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Selling to Seniors

Selling to senior clients takes time, empathy, and listening to the advice of these top producers.

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Selling Life Insurance to Foreign Nationals: Marketing Tips

Relating to other cultures can be difficult at first, but worthwhile once it is understood how. Learn how to market to foreign markets and advertise your business successfully. 

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Working with Seniors

To truly connect with older clients, you must communicate with them in the manner in which they are the most comfortable.
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2017 Diversity Champion Award Receipient

As the nominations deadline for the 2018 Diversity Champion Award draws closer, we wanted to take the opportunity to honor our 2017 winner, Evelyn Gellar, LUTCF, RICP, CDFA.

 

Evelyn Gellar, LUTCF, RICP, CDFA is the AVP, Market Development for Penn Mutual. She is an experienced financial..

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In Step with a Winner: Becoming a Successful Advisor

Over the past 14 years, Eszylfie Taylor has been rising to the top in the financial services industry. His success is achieved through his determination for putting his clients’ interest ahead of his own. Read about Taylor’s road to success through this article and get tips on how you can reach..

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Working with Widows

More than 70 percent of widowed clients will leave their financial advisor within one year after losing their spouse. This pattern introduces uncertainty and unpredictability into a widow’s financial planning. This article shares steps that you can take to help retain your recently widowed..

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Creating Opportunity by Reaching Diverse Markets

The increase in diversity in the United States population is the result of recent immigration, and by births in the U.S. of children from immigrant families. With a more diverse group of people, from a wide range of cultural and ethnic backgrounds, this gives advisors an opportunity to serve..

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The STRUGGLE is REAL

NAIFA is #NAIFAPROUD to show off members because these members share how to keep it real.

 

I have chosen to share their story because they have been candid with me on how their hard work, struggles, persistence and dedication to the industry and their career has truly paid off.  I encourage you..

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Finding Success in the Chinese-American Market

Some Chinese- Americans refrain from buying life insurance because of language barriers or they are uncomfortable. Start by understanding the culture and values of this demographic group.

 

 

Finding Success in the Chinese-American Market by Elaine Yunan Liu

 

Multicultural communities present..

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Habla Espanol?

As a benefits consultant, if you are not speaking spanish, you may be missing opportunities to grow your business.

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