NAIFA-AZ Association Representing Licensed Insurance Agents

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

Annuities for Accumulation
2018-10-17 13:15 - 14:15 (America/Phoenix) | Startfire Golf Club, 11500 N Hayden Rd, Scottsdale, 85260, United States
October 17, 2018 – Scottsdale/StarFire Golf Resort – 1 hour CE – Annuities for Accumulation… – 1:15 p.m.-2:15 p.m. – contact mjfarr@naifascottsdale.org

IFAPAC - Arizona Fundraiser - "The Gift of Chance" - October'18
2018-10-15 08:00 - 09:00 (America/Phoenix)
IFAPAC – Arizona Fundraiser – “The Gift of Chance” – October’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 Strategies
2018-10-09 16:00 - 17:00 (America/Phoenix) | Viscount Suite Hotel, 4855 E Broadway, Tucson, AZ, 85711, United States
October 9, 2018 – Tucson/Viscount Suite Hotel – 1 Hour CE – Year End Strategies – 4:00 p.m.-5:00 p.m. – contact admin@naifa-Tucson.com

Back to School 529 Plans and 529 Plan Alternatives
2018-09-25 08:00 - 17:00 (America/Phoenix) | Online
September 25, 2018 – Webinar – Back to School 529 Plans and 529 Plan Alternatives
To register online go to: https://attendee.gotowebinar.com/register/5007066389906064897

The Top 5 Life Insurance Plans Every Insurance Professional MUST Know
2018-09-19 13:15 - 14:15 (America/Phoenix) | Startfire Golf Club, 11500 N Hayden Rd, Scottsdale, 85260, United States
September 19, 2018 – Scottsdale/StarFire Golf Resort – ‘The Top 5 Life Insurance Plans Every Insurance Professional MUST Know’ – 1 Hour CE – contact mjfarr@naifascottsdale.org

The Role of Voluntary Insurance in the New Health Care Landscape
2018-09-18 16:00 - 17:00 (America/Phoenix) | Viscount Suite Hotel, 4855 E Broadway, Tucson, AZ, 85711, United States
September 18, 2018 – Tucson/Viscount Suite Hotel – ‘The Role of Voluntary Insurance in the New Health Care Landscape’ – 1 hour CE – contact admin@naifa-Tucson.com

NAIFA-Tucson September CE Opportunity and Mixer
2018-09-18 16:00 - 17:00 (America/Phoenix) | Viscount Suite Hotel, 4855 E Broadway, Tucson, AZ, 85711, United States
NAIFA Tucson CE & Mixer
Topic: Role of Voluntary Insurance in the New Health Care Landscape
Moderator:
Phil Solinsky
CE Credit (1 Hour) – You MUST be present, signed in before the CE class begins and stay for the duration of class in order to receive CE credit. There will be NO EXCEPTIONS!
Time: 4:00 ~ 5:00 PM CE Meeting
Mixer will be held in Wilbur’s after the CE. Mixer includes light appetizers and one drink ticket. Nice opportunity to network.
Cost:
NAIFA Members ~ $16**
NAIFA Members – CASH ONLY ~ $15.00
Non-Members ~ $20
**If you pay by credit card, either on line or at the event, a credit card service fee is now included.

CIC Agency Management Institute
2018-08-08 08:00 - 2018-08-10 17:00 (America/Phoenix) | Embassy Suites/ASU Tempe, 4400 South Rural Road, Tempe, AZ, 85282, United States
CIC Agency Management Institute
August 8-10, 2018
Embassy Suites/ASU Tempe – Tempe, Arizona

Hotel and
Registration Information

Embassy Suites by Hilton – ASU Tempe

4400 South Rural Road,
Tempe, AZ 85282

Reservations:
(480) 897-7444

$109 Single King Bed

if reserved by 7/8/18.

To book your stay at the hotel, click here.

Class Registration Cost: $405

To register online
click here.

PDF Registration
click here.

Bring your family for a great vacation or plan a separate mini getaway!

Fun things to do
while you are here:

Championship Golf Courses

Great Shopping
Arizona Sea Life Aquarium
Phoenix Zoo
Philadelphia Phillies at Arizona Diamondbacks game – August 7th
Odysea Aquarium, Scottsdale

Desert Botanical Gardens

Casinos
Live Music
Theater, Opera, Plays, and more

Join Our Mailing List!

Independent Insurance Agents and Brokers of Arizona, Inc.
333 East Flower Street
Phoenix, Arizona 85012
602-956-1851

Certified Insurance Counselor’s
Agency Management Institute

Approved for 20 Hours of CE Credit
including 4 hours of Arizona Ethics CE credit!

Agenda

Wednesday, August 8th
7:00 a.m. – 8:15 a.m.
Registration & Opening Comments

8:15 a.m. – 10:15 a.m.
Agency Organizations

10:15 a.m. – 12:15 p.m.
Understanding and Managing Financial Strength

12:15 p.m. -1:15 p.m. Lunch
(on own)

1:15 p.m. – 5:15 p.m.

Agency Planning

5:15 p.m. – 5:30 p.m.

Agency Management Exam Briefing (Optional)
Thursday, August 9th

8:00 a.m. – 12:00 p.m.

Human Resources

12:00 p.m. – 1:00 p.m. Lunch
(on own)

1:00 p.m. – 5:00 p.m.
Agency Productivity and Effectiveness

Friday, August 10th

8:00 a.m. – 12:00 p.m.
Legal and Ethical
Responsibilities

Class ends at 12:00 p.m.

2:00 p.m. – 4:00 p.m.
Agency Management Exam (Optional)

Faculty:
Jim Lawrence, CIC

Alliance Insurance Services
Arlington, Texas

Bill Toll, CIC
Bill Toll & Associates, Inc.
Austin, Texas

Kathy Fraley,CIC, CPIW
Medical Lake, Washington

Education Consultant:
Rod Rezac, CIC, CPCU, ARM
Austin, Texas

Education Coordinator:
Ray Garcia, CIC, CISR
IIABAZ
Phoenix, Arizona

Additional Upcoming CIC Programs:

October 10-12, 2018 Commercial Multiline Institute, Tempe – NEW!
December 5-7, 2018 Personal Lines Institute, Phoenix
February 6-8, 2019 Commercial Property Institute, Tempe
March 14-15, 2019 James K. Ruble Graduate Seminar, Tempe

Click Here for Registrations

Questions or Comments? Send an email to ray@iiabaz.com

333 East Flower Street – Phoenix, Arizona 85012
Toll: 800-627-3356 Phone: 602-956-1851
602-468-1392 (fax)
