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June Is National Annuity Awareness Month

1 min read

Learn to Open More Doors & Close More Sales from Steve Saladino

By NAIFA on 5/24/23 3:15 PM

Steven Saladino, RICP®, LACP, LUTCF® will join Advisorist's Virtual Advisor Power Hour this coming Wednesday, May 31 at 12 pm eastern. At this Power Hour, Steve will share why he joined NAIFA and how his involvement and engagement with the community have helped take his practice to an all-time high.

This will be a Power Hour you do not want to miss as it marks the closing chapter of a series that featured NAIFA-National President Bryon Holz and members Ken Leibow, Danny O'Connell, John D. Richardson, RICP® LACP®, and Kathleen Owings.

Topics: Sales Talent Development Center Members Webinar NAIFA Partner Producer Sales & Marketing
1 min read

Kathleen Owings Shares How to Put Your Money to Work

By NAIFA on 5/19/23 9:30 AM

Kathleen Owings makes her appearance on the Advisorist Virtual Advisor Power Hour this coming Wednesday, May 24 at 12 pm eastern. Kathleen will discuss critical lessons from her book, Put Your Money to Work: A Woman’s Guide to Financial Confidence, in order to help more women with their finances with advice that was never taught in school.

Kathleen will also share the story of her non-traditional route into the financial services industry and how it has helped during times of high market volatility or challenging life events that her clients have experienced.

Topics: Financial Planning Talent Development Center Members Webinar NAIFA Partner Producer Sales & Marketing
1 min read

Create Your Legacy of Success with the 2023 NAIFA Quality Award

By NAIFA on 5/3/23 11:42 AM

Recognizing the best in the insurance and financial services industry, the NAIFA Quality Award is now accepting applications through August 31, 2023.

The NAIFA Quality Award recognizes the best of the best in our industry. It celebrates outstanding advisors and agents who provide quality care, adhere to ethical standards, and is not solely based on annual production numbers. The NQA is open to all agents and advisors to apply, however, only active NAIFA members are eligible to be recognized.

Topics: Grow Your Business Talent Development Center Members Awards Leaders NLC
1 min read

Advisorist Power Hour Welcomes NAIFA Member John D. Richardson

By NAIFA on 4/24/23 2:53 PM

See John D. Richardson, RICP® LACP®, loyal member since 2003, in action on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this Wednesday, April 26 at 12 pm eastern.

John will discuss why more advisors should be comfortable with being uncomfortable, and how this shift in attitude and mindset can lead to greater success in their professional careers.

Topics: Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
1 min read

NAIFA President Bryon Holz Takes Over the Virtual Advisor Power Hour

By NAIFA on 4/3/23 1:29 PM

Tune in to see your NAIFA President, Bryon Holz, CLU, ChFC, LUTCF, LACP, on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this coming Wednesday, April 5 at 12 pm eastern.

Taking place every Wednesday, the VAPH is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes.

Topics: Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
2 min read

Generate More Leads, More Clients, and More Sales at the Advisorist Summit

By NAIFA on 3/28/23 1:07 PM

Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.

Topics: Lead Generation Marketing Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
3 min read

NAIFA and Advisorist Announce Partnership

By NAIFA on 3/7/23 4:55 PM

NAIFA is proud to announce that Advisorist has joined NAIFA in supporting the Talent Development Center to raise awareness of their respective brands and promote membership and participation in their respective organizations.

Led by CEO Jeremiah Desmarais, Advisorist is a group dedicated to helping insurance and financial advisors generate qualified leads and appointments to help their businesses grow. Under the partnership, Advisorist will feature six NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. NAIFA will promote the VAPH and Advisorist through social media and marketing efforts. 

Taking place every Wednesday at 12 pm eastern, the Virtual Advisor Power Hour is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes. Advisors can register for the VAPH on the Advisorist website.

Topics: Marketing Talent Development Center Webinar Press Release NAIFA Partner
1 min read

NAIFA Members Earn the LACP Designation

By NAIFA on 8/11/22 1:00 PM

Congratulations to the NAIFA members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window.

Topics: LACP Talent Development Center Life Annuity Certified Professional (LACP) Program
3 min read

LACP Is One More Way to Differentiate

By John Boyle on 6/10/22 10:45 AM

The purpose of NAIFA is to advocate for, educate, and differentiate its members in the industry. NAIFA Arizona member Thomas Shultz understands the need for an advisor to differentiate themselves in the marketplace. From the way he prospects for clients, the name he has given his practice, and the credentials he has pursued, Shultz takes every opportunity to stand out in the industry.

Shultz has set up his firm as Medicare specialists who help clients with Medicare supplement plans, a prescription drug plan, or a Medicare Advantage plan and then, as appropriate, transition them to a broader financial planning client. All his clients come through Medicare marketing. He says his experience shows, “If you do a good job servicing that book of business, you’re able to get to a lot of assets.”

Topics: LACP Talent Development Center Life Annuity Certified Professional (LACP) Program
3 min read

Obstacles Can Become Opportunities and a New LACP Certification

By Mark Briscoe on 5/31/22 12:36 PM

Obstacles can open a whole new world of opportunities for growth and success. Han Suk Kim, a New York Life financial professional and agent, took every obstacle thrown his way with grace and resiliency, cultivating a successful career and giving back to the community in Fort Lee, NJ. 

Han Suk Kim, CLTC, LACP, Chairman’s Council 2021; The Chairman’s Council is an annual New York Life recognition program based on agent production from July 1-June 30. Kim has achieved membership with The Million Dollar Round Table (MDRT) since his first year with New York Life and has been a NAIFA member since 2008. The Million Dollar Round Table, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. Kim is an established agent and financial professional who has been with New York Life for over 16 years in Fort Lee, NJ, with an impressive record of accomplishments. 

Topics: LACP Talent Development Center Membership Life Annuity Certified Professional (LACP) Program

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