nAiFA - syracuse • 606 state Tower Bldg. • syracuse, ny 13202 • phone/Fax: 474-6775 • www.nAiFA-syracuse.org

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Find the Missing Piece of the Puzzleat the 2010 NAIFA-Syracuse Sales Congress

Sales Ideas, Motivation & More!

Friday, March 12, 2010 • 8am - 12 NoonRenaissance Syracuse Conference Center

701 East Genesee Street, Syracuse, NY 13210

PROGRAM8:00 – 8:45am. . . . . . . Exhibits and Refreshments8:45 – 9:00am. . . . . . . Opening Remarks (NAIFA-Syracuse President Andrew Baker)

9:00 – 9:15am. . . . . . . NAIFA-NYS State of the State9:15 – 10:15am. . . . . . Frank Maselli10:30 – 11:00am. . . . . Exhibits and Refreshments11:00am – 12 Noon . . Adam Solano12 Noon . . . . . . . . . . . Closing

Key Note SpeakerAdam Solano

Lakeside Financial Group

• 4 under 40 Award Advisor Today Magazine

• Rising Star 2009Insurance News Net Magazine

To Reserve Your TicketPlease fi ll out the Ticket Order Form below and mail (with check) to:

Mike Zinsmeyer, 301 Plainfi eld Road, Suite 240, Syracuse, NY 13212

**You can also pay by PayPal – please email mzinsmeyer@metlife.com for details.**

Ticket Order FormName(s) of Attendees _______________________________________________________________________________________

Your Company (w/address if no email) __________________________________________________________________________

Phone Number ______________________________ Email Address** ________________________________________________

** We will email you a confi rmation of your reservation so please include an email address.

Ticket PricesADVANCE: (mailed prior to 2/26/10) = $35.00 each • AT DOOR: (without reservation) = $50.00 each

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

2901 Telestar Court • P.O. Box 12012 • Falls Church, VA 22042-1205 • 703/770-8100 • www.naifa.org

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NAIFA Members Can Now Pay Annual Dues with Monthly Payments Are you taking the opportunity to pay your NAIFA annual dues monthly? If not, we ask that you consider renewing your membership through the Monthly Bank Draft/Credit Card program. By design, the monthly credit card/bank draft program allows NAIFA members to pay membership dues in 12 monthly installments by either drafting from your savings or checking account or by charging your Visa or MasterCard credit card. (AMEX is accepted only for full payments). In these challenging economic times, this is a payment option worth considering. Sign up now at www.naifa.org/renew. What does Membership in NAIFA do for you?

• Protects your business with Advocacy efforts, designed to help our industry weather the current perfect political storm.

• Helps you build your business through NAIFA’s Professional Development System, Virtual Library, NAIFA's Advisor Today, NAIFA Connections and networking at the national, state and local level.

• Saves your business money by taking advantage of discounted rates on E&O insurance through AON and products and services from Office Depot, UPS, and more!

How does the payment process work? On the 5th of each month NAIFA will draft from your bank account or charge your credit card for 1/12 of your total annual dues. A processing fee of 50 cents is added to each monthly transaction. How do I sign up? Sign up online to begin the program at the time of your renewal. Your account will not be charged until your renewal date. Contact the NAIFA Member Service Center at 877-TO-NAIFA (866-2432) or email membersupport@naifa.org with any questions regarding signing up for the NAIFA Monthly Bank Draft/Credit Card program. NAIFA Offers New Sales, Marketing and Prospecting Tools To build a thriving client base and take your business to the next level of career success, insurance agents and financial advisors need effective tools and resources, online training programs, coaching support and adaptable marketing materials. NAIFA now offers members access to a unique product line of sales, prospecting, and marketing tools designed to help you succeed—all offered at special member rates. For more information: Visit the Sales Tools page under the Member Benefits section of the NAIFA website or call the PD&E Department at 877-866-2432.

ADAM SOLANO

TOPIC: “LIFE AT WORK”

Adam began his career in the financial services industry with MassMutual in February 1993. In 1997,he formed Lakeside Financial Group to service the growing needs of his clients. The Third Lake, Illinois based-firm sells a wide range of financial services products, including disability income, health, long-term care and property and casualty insurance, as well as, annuities, investments andfinancial planning.

Adam is the Immediate Past President of NAIFA- Chicago. He has been a member of the Million Dollar Round Table since 1997, and a three-time qualifier of Court of the Table.and was a breakoutspeaker at the MDRT 2006 meeting in San Diego.

Adam was featured in the March 2009 issue of Insurance News Net magazine and is the recipient of the 2009 NAIFA Advisor Today magazine’s “Four Under Forty” award as one of four young advisors selected who have made it to the top by working hard, putting their clients first, and giving back to theindustry..

He helps mentor new agents and has served two terms on NAIFA’s national membership committee. Adam says “It’s the greatness of this industry and the greatness of its people that keep me motivated to serve.”

Adam is active in his church. Besides helping his clients make smart choices about their money, Adam’s greatest accomplishment is his family. He and his wife Jennifer have 4 children: Claire (11),Olivia (10), Dominic (8), and Victor (6).

FRANK MASELLI, CIMC

TOPIC: “AN INDUSTRY REBORN: 10 STEPS TO SUCCESS IN THE NEW FINANCIAL SERVICES PROFESSION”

Frank Maselli is one of the most inspiring and insightful leaders in the financial services industry. He is a recognized specialist in helping financial professionals reach new levels of success and he does it with tremendous warmth, humor and passion that have earned him top speaker awards at manynational conferences.

Frank began his professional career as a U.S Army Officer in command of an elite group of combat medics. In 1983, Frank joined Dean Witter where he opened one of the country’s first Sears Financial Centers. In 1986, he moved to PaineWebber where he became their top mutual fund sales director andmanager for the #1 branch office in the nations. Before starting his own consulting firm, Frank was executive vice president and national sales manager of one of the largest money management firms inthe world. He not only managed their wholesaling team but created the firm’s “Advisor Academy” coaching thousands of financial advisors in practice development and marketing.

Frank has personally trained thousands of advisors in advanced business-building techniques. He haswritten two best selling books and numerous articles. His books: “Seminars: The Emotional Dynamic”is now in its third edition and has become the industry “bible” for all types of presentations and“Referrals: The Professional Way” is redefining and professionalizing the entire networking processfor top advisors. Frank talks to advisors from the heart about finding success and happiness in a hyper-competitive environment, leaving them with a deeper understanding of the critical role they play in their clients’ lives.

A graduate of LaFayette College, Frank is a member of the National Speakers Associate, IMCA, MENSA, and a private pilot. He lives in Raleigh, NC with his wife and two daughters.

President’s Page March, 2010

I know that when the Big East Tournament is just around the corner, so too is the NAIFA-SYRACUSE’S annual Sales Congress! Sales Congress is now less then a month away and our Committee has been working diligently to prepare for this event. The two speakers that we have booked are both headliners, so I don’t envy the person who has to tell one of them that they will be opening for the other! But they are also both quite different… Frank Maselli, is one of the most exciting and dynamic keynote speakers in the financial services industry today. He has over twenty-five years of experience as an advisor, manager and a senior executive with a major global money management firm. He has written several books and also does career coaching for FA’s. Check out his website at www.frankmaselli.com for more info. Adam Solano, the immediate past president of NAIFA-Chicago, 3 time Court of the Table qualifier, and one of the hottest young speakers in our Industry, is our other Headliner. Adam is considered part of “the New Guard” of NAIFA. He was just named one of NAIFA’s, 4 under 40, and remains extremely involved with this organization. We our very excited that we have been able to book both of these speakers and brought in over 30 vendors to network with our association. Now, we just need to make sure that we get the word out to all the insurance and financial advisors around Central New York to make sure they come out to this event. Warmest regards,

Andrew J. Baker, CRPC NAIFA-Syracuse President

We’ve got your back.(because you have enough backs to worry about.)

Life insurance • DisabiLity income insurance • Long term care insurance massmutual financial group is a marketing name for massachusetts mutual Life insurance company (massmutual) and its affiliated companies and sales representatives. insurance products issued by massmutual, 1295 state street, springfield, ma 01111-0001 and its subsidiaries, c.m. Life insurance company and mmL bay state Life insurance company, 100 bright meadow blvd., enfield, ct 06082. *Fortune magazine, may 5, 2008.© 2008 massachusetts mutual Life insurance co. (massmutual), springfield, ma 01111. www.massmutual.com

MassMutual helps brokers keep their clients covered.

How? With high-quality insurance products, local support

services and the expertise you expect from a fortune 100*

company. to learn more, call 315-449-3000, ext. 346.

for more information about massmutual products and support, contact your local brokerage director:

Jon Law, Jr., brokerage Directorthe central new york agency, LLc432 n. franklin st., suite 50syracuse, ny 13204Phone: 315-449-3000, ext. 346fax: 315-449-3030email: jlaw@finsvcs.com

Attorneys: David J. Zumpano • Harry M. Scaramella • Ryan F. Coutlèe • Jennifer M. McDonnellLegacy Building • 555 French Road, New Hartford, NY 13413 • 315-793-3622 • Fax 315-793-0076

5789 Widewaters Parkway • Dewitt, NY 13214 • 315-446-3850 • Fax 315-793-0076www.eplawcenter.com

The Estate Planning Law Center ...HowWorking With FinancialProfessionals Creates TheWinning Team.

At the Estate Planning Law Center we believe working with financial professionalscreates a perfect team for a number of reasons. Long-term care and life insurance areimportant elements to be discussed in every estate plan.While we don’t providefinancial products, we believe sharing perspective with clients and having you on ourteam will ensure they get the best options available.Win. Win. Win.Working together as a professional team ensures that not onlydo the attorney and financial professional win, but that the greatest win is to the clientby getting success in their plan.Alliance of TrustWe’re so committed to having financial and tax professionals involved,that we require the client to waive confidentiality and permit us to share everythingwe learned with the other professionals on the team.

The Financial Advisor And The Estate Planning Law Center ...Forming The Winning Team For A Client’s Success.

Our TLC Client-CenteredTeam Strategy Typically ResultsIn Clients Consolidating AllTheir Assets With TheFinancial Professional On The Team.

Milton A. Hill, CLU, ChFC, CLTCSenior Vice President Sales & Marketing

Alliance Advisory Group, Inc.Guardian Insurance Co.15 Technology PlaceEast Syracuse, NY 13057Fax (315) 234-5499Phone (315) 234-5500 x 315

This AdverTising spAceMAy Be AvAilABle

cAll474-6775

Kathie Nelkin is a vice president at American Century Investments dedicated to advisor relationships. She has been in the financial services industry for 15 years and covers Upstate NY and Vermont. Her professional goal is to create long-term relationships by providing outstanding support to her clients. Kathie believes in understanding and adapting to a wide variety of clients and products, and in consistently delivering outstanding performance. She graduated from SUNY Brockport and has a B.S. degree in communication studies. She is Series 7 and 63 licensed. Kathie formerly was a vice president and wholesaler with Oppenheimer Funds for 6 years. (SEE NEXT PAGE FOR REGISTRATION FORM AND DETAILS)

Mail, Fax or Email Registration by February 23, 2010 to:

Unity Mutual Life Insurance Company

c/o Nicole McManus

507 Plum Street

Syracuse, NY 13250

Email: nmcmanus@unity-life.com

Phone: (315) 448-7038 Fax: (315) 448-7001

Registration Form

Name (s) and Title (s):

Firm/Business:

Firm/Business Address:

City: State: Zip:

Email:

Phone: Fax:

Mail, Fax or Email Registration by February 23, 2010 to:

Unity Mutual Life Insurance Company

c/o Nicole McManus

507 Plum Street

Syracuse, NY 13250

Email: nmcmanus@unity-life.com

Phone: (315) 448-7038 Fax: (315) 448-7001

Registration Form

Name (s) and Title (s):

Firm/Business:

Firm/Business Address:

City: State: Zip:

Email:

Phone: Fax:

2010 Outstanding Teenager of the Year Award

NAIFA-Syracuse is proud to announce the 15th Annual Outstanding Teenager of the Year Award Program. For the past several years, we have presented this award throughout the three counties (Onondaga, Oswego, and Madison) to outstanding teenagers who excel in the area of Community Service. The three winners, along with their parents, are invited to the Annual Awards Breakfast to be held on April 22, 2010. In the past, we have presented U.S. Savings Bonds to each Award winner. Our goal this year is to present each recipient with a $200 U.S. Savings Bond, along with their award, and breakfast for the teenagers and their parents. The financial support of NAIFA-Syracuse members has been extremely helpful in the continued success of this special program. Any contribution, large or small, will be greatly appreciated. Please make your check payable to NAIFA-Syracuse, and mark on your check it is a “Teenager of the Year” donation, and mail to:

Patricia A. Chavarria c/o New England Financial

6390 Fly Road East Syracuse, NY 13057

As always, thank you for your continued support!

A nomination form is included with this announcement. Please fill one out and nominate an outstanding teenager you may know. Deadline for nominations is March 26, 2010.

NAIFA-Syracuse (Syracuse Association of Insurance and Financial Advisors)

“Outstanding Teenager of the Year” Nomination Application

_____________________________________________________________

Name: ________________________________ Phone #: ____________________ Address: _______________________________________________________________ Age: _____ School Attending: _____________________________________ SS#: _______________________ Date of Birth: __________________________ (Please note: Social Security # and Date of Birth are needed for Savings Bond) Nominated by: _______________________________ County: _________________ Please list: Community Service Contributions, Service to the Community through School, Church or Civic Organizations. (Please provide detailed information. You are encouraged to attach supporting documents, if available.) _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ _______________________________________________________________________ References: ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________

Please attach photo here (if available).

NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS

2901 Telestar Court • P.O. Box 12012 • Falls Church, VA 22042-1205 • 703/770-8100 • www.naifa.org

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Do You Know An Outstanding YAT Leader? The online application for the inaugural YAT Leader of the Year award is now available at www.naifa.org/yat. The new award recognizes outstanding young advisors for leadership, business success and community involvement. If you know of a YAT who has shown leadership at the local, state or national level; is successful in his or her career; and is involved in his or her community, please nominate that person for this award. Also please encourage your members to consider nominating worthy candidates. An outline of the qualifications needed for this award can be found at www.naifa.org/benefits/yat/award.cfm. For any questions relating to the award, please email yatleader@naifa.org. For more information, contact Sarah Sears, Director – Membership Programs, (703) 770-8214. Don't Lose NAIFA in Your Spam Filter If you've had trouble getting email from NAIFA, go to the NAIFA Email Help Center at www.naifa.org/about/email.cfm for instructions on how to keep important email out of your spam folder. Does NAIFA have your current contact information? Contact the Member Service Center at (877) TO-NAIFA (866-2432) or membersupport@naifa.org to update your information. NAIFA informs our members of many tools and resources through email updates, and you may miss out on this information if NAIFA-National doesn't have a working email address from you or if NAIFA email gets lost in your spam filter. In addition, we want to be sure that all NAIFA members receive our e-newsletters, including GovTalk and NAIFA Connections, as well as GovAlerts that inform you of urgent legislation that could have an impact on your business and our industry.

The following applicant has been provisionally elected to membership by our Board of Directors. In accordance with the By-Laws, you have five (5) days from the receipt of this notice to register, in writing, with any officer, any objection you may have to final acceptance of any individual applicant: PROPOSED MEMBER COMPANY SPONSOR Jeffrey J. Lahew Wealth Resources Network M. Hill

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NAIFA-Syracuse 100% Agency Membership

In order for agencies to qualify for this NAIFA-Syracuse Award, all agents in the agency, contracted prior to September 1, 2009, must be PAID members of NAIFA prior to March 1, 2010. A special presentation and recognition of this award will be made at the May 20, 2010 breakfast meeting.

* * * 50/50 WINNERS – FEBRUARY

$ 35.00 – Russ Andrews $35.00 – Bill Zaika Northwestern Diversified Wealth Strategies

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Congratulations to Martin C. Connor of the Martin C. Connor Agency, who has been granted Emeritus membership status with NAIFA-Syracuse. Martin has been a NAIFA member for 25 years and we thank him for his many years of membership and support.

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DON’T FORGET TO REGISTER FOR OUR MARCH 12 SALES CONGRESS!!!

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VISIT OUR WEBSITE AT www.NAIFA-Syracuse.org

ADVERTISING POLICY NAIFA-Syracuse realizes that its members are fully aware of their individual contractual and moral obligations. We publish limited advertising in our newsletter from various companies and agencies to keep our entire membership informed. Our advertisers are fully aware that an agent’s own company agency is his/her primary source, and that serving his/her clients is the agent’s primary responsibility. Our advertising policy reflects this awareness.