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Financial Planning Month-October

October is Financial Planning Month

2 min read

NAIFA Welcomes New Member: Nicholas MacDonald

By Ronan Painton on 10/4/21 12:25 PM

Nicholas MacDonald got into the financial services industry by an uncommon route. After completing his bachelor’s degree in philosophy and political science, he found a financial research firm looking for philosophy majors. He applied and became the office's Asia specialist. Soon, his interest in China led to an international move.

Topics: Financial Planning Member Profile
2 min read

NAIFA and FSP Announce 2021 Advanced Practice Impact Week, October 19th - 21st

By NAIFA on 10/1/21 1:35 PM

NAIFA and the Society of FSP are bringing together thought leaders for three days of high-impact presentations by financial planning thought leaders for the first Advanced Practice Impact Week October 19th - 21st.  Experts will provide valuable takeaways focused on succession planning, life insurance strategies for business owners, employee stock ownership plans, and more.

Topics: Professional Development Advanced Planning Press Release
2 min read

What You Can Do to Break The Ice With Prospects Who Are Numb to Offers?

By EveryIncome on 9/30/21 10:45 AM

Your prospects are just like you, they keep getting the same pitches to buy this and join that! That has made them numb to requests. Today you must provide immediate value if you want to be heard. That is where offering them on-demand education and premium money aggregation tool gives you the upper edge and goodwill. From there you can build trust and engagement.

Topics: Sales & Marketing Prospecting Potential Partners for Advisors
3 min read

$9.2 Trillion in Senior Home Equity is the Largest Asset Pool You’ve Never Heard Of

By Fairway Independent Mortgage Corp. on 9/29/21 12:30 PM

American seniors are sitting on a massive mountain of cash.

Low-interest rates, rising home prices, and vanishing inventory have contributed to all-time-high home equity, yet most of it sits untouched and forgotten.

Topics: Aging in Place Business Performance Center Limited & Extended Care Planning Center Assets Potential Partners for Advisors
3 min read

NAIFA has Partnered with White Glove to Provide Marketing Solutions for Members

By NAIFA on 9/28/21 3:15 PM

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.

Topics: Press Release Business Performance Center Potential Partners for Advisors
4 min read

Retirement Regrets – Does Retirement Live Up to Expectations?

By Coventry on 9/28/21 10:15 AM

Ah, retirement. The reward at the end of years in the labor force, of saving and investing and planning for financially sound, restful, and even adventure-filled golden years. Millions of Americans enter retirement annually, but increased reliance on Social Security income and Covid-19’s impact on employment, access to social supports, and mental and physical health have altered the retirement experience for retirees across the U.S. With retiree numbers significantly increasing in the last year and predictions of more to come at an accelerated rate, we wanted to know if retirement still lives up to expectations. Are retirees experiencing the retirement they expected, or do they have regrets? 

Topics: Life Insurance Retirement Life Settlement Limited & Extended Care Planning Center Potential Partners for Advisors
1 min read

Flagship Financial Is a NAIFA 100% Agency

By NAIFA on 9/17/21 4:38 PM

NAIFA is pleased to announce that Flagship Financial, with offices in Sanatoga and Trappe, PA, has become a NAIFA 100% Agency. Under the membership program, Flagship Financial has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.

Topics: Press Release Membership
3 min read

In-Person or Virtual?  Questions for the Older Client

By Elie Harriett on 9/17/21 7:45 AM

When do we meet? When I was first starting, that question was music to my ears. It means the prospect was comfortable enough with me that we could sit down in person and I could potentially close the sale. But time marched on and technology changed, meaning it was no longer necessary to make a sale in front of everyone I spoke with. And as the generations changed, the desire, no, the need to meet clients to make the sale eye to eye has diminished.

Topics: Technology Tools Practice Management
2 min read

NAIFA and the LACP Provide Validation Among Peers & Clients

By John Boyle on 9/13/21 4:21 PM

Steve Bergee, LACP is a managing partner with E4 Insurance Services in Fargo, ND and a loyal member since 2009. Shortly after joining the industry 15 years ago, Bergee joined NAIFA at the encouragement of a friend and colleague. He has been an active member ever since. His participation in NAIFA provides both validation from his peers and an opportunity to benefit from the relationships he has with his fellow NAIFA members. “This is an organization of the best-of-the-best within the industry,” says Bergee. “To be able to include yourself in that group and to be able to tap their ideas and converse with them I think is really the value in the organization.”

Topics: LACP
1 min read

Special Webinar Series: Hit Hyper-Growth in a Hybrid Environment

By Beth Helberg on 9/8/21 3:30 PM

NAIFA has teamed up with White Glove to present the webinar series: Hyper-Growth in a Hybrid Environment, September 13- 17th.  Each day will focus on a strategy to support advisors in prospecting and marketing. 

Topics: Sales & Marketing webinar Business Performance Center Potential Partners for Advisors

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