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2 min read

6 Tips for New Agents and Advisors

By NAIFA on 9/22/22 10:00 AM

The insurance and financial services industry can be intimidating for newcomers. However, with the right knowledge and resources, it is possible to find success in the field.

Here are a few tips to help you get started:

Topics: Prospecting Grow Your Business Protect Your Business
2 min read

State Adopts NAIFA-Ma Proposal to Offer Insurance Licensing Exams in Spanish

By NAIFA on 9/19/22 11:23 AM

The Massachusetts Division of Insurance announced earlier this year that the state insurance licensing exam will now be offered in Spanish. NAIFA's Massachusetts chapter has been working with the Division of Insurance on this initiative and advocated for its adoption.

Topics: State Advocacy Licensing
3 min read

NAIFA Works on Multiple Fronts to Serve the Hispanic Population

By NAIFA on 9/15/22 2:44 PM

NAIFA is proud to celebrate National Hispanic Heritage Month, September 15 - October 15. 

Topics: Diversity, Equity & Inclusion

10 Tips for Writing a Standout LinkedIn Bio—And Why It Matters

By NAIFA on 8/25/22 10:00 AM

Whether prospecting, recruiting, or networking, your LinkedIn bio and summary are your opportunity to let your audience know who you are and what you do. That's why it's essential to make a good—and lasting—impression. 

Topics: Running Your Practice Prospecting Grow Your Business Protect Your Business

Tips for Building and Maintaining a Successful Business

By NAIFA on 8/18/22 10:00 AM

Starting and running a new business can be daunting. There are myriad factors to consider: How do you write a business plan? How do you choose the right marketing strategy? What are your legal requirements?

Learn the answers to these questions and more from HubSpot. HubSpot has resources for running any business—from inbound marketing to sales to customer service. Whether you're just starting out or are looking for ways to improve your practice, this guide will help set your business up for success.

Topics: Running Your Practice Marketing Sales & Marketing Social Media Marketing Grow Your Business Protect Your Business Small Business
2 min read

NAIFA’s Leadership in Life Institute Receives ASAE Gold Power of Associations Award

By NAIFA on 8/17/22 2:15 PM

NAIFA’s) Leadership in Life Institute (LILI) has received a 2022 Power of Associations Gold Award from ASAE, the Center for Association Leadership. The Power of Associations Awards honor “associations that go above and beyond their everyday mission to undertake initiatives that have far-reaching benefits important to their profession or industry.”

Topics: NAIFA
1 min read

August 14 Is National Financial Awareness Day

By NAIFA on 8/14/22 10:00 AM

National Financial Awareness Day is the perfect time to talk to your clients about financial literacy. 

Did you know?

  • Only 32% of American families maintain a monthly budget.
  • Half of American households live paycheck to paycheck.
  • 58% of Americans have less than $1,000 saved.
Topics: Financial Planning Financial Literacy Financial Security
1 min read

NAIFA Members Earn the LACP Designation

By NAIFA on 8/11/22 1:05 PM

Congratulations to the NAIFA members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window.

Topics: LACP Talent Development Center Life Annuity Certified Professional (LACP) Program
1 min read

Learn How to Bridge the Gap and Reach Your Full Potential at Apex

By NAIFA on 8/8/22 10:00 AM

Join us at NAIFA's Apex Sales Summit the week of August 15 for the Learning Lab "Bridge Your Gap," presented by P2P Group President and CEO Jim Effner.

In the session, Effner will share insights from his decades in the insurance and financial services industry, including how to bridge “the gap” and overcome the divide between advisors’ performance and their potential. 

Topics: Apex
1 min read

Create a Powerful Message with Caleb Guilliams at NAIFA'S Apex Learning Lab

By NAIFA on 8/5/22 10:54 AM

Join "the new face of finance" for the Learning Lab, "How to Create a Powerful Message by Winning Stages," exclusively at NAIFA's Apex Sales Summit.

Caleb Guilliams will bring the engaging conversation and perspective of his BetterWealth Podcast live to you. This interactive coaching session will introduce concepts that are largely unknown and barely utilized among advisors. However, once learned and leveraged, Caleb’s insights can change everything.

Topics: Running Your Practice Networking Grow Your Business Apex

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