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.
2 min read
Generate More Leads, More Clients, and More Sales at the Advisorist Summit
By NAIFA on 3/28/23 1:07 PM
Topics: Lead Generation Marketing Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
2 min read
Change the Conversation with Financial Longevity Wellness
By NAIFA on 3/13/23 10:12 AM
Want to differentiate yourself? Then change the conversation! A hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness.
Join the next Advisor Today webinar on Wednesday, March 23 at 12 pm eastern, as Carroll Golden, Executive Director of NAIFA's Centers of Excellence, demonstrates a three-step formula to show how to incorporate Financial Longevity Wellness in the products and services you provide, while staying focused on your client’s story.
Topics: Long-Term Care Webinar Limited & Extended Care Planning Center Insurance Insurance Webinar
1 min read
What Advisors Need to Know About Upcoming IUL Insurance Illustration Changes
By NAIFA on 3/10/23 3:10 PM
Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.
Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.
Topics: Life Insurance & Annuities Legislation & Regulations Webinar Insurance Insurance Webinar
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
Build a Sustainable and Profitable Business You Love
By NAIFA on 1/30/23 12:27 PM
Join Advisor Today for its next webinar on Wednesday, February 8 at 12 pm eastern. NAIFA Coaches Circle leader Joe Templin will teach today's advisors how to have balance and growth to build a sustainable and profitable business you love. Being part of I Love NAIFA Month in February, "Love Your Business" will help you plan to ensure the longevity of your career while avoiding burnout.
Topics: Grow Your Business Webinar Insurance Insurance Webinar
1 min read
Upcoming Webinar: An Alternative to Long-Term Care Coverage
By NAIFA on 1/25/23 11:51 AM
When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation. Limited long-term care insurance can be an option to help during your client's time of need.
Register now for this upcoming webinar discussing limited long-term care on Tuesday, February 7 at 2 pm eastern.
Topics: Long-Term Care Limited Care Webinar Limited & Extended Care Planning Center Insurance Insurance Webinar
1 min read
Buying or Selling an Agency – A Focus on Medicare
By NAIFA on 1/18/23 10:30 AM
Join Dan Mangus, VP of Growth and Development at Senior Marketing Specialists, for an Advisor Today webinar on Wednesday, January 25 at 12 pm eastern. In "Buying or Selling an Agency - A Focus on Medicare," Dan will guide you through the ins and outs of buying or selling an agency, and the top things you need to know when it comes to Medicare.
Topics: Medicare Webinar Insurance Insurance Webinar
1 min read
E4 Presents a Special BREW with 2021 4 Under 40 Winner Steve Walker
By NAIFA on 12/12/22 11:18 AM
This Wednesday, December 14 at 1 pm eastern, join NAIFA's first financial security champion, E4 Insurance Services, for their next Building Relationship Every Week (BREW) webinar.
This week's BREW will feature Steve Walker, CLTC, LUTCF, Vice President of Institutional Accounts at E4, loyal NAIFA member since 2009, and a NAIFA 4 Under 40 Award Winner in 2021.
Topics: Health Care Medicare Webinar Leaders Insurance Webinar
1 min read
NAIFA Trustee Aprilyn Chavez-Geissler Featured in Upcoming DEI Webinar
By NAIFA on 12/2/22 1:16 PM
On December 6, NAIFA-National Trustee and Gateway Insurance and Financial Services Vice President Aprilyn Chavez-Geissler will be a featured speaker for the webinar "Beyond Sentiment: The Business Benefits of DEI," presented by Financial Planning magazine.
The webinar will discuss how recent research can help you craft a strategy for diversity, equity, and inclusion (DEI) that is well-defined, driven by company leaders, and connected to business outcomes.
Topics: Diversity, Equity & Inclusion Webinar Leaders
1 min read
Explore Life Insurance Opportunities You May Have Missed
By NAIFA on 11/29/22 2:57 PM
While many advisors are well-equipped to help their clients evaluate their life insurance needs, some scenarios may call for outside-of-the-box solutions. Join NAIFA's Advisor Today on Thursday, December 8 at 2 pm eastern for the webinar, "4 Life Insurance Opportunities You May Have Missed," brought to you by Modern Life.