NAIFA and Sales Activity Management, Inc. (SAM) have completed an educational and affinity partnership agreement, under which the popular SAM Planner can be obtained by NAIFA members at a preferred rate. Additionally, Sales Activity Management, Inc. will become a sponsor of NAIFA’s Talent Development Center of Excellence to collaborate on blog posts, webinars, and other tools focused on enhancing individual advisor/agent performance.

“NAIFA is excited to partner together and bring the SAM Planner to a new generation of financial services professionals and gift loyal SAM Planner subscribers with a preferred rate,” stated NAIFA Vice President of Marketing and Communications Suzanne Carawan. “Sales Activity Management has a perfect blend of paper and digital time management and business building tools that have a proven track record of success for over twenty-five years. The primary aim of our Centers of Excellence is to outfit members with the tools and resources they need to be top performers and adding the SAM Planner to our partner network was a needed product in our member benefits portfolio.”

Sales Activity Management has provided their business building tools to over 1.5 million financial services professionals (and other industries) to leverage a proven best practice for tracking and achieving results that has helped build careers for decades. In its partnership with NAIFA, SAM will bring NAIFA members more business tools and marketing resources, in addition to making the planning tools (and success) available to the next generation of financial advisors.

“We are excited and honored to partner with NAIFA,” stated Mickey Straub, CEO and Founder of Sales Activity Management, Inc. “I have been a loyal NAIFA member for 20 years+ and am proud to partner with the premier organization that defends and develops this noble profession and all who serve it.”