<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Join NAIFA
Umbrella-1

May Is Disability Insurance Awareness Month

3 min read

How to Engage the Emerging Gen Z Market

By Ken Leibow on 1/3/24 3:12 PM

With 39 years of expertise, ReMark excels in providing data intelligence, marketing, and technological solutions. SCOR is a prominent global reinsurance company, and ReMark is a division of SCOR's digital solutions sector. In the previous year, I discussed their Global Consumer Study (GCM) in NAIFA’s AdvisorToday. The latest edition, covering the 2023-2024 period, has been released, encompassing multiple lines of insurance business for Gen Z and Millennials.

Topics: Prospecting Insurance Producer Sales & Marketing
3 min read

Automating Health Insurance Sales, Back-Office, and Commission Accounting

By Ken Leibow on 8/1/23 4:25 PM

In the rapidly evolving health insurance sales landscape, efficient process management poses significant challenges for Field Marketing Organizations (FMOs) and Brokerage General Agencies (BGAs). Enrollment, quoting, customer management and engagement, and commissions are handled by disparate platforms that lack communication and may not be tailored to the industry's specific needs.

Topics: Health Care FinTech Insurance
4 min read

The Art of In-Force Policy Management: A Game-Changer for Life Insurance Advisors

By Ken Leibow on 7/5/23 10:00 AM

Two weeks ago, I had the privilege of spending time with Nick Bowman, CFP, MS, CEP, in New York City at the Insurtech Insights Conference. Previously associated with Lion Street as an Advanced Sales Professional, Nick now serves as the CEO of Motif Insurance, a company that is revolutionizing the future of in-force life insurance. Motif's primary objective is to empower advisors in managing their portfolios by harnessing the potential of data. Nick possesses exceptional expertise in in-force life insurance policies, making him not only a valuable contributor to this article but also the initiator of an important survey. The survey/questionnaire, consisting of just a couple of questions, can be accessed by clicking the link provided at the end of this article.

Topics: Life Insurance & Annuities Technology FinTech Insurance
1 min read

Are You Doing Enough to Protect Your Business?

By NAIFA on 5/18/23 2:15 PM

Errors & Omissions (E&O) insurance can be an essential part of every business' risk management plan. On Thursday, June 1 at 2 pm eastern, Ross Jordan, CPCU, of NAIFA partner CalSurance Associates will outline the current E&O landscape for financial professionals and give you loss prevention tips to help you protect your practice.

In this Business Performance Center webinar, explore recent E&O claim trends, learn what other agents are doing to protect their businesses, and what kind of coverages you should be reviewing for your practice's E&O insurance.

Topics: Financial Planning Grow Your Business Protect Your Business Business Performance Center Insurance NAIFA Partner
1 min read

Breathe New Life Into Your Bottom Line with Supplemental Health Products

By NAIFA on 5/17/23 10:24 AM

Accident, critical illness, and hospital indemnity products are often not top-of-mind but offer incredible value as stand-alone products, while also working well together when paired with health insurance.

At the next Advisor Today on Wednesday, May 31 at 12 pm eastern, find out how these products can provide a whole health solution for your clients and offer advantages to agents looking to grow their business.

Topics: Grow Your Business Webinar Limited & Extended Care Planning Center Insurance
1 min read

Improve Your Clients' Financial Health in 15 Minutes or Less

By NAIFA on 5/9/23 10:30 AM

At this Business Performance Center webinar, Alison Susko and Mike Hemmert of NAIFA partner Asset-Map will show you how in 15 minutes or less, you can gather and place the most critical information about your clients' financials into one, easy-to-use and easy-to-share picture.

Mark your calendars and register now for "Scaling Advice: How to Make the Financial Planning Process More Efficient," taking place on Thursday, May 18 at 12 pm eastern.

Topics: Financial Planning Grow Your Business Business Performance Center Insurance NAIFA Partner
1 min read

Is Your Business Equipped for Today's Digital Market?

By NAIFA on 4/25/23 2:08 PM

In the highly competitive insurance industry, brokers and agencies are constantly seeking new ways to drive growth. Agents must reach sales targets, and agencies must attract and retain high-performing talent. Fortunately, innovations in digital sales platforms are making these goals achievable.

John Boothman of NAIFA partner iLife Technologies will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and keep up in today's ever-changing market.

Topics: Sales Technology Tools Sales & Marketing Technology Grow Your Business Business Performance Center Insurance NAIFA Partner
2 min read

What SECURE 2.0 Means for Your Clients' Retirement and Estate Planning

By NAIFA on 4/20/23 11:00 AM

SECURE 2.0 is here, but what does that mean for your clients' retirement and estate planning? On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, what it means for your clients, and why now is the best time to prepare.

Topics: Retirement Planning Estate Planning Insurance SECURE 2.0 NAIFA Partner
1 min read

Upcoming Webinar: Making Your Data Work for You

By NAIFA on 4/13/23 11:52 AM

Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.

Gary Weber, Founder and CEO of AccuPoint Solutions, will share his expertise from over 35 years in the industry, where he has been both a user and supplier of data to help you increase productivity, and learn how to leverage data to maximize your results.

Topics: Prospecting Grow Your Business Business Performance Center CRM Insurance NAIFA Partner
2 min read

The Benefits of a Personalized, Automated Life Insurance Sales Process

By Ken Leibow on 4/6/23 10:00 AM

The life insurance industry has been slow to adopt digital solutions, but recently I was introduced to a new company working to change that. Plum Life, founded by former executives in the life insurance industry, was created after they recognized a shift towards digitization was coming quickly and created a 100% digital platform exclusively for agents.

Topics: Sales Life Insurance & Annuities Sales & Marketing Insurance Producer Sales & Marketing

Featured

June 4 2024 NAIFA-FSP Webinar
Differntiate_ad

 

THANK YOU TO
OUR ADVERTISERS

NAIFA Marketplace
NAIFA's Life Underwriter Training Council Fellow Program (LUTCF)