State Farm Ins. Companies
8601 S. Priest Dr., Ste 101, Tempe, AZ 85284-1919
Donna Kohlhase, CFP, CLU, ChFC, CASL,
Secretary Treasurer
State Farm Ins. Companies
6836 E. Brown Rd., Mesa, AZ 85206
Kenny Ziegler, ChFC, LUTCF, Immediate Past
San Marcos Insurance Group
584 W. Chandler Blvd., Chandler, AZ 85225-7531
Lars Hansen, LUTCF - National Committee
Mark your calendar for our February meeting …
Thursday, February 10, 2011 – 7:30 am
SPEAKER: Lori Marsh – BRAND IT Marketing
Connect to your Customers
• Their target market
• Where to find their potential customers
• The right message and marketing
materials to Connect to your Customers
American National Life
4455 E. Broadway Rd., #108, Mesa, AZ 85206
Sid Pfaff, LUTCF
Pfaff Insurance Agency, Inc.
8601 S. Priest Dr, #101A, Tempe, AZ 85284
William Wise, CLU, LUTCF
Farmers Insurance Group
3660 E. University Dr., #4, Mesa, AZ 85205
Michael Klein, CFP, MBA
Klein Financial
4824 E. Baseline Rd., Ste 135, Mesa, AZ 85206
Vandy Moore
State Farm Insurance Companies
Meeting Location:
Dobson Ranch Inn, 1666 Dobson
Ranch Rd, Mesa, in the PERZOLA (Rotunda) Room
For more information AND TO RSVP: call Betty Hartnett, CLU, FLMI,
Association Administrator at 602-317-4438, or email her at
[email protected]
MG Peterson Consulting, PLC, CPAs
State Farm
Hoopes, Adams & Alexander, PLC
Pinnacle Restoration
The Chittendens
4135 S. Power Rd, Ste 123, Mesa,AZ 85212
Dale Chittenden
The Chittenden Group
3821 E. Indian School Rd, Phoenix, AZ 85018
This is a reminder: When you receive a Gov.alert. --- Please read
& respond.
Connect to your Customers
• Their target market
• Where to find their potential customers
• The right message and marketing
materials to Connect to your Customers
ArLLe you looking for a
Lori Marsh – With over 15 years in the hospitality & marketing industries, Lori shares her
passion with small businesses and start-ups through Brand It Marketing.
Lori takes the mystery out of Social Media with her presentation, What’s in it for me?”
the guide for small businesses, exploring the pro’s and con’s of Facebook, Twitter and
Presentation includes Social Media - What’s in it for me? Strategy Worksheet. A one page
worksheet to get the mental juices flowing and identify if your business has what it takes
to run an effective Social Media campaign.
Social Media- What’s in it for me?
Walk away Goal
How Social Media is a part of your overall Marketing Strategy
A review of the most developed Social Media sites and which might be the right fit for your business.
How to use Social Media sites as an extension of your Brand.
What is Social Media & Social Networking?
How Social Media fits into your current marketing strategy
What – Product or Service am I offering?
Who – Is interested or my Target Market?
Why – Do they need it or want it?
When –Is it used or when do they come looking for it?
Where – Are they looking for my product or service?
How –Are my customers going to hear about me? Find me? What method of advertising is appropriate?
Most popular and relevant business oriented Social Media Sites: Facebook, LinkedIn, Twitter
Pros & Cons to each
Examples of great pages and uses
Tips & Tricks to a Fantastic Facebook Fan Page
Team Members
Business Page
Researching your prospective clients
Relevant Content
Consideration of Resources to support strategy
Where do you find the time?
How much is this going to cost me?
What do you have to say?
How do you measure Success and ROI?
"Though no one can go back and make a brand new start, anyone can start from now and make a brand new ending."
"What a wonderful life I've had! I only wish I'd realized it sooner." - Colette
"I'm Going to Get Organized!"
Why This is a Myth
People say this time and time again, thinking this is the end-all to their challenges throughout the day. Well, here's the
reality: You never will be "organized", because that indicates you are at a standstill, and life is not a standstill
Everything is a process, and engaging in the process of improvement is what will have you feel better, and be able to make it
through your day more productively and efficiently. Here's some things to consider:
Business changes. Very few, if any, businesses are still being run the same way they were 12 month ago. Staff
changes, market changes, products and service demand changes.
Review. Once you get "organized" or map your processes and systems, things change again. You will need to
regularly review and update them, to keep the business flowing and moving ahead.
Be open to change. Remember the Borg from the Star Trek series? "Resistance is
futile!" Things will change, with or without you. Look at our kids with technology--they
are not afraid to embrace the newest thing that comes along. In fact, they delight in
trying new things out!
Enjoy the journey! It really is about the journey and not the end result. If the goal is
all there is, the real lessons and opportunities are most often missed or overlooked.
Check out the great deal offered through NAIFA/AON by clicking on the link below!
Professional program courseware leads to more than 19 industry-recognized designations including LUTCF and
FSS, offered through The American College, America’s Health Insurance Plans (AHIP) and The American
Institute for CPCU. Many of these designations are made available at a special NAIFA member discount.
Anyone interested in a:
CLU – ChFC – CFP Designation
If you have an interest in taking the courses to achieve any one of the above
designations please reply to the email address below!!
Over the next few weeks we will be putting together the 5 core classes necessary to
receive any of these designations. As we all know our time and expertise is all we have
that sets us apart from the business next door. Where do you stand?
Please email any interest to: [email protected]
Anyone interested in CE
If you are in need of CE Credits, there are several classes offered by NAIFA, that we can
schedule for the East Valley association.
Please email any interest to: [email protected]
Mark these Monthly Breakfast Meetings in your Calendar!
All meetings held at Dobson Ranch Inn, 7:30 AM Breakfast!
Feb. 10, 2011 - Speaker, Lori Marsh, Brand It Marketing, LLC
Mar. 10, 2011 - Speaker, Annette Bau – Sales Ideas
Apr. 14, 2011 -
Speaker, Ron Adams, Hoopes, Adams & Alexander, PLC
May 12, 2011 -
Speaker, Tom Hegna
Check out our Website: www.naifaeastvalley.org
"The mission of Packages From Home is to send care and comfort packages to deployed American military heroes who are
stationed in active duty theaters around the world, as well as to facilitate activities that elevate morale of all veterans."
The Packages From Home Story
Kathleen Lewis - Founder of Packages From Home
Packages from Home began as a labor of love for my son, Christian, a soldier with the Army's 1st
Infantry Division. Christian was deployed to Iraq in March 2004. I began sending care packages to him
on a regular basis. When I received a phone call from him thanking me for all of the comfort items from
home, I found out that my son was the only soldier in his squad receiving any packages from home.
Some friends and I decided to adopt his squad, and began shipping packages to the men in his unit.
This is the point where "Packages from Home" was born.
Along with my friends and neighbors, I began having "packing parties" in my garage every month or so,
sending requested and needed items to Christian's squad. As we all know, volunteering for a good
cause is contagious. As the small group of volunteers kept sending packages, more and more people
began to get involved. In October 2004, our small organization received a call from a local a.m. radio
talk show host, Bruce Jacobs from KFYI Radio inviting me to be on his morning talk show to talk about
what we were doing. After the appearance on his show, my phone lines lit up. Some people wanted to
donate money, other people wanted to donate items, and more people wanted to donate their time to help support the squad.
The grassroots effort began to grow in leaps and bounds from November 2004. By then we realized that the amount of donated
goods, and the money coming in to ship the items would require us to request charitable status with the IRS. Packages From Home
then became a 501(c)(3) charitable organization.
Our sole purpose is to provide food, personal care, and recreational items to deployed American troops, at no cost to the them. Since
March 2005 we have averaged 1,000 to 1,500 packages a month being shipped to our heroes. Our goal is to ship many more. We
collect donated items from generous patriotic citizens who live all across America. These items include non-perishable food, personal
toiletries, and recreational items like games, books, music CDs and movie DVDs. A list of items needed by the troops is available on
our "Things to Donate" page along with the location of "Drop Off Locations" in the greater Phoenix Arizona area where items may be
donated. (No alcohol, tobacco products, pressurized containers, x-rated materials or any other item deemed unsuitable or unsafe will
ever be sent by us.) Our staff and volunteers carefully pack the donations into U.S. Post Office Flat-Rate Priority Mail boxes. The
boxes are then mailed to U.S. servicemen and women who are deployed overseas in harm's way. Monetary donations go towards
mailing costs and/or purchasing of special items to send to the troops.
Packages from Home is one of the organizations listed and recognized by the Department of Defense to send care packages in
support of our troops. We have been featured on many Military related websites, such as The Military Report and America Supports
You. Sometimes people ask us for names of soldiers to whom they can send packages on their own. However, to ensure the security
of our Military we cannot release the names or addresses of any armed forces personnel in our database. In fact, even on this website
you will see them referred to by only part of their name. If you are outside Arizona and want to support our great Military, we
recommend you visit the America Supports You website. As part of the Department of Defense, the website gives many examples of
ways to show your support for our Soldiers, Marines, Airmen, Sailors, Guardsmen, and Reservists.
Whether you are in Arizona or in another state, we hope you can find it in your heart to give a little back to our proud troops still
serving abroad.
*********** LUTCF Insurance Skills *****
Fast-Start Sales Training for Insurance Professionals
The LUTCF Designation can be earned by completing five of The College's regular FA series courses and
OR ….. Maybe you haven’t contributed at all?
It is time to consider what you are doing to help your profession and career.
Most “first timers” contribute $50, but the easiest way to contribute is to automatically pay each month,
perhaps $8.50 – a painless exercise – with automatic withdrawal.
Go to www.naifa.org and log in with your member number (on your magazine or your membership card).
Get to know your State Legislature …
The following links will allow you to identify the Members of our State Legislature, as well as identify the Legislators
who represent each of you individually:
Members of the Arizona State Senate: http://www.azleg.gov/MemberRoster.asp?Body=S
Members of the Arizona State House of Rep: http://www.azleg.gov/MemberRoster.asp?Body=H&SortBy=1
To find your Legislators, go to:
Visit our website at: www.naifaeastvalley.org
The Vision and Mission of NAIFA
Vision Statement
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.
Mission Statement
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
Send in your
Business & Personal Address, Phone, Fax and E-mail Changes – Fax to
602-305-9830 or email to Betty Hartnett, Association Administrator at
[email protected]
Phone: 602-317-4438
Check out our Website: www.naifaeastvalley.org
Happy Valentine’s Day………………….what a wonderful gift of ‘LOVE’; life insurance is!
I have had the privilege to settle a couple of death claims recently and I am more
convinced than ever of the worthwhile work we do! So after the roses are faded and the
chocolate is gone……………….make sure ‘you’ have enough LOVE INSURANCE to
protect the ones you love!
Wow, we have a great program this month! Lori Marsh from Brand It Marketing will be
our guest speaker! Facebook…..Linked In………social media…….what’s this world
coming to! Lori will help us understand how we can best get into social media and what
we need to be as efficient as possible. Lori has a wealth of knowledge to share with us!
She has helped me better understand this ‘new frontier’! You won’t be disappointed and
bring a friend!
See you Thursday February 10th!
Judy Aguilar-Woertz, President
Your 2010-11 Board
Check out our Website: