NAILBA Now: April 11, 2017

By Susan Klemmer posted 04-11-2017 10:07

Read NAILBA Now in PDF format here.

Foundation: Grant Applications are Coming
Your opportunity to help a local charity receive grant funding!

The NAILBA Charitable Foundation, NAILBA’s philanthropic arm, provides grant funds to organizations in the US with great purpose and little economic resources that serve to enhance the quality of life for those less fortunate.  Grant awards are provided ONLY to charities whose applications are supported by a NAILBA member agency principal or staff member, or a staff member of a current exhibitor, sponsor or advertiser. This is YOUR opportunity to help charities you already work with on a volunteer basis receive funding in support of their mission.

Print versions of this 2017 Grant Application will be mailed to every NAILBA member agency principal, contracted exhibitor and sponsor in late April. The deadline for the 2017 Grant Application is July 14, 2017.

Every complete grant application submitted by the deadline that included all of the required attachments will be reviewed by the Grants Review Committee in August. All applicants and their endorsing sponsors will be notified by early September of their grant application's status.

Successful grant applications and their sponsors will be listed on the website in late September and recognized at NAILBA 36 in Hollywood, FL.

Questions about NAILBA Charitable Foundation grants? Contact Kathy Allison, Director of Membership and the Foundation at or 703.383.3072.

Perspectives: April Edition
Check your mailbox or read the digital version here!

Perspectives print subscribers have already received the April issue with a focus on Agency Management and featuring the latest in brokerage industry insights. Perspectives also includes added features such as the Chairman’s column, news from the NAILBA Charitable Foundation, and NAILBA program updates.

This issue includes:

Take Perspectives with you! Read it anywhere you are - it is posted to the main page of the NAILBA web site, and also on the Perspectives page (where you'll also find a link to archived issues, including past digital issues).

*If you have any questions, comments, or feedback about Perspectives, or if you would like to submit a personnel update for Brokerage in Motion, please contact the editor, Susan Klemmer, at or by phone at 703.383.3081. Interested in submitting an article for consideration to Perspectives? See our Submission Guidelines

Members Only: Access Live Recorded Sessions from NAILBA 35
The most popular workshops from are available now!

Seven (7) of the most popular workshops from NAILBA 35 are available now in a Live Recording format (PPT presentations with speaker's audio) – but only to NAILBA members!

The format is suitable for listening in your office, on your tablet, or even on your phone! These Live Recordings capture the entire workshop, presented by the expert speaker on-site, with an audience of your brokerage industry colleagues participating. Now you can listen to these timely and informative sessions on-demand, when you want them, where you want them!

The following workshops are available:


  • ASNG Educational Session: Demonstrate Leadership with Strategic, Effective Succession Planning 
    • Speaker: Melinda Meyer, Aspen Strategies, Inc.


  • Deciphering the DOL Fiduciary Rule
    • Speaker: Chris Morton, AALU


  • Adapt or Die: Surviving in a Post DOL Environment 
    • Speaker: Joe Jordan


  • Filling the Life Insurance Coverage Gap by Changing the Underwriting Paradigm
    • Speakers: Sharon Jenkins, Legal & General America; Neal Halder, Principal Financial Group; Helena M. Roberts, Lincoln Financial Group.
    • Moderator : Gonzalo Garcia, Agency One


  • The Future of Work, Skills and Leadership in a Digital World
    • Speaker: Dr. Tracey Wilen, Thought Leadership Speaker


  • How to Reach Today's Agent: Marketing Tech for 2016 & Beyond
    • Speaker: Justin Blasé, Insurance Forums


  • How to Motivate, Reward, and Retain Top Producers, Including Millenials
    • Speaker: Michelle DeClerk, CMP, Conference Event Management


Each session is offered at an accessible price of just $29 member (agency principal or staff). Bonus! Purchase all seven workshops* and receive a 25% discount. Login to the NAILBA Online Store (use the same email and password you use to register for the Annual Meeting) to purchase your Live Recorded sessions today!

Questions? Email

*25% discount applies to seven workshops purchased in one transaction.

Foundation: Matching Programs
Donations received through June 30 can be matched by your marketing group!

It's that time of year again – the time you have the opportunity to demonstrate your commitment to your community, your industry, and your association and its Foundation.  NAILBA Charitable Foundation Grant Applications are available now (see above) – and in order to fund all of the worthy charities that you support with grant funding from the NAILBA Charitable Foundation, we need your financial contributions.

Your marketing organizations want to help you help your Foundation, and your charities. We are delighted to announce that six (6!) of our marketing organization members (AimcoR, BRAMCO, LifeMark Partners, LTA Marketing Group, The Marketing Alliance, and NBA) have committed to matching donation programs. Thanks to their generous support of the NAILBA Charitable Foundation, your contribution between now and June 30 will be doubled with a matching donation. Keep in mind, grantees in the 2017 cycle will be funded using contributions raised before June 30.

For your contribution to be matched through this program, complete and return this matching contribution form with your donation.  Be sure to note which marketing organization will be matching your donation. Or, visit the Donate page of the Foundation website to select the specific form for your marketing organization.

Don't belong to a marketing organization? No problem! You can still make a donation online or by using this form.  Remember, all donations received before June 30 will go toward funding this year's grant applications.

Questions? Want to initiate your own matching program? Contact Kathy Allison, Director of Membership and the Foundation by email at or phone (703.383.3072). 

Life Happens: DI Resources
Disability Insurance Awareness Month in May

Disability insurance is the most overlooked of the major types of insurance, but certainly one of the most important: 1 in 4 of today's 20-year-olds will suffer a disability at some point in their career.

That's why the nonprofit organization Life Happens coordinates Disability Insurance Awareness Month, a national awareness campaign that takes place each May.

To help you with outreach, Life Happens has a whole suite of DI marketing resources for you to use, including:

  • 6 featured Real Life Stories in video and flyer format, which show how families and business were saved financially by DI when tragedy struck
  • Social-Media Calendar of Prewritten DI Posts for the entire month
  • 20 social-media graphics just on DI, featuring new stats, quotes, and inspiration
  • 4 compelling stats made into short videos, perfect for social media
  • 4 digital flyers that address why people don't get coverage
  • "Disability Insurance 101" video
  • 3 short videos dispelling DI myths

PLUS visit our whole library of popular resources, including the "What You Need to Know About Disability Insurance” brochure.

Get a jump on your plans by checking out these DIAM resources!

AALU Update
Webinar April 13 and discounts to the AALU Annual Meeting!

AALU April Advocacy Update 04.13
As part of our ongoing advocacy partnership with AALU, NAILBA membership is invited to attend this month’s Advocacy Update webinar to stay abreast of the latest in Washington, DC.

This week’s discussion will focus on the latest on tax reform, the DOL rule, and other issues facing the life insurance community.  Also listen in as Brendan Gleason discusses the ins and outs of Capitol Hill Club in advance of the 2017 AALU Annual Meeting (see below for discounts to NAILBA members).

When? THIS Thursday, April 13, 11:00 am ET

Moderator: David Hollingsworth, Director of Public Policy, AALU
Panelist: Brendan Gleason, Assistant Vice President of Political Advocacy, AALU

Register Here

Discounted Registration Available to AALU Annual Meeting for NAILBA Member Agencies
Also as part of our ongoing advocacy partnership with AALU, NAILBA members will receive a special rate to attend AALU’s 60th Annual Meeting! If you and two of your producers register, you will be able to attend one of the industry’s premier conferences for about half the cost!

This year’s AALU meeting (April 30-May 2; Washington, DC; Marriott Marquis) will focus on challenges identified by producers: Department of Labor insights and tips, a firsthand look into the direction of the Trump Administration, and ways to increase your business during this uncertain legislative and regulatory time.

Main platform speakers include:

  • Theo Epstein (President of Baseball Operations, Chicago Cubs)
  • Mick Mulvaney (Director, Office of Management & Budget) **AALU Members Only
  • Zanny Minton Beddoes (Editor, The Economist)
  • Inky Johnson (Former University of Tennessee Football Player)
  • Rich Karlgaard (Entrepreneur & Forbes Magazine Publisher)
  • Dr. Charles Krauthammer (Political Commentator, The Washington Post & Fox News) 

Workshop tracks include:

  • Practice Management
  • Wealth Transfer
  • Wealth Accumulation/Distribution

Capitol Hill Club

  • An opportunity to meet in-person with your Representatives and Senators on Capitol Hill

View agenda

General Registration: $1,599 per person; NAILBA Registration: $830 per person (group of three); Register here Questions?  Contact Jordan Foster at AALU,


Questions about the AALU update? Contact Jack Chiasson, NAILBA CEO at or 703.383.3081.


DOL Life Impact Forum
Presented by the Leaders Group May 2-3 in Washington, DC

Brought to you by the Leaders Group, the DOL Life Impact Forum is your opportunity to learn from the experts about the DOL's impact on your life insurance business. May 2-3 at the Marriott Marquis in Washington, DC, this event will feature insight on policies and procedures regarding the life insurance industry under the new DOL rules for BGAs and broker dealers (wire house, banks and independents).

NAILBA is proud to be a part of the DOL Life Forum with The Leaders Group.   

Despite the recent presidential election, chances are high the rule will be implemented. Don’t miss the opportunity to help shape the industry; please register now to confirm your participation (copy and paste this URL if the link above is not working:

NAIFA Congressional Conference
NAILBA members are invited to register today!

The NAIFA Congressional Conference, May 23-24 in Washington, DC, is the largest annual insurance agents and financial advisors day on the hill. It is crucial that our nation’s lawmakers are well informed on how their decisions affect advisors, brokers and, most importantly, our clients’ financial well-being. 

The looming threats to our industry are very real.  The industry needs you to lead the way and attend the 2017 NAIFA Congressional Conference to ensure that laws and regulations enhance, not restrict, the ability of middle market families to have access to the products and services offered by our industry.  Please help us make a difference by registering today!  For additional information about the NAIFA Congressional Conference, view the FAQs.

Exhibitor/Advertiser/Sponsor Corner
NAILBA 36 Affiliate Space Requests, Exhibit Deposit Deadline, Event Advertising, and more!

NAILBA 36: Meeting Space/Hospitality Suite/Sleeping Room Block Requests: Deadline April 21!
An email was sent on February 23 to all main contacts of contracted exhibiting and sponsoring companies with information on how to reserve meeting space, hospitality suites, and sleeping room blocks (9+ rooms). The Affiliate Meeting Space/Sleeping Rooms/Suite Request Form is here, and further information about policies, deadlines, etc. were included in the email and are posted to the NAILBA 36 website. Included with the form are suite floor plans available to our group with specifications and group pricing. You must use this form and this process to reserve hospitality and meeting space at the hotel during NAILBA 36. The deadline to submit your request and have your space assigned in priority point order is April 21.


Promotional Opportunities Guide: Sponsorships, Exhibits, Advertising and NEW Event Advertising
The newly re-worked 2017 Promotional Opportunities Guide has literally DOZENS of new opportunities for you to marshal your marketing dollars in support of the brokerage community. There’s an opportunity to fit every budget!  Special Offer: mention code ISEEYOU when you call/email, and you’ll receive a free digital BANNER ad (value $750), placed on all five of NAILBA’s digital platforms for one month with the purchase of a sponsorship, event advertising or advertising!

Perspectives magazine is NAILBA’s official magazine and communication tool, published quarterly and attracting the attention of the largest wholesale brokerage carriers and technology companies in the industry. NAILBA launched a digital version of Perspectives magazine in 2014. All print advertisers receive additional exposure in the digital magazine at no additional expense. The deadline to submit an advertising contract/insertion order for July’s issue is May 8; ad artwork will be due on May 22.

NEW THIS YEAR: we have separated Event Advertising from Sponsorships to more clearly identify opportunities at the Annual Meeting where NAILBA co-branding is not necessary.  Are you launching a new product, rolling out a new campaign, or simply like seeing your company’s name displayed in ten foot high letters? Then Event Advertising is for you! Check out what’s available in Event Advertising here. (Event Advertising was formerly known as Unique-to-Venue “sponsorships”).

We also still offer traditional sponsorship opportunities (general sessions, meals, etc.). First right of refusal for existing sponsors was in January based on priority point seniority and current contracted sponsorship.  You may be surprised to see what wasn’t picked up from last year!

NAILBA offers 5 different digital platforms for ad space: NAILBA Now (bi-weekly e-newsletter),, NAILBA 36 Event site, NAILBA 36 Exhibit Hall Website and NAILBA Network (our recently launched member-centric online community). Please refer to the Online Advertising section of the 2017 Promotional Opportunities Guide for prices and ad specifications. Package discount opportunities are available.  Special Offer: mention code ISEEYOU when you call/email, and you’ll receive a free digital BANNER ad (value $750), placed on all five of NAILBA’s digital platforms for one month with the purchase of a sponsorship, event advertising or advertising!

Package print, event, and online advertising for greater exposure and discount opportunities! Please refer to the Advertising tab in the 2017 Promotional Opportunities Guide for details about online, print, and unique-to-venue (event) advertising opportunities. This section also includes an ALL NEW Creative Opportunities area!

NAILBA 36 Exhibits
NAILBA 36 exhibit space is selling fast! If you have not yet committed to participating as an exhibitor at NAILBA 36, your booth selection options are becoming more limited as the weeks pass. Don’t miss out on the opportunity to showcase your product or service Where the Brokerage Industry Meets.

The second payment for exhibit space (25% of the total fee) is due this THURSDAY, April 13. If you have not made payment arrangements or need an invoice, please contact John Tong at

Please refer to the Exhibits section of the 2017 Promotional Opportunities Guide for details about exhibiting and an exhibit application and contract.

NAILBA 36 Sponsorships
NEW THIS YEAR: NAILBA is proud to recognize our sponsors based on their level of support. We have reorganized the sponsorship opportunities based on price, to help you bundle sponsorships in a way that allows your company to ensure they earn the recognition level that matches your marketing goals. In addition, we are offering events that are scheduled multiple times (breakfasts, lunches, breaks, workshops) in a first-come/first-chosen basis. For example, if your company is the first to contract to sponsor a lunch, you will decide first which lunch you are sponsoring once the schedule is finalized (not including events that are already confirmed via first right of refusal/returning sponsors). First right of refusal for current sponsors expired on January 13.

Please refer to the Sponsor section of the 2017 Promotional Opportunities Guide for details about sponsorship opportunities.

Do you need an electronic version of the entire Guide? Here’s the link to the downloadable version of the 2017 Promotional Opportunities Guide! Questions? Contact Susan Haning at or by phone 703.383.3068.