Deadline for Real Life Stories Fast Approaching

November 25th, 2014, No Comments, be the first ».

The deadline to submit an application for Life Happens’ Real Life Stories Client Service Recognition Program is January 2, 2015, at 3:00 P.M. Eastern Time.

Submit your true client story about how life insurance, disability income insurance or long-term-care insurance saved the day and you could win:

  • A professional video, featuring you and your client, distributed nationally.
    A professional flyer made with your story, distributed nationally.
    An all-expense paid trip to New Orleans for you and your client, so you can be honored at NAIFA’s 2015 Career Conference and Annual Meeting next October.

This is part of Life Happens’ Real Life Stories Client Service Recognition Program. Now in its 20th year, the program highlights the important work agents and advisors do in helping their clients put proper insurance planning in place. It becomes part of the nonprofit consumer education that Life Happens does on a national basis.

You can watch some of the past winners here, like Steve Sabo, who helped his clients, Scott and Cathy Young, save a business and a dream after Scott died in a tragic accident.

Learn more about the program and apply at www.lifehappens.org/reallife today.

The New NAIFA.org: Find what you need, when you need it.

November 10th, 2014, Comments Off.

The National Association of Insurance and Financial Advisors has launched a redesign of its website, www.NAIFA.org. The new site represents a complete overhaul, with significant enhancements that will help members find the content and tools they need to help grow their business, and remain aware of the legislative and regulatory challenges facing the industry in 2015.

“The new site is based on several months of research among users and leaders that identified top-tier content our members need to manage their businesses,” said NAIFA CEO Dr. Susan Waters, CAE. “For example, the new navigation makes it easy for members to access the more than 50 professional programs and products available to develop and enhance their skills in areas like sales and marketing, and business and client management. Members also have access to unique leadership and continuing education programs that put them on the path to success.”

NAIFA is the only organization serving and representing insurance and financial advisors regardless of the products they sell or the focus of their practice. The new NAIFA.org is the one place members can go to when searching for professional resources and tools in insurance and financial advising, multiline, and health insurance and employee benefits specialists.

The most significant change to NAIFA.org is the ability for members to find content based on topic regardless of its format. There also is content specifically designed for agents and advisors who are new to the field. And, the blog for NAIFA’s award-winning Advisor Today magazine, AT Blog, is now available on the home page, along with the NAIFA Blog, which provides information and updates on legislative and regulatory issues. Both blogs deliver new content throughout the week so members have reason to visit the site for practice strategies and public policy news every day.

For a limited time, NAIFA will make available select members-only content such as Webinars, seminars and other resources on key topics like Sales & Marketing, and industry-leading advocacy news in GovTalk. This members-only content will be available to non-members until Dec. 19.

 

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