DOWNLOAD THE NAILBA 2011 ANNUAL REPORT

As we mark the close of our thirtieth year representing the brokerage community, we should take pride in our association’s ability to anticipate and respond to change. As I close my year as Chair, I extend my congratulations on a productive year to my fellow Board members, my gratitude to our committee leadership and staff, and share my pride in the strengthening of our industry alliances. Our decisions this year will address not only our activities for the next couple of years, but will position this organization for continued success well into the next decade.

Working with a task force of dedicated volunteers from the membership and the carrier community, our Strategic Plan was updated this year. Our revised statement of purpose – to serve as the national association of life, health and annuity insurance distributors – affords us a broader perspective than previous statements. By serving this purpose, our membership will continue to grow and strengthen as we manage the changes facing the brokerage community.

Other committees, working with our staff and in response to survey and evaluation feedback, developed new programs and services, revised and improved others and analyzed and eliminated still others that were no longer serving their intended purpose. The work of the Professional Development Committee resulted in the development and launch of the Agency Successor Networking Group, which will provide leadership, management, and skill training to ensure the success of new agency leaders. With the support and guidance of NAILBA members serving as mentors, these successors will build a network and support group of other new leaders to help them grow their agencies in the years to come.

We also re-launched the personalized Field Underwriting Guide; made improvements to the content of our magazine Perspectives; re-focused our legislative affairs efforts and increased our social media presence.  

Working in tandem with organizations such as AALU, ACLI, MDRT, the LIFE Foundation, NAIFA, LIDMA and others, we continued to strengthen relationships  among our sister organizations, as well as between NAILBA’s leadership and legislators. From the implications of the debt ceiling increase, changes in tax reform, ongoing discussions on the uniform standard of care issue, and annuities suitability – this has been a busy but productive year for legislative issues in our community.

The future is bright and ripe with opportunity. While it has been my pleasure to serve as your Chairman for the past year, I am looking forward to the future with high expectations of great things for our profession and for NAILBA.

Christi M. Daughenbaugh
2011 NAILBA Chairman