There are a plethora of marketing tactics and tools available for financial advisors and professionals. However, when you try to execute them all, things can get haphazard. Tiffany will be highlighting the four marketing strategies that should be part of every core marketing or business development plan.

Congratulations to Prudential Financial, a NAIFA Corporate Partner, on being named a 2021 Civic 50 honoree by Points of Light, the world’s largest organization dedicated to volunteer service, which mobilizes millions of people to take action that is changing the world. The Civic 50 honorees are "public and private companies with U.S. operations and revenues of at least $1 billion selected based on the investment, integration, institutionalization, and impact of their U.S. community engagement program."

NAIFA is pleased to announce that Primary Financial in Edison, NJ, has become a NAIFA 100% Agency. Under the membership program, Primary Financial has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Eyewitness News 9 from WSOC-TV, a station in Charlotte, NC, recently broadcast a special report, “Talking About Race and Money.” The Personal Finances segment of the broadcast (beginning at the 13:10 mark) features Delvin Joyce, CLU, ChFC, Managing Director with Prudential Financial and Chair of NAIFA’s Diversity, Equity, and Inclusion (DEI) Council (loyal member since 2010).

At this mid-year point, we are finally experiencing what we hoped in the fight of our country to reduce the incidents of COVID-19. We're seeing the lowest level of new cases and deaths in almost a year due to progress with vaccines. With this encouraging trend, what are some of the services we should focus upon to provide, following the directives of our NAIFA Code of Ethics?

Registration is open for NAIFA’s Performance + Purpose (P+P) conference, NAIFA’s signature professional development event, August 17-19. This year’s P+P will remain in an all-virtual format with the expectation of returning to an in-person conference in 2022 in Phoenix.

June is one of my favorite months of the year, and not just because summer weather is perfect for golfing. It’s also Annuity Awareness Month! Much of my work is dedicated to spreading the word about how annuities are a key part of an optimal retirement plan. I’ve been happy to see that annuities have been growing in popularity over the last few years. According to LIMRA, in 2020 alone, annuity sales totaled over $219 billion, with variable annuities being the most popular choice. I’m a fan of variable annuities myself, so I thought I’d take some time to look at some reasons why they’re such big sellers.

Selling Life Insurance using a digital platform on your website for consumer direct insurance tools is now the hottest trend! Now more than ever, consumers want to shop, compare, and apply for coverage online and on their terms. The goal is to make the experience of protecting loved ones with life insurance as simple and stress-free as possible. Here are some key reasons why digital life insurance sales has gained momentum: COVID requiring remote sales; 72 million Millennials (25–40-year olds) who would rather shop on their own; massive use of mobile devices averaging 3.8 hours per day; and social media usage 2.5 hours per day for adults in the USA.

Roger Clemens with NAIFA-Houston Leadership: (left-right): Kyle Lindner (2019 President),  Brian Monk (President-Elect). Roger Clemens, Betsy Assad (President), Rick Demko (2020 President).

The strategic partnership between NAIFA and Insperity kicked off on Thursday, June 17, when NAIFA-Houston members were invited to Constellation Field for batting practice with seven-time Cy Young award winner Roger Clemens.

During an informal reception and meet and greet, Roger "Rocket" Clemens welcomed attendees and shared his personal story of success before engaging in a casual Q&A.  Then everyone was invited down to the field to pick up a bat and Roger took the pitcher’s mound.  Several attendees took the opportunity to bring their gloves and play the outfield!

“Belonging” and “membership” are concepts that come naturally to the advisors at Primary Financial, a premier Penn Mutual agency in Edison, NJ, and the newest NAIFA 100% Agency. Collaboration and working together are ingrained in the firm’s culture and reflected by the value the agency places on mentorships and its support for NAIFA.

With approximately 40 insurance and financial professionals, Primary Financial is known for having many experienced advisors. As it brings on new advisors, it pairs them with the firm’s well-seasoned professionals.