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Financial Planning Month-October

October is Financial Planning Month

3 min read

In-Person or Virtual?  Questions for the Older Client

By Elie Harriett on 9/17/21 7:45 AM

When do we meet? When I was first starting, that question was music to my ears. It means the prospect was comfortable enough with me that we could sit down in person and I could potentially close the sale. But time marched on and technology changed, meaning it was no longer necessary to make a sale in front of everyone I spoke with. And as the generations changed, the desire, no, the need to meet clients to make the sale eye to eye has diminished.

Topics: Technology Tools Practice Management
3 min read

Crucial Tips to Secure Your Data

By Ken Leibow on 8/30/21 4:40 PM

There are countless horror stories where people have had their identity stolen and their bank accounts wiped out. 80% of victims will continue to use the Internet despite the risks because that’s the world we live in today. I want to focus on giving you tips to protect your privacy and help you function every day securely for both personal and business.

Topics: Technology Tools Technology Advisor Today
1 min read

Empower Consumers through Financial Literacy

By EveryIncome on 7/28/21 5:50 PM

EveryIncome is front-office marketing, prospecting, and education tool designed to help advisors promote themselves and their practices while encouraging the use of financial products through financial literacy, wellness, and education.

Topics: Technology Tools Potential Partners for Advisors
1 min read

Meet Gerry: NAIFA Welcomes 'Gerry' as a New LECP Sponsor

By NAIFA on 11/6/20 1:34 PM

Meet Gerry, the new way to find your future care facility. Using aggregated data from every senior living facility in the country, Gerry matches clients with an assisted living community to ease them through their decision. We are excited to announce Gerry as a new sponsor of the Limited & Extended Care Planning Center (LECP) within NAIFA.

Topics: Technology Tools Press Release
1 min read

Register for NAIFA's P+P to Follow the Technology Track for Financial Professionals

By NAIFA on 9/28/20 4:02 PM

NAIFA’s Performance + Purpose virtual conference, Oct. 6-8, will offer a Technology learning track with breakout workshops on ways insurance and financial professionals and their practices can leverage technology to improve their marketing and client communications. In addition to Technology, P+P learning tracks will cover Practice Management, Sales & Prospecting and Advance Practices.

Topics: Technology Tools Technology Performance + Purpose Conference
4 min read

Your Plan for Your Clients' Estates, or the Government's?

By Jeremy Dopp on 8/31/20 12:57 PM

We can “if” ourselves to the point of ad nauseam given the events associated with the pandemic. No one can know for sure where this is going, nor what the outcomes are going to be.

Life is different in more ways than we may realize. Thinking that this will pass and we will return to the way things were, is not going to happen. We are witness to a change event that is and will continue to reshape our future. It’s chaotic and confusing and smart people are going to be taking advantage of what is inevitable.  

Success doesn’t just happen, it happens justly. The market is going to continue to produce people with money and a need to plan. New wealth is taking shape daily across America and overnight success stories are going to be born. Where there’s change, there’s an opportunity provided you are keen enough to identify and recognize it.

Topics: Technology Tools estate planning
1 min read

Proformex and NAIFA Partner to Protect Consumers of Life Insurance

By NAIFA on 8/18/20 8:17 AM

Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of inforce life insurance and annuities, today announced its newly-established partnership with industry giant, NAIFA (National Association of Insurance and Financial Advisors).

Topics: Technology Tools Press Release

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