NAILBA Perspectives - Spring 2018 - 26

index of advertisers
Broker World 4
www.brokerworldmag.com

NAILBA Charitable Foundation 17
www.nailbacharitablefoundation.org

NAILBA Membership Benefits 15
www.nailba.org

Protective Life 27
www.protective.com

Life Happens IFC
www.lifehappens.org

NAILBA 37 6
www.nailba.org/nailba37

Mutual of Omaha 3
www.mutualofomaha.com

Prudential BC
www.prudential.com

events calendar
Listed below are industry events that may be of use or interest to members of the brokerage community.

may
2018

june
2018

22-23 | N
AIFA
Congressional
Conference
Washington, DC
www.naifa.org

24-27 | M
DRT Annual
Meeting
Los Angeles, CA
www.mdrt.org

brokerage in motion

september
2018

october
2018

november
october
2018
2018

18-21 | N
AIFA

14-16 | L
IDMA

Oct
14-16
31- | L
IDMA
Annual37
Nov 2 | N
AILBA

Performance
+ Purpose
San Antonio, TX
www.naifa.org

Meeting
Orlando,
FL
www.nailba.org/
New Orleans,
nailba37
LA
www.lidma.org

(If you have personnel changes to contribute to the next issue of brokerage in motion, please send press
releases or notices to the Perspectives editor, Susan Klemmer, at sklemmer@nailba.org.)

Partners Advantage and AMZ merge to form Partners Advantage Insurance Services
Insurance Marketing Organizations AMZ Financial Insurance Services and
Partners Advantage Insurance Services announced their definitive merger
to further enhance and extend their insurance distribution network. The
new company will be called Partners Advantage Insurance Services. The
merger was effective March 1, 2018, with the companies planning to fully
integrate by September 30, 2018.
The CEO of Partners Advantage, Scott Tietz said, "With the merger, we
believe we have created a robust IMO that can provide assistance to any
agent, agency owner, or IMO regardless of the insurance products they sell."
"This merger is a critical piece in our long-term growth strategy," said
Allie Miller, Partners Advantage President. "This is a very exciting time for
us, and we believe that merging allows us to elevate the overall insurance
industry with innovative financial products, technology, marketing strategies, practice management, and sales support, while still holding meaningful relationships with our valued distribution partners."
Contact Allie Miller at allie@amzwebcenter.com and Scott Tietz at
stietz@partnersadvantage.com.
Ana Carreras joins NAILBA Staff
I'm Ana Carreras, your new Manager of Finance and Administration. My job at NAILBA consists of running the office,
processing payments received, creating and following up
on invoices, and making sure our vendors are paid. I work
with Susan Klemmer on various projects and I will be in
26 perspectives SPRING 2018

Annual
Meeting
New Orleans, LA
www.lidma.org

charge of registration for the Annual Meeting. I have a background in financial management and operations. Most recently, I worked for a start up firm
handling investment portfolios for millennials and other online customers.
I have also worked in property management and the medical field. Jack of
all trades. I'm a mother to two children and a grew up as a military brat.
I'm available at acarreras@nailba.org if you have any questions about your
membership, sponsorship, exhibit, or advertising status.
Joangel Concepcion joins NAILBA Staff
I'm Joangel Concepcion and I wear quite a number of hats
here at NAILBA! I am the Executive Assistant to the CEO
as well as the new Media Specialist. My main goal is to
keep you informed and connected. Since I joined the team,
I have helped create our new "Brokerage in Motion" podcast, enhanced our social media presence with creative content, shot and
edited NAILBA video messages and assisted in executing email campaigns.
Before joining NAILBA, I was an agent for New York Life and spent some time
working for city government. I also informed millions of people throughout
the United States for NBC and FOX affiliates as a general assignment reporter.
During my career, I reported on a range of important, national news-including the arrival of the Ebola virus in the U.S., gun control, the Sandy Hook
massacre, immigration and spillover violence along the U.S. border.
Although my career was very exciting, I am even more excited to see what's
in store for NAILBA! I look forward to helping our team launch our new website this summer and I also look forward to meeting everyone at #NAILBA37!
Please feel free to contact me at jconcepcion@nailba.org

http://www.brokerworldmag.com http://www.nailbacharitablefoundation.org http://www.nailba.org http://www.protective.com http://www.lifehappens.org http://www.nailba.org/nailba37 http://www.mutualofomaha.com http://www.prudential.com http://www.naifa.org http://www.lidma.org http://www.nailba.org/nailba37 http://www.mdrt.org http://www.naifa.org

Table of Contents for the Digital Edition of NAILBA Perspectives - Spring 2018