Author Archives: Ayo

Responding to the Peaks and Valleys of the Business

During one of the educational workshops held at NAIFA’s Performance + Purpose Conference in San Antonio, attendees received some words of inspiration from two NAIFA members who overcame several obstacles before enjoying a high level of professional success. The attendees learned some valuable lessons about the importance of persistence and staying the course. At the age of 23, Barjes Angulo ...

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NAIFA’s P+P Offers Tips for Attracting and Retaining Multicultural Agents

At NAIFA’s Performance + Purpose Conference currently under way in San Antonio, financial professionals received some helpful hints for attracting and retaining culturally diverse agents in their practices from two industry experts, Aamir Chalisa and Ali Agha, both members of NAIFA’s Diversity Task Force. Chalisa is Managing Director with Futurity First Insurance Group and Agha is Senior Development Manager at ...

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Only Half of American Employees Have Life Insurance

In observance of Life Insurance Awareness Month, a recent survey conducted by Anthem, Inc. reveals that while two-thirds (67 percent) of American employees believe that life insurance is important to achieve financial wellbeing, only half (53 percent) of them claim to be covered.[1] The survey’s findings underscore a gap between financial priorities and the use of life insurance as a ...

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Nearly Half of Younger Workers Are Worried When Thinking of Life Insurance

Employee benefits provider Unum finds that nearly half (45 percent) of 25-34-year-olds reported feeling stressed or worried when thinking about life insurance, compared to just 29 percent of those who are between 35-49. Women were significantly more anxiety-ridden about life insurance, with 37 percent reporting feeling stressed or worried compared to just 23 percent of men. These results and other ...

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It’s LIAM All Year!

The 2018 Life Insurance Awareness Month (LIAM) campaign is almost here! Each September, Life Happens creates and coordinates this national consumer awareness campaign to help your clients and prospects get the life insurance they need. We’re excited to have professional athlete and entrepreneur Danica Patrick as our celebrity LIAM spokesperson again. To understand how great Patrick has been as our ...

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NAIFA Members Share Information at CAAFP Conference

During the Conference of African American Financial Professionals held in Washington, D.C., several NAIFA members provided a wealth of information attendees could use to build and protect their practices. From NAIFA member and past Four Under Forty Award recipient, Esylfie Taylor, attendees learned what they need to do when failure in the business is not an option for them. Taylor ...

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African American Financial Professionals Convene with Sessions to Bolster Practices

The nearly 600 financial professionals who attended the 13th Annual Conference of African American Financial Professionals in Washington, D.C., found the meeting well worth their time and effort. In the three short days they spent in Washington, D.C., they were able to acquire the skills and strategies they need to take their practices to the next level of success. From ...

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More Employers Offer CI Insurance

More Employers Offer CI Insurance As the popularity of consumer-directed health plans continues to rise, the number of consumers who find themselves with unplanned medical costs is also on the rise. High out-of-pocket medical costs are becoming a frequent threat to consumers’ financial security. To help offset these expenses, more employers are now offering supplemental health products – like critical ...

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Use Braindate to Customize Your NAIFA Performance + Purpose Conference Experience

Use Braindate to Customize Your NAIFA Performance + Purpose Experience! With more than 1,000 of your peers participating in NAIFA Performance + Purpose in San Antonio in September, you know there are people you want to meet, people you want to learn from, and people who want to learn from you. But how do you find them? The answer is ...

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Approaching Prospects

The word, “keywords” is “digital marketing speak” for a group of words that online users use when performing searches for a wide range of goods and services. These keywords have a higher value than other words and usually point to the information the online user is looking for. In the same vein, many financial advisors know that certain words convey ...

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