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					              NAIFA - Central Coast News
 National Association of Insurance and Financial Advisors - Central Coast
                                              ISSUE: November 2007
                                                       MEETING INFORMATION
                                    Place........................................................... Pelican Point Restaurant
                                         .
                                    General.Meeting ....................................... November 15, 2007
                                    Table.Topics............................................. 10:30 AM
                                    Check.–In.Time ........................................ 11:30 AM
                                    Meeting.Begins ......................................... 12:00 AM


                        Luncheon Reservations: $15           RSVP Online at www.naifacc.org

                                                                   MEET THE SPEAKER
                                                                          MARK J. HANNA,
                                                                      CLU, CHFC, REBC, RHU
                                                             2007 CHAIRMAN- TOP OF THE TABLE

                                                                Who’s Holding The Rope?
                               Mark.is.CEO,.Chairman.and.Founder. Certification Institute
The Central Coast              of.Hanna.Global.Solutions..              .
                                                                        Hanna Global Solutions. is. a.
                               A.29.year.veteran,.Mark.is.recognized. Business. Process. Outsourcer. “BPO”.
 In This Issue:                internationally. for. professional. and. in. human. capital. management. and.
                               industry. accomplishments.. Mark. a licensed insurance and financial
                               has.served.on.many.local,.state,.and. advisory firm. The Firm has evolved
                               national.boards.of.directors,.including. from. a. traditional. insurance. and.
   President’s Message        the. National. Board. of. Directors. of. financial services company into a
                               The. Society. of. Financial. Service. boutique. provider. of. Human. Capital.
   Meet the Speaker
                               Professionals.and.California.Board.of. Management. delivering. a. range. of.
   Treasurer's Report         National.Association.of.Insurance.and. H.R.. solutions.. Through. this. unique.
                               Financial.Advisors..A.Past.President.of. business model, Mark easily qualifies
   AHIA Report
                               the.Golden.Gate.Chapter.of.SFP.and. for. Top. of. the. Table. honors. (many.
   Legislative Report         NAIFA.San.Francisco,.Mark.currently. times.over).each.year.
                               serves.as.Divisional.Vice.President.of.
 Public Relations &           the. Million. Dollar. Round. Table. and. Hanna’s. unique. position. as. the.
 Professional Development
                               is. a. member. of. The. Association. of. outsourcers.    “outsource”.    allows.
   Facilities Report          Advanced.Life.Underwriting.(AALU).       his. Firm. to. expand. its. offering.
                                                                        throughout.the.entire.Human.Capital.
   IFAPAC Report
                               Mark. holds. many. professional. compendium.. Hanna. Global’s. client.
   Corporate Sponsors         credentials,. including. Chartered. list. includes. several. Fortune. 500.
                               Financial. Consultant,. Chartered. Life. companies. and. a. few. Fortune. 25.
   YAT Report
                               Underwriter,. Registered. Employee. firms. Hanna Global currently serves
   Membership Report          Benefit Consultant, and Registered over. 30,000. employees. and. their.
                               Health. Underwriter.. In. 2007,. Mark. families.worldwide.
   Legislative Contact Info   was. awarded. his. Global. Professional.
                               in.    Human.      Resource.    (GPHR). Integrity,.Wisdom,.and.Relationships.
                               credential.from.the.Human.Resource. are.the.Core.Values.of.Hanna.Global.

          Serving California’s Professional Insurance and Financial Advisors
                                                            
	

                                       Official Publication of NAIFA - Central Coast

                 NAIFA - CENTRAL COAST
                     Board of Directors
                                                                                              President's Message

                                                                                              By:..
                                                                                     Frank.A.Burrola,.LUTCF
                        President                                                          President
                 Frank.A..Burrola,.LUTCF
                     Burrola.Ringer
                         President Elect                                          Hola.Amigos
                          Jim.Marshall
                                                                                  Wow.the.Holiday’s.are.upon.us.once.again..This.
               Immediate Past President                                           is.a.great.time.to.thank.those.who.have.made.a.
                                                                                  difference.in.your.lives..I.would.like.to.thank.all.
                 Miguel.Paredes,.CSA
                                                                                  of.you.for.keeping.NAIFA.Central.Coast.alive.and.
                Neal-Trusdale.Insurance                                           well.and.I.encourage.you.to.get.involved..
                  Secretary/Treasurer                                             November. promises. to. be. another. outstanding.
                 Melinda.Monteen,.LUTCF                                           meeting..Our.speaker,.Mark.J..Hanna.from.Hanna.
                   Monteen.Insurance                                              Global.Solutions.is.energetic.and.entertaining..Did.
                                                                                  I.mention.a.Top.of.the.Table.MDRT.producer!.Don’t.
              National Committee Person                                           miss.this.opportunity.to.hear.how.he.does.it..Don’t.
                       Rick.Ireland.                                              forget.to. invite.a.prospective. new.member.to.the.
                   INI Group Benefits                                             meeting..Our.membership.team.headed.by.Miguel.
                                                                                  Paredes.would.love.to.meet.them..I.would.also.like.
                                                                                  to.thank.Miguel.and.his.team.for.their.wonderful.
                                                                                  and. successful. efforts. last. month. with. National.
                  Board & Committee Persons
                                                                                  Membership.Day,.great.job!.
              .
    Membership.......................................Miguel.Paredes
    YAT.......................................................Jim.Marshall        We.have.enclosed.a.copy.of.an.email.from.Larry.
    IFAPAC....................................................... David.Ion       Lee,. NAIFA. –. Californian. IFAPAC. Chairperson.
                                                                                  with. an. important. call. to. action.. Please. take. a.
        .
    AHIA. .......................................... Connie.Framberger            moment.to.look.it.over.and.consider.what.IFAPAC.
    Programs............................................ Martha.Wilson            does. for. us. and. the. industry.. For. those. of. us. in.
    Legislation................................................. Dick.Kane        the. securities. business. 2-b. fees. are. getting.
                                                                                  more.and.more.attention..In.fact.this.was.one.of.
                          ........................... Adi.Ringer
    Leadership.Development.                                                       the.topics.we.discussed.on.the.Hill.in.Washington.
    Public.Relations. ................................. Annie.Shanks
                    .                                                             D.C..at.the.National.Convention.with.our.elected.
    Community.Service. ................................. Committee
                     .                                                            representatives..

              ......................................Christine.Jennings
    Facilities.                                                                   I.look.forward.to.seeing.each.of.you.in.November..
    LUTC.Prof..Developmen.....................Malcolm.Pickett                     Remember.there.is.no.general.membership.meeting.
    Corporate.Sponsors............................. Annie.Shanks                  in.December..

    Special.Projects........................................Tim.McGee             Happy.Holiday’s
    Awards.................................................... Jack.Smith
              .
    Call.Teams......................................... Martha.Wilson
    Association.Executive....................Monique.Chenault

                                                     MISSION STATEMENT
                                To advocate for a positive Legislative and regulatory environment,
                                enhance business and professional skills, and promote the ethical
                               conduct of our members for the benefit of the communities we serve.


                Serving California’s Professional Insurance and Financial Advisors
                                                                              2
                       Official Publication of NAIFA - Central Coast




        Treasurer                                   Association of Health
         Report                                      Insurance Advisors
             By:..                                              By:..
       Melinda.Monteen                                   Connie.Framberger
          Treasurer                                         AHIA Chair
                                                                  Association of
General Checking Account: $ 10,363.04                       Health Insurance Advisors
                        as of 09/25/07
Reserve Account:             $ 3073.38             Greetings.from.AHIAville!.A.lot.is.happening.in.our.
Family Care Fund Account:    $ 6636.90             industry. and. more. to. be. happening. in. the. future..
                                                   Don’t.be.left.out.in.the.cold!.If.you.have.any.business.
                                                   in.health,.DI,.LTC,.or.worksite.marketing.products,.
General.and.main.checking.account.has.been.        then.this.is.the.place.for.you..Dues.are.ONLY.$5.
reconciled.                                        per.year!.Upcoming.educational.phone.conferences:.

We.are.still.in.the.process.of.completing.the.     November.7-.LTC.Executive.Carve.Outs……now.this.
                                                   is.a.timely.topic!.Be.a.member.of.AHIA.and.get.this.
Budget.for.the.coming.year.and.it.will.be.ready.   for.free!!
for your approval after any final changes by
your.Board.of.Directors.                           December. 5-. Creating. and. Communicating. Value.
                                                   to.Clients…..who.doesn’t.need.to.do.that?.If.we.are.
            (805) 544-5377
     Melinda@Monteeninsurance.com                                                   Continued on page 4

          Serving California’s Professional Insurance and Financial Advisors
                                               3
                             Official Publication of NAIFA - Central Coast
Continued from page 3                                    ever we need to unite and fight those
perceived.as.having.no.value,.then.consumers.will.join. changes.that.threaten.our.industry.and.our.
in.on.the.wave.to.go.direct.to.the.carriers..Listen.and. clients...The.most.effective.way.we.can.do.
learn.on.this.one!                                       this.is.through.the.NAIFA-IFAPAC.
Remember.that.November.is.Long.Term.Care.Awareness.
                                                                    We.are.heading.into.another.big.political.
Month..AHIA.provides.free.resources.to.agents.who.are.
members! Log on to www.ahia.net and find out about                  season, primaries first and then elections.
the LTC flyer, and products available to you. Go out                NAIFA.needs.to.be.a.presence.with.both.
and.make.LTC.Awareness.Month.your.best.ever..                       those in office and those seeking office for
                                                                    the first time.
See. you. at. the. meeting. and. I. will. have. applications.
on.hand.
                                                                    Many.of.you.already.contribute.and.we.
             (805) 541-0462                                         thank.you.and.hope.you.can.do.even.more.
      connie@frambergerbenefits.com                                 at.this.crucial.time...For.those.that.haven’t.
                                                                    helped.in.the.past,.now.is.the.time.to.
                                                                    step.forward...Remember.for.every.dollar.
                                                                    you.contribute.to.the.PAC,.50%.stays.in.
                                                                    California.

                                                                    To.increase.your.contribution.you.can.
                                                                    go.to.the.NAIFA.website,.(www.naifa.
                                                                    org),.and.download.an.application,.or.
Dear.Fellow.NAIFA.Member:
                                                                    do.it.online.at.https://secure.naifa.org/
                                                                    ifapaccontributions.
Your Important Call To Action!!
                                                                    Let.us.determine.our.future.rather.than.
We.need.your.active.participation.today.
                                                                    leaving.it.to.bureaucrats....
more.than.ever...In.Washington.we.are.
facing.serious.issues.with.regard.to.
                                                                    Sincerely,
2b-.fees,.improper.sales.practices.to.
                                                                    .
seniors.and.some.form.of.universal.health.
                                                                    Larry.R..Lee,.CLU,.ChFC
insurance...The.Congress.is.also.looking.for.
                                                                    NAIFA.–.California.IFAPAC.Chairperson
additional.tax.revenues.to.fund.numerous.
national.programs,.and.the.insurance.
industry.is.an.obvious.target.due.to.our.
numerous.products.that.enjoy.a.tax-favored.
status...That.favored.tax.status.has.never.
been.more.at.risk.than.it.is.today..

In.Sacramento.we.have.improper.sales.of.
annuities.to.seniors.and.state.controlled.
universal.health.insurance.at.the.forefront.
of.the.current.legislature,.as.you.are.aware..

The.good.news.–.we.do.have.positive.
solutions...The.political.reality.is.we.must.
be.“visible.to.be.viable”...Now.more.than.
            Serving California’s Professional Insurance and Financial Advisors
                                                                
              Official Publication of NAIFA - Central Coast




              Leisure, Werden, and Terry
Phone: (805) 696-6902/Cell: (805) 705-0205/Fax: (805) 696-6904
                      larkstoltze@cox.net
                         Santa Barbara
                     Brokerage.Only.Since.927
        Lark.Stoltze,.CFPTM,.CSATM,.RFGTM,.MBA

     Life Insurance                 Long Term Care Insurance

     Annuities                      Life Settlement



                                              Administrative Corner

                                        Don’t.forget.to.R.S.V.P..the.easy.and.fast.
                                        way.via.the.internet.at.www.naifacc.org..
                                        When. sending. in. your. R.S.V.P.. please.
                                        remember to fill in all the information
                                        requested,. because. we. will. need. that. to.
                                        have. a. name. badge. ready. for. you. and.
                                        know.the.cost.of.your.lunch..

                                        I.look.forward.to.seeing.you.at.the.next
                                        Luncheon.


                                        Monique.Chenault.




   Serving California’s Professional Insurance and Financial Advisors
                                    5
                        Official Publication of NAIFA - Central Coast




                                                           Life is good at Designs In Life
                                                                 Insurance Marketing

                                                           We are here to serve you and we sincerely
                                                           believe that we can help you do a better job
                                                           with your clients! Here's just some reasons
                                                           why: Great service, experienced staff,
                                                           competitive compensation, virtually all major
                                                           carriers offered, advanced underwriting
                                                           assistance, impaired-risk case expertise,
                    PICTURE                                custom training available, generous agent
                                                           referral bonus program, super incentive trips,
                    YOUR LIFE,                             and more.

                    ONLY BETTER.                            Call us on your next case and discover the
                                                                     Designs in Life difference.

                                                                         JEFF TACKETT
                                                              888 990-9993x19 | jt@designsinlife.com
                                                                     www.designsinlife.com




LIFE INSURANCE | ANNUITIES | LONG TERM CARE | DISABILITY     A Principle Office of Insurance Designers




         Serving California’s Professional Insurance and Financial Advisors
                                                  
           Official Publication of NAIFA - Central Coast




Serving California’s Professional Insurance and Financial Advisors
                                 7
           Official Publication of NAIFA - Central Coast

      Public Relations &
  Professional Development
              By:..
         Annie Shanks




    805-544-4088
annie_shanks@glic.com




Serving California’s Professional Insurance and Financial Advisors
                                 
                               Official Publication of NAIFA - Central Coast




                                              Venture Annuities

                                A Proud Sponsor of NAIFA Central Coast

                                            Bradley D. Sicoff
                                         Regional Vice President
                                             (805) 886-2847
   With local support out of the Santa Barbara Sales and Marketing Office

                                               Matthew Phar
                                         Internal Sales Specialist
                                              (805) 560-7727

                           "A partner in protecting your clients' retirement income."




                     3 Ways Advisors Assistant Will Make Your Sales Soar!
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                                          FREE Demo Disc                                                  Program
                                             800-799-4267                                                 "We've grown from hundreds of
                                         www.AdvisorsAssistant.com                                        clients to thousands of clients.
You'll track every prospect and be                                                                        This would not have been
reminded to call them so they don't slip through the cracks.                                              possible without your program. I
You'll track birthdays and other important events so you can EASILY send cards,                           give it my highest endorsement."
letters, emails, or make calls.                                                                           John S. Konheim, CLU, ChFC
You'll stay in touch more often to keep your name in front of your clients so they
don't stray to other advisors.                                                                                           NAIFA

    880 Price Street
                                                                                                                     Special Discount
    Pismo Beach CA 93449                            The Leader in Client Management Software Since 1985            for NAIFA Members


         Serving California’s Professional Insurance and Financial Advisors
                                                            9
                 Official Publication of NAIFA - Central Coast


Life Underwriter's                          Political Action
 Training Council                          Committee Report
        By:
   Malcolm Pickett                                  By:..
  LUTC Chairperson                               David.Ion
                                             IFAPAC Chairperson




                                           I. want. to. personally. thank. every. NAIFA.
                                           member.who.has.contributed.to.the.PAC.this.
                                           year.. It’s. not. too. late. for. those. of. you. who.
                                           haven’t..I.have.until.December.th.to.send.in.
                                           all.contributions.for.the.2007.year.

                                           If.you.have.not.contributed.now.is.the.time..
                                           We.need.the.support.of.all.out.members.and.
                                           not.just.a.few..The.closest.analogy.I.can.give.
                                           to. what. the. PAC. means. in. simple. terms. is.
                                           this..

                                           Do you drive without auto insurance? Do you
                                           own a home with no homeowners insurance?
                                           Do you walk around without health insurance?
                                           Is a retirement plan a foreign concept?

                                           If.you.answered.no.to.all.the.above.questions.
                                           you.need.to.contribute.to.the.PAC..The.PAC.
                                           is.our.insurance.that.someone.is.protecting.
                                           our.right.to.earn.a.living..

                                           If. you. answered. yes. to. any. of. the. above.
                                           questions.it.is.time.to.sit.down.with.a.NAIFA.
                                           member and fill in the gap.

                                           If.for.some.reason.you.don’t.want.to.contribute.
                                           to. a. political. party. then. designate. your.
                                           PAC. contribution. for. administration.. That.
                                           way. you’re. still. supporting. your. industry.
                                           without the conflict of religious or political
                                           restraints.

                                                       (805) 458-9022
     Office (805) 434-5220                             (805) 528-4358
    MPickett@assetpro2.com                           D.Ion@sbcglobal.net
     Serving California’s Professional Insurance and Financial Advisors
                                      0
                         Official Publication of NAIFA - Central Coast

                                                	   Advisors	Assistant.          05-773-79
 2006-07 Corporate                              .
                                                .
                                                    .  Shari.Martin

     Sponsors                                   	
                                                .
                                                    American	Skandia/Prudential	Financial
                                                    .  Christopher.P..Sheckley.
                                                .   .  .                        00-2-039.x5792
               By:..                            .
         Annie.Shanks                           	   Blue	Cross.                  05--
                                                .   .   Kip.Meredith.            .
     Corporate Sponsor Chair                    .
                                                .   Designs	in	Life	Insurance	Marketing
                                                .   .   Jeff.Tackett.              05--73
.	                                              .
                                                .   John	Hancock.                05--27
                                                .   .   Brad.Sicoff
                                                .
                                                .   Leisure	Werden	&	Terry.      05-705-0205
                                                .   .   Lark.Stoltze
                                                .
                                                .   LISI                         00-970-57
                                                .   .    Jason.Herbison

                                                	 State	Farm	Insurance.          05-595-2053
                                                . .   Walt.Heagy

                                                	 Warner	Pacific.                05--02
                                                . .  Kim.Novak.
                                                .
                                                                   805-544-4088
                                                               annie_shanks@glic.com




            Serving California’s Professional Insurance and Financial Advisors

                                              
                            Official Publication of NAIFA - Central Coast



YAT                                                            MEMBERSHIP
               By:                                                   By:
           Jim.Marshall                                         Miguel.Paredes
             YAT Chair


I.thought.it.would.be.nice.this.month.to.include.a.
Multi-Line.article.for.our.P&C.agents.

Please.contact.me.if.you.are.interested.in.helping.
out. with. Yat. or. Multi-line.. . Jim. Marshall. 52-
739

Enjoy.the.article:
       A Multiline Agent’s Three Must-Dos
Scott. Foster’s. not. just. any. multiline. agent,. he’s.
also. an. MDRT. member.. He. offers. three. tips. for.
you.to.get.there,.too.....By.Lisa.Singh

 “IT’S REAL EASY TO FORGET THAT BUSYNESS
            DOESN’T NECESSARILY
             LEAD TO LIFE SALES.”
            – SCOTT FOSTER, CLU.

What. does. it. take. to. be. a. top. multiline. agent?.
Scott. Foster,. CLU,. a. State. Farm. agent. and. life.
member.of.MDRT,.knows.the.answer.well..Foster.
joined. State. Farm. in. 97,. starting. an. agency.
from. scratch.. By. his. second. year,. he’d. made.
MDRT..By.his.seventh,.he’d.become.State.Farm’s.
leading.producer.in.life.sales..

By.contrast,.nearly.half.of.all.new.multiline.agents.
call.it.quits.by.their.fourth.year,.and.those.who.
remain.rarely.sell.their.clients.on.the.importance.of.
life.insurance..For.example,.LIMRA.recently.found.
that.only..percent.of..million.households.have.
auto,. homeowner’s. and. life. insurance. policies.
with. the. same. company.. Foster,. though,. has. a.
client. base. of. 5,900. households,. and. about. 30.
percent.of.them.have.life.insurance.with.him..
                                                                       Miguel Paredes
His. secret?. “Focusing. on. it—that’s. the. secret,”.                Membership Chair
says.Foster,.speaking.bright.and.early.at.7:30.a.m..                 1400 Madonna Road
from his office in Conyers, Ga. “And believing that               San Luis Obispo, CA 93405
you. can. do. it.”. By. “it,”. Foster’s. talking. about. a.             805-593-1104
                                                                      805-549-7044 Fax
Continued on page 13                                              Miguel@nealtruesdale.com
            Serving California’s Professional Insurance and Financial Advisors
                                                          2
                            Official Publication of NAIFA - Central Coast
Continued from page 12
formula.for.success.that.consists.of.three.things:. a.horse-loving.client.a.blurb.about.an.upcoming.
hiring.quality.support.staff,.doing.frequent.client. horse.show..
reviews. and. setting. sales. goals. for. all. lines. of.
business..                                                Set goals for all lines of business.. Focus. on.
                                                          each. line. of. business,. says. Foster.. That. way.
Hire quality support staff..That.should.be.your. you’ll.avoid.the.common.mistake.of.focusing.so.
first step, says Foster. “Someone’s got to service much.on.your.P/C.business.that.you.forget.about.
the.business.you’re.writing,”.he.says,.“otherwise. selling. life. and. health. insurance—key. products.
you’re.going.to.get.bogged.down.in.service.”.And. that’ll.boost.the.odds.your.P/C.customers.return.
if.you.don’t.have.the.money.to.hire.someone.right. to you for future financial needs. “It’s real easy
away,.take.out.a.loan,.he.says..                          to.forget.that.busyness.doesn’t.necessarily.lead.
                                                          to. life. sales,”. says. Foster.. He. advises. that. you.
Next,.consider.whether.you.want.to.hire.someone. sit.down.with.other.members.of.your.team.and.
who’s. more. sales-oriented. or. service-oriented.. determine.the.amount.of.time.that.you.and.your.
The. answer,. says. Foster,. will. depend. on. which. staff.will.spend.on.a.particular.line.of.business.
area—sales. or. service—you. want. to. focus. most. (auto, fire, life and health insurance, for example),
of.your.time..Then,.hire.accordingly..                    and.how.many.clients.and.prospects.you’ll.each.
                                                          see.a.month..Thanks.largely.to.staff.who.sell.P/
Lastly,.remember.that.a.solid.candidate.doesn’t. C.products.and.pivot.the.talk.to.life.insurance,.
necessarily. need. an. insurance. background.. A. Foster. sees. about. 0. life. insurance. prospects.
good. sales. candidate,. for. example,. may. have. a. month.. He. also. recommends. that. a. multiline.
worked. at. a. brokerage. house. or. spent. college. agent. devote. 30. percent. of. her. time. to. making.
breaks.selling.cars..And.a.good.service.candidate. life.sales..
may. have. been. a. church. secretary. in. the. past..
Foster’s.agency.has.a.staff.of.20..Fifteen.of.them. Finally,. Foster. offers. these. words. of. caution..
are.licensed.to.sell.life.and.health.insurance.along. “There’s.a.lot.of.compensation.as.you.build.the.
with. property. and. casualty. (P/C). insurance.. reoccurring. renewals. of. property. and. casualty,.
Three. (Foster. among. them). are. also. licensed. to. and. a. multiline. agent. is. prone. to. quit. growing.
sell.mutual.funds..                                       and.working,”.he.says..“Whereas,.to.me,.if.[you].
                                                          continue.to.grow.and.work.multiline,.it.continues.
Do frequent client reviews.. “It. builds. to.be.fun—thus.comes.the.life.insurance.”
relationships;. it. builds. trust,”. says. Foster..
Often,. the. trigger. to. call. a. client. may. be. when.     Now is the perfect time to get in on the
a. policy’s. anniversary. date. comes. up.. In. other. action. For more information, give me a call!
cases,.Foster.asks.each.client.how.often.he’d.like.
to.be.contacted..Foster.recommends.sitting.down.                              Jim Marshall
with.a.client.every..months.to.three.years..“Not.
many.things.change.in.a.year,”.he.says,.“so.if.you.
                                                                             805-528-4739
do.it.too.often,.they.feel.like.you’re.wasting.their.       jimmarshall@charterinternet.net
time.and.….just.trying.to.sell.them.something.”.

Beyond. client. reviews,. look. for. other. ways. to.
remind. clients. that. they’re. “not. just. a. piece. of.
business,”.as.Foster.puts.it..He’ll.mail.birthday.
cards,. and. he. keeps. an. eye. on. the. local. paper.
for.mention.of.a.client’s.community.involvement..
Other. times,. Foster. comes. across. a. mention. in.
the.paper.of.an.upcoming.event.that.might.be.of.
interest.to.a.client..For.example,.he.recently.sent.

            Serving California’s Professional Insurance and Financial Advisors
                                                        3
                     Official Publication of NAIFA - Central Coast

    Why I belong to NAIFA
Was. it. the. camaraderie?. No.. Was. it.            Kip Meredith
the. table. topics. and. CE’s?. No.. Was. it.        Regional Sales Manager
the.speakers?.No..Was.it.the.PAC?.No..
Those. are. all. reasons. I. have. stayed. a.
member and I consider them benefits
worth.paying.for..
                                                 •     Variety of health plans for individuals,
                                                       families and small businesses that deliver
The.real.reason.I.joined..I.was.invited.               the affordability, stability, and control
by.a.member.to.come.to.a.meeting..This.                clients need.
member.is.successful.in.the.investment.
                                                 •     Cross-selling opportunities with life,
and insurance field and I respected him
                                                       dental, and senior plans through
and.his.judgment..                               	     Blue	Cross	or	an	affiliate	and	workers'	
                                                       comp through Fremont Compensation
That. is. how. we. can. grow. this. worthy.            Insurance Group.
association.again..It.is.up.to.the.current.
                                                 •     Competitive commissions, plus incentives
membership. to. invite. newly. licensed.               and bonus programs
insurance. and. investment. agents. to.
our.meetings..It.is.not.the.responsibility.      •     Free training, seminars, CD ROM and
                                                       agent website
of. a. chair. or. committee.. All. they. can.
do.is.assist.you.or.take.over.once.the.          •     Local Regional Sales Manager support
invitee. has. attended. a. meeting.. You.
                                                 •		 Agent	Marketing	Assistance	Program	
may.even.know.someone.who.has.been.                  (co-op advertising)
licensed.for.years.and.never.attended.a.
meeting.or.has.not.attended.in.recent.           Call today at (805) 461-1616
years..Invite.them.to.our.next.meeting..         for more information about joining our
If. possible. pick. them. up. and. bring.        team.
them..

Membership. is. something. we. all. can.
participate. in. without. belonging. to. a.
committee. or. board.. Please. consider.
this.a.vital.part.of.your.commitment.to.
NAIFA.
                                                      Blue Cross of California...
                                                      Helping you grow your business.


         Serving California’s Professional Insurance and Financial Advisors
                                            
                   Official Publication of NAIFA - Central Coast

               STATE	AND	NATIONAL	LEGISLATORS
                              INSURANCE COMMISSIONER
                                       John Garamendi
                             California Department of Insurance
                             Consumer Communications Bureau
                             300 S. Spring Street, South Tower
                                    Los Angeles, CA 90013
                                        800-927-4357
                              Website: www.insurance.ca.gov/
                                            State Assembly
Sam Blakeslee                                               33rd District
0.Palm.Street                                            State.Capitol,.Room.52
San.Luis.Obispo,.CA.930                                   Sacramento,.CA.95
(05).59-33                                              (9).39-2033
assemblymember.blakeslee@assmbly.ca.gov                           /
                                                            http:/ republican.assembly.ca.gov/members.

Pedro Nava                                                  35th District
0.West.Anapuma.Street,.Suite.A                            State.Capitol,.Room.00
Santa.Barbara,.CA.930                                     Sacramento,.CA.99-0035
(05).5-9                                              (9).39-2035
Email:..contact.available.through.website                         /
                                                            http:/ democrats.assembly.ca.gov/members/a35/

                                             State Senate
Abel Maldonado                                              15th District
35.Marsh.Street                                           State.Capitol,.Room.02
San.Luis.Obispo,.CA.930                                   Sacramento,.CA.95
(05).59-37                                              (9).5-05
Email:..contact.available.through.website                         /
                                                            http:/ republican.sen.ca.gov/web/5/

Tom McClintock                                              19th District
223.E..Thousand.Oaks.Blvd.,.Ste..00                        State.Capitol,.Room.3070
Thousand.Oaks,.CA.930                                     Sacramento,.CA.95
(05).9-0                                              (9).5-09
Email:..contact.available.on.website                              /
                                                            http:/ republican.sen.ca.gov/web/mcclintock/

                           United States House of Representatives
Lois Capps                                                  23rd District
.Marsh.Street                                           1707 Longworth House Office Building
San.Luis.Obispo,.CA.930                                   Washington,.D.C..2055
(05).5-3                                              (202).225-30
Email:..contact.available.through.website                   www.house.gov/ capps

Bill Thomas                                                 22nd District
505.Capistrano.Ave..Suite.C                                220.Rayburn
Atascadero,.CA.9322                                        Washington.D.C..2055
(05).-03                                              (202).225-79
Email:..contact.available.through.website                         /
                                                            http:/ billthomas.house.gov/
                                      United States Senate

U. S. Senator Barbara Boxer                                 112 Hart Senate Office Building
50.I.Street,.Suite.7-00                                   U.S..Senate
Sacramento,.CA.95                                        Washington,.D.C..2050
(9).-277                                              (202).22-3553
Email:..contact.available.through.website                         /
                                                            http:/ boxer.senate.gov/

U. S. Senator Diane Feinstein
One.Post.Street                                             Hart Senate Office Building
Suite.250                                                  Room.33
San.Francisco,.CA.90                                     Washington,.D.C..2050
(5).393-0707                                              (202).22-3
Email:..contact.available.through.website                   http://feinstein.senate.gov/
  Serving California’s Professional Insurance and Financial Advisors
                                                 5
                           Official Publication of NAIFA - Central Coast

  Table Topics for November 2007 ~ Starts at 10:30 AM
Guaranteed Income Variable Annuities
The.Table.Topic.will.be.given.by.Chris.Sheckley.on.the.Guaranteed.Income.
Variable.Annuities.and.will.be.CE.for.life.insurance,.CFP’s.and.CPA’s..Please.
try.to.invite.as.many.CFP’s.and.CPA’s.as.you.can.



        Please Check the website
  www.naifacc.org for the full News Letter!



                                                                              REMINDER:.
RESERVATIONS MANDATORY.....                                  Lunches.are.$5.and.•.LUPOT.is.$5.for..tickets.
                                                                            .PLEASE RSVP...
         Reserve	your	space	online	at                              If.you.do.RSVP.and.cannot.attend,.
            www.naifacc.org                                       we.will.need.to.collect.$5.from.you!.
                                                              .The restaurant still bills us for your lunch.

              NAIFA-Central Coast

             P. O. Box 2506
       Pismo Beach, CA 93448-2506


           MARK YOUR CALENDARS WITH
            THESE IMPORTANT DATES:


  November 6, 2007 .............. Board Meeting

  November 15, 2007 ............ General Meeting
                                 Luncheon

  November 22, 2007 ............ Thanksgiving
                                 Day

  December ........................... Dark Month
                                       Happy Holidays




          Serving California’s Professional Insurance and Financial Advisors
                                                        

				
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