named programs · 3 · from sources
what they call their work
Builder Fund
Financial initiative to support NAIFA-AZ's legislative advocacy and maintain influence with state policymakers
Day on the Hill
Annual event where members meet with state legislators to discuss insurance industry issues and advocate for agent interests
Legislative Advocacy
Ongoing lobbying efforts through retained state lobbyist to influence insurance-related legislation and regulations
activities · 3 groups
what they do
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Legislative Monitoring & Reporting 8 activities
- Advocacy for Insurance ProfessionalsNAIFA Arizona advocates for a positive legislative and regulatory environment for insurance professionals, monitoring and influencing insurance industry-related bills in the Arizona legislative session. This includes participating in "Day on the Hill" events and engaging directly with legislators.
- Advocacy for Insurance ProfessionalsNAIFA Arizona advocates for a positive legislative and regulatory environment for insurance professionals, monitoring and influencing insurance industry-related bills in the Arizona legislative session, and engaging with legislators through events like "Day on the Hill."
- Advocacy for Insurance ProfessionalsNAIFA Arizona advocates for a positive legislative and regulatory environment for insurance professionals, monitoring and influencing insurance industry-related bills in the Arizona legislative session, and engaging with legislators through events like "Day on the Hill."
- Legislative Activity MonitoringNAIFA Arizona participates in surveys to monitor legislative activities related to the insurance industry in each state.
- Legislative Activity MonitoringNAIFA Arizona participates in surveys to monitor legislative activities related to the insurance industry in each state.
- Legislative Monitoring and ResearchThe organization monitors legislative activities related to the insurance industry in Arizona and participates in surveys to track state-level legislative developments.
- Promoting Ethical ConductNAIFA Arizona promotes ethical conduct among licensed insurance agents.
- Promoting Ethical ConductNAIFA Arizona promotes ethical conduct among licensed insurance agents.
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Community Resource Directory Development 3 activities
- Information Provision to IndividualsNAIFA Arizona provides information upon request to individuals who contact the organization.
- Information Provision to the PublicNAIFA Arizona provides information upon request to individuals who contact the organization.
- Information Provision to the PublicNAIFA Arizona provides information upon request to individuals who contact the organization.
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Uncategorized 3 activities
- Professional Development and EducationThe organization provides programs and resources to enhance the business and professional skills of its members, including online continuing education through the NAIFA Arizona Virtual University (VU) and a podcast series focused on sales topics.
- Professional Development and EducationThe organization provides programs and resources to enhance the business and professional skills of its members, including online continuing education through the NAIFA Arizona Virtual University (VU) and a free podcast series focused on sales topics.
- Professional Development and EducationThe organization provides programs and resources to enhance the business and professional skills of its members, including online continuing education through the NAIFA Arizona Virtual University (VU) and a podcast series on sales topics.
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financials · form 990EZ · fy2022
revenue
Total revenue$89K
Contributions & grants——
Program service revenue$3K4%
Investment income$2180%
Other revenue$17K
expenses
Total expenses$101K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$61K
Grants paid out—
balance sheet
Total assets$37K
Cash—
Investments—
Liabilities—
Net assets$36K
2 years on record · 2021–2022 · YoY revenue -27.9%
leadership · form 990 part vii · fy2022
who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| PATRICIA A CHESEBROUGH | EXECUTIVE VICE PRESIDENT | 40 | $57K |
board members · 4
- BEKKI HARPER — DIRECTOR
- CONNIE MCADAMS — DIRECTOR
- DIANA BRETTRAGER — DIRECTOR
- KAYLA HAAS — DIRECTOR
relationships · 60
who they work with
- AALU Partner — Link to The Association for Advanced Life Underwriting provided as an industry resource
- ACLI Partner — Link to The American Council of Life Insurance provided as an industry resource
- AZIS Partner — Email communications are managed through AZIS, indicating an operational partnership.
- Advisor Today Partner — Hosts content and provides a platform link for NAIFA-AZ's free podcast series.
- Allstate – Julie Jakubek Partner — Advertiser in NAIFA-Arizona's 2023 Directory and website.
- American Council of Life Insurers Partner — Challenged the DOL Fiduciary rule alongside NAIFA and other industry groups.
- Ann Kirkpatrick Government — Met with Congresswoman Ann Kirkpatrick.
- Arizona Department of Insurance Government — Link to Arizona Department of Insurance provided as an industry resource
- Best Glass Partner — Advertiser in NAIFA-Arizona's 2023 Directory and website.
- Black Gould & Associates Partner — Advertiser in NAIFA-Arizona's 2023 Directory and website.
- Brokerage Professionals, Inc. Partner — Advertiser in NAIFA-Arizona's 2023 Directory and website.
- CFP Partner — Link to Certified Financial Planner Board of Standards provided as an industry resource
- College for Financial Planning Partner — References the College for Financial Planning for LUTCF & FSS classes.
- Daniel Romm Partner — Lobbyist for NAIFA-Arizona, providing legislative session reports and representing interests in the legislature.
- Desert Lily Academy Partner — Advertiser in NAIFA-Arizona's 2023 Directory and website.
- Farm Bureau Financial Services Partner — Advertiser in NAIFA-Arizona's 2023 Directory and website.
- Financia Services Center Partner — Link to Financia Services Center provided as an industry resource
- GAMA International Partner — Link to The General Agents and Managers Association provided as an industry resource
- General Agents and Managers International (GAMA) Partner — Dedicated to the advancement of agency management through programs and services.
- Global Action Partner — Advertiser in NAIFA-Arizona's 2023 Directory and website.
- IFAPAC Partner — Link to IFAPAC with information on how to contribute online provided as an industry resource
- Insurance Ratings Partner — Link to Insurance Ratings provided as an industry resource
- Jeff Flake Government — Met with Senator Jeff Flake.
- Kyrsten Sinema Government — Met with Congresswoman Kyrsten Sinema.
- L.I.F.E. Partner — Link to Life & Health Insurance Foundation for Education provided as an industry resource
- LIMRA Partner — Link to Life Insurance Marketing Research Association provided as an industry resource
- LOMA Partner — Link to The Life Office Management Association provided as an industry resource
- LUTC Partner — Link to Life Underwriters Training Council provided as an industry resource
- Life Insurance Foundation Partner — Conducts public relations campaigns to enhance the image of insurance agents.
- MDRT Partner — Link to The Million Dollar Round Table provided as an industry resource
+ 30 more