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NAIFA


Recent posts by NAIFA

1 min read

NAIFA Trustee Aprilyn Chavez-Geissler Featured in Upcoming DEI Webinar

By NAIFA on 12/2/22 1:17 PM

On December 6, NAIFA-National Trustee and Gateway Insurance and Financial Services Vice President Aprilyn Chavez-Geissler will be a featured speaker for the webinar "Beyond Sentiment: The Business Benefits of DEI," presented by Financial Planning magazine

The webinar will discuss how recent research can help you craft a strategy for diversity, equity, and inclusion (DEI) that is well-defined, driven by company leaders, and connected to business outcomes.

Topics: Diversity, Equity & Inclusion Webinar Leaders
1 min read

Learn About Indexed Whole Life in the Next Advisor Today Webinar

By NAIFA on 11/22/22 1:32 PM

On November 29, Ohio National Vice President of Product Marketing Karl Kreunen will present "Skate Where the Puck is Heading: Indexed Whole Life as Your Product of Choice."

In the webinar, Kreunen will showcase Ohio National’s new Prestige 10 Pay Indexed Whole Life policy and discuss why it makes sense today and in the future. He will also give a demonstration of relevant sales applications for a multi-pay indexed whole life policy.

Topics: Life Insurance & Annuities Webinar Insurance Insurance Webinar
1 min read

NAIFA Leaders Ring the Nasdaq Opening Bell

By NAIFA on 10/27/22 11:09 AM

This month, NAIFA leaders attended the ringing of the Nasdaq opening bell. NAIFA-NM President Chad Cooper, MBA; NAIFA-National Trustee Aprilyn Chavez Geissler, LACP; and NAIFA-CA Past President Shane Westhoelter, AEP, CLU, LUTCF, LTCP, appeared in support of THRIVE, which aims to educate and activate 1 million Black and Latino investors to build wealth.

Topics: Diversity, Equity & Inclusion Leaders
1 min read

Upcoming Webinar: Get the Latest on Life Settlements

By NAIFA on 10/12/22 10:46 AM

Join NAIFA's Talent Development Center for the webinar, "Life Settlements: A Product and Industry Update," this Tuesday, October 18 at 12 pm eastern. Ashleigh Hammad and Scott Kirby of Abacus Life as they guide you through a market discussion of the latest pricing, underwriting, and submission trends in the life settlement industry, and how advisors and their clients can benefit from policy valuations and audits. 

Topics: Life Settlement Talent Development Center Insurance Webinar
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. 

As the leading association for insurance and financial professionals in the United States, NAIFA promotes diversity, equity, and inclusion as part of its NAIFA 2025 Strategic Plan, and strongly supports increasing opportunities for diverse professionals to join the profession and advance their careers in the insurance and financial services industry.  Through its decades-long Diversity, Equity, and Inclusion initiative that is part of its strategic plan, NAIFA works to create a diverse force of skilled, ethical agents and advisors that reflects the changing composition of Main Street USA.

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

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