Grow Your Business

Book of the Month: “The Sky is Not the Limit”

NAIFA National launched a new Book of the Month Program, and the premier book in this launch is the award-winning book, “The Sky is Not the Limit – Discovering the True North for Your Life’s Path” by Phillip C. Richards, CFP, CLU, RHU. The book offers you practical tips for recognizing your strengths and for developing self-awareness, perseverance, discipline, and ...

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NAIFA Sponsors ‘Advisor 2020’ to Help Advisors Plan Their Business Future

New book presents cutting-edge research on industry trends and identifies opportunities for advisors seeking success in a changing marketplace Visit the NAIFA Bookstore to purchase “Advisor 2020.” See coverage in InsuranceNewsNet magazine. FALLS CHURCH, VA – Rapid marketplace and demographic shifts are having profound effects on insurance and financial advisors and will significantly reshape the industry by 2020, according to a new ...

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Call for 2014 Four Under Forty Nominations

Honor the best and brightest by nominating outstanding NAIFA members under the age of 40 for Advisor Today’s 2014 Four Under Forty Awards.  The deadline to submit all nominations is April 4, 2014. Nominating someone for the Four Under Forty Awards is easy – fill out the PDF linked below. Or you can find the form on Page 30 of ...

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Turn Your Personal March Madness into March Happiness

There’s a lot of hype about March MADness, and if you’re an NCAA fan, or married to one, you know it well. But I’d rather think in terms of March Happiness, training mind and body, just as those basketball players train to remain positive, even when faced with stress, sadness and the cyclicality of life. You can create a habit ...

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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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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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