On-Demand Benefits Series
Month #1: January 2019: A New NAIFA is Born
Jonathan Sper, CAE, Director of Membership & Suzanne Carawan, AVP, Marketing & Membership
Welcome to NAIFA! This orientation provides an overview of all the benefits, how and what you can access content now & where to go if you need more.
New Member Orientation:
Month #2: ClientCast & Power Session Live
Guest Speaker: Jade Paczelt, Real Wealth Marketing
Arguably one of our most popular benefits, ClientCast & PowerSession Live are available to help advisors stay top of their game through hearing from industry legends. Register to watch on-demand as Jade goes through all of the benefits offered through your NAIFA membership.
New Member Focus:
ClientCast Deeper Dive:
Month #3: Advocacy 101
Maggie Buneo, NAIFA Government Relations
One of the cornerstones to your NAIFA membership is advocacy, but for many, this is a new area and can be intimidating. Join Maggie Buneo as she takes you through the basics of NAIFA's Government Relations team, how you can get involved at your local and state level and introduction to IFAPAC.
Advocacy 101:
Advanced Advocacy Training:
Month #4: Dan Finley's Solution Sessions
Dan Finley, President, Advisor Solutions
One of NAIFA's most beneficial member benefit, the Solution Session. If you are having a problem in your business, Dan Finley is there to help you find a solution. Dan offers one-on-one coaching sessions to NAIFA advisors in need of a professional boost.
Month #5: Papers, Publications, & Research
Sheila Owens, Vice President of Communications (NAIFA)
Getting your name out there can be tough. NAIFA can help.
Month #6: IFAPAC
Stephanie Sheridan (Political Director) and Shannon Burke (PAC Manager)
Learn how NAIFA's IFAPAC helps our advocacy and the industry.
Month #7: Professional Development
John Boyle, CAE, VP of Professional Development
The Educate of our Advocate, Educate and Differentiate. John Boyle discusses the programs/products that our Professional Development team delivers.
Month #8: Designations and Certifications
John Boyle, CAE, VP of Professional Development
LUTCF & LACP are recognized marks of distinction for insurance agents and advisors. John Boyle explains how the designations help insurance agents and advisors obtain more business and distinguish them from the competition.
Month #9: You, NAIFA, and the Media
Suzanne Carawan, VP of Marketing and Communications
Membership in NAIFA affords media access. Boost your personal brand and that of your firm by presenting yourself in top form in print, social media and on camera. Benefit from the NAIFA National Communications team that will provide a session to help you take advantage of today's media to differentiate yourself and reach new audiences.
Month #10: LILI
Brendan Bernat, Director of Professional Development
Members credit the Leadership in Life Institute (LILI) as "life changing" when it comes to improving their business performance. This month you will hear from LiLi grads who will explain the program and help to expand your network.
Month #11: Volunteer Opportunity Tour
Stacy Regennitter, Account Manager for Member and Chapter Services
Members say that taking on a leadership role at NAIFA helps set them apart from other advisors, but how do you get there? This month will focus on how you can map a path to NAIFA leadership. The sky's the limit with NAIFA as you build your plan for personal growth.
