NAIFA – Northwest Affiliate CE Day

Red-Flags:  Identifying Opportunistic Fraud, # 6000123883   4 Hours of General CE Credit

Presented by Michael Bricker, Bricker Professional Education 

This is one (1) course and you must attend the ENTIRE SESSION to receive credit.  (Individual credit hours ARE NOT available.

NAIFA – Tulsa Affiliate Meeting October 3, 2023

 

You are invited to our October meeting at the Schusterman-Benson Library.

Please join us for Market Intelligence – Q3 2023 Outlook, #6000153724, presented by Chris Siegel, Regional Vice President and Business Consultant with John Hancock Investment Management.  This course has been approved for 1-hour of General CE credit.
Market Intelligence combines insight from asset managers, independent research firms, broker-dealers and banks with a top-down analysis that insurance professionals can reference when consulting with their clients and when advising them on both new coverage and in-force coverage, i.e. variable insurance products, annuities, retirement plans and the available investment strategies and other portfolio products that are market driven.  
Please let us know that you will be attending by registering below….AND bring your National Producer Number!
 

 

NAIFA – Tulsa Affiliate Celebrates Life Insurance Awareness Month

We are very pleased to resume our in-person meetings with the September Life Insurance Awareness Month campaign.   

 

This year we are celebrating the 20th Anniversary of Life Insurance Awareness Month and will have a ‘special” program, the Kevin and Cindy Davis Real Life Story followed by Sales Tips from Chad Tredway.

 

This would be a great meeting to invite a colleague who is new to the industry to attend so that they can really begin to understand why we love what we do!
Maple Meeting Room

Rep. Kevin Hern September In-District Meeting

Thursday, September 7, 2023, we will be meeting with U.S. Representative Kevin Hern at his Tulsa office from 10:00 am – 10:30 am. to discuss our legislative concerns.

We need as many members as possible to attend the meeting.

Thursday, September 7, 2023

10:00 a.m. – 10:30 a.m.

Rep. Kevin Hern’s Tulsa Office

2448 E. 81st St., Suite 5150

Tulsa, OK 74137
Click HERE to Map It from YOUR Location

IMPORTANT: Please email Whitney Jessee at whitney.jessee@american-national.com and let her know if you will attend and for any questions.

This is a great time to bring new members so that they can see how effective NAIFA is in advocating for our members and clients.

Whitney Jessee

Phone: 918-492-5396

Rep. Tom Cole September In-District Meeting

Wednesday, September 6, 2023, we will be meeting with U.S. Representative Thomas Cole at his Norman office from 3:30 pm – 4:00 pm. to discuss our legislative concerns.

We need as many members as possible to attend the meeting.

Wednesday, September 6, 2023

3:30 p.m. – 4:00 p.m.

Rep. Thomas Cole, Norman Office

2424 Springer Drive, Ste. 201

Norman, OK 73069
Click HERE to Map It from YOUR Location

IMPORTANT: Please email Dick Porter at rporter@adaptfa.com and let him know if you will attend and for any questions.

This is a great time to bring new members so that they can see how effective NAIFA is in advocating for our members and clients.

 

Dick Porter

405-475-7805

Rep. Stephanie Bice August In-District Meeting

Thursday, August 31st, we will be meeting with U.S. Representative Stephanie Bice following her appearance at the Reagan Breakfast Group. The Reagan Breakfast Group meets from 8:00 a.m. to 9:00 a.m. and will be adjourned to meet with Rep. Bice. You are welcome to attend the Reagan Breakfast Group meeting – just order breakfast then come up to the second floor.

We need as many members as possible to attend the meeting to go over our legislative concerns.

Thursday August 31, 2023

8:00 – 9:00 a.m. Breakfast (optional)

9:00 a.m. – 9:30 a.m. (meeting with Rep. Bice)

Kamp’s 1910 Cafe (on the Second Floor)

10 N. E. 10th Street

Oklahoma City, OK 73104

 

Approximately 1 block East of Broadway, just across the railroad tracks. Or about a block West of the Broadway Extension (I-235).

 

Click HERE to Map It from YOUR Location

 

IMPORTANT: Please email Charlie Potts at charleswpotts@gmail.com and let him know if you will attend and for any questions.

 

This is a great time to bring new members so that they can see how effective NAIFA is in advocating for our members and clients.

 

Charlie Potts

405.410.2466

 

 

NAIFA – Oklahoma City Affiliate Meeting

We are pleased to resume our monthly meetings and hope  you will join us on Friday, September 1, 2023!

 

Our meeting will begin with a Webinar at 10:30 a.m. entitled Ten Most Common Life Insurance Mistakes and How to Avoid Them, #6000013663.  This course is approved for one (1) hour of General CE credit.

 

Next, just in time for year-end planning, Justin Maddox, MBA , Vice President & Market Leader from BlackRock Investment Management will provide us with a timely Market Update.  You won’t want to miss this!

Rep. Frank Lucas August In-District Meeting

This Thursday, August 3rd, we will be meeting with U.S. Representative Frank Lucas following his appearance at the Reagan Breakfast Group. The Reagan Breakfast Group meets from 8:00 a.m. to 9:00 a.m. and will be adjourned to meet with Rep. Lucas. You are welcome to attend the Reagan Breakfast Group meeting – just order breakfast then come up to the second floor.

We need as many members as possible to attend the meeting.

Thursday August 3, 2023

8:00 – 9:00 a.m. Breakfast (optional)

9:00 a.m. – 9:30 a.m. (meeting with Rep. Lucas)

 

Kamp’s 1910 Cafe

10 N. E. 10th Street

Oklahoma City, OK 73104

Approximately 1 block East of Broadway, just across the railroad tracks. Or about a block West of the Broadway Extension (I-235).

Please email Charlie Potts at charleswpotts@gmail.com and let him know if you will attend and for any questions.

Charlie Potts  405.410.2466

 

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Posted on by Association Executive