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Leaders Blog

3 min read

Earn Your Financial Security Advocate Badge at the June NAIFA Live

By NAIFA on 5/31/23 11:39 AM

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!

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Topics: Marketing NAIFA Live Grow Your Business Members Financial Security Membership Insurance NAIFA Partner
2 min read

Want Success in Abundance? Learn to Achieve It at NAIFA Live!

By NAIFA on 4/19/23 10:24 AM

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.

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Topics: Marketing NAIFA Live Grow Your Business Members Insurance NAIFA Partner
3 min read

Succeed in Business with Lessons from Today's Industry Phenoms

By NAIFA on 4/12/23 1:38 PM

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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Topics: Marketing NAIFA Live Grow Your Business Members Insurance NAIFA Partner
2 min read

Generate More Leads, More Clients, and More Sales at the Advisorist Summit

By NAIFA on 3/28/23 1:09 PM

Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.

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Topics: Lead Generation Marketing Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
2 min read

Learn How to Increase Trust, Connection, and Likeability at NAIFA Live

By NAIFA on 3/8/23 2:01 PM

Don't miss the next NAIFA Live on Thursday, March 16, at 2 pm eastern. Deirdre Van Nest, Founder of Crazy Good Talks, NAIFA Coaches Circle founding member, and loyal NAIFA member since 2022 will show you how to deepen your relationships with your current clients and quickly win new business from prospects.

Consumers today are not choosing advisors based primarily on credentials, experience, or rates of return; those are expected. Instead, they’re choosing advisors based on how an advisor makes them feel. At "Get to the YES! - How to Increase Trust, Connection, and Likeability in 3 Minutes or Less," Van Nest will share with NAIFA members a strategy to connect with clients to accelerate trust and buy-in.

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Topics: Marketing NAIFA Live Grow Your Business Members Insurance
3 min read

NAIFA and Advisorist Announce Partnership

By NAIFA on 3/8/23 11:52 AM

NAIFA is proud to announce that Advisorist has joined NAIFA in supporting the Talent Development Center to raise awareness of their respective brands and promote membership and participation in their respective organizations.

Led by CEO Jeremiah Desmarais, Advisorist is a group dedicated to helping insurance and financial advisors generate qualified leads and appointments to help their businesses grow. Under the partnership, Advisorist will feature six NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. NAIFA will promote the VAPH and Advisorist through social media and marketing efforts. 

Taking place every Wednesday at 12 pm eastern, the Virtual Advisor Power Hour is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes. Advisors can register for the VAPH on the Advisorist website.

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Topics: Marketing Talent Development Center Webinar Press Release NAIFA Partner
1 min read

Promote Your Book with the IE Bookshelf from InsurTech Express

By NAIFA on 3/1/23 4:50 PM

NAIFA marketing partner InsurTech Express recently launched their new IE Bookshelf to help promote and highlight books written by insurance and financial services professionals.

Current books by NAIFA members in the IE Bookshelf library include How Not to Tear Your Family Apart by NAIFA's Executive Director of the Centers of Excellence, Carroll Golden, The K-Method of Roulette by Ken Leibow, and Diversity Means Dollars by Vince Vitiello.

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Topics: Marketing Sales & Marketing Books NAIFA Partner Producer Sales & Marketing
1 min read

Upcoming Webinar: Becoming an Introduction Machine

By NAIFA on 1/17/23 11:45 AM

Join NAIFA's Business Performance Center for a webinar on Tuesday, January 24 at 1 pm eastern. Hear from NAIFA Coaches Circle leader Joe Templin to learn how you can reliably get your foot in the door and get your name out there.

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Topics: Marketing Prospecting Grow Your Business Webinar Business Performance Center Insurance

Learn How to Adopt eCommerce Practices to Grow Your Business

By NAIFA on 10/25/22 10:28 AM

New Business Performance Center partner, iLife Technologies, will host a webinar on Wednesday, October 26 at 12 pm eastern. Join John Boothman, Strategic Distribution and Partnerships at iLife, to learn how to adopt eCommerce best practices to help grow your life insurance business.

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Topics: Marketing Grow Your Business Webinar Business Performance Center
1 min read

2021 Key WINS for NAIFA Nation

By Suzanne Carawan on 1/12/22 9:15 PM

Looking for a nice new piece of collateral to show prospective members and event sponsors what NAIFA has accomplished in 2021? 

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Topics: Advocacy Marketing Leaders
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