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2 min read

How’s Your Balance? Navigating Work and Life in the New Normal

By NAIFA on Jun 17, 2020 8:53:28 AM

View the Webinar On-Demand Now.

Why Is Work-Life Balance Important?

Topics: Time Management Young Advisors Team (YAT) Talent Development Center COVID-19
1 min read

Mike Harris Receives Praise from Rep. Brady

By Kris Dickson on May 14, 2020 11:39:51 PM


NAIFA-IL member Mike Harris from Carbondale, Illinois, hears enough negative news these days, so when the Ways and Means Committee made a Facebook post about the Paycheck Protection Program, he was quick with a positive response.  It's what's allowed him to keep paying the help at his local Country Financial agency, so they in turn can try and help their community.  "For six weeks, we've been dealing with clients.  People are afraid.  They don't know what to do financially.  They're afraid this is going to go on a long time," Harris said.  His staff spend their days on the phone, calling on all clients, for no other reason than to see how they're doing or if they need help.
 
Harris, a past NAIFA Illinois president, sees the pandemic ushering in a drastic change for the way agents do business.  He predicts that 25 to 50% of his appointments two years from now will be electronic, a big change from traditional face-to-face meetings.  From a NAIFA/industry standpoint, he thinks the virtual delivery platform might attract younger agents.  "Might help us get some young people back in the business," he offered.
 
Rep. Kevin Brady, Republican leader of the Ways and Means Committee, highlighted Mike's story in a Coronavirus briefing. Great work, Mike! We are #NAIFAproud of you and the work you're doing during this time.
Topics: COVID-19 Member Spotlight
2 min read

The Only Message Clients Want in a Crisis

By Ayo Mseka on May 10, 2020 4:29:57 PM

COVID-19 has changed the marketing and sales world and some companies are finally listening: It’s no longer about what customers can do for us by buying our stuff. Now, it’s all about what we can do for them. As demanding as it is to craft meaningful messages in troubling times, customers respond to those that make a difference in their lives.

Topics: COVID-19
2 min read

What We Are Learning from COVID-19

By Bryce Sanders on May 8, 2020 5:30:59 PM

So far, 2020 has not turned out to be what we imagined it would be back on New Year’s Eve.  Between then and now, COVID-19 reared its ugly head and turned our world upside down. When the pandemic is behind us and restrictions are eased, we should reflect on what the Coronavirus has taught us and how to apply those lessons to our financial practices.

Topics: COVID-19
1 min read

Avoiding the Tax Freight Train in Retirement Planning

By NAIFA on May 8, 2020 4:10:59 PM

David McKnight, a retirement planning expert and best-selling author of The Power of Zero and other books, told May 4 NAIFA Town Hall attendees about the tax “freight train” heading our way and how the COVID-19 crisis affects the tax implications of retirement planning.

Topics: Retirement Planning taxes COVID-19
1 min read

Join Us for the NAIFA CEO Panel

By NAIFA on May 7, 2020 4:40:18 PM

NAIFA’s Online CEO Panel
Tuesday, May 12 at 1 PM EDT
Free to all financial professionals

NAIFA is bringing together CEOs from the insurance and financial services industry’s top associations to discuss our collaborative efforts during the COVlD-19 crisis to address financial security on Main Street USA. NAIFA CEO Kevin Mayeux will moderate a panel consisting of:

Topics: industry news NAIFA CEO COVID-19
2 min read

NAIFA Town Hall: Scott Brennan is the Chief Attitude Officer

By NAIFA on May 1, 2020 2:13:38 PM

Scott Brennan is a life insurance industry legend. He is a MassMutual agent, former president of the Million Dollar Round Table, 2016 recipient of the John Newton Russell Memorial Award, and a NAIFA member since 1978. He refers to himself, however, as the “Chief Attitude Officer” and delivered an inspirational and motivational message to his industry colleagues during NAIFA’s April 30 online Town Hall meeting.

Topics: Life Insurance COVID-19

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AT Asks!

How has your practice changed since COVID-19?
Using more video conferences with clients
Relying more on social media to attract and retain clients
Turning client events into webinars
Investigating new technologies to help manage my practice
 
 
 
 
 
 

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