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News & Press: CalAdvisor Newsletter

Performance + Purpose + Membership DAY!

Friday, October 7, 2016   (0 Comments)
Posted by: Shane Westhoelter, AEP, CLU, LUTCF
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Thank you to those who attended the 2016 NAIFA National Convention: Performance + Purpose, in Las Vegas. We had a great time, experienced a NEW NAIFA style conference and spent time with our NAIFA friends from around the country.  If you have “photos” you want to share, send them to us and we will post them on the NAIFA-California website.  Let’s share the fun and educational side of the conference with those who could not attend.

California has TWO National board representatives, please join me in congratulating: Thomas Michael elected for Board of Trustee, and Jill Judd, elected as the NAIFA Secretary (NAIFA President 2019-2020).  We are so excited to have both of them serving the Federation and representing not only California, but all NAIFA members nationally. Applause to you both, California Proud!

Performance + Purpose: the focus of NAIFA going forwardPerformance: the execution or accomplishment of work, acts, feats, a particular action, deed, or proceeding, an action or proceeding of an unusual or spectacular kind. Purpose: the reason for which something exists or is done, made, used, an intended or desired result; end; aim; goal, determination; resoluteness.

NAIFA-California is in agreement with the direction of NAIFA National and the Strategic 2020 Plan.  If you are not aware of the Strategic 2020 Plan, let me know and we will get you a copy.  This is the direction NAIFA and NAIFA-California are heading, and we want each local to be in support of this strategic plan and focus.  We have a Plan, with a Purpose and we will Perform the Plan.

Dues investment increase was approved, which allows NAIFA National to sure up financial commitments, invest in new programs, drive more programs and the result will be more members. A second by-laws proposal passed, allowing NAIFA National to set the dues rate for large organizations who have potential members to join, which will open the opportunity for companies, agencies and marketing organizations to have a set rate across all locals and states for membership dues, making it easier for them to drive membership without the confusion of varied dues structures across states. 

MEMBERSHIP! This month we had a focused membership day. We encouraged each local to host a “call-a-thon,” reach out to their renewal lists, conduct agency visits, invite a potential new member to a monthly meeting; basically do what is needed to drive membership not only for the day but for the month and months going forward.

NAIFA-California “has your back” and we want to help you grow your local, grow your current member’s awareness of NAIFA, bring you fresh speakers, sales ideas, bring back the FUN to being part of NAIFA at a local level. The state leadership supports you, let us know what you need, how we can help and if you want one of us to attend your meeting, simply ask.

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