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.
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
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: Business Performance Center Limited & Extended Care Planning Center 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 & Annuities Retirement Limited & Extended Care Planning Center Potential Partners for Advisors
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
8 min read
Exempt vs. Non-Exempt: A Guide to White Collar Workers
By Insperity on 9/6/21 1:00 PM
How confident are you in your employee classifications and the process you use to categorize them? Do you really understand the differences between exempt vs. non-exempt classifications when it comes to your white-collar employees?
Topics: Group & Employee Benefits Protect Your Business Business Performance Center Potential Partners for Advisors
3 min read
The Importance of Long-Term Care Planning From an ER Doctor’s Perspective
By NAIFA on 9/3/21 11:00 AM
As an emergency medicine physician for 20 years, including the past 12 years working in a large, level 1 trauma center, Dr. Monica Williams has seen innumerable patients and families facing long-term care challenges. As the Medical Director for Advance Care Planning and End of Life Education for the third-largest community-owned hospital system in the United States, she has spent a portion of her career talking to doctors about how they can have effective advanced medical planning and end-of-life conversations with patients and families.
Topics: Long-Term Care Financial Planning Planning in Advance Webinar Potential Partners for Advisors
1 min read
OneAmerica's Eighth Annual Week of Caring
By OneAmerica on 9/2/21 8:30 AM
Honoring its deep commitment to the communities it serves, our partner, OneAmerica®,, kicked off its eighth annual Week of Caring on August 30th. Associates will provide more than 1,800 hours of support to help nonprofits across the country address vital needs.
Topics: #NAIFAProud Industry News Potential Partners for Advisors
3 min read
Peer-To-Peer Lending Keeps Savings from Gathering Dust
By EveryIncome on 8/31/21 2:00 PM
Peer-to-peer lending (P2P for short), one of the newest and fastest-growing investment strategies, is a byproduct of the digital age.
Topics: Investing Loan Savings Potential Partners for Advisors
5 min read
9 Tips for Communicating Decisions You Don’t Agree With
By Insperity on 8/26/21 3:45 PM
A change in business hours, layoffs, a reduction in benefits, a department reorganization, an elimination of bonuses, elimination of casual Fridays: Change in business is as relentless as it is inevitable.