By Robert M. Nelson, CLU, LUTCF, NAIFA President

It’s hard to believe, but this is my last “ViewPoint” as your president. Certainly, this has been an extraordinary year … for you, for me and for NAIFA.

Some of you were with us in Salt Lake City when my presidential year began … the day after Sept. 11. On a morning that was supposed to be filled with joy and expectation, the convention hall was instead filled with disbelief, anger, sorrow and finally, resolve. We eventually completed a difficult meeting, and each of us now has a unique story of how we made our way home. Along the way, Americans were rediscovering a caring attitude towards each other and it showed. Strangers were reaching out to those traveling, offering assistance and reassurance, along with displays of patriotism.

NAIFA membership is the best bargain in the business!

In every public act, our business seemed to take the high road as we addressed the reality of claims and personal tragedies. We told the world that no company would use the war clause to avoid paying benefits; we paid claims without death certificates; NAIFA joined LIFE and the American Council of Life Insurers to announce free assistance to all victims searching for answers.

It was a dark hour for America, and heroes were emerging everywhere. NAIFA members were among them, making decisions to help deliver on promises made and turning them into promises kept.

The NAIFA family
Looking back, I have never been prouder of NAIFA and the role of our members in helping to heal a nation. My travels since Sept. 11 have allowed me to see our role and purpose more clearly. Time and again I have been reminded that while NAIFA does many things well, fundamentally it is still a family. I know this may fly in the face of current corporate culture, but the truth is, it is more rewarding to enjoy life within a strong family than alone.

So when I think of NAIFA as a family, I think of the many talented members who make this business a better place for all of us. I think of the thousands of members who form the grassroots network connected to state legislators and members of Congress. I remember the admonition, “What is the one thing you cannot do for yourself, that is critical to your success, and you cannot get anywhere else?” And that of course is governmental advocacy that protects your career in this highly regulated business. That alone is worth many times the cost of NAIFA dues.

Your advocate
It’s time to proudly spread this message to the nonbelievers. Government advocacy doesn’t “just kind of happen.” NAIFA leaders and thousands of members across the country make your career safe from overzealous government interference. When you add member benefits that sharply improve your bottom line, it’s clear that NAIFA membership is the best bargain in the business!

My vision of NAIFA has always been very fundamental. We are inclusive, we do not favor a particular designation, we are a strong protector of producers’ careers, we are consumer friendly, and for over 100 years, we have proudly been an insurance-based financial planning, professional trade association. I hope you celebrate these truths and share NAIFA with nonmembers.

In a rapidly changing world, we could use a partner that helps us survive and thrive. NAIFA stands out as the perfect partner. Thanks for the opportunity to be your president. It has been an honor and a privilege. I wish you every success possible!

Bob Nelson, CLU, LUTCF, is vice president of the life and estate planning division at Grace-Mayer Insurance in Omaha, Neb. He was elected president of NAIFA in September 2001.

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