NAIFA-Membership
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1
. Have you attended a NAIFA-Rochester Event in the past year?
Have you attended a NAIFA-Rochester Event in the past year?
Yes
No
If No, Why Not?
2
. What is the greatest value to you of being a member of NAIFA?
What is the greatest value to you of being a member of NAIFA?
3
. Would you attend a meeting that had a "Town Hall Meeting" format (one where you can learn about the work your association does and have an opportunity to ask questions of, and make suggestions to your leadership?)
Would you attend a meeting that had a "Town Hall Meeting" format (one where you can learn about the work your association does and have an opportunity to ask questions of, and make suggestions to your leadership?)
Yes
No
4
. What topic(s) would draw you to attend a meeting? (rank preference)
1st
2nd
3rd
4th
5th
6th
7th
Motivational Speaker
*
What topic(s) would draw you to attend a meeting? (rank preference) Motivational Speaker 1st
Motivational Speaker 2nd
Motivational Speaker 3rd
Motivational Speaker 4th
Motivational Speaker 5th
Motivational Speaker 6th
Motivational Speaker 7th
Product Specialist
Product Specialist 1st
Product Specialist 2nd
Product Specialist 3rd
Product Specialist 4th
Product Specialist 5th
Product Specialist 6th
Product Specialist 7th
Practice Management
Practice Management 1st
Practice Management 2nd
Practice Management 3rd
Practice Management 4th
Practice Management 5th
Practice Management 6th
Practice Management 7th
Marketing
Marketing 1st
Marketing 2nd
Marketing 3rd
Marketing 4th
Marketing 5th
Marketing 6th
Marketing 7th
CE Credits
CE Credits 1st
CE Credits 2nd
CE Credits 3rd
CE Credits 4th
CE Credits 5th
CE Credits 6th
CE Credits 7th
Legislative Updates
Legislative Updates 1st
Legislative Updates 2nd
Legislative Updates 3rd
Legislative Updates 4th
Legislative Updates 5th
Legislative Updates 6th
Legislative Updates 7th
Networking
Networking 1st
Networking 2nd
Networking 3rd
Networking 4th
Networking 5th
Networking 6th
Networking 7th
Other
Other 1st
Other 2nd
Other 3rd
Other 4th
Other 5th
Other 6th
Other 7th
Other (please specify)
5
. How many of the following events should NAIFA-Rochester hold each year?
0-2
2-4
4-6
6 or more
Networking
*
How many of the following events should NAIFA-Rochester hold each year? Networking 0-2
Networking 2-4
Networking 4-6
Networking 6 or more
Speaker/Educational
Speaker/Educational 0-2
Speaker/Educational 2-4
Speaker/Educational 4-6
Speaker/Educational 6 or more
6
. Are you willing/able to contribute time to the development of NAIFA-Rochester and our events?
Are you willing/able to contribute time to the development of NAIFA-Rochester and our events?
Yes
No
If Yes, in what capacity?
7
. Which of these legislative issues that NAIFA is working on have a direct impact on your profession?
Which of these legislative issues that NAIFA is working on have a direct impact on your profession?
Producer Compensation Disclosure
Health Care Reform
Commissions Paid on Variable Annuity Contract
Proposed New Oversight Board for “Financial Planners”
8
. What is your preferred method of receiving information on our events and association news? Pick One
What is your preferred method of receiving information on our events and association news? Pick One
Hard Copy via Mail
Electronic Copy via E-mail
Mixture of Both Hard and Electronic Copy
Phone Invitation
9
. Would you participate in NAIFA-Rochester's Mentor/Trainee program?
Would you participate in NAIFA-Rochester's Mentor/Trainee program?
Yes
No
If Yes, in what capacity
10
. How long have you been licensed?
How long have you been licensed?
0-5 years
5-10 years
10 - 15 years
more than 15 years
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