WHO is protecting your business?

NAIFA: Tax Video; Breakfast Roundtable; March Meeting

To Our Former NAIFA-Atlanta Members:

By Friday, Washington D.C. will make yet another decision on how they will (or will not) address future taxation and U.S. debt issues of the United States government. With this year being the 100 year anniversary of the inclusion of the beneficial tax treatment of life insurance proceeds in the tax code (amongst other issues: health care and fiduciary standard), there has never been a more important time to be a member of NAIFA-Atlanta!

If you are receiving this, you have not updated your membership in the last twelve months. On behalf of the industry and the association, I ASK you to please do so.

Please either contact Lynette Rickman, Executive Director of NAIFA-Atlanta (770-483-2950 or lynette@naifa-atlanta.org), or go directly to www.naifa.org to renew your membership. I thank you for your contribution to the industry!


Trey Kelly, ChFC

President, NAIFA-Atlanta

Insurance Good; Insurance Tax Bad: NAIFA Protects Your Business

2012-2013 Tax Challenges - NAIFA Protects Your Business

The next meeting of the NAIFA-Atlanta Breakfast Roundtable with Jim Allen will be on Monday, March 11 at 7:15 am at The Georgian Club.

A monthly study group consisting of NAIFA-Atlanta members, the NAIFA-Atlanta Breakfast Roundtable will share case studies, concepts, niche products and marketing ideas in a small group setting. NAIFA-Atlanta members may participate in the Breakfast Roundtable at no cost. Non-members may attend two sessions, but must become a member of NAIFA-Atlanta in order to attend additional sessions. Parking is free and breakfast arrangements may be made through Jim Allen. The Georgian Club is located at 100 Galleria Parkway Suite 1700, Atlanta, Georgia 30339.

For more information or to RSVP, please e-mail Jim Allen at info@naifa-atlanta.org. The deadline to RSVP is Thursday, March 7 at 5:00 pm.

NAIFA-Atlanta / FSP Joint Professional Development Meeting at Villa Christina

Thursday, March 28th 2013 at 7:30-10:30am

4000 Summit Boulevard

Atlanta, GA

Hear tax strategies and tips from Kelly Clark of nationally-known Bradford & Co. that you can use today for your own tax situations as well as for use with your clients. Atlanta FSP and NAIFA-Atlanta are excited to co-host this joint meeting on March 28 - Pre-register below!


With Special Thanks to Our Sponsors!

First Heartland Capital

Habersham Funding, LLC

National Insurance Brokerage

The Milner Group

Principal Financial Group

AXA Equitable

Bret Gerber, Regional Life Director, Prudential
Marketing Resources Inc.


Ohio National


We are the Atlanta Chapter of the National Association of Insurance and Financial Advisors