1. “A Seat at the Table” Tom Ashley Director of Member Outreach NAIFA-Florida

2. “If we are not deemed relevant, we do not get a seat at the table.”

3. What table ??? The one that has 5 chairs ---

4. … the most important one in our professional careers.

5. Chair #1 … belongs to federal and state legislators.

6. Chair #2 … belongs to the regulators.

7. Chair #3 … belongs to the companies.

8. Chair #4 ..belongs to consumers and media groups.

9. Chair #5 ..belongs to your association (NAIFA).

10. Chair #5 Our chair used to be big!

11. Chair #5 But it’s gotten much smaller!

12. What if our chair vanished?

13. Legislators --Regulators--Companies--Consumers Agents would have no voice! The other guys make the rules!

14. Agents would get steamrolled in Washington and Tallahassee !!!

15. 2013 Florida Legislature 1) Regulation of Navigators (NAIFA
2013 Florida Legislature 1) Regulation of Navigators (NAIFA !) 2) Citizens Clearinghouse (NAIFA !) 3) Slowed progress of hedge funds trying to declare war on life insurance for STOLI audits (NAIFA !) 4) Killed a HUGE number of bad amendments which would have harmed agents (NAIFA !)

16. Florida 1) NAIFA-Florida stopped a bill which
Florida 1) NAIFA-Florida stopped a bill which would have allowed attorneys in Florida to sell life insurance having a license. 2) NAIFA-Florida stopped a state tax on your commissions (7%?)

22. By the way ….

25. Think about 2 things: 1) What would happen to. your business if NAIFA
Think about 2 things: 1) What would happen to your business if NAIFA didn’t exist? 2) How valuable is that “seat at the table”?

26. Remember: “If we are not deemed relevant, we do not get a seat at the table.”

27. OK -- First things first: 1) President and the rest of your Board
OK -- First things first: 1) President and the rest of your Board must decide they’re going to hit their Membership goal – and establish accountability (for themselves). 2) Create a Membership committee 3) Develop a Membership plan (see template) 4)Recruit new members and renew the current ones. 5) Hit your goal by June 30, 2014!

28. Tools you’re going to need: 1) Short membership app 2) “Connections That Count” folder (remove NAIFA app!) 3) NAIFA “Member Benefits Guide” (blue) 4) Monthly Membership Scoreboard (NAIFA-Florida)– to track your progress

30. Tools you’re going to need: 5) NAIFA website (www. naifa. org)
Tools you’re going to need: 5) NAIFA website ( (Leaders Center, Online Service, Ctr.) 6) DFS list of licensees (80,000 in Fla. !!) (Call Diana) 7) Need talking points and Power Points? (Call Tom) 8) Need lists of current members, renewals, lapses? (Call Diana)

31. Sources of New Members 1) Your local meetings. 2) Your own agency
Sources of New Members 1) Your local meetings. 2) Your own agency. 3) The agents you do business with (HO, auto, business ins., etc.) 4) Other agencies in town.

32. Problems? Questions? 1) Call your liaison 2) Call Ronnie 3) Call Tom 4) Call Diana We will help you !!!!!

33. Earn recognition! 1) Pinnacle Club (NAIFA-Florida) 2) Jack Bobo Award (NAIFA) More importantly: Make it a matter of professional commitment to protect our industry and keep the 5th chair at the table. (It’s vital – and NAIFA needs your help.

34. “A Seat at the Table” Tom Ashley Director of Member Outreach NAIFA-Florida