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By Lucretia DiSanto Jones and Maggie Leyes

NAIFA’s Convention—Off to a Great Start

Wisconsin Exec Wins Management Award

LIFE, Newsweek Hold 8th Annual realLIFEstories Award Dinner

 

The 2003 NAIFA Convention & Career Conference—Off to a Great Start
Education, networking, elections, association-building and fun—all under way in Kansas City, Mo.

NAIFA members from across the country streamed into the Kansas City, Mo., convention center on Sunday, Sept. 14, to take part in the 2003 NAIFA Convention & Career Conference. With “All for One” as its theme, this year’s convention features four days of educational, networking, motivational and association-building events. Over the next three days, AdvisorToday.com will keep you up-to-the-minute on the convention goings-on.

Sunday began with a town hall meeting, which gave members the opportunity to ask questions and give their opinions about the seven proposed changes to NAIFA’s bylaws, which will be voted on this Wednesday. Most of the bylaws raised few comments. The third proposed change, to give the NAIFA board the authority to amend bylaws, received a host of questions from delegates from various states. Only the vote on Wednesday will tell what the delegates finally decide.

After a break for lunch, NAIFA CEO David Woods, CLU, ChFC, LUTCF, gave a warm welcome to the more than 2,300 attendees who packed the hall for the first general session. He addressed a host of issues, including the strides made in the past year to reenergize the association. He also said that NAIFA is working on eliminating redundancy and looking for synergies with other industry organizations—ways to coordinate and collaborate for the good of the whole. “We must work together, act together and carry the same message,” he emphasized.

Honors were bestowed on a multitude of members and state and local associations that made the extra effort in increasing membership and improving association services. The Jack E. Bobo Six Star Award, the top honor for association work, went to 24 associations—while last year there were no recipients. The fire has been ignited!

As head of the Nominations Committee, Bob Nelson, CLU, ChFC, NAIFA president 2001-2002, introduced the candidates for NAIFA secretary and trustee. Each of the 10 hopefuls gave a short presentation of their qualifications to the gathering. Elections are Wednesday, and campaigning will be fierce until then. Stay tuned.

NAIFA EXPO
The NAIFA EXPO hall opened its doors on Saturday afternoon, giving early convention arrivals quality time to peruse the 80 exhibit booths and speak with company representatives from the industry’s most important product and service providers. Definitely not an all-work-and-no-play affair, attendees enjoyed an opening reception with a country fair theme featuring games, food, drink and fun. The EXPO will be open through Tuesday, with time to mingle, network and get informed.

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Wisconsin Exec Wins Management Award
Susan K. Linck, CAE, is the 2003 C. Carney Smith Award recipient.

Susan K. Linck, CAE, the executive vice president of NAIFA-Wisconsin, received the 2003 C. Carney Smith Award for excellence in association management. A 10-year association-exec veteran, Linck received the honor at the Association Executives Advisory Council’s annual award dinner on Friday, Sept. 12. Each year, AEAC recognizes the exemplary work of a staff executive from among the federation’s 900 state and local associations.

NAIFA executives and staff gathered for the cocktail reception and dinner at the Double Tree hotel’s ballroom to celebrate the work of NAIFA’s state and local executives. Anticipation was high as the attendees awaited the announcement of the award winner, which is kept secret until the award ceremony.

As Dick Koob, CLU, ChFC, AEP, NAIFA’s outgoing president, announced Linck as the 2003 C. Carney Smith award winner, the audience rose to give a standing ovation to this hardworking executive. In a champagne toast, she was honored as “a quiet warrior who is always there.”

Established in 1976, the award is named after C. Carney Smith, who set high standards in association management as NALU’s executive vice president from 1963 to 1978.

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LIFE, Newsweek Hold 8th Annual realLIFEstories Award Dinner
Advisors and their clients are honored at a moving and poignant celebration.

Six insurance advisors and their clients were honored at the eighth annual realLIFEstories Client Service Award banquet, held on Saturday evening as part of the NAIFA Annual Convention & Career Conference in Kansas City, Mo.

An emotional tribute, the event brilliantly illustrated the important role insurance agents and advisors play during their clients’ darkest hours—times of personal crisis and great financial need. The event was co-sponsored by the Life and Health Insurance Foundation for Education (LIFE) and Newsweek magazine. Chosen by an independent panel of judges from around the country, the recipients’ stories are highlighted in a special section of the Sept. 15, 2003, issue of Newsweek.

Two recipients were Bob Sapanaro and Bryan Buzzard. Their client, Harvey Wood, a third-generation cotton farmer, had never had an accident in his three decades of farming. His 30-year streak ended in tragedy, however, when a tractor he was refilling with fertilizer slipped into gear and killed him. Fortunately for his family, Wood had substantially increased his life insurance coverage a few years earlier—at Sapanaro and Buzzard’s insistence. With the proceeds, his widow Sandy was able to pay off farm debt, college loans, the mortgage and credit card bills. Today, the family farm continues to thrive.

Highlights for tomorrow on AdvisorToday.com:

  • The John Newton Russell Award Winner
  • Keynote speakers inspire and motivate
  • LUTC award winners

For coverage on Tuesday's events in Kansas City click here
For coverage on Wednesday's events in Kansas City click here

For complete coverage of the 2003 NAIFA Convention & Career Conference, be sure to read your November issue of Advisor Today.

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Convention Preview: Interviews and Articles

A First Timer (9/03)
Angela Mann, a NAIFA Convention first-timer, tells us what she hopes to take home from Kansas City.

Secret Benefits of Attending the 2003 NAIFA Convention and Career Conference (8/03)
Sometimes the best learning experiences happen off the convention floor.

It's All in the Details (8/03)
Workshop presenter Nancy Morith details what it takes to become a long-term care insurance specialist.

Do You Have Influence Skill? (7/03)
Main-stage speaker Bill Bachrach discusses building trust and emotional investment in your clients, not just closing the sale.

Likeability: The Key to Successful Recruitment and Retention (7/03)
Educational workshop leader Jim McCarty provides tips on attracting—and keeping—high-quality salespeople.

Words of Influence (7/03)
Mandy Bass will present "How to Cast a Spell of Influence With Magic Words That Sell," during the convention. Here she offers a sneak preview.

Three Characteristics of Top Producers (6/03)
Bill Bachrach believes that top producers are all seekers, investors and implementers.

NAIFA to the Rescue (6/03)
Convention speaker Jim McCarty tells AdvisorToday.com how NAIFA helped save his practice and how the association helps all insurance and financial advisors.

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