NAIFA PLATINUM ACHIEVER: JACK E. BOBO AWARD OF EXCELLENCE RECIPIENT!
JOIN NAIFA / RENEW YOUR MEMBERSHIP • UPDATE YOUR MEMBER PROFILE
Find a Professional Insurance and Financial Advisor! Welcome to the official website of the National Association of Insurance and Financial Advisors - Richmond, VA. If you need an exceptional local professional - somebody who adheres to a strict code of ethics and works with legislators on a state and national level to protect your wealth - click HERE to find a NAIFA member by zip code.
SAVE THE DATE! NAIFA-RICHMOND MEMBERSHIP LUNCHEON MEETING:
Friday, January 24, 2020
The Westwood Club, 11:30am - 1:00pm
6200 WEST CLUB LANE, RICHMOND, VA 23226 - map
Life Happens Real Life Story of Stephen Miller
FEATURING GUEST SPEAKER:
Rose Goheen, CLU
2019 Real Life Stories Client Service Recognition Award Winner
Rose began her career in insurance and financial services with State Farm in 1983. A 1979 graduate from James Madison University and a CLU designation in 2008 from The American College. She is a 28 consecutive year qualifier for the State Farm Crystal Excellence award that recognizes not only property and casualty profit but life insurance production and retention. She is a multiple year winner of the National Quality Award, past president of her NAIFA Tidewater chapter, past LILI graduate and recent recipient of the Real Life Stories Client Service Recognition Award.
In her 36 years, she has seen many changes to our industry but one constant in her practice is making sure her clients are protected for the “what if’s” in life whether it in auto, home, life or health insurance. In her office, she has a dedicated team that allows her to concentrate on meeting with her clients and making sure their life insurance and retirement plans are keeping up with their hopes and dreams.
There is NO CHARGE for NAIFA-Richmond Members.
PLEASE NOTE: Registration due by 12:00 Noon on Tues, January 21st. If you RSVP and do not attend, or attend the meeting without prior reservation, a charge of $15.00 will be billed.
Invite a Non-Member to Lunch! As always, a non-member can attend our Membership Meetings twice during the membership year (September through June) as a NAIFA guest, with an additional $35.00 charge payable at the door. If the non-member joins NAIFA during that membership year, the $70.00 charge will be applied toward their dues!
For more information, please contact Association Executive Marie Mercer at (804) 747- 6020 x. 101 or email email@example.com.
EACH JANUARY WE "RESTOCK THE SHELVES"
so... let's start collecting!
NAIFA FOOD DRIVE FOR FEEDMORE TO
BENEFIT THE CENTRAL VIRGINIA FOOD BANK!
We are asking members and their respective agencies to have a little healthy competition to help 'Restock the Shelves' and feed the hungry! We have collection boxes available at the NAIFA-Richmond office at 3108 N. Parham Road, Suite 100A, Henrico, VA 23294.
For every dollar donated to the Central Virginia Food Bank, FeedMore can provide 5 meals to the hungry. NAIFA has added the ability to accept monetary contributions both at the office as well as the membership meeting, so if you'd rather help by reaching into your pocket for a few $ you have that option. Monetary donations are tax-deductible and can be made in three ways:
- Checks made payable to “FeedMore” noting the NAIFA food drive in the memo section.
- Cash donations (accompanied by the donor’s name & amount donated if an acknowledgement for tax purposes is needed)
- Online donations at www.feedmore.org and noting the NAIFA Food Drive under “credit this food drive”.
Don’t forget Matching Gifts, if your company offers them, and double your gift!
For more information, please contact Association Executive Marie Mercer at (804) 747-6020 x. 101 or email firstname.lastname@example.org.
CAUGHT ON CAMERA!
NAIFA-Richmond members attending a breakfast for Congressman Dave Brat on Friday, May 4th, 2018 at the Marriott in Richmond, VA.
NAIFA-Virginia protects your business and helps you grow your business!
OUR EVENTS ARE NOT TO BE MISSED!
NAIFA-Richmond provides and encourages continuing education and a forum for fostering strategic alliances between complementary financial service professionals to enhance their ability to better serve the public. NAIFA-Richmond continues to provide the best networking and CE opportunties to our members!
IT'S SMART TO BELONG!
3108 N. Parham Road, Suite 100A, Henrico, VA 23294-4415
Association Executive Marie T. Mercer, LUTCF
Phone: (804) 747-6020 Ext. 101 | Fax: (804) 965-0823
Email: email@example.com | Website: www.naifarichmond.org