Don't miss NAIFA partner ReminderMedia's webinar "How to Turn Clients into Raving Fans"! ReminderMedia President Luke Acree will outline the importance of focusing on relationships, not transactions.

In the webinar, Acree will help you:

• Discover why you need to be known, liked, and trusted before you can do business
• Find out how one psychological trigger will guarantee a desired response
• Learn why focusing on transactions rather than relationships will kill your business

The webinar will take place on March 24th at 1 pm eastern.

The economic, physical, and emotional disruption the pandemic has caused will have transformative and lasting effects on each of us individually, and our industry. Many people have realized the value of being financially secure when the unexpected happens, and others have felt the effects of not having a financial plan in place, experiencing a loss of income or even losing a loved one without life insurance. These events have served as a reminder to individuals of the importance of planning for the future. Whether filing a claim or using their cash value for a critical need, customers have found they could leverage insurance products to weather the storm.

Whether you're a long-term care veteran or interested in expanding your practice, this webinar is for you!

If you are a financial advisor trying to grow your practice, Dean Thurman, Senior Partner of InvestWise Financial and Co-Founder of White Glove, has a few growth hacks for you.

While many advisors were down in revenue during 2020, Dean’s office showed a 5% increase.  So far in 2021, Dean’s office is showing 53% revenue growth.

Dean attributes much of his success to these 7 growth hacks that his office has put into place over the last few years.

Technology might not seem like a likely tool a financial advisor can use to build client relationships. It almost goes without saying that older generations prefer human interaction versus digital services when it comes to their finances. And surveys have found that even tech-savvy millennials are more likely to get help with their finances from real-life advisors than from robo-advisors. 

So how can technology help financial advisors strengthen and add value to their relationships with clients—especially older clients—when it lacks the human touch? After all, a computer can’t hold your hand during a market downturn. 

But there is new technology that can enable advisors to build their businesses by giving them the ability to better assist aging clients and clients taking care of aging parents at the stage of their financial lives where they need the most help. That new technology is Carefull.

Join us on February 11, 2022, at 3 pm eastern for the special webinar "Home Equity and Roth Conversions."

The discussion will feature Harlan Accola, CRMP, National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, interviewing Jim Silbernagel, CFP, CEPS, LACP, LUTCF creator and host of Real Wealth^® Marketing, on how he has helped clients lower their tax burden using the equity in their homes. 

Are you leaving money on the table?

If you aren’t nurturing and engaging with your leads and clients, the answer is yes. According to Invesp, “Companies that excel at lead nurturing generate 50% more sales-ready leads at a 33% lower cost.”

Lead generation is only the first step in a well-rounded, efficient marketing plan. To maximize your lead generating efforts, you need to interact with those leads and connect with your clients. If you don’t keep in touch with them, they’re likely to forget about you, and that leaves the door wide open for your competition to creep in. 

It’s easy to lose focus on interest rates when you’re helping your client search for a reverse mortgage loan.

After all, the interest rate won’t affect the monthly payment because they won’t have to make one (though they will need to pay taxes and insurance and maintain the home).

Reverse loans don’t require monthly payments, as the full balance comes due when the last borrower dies or leaves the home.

But reverse mortgage interest rates are still a big deal and should factor into your clients' borrowing decisions. The interest rate will make a huge difference when the balance comes due and your client or their heirs must decide what to do with the home.

Your company’s workplace culture and brand are permanently linked. Business leaders often view it as a one-or-the-other undertaking, but that’s a mistake. If you want to build or refresh one, you should couple them both together.

Impossible, you say? Too much of a heavy administrative lift? Keep reading, you’re in for a surprise.

On December 6, 2021, NAIFA partner OneAmerica announced strategic leadership changes in its Individual Life and Financial Services (ILFS) line of business aimed at strengthening distribution, recruiting, and business development operations. By building upon its leadership core, the ILFS business is well-positioned to effectively execute on its distribution vision focused on accelerated growth and operational excellence.

New ILFS appointments include: 

• Chris Coudret, vice president, Career and Independent Brokerage 
• Kristin Dorm, vice president, Agency Growth and Development 
• David Junker, vice president, Business Development 

Jeff Levin, vice president, Care Solutions Distribution