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

Behind the Screen: Dawn Wolfgram Previews Her NAIFA Live Presentation

By NAIFA on Aug 5, 2020 4:59:41 PM

Dawn Wolfgram, CLF, is regional managing director at Principal Financial and the national president of Women in Insurance & Financial Services (WIFS), a key industry partner of NAIFA. She will also be the featured presenter at the August NAIFA Live event.

Topics: NAIFA Live Practice Management
1 min read

Industry Groups Come Together to Survey the Pulse of Agents and Advisors

By NAIFA on Jul 8, 2020 9:23:58 AM

An industry pulse survey of insurance and financial services professionals released today by NAIFA, LIMRA, the Insured Retirement Institute and Oliver Wyman found that the COVID-19 outbreak has made it challenging for agents and advisors to connect with new clients. More than three-quarters said that either all or a higher proportion of their insurance, annuities and investment sales have been to existing clients. Only 17% said new clients have accounted for a higher proportion of sales, while 5% said new clients accounted for all of their sales.

Topics: Practice Management COVID-19

THANK YOU TO
OUR ADVERTISERS

NAIFA-INN Survey

 

AT Asks!

Tell Us

SUBSCRIBE FOR UPDATES