NAIFA-AZ Association Representing Licensed Insurance Agents

Annual Capitol Hill Day
2020-01-16 11:00 - 13:00 (America/Phoenix)
‘Annual Capitol Hill Day’
Sponsored by IFAPAC-Arizona
Thursday, January 16, 2020
Luncheon outside at the Capitol in the Rose Garden
11:30 a.m. – 1:00 p.m.
Legislative Appointments will be set up for those who register to attend – appointments will be held throughout the day.
Note: appointments may be earlier or later than luncheon time, due to availability of Legislator. You will be advised of your scheduled appointment(s) – Time & Legislator – in advance.
Please Join us for this important annual event. Lunch is on us: no registration fee, but all must register!
REGISTER
When registering, please be certain to enter your District Number so you will be matched up with your District Legislator, for assigned appointment! Thank
you.
Don’t know your Arizona Legislative District?
Click below:
District Locator
Download Brochure: Capitol Hill Day Brochure

2020 Capitol Hill Day
2020-01-16 08:00 - 17:00 (America/Phoenix)
2020 Capitol Hill Day
Thursday, January 16, 2020
Legislative Appointments set up for those who
register – held throughout the day.
Registrants will be advised on their scheduled
appointments (time and legislator).
Lunch outside at Capitol in Rose Garden
from 11:00 a.m. – 1:30 p.m. Open to legislators, staff,
and NAIFA registered members.
Sponsored by IFAPAC-Arizona and NAIFA-Arizona.
To confirm attendance, please e-mail your intention to attend to
naifa-az@azis.com
Download PDF brochure: NAIFA 2020 Capitol Hill Day flyer

Join SFSP Greater Phoenix & NAIFA-Arizona
2019-12-12 17:30 - 20:30 (America/Phoenix) | Sunstreet Mortgage Real Estate Lounge, 4234 N Craftsman Ct, Scottsdale, AZ, 85251, United States
SFSP Greater Phoenix & NAIFA-Arizona members are invited to a holiday mixer on
Thursday, December 12, 2019
5:30 p.m. Wine & Appetizers
Sunstreet Mortgage Real Estate Lounge
4234 N Craftsman Ct
Scottsdale, AZ 85251
Reception followed by a stroll through Scottsdazzle’s Gold Palette Artwalk
Event also includes a “Toy Drive”. Please bring a toy for children ages 5-8, either unwrapped or in a gift bag.
RSVP required by December 9, 2019. for questions contact: Toni Gonzales at 480.415.7979 Click ‘Register’ for complete details
REGISTER

Social Security! - 4 CE Hours
2019-11-08 08:00 - 12:00 (America/Phoenix) | MassMutual, Grand Canyon, 11001 North Black Canyon Highway, Phoenix, AZ, 85029, United States
No registration fee for ‘current’
NAIFA-Arizona Members!
Non Member fee: $40.00
Note: no refunds for ‘No show’, paid registrants.
Members & Non Members MUST register
Our gift to you – the NAIFA-Arizona Member
Four Hours Continuing Education Credit
“Social Security!”
Presented by: Robin C. Mueller, LUTCF
Robin will provide comprehensive information on the newest websites, updates and recent law changes. Time will be spent on retirement choices, break-even ages and the points that one should consider before choosing to receive benefits. FICA, the earnings limitation and modified AGI will be reviewed/discussed, as well as how one qualifies for benefits. The course will conclude with the future of Social Security.
November 8, 2019
8:00 a.m. – Noon
Plan to arrive at 7:30 a.m. to sign in/register
Meeting being held at:MassMutual, 11001 North Black Canyon Highway, Phoenix 85029 (East Frontage Road, North of Peoria Road/South of Cactus Road)
Important note: This course w as presented on April 10, 2015. Remember you may only use the same course
credits once in a license renew al cycle.
Download Flyer: Social Security Continuing Education Event 1119

CIC Personal Lines Institute - 16 CE Credits
2019-10-09 07:00 - 2019-10-11 10:00 (America/Phoenix) | Embassy Suites/ASU Tempe, 4400 South Rural Road, Tempe, AZ, 85282, United States
CIC Personal Lines Institute
October 9-11, 2019
Embassy Suites/ASU – Tempe, Arizona
Certified Insurance Counselor’s
Personal Lines Institute
Approved for 16 Hours of CE Credit
REGISTER ONLINE HERE
REGISTER USING A PDF
Agenda

Wednesday, October 9th
7:00 a.m. – 8:15 a.m.
Registration & Opening Comments
8:15 a.m. – 12:15 p.m.
Personal Residential Coverages
12:15 p.m. -1:15 p.m. Lunch
(on own)
1:15 p.m. – 5:15 p.m.
Personal Residential Coverages (Concluded)
5:15 p.m. – 5:30 p.m.
Personal Lines Exam Briefing (Optional)
Thursday, October 10th
8:00 a.m. – 12:00 a.m.
Personal Automobile Coverages
12:00 p.m. – 1:00 p.m. Lunch
(on own)
1:00 p.m. – 3:00 p.m.
Personal Automobile Coverages
(Concluded)

3:00 p.m. – 5:00 p.m.
Personal Umbrella/Excess Coverages
Friday, October 11th
8:00 a.m. – 10:00 a.m.
Personal Lines Exam (Optional)
Faculty:
Jerry Kennedy, CIC
Foisy & Kennedy
Grand Coulee, Washington
Scott Treen, CIC
Treen Insurance
Service Agency, Inc.
Jefferson, Ohio
Education Consultant:
Lynne Lovell, CIC, CRM, CPCU, CLU, ChFC, ARM, RHU, AFSB, AINS, CRI, MLIS
Desert Hills, Arizona
Education Director:
Ray Garcia, CIC, CISR
IIABAZ
Phoenix, Arizona

REGISTER ONLINE HERE
REGISTER USING A PDF
LOCATION:
Embassy Suites by Hilton – ASU Tempe
4400 South Rural Road,
Tempe, AZ 85282
Reservations:
(480) 897-7444
To book your stay at the hotel, click here to reserve the $134 per night discounted rate before September 10, 2019.
Class Registration Cost: $405

Naifa Arizona General Membership Meeting
2019-09-26 15:00 - 19:00 (America/Phoenix) | Main Event, 8545 S. Emerald Drive, Tempe, AZ, 85284, United States
September 26, 2019
‘Main Event’ Venue, 8545 S. Emerald Drive, Tempe, AZ 85284
2:30 p.m Registration/Program 3:00-5:30 p.m./Bowling 6:00-7:00 p.m.
One Hour CE Credit:
‘Reverse Mortgage Part of a Comprehensive Financial Plan‘ – this session, presented by Stephen J. Resch, will provide a basic understanding of how a reverse mortgage can turn home equity into liquidity, converting what would otherwise be a dormant asset class into a key component within a comprehensive financial plan.
‘Invent’ Your Way to Greater Sales!
With more than 35 years experience in the Marketing-Driven Toy/Game Industry, Michael Caffrey has learned that Engaging Products, with Innovative Marketing Programs and a ‘dash of Luck’ are always keys to success. Those same lessons are being put into practice as he builds his Financial Services Center.
Scott Nasca, LUTCF, Member of the Million Dollar Round Table, will share ideas on How to Excel.
Jane Ceasor – “Pride in Promises”, will share sales ideas, relating to your story, your ‘why’ and the magic of insurance
Don’t worry—after a program that will keep you excited about your business, we hope you will stay for some Bowling Fun! Teams will be created mixing Young Advisors with Experienced Advisors – where you can network, share and enjoy each other’s company. See all details on registration form.Note: Meeting Program requires no fee; however, after program bowling is $20.00 – CASH only (includes shoes & lane fees); remaining to support and cheer your team on, without bowling, is $10.00 – CASH only. Both Fees (will be collected day of event) and both include pizza and beverage. Additional food and drink purchases would be ‘personal’. Dress is casual.
Make your reservation now!
Click here to Register

Stephen J. Resch, VP Retirement Strategies, Finance of America Reverse
As VP of Retirement Strategies at Finance of America Reverse, Steve leads the education and training programs for financial professionals about the role of home equity and reverse mortgages within a comprehensive financial plan. Steve’s career in financial services spans over 30 years, first as a fixed income analyst, and for the past 25 years as a partner in a wealth management firm. Throughout his career, he has incorporated strategies to protect and grow client assets by managing risks.
When introduced to reverse mortgages in the early 2000’s, Steve realized that these were not just loans, but rather an opportunity to add home equity to the financial planning process, providing further safeguards for his clients to ensure their financial longevity. Since that time he has helped hundreds of financial advisors do the same for their clients.
Steve is a subject expert source and a frequent speaker at both national and regional professional conferences and has been quoted in Kiplinger’s Personal Finance, The Street.com, and other publications.

Mike Caffrey
Bio – Michael was raised in Tucson AZ. He was recruited by Duncan Toys as their youngest Touring Yo-Yo Professional at 18. Michael created Yo-Yo Crazes in Cities from San Francisco to NYC and more than a dozen cities in-between. Later, while enrolled in the Univ. of AZ’s Business Program, he invented and patented the world’s first “Smart Yo-Yo” (containing a centrifugal clutch) it is referred to as “The Brain.” When Toy-Agents couldn’t place the item with a Manufacturer, Michael founded Yomega Corp. in 1985. Yomega quickly became the largest Yo-Yo Manufacturer in the World.
Michael has also worked with some of the biggest Game Companies. As a Product Manager for Milton Bradley, he launched two or three new TV-promoted games every year, but it was while working as Sr. VP of Marketing for “ScreenLife” that Michael helped launched the game “Scene It?” in 2003 and by 2005 – it became “Toy Industry – Game of the Year”.
Michael retired from the Toy/Game Industry while he was in his late-forties, but after a few years, boredom set in. He launched a successful career in the Insurance/Financial Industry. AFLAC provided Michael an opportunity to meet business owners all over Southern AZ. He topped the lists for “New Groups Opened in 2014, 2015 and 2016.” Most recently, he joined forces with MassMutual where he acts as a Financial Advisor – who can throw a Spin Top, a Frisbee or a Yo-Yo!
Synopsis of Presentation – “Invent” Your Way to Greater Sales!
With more than 35 years’ experience in the Marketing-Driven Toy/Game Industry – Michael Caffrey has learned that Engaging Products, with Innovative Marketing Programs and a “dash of Luck” are always keys to success.
Those same lessons are being put into practice as he builds his Financial Services Career with MassMutual and AFLAC.

Scott Nasca
Scott has been a financial representative with COUNTRY Financial® for over 30 years. He continues to work with his clients to help them prepare for their future, including insurance and financial services. He prides himself on working hard to provide the best possible service to his clients. Being able to help people is a central part of his life and he is happy that can be of service to not only his clients but also his community. He enjoys meeting new people and building one-on-one relationships. Open and honest discussions are an easy way for his clients and Scott to connect and ultimately, help them secure their financial security goals.
He is the past president of NAIFA- Tucson (2001-2002), a current member of the Million Dollar Round Table (MDRT), is the current president of Portable Practical Educational Preparation (PPEP) foundation board. He is active in his community by sponsoring events like Leaps for Lives Annual Showcase, Southern Arizona Law Enforcement Foundation Back to School Safety & Health Fair, and the Humane Society of Southern Arizona Puttin’ on the Dog Gala.

Jane Ceasor
Jane Ceasor is a third-generation Arizonan celebrating her 37th year in the financial services industry and the family company, CEASOR INSURANCE CONSULTANTS INC, is celebrating 61 years…founded as an Agency in Scottsdale in 1958 by Jane’s father, Henry.
Jane and the family company has helped numbers of families, businesses and retirees in Arizona and nationwide, to create legacies and to protect millions of dollars in assets through Life Insurance, Annuities and Long Term Care planning. Her dedication to this career, to her relationships with her clients and to the promises kept by our industry are hallmarks of Jane’s practice and were instilled at a very young age. NAIFA membership is greatly valued by Jane – even more so, after these many years of her career as a continual and enriching enhancement. She speaks to many groups and associations as well as teaches courses for Rio Salado College and Grand Learning.
Jane is active in the community and has served on the Board of BENEVILLA
(formerly INTERFAITH SERVICES), was a founding member of the ARIZONA
LONG TERM CARE FORUM, and is presently serving on the Board of SUN HEALTH FOUNDATION.
She lives in the foothills of the desert and avidly enjoys hiking, biking, tennis, golf, travel, cooking, art, wine, life with her partner…family, friends and German Shepherd, Frida.
Non-profit passions include Southwest Center for HIV/AIDS, Parkinson’s Disease Foundation, Teen Lifeline, International Cancer Advocacy Network and others.
Click here to Register
No Show Policy: Because this event includes food minimums, a ‘no show’ fee will be assessed to those who register to remain after the educational program either to bowl ($20.00) or to stay and ‘cheer’ ($10.00), but who do not do so.
‘By registering for, or attending or participating in, this program, you grant NAIFA and NAIFA-Arizona permission to use your likeness in photographs and video taken at the event in NAIFA and NAIFA-Arizona publications, websites, social media, and other materials, without payment, royalty, acknowledgment, or other consideration.’

P + P Convention in Orlando FL
2019-09-11 09:00 - 2019-09-14 12:00 (America/Phoenix)
NAIFA PERFORMANCE + PURPOSE CONVENTION
REGISTER AND MORE INFORMATION

Big Ideas Workshops

The Big Ideas Workshop series features dynamic speakers that will address the audience from both the mainstage and then in deeper dive sessions. Asking you to change your frame of reference, Big Ideas Workshop speakers are selected for their knowledge & ability to incite your curiosity and desire to perform at the next level.

Hotel Information

Walt Disney World Dolphin Resort
Performance + Purpose 2019 will take place at the Walt Disney World Dolphin Resort. Located in the heart of the most magical place on earth, the Dolphin Resort provides an extraordinary backdrop for this important conference as well as a launching point for an exciting Disney visit. Beautiful tropical landscaping, tranquil waterways and classic art and architecture work together to create a stunning landmark in the midst of one of the most spectacular places on earth. In the shadow of Disney’s Epcot, the Dolphin hosts fine restaurants like Shula’s Steak House and Todd English’s bluezoo, the Mandara Spa, five heated pools (not to mention whirlpools, fountains and waterfalls), and access to Disney’s three championship golf courses.
NAIFA has arranged a special Performance + Purpose conference hotel rate at the Walt Disney World Dolphin Resort. Click here to make your reservation at the special NAIFA rate.
REGISTER AND MORE INFORMATION

TWO INTERESTING PLANNING TOPICS - qualifies for two Arizona CE credits
2019-08-08 08:30 - 11:30 (America/Chicago)
Attend Onsite or Virtually!

Thursday, August 8, 2019
Join us for the August NAIFA Live event featuring David Hultstrom, president of Financial Architects, a registered investment advisory firm that provides personal financial planning and wealth management services for private clients.
David will provide insight into a couple of common themes and questions presented to insurance and financial service professionals. This event is hosted by NAIFA – Nebraska.

REGISTER HERE

Schedule: All Times are Central

8:30-9:00 a.m.
Registration, networking, tech check-in for Watch Party sites

9:00-9:05 a.m.
Live Broadcast Begins; CE Review

9:05-9:55 a.m.
David Hultstrom Presentation Part I

9:55-10:05 a.m.
Break

10:05-10:55 a.m.
David Hultstrom Presentation Part II

10:55-11:15 a.m.
Q&A and Discussion at Watch Party Sites

REGISTER HERE

Ethics for Insurance and Financial Professionals: Questions for Consideration and Discussion - CE Event
2019-07-31 12:00 - 13:00 (America/Phoenix)
Ethics for Insurance and Financial Professionals: Questions for Consideration and Discussion. Great news! This webinar is approved as 1 hour of continuing education CE in Arizona.
REGISTER HERE

NAIFA Live! Cracking the Retirement Income Code
2019-07-18 08:45 - 23:30 (America/Phoenix)
Cracking the Retirement Income Code
Thursday, July 18, 2019
8:45 – 9:15 a.m.: Tech Check in from Watch Party Sites
9:15 a.m.: Live Broadcast and CE Review
9:20-10:10 a.m.: Curtis Cloke presentation part I
10:10-10:20
a.m.: Break
10:20-11:10 a.m.: Curtis Cloke presentation part II
11:10-11:30: Q&A and Discussion at Watch Party Sites
By: Curtis Cloke
2 CECs
REGISTER HERE
AGENDA
Introduction to Course
(5 mins.) A. Goals

New ways to secure retirement income in retirement
Client Education – outline retirement fears and risks
Product Allocation to income allocation before asset allocation
Discuss three basic retirement income methods
Discovery of the Household Balance Sheet
Framing comparable solutions

Key Elements of the Process
(15 mins.) A. Know Your Client – Getting to the Heart of the Matter

Where are you from, and what was it like growing up
What did you learn about money growing up
What is the hardest lesson you’ve had regarding money?
What is the best experience you’ve had regarding money?
What would you do with your time if no one paid you?
Questions

Foundational Realities, Fears and Risks
(10 mins.) A. Math and Science: Nominal vs. Real Returns

U.S. expenditures for major entitlements since 1971
Baseline projections for 2014-2024
Real Real Returns
DALBAR Study 2015

Five Fears of Retirees
(5 mins.) A. Outliving your money

Control of your money
Inflation
Legacy
Investment mistake

Five Financial Risks – Taking
(15 mins.) A. Longevity Risk

Health care risks and medical inflation
Inflation
Sequence of Returns Risk
Market Volatility

(10 mins.) Break

Taking Other Key Risks Off the Table
(10 mins.) B. Stages of Life and Risk

The retirement red zone – 10 years before and after retirement
Traditional investment mix
Guaranteed life protection
Aligning risks with product allocation
Annuities
Cash/bonds/alternatives
Equities
Insurance – life, LTC and liability

Guaranteed Lifetime Income Products
(15 mins.) A. Guaranteed Lifetime Withdrawal Benefit Rider (GLWB)

Single Premium Immediate Annuity (SPIA)
Deferred Income Annuity
Comparison GLWB/DIA
Income Annuity Benefits
Additional security during retirement
Dependable and predictable income
Protection against inflation
Portfolio diversification

Three Retirement Income Strategies
(10 mins.) A. Systematic Withdrawal Income Plan (SWIP)

Buckets/Laddered/Progressive Time Segments of Money
Retirement Income Floor/Guaranteed Income Solutions

Retirement Strategy
(10 mins.) A. Making the Impossible Possible

Buy Income and Invest the Rest
Maximize tax efficiency
Bracket-bump Roth conversions
Social Security optimization
Minimize fee-drag
Inflation-adjusted lifetime income
Divide and Conquer
Defensive plus Offensive
Promised Based vs Risked Based Income assets
Growth assets
Legacy assets

Advanced Strategies Case Study:
(15 mins.) A. Goals and Objectives

The 4 L’s of Retirement
Key Core Measurements
Recommendations
Pros and Cons

REGISTER HERE

NAIFA-Arizona 'Summer Event'
2019-06-19 08:45 (America/Phoenix) | Portales Corporate Center, 4800 N. Scottsdale Road, Floor G2 Amphitheater, Scottsdale, AZ, 85251, United States
Learning is your Professional Fitness!
Stay Fit: NAIFA-Arizona invites you to attend its ‘Summer Event’ –
June 19, 2019
Please join your colleagues for this special ‘Summer’ program!
Spend the morning earning one-hour Continuing Education on the history of Long Term Care Insurance.
Gain insight into how to be successful while dealing with the unexpected.
And, hear an Arizona legislative update.
Portales Corporate Center, 4800 N. Scottsdale Road, Floor G2, Scottsdale, AZ
8:45 a.m. – 9:30 a.m. Registration – NO FEE – But must Register
9:30 a.m. – 10:30 a.m. CE Program – David P. Chittenden
10:45 a.m. – 11:45 a.m. – Wendy Feldman
REGISTER TODAY
David P. Chittenden, CLU, ChFC, LTCP
www.thechittendens.com
One Hour CE Credit:
“Long Term Care Insurance – The Newest Reality”
‘This course will educate you on the history of Long Term Care Insurance in the United States and bring you up to date on the current situation of the market place. It will also review the many different product types that deliver Long Term Care benefits and how Partnership legislation has impacted the use of Long Term Care in the middle market.’

Wendy Feldman, CLU, ChFC, CASL, CLTC
www.thefeldmanagency.com
“How to Work Successfully in Perfect Chaos”
Wendy Feldman will speak about her family background, getting started in the business, and becoming successful. Being a Mayor, a mother and managing an ever-evolving business is not for the fainthearted. While daily chaos ensues, there MUST be a way to get things accomplished. Find out how!!
REGISTER TODAY

More about David P. Chittenden, CLU, ChFC, LTCP
David has been in the life and health insurance brokerage business in Arizona since 1974.
He started working part-time for his father, George Chittenden, while attending NAU in Flagstaff, Arizona. Upon graduation from NAU in 1978, with a BS in Mathematics, David joined the family business full time.
David has expertise in business life insurance plan design, disability insurance, critical illness insurance, annuities, and long term care insurance. For the past several years, David has concentrated on the need for Long Term Care Insurance and the ever-changing solutions to this problem.
He is a qualified instructor for the LTCP designation and also proctors Continuing Education courses for NAIC Partnership LTC Certification. David and his wife, Vicki, are blessed with four married daughters and eight grandchildren that all live in the Valley of the sun!

More about Wendy Feldman, CLU®, ChFC®, CASL®, CLTC
Wendy Feldman is a third generation New York Life agent, following in the footsteps of her Grandfather Ben, Father Richard, and Uncle Marvin. While the other Feldman’s stayed in Ohio, Wendy ventured out west to attend graduate school. Wendy became a New York Life Agent on Groundhog Day, 1986. She has since then owned and operated her own firm, The Feldman Agency, with offices both in Arizona and Ohio. As a financial adviser with Eagle Strategies, she specializes in personal, business, estate and retirement planning, as well as insurance and investments planning.
Wendy graduated from Ohio University with a Bachelor of Science Degree in Organizational Communication. She went on to complete her Master of Arts in Communications from Arizona State University. She then obtained her Chartered Life Underwriter (“CLU®”), Chartered Financial Consultant (“ChFC®”) and Chartered Advisor for Senior Living (“CASL®”) designations from Solomon S. Huebner School of The American College and also received her Certified in Long Term Care (CLTC®) designation from the Corporation for Long Term Care Certification, Inc.
With a passionate desire to share her personal qualities of leadership and organizational capabilities, Wendy actively contributes her time and energy to the betterment of her community. She has served on the Queen Creek Town Council as Council Member, Vice Mayor, and Mayor. Wendy was successful in keeping the heritage of Queen Creek alive while growing at a pace that would take the town from the modest 4,000 residents when she joined the Council to the current population of over 33,000. As Mayor of the Town of Queen Creek, she raised the standard for all citizen leaders. Her passion was to provide opportunities for all individual citizens to get involved in civic processes, to become more informed regarding community issues, to commit to improving lives and to take responsibility for shaping their own community. Wendy instituted several programs that aimed to reach out to build community and forge networks between people of different backgrounds.
In addition, Wendy served as Chair of the Phoenix-Mesa Gateway Airport Authority, the Maricopa Association of Governments, and the Queen Creek Cultural Foundation, as well as serving on the boards of the East Valley Jewish Day School and the Sun Lakes Jewish Congregation. On a state level, Wendy was appointed to the Arizona Power Authority.
A 30 time council qualifier, including 4 at Chairman’s Council, she is a member of MDRT, AALU, NAIFA AND NYLPAC and has received the National Quality Award for many years. Of all the awards and recognition, the position Wendy has received the most personal feelings of accomplishment is from her service on the New York Life Agent’s Advisory Council. She is humbled to have been elected to the position of President for 2019. She also served as Vice-President for 2018.
Wendy, Eric, and daughter Sydney enjoy their dogs, cat, horses and mules as well as movies, travel, theater, and spending time with family and friends.

Arizona Agent Education Workshop
2019-06-13 08:00 - 12:00 (America/Phoenix) | Phoenix Airport Marriott, 1101 N. 44th Street, Phoenix, AZ, 85008
Please attend NCCI’s free Agent Education Workshop in Arizona and earn three Continuing Education credits.
NCCI is your window to workers compensation. Please join us for this free event.

Date and Time
Location

Thursday, June 13, 2019
8:30 a.m. to noon
Check-in and continental breakfast will be available from 8:00 a.m. to 8:30 a.m.
Arizona Agent Education Workshop
Phoenix Airport Marriott
1101 N. 44th Street
Phoenix, AZ 85008
602-273-7373

We will educate agents on the following topics.
What You’ll Learn:

Workers Compensation Economic Overview and Trends—Learn the role of a rating organization, get an overview of the workers comp market, and hear about changes in the job market from an insurability perspective.
Experience Modifications: Understanding, Managing, and More—Explore the role of experience rating and the rules for modifying premium, as well as the impact of frequency versus severity in the calculation of an experience rating modification factor. Learn about ownership changes, the impact to experience rating calculations, and how to improve loss experience. Discover tools designed to make your job easier.
Riskworkstation ™— Familiarize yourself with this online tool, which provides quick access to experience rating information and other frequently used resources for analyzing risk-specific information.
How to Classify and Use Appropriate Resources—Find out how to ensure that the appropriate premium is charged for workers comp coverage. Explore the classification process, workers comp rules, and premium pricing programs that can help agents achieve professional obligations. Discover tools and information for researching classifications and rules.
Applying for Residual Market Workers Comp Coverage – Hear about the application submission process, including determining employer eligibility, prior policy debt/non-compliance, and classification of the business. Learn how to use the RMAPS® Online Application Service and VCAP® Service.

Click here to Register Now

If you have any questions, please do not hesitate to contact the NCCI Customer Service Center at 800-622-4123. We look forward to seeing you at the Arizona Agent Education Workshop.

NAIFA Live! The Gotchas & Trap Doors of Life Insurance
2019-06-10 08:00 - 17:00 (America/Phoenix)
Speaker: Robert Cohen
Date: 6/20/2019 – Minneapolis
Event location: Ewald Conference Center
Event time: 2:00p – 4:00p CENTRAL TIME
REGISTER FOR NAIFA LIVE HERE
Course Title: The Gotchas & Trap Doors of Life Insurance
Course Duration: 1 Hour
Course Description: This course will provide attendees with the foundation of some of the variable within life insurance products that Insurance Companies use to make sure they are profitable and how that comes at a huge cost to the client. We will review the history, beliefs and perceptions of the public and other advisors within the planning community on life insurance. We will begin with the analysis of premium options on life insurance policies and how clients rely on the insurance company’s earnings to sustain their policies. We will talk about the changes life insurance companies can experience and how they pass those changes on to the consumer. We will dive deep into life insurance illustrations and show how difficult they are for consumers to understand. While briefly talking about “Premium Financing” as a topic, we will discuss some terms that are told to clients that could harm them, if not completely understood. Finally we will layout the importance of a good policy review and why that this is imperative.
Learning Objectives:
Increase advisor’s knowledge and understanding of:

How difficult of a position a client is in by not understanding their life insurance.
The nuances that a life insurance policy has that every advisor should know.
How to initially structure life insurance for their client to ensure policy success.

Presentation Timed outline:

Flaws in the Life Insurance Industry and Products – (5 min)
Introduction – (5 min)

Beliefs of life insurance products, insurance advisors and their role and the risks of life insurance
Beliefs of the importance of life insurance

History of life insurance products and performance – (5 min)
Life Insurance premiums don’t equal cost – (10 min)

Analysis of premium options
Life Insurance Co. required earnings to sustain policies
Risk transfer to Insurance Co. or the Policy owner?
Premium/Risk ratio

Life Insurance company changes to contracts – 5 min)

Interest rate environments
Cost of Insurance and Mortality expenses
Insurance Companies that get out of the life insurance business

“Gotcha” Terms that can harm a client – (5 min.)

Flexible/Adjustable Premium
Client doesn’t need to pay all the premiums
Variable life insurance
Second to Die policies

Premium Financed Life Insurance – (5 min.)

Clients that fit premium financing, how it works and why collaboration with all advisors is imperative

Life Insurance review – (10 min)

The importance of a regular policy review for the client
How to conduct and service the review of a life insurance policy

Conclusion

REGISTER FOR NAIFA LIVE HERE

Financial Planning Solutions Utilizing Home Equity
2019-05-02 15:00 - 17:00 (America/Phoenix)
Home equity could be a strategic component of a comprehensive retirement plan.
The reverse mortgage may help complete the longevity planning puzzle.
This course for financial professionals will give you a basic understanding of a reverse mortgage including the features, available products, and eligibility
requirements.
We will also examine strategies that utilize a reverse mortgage as part of a comprehensive retirement plan.
The course is presented by Steve Resch, Vice President of Retirement Strategies for Finance of America Reverse. Steve began his career in Financial Services over 30 years ago, initially as a securities analyst for a Wall Street broker-dealer, and then for 20 years as a managing partner for a Wealth Management firm. He was first introduced to reverse mortgages in the early 2000’s and was immediately drawn to the flexibility of the program to solve for cash flow, asset protection, and other concerns that many retirees face. In addition to utilizing the program within his practice, Steve has trained hundreds of bankers, mortgage brokers and financial advisors at various national and regional conferences on utilizing a reverse mortgage to help manage, protect and enhance their clients’ wealth.
HAPPY HOUR AFTER!
RSVP to:
Kory Boxberger
480.248.2916
kboxberger@financeofamerica.com
Download brochure here

Financial Planning Solutions Utilizing Home Equity
2019-05-02 10:00 - 12:00 (America/Phoenix) | Finance of America
Home equity could be a strategic component of a comprehensive retirement plan.
The reverse mortgage may help complete the longevity planning puzzle.
This course for financial professionals will give you a basic understanding of a reverse mortgage including the features, available products, and eligibility
requirements. We will also examine strategies that utilize a reverse mortgage as part of a comprehensive retirement plan.
The course is presented by Steve Resch, Vice President of Retirement Strategies for Finance of America Reverse. Steve began his career in Financial Services over 30 years ago, initially as a securities analyst for a Wall Street broker-dealer, and then for 20 years as a managing partner for a Wealth Management firm. He was first introduced to reverse mortgages in the early 2000’s and was immediately drawn to the flexibility of the program to solve for cash flow, asset protection, and other concerns that many retirees face. In addition to utilizing the program within his practice, Steve has trained hundreds of bankers, mortgage brokers and financial advisors at various national and regional conferences on utilizing a reverse mortgage to help manage, protect and enhance their clients’ wealth.
Approved for 2 CE Credits for Certified Financial Planners (CFPs)
LUNCH PROVIDED AFTER!
RSVP to:
Kory Boxberger
480.248.2916
kboxberger@financeofamerica.com
Download Brochure here

Upcoming Flood Insurance Webinars for Agents
2019-04-24 14:00 - 16:00 (America/Phoenix)
Key Fundamentals of Flood Insurance for Agents
Parts One and Two
Please register for both parts of this webinar.
Part One: April 24 – 2:00 PM – 4:00 PM CDT – REGISTER
Part Two: April 25 – 2:00 PM – 4:00 PM CDT – REGISTER
Insurance agent continuing education course approval and credits vary by state.CLICK HERE for information about your state.
Can’t attend these sessions? Watch for more opportunities soon

NAIFA-Arizona 'Spring Event'
2019-04-12 08:00 - 12:00 (America/Phoenix) | MassMutual, Grand Canyon, 11001 North Black Canyon Highway, Phoenix, AZ, 85029, United States
April 12, 2019
8:00 a.m. – Noon
Featuring Lincoln Kennedy -former Oakland Raider – now insurance agent, living in Arizona!
Featuring Marilyn Paoli Lewis, CLU, ChFC, CFP, CASL
Featuring Albert R. Kingan, JD, LL.M, CLU, ChFC
‘Spring Event’ will also feature two additional speakers, with one hour CE credit. Registration & Additional details coming soon! Stay tuned..
11001 North Black Canyon Highway, Phoenix
No charge to NAIFA-Arizona members.

Lincoln Kennedy Bio
@Lkennedy72 Twitter
Football Career
Lincoln was an All-American football player at the University of Washington where he became the most decorated offensive lineman in UW’s football history. He was named to the Husky Hall of Fame in 2007 and just recently named to the National Football Foundation College Hall of Fame in 2015. Lincoln was drafted by the Atlanta Falcons (93-95) in the 1993 NFL Draft #9 overall. He then had a successful pro career that spanned 12 years where he was named All-Pro twice and went to the Pro-Bowl 3 times. Most of his playing years were with the Oakland Raiders (96-2004).
Professional Advancement
Since retiring from the NFL, he’s been a broadcaster. In 2004- April 2005 he worked for the NFL Network alongside Rich Eisen and the network lead show Total Access. After leaving the NFL Network he began working with Fox Sports Radio where he has been hosting shows and covering various sporting events, from football games to NASCAR events. Currently, he is on a nationally syndicated show with co-host Anthony Gargano. He and his (sometimes various) partners talk about the latest topics from all sports. He is currently providing color commentary and studio analysis for college football with Pac-12 Network and Oakland Raiders football games with The Oakland Raiders Radio Network. Lincoln has also been on TV shows like Arliss (HBO 2000), Two and a Half Men (CBS 2005) and has done a guest appearance in the movie The Marine. Lincoln has also hosted and been an MC for various charity events including Fred Biletnikoff’s Foundations dinners and events. Lincoln still travels around the country today giving motivational speeches to businesses and children.
In 2018, Lincoln partnered with Gateway Financial Advisors, Inc. and Gateway Insurance Group, Inc. a national, independent financial firm with a focus on insurance and investments. This was a natural transition for Lincoln because he is also a licensed insurance producer and former insurance agent. Lincoln’s interest in the financial industry developed as he witnessed many of his NFL colleagues, and other professional athletes, struggling to get approved for coverage like life insurance due to their athletic physique, or injury history, not conforming to the underwriting guidelines insurance companies use. Lincoln knew there had to be a solution for these individuals and was passionate about helping his connections. Because Gateway is independent, Lincoln can refer business to agents who are licensed in many different states, with many different carriers; this opens a new world of possibilities and solutions for Lincoln’s connections. Lincoln understands the importance of insurance and fiscal responsibility and is a great advocate and center of influence for Gateway.
Personal History
Lincoln earned a Bachelor of Arts degree with a minor in Communications from the University of Washington. Lincoln has always wanted to be a visible and consistent contributor to his community. He has, and always will, value the community’s well-being and growth. He is the current president of Arizona’s Chapter of Former NFL Players and also serves on the Executive Board for the Boys & Girls Clubs of the East Valley where he has chaired the marketing division. He is currently working on several other projects he hopes will bring the community closer and provides ways for them to better themselves.
Growing up in San Diego, Lincoln and his family moved to Phoenix in 2006. Lincoln has two sons Tavon and Tye and is currently raising his niece, Kali. Lincoln thoroughly enjoys spending time with his family. Along with raising his boys he enjoys listening to jazz, smoking cigars and enjoying life. He now enjoys being an entrepreneur owning a cigar business where he has created his own blend of cigars. The name of the company is El-K Cigars.

Marilyn Paoli Lewis INFO
BUSINESS ACCOMPLISHMENTS STATE FARM:

State Farm Insurance Agent since 1982
Thirty 37 time Ambassador Travel, State Farm
Lifetime Member State Farm President’s Club
State Farm Legion of Honor, Crystal Excellence, Chairman’s Circle
State Farm Regional Vice President’s Club – 25 years

BUSINESS ACCOMPLISHMENTS INDUSTRY:

Chartered Life Underwriter (CLU) 1990
Chartered Financial Consultant (ChFC) 1995
Certified Financial Planner (CFP) 2002 (relinquished per State Farm request)
Chartered Advisor for Senior Living (CASL) 2005
Featured speaker for various Life Underwriters Associations and State
Farm training schools
National Association of Life Underwriters- Northern Nevada Chapter President 2006-2007, Board of Directors 1989-91 and 2004-2010 Secretary/Treasurer 1989-90; 2007-2011 Nevada state Board of Directors. State President 2012-2013.
National Quality Award – 25 times; National Multiline Sales Award –25 times

Million Dollar Round Table 2013

COMMUNITY AND SOCIAL ACTIVITIES

Capital City Circles Board of Directors 2007- present
Member Soroptimist International of Carson City-Past President
Chamber of Commerce, Member since 1982
Member Carson, Douglas, Lyon, Tahoe Board of Realtors since 1982

GENERAL INFORMATION

Two daughters: Lisa and Juliana. Four stepchildren: Cheryl, Barry, Julie, and Jennifer. Twelve Grandchildren. Four Great Grandchildren and one on the way
Carson City resident since 1972
BS in Managerial Science, University of Nevada Reno – December 1981
AA –Western Nevada Community College
Love to play with grandkids, ski and ride my bike. Try to golf.

Albert R. Kingan Bio
Assistant Vice President, Estate and Business Planning
MassMutual
Al has been with MassMutual for 26 years.
Before joining MassMutual, Al spent almost seven years in the Tax Department of Coopers & Lybrand (now PriceWaterhouseCoopers) in Springfield, Massachusetts. During his time at C&L, Al obtained an LL.M from Boston University, and passed the Massachusetts CPA exam.
Al is admitted to practice law in Massachusetts and Pennsylvania. He is a member of the Central Phoenix Estate Planning Council and the Society of Financial Service Professionals of Greater Phoenix. Prior to relocating to Phoenix, Arizona in early 2014, Al was the President of the Hampden County Massachusetts Estate Planning Council and a Member and Past President of the Western Massachusetts Society of Financial Service Professionals.
A native of Western Pennsylvania, Al received his undergraduate degree from Waynesburg College in 1983 and graduated from the University of Pittsburgh School of Law in 1986.
Al is a frequent author in the MassMutual Advanced Underwriter and other company publications; he has written for industry publications by the American Association of Life Underwriters, and Estate Planning magazine and the Journal of the Society of Financial Service Professionals.

Building a World Class Team for Life - Presenter Judy Aguilar-Woertz
2019-03-29 14:30 - 16:00 (America/Phoenix) | Yuma County Farm Bureau, 7175 E. 31st Place, Yuma, AZ, 85365, United States
Knowledge is Power
We are excited to offer you this program! Most life insurance sales, in the multiline agency, is done by the agent AND the licensed staff – so having systems in place is usually what drives that production!
“Building a World Class Team for Life” – Presenter: Judy Aguilar-Woertz, ChFC, LUTCF, RICP
March 29, 2019
Cost: FREE
When: 2:30 p.m. – 4:00 p.m.
Where: 7175 E. 31st Place, Yuma 85365 – Yuma County Farm Bureau Conference Room
There is limited seating so register now! Download a brochure.
BIO – JUDY AGUILAR-WOERTZ
Agency career began in Albuquerque, New Mexico in October, 1978. Relocated to Arizona in 1982 and purchased a new office at Warner & Priest. She has built a quality multi-line, multi-product agency over the years achieving Crystal Excellence designation in 2014.
Judy has both Chartered Financial Consultant and Retirement Income Certified Profession designations. She has also received the Chartered Advisor for Senior Living designation.
As an agent she has received the following awards: • Chairman’s Circle Award, several years • Mutual Funds Leaders – 2012 • President’s Club in Bank in 2005 & 2012 • 35 time Life Traveler • NAIFA National Sales Achievement Award & National Quality Award • Crystal Excellence in 2014
Judy has over 8100 products and policies in book of business and currently 5 full time employees.

Meeting for West Valley NAIFA-Arizona Members - on Ethics. (CE Event)
2019-03-20 16:30 - 18:00 (America/Phoenix) | PFG Markering Group, 17235 N. 75th Avenue #G150, Glendale, AZ, 85308
NAIFA-Arizona is excited to offer, West Valley area members only, this Continuing Education Opportunity! This program is on ‘Ethics’ and examines the myriad definitions of good ethics and reasons behind state-mandated ethics classes. 1 Hour CE credit.
Presenter: Mike Ford (Bio Below)
Cost: Complimentary
When: March 20, 2019
Time: 4:30 p.m. – 6:00 p.m.
Where: 17235 N. 75th Avenue #G150 (PFG Marketing Group), Glendale, AZ 85308
Register: Send an email to naifa-az@azis.com.

Mike Ford Bio
Mike Ford is a 40-year veteran of the financial services industry. Mike and his wife of 48 years, Beverly, have four children and seven grandchildren and have been Valley residents for over 32 years.
Mike began specializing his practice in the area of Deferred Annuities In 1987. He founded the PFG companies in 1995 and is the President of PFG Marketing Group, Inc. and PFG Planning Group, Inc. PFG Marketing Group places more than $100 million of fixed annuity premium per year through a network of independent agents and multiple insurance companies. Mike is a nationally recognized consultant and trainer to insurance professionals in his areas of expertise, Fixed and Fixed Index Annuities. Mike formed PFG Planning Group to help personal clients plan and enjoy a worry-free retirement.
Mike is the President of The Valley Wide Chapter of SOFA (Society for Financial Awareness). SOFA is a national Non-Profit Educational Speaker’s Bureau whose mission is to wipe out financial illiteracy in America. Mike is a Past President of NAIFA-Arizona. (National Association of Insurance and Financial Advisors) and remains very active in NAIFA.

Rental Reimbursement CE Course - Webinar
2019-03-20 10:00 - 12:00 (America/New_York) | Online
Please join us for a webinar.
Rental Reimbursement Continuing Education (CE) Webinar
Enterprise offers a complimentary 2 credit hour CE Course on Rental Reimbursement. The course covers automotive claims statistics, curernt client challenges, impact on customer satisfaction and policy and endorsement language provisions.
March 20, 2019 10 am EST
Signup online: http://lindamchenry.com/rrc-landing-page/registration-form/
Register one week ahead to confirm your spot!

Complete the online form.
In order for credits to be applied in a timely manner, please all information is complete and accurate on the registration form.
Check your email.
You will receive a reminder email with instructions about how to join the webinar.
Enjoy the webinar!
If you have any questions, please reach out to your local Enterprise contact.

Sponsored by: Enterprise
Check out Enterprise.com/agentinfo to view a video about Rental Reimbursement and find free resources for your business.

Key Fundamentals of Flood Insurance Seminar
2019-03-20 08:30 - 12:00 (America/Phoenix) | Four Points by Sheraton South Mountain, 10831 South 51st Street, Phoenix, AZ, 85044, United States
Presented by the National Flood Insurance Program
Earn 3 hours of CE Credit for Arizona Insurance Agents
March 20, 2019
Phoenix, AZ
Four Points by Sheraton South Mountain
10831 South 51st Street
Phoenix, AZ 85044
REGISTER HERE
Course Overview
The Key Fundamentals of Flood Insurance Seminar course covers the topics listed in the Federal Register notice on training and education requirements related to Section 207 of the Flood Insurance Reform Act of 2004, otherwise known as FIRA 2004.
Participants will receive the latest information on reform legislation impacting the NFIP as the course reviews key elements that insurance agents need to know about the NFIP and how it works. The seminar also discusses many of the federal flood program’s general rules as well as some of its more advanced topics through the use of a case study approach. In addition, the course includes the following topics:

NFIP definition of flood
Amount of coverage available
A review of flood zones and flood risk
Use of the FEMA elevation certificate
Subsidized rating versus full-risk rating
Grandfathered rating
Newly Mapped procedure
Preferred Risk Policy
Coverages, limitations and exclusions
Loss settlement provisions
And much more!

Registration Information
8:30 – 9:00 am (Sign-in)
9:00 am – 12:00 pm (Seminar)
Register early! This seminar is FREE to attend, but seating is limited.
Continuing Education
This is an introductory course that is approved for 3 hours of continuing education credit for insurance agents in the state of Arizona only. It meets the minimum flood insurance training requirement for the state. No exam is required to complete this course.
For continuing education provider and course information, click here.

Tax Cuts & Jobs Act - Lunch & Learn
2019-03-08 11:30 - 13:00 (America/Phoenix) | TMM Family Services, 1550 N. Country Club, Tucson, AZ, 85716, United States
We are excited to offer, Tucson area members only, this Lunch & Learn opportunity!
At this program, you will learn the summary of the Tax Cuts & Jobs Act including:

The overhaul of itemized deductions and an increase of the standard deduction on individual
returns
Estate Planning opportunities
Corporate tax rate, income recognition principles, and allowable deduction charges
New Qualified Business Income Deduction for business income tax at individual rates

Presenter:
Jamie Villasenor, CPA
Cost: $17.00 Cash Only
Includes Lunch & Drink
When: March 8, 2019
Time: 11:30 a.m. – 1:00 p.m.
Where:
TMM Family Services
1550 N. Country Club
Tucson 85716
Download Brochure

NAIFA Member Event - Joe Jordan
2019-02-07 17:00 - 19:30 (America/Phoenix)
Phoenix Children’s Hospital and NAIFA invite you to hear keynote speaker and author Joe Jordan.
How do financial service professionals position themselves in the face of rapid change?
Joe Jordan’s presentation, A GUIDE TO THRIVING IN A CHANGING WORLD, answers this question. He reveals a huge competitive advantage of face-to-face financial professionals and how to excel in light of all these changes.
Location:
Phoenix Children’s Hospital
See the flyer here and click the RSVP to register.

2019 Capitol Hill Day
2019-01-23 11:00 - 13:30 (America/Phoenix) | Arizona State Capitol, 1700 W Washington St, Phoenix, AZ, 85007, United States
Legislative Appointments set up for those who register – held throughout the day.
Registrants will be advised on their scheduled appointments (time and legislator).
Lunch outside at Capitol in Rose Garden from 11:00 a.m. – 1:30 p.m.
Open to legislators, staff, and NAIFA registered members.
Sponsored by IFAPAC-Arizona and NAIFA-Arizona.
To confirm attendance, please e-mail your intention to attend to naifa-az@azis.com.
To see the flyer click here. – NAIFA 2019 Capitol Hill Day Flyer PDF.

IFAPAC - Arizona Fundraiser - "The Gift of Chance" - January'19
2019-01-15 08:00 - 09:00 (America/Phoenix)
IFAPAC – Arizona Fundraiser – “The Gift of Chance” – January’19
The Gift of Chance

Purchase a ticket, with an IFAPAC contribution of $100 and have your name
placed in a drawing!
There will be several prizes. Each prize will have a value of no less than $100.
Take a chance on a surprise gift! And, help increase IFAPAC funds.
IFAPAC’s goal is to help advance the legislative and regulatory interests of
the members of NAIFA.
NAIFAadvocates for all the issues affecting all types of agents, advisors, and
their clients. IFAPAC gives you 360 degrees of protection.

Deadline for participation is December 27, 2018
Drawing to take place January 23, 2019
Note: no quantity discounts.
Contributions to IFAPAC are voluntary and contributed to candidates for elective office. Contributions to IFAPAC are not deductible for federal income tax purposes.
Checks to be made payable to: IFAPAC
P. O. Box 4728, Scottsdale, AZ 85261
“Every man owes a part of his time and money to the business or industry in which he is engaged. No man has a moral right to withhold his support from an organization that is striving to improve conditions within his sphere.” – THEODORE ROOSEVELT
Download the flyer here.

IFAPAC - Arizona Fundraiser - "The Gift of Chance" - December'18
2018-12-15 08:00 - 09:00 (America/Phoenix)
IFAPAC – Arizona Fundraiser – “The Gift of Chance” – December’18
The Gift of Chance

Purchase a ticket, with an IFAPAC contribution of $100 and have your name
placed in a drawing!
There will be several prizes. Each prize will have a value of no less than $100.
Take a chance on a surprise gift! And, help increase IFAPAC funds.
IFAPAC’s goal is to help advance the legislative and regulatory interests of
the members of NAIFA.
NAIFAadvocates for all the issues affecting all types of agents, advisors, and
their clients. IFAPAC gives you 360 degrees of protection.

Deadline for participation is December 27, 2018
Drawing to take place January 23, 2019
Note: no quantity discounts.
Contributions to IFAPAC are voluntary and contributed to candidates for elective office. Contributions to IFAPAC are not deductible for federal income tax purposes.
Checks to be made payable to: IFAPAC
P. O. Box 4728, Scottsdale, AZ 85261
“Every man owes a part of his time and money to the business or industry in which he is engaged. No man has a moral right to withhold his support from an organization that is striving to improve conditions within his sphere.” – THEODORE ROOSEVELT
Download the flyer here.

IFAPAC - Arizona Fundraiser - "The Gift of Chance" - November'18
2018-11-15 08:00 - 09:00 (America/Phoenix)
IFAPAC – Arizona Fundraiser – “The Gift of Chance” – November’18
The Gift of Chance

Purchase a ticket, with an IFAPAC contribution of $100 and have your name
placed in a drawing!
There will be several prizes. Each prize will have a value of no less than $100.
Take a chance on a surprise gift! And, help increase IFAPAC funds.
IFAPAC’s goal is to help advance the legislative and regulatory interests of
the members of NAIFA.
NAIFAadvocates for all the issues affecting all types of agents, advisors, and
their clients. IFAPAC gives you 360 degrees of protection.

Deadline for participation is December 27, 2018
Drawing to take place January 23, 2019
Note: no quantity discounts.
Contributions to IFAPAC are voluntary and contributed to candidates for elective office. Contributions to IFAPAC are not deductible for federal income tax purposes.
Checks to be made payable to: IFAPAC
P. O. Box 4728, Scottsdale, AZ 85261
“Every man owes a part of his time and money to the business or industry in which he is engaged. No man has a moral right to withhold his support from an organization that is striving to improve conditions within his sphere.” – THEODORE ROOSEVELT
Download the flyer here.

Year End Client Strategies
2018-11-13 13:15 - 14:15 (America/Phoenix) | Startfire Golf Club, 11500 N Hayden Rd, Scottsdale, 85260, United States
November 13, 2018 – Scottsdale/StarFire Golf Resort – 1 hour CE – Year End Client Strategies – 1:15 p.m.-2:15 p.m. – contact mjfarr@naifascottsdale.org

NAIFA-Tucson 2018 Year-End Golf Tournament
2018-11-02 11:00 - 18:00 (America/Phoenix) | El Conquistador Golf & Tennis, 10555 N La Cañada Dr., Oro Valley, AZ, 85737, United States
PROGRAM SCHEDULE
DOWNLOAD a Brochure for REGISTRATION and Detail INFORMATION
Registration: 11:00 am
Lunch (Italian Buffet): 11:30 am
We will have a presentation from NAIFA Arizona. Find out where NAIFA is headed …
Integration Celebration
Shot-Gun Start: 1:00 pm sharp Awards at the conclusion of play.

Tournament Sponsor-$1250 ~ $1000 Limit 2
• Foursome and lunch
• Company logo displayed on signage at check-in and luncheon
• Exclusive signage at 1 tee box
• Logo linked on website for 1 year
• 3 minutes podium time at lunch
Luncheon Sponsor-$1000 ~ $800
• Foursome and lunch
• Company logo displayed on signage at check-in and luncheon
• Signage at 1 tee box
• Logo linked on website for 1 year
• Luncheon recognition
Golf Ball Sponsor ** $950/$650 **$650 if you provide a sleeve of golf balls with your company logo for all participants. $950 if NAIFA-Tucson handles this.
• Foursome and lunch
• Company logo displayed on signage at check-in and luncheon
• Company logo on golf balls
• Signage at 1 tee box
• Logo linked on website for 1 year
• Lunch recognition
Hole-In-One Sponsor ~ $800
• Foursome and lunch
• Company logo displayed on signage at check-in and luncheon
• Exclusive signage at tee box for hole-in-one contest
• Logo linked on website for 1 year
• Luncheon recognition
Hot Shot Air Cannon Sponsor ~ $600
• Twosome and lunch
• Option to sit at hole
• Company logo displayed on signage at check-in and luncheon
• Exclusive signage at tee box
• Logo linked on website for 1 year
• Lunch recognition
Golf Cart Sponsor ~ $500
• Company logo displayed on each golf cart
• Company logo displayed on signage at check-in and luncheon
• Signage at tee box
• Logo linked on website for 1 year
• Luncheon admission (1)
• Luncheon recognition
Margarita Sponsor ~ $450
• Your company representative can sit/network at the designate hole. Golf personnel pour the drinks.
• Company logo displayed on signage at check-in and luncheon
• Signage at a tee box
• Logo linked on website for 1 year
• Lunch Admission (1)
• Luncheon recognition
Keg Sponsor~$400 –
• Your company representative can sit/network at the designate hole. Golf personnel pour the drinks.
• Company logo displayed on signage at check-in and luncheon
• Signage at a tee box
• Logo linked on website for 1 year
• Lunch Admission (1)
• Luncheon recognition
Fun Sponsor ~ $300
• Company logo displayed on signage at check-in and luncheon
• Logo linked on website for 1 year
• Lunch Admission (1)
• Luncheon recognition
• Sit at hole (optional)
Special Event Sponsor ~ $200
Closest to the Pin or Longest Drive
• Company logo displayed on signage at check-in and luncheon
• Logo linked on website for 1 year
• Signage at a tee box
• Sit at hole (optional)
Hole Sponsor ~ $100 **
**For an additional $30.00, your tee sign can be a fat head with some commentary on it.
• Signage (18 x 24) at a tee box
• Raffle prize purchased in your name
• Luncheon admission (1)
• Luncheon recognition
• Sit at hole (optional)
Lunch Only ~ $30
DOWNLOAD a Brochure for REGISTRATION INFORMATION

CE Program – One Hour CE
2018-10-18 16:30 - 17:30 (America/Phoenix) | Dave & Busters, 9460 W. Hanna Road, Glendale, 85308, United States
West Valley/Glendale
CE Program – One Hour CE
October 18, 2018 4:30 p.m. – 5:30 p.m.
Dave & Busters, 9460 W. Hanna Road, Glendale, AZ
