The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
NAIFA’s mission is advanced in part through ongoing partnerships with the following organization: AALU, GAMA International, Life Happens, MDRT, NAILBA, WIFS, and LIMRA International.
This is the last NAIFA Scottsdale Luncheon !
Presented By Panel:
Carrie Hall, CLU, CFP * Richard Beyer * Brian Blair * Jeremy Mueller
Carrie Hall, CLU, CFP has been helping her clients in financial, business and estate planning since 1985 and has been affiliated with New York Life as an agent since 1988. She is a Nautilus Plus Member and was elected to serve on the Board of Directors of The Nautilus Group for 4 years beginning in 2018. The Nautilus Group is an exclusive, advanced planning resource for estate conservation and business continuation strategies. She is actively involved in the community through her work on operating and foundation boards for several organizations.
Richard Beyer is the CEO with Financial Health and Security Advisors. Rick has a deep passion around income protection via disability insurance in the context of overall personal and business financial planning. He and his team have led in annual premium production with several insurance companies. His mission is to help businesses and institutions attract, retain and provide meaningful benefits in order to keep their organizations competitive and profitable.
Brian Blair is the Assistant Division Manager for Physicians Mutual in Scottsdale. He is building a team of business professionals with diverse backgrounds to help clients who are at or near retirement. Recruiting, training and mentoring Insurance Agents and Coaching them to achieve their long-term professional goals are his main objectives there.
Jeremy Mueller is a 3rd generation State Farm Agent in Scottsdale. Ranking in the top 1% of State Farm agents, Jeremy and his team have been a leader in AZ and region. He is a President’s Club producer for Homeowners insurance ranking in the top 50 out of 18,000 agents nationwide. Jeremy attributes much of his success to his referral partners and team. While production is important, it is the long-term relationships with trusted referral partners and clients that enable him to have lasting success.
NOTE Date Change: WEDNESDAY, December 5, 2018
11:15 am – 1:00 pm
Starfire Golf Club
Let’s Light Up The HOLIDAYS!
Bring a new, unwrapped board game or holiday gift card to our December luncheon to donate to Children’s Cancer Network. Each donor will get 6 raffle tickets to the 50/50 drawing!
Upcoming NAIFA Events
IFAPAC – NAIFA-Arizona Fundraiser – The Gift of Chance
Deadline for participation is December 27, 2018 – Drawing to take place on January 23, 2019
NAIFA Arizona Community Service Project – Eye Glasses Collection
Donations will be taken to The Lamu Center for Preventative Health in Kenya