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NAIFA-Colorado Association Leadership Conference
July 21-22, 2016
Copper Mountain Resort

2016 ASSOCIATION LEADERSHIP CONFERENCE

 

When

Thursday July 21, 2016 at 11:00 AM MDT
-to-
Friday July 22, 2016 at 2:00 PM MDT

 

 

Where

Copper Mountain Resort

209 Ten Mile Circle
Copper Mountain, CO 80443

Driving Directions

Conference Center is off the last roundabout into Copper Resort.

Time is short. Register NOW!!!
The 2016 ALC promises to be the best ever, with updated content, exceptional speakers, relevant training, fun projects, and important takeaways, making this a "must attend" event!!!

NAIFA-Colorado

2016 Association Leadership Conference Agenda

July 21-22, 2016

Copper Mountain Resort, CO

 

Thursday, July 21st

9:00-10:30am Executive Committee Meeting

10:30-1:00pm Registration/Sponsors

11:00-12:00pm NAIFA-Colorado State Board

12:00-1:00pm Box Lunch (Board Meeting Participants)

1:00-1:15pm ALC Agenda Review/JSE Award

1:15-3:15pm Kristin Cattafesta

3:15-3:30pm Break

3:30-4:00pm Membership Plan

4:00-5:00pm Government Relations

5:00-5:30pm Break for Reception/Dinner

5:30-6:45pm IFAPAC Fundraising Reception

7:00-9:00pm Dinner, Officer Investiture, LILI

Speaker: Brandon Nickel, "Train Your Brain for Success"

 

Friday July 22nd

8:00am Breakfast Buffet

8:30-8:40am Deborah Tanner

8:40-9:00am Jennifer Richardson-Fanning

w/ the 2016-2017 Vision & Mission / Bobo Award

9:00-10:00am Paul Dougherty, NAIFA President-Elect

10:00-10:15am Break

10:15-10:45am NAIFA Succession Planning

10:45am-12:00 NAIFA Role Development

Breakouts for Presidents, National Committeepersons, Secretary/Treasurers, Membership

12:00-1:30pm Local Planning Sessions

1:30-2:00pm Wrap up / IFAPAC drawing


Register Here Now!

ROOM RESERVATIONS
Contact the Copper Mountain Resort at:
1-866-837-2996,
Special Code: NAIFA-Colorado/2768



NAIFA National Conference
September 17-19, 2016
LasVegas, NV at the Rio
Register now at www.NAIFA.org
 

 

NAIFA and ACLI File Legal Challenge Against DOL Fiduciary Rule

NAIFA and the American Council of Life Insurers (ACLI) have filed a lawsuit in federal court challenging the U.S. Department of Labor’s fiduciary regulation.

“ACLI and NAIFA do so reluctantly,” ACLI President and CEO Dirk Kempthorne and NAIFA CEO Kevin Mayeux said in a joint statement.

The organizations believe the DOL regulation will “reduce Americans’ access to accurate and valuable information from financial professionals about their 401(k)s, IRAs and other retirement plans, including information about guaranteed lifetime income products, such as annuities.”

The regulation will also reduce the availability of annuities in the marketplace, reducing the options Americans have when planning for retirement.

“At a time when Americans need more help than ever before with planning for retirements that can last 20 years, 30 years or more, the department would make financial advice unavailable to so many,” Kempthorne and Mayeux said. “The Department of Labor’s fiduciary regulation restricts activities that encourage low- to moderate-income Americans to save and limits the ability to secure private-sector guaranteed life income to help pay for retirement.”

NAIFA-Texas and five NAIFA local associations (NAIFA-Amarillo, NAIFA-Dallas, NAIFA-Fort Worth, NAIFA–Great Southwest, and NAIFA–Wichita Falls), also joined ACLI in the judicial challenge. Taking this step is another means of ensuring that NAIFA leaves no stone unturned in our ongoing efforts to seek a regulatory environment that gives American savers access to professional financial assistance and retirement products under a variety of business models.

Additional comment from NAIFA CEO Kevin Mayeux.

 

 




 




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A Brief History of NAIFA-Colorado

NAIFA-Colorado, originally founded as the Colorado Association of Life Underwriters (CALU) in 1935, was based on the precept that those engaged in life underwriting occupy the unique position of liaison between the purchasers and the suppliers of life and health insurance and closely-related financial products. Inherent in this role is the combination of professional duty to the client and to the company, as well. Ethical balance is required to avoid any conflict between these two obligations.
NAIFA-Colorado’s mission:

NAIFA-Colorado is an organization of insurance and financial advisors whose purpose is to serve as an information resource, to promote ethical conduct, and to enhance our professional skills and public image, and support our local associations.

The NAIFA-Colorado Board of Directors meets four times per year, promoting educational programming and continuing education. In addition, we promote advocacy through legislative functions, including IFAPAC, APIC, Legislative Receptions, and a Day on the Hill. We also send representatives to the Division of Insurance’s Producers Advisory Council to articulate our views on rules, regulation
s, and pending legislation, as it affects the field of insurance and financial planning.


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