<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Join NAIFA
NAIFA at the Capitol

 

NAIFA Members Provide Financial Security

An industry pulse survey of insurance and financial services professionals released today by NAIFA, LIMRA, the Insured Retirement Institute and Oliver Wyman found that the COVID-19 outbreak has made it challenging for agents and advisors to connect with new clients. More than three-quarters said that either all or a higher proportion of their insurance, annuities and investment sales have been to existing clients. Only 17% said new clients have accounted for a higher proportion of sales, while 5% said new clients accounted for all of their sales.

Financial professionals said they are receiving meaningful assistance from financial institutions and professional associations like NAIFA. Among the types of support they found most valuable are: reduced compliance requirements; a switch from paper to digital fulfillment; video conferencing training; articles and tip sheets on COVID-19 business practices; and webinars and other online programming on practice management, insurance and investments concepts, and client service.

The survey results bolster NAIFA’s strategy of providing a robust slate of online programming during the COVID-19 outbreak, including virtual Town Halls, an industry CEO Panel, Big Ideas webinars, and NAIFA Nation Impact Week – a three-day online event that focused on diversity, advocacy, and leadership training.

TOPIC LIST :

Featured

AT Podcast Ad
LECP Blog Ad

 

Differntiate_ad

 

THANK YOU TO
OUR ADVERTISERS

300x250 Marketplace Banner Ad
NAIFA-FSP-LH with tagline - AT blog email ad (300 x 250 px)
2024 Congressional Conference (728 x 89 px)