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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.

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.

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.

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.”

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.

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.

Julianne Hertel, LACP, (loyal member since 2009), financial advisor and founder at Dream Big Wealth Strategies, LLC, in Worcester, MA
Robert Edgin, LACP, (loyal member since 2004), insurance agent and registered representative at American National in Colorado Springs, CO
Matthew Georgopulos, LACP, (loyal member since 2022), insurance agent at Muir Insurance Group in Lake Zurich, IL

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.

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.

1 min read

Upcoming DEI Webinar Features NAIFA Members Toni Gonzales and Kristen Hall Eskew

By NAIFA on 8/4/22 2:47 PM

On August 10, 2022, tune in for "DEI Success: From Making a Great Hire to Serving a Wider Audience."

Presented by InsuranceNewsNet, this special webinar will feature two NAIFA members: Toni L. Gonzales, MBA, LACP, VP of Sales at Ohio National Financial Services and VP of Women in Insurance and Financial Services (WIFS) and Kristen Hall Eskew, VP of Diversity, Equity, Inclusion, and Belonging at OneDigital.

1 min read

NAIFA's Apex Learning Lab Presents Business Principles from Cody Askins

By NAIFA on 8/4/22 2:41 PM

Join us for a special Learning Lab, "8 Core Business Principles for Transformative Growth," happening at NAIFA's Apex Sales Summit on Thursday, August 18 at 1 pm and 2 pm.

Founder of The 8% Nation Conference, and starting in the insurance industry at just 20 years old, Cody Askins will share his life-changing insights in this interactive coaching session. In his keynote presentation, you can learn more about Cody's innovative system that created eight companies, totaling more than $30 million in annual revenue.

In this intimate Learning Lab, you can meet Cody and ask him questions one-on-one as he leads you through a discussion of culture, talent, day-to-priorities, and getting into the right mindset to help you succeed.

NAIFA

Recent posts by NAIFA

3 min read

NAIFA Works on Multiple Fronts to Serve the Hispanic Population

Topics: Diversity

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

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

Tips for Building and Maintaining a Successful Business

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

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

1 min read

August 14 Is National Financial Awareness Day

Topics: Financial Planning Financial Literacy Financial Security

1 min read

NAIFA Members Earn the LACP Designation

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

Topics: Apex

1 min read

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

Topics: Running Your Practice Networking Grow Your Business Apex

1 min read

Upcoming DEI Webinar Features NAIFA Members Toni Gonzales and Kristen Hall Eskew

Topics: Diversity Members Webinar

1 min read

NAIFA's Apex Learning Lab Presents Business Principles from Cody Askins

Topics: Running Your Practice Networking Grow Your Business Apex

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NAIFA

Recent posts by NAIFA

3 min read

Topics: Diversity

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

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

2 min read

1 min read

Topics: Financial Planning Financial Literacy Financial Security

1 min read

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

1 min read

Topics: Apex

1 min read

Topics: Running Your Practice Networking Grow Your Business Apex

1 min read

Topics: Diversity Members Webinar

1 min read

Topics: Running Your Practice Networking Grow Your Business Apex

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