NAIFA, NAILBA Partner to Strengthen Member Initiatives
NAIFA and NAILBA (National Association of Independent Life Brokerage Agencies) are joining forces to strengthen collaboration in membership development and advocacy. As part of this new partnership, NAIFA will represent NAILBA on mutual policy issues in state capitals, before state insurance and financial regulators, and at the federal level. The groups also will collaborate on professional development and educational offerings. Learn more.
Thursday, April 25th, 2019 @ 4pm eastern
Advisor Solutions: Unclogging the Pipeline
Speaker: Advisor Solutions Coach Dan Finley
How do you take a complete stranger and turn them into a loyal client? The best way to build a client base is to have a proven process, a step-by-step guide to help you move a prospect down the “Stranger to Client Path". Using Advisor Solutions Nine Step Client Acquisition Process you will watch prospects go into and flow through your pipeline and become active and engaged clients.
Seats are limited!
Coming Soon: Copytalk's New Digiscribe® Service
Copytalk's new Digiscribe® service will soon be available to NAIFA members. Digiscribe® is an audio/video transcription service that produces time-stamped transcriptions of interviews, meetings, podcasts and more.
Digiscribe® will be added to Copytalk's member benefits portfolio this summer. For more information on Copytalk's current offerings visit www.copytalk.com/naifa.
Award Opportunities
2019 Four Under Forty Awards
NAIFA is seeking nominations for Advisor Today’s 2019 Four Under Forty Awards. The deadline for submitting all nominations is May 11, 2019.
Interested in nominating a member? For more information on the award and the requirements, visit www.advisortoday.com, click on the Four Under Forty Nomination tab and follow the instructions provided.
Thanks for helping us recognize a rising star in the NAIFA community.
NAIFA Quality Award
You have until May 31, 2019, to submit your application for the NAIFA Quality Award. Earn this mark of distinction (and tell the world!) how you stand out among the competition.
Diversity Champion Award
This award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession. A Diversity Champion presents a unique blend of experience, skills, accomplishments, and other qualities. A nominee must be a member of NAIFA in good standing and have at least five years’ experience in the insurance and financial services industry. Submit a nomination or learn more information. Nominations will be accepted thru June 3, 2019.