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Financial Planning Month-October

October is Financial Planning Month

NAIFA and White Glove have completed a marketing partnership agreement. The two organizations will work together to bring modern marketing practices to financial services professionals while raising awareness of the critical advocacy work that NAIFA undertakes at the state, interstate, and federal levels.  White Glove is a founding partner of NAIFA’s Business Performance Center that provides thought leadership to agents and advisors on practice management.

 “NAIFA is excited to partner with White Glove to allow our members access to another great resource that they can utilize to expand their business,” stated Suzanne Carawan, VP, Marketing & Communications. White Glove’s service offerings will allow NAIFA members to more effectively prospect whether holding in-person or virtual events. “We are aligned in making it as easy as possible for financial services professionals to educate consumers on topics that affect their financial security.”

In addition to offering preferential pricing to NAIFA members, White Glove will provide information and materials valuable to insurance and financial professionals via webinars and blog posts to NAIFA’s Business Performance Center and participate in NAIFA’s Business Performance Center’s Advisory Council.

 “We are proud to partner with NAIFA to raise awareness and encourage advisors to join,” stated Brad Swineheart, SVP of Channel Marketing and Business Development at White Glove. “NAIFA’s role in the financial services industry is critical and we are proud to help let our clients know what NAIFA does for them and for consumers.” To kick off the partnership, NAIFA hosted a special series of talks focused on lead generation for agents and advisors. The webinars can be accessed in the Business Performance Center archives at bpc.naifa.org/archives.

 ABOUT NAIFA: The National Association of Insurance and Financial Advisors is the preeminent membership association for the multigenerational community of financial professionals in the United States. NAIFA members subscribe to a strong Code of Ethics and represent a full spectrum of financial services practice specialties. They work with families and businesses to help Americans improve financial literacy and achieve financial security. NAIFA provides producers a national community for advocacy, education, and networking along with awards, publications, and leadership opportunities to allow NAIFA members to differentiate themselves in the marketplace. NAIFA has 53 state and territorial chapters and 35 large metropolitan local chapters. NAIFA members in every congressional district advocate on behalf of producers and consumers at the state, interstate, and federal levels.

ABOUT WHITE GLOVE: White Glove is a tech-enabled marketing services company that, through its proprietary done-for-you platform, makes it easy for professional advisors such as financial, insurance, estate planning and more to succeed with client-getting strategies, such as educational seminars, webinars, direct leads and appointments, social media management and other digital media. Backed by Quadruple Guaranteed seminars and webinars, advisors pay only for performance. Not only are White Glove marketing services done-for-advisors, but we get better results! Advisors can grow their business without spending extra time booking venues, setting up webinars, generating leads and appointments, following up with workshop registrants or keeping social media channels updated with great content. White Glove’s tech-enabled done-for-you programs are meant to be an extension or replacement for advisor marketing departments – doing the hard work and aligning on performance and results. Clients benefit from countless freed-up hours that they can spend on other important things – like their own clients, their family, and activities they enjoy – all without sacrificing results. For more information, visit whiteglove.com.

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