Monthly Archives: February 2014

How to Maximize Your ROI on Life

Have you ever felt like you need an upgrade on your life? Most of us have, and there’s a way to get it. First, I tell people, “Don’t be afraid of making your life clearer.” Many argue that life is not simple; therefore, there are no easy answers, but to paraphrase from Chinese philosopher Laozi, “The journey of a thousand ...

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AT Podcast Series: It’s All in the Questions

It’s All in the Questions You don’t want to miss this podcast by top producer Sarah Kaelberer. In it, she explains how to ask the right questions and get the answers that can make a difference in the lives of your clients and in your practice and community. Get the AT Podcast here.  

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NAIFA, CFFP to create new LUTCF designation program

NAIFA and the College for Financial Planning have formed a partnership to create an enhanced, dynamic and interactive curriculum for NAIFA’s renowned Life Underwriter Training Council Fellow (LUTCF) designation, established in 1984. “NAIFA is proud to enter into a new partnership with such an esteemed and accredited educational institution as the College for Financial Planning,” said NAIFA President John F. ...

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LIFE Seeks Applications for 2014 Life Lessons Scholarship Program

LIFE Seeks Applications for 2014 Life Lessons Scholarship Program The LIFE Foundation is now accepting applications for its annual LIFE Lessons Scholarship Program. The deadline for all applications is March 3, 2014. Now in its 10th year, the scholarship benefits college students and college-bound high school seniors who are facing challenges in achieving a higher education, following the death of ...

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NAIFA’s Juli McNeely presents Platinum BOBO Award to Cedar Rapids

Congratulations to NAIFA-Cedar Rapids, which accepted its fourth consecutive Platinum BOBO Award during a luncheon last month.   Pictured (from left): Josh Rice (NAIFA Cedar Rapids President), Ryan Bosch, Joshua Katcher, Juli McNeely, Greg Johnson, Larry Witzel, Eric Kaestner, and Barry Johnson (NAIFA Iowa President).

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How to Generate More Leads, More Clients and More Sales

One of the most common challenges NAIFA members share is their need for more leads, more clients, and more sales.  Here are some insights that will help you achieve this goal. #1: Check Your Beliefs. The most critical element of achieving a goal is a belief that we can do it. Take a minute to answer “yes” or “no” to ...

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Economic Outlook for 2014

For now, the economic and political climate looks favorable.  Our article, detailing an overview of our perspective on the economic, investment, tax, and estate planning issues of the New Year, is available on the web at ljpr.com/outlook. In general, we are cautiously optimistic, and as the Outlook covers, we are revising our models to reflect what we see as a ...

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