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
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
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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.
Topics: Marketing NAIFA Live Grow Your Business Members Insurance NAIFA Partner
1 min read
Upcoming Webinar: Becoming an Introduction Machine
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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.
Topics: Marketing Prospecting Grow Your Business Webinar Business Performance Center Insurance
1 min read
The Top 3 Financial Products to Weather This Financial Storm
Join NAIFA's Business Performance Center for a webinar on Tuesday, November 29 at 1 pm eastern. Sit down for a discussion with Harlan Accola of Fairway Independent Mortgage Corporation, and Caleb Guilliams, Founder of BetterWealth, to learn about the three products your clients must have to survive this intense financial storm.
Topics: Financial Planning Grow Your Business Business Performance Center Insurance
3 min read
Watch APC Impact Week Sessions On Demand
If you missed this year’s Advanced Practice Center Impact Week, don’t worry! We have everything you need to know on-demand. Check out our 10, one-hour sessions with industry experts, including:
- Kathleen W. Bilderback on the effect of low-interest rates on acquisitions, third-party sales, management buy-outs, and family business succession
- Stacey McMahan on comprehensive succession and exit planning
- Scott McHenry and Andrew Rinn on the role of life insurance in a qualified retirement plan
- Diane Boyle on NAIFA advocacy and topics of interest to NAIFA members
- Howard Sharfman on ideas to grow your business at each stage of your career
- Robert B. Wellendorf on life insurance in the business marketplace
- Frank W. Seneco and R. Wesley Sierk on PPLIs and CICs
- Steven J. Beatty on why business owners need life insurance
- Daniel M. Zugell on trends and opportunities for the modern ESOP
- Joel Solomon on the importance of consistency in your practice
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