Walter Bond, Hall of Fame speaker, former NBA ball player, and most importantly, proud NAIFA member has a message for all producers on how to use July as the halftime of your year. Have you got your second-half strategy mapped out? Do you know what you're going to do on offense and on defense for your business? One thing you can do is join Walter Bond in person September 19-21st at our National Leadership Conference in Arizona for an inspiring talk that will allow you to do more and be more in 2024.
It's Not How You Start, but How You Finish. What Will 2024 Say About You?
Topics: Grow Your Business Leadership Grow Your Brand
3 min read
Earn Your Financial Security Advocate Badge at the June NAIFA Live
The June NAIFA Live webinar gives NAIFA members an opportunity to become the best political advocates they can be.
NAIFA members normally earn their Financial Security Advocate badge by completing online modular advocacy training. June's NAIFA Live lets members be a part of something big and join the ranks of Financial Security Advocates in an interactive, group setting on Thursday, June 15, at 2 pm eastern. Earning your FSA badge shows your clients that you are dedicated to working with lawmakers to protect their financial security!
Topics: Marketing NAIFA Live Grow Your Business Members Financial Security Membership Insurance NAIFA Partner
1 min read
Are You Doing Enough to Protect Your Business?
Errors & Omissions (E&O) insurance can be an essential part of every business' risk management plan. On Thursday, June 1 at 2 pm eastern, Ross Jordan, CPCU, of NAIFA partner CalSurance Associates will outline the current E&O landscape for financial professionals and give you loss prevention tips to help you protect your practice.
In this Business Performance Center webinar, explore recent E&O claim trends, learn what other agents are doing to protect their businesses, and what kind of coverages you should be reviewing for your practice's E&O insurance.
Topics: Financial Planning Grow Your Business Protect Your Business Business Performance Center Insurance NAIFA Partner
1 min read
Breathe New Life Into Your Bottom Line with Supplemental Health Products
Accident, critical illness, and hospital indemnity products are often not top-of-mind but offer incredible value as stand-alone products, while also working well together when paired with health insurance.
At the next Advisor Today on Wednesday, May 31 at 12 pm eastern, find out how these products can provide a whole health solution for your clients and offer advantages to agents looking to grow their business.
Topics: Grow Your Business Webinar Advisor Today Limited & Extended Care Planning Center Insurance NAIFA Partner
1 min read
Improve Your Clients' Financial Health in 15 Minutes or Less
At this Business Performance Center webinar, Alison Susko and Mike Hemmert of NAIFA partner Asset-Map will show you how in 15 minutes or less, you can gather and place the most critical information about your clients' financials into one, easy-to-use and easy-to-share picture.
Mark your calendars and register now for "Scaling Advice: How to Make the Financial Planning Process More Efficient," taking place on Thursday, May 18 at 12 pm eastern.
Topics: Financial Planning Grow Your Business Business Performance Center Insurance NAIFA Partner
1 min read
Create Your Legacy of Success with the 2023 NAIFA Quality Award
Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023.
The NAIFA Quality Award recognizes the best of the best in our industry. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers. The NQA is open to all agents and advisors to apply, however, only active NAIFA members are eligible to be recognized.
Topics: Grow Your Business Talent Development Center Members Awards Leaders NLC
1 min read
Is Your Business Equipped for Today's Digital Market?
In the highly competitive insurance industry, brokers and agencies are constantly seeking new ways to drive growth. Agents must reach sales targets, and agencies must attract and retain high-performing talent. Fortunately, recent innovations in digital sales platforms are making these goals achievable.
John Boothman of NAIFA partner iLife Technologies will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and keep up in today's ever-changing market.
Topics: Sales Technology Tools Sales & Marketing Technology Grow Your Business Business Performance Center Insurance NAIFA Partner
2 min read
Want Success in Abundance? Learn to Achieve It at NAIFA Live!
Time is running out but it's not too late to register for Thursday's NAIFA Live, featuring a high-performing panel of advisors that you cannot see anywhere else. Howard Sharfman of NFP Solutions will moderate "Success in Abundance: Lessons from Today's Industry Phenoms," and introduce you to Eryka Morehead, Warren McGuire, and Robert Fenby.
Eryka, Warren, and Robert will share their lessons, business concepts, and the actionable solutions that helped them achieve success in the industry in such a short time. All NAIFA members should plan to attend NAIFA Live this Thursday, April 20 at 2 pm eastern and get the most out of this exclusive member benefit.
Topics: Marketing NAIFA Live Grow Your Business Members Insurance NAIFA Partner
1 min read
Upcoming Webinar: Making Your Data Work for You
Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.
Gary Weber, Founder and CEO of AccuPoint Solutions, will share his expertise from over 35 years in the industry, where he has been both a user and supplier of data to help you increase productivity, and learn how to leverage data to maximize your results.
Topics: Prospecting Grow Your Business Webinar Business Performance Center CRM Insurance NAIFA Partner
3 min read
Succeed in Business with Lessons from Today's Industry Phenoms
Members should mark their calendars and plan to attend the next NAIFA Live on Thursday, April 20 at 2 pm eastern, sponsored by Penn Mutual. At "Success in Abundance: Lessons from Today's Industry Phenoms," get introduced to three insurance and financial services professionals to learn their stories, how to implement their unique business concepts, and what were their keys to succeeding in the industry in such a short time.
Moderated by Howard Sharfman of NFP Insurance Solutions, and featuring an all-star panel of Bobby Fenby of Penn Mutual, Eryka Morehead, CAP, CLTC, LACP of Collaborative Planning Group, Inc., and Warren McGuire, ChFC® of NFP, this NAIFA Live is one you do not want to miss.
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