's leading voice on Capitol Hill and in state legislatures25 Website Access NAIFA-Minot for for password

The industry's leading voice on Capitol Hill and in state legislatures26 Website Access NAIFA-Minot

The industry's leading voice on Capitol Hill and in state legislatures27 Website Access NAIFA-Minot

The industry's leading voice on Capitol Hill and in state legislatures28 Website Access NAIFA-Minot

The industry's leading voice on Capitol Hill and in state legislatures29 Website Access NAIFA-Minot

The industry's leading voice on Capitol Hill and in state legislatures30 Website Access NAIFA-ND ww.naifa-nd.orgww.n

The industry's leading voice on Capitol Hill and in state legislatures31 Website Access

The industry's leading voice on Capitol Hill and in state legislatures32 Practice Resources Sales Tips

The industry's leading voice on Capitol Hill and in state legislatures33 Practice Resources Sales Tips Login = xxxx password = xxxx for username and

The industry's leading voice on Capitol Hill and in state legislatures34 Practice Resources Sales Tips

The industry's leading voice on Capitol Hill and in state legislatures35 Practice Resources Member Benefits – Virtual Library

The industry's leading voice on Capitol Hill and in state legislatures36 Practice Resources Member Benefits – Virtual Library

The industry's leading voice on Capitol Hill and in state legislatures37 Practice Resources Member Benefits – Virtual Library

The industry's leading voice on Capitol Hill and in state legislatures38 Practice Resources Member Benefits – Virtual Library

The industry's leading voice on Capitol Hill and in state legislatures39 Professional Development LILI

The industry's leading voice on Capitol Hill and in state legislatures40 Professional Development LILI

The industry's leading voice on Capitol Hill and in state legislatures41 Professional Development LILI

The industry's leading voice on Capitol Hill and in state legislatures42 LILI

The industry's leading voice on Capitol Hill and in state legislatures43 LILI If interested, send an to anyone on the leadership team: Or send an to: Vanda Campbell, Executive Secretary

The industry's leading voice on Capitol Hill and in state legislatures44 Leadership – Local (Executive Committee) All of these are listed on the website

The industry's leading voice on Capitol Hill and in state legislatures45 Leadership – Local (Board of Directors) All of these are listed on the website

The industry's leading voice on Capitol Hill and in state legislatures46 Leadership – Local (Committee Chairs)

The industry's leading voice on Capitol Hill and in state legislatures47 Professional Development Awards Association Awards Industry Awards Special achievement Awards We're committed to recognizing the outstanding work of our members and recognize them annually for their commitment to achievement

The industry's leading voice on Capitol Hill and in state legislatures48 Professional Development Awards

The industry's leading voice on Capitol Hill and in state legislatures49 Professional Development Awards

The industry's leading voice on Capitol Hill and in state legislatures50 Professional Development Professional Designations

The industry's leading voice on Capitol Hill and in state legislatures51 Professional Development Professional Designations

The industry's leading voice on Capitol Hill and in state legislatures52 Professional Development Professional Designations

The industry's leading voice on Capitol Hill and in state legislatures53 Professional Development Professional Designations

The industry's leading voice on Capitol Hill and in state legislatures54 Professional Development Professional Designations

The industry's leading voice on Capitol Hill and in state legislatures55 Involvement Thank you for taking the time to be here for this orientation If you’d like to step up your level of involvement, talk to me or one of the other members on the leadership team.

The industry's leading voice on Capitol Hill and in state legislatures56 Thank You! Final note: NAIFA needs to grow to be effective. Help us grow membership. Do you know of other agents or reps that would be candidates for membership?