Embed Size (px)
Citation preview
Name__________________________________________Company:________________________________________
E-mailaddress:______________________________________________Telephone:___________________________
$25 Members (reservations required)
$30 Non Members GuestName:______________________________________
Enclosed is my check for $___________ payable to NAIFA Honolulu
Reservation FormHale Koa Hotel - Banyan Tree Showroom • July 21, 2011
Return this form by July 18, 2011 (please cooperate)
Please return by July 18, 2011Mail to: 516 Kawaihae Street, #EHonolulu, Hawaii 96825 or Fax to 395-4417and pay at the door.
TO RESERVE: Complete and return this reservation form. Be sure to send in the form by the deadline. Any guest attending must be indicated on the reservation form. POLICY: We must receive your reservation by the specified deadline date. Reservations are absolutely required for food service. To cancel your reservation, please call Cynthia Hayakawa at 394-3451, leave your message no later than 72 hours prior to the event. If you fail to do so, you will be billed for the cost of the meal. No-shows will be billed for the meal cost as well. Member’s reservations are non-transferable.
July 2011
NAIFA NewsNational Association of Insurance and Financial Advisors
DEFINED BENEFIT PLANS FUNDED WITH LIFE INSURANCE PRODUCTSAn Idea Whose Time Has Come(1 Hawaii LIFE Subject CE Credit Approved)
ProgramOverview
Qualified defined benefit plans (DBs) funded with life insuranceproductshaveanespeciallyattractivecom-bination of features that may help baby boomers busi-ness owners rapidly realize potentially significant retire-ment savings in the face of market volatility, bankruptcy or even death. This singular, satisfying mix of features includes tax deductions that are among the largest of any qualified plan and can create talk among boomers about a better way to save.
We Are Pleased To Present At Our Joint Meeting With The Society of Financial Service Professionals (SFSP)
Our Speaker
Steven K. Rabinaw is Director of Qualified Plan Marketing for National Life Insurance Company. He has been promoting the value of retirement plans for over 25 years, including 17 years with the MONY Life Insurance Company. Steve has extensive experience in creating successful mar-keting programs, managing marketing
areas dedicated to retirement plan sales, gener-ating marketing material for use throughout the sales cycle, comprehensively training life agents and working closely with them on cases.Questions: Call 394-3451 or email at: [email protected]
By the end of the program you will understand how Boomer business owners can save:Tax favored and fast confidently despite market volatility, bankruptcy or death efficiently, even when contribut-ing for eligible employees for an enriched retirement, and beyond.
Date: Thursday - JULY 21, 2011
Place: HALEKOA HOTEL Banyan Tree Showroom
Time: 11am -- AUDIO Program Noon -- Luncheon Continue the Dialogue with the Hawaii Society of FSP Members at the Lunch Table
Cost: $25 Members $30 Non Members
EXECUTIVE DIRECTORCynthia Takenaka
516 Kawaihae Street, #EHonolulu, HI 96825
Phone: 394-3451Fax: 395-4417
e-mail:[email protected]
MEMBERSHIP CHAIRDarin Inouye
Trusted AdvisorsPhone: 539-1770
e-mail:[email protected]
WEBSITES:NAIFA Honolulu
www.naifanet.com/honoluluNAIFA
www.naifa.org
Page 2
President’s Message by Jesse Markham
The current fiscal year has been marked by continued declining membership due to attrition and not being able to offset the non renewing memberships with new memberships from both veterans and newcomers to the industry. Conversely this had affected the state’s numbers because NAIFA Honolulu is the primary driver of membership.
With that said I have optimism that as a Board we are laying the foundation for improved member-ship, camaraderie and fellowship amongst colleagues. The drivers I believe will be YAT and a man-agers committees here on O’ahu to have buy-in at various stages in one’s career.
In case you did not know, the reason that I am able to look backwards and forwards as the NAIFA Honolulu President is that myself and the officers have agreed to remain in the same positions for a second year to continue the various agendas that we as a board have started.
We began our new fiscal year on July 1st. We hope that you will find our programming beneficial and join us in the coming year. Hope to see you on July 21st for the audio program and lunch at the Halekoa with the Hawaii Chapter of the Society of FSP. Aloha.
[email protected]: 526-4442
Installation Ceremony for the 2011-2012 Board of Directors Will Be Conducted at the Lunch Program:
President Jesse Markham AFLAC
President Elect Wayne Bautista Pacific Guardian
Vice President Derek Tenn New York Life
Secretary David Arakaki Chinen & Arinaga Finl.
Treasurer Clayton Agena Clayton Agena & Assoc.
2 Year Directors:
Steven Arakawa -Humana
Dustin Deniz - AFLAC
Gigi Fuller -NewEngland
Vladi Sasic-Guardian
Election for Officers & Directors was held on June 23, 2011 at the NAIFA Hawaii Convention at the Ala Moana Hotel.
The Membership Goal for June 30, 2012 is to get back to 300. The major objectives to accomplish this are as follows:
•RetainMembers
• Get New Members
•ProvideMoreValue
The increase in membership in Hawaii will primarily be driven by the NAIFA Honolulu’s efforts. All chapters will be counted on to retain current members. I am ask-ing that we set a retention target of 90%. Our success in attaining this goal will be determined by the com-mitment and execution of duties of the board mem-bers and volunteers on the activities set forth.
Our membership has steadilydeclinedovertheyears.Based on the problems identified, developing and executing a plan to address this will be paramount to our success. First, we have re-organized NAIFA Hono-lulu’s Board of Directors to work by committee with the major focus of increasing membership. The Board will now be a “membership committee” with individu-als assigned to specific tasks. Every member will work together with a leader for each task to divide the workload and create teamwork and accountability.
The Board of Directors will work towards:
• Developing Agency Relationships to Increase
Membership -advanceagencymanagerssupport -increaseagencypresentations - develop “in house” contact person system for major firms - create membership award for new/retention targets for agencies
• Improving Communication & Increase Value Perception
• Solicit Partners/SponsorstoSupportOurPrograms
• Programs to Improve Your Bottom Line & Sales Skills, Motivation, & Prospecting
The more people we have involved in our efforts out-side of the Board of Directors, the better our chances for effecting positive change in our association. These plans will create the foundation on which to build upon for future years to sustain and keep NAIFA Hono-lulu relevant to all its members.
Please contact me at 539-1770 or email at: [email protected] to help grow NAIFA Hono-lulu!
MEMBERSHIP REPORT By Darin Inouye, Membership Chair
As of January 1, 2011, the Professional Liability Insurance Program endorsed by NAIFA is made available exclusively to NAIFA members by CalSur-ance Associates. NAIFA has opted for this change bringing improved policy coverage, added ser-vices and a fresh underwriting perspective. Visit www.naifaeo.com and/or contact CalSurance at 1-888-833-2304
Providing you with the tools you need to close cases
Insurance products issued by John Hancock Life Insurance Company (U.S.A.),Boston, MA 02116.
MLI0629044020
©2005. John Hancock Life Insurance Company (U.S.A.). All rights reserved.
• Case Design andConsultation
• JH Solutions: state-of-the-artconcept illustration systemproviding simple solutionsfor complex ideas
• Monthly E-newsletter
• Legislative Updates
• Quarterly Calls featuring industry experts
• On-line Advanced MarketsLibrary
For more information, please contact:
Mel H. Saiki, REGIONAL DIRECTOR
OR Laurie L. Shenton, ACS, SALES COORDINATOR
55 Merchant St., Suite 1920, Honolulu, HI 96813
Phone: (808) 521-5311 Fax: (808) 524-3878
A Manulife Financial Company
ADVANCED MARKETS GROUP
MEMBERSHIP UPDATE
Page3
WELCOME NEW MEMBERSNicolas Peterson
Humana
Darrellyn LemkeState Farm
Alan YeeNew York Life
Constance SeronioBenefits by Design
John NordenRaymond James
John MeyersState Farm
Bradley ReffNorthwesternMutual
In 2010, IFAPAC Hawaii raised over $29,000 in con-tributions from 136 members. Our goal was to raise $31,100 with 173 contributors. We were at 40% par-ticipation rate. We raised over $10,000 at the NAIFA Hawaii convention on June 23, 2011…that was a record! We had two $1000 contributors! Mahalo nui loa to all who contributed.
In July 2010, the SEC adopted a new rule to prevent “Play to Pay” practices by certain investment advis-ers who have or seek advisory business from state or local government entities. The rule became effective March 14, 2011 and is intended to limit influence of political contributions by investment advisersandcertainotherpersonsintheawardingof advisory contracts by state local governments. From the rule’s effective date, some companies reacted by curtailing agents in supporting IFAPAC.
It is imperative that we have all members complete and sign the Directive Form by:
• checking with your company’s complianceofficer then sign the form per your compliance
officer’s instructions to either:
1. designate to split contributions with NAIFA’s Federal PAC and state PAC OR 2. designate only to NAIFA’s Federal PAC for Congressional races
We still can accept contributions but without this signed form, all contributions will remain with NAIFA PAC and the state PAC will not get its share. Our localpoliticalsituationdemandsthatwemustcon-tinuetocommunicatewithourlegislators.Tomain-tainourpresenceinlocalpoliticalissuespertainingto the insurance and financial services industry, it is vital that we have the funds to contribute to state legislativecampaigns.
PLEASE SIGN THE DIRECTIVE FLYER INCLUDED IN THIS NEWSLETTER AND RETURN IT TO NAIFA ORGo online to: www.naifa.org/ifapac/directive.html & complete the form online
IFAPAC HAWAII By Al Paalani, Chair
Term LifeFixed & Indexed Universal Life
Substandard & Guaranteed Issue LifeFixed & Indexed AnnuitiesGroup Life, LTD & LTC
Disability Income Long Term CareWhole Life
A M Gmerican utual roup’s
Brokerage Division
Brokerage Manager
Email: [email protected]
Ph (808) 522-8690
Jimmy Lui-Kwan
American Mutual Group
1357 Kapiolani Blvd., Ste.1000
Honolulu, HI 96814
Fax (808) 522-8699
…With an experienced team backed by…
Top Commissions
A+ Carrier Strength
Expert Case Design
Field Support
Superior Service
We look forward to serving you soon…
Call us anytime!
We have the products to fit your client’s every need!
Page4
Highland Capital Brokerage provides the tools and resources you need to get you to the green.
Par 5, reachable in 2.
Bunker on the right.
Water hazard at 200 yards.
Wind in your face.
Which club would you rather have in your bag?
THE
COMPETITIVE ADVANTAGE
Les Hoshide, CLU - Cell 808.351.6888 Bruce Umeda - Cell 808.223.4948
808-524-6636
Page 5
The NAIFA News Honoluluis published four times throughout
the year by NAIFA Honolulu. This publication is expressly for
communicating association events to the members of the
NAIFA Honolulu.
Jesse MarkhamPresident
BLM Advertising ServicesDesign & Layout
PresortedStandard
U.S. PostagePAID
Honolulu, HIPermit No. 1220
NAIFA News - Honolulu516 Kawaihae Street, #EHonolulu, Hawaii 96825
RETURN SERVICE REQUESTED
Page 6
