NDAIFA Strategic Planning -- 2000

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Mission Statement:
"The mission of NDAIFA is to provide leadership and support to the local associations in sustaining and improving the business environment, enhance the professional skills and promote the ethical conduct of agents and others engaged in insurance and other closely related financial services which foster financial independence for the public."

Eight Major Objectives:
1. Membership
2. Government
3. Public Relations
4. Education
5. Communication
6. Ethics
7. Community Service
8. Finance

I. Membership
Objective - To increase membership and develop involvement of members.

A. Growth

1. Retention
2. Recruitment
3. Former Members
4. Multiline
5. General Agents
6. Associates
7. Part-Time Agents

GOALS FOR GROWTH:
a. 700 members by the year 2005
b. 800 members by the year 2010
BY WHOM: State Membership Committee
BY WHEN: Year 2005
c. Establish a "lapsed member committee."
BY WHOM: State Membership Committee & State Executive
BY WHEN: ALC
d. Establish a state support team - multiline, CLU
BY WHOM: State Membership Committee
BY WHEN: ALC

B. Involvement
1. Leadership Development
2. NAIFA's Member Involvement Process
3. Programs
a. Motivation
b.Convention - State and National
c. Meetings
d. CE's
4. Networking
5. Camaraderie

GOALS FOR INVOLVEMENT:
a. Assign each member to a committee and publish in State Directory
BY WHOM: Local President
BY WHEN: June 30th each year

b. Mentorship program - establish a calling tree. Assign a new member to an established member
BY WHOM: Local Presidents & Local National Committeemen
BY WHEN: Prior to 1st meeting

c.Utilize past leaders to develop future leaders (Blue Chip Committee)
BY WHOM: Immediate Past Presidents
BY WHEN: Continuous


II.GOVERNMENT
Objective: Promote legislation, regulations, and communications that promote and protect interests of our members and the consumer.

A) Issues
1. McCarran Ferguson
2. Taxation of Life Insurance
3. National Health Care
4. Financial Services
5. Commission Control
6. Premium caps

B) Regulation
1. NAIC model
2. Company solvency
3. Rating Services
4. Licensing and CE requirements
5. Suitability cases
6. Consumer hotline
7. Agent reprimand

GOALS FOR GOVERNMENT:
a. Promote and protect interests of membership.
1. Lobbying
2. Legislative reception
3. Legislative forums
4. Interaction with insurance department
5. Initiating legislation
6. Encourage members to run for office
7. Bill tracking
8. Testifying
9. Establish grass roots network
10. Fundraising
11. Consumer education
12. Contact with legislators
BY WHOM: LUPAC, LUPIC, State and Federal Legislation, Freedom Builder Fund, AHIA
BY WHEN: Ongoing

b. Establish a grass roots legislative action network
BY WHOM: LUPIC State Chair
BY WHEN: Ongoing

c. Promote consumer education through the media by ads, letters to the editor, client mailings; through the public by attending community meetings and service clubs.
BY WHOM: State legislative chair with Education and Public Relations Chairs & National Committeemen.
BY WHEN: Ongoing

d. Maintain current legislative activity such as lobbying, legislative forums, fundraising, interaction with the insurance department.
BY WHOM: Government Affairs Committee
BY WHEN: Ongoing

e. Establish a telephone tree to be used during legislative sessions or when industry crisis calls for its use.
BY WHOM: State & Federal Legislative Chairs
BY WHEN: Updated Annually

III.PUBLIC RELATIONS
Objective: to project and improve a positive identifiable public image and awareness of the contributions of NDAIFA and its members.

GOALS FOR PUBLIC RELATIONS
a. State PR Chair to establish publicity calendar by ALC
BY WHOM: State PR Chair
BY WHEN: Ongoing

b. Communication to membership through Dakota Underwriter articles.
BY WHOM: State PR Chair
BY WHEN: Ongoing

c. Survey local chairs quarterly regarding local events one month prior to Dakota Underwriter deadline.
BY WHOM: State PR Chair
BY WHEN: Ongoing

d. Promote all activities locally sponsored by NDAIFA Associations through any available news media.
BY WHOM: State & Local PR Chairs
BY WHEN: Ongoing

e. Apply for and earn NAIFA Public Relations Award.
BY WHOM: State PR Chair
BY WHEN: June of each year

IV.EDUCATION
Objective - to enhance the skills, knowledge and performance of our members.

GOALS FOR EDUCATION:
a. Each Association provide 15 CE Credits
BY WHOM: 10 by local education and/or program committee and up to 5 by state.
BY WHEN: Each association year.

b. Promote LUTC and professional designations by:
1. devoting meeting time to LUTC
BY WHOM: Local Presidents
BY WHEN: September and January of each association year
2. Advertising to non-members
BY WHOM: Local LUTC Chairs
BY WHEN: 1-2 Months prior to start of courses

c. Apply for and earn Rose Award
BY WHOM: State Professional Development Chair
BY WHEN: June of each year.

d. Develop speakers bureau which local associations can draw upon for local programs
BY WHOM: State Education/Program/PR Chairs
BY WHEN: Updated July 1 of each year

V.COMMUNICATION
Objective - Improve two-way communication of activities and responsibilities between NDAIFA, the local associations and the general membership.

GOALS FOR COMMUNICATION:
a. Dakota Underwriter: All state committee chairs and local presidents must submit a brief written report for publication one month prior to publication date.
BY WHOM: State President and Executive Committee
BY WHEN: Quarterly

b. Fax numbers and e-mail addresses of membership included in the state directory. Each local president will be accountable for the information of association membership. This information shall be submitted by September 1, and updates should be furnished monthly.
BY WHOM: Local Presidents
BY WHEN: Ongoing

c. Develop a NDAIFA website with information of members, local association meetings and activities, and legislation.
BY WHOM: NDAIFA Executive Committee
BY WHEN: June 2002

VI.ETHICS
Objective - To promote and increase awareness of the NDAIFA Code of Ethics.

GOALS FOR ETHICS
a. To promote the LUTC Ethics Course at each local Association
BY WHOM: LUTC Chair
BY WHEN: Ongoing on an annual basis

b. To promote the Code of Ethics at one local meeting.
BY WHOM: Local Field Practices Chairman
BY WHEN: Ongoing on an annual basis

c. Publish the Code of Ethics in the Financial Fitness supplement.
BY WHOM: Local PR Chairmen
BY WHEN: Ongoing annually

d. Encourage General Agents to distribute, by letter, the Code of Ethics to all their agents.
BY WHOM: State Field Practices Chairman
BY WHEN: September 1 of each year

VII.COMMUNITY SERVICE
Objective - To promote involvement in and increase awareness of the NDAIFA Community Service projects - Special Olympics Bowling Tournament and Golf for Guardianship.

GOALS FOR COMMUNITY SERVICE
a. Increase public awareness of NDAIFA Community Service activities.
BY WHOM: State PR & Community Service Chairs
BY WHEN: Ongoing

b. Encourage implementation of Life?s Next Generation Program
BY WHOM: Community Service Chair
BY WHEN: September 1

VIII.FINANCE
Objective - to have a minimum two-year operating budget in reserve.

GOALS FOR FINANCE
a. Maintain short range cash reserve
1. Establish short range financial goals (1-3 years)
2. Establish long range financial goals (10 + years)
3. Maintain adequate finances for emergencies.
b. Balanced Budget
1. Prudent expenditures
2. Non-Dues Revenue
a. Advertisers
b. Sponsors
c.Fundraisers
3. Increased Membership
BY WHOM: Executive Committee and Association Executive
BY WHEN: Ongoing