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Recent posts by NAIFA

1 min read

The Top 3 Financial Products to Weather This Financial Storm

By NAIFA on 11/16/22 1:30 PM

Join NAIFA's Business Performance Center for a webinar on Tuesday, November 29 at 1 pm eastern. Sit down for a discussion with Harlan Accola of Fairway Independent Mortgage Corporation, and Caleb Guilliams, Founder of BetterWealth, to learn about the three products your clients must have to survive this intense financial storm. 

Topics: Financial Planning Grow Your Business Business Performance Center Insurance
1 min read

Catch Up on the Latest Business Performance Center Webinars

By NAIFA on 11/2/22 10:36 AM

NAIFA's Business Performance Center has been busy this past month with webinars on topics ranging from understanding and maximizing data, adopting digital marketing and e-commerce practices, and showcasing a benefits marketplace. If you missed one of those webinars, you can always watch them on-demand in the BPC archives.

Topics: Marketing Benefits Webinar Business Performance Center
1 min read

3 Tips for Year-End Client Engagement

By NAIFA on 10/27/22 10:00 AM

As 2022 draws to a close, now is a great time to reassess your client engagement strategy. Show your clients you care about them and their business with these tips. 

Topics: Grow Your Business Protect Your Business Small Business

Learn How to Adopt eCommerce Practices to Grow Your Business

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

New Business Performance Center partner, iLife Technologies, will host a webinar on Wednesday, October 26 at 12 pm eastern. Join John Boothman, Strategic Distribution and Partnerships at iLife, to learn how to adopt eCommerce best practices to help grow your life insurance business.

Topics: Marketing Webinar Business Performance Center iLife
1 min read

Grow Your Business by Maximizing Your Data

By NAIFA on 10/10/22 9:29 AM

New Business Performance Center partner, AccuPoint Solutions, will host a data-driven webinar on Thursday, October 13 at 12 pm eastern. Join Founder & CEO of AccuPoint, Gary Weber, for "Data Diving: Understand and Maximizing Your Most Important Asset." Gary will help you how to best understand the complexity of the data you may have – or may want to purchase – for your sales, marketing, recruiting, and data analytics efforts.

Topics: Grow Your Business Business Performance Center Insurance
2 min read

NAIFA and iLife Technologies Announce Educational Partnership

By NAIFA on 9/28/22 10:48 AM

The National Association of Insurance and Financial Advisors (NAIFA) and iLife Technologies have completed an educational partnership agreement to advance thought leadership and consumer education, and promote professional cooperation between the two organizations.

Under the partnership, iLife will provide exclusive benefits for NAIFA members through their all-in-one sales platform, content for NAIFA blog posts and social media platforms, as well as articles focused on helping insurance agents navigate the ever-increasing trend of online-centered businesses.

Topics: Webinar Press Release Business Performance Center iLife
2 min read

5 Tips to Help You Recruit the Best Talent For Your Business

By NAIFA on 9/26/22 10:00 AM

To grow a successful business, you need a team of talented, dedicated individuals working together towards a common goal. As the insurance and financial services industry continues to grow, recruiting top talent is more important than ever.

But how can you find and recruit the best talent for your business? There are a few key things to keep in mind. Read on for tips to help you build a cohesive, diverse, and dynamic team.

Topics: Grow Your Business Diversity Protect Your Business Small Business

4 Tips to Gain Followers Without Spending a Dime

By NAIFA on 9/20/22 10:00 AM

Social media is an integral part of marketing your business. While spending money on targeted ads may seem like an easy and effective way to build your followers, building your brand organically can benefit you in the long term—and save you money on advertising.

Topics: Marketing Social Media Marketing Grow Your Business
1 min read

Join NAIFA Partner Chalice Connect for a Benefits-Driven Webinar

By NAIFA on 9/14/22 9:53 AM

Join Chief Marketing Officer and Partner at Chalice Connect, Whitney Kendrick, along with Senior PEO Sales Consultant at Paychex/Oasis, Maria Petroni, for a Business Performance Center webinar on Thursday, September 22 at 12 pm eastern.

In this webinar, Whitney and Maria will give you an overview of the Chalice Connect Marketplace, and how it can help your business navigate and save on new benefits such as health insurance, travel options, and succession planning - especially timely with open enrollment periods opening up soon!

Chalice Connect is one of the Business Performance Center's newest partners, and also an affinity discount partner for our NAIFA Members. This webinar is free to attend and will teach you how to access their marketplace, which can save your firm, agency, or practice time and money.

Learn More & Register

Topics: Benefits Group & Employee Benefits Grow Your Business Business Performance Center

13 Social Media Calendars, Tools, & Templates to Plan Your Content

By NAIFA on 9/13/22 10:00 AM

Social media plays an essential role in your business marketing strategy. With so many social networks available, it’s important to keep track of what you're posting and when.

Topics: Marketing Social Media Marketing Prospecting Grow Your Business Business Performance Center

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