News
March 2, 2010
NAILBA Welcomes New Members
NAILBA is pleased to welcome the following new members:
Independent Life Brokerage, Corp.200 Connell Drive, Suite 1300Berkeley Heights, NJ 07922908-665-9400Dan Pierson, President
Quantum Alliance, Inc.5805 Blue Lagoon Drive, Suite 280Miami, FL 33126305-447-8404Jose I. Gonzalez, CLU, President & CEO
If you know of an agency interested in joining NAILBA, please contact Naomi Romanchok at 703-383-3072 or nromanchok@nailba.org.
Agency Management...
February 26, 2010
HIPAA: New Privacy and Security Requirements Effective February 17, 2010
You may have become aware of changes to the HIPAA requirements that took effect on February 17, 2010. Some questions have been raised as to what it means to BGAs, so we offer the following information: BACKGROUNDStarting on February 17, 2010, health insurance agents and brokers must comply with a new version of HIPAA privacy and security. The genesis for these new regulations is the electronic medical records...
February 16, 2010
NAILBA Welcomes New MemberNAILBA is pleased to welcome the following new member:
Adams Life Brokerage LLC1408 Gables Court, #1Plano, TX 75075972-931-9989Matt Pashby, President
If you know of an agency interested in joining NAILBA, please contact Naomi Romanchok at 703-383-3072 or nromanchok@nailba.org.
Renew Your Agency Membership Now!Dues renewal packets were mailed in December for 2010 NAILBA Agency membership.
This year, we included your agency’s database listing so that you can...
February 2, 2010
Executive Forum UpdateMany thanks to all who attended the very successful Executive Forum last week in New Orleans! Conference participants spent a full day discussing issues of importance to the independent life brokerage community.
To start the day, Peter Ricchiuti, Tulane University Professor and finance industry expert, provided some optimistic and thoughtful insights to the trends and issues facing our community in 2010 and beyond. Ricchiuti offered some historical perspective...
January 25, 2010
(Fairfax, Va.)—Susan Grimes has joined the staff of the National Association of Independent Life Brokerage Agencies (NAILBA) as the Director of Marketing and Communications, effective January 18, 2010.Grimes will be responsible for oversight of the Association’s publications, marketing and public relations efforts, including print and electronic outreach and the Association’s Web site.Jack Chiasson, CMP, CAE, Executive Director of NAILBA, announced the hiring, saying, “Susan’s extensive...
January 19, 2010
NAILBA Welcomes Susan Grimes as Director, Marketing and Communications NAILBA is pleased to welcome Susan Grimes to the staff as the new Director of Marketing and Communications. Susan will be responsible for overseeing publication of Perspectives and NAILBA Now as well as development and coordination of press releases, marketing materials and the NAILBA Web site. Susan will also serve as staff liaison to the Marketing Committee and the Strategic Communications Committee. Susan has...
January 5, 2010
2010 Executive Forum Housing Closes Friday, January 8th – Make Your Reservation Today!The 2010 NAILBA Executive Forum will take place January 28 at the Ritz Carlton in New Orleans, Louisiana. This year’s program is dedicated to proving the latest information and updates on the financial markets, trends in brokerage, and essential leadership to help your business thrive! Register TodayMake Your Hotel Reservation
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December 15, 2009
Membership Renewal TimeIf you are like most of us it’s been a while since you stopped to reflect on the services that NAILBA provides.View a list of the benefits and services you receive through your NAILBA membership.And it doesn’t stop there. In the next year, you will be presented with two educational conferences designed to provide you and your staff the training you need to be successful in today's economic environment, an updated Field Underwriting Guide, a BGA Contracts Manual, and, of...
December 1, 2009
Estate Tax Vote Expected ThursdayThe House of Representatives is gearing up to vote on H.R. 4154 as soon as Thursday, December 3. Introduced by Rep. Earl Pomeroy (D-ND), the bill would permanently freeze the estate tax exemption at $3.5 million ($7 million for couples) at a subsequent maximum rate of 45%.The estate tax is set to expire in 2010 and revert to its original exemption level of $1 million and 55% rate in 2011.H.R. 4154 is not indexed for inflation and does not include gift tax...
November 30, 2009
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