Looking to grow your practice in 2021 but unsure of what methods are working? Join White Glove, May 20, 12:00 pm eastern to hear proven tactics that have lead advisors to continue to grow in a hybrid environment.
White Glove will showcase what is working today as well as explain how their services can provide you with new introductions with no upfront costs and a completely done-for-you approach to introductions, nurturing, and conversions.
NAIFA is partnering with White Glove to help raise awareness in the consumer market as to the value of working with a NAIFA advisor. White Glove and NAIFA will partner together to bring more consumers to our webinars and Find an Advisor search tool.
AARP chose NAIFA as one of only three distribution partners to provide, for free, the award-winning interactive training platform, BankSafe, that empowers financial advisors to protect investors and save your firm money.
Previously created for employees of banks and credit unions, AARP has adapted the program to agents & advisors understanding that we're often the first line of protection to spot financial exploitation and adhere to the highest code of ethics.
Once you have completed the free 60-minute training, you can apply to receive a seal of verification. Stop financial exploitation in seniors and further differentiate yourself by earning this verification.
The NAIFA Quality Award provides advisors at any career stage the opportunity to demonstrate a commitment to excellence. This includes:
Professionalism through education and earned designations
Production measured by performance metrics customized for each practice specialty
Adherence to the NAIFA code of ethics, and
Service to your industry association
Advisors specializing in Life & Annuities, Financial Advising & Investments, Health & Employee Benefits, Multiline Sales, or any combination of these specialties have the opportunity to demonstrate the quality that is the mark of a true professional.
Connect With Clients: Now more than ever, you need to show up for your clients as their trusted advisor, albeit virtually. LifeHappens offers you a Virtual Success Tool Kit with virtual resources when working with clients. Get The Kit
It's Disability Insurance Awareness Month! Follow LifeHappens and use their materials, or sign up for the Pro platform using your NAIFA 20% discount to celebrate #DIAM21.
2021 Congressional Conference May 24-25: This event is crucial to our grassroots advocacy strategy and brings insurance and financial professionals together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. Nearly 900 advisors are already registered! Join us for the program, to meet your Senators, and attend a night of trivia brought to us by IFAPAC. Register
Q2 State of NAIFA: On Demand
President Tom Michel, CEO Kevin Mayeux, and SVP Government Relations Diane Boyle provide updates on the latest issues concerning NAIFA and the industry. Learn about new products, what you need to know about SECURE 2.0, the PRO Act and more. Register
NAIFA 2901 Telestar Court Falls Church VA 22042 USA
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