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2 min read

Change the Conversation with Financial Longevity Wellness

By NAIFA on 3/13/23 10:12 AM

Want to differentiate yourself? Then change the conversation! hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness. 

Join the next Advisor Today webinar on Wednesday, March 23 at 12 pm eastern, as Carroll Golden, Executive Director of NAIFA's Centers of Excellence, demonstrates a three-step formula to show how to incorporate Financial Longevity Wellness in the products and services you provide, while staying focused on your client’s story.  

Topics: Long-Term Care Webinar Limited & Extended Care Planning Center Insurance Insurance Webinar
1 min read

What Advisors Need to Know About Upcoming IUL Insurance Illustration Changes

By NAIFA on 3/10/23 3:10 PM

Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.

Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

Topics: Life Insurance & Annuities Legislation & Regulations Webinar Insurance Insurance Webinar
3 min read

Why Insurance Carriers Should Leverage Data & Tech to Enhance the Consumer Experience

By Ken Leibow on 3/2/23 10:00 AM

Insurance and financial advisors need to be aware that carriers are investing in wellness apps and reward programs to help engage policyholders. This can be leveraged as an added value when an advisor is quoting a carrier’s life insurance product. One of the most challenging issues in insurance is the transient nature of carriers’ relationships with policyholders. Traditionally, coverage is bought out of necessity and then forgotten about unless – or until – a payout is required.

Topics: Running Your Practice FinTech Insurance
1 min read

Build a Sustainable and Profitable Business You Love

By NAIFA on 1/30/23 12:27 PM

Join Advisor Today for its next webinar on Wednesday, February 8 at 12 pm eastern. NAIFA Coaches Circle leader Joe Templin will teach today's advisors how to have balance and growth to build a sustainable and profitable business you love. Being part of I Love NAIFA Month in February, "Love Your Business" will help you plan to ensure the longevity of your career while avoiding burnout.

Topics: Grow Your Business Webinar Insurance Insurance Webinar
1 min read

Upcoming Webinar: An Alternative to Long-Term Care Coverage

By NAIFA on 1/25/23 11:51 AM

When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation. Limited long-term care insurance can be an option to help during your client's time of need.

Register now for this upcoming webinar discussing limited long-term care on Tuesday, February 7 at 2 pm eastern.

Topics: Long-Term Care Limited Care Webinar Limited & Extended Care Planning Center Insurance Insurance Webinar
1 min read

Buying or Selling an Agency – A Focus on Medicare

By NAIFA on 1/18/23 10:30 AM

Join Dan Mangus, VP of Growth and Development at Senior Marketing Specialists, for an Advisor Today webinar on Wednesday, January 25 at 12 pm eastern. In "Buying or Selling an Agency - A Focus on Medicare," Dan will guide you through the ins and outs of buying or selling an agency, and the top things you need to know when it comes to Medicare.

Topics: Medicare Webinar Insurance Insurance Webinar
2 min read

Digital Marketing & AI Technology to Drive Life Insurance & Annuity Sales in 2023

By Ken Leibow on 1/4/23 10:00 AM

Digital Marketing had the biggest growth for generating insurance sales since 2021. In a recent global study conducted by Accenture, most insurance buyers now search for information on digital channels. 48% of insurance customers who responded to an Accenture survey stated that social media would factor into their insurance-buying decision. Introducing agents and training to effectively utilize email, social media, web-based advertising, text messages, and personalized videos which helps maximize their value delivery.

Data Analytics and Artificial Intelligence (AI) is the technology driving the industry to new insurance sales as it does with other industries in e-commerce. Winning agencies will become more data-driven and introduce agents to tools that utilize data analytics and AI to grow their businesses. Whether finding patterns based on past data to predict future events or leveraging AI to make assumptions and predictions beyond human capabilities, successful agents and agencies will take advantage of these new technology tools.

Topics: Annuities Life Insurance & Annuities Marketing Sales & Marketing Social Media Marketing FinTech Insurance
1 min read

Explore Life Insurance Opportunities You May Have Missed

By NAIFA on 11/29/22 2:57 PM

While many advisors are well-equipped to help their clients evaluate their life insurance needs, some scenarios may call for outside-of-the-box solutions. Join NAIFA's Advisor Today on Thursday, December 8 at 2 pm eastern for the webinar, "4 Life Insurance Opportunities You May Have Missed," brought to you by Modern Life.

Topics: Life Insurance & Annuities Webinar Insurance Insurance Webinar
1 min read

Learn About Indexed Whole Life in the Next Advisor Today Webinar

By NAIFA on 11/22/22 1:28 PM

On November 29, Ohio National Vice President of Product Marketing Karl Kreunen will present "Skate Where the Puck is Heading: Indexed Whole Life as Your Product of Choice."

In the webinar, Kreunen will showcase Ohio National’s new Prestige 10 Pay Indexed Whole Life policy and discuss why it makes sense today and in the future. He will also give a demonstration of relevant sales applications for a multi-pay indexed whole life policy.

Topics: Life Insurance & Annuities Webinar Insurance Insurance Webinar
1 min read

E4 Presents a Special BREW Featuring NAIFA Past President Juli McNeely

By NAIFA on 8/23/22 10:00 AM

On August 31, join NAIFA-Past President Juli McNeely, LUTCF, CFP, CLU for “Risk Matters,” a Building Relationships Every Week (BREW) webinar from E4 Insurance 

In this session, McNeely will share insights on how to help your clients evaluate risk and the importance of consistently analyzing risk. A loyal NAIFA member since 1996, McNeely is Past President of NAIFA-WI, a graduate of NAIFA’s Leadership in Life Institute (LILI), and a Financial Security Advocate.

Topics: Life Insurance & Annuities Life Insurance Awareness Month Webinar Leaders Potential Partners for Advisors Insurance Insurance Webinar

Featured

NAIFA's 2023 Congressional Conference
2023 DEI Symposium - no CTA (300 × 300 px) (1)

 

Million Dollar Round Table (MDRT)

 

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