<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
bpc-webinar-banner
1 min read

Exploring Money Mountaineering With Harlan Accola and Peter Neuwirth

By NAIFA on 10/22/21 4:49 PM

On November 12, author and Senior Consulting Actuary Peter Neuwirth, FSA, will join Harlan Accola, CRMP, CSA, National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, to present "Exploring Money Mountaineering."

This webinar will focus on Neuwirth's six foundational principles of Holistic Financial Wellness. Neuwirth and Accola will discuss how the lessons learned from the COVID-19 crisis can help us prepare, psychologically and financially, for the uncertainty of the future.

The event will take place on Friday, November 12, at 2 pm eastern.

Register for the Webinar

Fairway Independent Mortgage Corporation is an Educational Partner to NAIFA.  For members, you can learn more about Fairway and how to partner within the Member Portal.  

1 min read

Exploring Money Mountaineering With Harlan Accola and Peter Neuwirth

By NAIFA on 10/22/21 8:00 AM

On November 12, author and Senior Consulting Actuary Peter Neuwirth, FSA, will join Harlan Accola, CRMP, CSA, National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, to present "Exploring Money Mountaineering."

This webinar will focus on Neuwirth's six foundational principles of Holistic Financial Wellness. Neuwirth and Accola will discuss how the lessons learned from the Covid-19 crisis can help us prepare, psychologically and financially, for the uncertainty of the future.

The event will take place on Friday, November 12, at 2 pm eastern.

Register

Fairway Independent Mortgage Corporation is an Educational Partner to NAIFA.  For members, you can learn more about Fairway and how to partner within the Member Portal.  

1 min read

Ameritas' Andrew Rinn Scheduled to Present at the 2021 APC Impact Week

By David Lahoud on 10/8/21 1:00 PM

On October 19th, Andrew J. Rinn, JD, CFP, CLU, ChFC, Vice President of Advanced Marketing & Case and Competition at Ameritas (and loyal NAIFA member since 2018),  will be presenting  Life Insurance in Qualified Plans - Bridging the Retirement Planning Gap with actuary Scott McHenry. During this presentation, they will cover various topics such as how to identify potential clients and concerns, different approaches, and more.

1 min read

NAIFA and Carefull Announce Educational Partnership

By NAIFA on 10/7/21 5:15 PM

The National Association of Insurance and Financial Advisors (NAIFA) and Carefull have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, Carefull will provide preferred access to the Carefull monitoring technology for NAIFA members, content for NAIFA blog posts and social media platforms, as well as articles around protecting and managing older adult's finances for NAIFA’s Advisor Today

2 min read

Adaptability and Agility

By Customers Bank on 10/1/21 4:26 PM

The last year and the global pandemic have taught us that businesses and employees alike need to be able to accept and manage change. Heraclitus, an Ancient Greek philosopher, said it best when he stated, “The only constant in life is change.”

3 min read

NAIFA has Partnered with White Glove to Provide Marketing Solutions for Members

By NAIFA on 9/29/21 2:00 PM

NAIFA and White Glove have completed a marketing partnership agreement. The two organizations will work together to bring modern marketing practices to financial services professionals while raising awareness of the critical advocacy work that NAIFA undertakes at the state, interstate, and federal levels.  White Glove is a founding partner of NAIFA’s Business Performance Center that provides thought leadership to agents and advisors on practice management.

4 min read

$9.2 Trillion in Senior Home Equity is the Largest Asset Pool You’ve Never Heard Of

By Fairway Independent Mortgage Corp. on 9/28/21 4:53 PM

American seniors are sitting on a massive mountain of cash.

Low-interest rates, rising home prices, and vanishing inventory have contributed to all-time-high home equity, yet most of it sits untouched and forgotten.

1 min read

Webinar Series: Caffeinate Your Revenue with the Insperity Broker Program

By Beth Helberg on 9/10/21 2:04 PM

Unlock the income potential of being an insurance broker partner with Insperity. 

1 min read

Special Webinar Series: Hyper-Growth in a Hybrid Environment

By Beth Helberg on 9/8/21 3:15 PM

NAIFA has teamed up with White Glove, to present the webinar series: Hyper-Growth in a Hybrid Environment, September 13- 17th.  Each day will focus on a strategy to support advisors in prospecting and marketing. 

5 min read

9 Tips for Communicating Decisions You Don’t Agree With

By Insperity on 8/26/21 12:00 PM

A change in business hours, layoffs, a reduction in benefits, a department reorganization, an elimination of bonuses, elimination of casual Fridays: Change in business is as relentless as it is inevitable.

1 min read

Webinar: If a DOL Wage & Hour Investigator Came Calling, Would You Be Prepared?

By Beth Helberg on 8/19/21 8:00 AM

How confident are you in your employee classifications and the process you use to categorize them? Do you really understand the differences between exempt vs. non-exempt classifications when it comes to your white-collar employees?

1 min read

Webinar On Demand: How To Advise Your Clients to the Zero Tax Bracket

By Beth Helberg on 8/12/21 5:04 PM

This month, Fairway Mortgage and the Business Performance Center presented the webinar “How to Advise Your Clients to Get to the Zero Tax Bracket.” 

5 min read

8 must-ask questions when shopping for a PEO

By Insperity on 7/9/21 10:30 AM

Are you uncertain about how to find the most suitable professional employer organization (PEO) for your company?

Have you explored all your options? After all, not all PEOs are the same.

Deciding which one offers the best service, the greatest value, and the type of expertise that your organization needs isn’t always so simple.

3 min read

OneAmerica Partners with NAIFA to Support Advocacy and Educational Initiatives

By NAIFA on 6/10/21 5:21 PM

NAIFA and OneAmerica® have completed an agreement on the Educational Partner Program, under which OneAmerica will provide educational content and thought leadership for NAIFA’s Advisor Today platform as well as its Centers for Excellence: The Business Performance Center, Limited and Extended Care Planning Center, and Talent Development Center. OneAmerica sponsored and participated within NAIFA’s 2021 Virtual Congressional Conference held May 25-26th that drew more than 1,350 advisors, and will be a key sponsor for the upcoming Performance+Purpose conference to be held virtually August 17-19, 2021. 

2 min read

NAIFA and ReminderMedia Announce Marketing Partnership

By NAIFA on 6/8/21 2:30 PM

NAIFA and ReminderMedia have completed a marketing partnership agreement to promote professional cooperation between the two organizations. Under the partnership, ReminderMedia is a founding member of the Business Performance Center. NAIFA and ReminderMedia will work together to give broader access for financial professionals and consumers in areas where the organizations’ interests overlap.

4 min read

FinTech: Not All That Glitters Is Gold

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 5/13/21 10:21 AM

I’ve given dozens of talks on the need for financial professionals to navigate the digital landscape effectively, and invariably the conversations veer into the arena of “what’s the newest, best tech to help me grow?” As a self-avowed tech junky, I am always obliged to engage in this conversation, because it’s a lot of fun to talk technology.

4 min read

Not All that Glitters is Gold: Cool Tech Doesn't Make You a Better Professional, the Right Tech Does

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 5/6/21 1:07 PM

I’ve given dozens of talks on the need for financial professionals to navigate the digital landscape effectively, and invariably the conversations veer into the arena of “what’s the newest, best tech to help me grow?” As a self-avowed tech junky, I am always obliged to engage in this conversation, because it’s a lot of fun to talk technology. However, what most people don’t realize is that I do so significant hesitancy because, I am acutely aware of one thing that, as an outside-the-box thinker with ADD, I have to fight my inner tendency to want newer, cooler, better. I admit it - I like blowing the whole thing up and finding a better way of doing it! If you’re at all like me, suppressing that tendency can be challenging, especially since there seem to be new awesome apps, platforms, and digital tools popping up every single day.

7 min read

Don't Be That Person. A Requiem to Bad LinkedIn Solicitations

By Brian Haney, CLTC, CFS, CIS, CFSB, LACP, CAE on 4/19/21 8:45 AM

Practicing good social media etiquette is critical in the digital economy

Raise your hand if you like getting solicited from random strangers. Strange, I don’t see anyone’s hand raised.

3 min read

Step Up Your Game and Get Through the Door:  Selling Qualified Retirement Plans to the Healthcare Industry

By SMA Services, Inc. on 4/15/21 3:06 PM

If you’re looking to expand your presence in the healthcare sector, you’re probably trying to figure out how to sit down with the physicians whose names are on the doors you’re knocking on. But unless you have an existing relationship with one of those physicians — or a personal contact who can help you start one — you may be knocking on the wrong doors.

1 min read

Use Facebook to Add to Your Growing Client Base

By Mark Briscoe on 2/26/21 10:44 AM

Social media offers many ways that you can add to your growing client base, particularly Facebook. The difference between this platform and many others is that the groups feature allows you to find and interact with potential clients on a more personal level. This feature also gives you the opportunity to find prospective clients in special interest groups. Finally, Facebook gives you the added touch of searching for new clients within your geographic location. All of these features give you more leads on a regular basis if you learn how to use them well. 

Start Your Own Facebook Group

If you haven't already, get your own Facebook group up and running. It's as easy as clicking the "create group" button and filling out a few details. Make sure that you're clear about the services you're providing, your location, business hours, and mission statement. Use a clear and professional photo for your profile and a cover photo that makes your business details clear. This way, when you're prospecting for clients elsewhere, people will have a place to connect with you that shows them who you are and what services you offer. 

2 min read

How to Start, Grow and Optimize Your Business Instagram Profile

By Emily Cabbage on 2/26/21 10:37 AM

You may be wondering, "How do I make a strong impression with my business Instagram profile?" Or, 'How can I add branding personality to my Instagram business page?" Well, read on and find out these and much more. Instagram started as a simple picture-sharing app between friends. However, it quickly evolved into the go-to social media platform for eye-catching content. With millions of users and a higher engagement rate when compared to Facebook, your business can't afford to be left out of this marketing phenomenon. 

The Basics of Building a Perfect Business Instagram Profile

Nonetheless, before you start posting photos left and right, you must first learn about the basics of building the perfect business Instagram profile. Whether you've been on Instagram for years or just testing the waters, here are a few tips and tricks that will undoubtedly boost your Instagram presence and boost your brand's awareness a notch higher. How can you make sure that you're using social media for the right reasons and giving your brand and business a leg up in the digital space?

2 min read

How To Prospect Using Instagram

By Emily Cabbage on 2/26/21 10:30 AM

Instagram can be a highly profitable marketing tool for those in the financial services industry. There are many ways that financial advisors and insurance agents can recruit prospective clients through Instagram. The following are some of the most effective ways that those in the financial services industry can prospect using Instagram; 


Create Catchy Content with Beautiful Pictures 


If you are looking to recruit prospective clients through Instagram, you should create well-curated content that aligns with your financial services. Instagram is a platform where people enjoy seeing beautiful images on daily basis. Thus, instead of simply writing a post about your financial services, showcase them through beautiful photos. The shared photos should highlight the unique features of your services and why customers should look forward to them.  

2 min read

Prospecting Using Youtube

By Mark Briscoe on 2/26/21 9:44 AM

YouTube has become an indispensable tool since its introduction in 20005. Many businesses have adopted this tool for both advertising and marketing their products to achieve business objectives. If you are still in doubt whether your financial service company, it is worth noting the following.

3 min read

How Financial Advisors and Institutions Can Recruit Clients Using Snapchat

By Kathryn Blum on 2/26/21 9:34 AM

There are so many platforms that you can venture in to promote your financial institution and grow your client base. However, it isn't easy to know which one of them will yield benefits. 

Most people market through LinkedIn, Twitter, Facebook and Instagram, but very few of them pay attention to Snapchat; even though its projected user base in the U.S. alone has reached 70 million.

2 min read

How Financial Advisors Can Recruit Prospective Clients Via LinkedIn

By NAIFA on 2/22/21 1:00 PM

It has become the new norm nowadays to be directed to an official social media page once you visit most business websites. Why is this so? There are 3.2 billion active internet users worldwide. This figure translates to roughly 45% of the world population. This figure is an honest answer to why businesses are now engaging prospective customers on their social media platforms.

2 min read

NAIFA’s Business Performance Center Impact Week Is Coming March 23-25

By NAIFA on 2/17/21 11:10 AM

NAIFA has announced that its Business Performance Center Impact Week will offer an amazing slate of virtual programing led by industry experts, March 23-25. Presentations will be high-impact and provide valuable takeaways focused on practice management, growing your business, and reaching new markets.

2 min read

Top 5 Tips for Successful Prospecting - LinkedIn

By NAIFA on 1/13/21 1:01 PM

Focusing on the right people and companies will make the difference in prospecting smarter, not harder. LinkedIn is an influential platform with senior-level influencers and top company decision-makers. If you use it well, you can grow your list of prospects.

1 min read

How Can You Optimize Webinars to Convert More Leads?

By NAIFA on 1/13/21 12:57 PM

As we tread into the digital age, it's crucial to make sure that your insurance firm or financial services agency is keeping abreast with the best practices to drive and convert new prospects. Webinars offer a great platform to provide interactive content to prospective customers and get feedback in real-time. You can consider adopting the following strategies to ensure that your webinars covert as many leads as possible into the business:

2 min read

Harnessing the Power of Webinar During Prospecting

By NAIFA on 1/13/21 12:38 PM

The webinar presents an ideal platform for any type of business, including insurance to land leads, nurture them, and consequently convert them into customers. For any successful financial services firm, it offers the perfect avenue to provide thought leadership, present appealing content to attract qualified leads, and land them accordingly. You can harness the power of this platform in the following ways:

Featured