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NAIFA Minnesota 2017 National Association of Insurance and Financial Advisers of Minnesota 1000 Westgate Drive, Suite 252, St. Paul, MN 55114 Phone: (651)366-6091 Fax: (651)290-2266 Email: [email protected] Sponsorship & Exhibitor Registration

NAIFA Minnesota 2017 Sponsorship & Exhibitor · PDF fileNational Association of Insurance and Financial Advisers of Minnesota. ... Each year we feature MDRT ... • Recognition on

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NAIFA Minnesota 2017

National Association of Insurance and Financial Advisers of Minnesota1000 Westgate Drive, Suite 252, St. Paul, MN 55114Phone: (651)366-6091 Fax: (651)290-2266 Email: [email protected]

Sponsorship & Exhibitor Registration

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If you believe that... Insurance and financial advisors create financial security for Main Street families and businesses, and every Main Street family and business needs an insurance and financial advisor, and every insurance and financial advisor needs NAIFA... Then partner with NAIFA Minnesota, the Main Street financial security advocates! We need to partner to ensure NAIFA Minnesota protects and promotes the value of the insurance and financial advisor in Minnesota through the industry’s best... • Advocacy — professional lobbying and grassroots initiatives • Business Building — professional designation and continuing education programs• Connections — we bring the insurance and financial advising community together • Ethics — we continuously promote ethical practice. Who Attends NAIFA Events? 50% Agency 35% Independents 15% Other

About UsFounded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. With more than 45,000 members nationwide, we are the insurance and financial advisor’s voice to Congress and every state legislature. NAIFA Minnesota has more than 1,400 insurance and financial advising professionals in 13 local associations throughout Minnesota, where your partnership will reach our membership. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments.

What is the Roadshow?

NAIFA Minnesota will present some of the most relevant topics from our very own industry experts. We will bring a better understanding to the health insurance exchange as well as annuity suitability, estate planning, and money management.

Mandatory Continuing Education Classes

(300+ Attendees for the year)

Every month we offer mandatory CE classes including the MA Eligibility and LTC Partnership Program requirement (4 CE) and Ethics (3 CE). We rotate between a Twin Cities location and an out-state location each month. Sponsors are welcome to attend these events and set up a booth. Attendance ranges from 15 people to 50 people per class.

What is the State Convention and a Day with MDRT?

This convention is one of the largest and most highly regarded insurance and financial advisors coventions in the country. Each year we feature MDRT Annual Meeting Main Platform and Top of the Table speakers and 40+ Exhibitors.

NAIFA MN ADVOCATES FOR MAIN STREET FINANCIAL SECURITY

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Keynote Sponsor— $10,000(1 available)• Logo recognition on conference signage• 8 complimentary registrations • Complimentary exhibit booth • Opportunity to introduce keynote speaker• Preference on booth location• Complimentary full-page advertisement in onsite

brochure • Recognition on promotional materials • Recognition on slide in general session• Attendee list

MDRT Speaker Sponsor— $7,500 (4 available)• Logo recognition on conference signage• 6 complimentary registrations• Opportunity to introduce speaker• Complimentary ½ page advertisement in onsite

brochure • Recognition on promotional materials• Recognition on slide in general session• Attendee list

Lunch Sponsor— $5,000(1 available)• Logo recognition on conference signage• 4 complimentary registrations• Complimentary ¼ page advertisement in onsite

brochure• Recognition on promotional materials• Recognition on slide in general session• Attendee list

Break Sponsor— $2,000(2 available)• Company name recognition on signage• 2 complimentary registrations• Recognition on slide in general session• Attendee list

General Sponsor— $1,000(unlimited)• Company name recognition on signage• 1 complimentary registration• Recognition on slide in general session• Attendee list

NAIFA MN CONVENTION AND A DAY WITH MDRT SPONSORSHIP OPTIONS

NOTE: Please email your website (png or jpg) and print (eps or pdf) logo to [email protected] as soon as possible. We will use the logos for promotion on our website, printed onsite, and promotional signs. Send color logos, and greyscale logos. We appreciate your prompt follow-up.

NAIFA protects and promotes the value of the

insurance and financial advisor through industry

best practices in advocacy,

business building, continuing education,

connections and ethical practice. We

believe insurance and financial advisors help create

the financial security every Main Street family and

business need, and we believe every advisor needs

NAIFA.

NAIFA MN State ConventionHyatt Regency Bloomington

3200 East 81st Street, Bloomington, MN 55425Friday | April 7, 2017

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NAIFA-MN ROADSHOW (4 Cities Annually) $5,000 $3,750 $2,500 $1,250

Exhibit space n n n

Opportunity to address attendees n n n

Attendee list in 4 cities n n n n

Included registration 2 2 1 1

Roadshow promotional recognition Logo Logo Company Name Company Name

Recognition on slide at meeting n n n n

NAIFA-MN MEMBER COMMUNICATIONS (12 months)

Email to NAIFA members (NAIFA sends) n n

Logo recognition in NAIFA Connections (12x/year) n n n n

Firm’s logo and link on NAIFA-MN website n n n n

LOCAL ASSOCIATION MEMBER MEETING (12 months)

Meeting space for agency meetings in conjunction with a local association’s member meeting n

Your speaker to present a continuing education program at one locals member meeting n

n

Opportunity to address attendees/ 3min. company announcement n n n

Exhibitor table n n n

Attendee list n n n n

One season pass for one local association of your choice n n n n

Recognition on slide at meeting n n n n

YAT SPONSOR

Host and present at one event n n

One season pass for all YAT events n n n

Exhibitor table at one YAT event n n n n

Recognition in promotional materials n n n n

MANDATORY CE REGIONAL PRESENTATIONS — Monthly

For each ticket your organization purchases, one additional ticket for a new agent or student n

Exhibit space at most locations and attendee list n n n

Recognition in promotional materials n n n

Recognition on slide at meeting n n n n

2017 NAIFA State Convention and A Day with MDRT

Verbal recognition at opening and closing session n n

Exhibit space with 2 reps n n n

Attendee list from event n n n

Recognition by sponsorship level in program n n n n

Recognition on signage at meeting n n n n

INVESTMENT $5,000 $3,750 $2,500 $1,250

ANNUAL SPONSORSHIP OPTIONS

NAIFA Minnesota has over 1,400

members in 13 chapters in Minnesota.

Platinum Gold Silver Bronze

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Exhibiting Benefits» One day with dedicated time to connect with hundreds of attendees» Optional booth prize drawings» Pre-event and post-event mailing list of convention attendees, with professional addresses. One pre-event mailing list may be requested by emailing [email protected]. One post-event mailing will be emailed out following the event.

Hotel and LodgingHyatt Regency Bloomington3200 East 81st Street, Bloomington, MN 55425Date: Friday – April 7, 2017

The brand new Hyatt Regency Bloomington-Minneapolis provides travelers quiet, comfortable, and modern accommodations in an unbeatable location next to the Mall Of America and in the heart of Bloomington’s South Loop business park. Get to any attraction, corporate office, or business destination within minutes.

Exhibiting Details» 6’ Skirted table (no pipe and drape)» 2 Chairs» Wastebasket» First two company reps get registration, meals and CE credits» Additional reps are $169 (includes meals, not eligible for CE credits)

Meals & Refreshments Breakfast, lunch, and refreshment breaks are included in your registration fee.

CE CreditsApril 7: 5 insurance credits will be applied for in MN and WI. CFP credits will also be applied for.

Exhibiting Questions?Contact Lisa Konsti, Event Planner (651)203–7247 or [email protected].

NAIFA MN STATE CONVENTION AND A DAY WITH MDRT EXHIBITING INFORMATION

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2017 NAIFA-MN Sponsorship & Exhibitor Registration

fin.

(For office use only)

initialsdate

CK/CCamt. paid

bal. due

PAYMENT OPTIONSmVisa mMastercard mDiscover mAmerican Express mCheck (made payable to NAIFA-MN) mPO Number: _______________ (If paying by PO, you must include all documentation)If paying by credit card, all of the following fields are required:Card Number_____________________________ Exp Date_____________ Security Code _________________Cardholder Name (printed) ___________________________________________________________________Signature __________________________________________________________________________________Phone ___________________________________ Date _____________________________________________Billing Address: mSame as Above mOtherName on Card ______________________________________________________________________________Address ____________________________________________________________________________________City____________________________________________ State____________ Zip ________________________

CONTACT AND ORGANIZATION INFORMATIONYour Name _________________________________________________________________________________Organization ________________________________________________________________________________Address ___________________________________________________________________________________City ___________________________________________ State __________ Zip _________________________Your Phone _________________________________________________________________________________E-mail ______________________________________________________________________________________Website URL _______________________________________________________________________________

Make Checks Payable To: National Association of Insurance and Financial Advisors of Minnesota

1000 Westgate Drive, Suite 252, St. Paul, MN 55114

P: (651)366-6091 F: (651)290-2266

Amount Enclosed: $________

All registrations must be accompanied by full payment/purchase order to reserve your place at the event.

Annual Sponsorship Cancellation Policy: Cancellations received by the NAIFA-MN office at least 48 hours prior to the first day of 2017 are eligible for a refund of the sponsorship fee, less a $50 administrative fee. No refunds for annual sponsorship will be provided for cancellations received after this time.

Convention Cancellation Policy: Cancellations received by the NAIFA-MN office within 60 days of receipt of the initial submission will receive a 50% refund. No refunds will be provided for cancellations received 61 days after initial submission.

Company Logos: Please email your website (png or jpg) and print (eps or pdf) logo to [email protected] as soon as possible. We will use the logos for promotion on our website, printed onsite, and promotional signs. Send color logos, and greyscale logos. We appreciate your prompt follow-up.

PCI Compliance: NAIFA-MN has taken the appropriate steps to maintain PCI compliance. In order to protect your privacy, please do not email your credit card information to our office.

CONVENTION SPONSOR OPTIONS

rKeynote – $10,000 rMDRT Speaker – $7,500 rLunch – $5,000

rBreak – $2,000 rGeneral – $1,000

ANNUAL SPONSOR OPTIONS

rPlatinum – $5,000rGold – $3,750

rSilver – $2,500rBronze – $1,250

rExhibit – $900 (Early Bird Rate, before March 1, 2017)

rExhibit – $1,000 (Regular Rate, after March 1, 2017)

rOptional Thursday Reception $45 x _______

rAdditional Reps $169 x _______

Name (Rep 1) ________________________________ Email (Rep 1) ___________________________Special Dietary Needs: Vegetarian Vegan Gluten Free Other: _________________________Name (Rep 2) ________________________________ Email (Rep 2) ___________________________Special Dietary Needs: Vegetarian Vegan Gluten Free Other: _________________________*Two (2) Registrations are included in the Exhibit Fee.