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Financial Planning Month-October

October is Financial Planning Month

Rasha


Recent posts by Rasha

Ensuring Success for Your Fixed-Annuity Sales in 2018

By Rasha on 11/2/16 10:01 AM

The concepts described in this article will not only help boost your fixed-annuity sales next year, they can also help strengthen your client relationships.

Meet NAIFA's New President

By Rasha on 11/2/16 10:00 AM

Keith Gillies, MBA, CFP, CLU, ChFC, has the leadership skills it takes to move NAIFA forward, thanks to the life lessons he has learned on his journey toward success.

Help Clients Prepare for the "Known Unknowns" of Retirement Planning

By Rasha on 11/2/16 9:59 AM

Discuss the known factors they will need to be prepared for, and the uncertainties that lie ahead.

1 min read

The Nuts and Bolts of Estate Planning

By Rasha on 9/11/12 7:08 PM

Ike Trotter, financial advisor, spoke to NAIFA audience members about the importance and misconceptions of estate planning.

Topics: Sales Grow Your Business consumers finance
1 min read

Use LIFE to Build Your Practice

By Rasha on 9/11/12 6:45 PM

In a panel discussion on Tuesday, Sept. 11, three advisors described how they use LIFE’s education and marketing materials to use in their practice and emphasize the importance of Life Insurance Awareness Month (LIAM).

Topics: Sales Grow Your Business Life Insurance Awareness Month
1 min read

Prospecting: Be Nice, Think Big, Stop the Excuses

By Rasha on 9/10/12 10:05 PM

Robert Krumroy, CLU, ChFC, held an educational session on Monday, Sept. 10, to teach NAIFA members new methods on prospecting and gathering possible clients.

Topics: Sales Grow Your Business
1 min read

Keep Life Insurance Awareness Month Going All Year

By Rasha on 9/10/12 9:25 PM

The LIFE Foundation created Life Insurance Awareness Month (LIAM) for the month of September to highlight the importance of life insurance.

Topics: Sales Grow Your Business Life Insurance Awareness Month
1 min read

Big Presentation: Gather Prospective Clients with Ease

By Rasha on 9/10/12 5:27 PM

Robert E. Krumroy, a NAIFA member for 39 years, spoke during NAIFA’s Big Ideas Presentation on Monday, Sept. 10, about the importance and hardships of prospecting.

Topics: Sales Grow Your Business
2 min read

Big Presentation: Big Ideas in Sales, Prospecting and Marketing

By Rasha on 9/10/12 4:43 PM

During NAIFA’s general session on Monday, Sept. 10, Anthony Morris spoke during NAIFA’s Big Ideas presentation.

Topics: Sales Grow Your Business
1 min read

How to Succeed, No Matter What

By Rasha on 9/9/12 9:12 PM

Marvin LeBlanc, author of the Amazon bestseller "Come Hell or High Water: Life Lessons from Hurricane Katrina: Facing Life’s Greatest Challenges, No Matter What," inspired NAIFA conference-goers Sunday afternoon, Sept. 9, to succeed at life’s challenges and always be significant.

Topics: Grow Your Business social media

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