NAILBA Welcomes New Members
NAILBA is pleased to welcome the following new members:

Regular Agency membership

Atlantic Financial Group
3761 Westerre Parkway, Suite D
Richmond, VA  23233
800-517-9901
William J. Shelow, Jr., Chief Executive Officer

Empower Brokerage, Inc.
6030 Jacksboro Highway
Ft. Worth, TX  76135
817-306-2334
Rodney Culp, President

Provisional Agency Membership

iTrust Advisors, LLC
100 Madison Street, Suite 1850
Syracuse, NY  13202
315-373-0500
Robert L. Sansone, President and 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 Institute: Register Now!
Registration for the 2010 NAILBA Agency Management Institute (AMI) is available for $199 - register now!  Consider these Three Great Reasons to attend:

1. The 2010 AMI will provide two (2!) all new Ritz-Carlton Leadership Center customer service sessions. Customer service has a direct impact on the credibility of your agency - one bad customer experience can cost you a customer, maybe several. Don’t miss this opportunity to arm yourself with top-notch information designed to help you keep the customers you have AND grow your business! These sessions would cost thousands of dollars if you contracted them directly with Ritz Carlton!

2. All meals are included in the price of registration: that’s two lunches, a breakfast, and a networking reception!

3. You’ll have a chance to win one of two iPod classics* (valued at more than the cost of registration!) by attending each of the Product Training University sessions. Get up-to-date information from vendors and carriers, then enter your completed Passport into a drawing to win!

In addition to these Three Great Reasons to attend, AMI will provide:

• an Agency Best Practices Panel;
• two Ritz-Carlton Leadership Center training sessions;
• a review of the Teleunderwriting Survey and a discussion of issues impacting geriatric underwriting; and
• two sessions of Product Training University with vendors and carriers.

Visit the AMI Web page for an updated full agenda, hotel reservation information and a list of participating sponsors. Full information about AMI was mailed to all member agency principals in March.

The Westin Lombard may still be able to offer a discounted rate of $159 Single/Double if rooms are still available at the hotel; call 630-719-8000 and reference the NAILBA Agency Management Institute to inquire about the discounted rate.

Questions? Contact Michele Liston at 703-383-3069 or mliston@nailba.org.

*Thanks to Sunshine Promotions for providing the iPod classics!

NAILBA 29: Make Your Airline Reservation on American Airlines
Information about NAILBA 29 is now available online, including our new discounted airfare agreement with American Airlines. Visit www.nailba.org/nailba29 to review the most up-to-date schedule of events, the current floorplan and exhibitor list, registration and golf tournament rates, current sponsors, information for exhibitors and sponsors and travel information. Bookmark the page and return frequently for updates.

Registration and housing will open in early summer.  

Plan now to attend by making your airline reservations! AMERICAN AIRLINES is our preferred airline and is offering discounts to NAILBA29 registrants on ANY applicable airfare on www.aa.com to Dallas.

Discounts are available on American Airlines, American Eagle, American Connection, and all Oneworld Alliance carriers as long as one segment is on American. Reservations can be made online at www.aa.com. Enter the promotional code, 29N0AB, in the promotional code box under the “book flights” tab or “enter passenger data” tab while making your reservation. Discount will automatically be calculated. Discount is valid for travel from November 13 - 24, 2010. There is no additional booking fee on www.aa.com.  

Reservations may also be made by calling the American Airlines Meeting Services Desk toll free at 1-800-433-1790 from anywhere in the US or Canada, 5 am to 12 am CST seven days a week. Give them your promotional discount code, 29N0AB. There is a reservation service fee, currently $20, for tickets issued through this desk. Zone fares are available through the desk and are priced slightly higher but offer more availability and flexibility.

Reservations may also be made via a travel agency, a fee may apply. Reservations involving any Oneworld Alliance or codeshare partner airlines, or travel into one city and out of another must be booked via phone at 1-800-433-1790.

You can still earn AAdvantage miles for your trip when using this discount code; if you would like to become an AAdvantage member, enroll online at www.aa.com.

Questions? Contact Michele Liston at mliston@nailba.org or 703-383-3069.

NAILBA PAC: Watch your mailbox for information!
All NAILBA members will be receiving an invitation to consider receiving information from, and contributing to, the NAILBA PAC in your mailboxes this week. NAILBA PAC is a political action committee whose funds support Federal lawmakers who understand life brokerage. The NAILBA PAC’s efforts help us gain access to leaders in Washington whose decisions have a significant impact on our industry.

Involvement in NAILBA PAC is available solely to NAILBA member agency principals and staff; please seriously consider this opportunity to influence legislation impacting our industry. View the NAILBA PAC brochure online. We are grateful for the support of these NAILBA members whose contributions have made NAILBA PAC a success!

Questions about the NAILBA PAC should be directed to Mark Valentini, Manager of Government Affairs at 703-383-3073 or mvalentini@nailba.org.

NAILBA 29: Promotional Opportunities Available – New Sponsorships Added!
Showcasing your products and services at NAILBA 29 is a powerful and cost-effective way to reach NAILBA members. In addition to print and online advertising, NAILBA offers exhibit opportunities and sponsorship opportunities – including new sponsorship items recently added.

To review the complete product offerings for NAILBA 29 Promotional Opportunities, click here for a printable Promotional Opportunities catalog.

Questions? Contact Susan Haning at shaning@nailba.org  or 703-383-3068.

NAILBA Mourns the Loss of Al Rosen
Alfred Rosen, 5/2/28-4/15/10

It is with sadness the Underwriters Brokerage Service family announces the passing of founder Al Rosen. Al passed away on Thursday, 4/15/10 after a long illness but leaves behind a lasting legacy in business and with family and friends.

Al was one of the strong early proponents of independent insurance brokerage, founding Katzen Rosen Associates (Underwriters Brokerage Service) with his partner Bob Katzen in 1970. He was active in the local life underwriters association in those early days and was a leader in the formation of a national study group LIFE, Inc which ultimately morphed into Lifemark Partners.

Al was a gifted salesman and marketer and though he retired nearly 20 years ago, his efforts, integrity and business philosophy still permeate Underwriters Brokerage to this day. Given the early foundation of success that he developed, the agency continues to thrive under the current leadership of his sons (NAILBA Chairman) Mark and Steve.

Condolences may be forwarded to the Rosen family c/o Underwriters Brokerage Service, 310 Grant Street, Suite 920, Pittsburgh, PA 15219.