Google Campaign Expands Consumer’s Ability to Connect with NAIFA Members

June 6th, 2014, Comments Off.

Online tool directs consumers to NAIFA members;
Members encouraged to update their NAIFA profile today

NAIFA has expanded its outreach to consumers with a new Search Engine Marketing (SEM) campaign utilizing a Google ad word/phrase buy of more than 200 keywords related to insurance and financial advising. The campaign leverages consumers’ increased use of the Internet in their search for products and advisors who sell life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments.

“As the premiere financial services association, we are pleased to invest in this campaign that will enhance consumers’ ability to access NAIFA members,” NAIFA President John Nichols said. “Consumers are relying more on the Internet to research different types of insurance and financial products, but they still need to connect with agents and advisors to help them make informed choices and purchase decisions. This tool will facilitate their ability to find a professional who follows ethical business practices and is located in their local market. With this campaign under way, NAIFA members must visit their profile to ensure their contact information is up to date!”

How it works

Individuals searching for insurance and financial advice by entering keywords may see a link to NAIFA’s “Agent Locator” tool. The tool allows consumers to search for a NAIFA member by name, state or zip code. A second search filter allows them to find members by products and practice specialty. The campaign reaches outside typical consumer searches for insurance help and includes shopping sites, map applications, image search, social media groups and search partners.

To maximize the benefits of the campaign, NAIFA members should visit the NAIFA Member Profile System today to ensure their contact information is up to date.

The information in your profile will be used only by NAIFA. To update your profile, follow these steps:

  • On the home page of the NAIFA website go to “My Profile” at the top of the screen.
  • To login to the NAIFA website, you will need your user name, which is your NAIFA member id number, and your password, which is your last name, first letter capitalized. If your last name is five characters or less please add naifa (all lowercase) to your last name.
  • Once you are logged in to the NAIFA website and click on “My Profile,” you’ll have access to your personal profile page.
  • Take a moment to update your profile with your communication preferences and demographic information.

Attention NAIFA members approved to sell products from healthcare exchanges:

Members who have completed the federal and/or state-based health insurance exchange training and are approved to sell and service products from the exchanges should update their NAIFA member profile by checking the FFM (Federally-Facilitated Marketplace) Training Completed box.

For assistance, please contact the NAIFA Member Service Center at membersupport@naifa.org or 877-866-2432.

4 Under 40 Winner Named Agent of the Year

March 6th, 2014, Comments Off.

metzgerelixabethdipp2014NAIFA member Elizabeth Dipp Metzger, a 2013 recipient of Advisor Today’s Four Under Forty Awards, has been named Agent of the Year for the third year in a row in the El Paso General Office of New York Life Insurance Company. She received the award in recognition of her outstanding sales achievement and exemplary client service and professionalism.

Dipp Metzger has been a New York Life agent since 2010, and is associated with the company’s El Paso General Office in El Paso, Texas. She is an MDRT member, a 2010 New Org Agent of the Year with the El Paso general office of New York Life, and an El Paso Chapter- NAIFA rookie of the year for 2010 and 2011.

Dipp Metzger enjoys helping people meet their financial goals. With experience as an advisor and over 10 years of previous experience as a business owner, she understands the financial challenges most individuals and business owners face today and works diligently to research and provide the right solutions for them. She focuses on families, business owners, and the affluent market in providing planning for retirement, college, estate, and business planning.

 

 

How to Nominate

All NAIFA members are welcome to nominate a rising star for Four Under Forty. Nominees must be NAIFA members in good standing and 40 years of age or younger. Click here to download the nomination form (PDF).

All submissions are due by April 4, 2014. For more information, contact Ayo Mseka at 703-770-8471 or amseka@naifa.org.

Don’t hesitate. Send in your nomination form today–your candidate might be just the one who has what it takes to join the ranks of the Four Under Forty!

NOTE: Please use the latest version of Adobe Reader to fill out this form. To learn more visit http://get.adobe.com/reader

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