Board Calendar
 
   
 

The Board's goal is to tailor the Association to meet the needs of the individual as much as possible. Please help us reach this goal by updating your preferences using the form below. Thanks for helping us build a better association!

Your Name:
Your Email:


In general, how do you prefer to be contacted?   Prefer   Neutral   Not Preferred 
     Mail
     Email
     Fax
     Phone


How do you want to read the Advisor (our local newsletter)?   Prefer   Neutral   Not Preferred 
     Mail (If you check not preferred, we will not mail you the advisor.)
     Email
     NAIFA-Stockton website


For our montly meetings and special events?   Prefer   Neutral   Not Preferred 
     Mail
     Email
     Fax
     Phone
     Website


How often do you want to...   Monthly   Bi-monthly   Quarterly   Semi-Annually 
    Go to meetings?
    Receive mail/phonecalls/emal/faxes?


When do you prefer to go to events & meetings?
 Morning   Lunch   Afternoon   Evening 
    Time of Day?
   Monday   Tuesday   Wednesday   Thursday   Friday 
    Day of Week?


What Fields of Business do you...

Property & Casualty    Currently do  
business in		   Want to attend  
meetings about		   Want to do  
less in
     Workers Comp
     Liability Insurance
     Vehicle Insurance
     Homeowner Insurance
     Bonds


Financial Planning/Investments    Currently do  
business in		   Want to attend  
meetings about		   Want to do  
less in
     Estate Planning
     Retirement Planning
     Asset Allocations
     Stocks & Bonds & Options
     Mutual Funds
     VUL
     Variable Annuities


Individual Insurance Products    Currently do  
business in		   Want to attend  
meetings about		   Want to do  
less in
     Whole Life
     Universal Life
     Individual Health
     Annuities
     Disability
     LTC


Group Insurance    Currently do  
business in		   Want to attend  
meetings about		   Want to do  
less in
     Group Health
     Group Dental
     Group Life
     Group LTC
     LTD & STD
     Vision
     Section 125/105 Plans
     Buy Sell Agreements
     Retirement Plans-401K, SEP, Simple, etc


Person you know who should be contacted about membership:

Name:
Address:
Phone:
Email:



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