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Advisor Today’s 5 Most Popular Posts from 2023

By NAIFA on 12/27/23 1:50 PM

As we wrap up 2023 its the perfect time to revisit the top posts from Advisor Today in 2023 that captured the attention and engaged our readers the most. The Advisor Today Blog brings you the tools, ideas and techniques you need to build and enhance your financial practice. It is the go-to place for insurance and financial advisors who are looking for the latest news and trends that are shaping the insurance and financial-advising industry. Lets begin the countdown with #5.

5. Digital Marketing & AI Technology to Drive Life Insurance & Annuity Sales in 2023
This post explores the transformative impact of digital marketing and AI technology on the life insurance and annuity sectors. It delves into how these innovative strategies are reshaping the way professionals approach sales and client engagement, offering a glimpse into the future of the industry.

4. How Did Caleb Guilliams Become the Youngest Person to Run a Life Insurance Unit in History at a Bank?
Unpacking the remarkable journey of Caleb Guilliams, this article shares the inspiring story of how he became the youngest individual ever to lead a life insurance unit within a banking institution. It offers insights into his strategies, challenges, and the innovative thinking that propelled him to success at such a young age.

3. NAIFA Mourns the Passing of Past President Terry Headley
In a solemn tribute, this post honors the legacy of Terry Headley, a past President of NAIFA, whose contributions and leadership profoundly influenced the financial advisory community. It reflects on his life, achievements, and the lasting impact he left on the industry.

2. Meet Loyal NAIFA Member Peg Fraser
Highlighting the dedication and contributions of Peg Fraser, this feature provides an intimate look into the career and life of a steadfast NAIFA member. It celebrates her commitment to excellence, service, and the continuous pursuit of professional growth.

1. NAIFA, Life Happens, and the Society of Financial Service Professionals Unite Together to Advance Financial Security for America
Topping the list is the landmark integration between NAIFA, Life Happens, and the Society of Financial Service Professionals. This significant post discusses the united efforts to enhance financial security across America, marking a significant milestone in the pursuit of a more financially educated and secure nation.

As we turn the page to a new year, continue to join us at Advisor Today for more compelling content, expert insights, and the latest trends shaping the financial services industry. Don't miss out on the wealth of knowledge and inspiration that 2024 will bring!

 

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