NAIFA

NAIFA mourns passing of CEO Dr. Susan B. Waters

NAIFA statement on the death of CEO Dr. Susan Waters, DM, CAE Falls Church, Va. – Dec. 16, 2014 – The National Association of Insurance and Financial Advisors is saddened to announce the death of Dr. Susan B. Waters, Chief Executive Officer of NAIFA. Dr. Waters, 63, died unexpectedly today at her home in Washington, D.C. “Susan’s passing is a ...

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Deadline for Real Life Stories Fast Approaching

The deadline to submit an application for Life Happens’ Real Life Stories Client Service Recognition Program is January 2, 2015, at 3:00 P.M. Eastern Time. Submit your true client story about how life insurance, disability income insurance or long-term-care insurance saved the day and you could win: A professional video, featuring you and your client, distributed nationally. A professional flyer made ...

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NAIFA-Virginia encourages members to share Code of Ethics as sign of dedication

NAIFA-Virginia President Steven Holt mailed 3″x5″ cards featuring NAIFA’s Code of Ethics to NAIFA members in Virginia. The project was made possible through a generous gift from the late Colin Govan, a past president of NAIFA-Virginia who inspired the updated version of the code. In his letter, Holt said: “The strength and integrity of our industry are rooted in the ethical ...

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MDRT Big Ideas Workshop: Does Ringo Starr Move His Drum Set After a Gig

Greg Gagne told attendees at NAIFA’s Career Conference and Annual Meeting that owners of financial planning businesses need to focus on what they do best and delegate the rest. “If we want to be more successful, we have to pay people to do things we shouldn’t be doing,” he said. The owner should work on the business rather than in ...

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Dr. Susan Waters: CEO Report

SmileTrain is a cause very close to the heart of NAIFA CEO Dr. Susan Waters. The charity provides sustainable care to children in developing countries in need of corrective surgery for cleft lips and palates by promoting partnerships between local doctors and hospitals. In her CEO Report at NAIFA’s Career Conference and Annual Meeting, Dr. Waters used the example of SmileTrain ...

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Life Happens at 20: Your Most Successful Campaigns

Life Happens, formerly known as the Life Foundation, celebrates its 20th anniversary next month. In this workshop, panelists Brock Jolly, Ryan Pinney and Van Muller shared some of the ways they use Life Happens materials to educate clients and grow their businesses. All three use Life Happens materials throughout the year, not just during Life Insurance Awareness Month. The suggestions ...

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Flirting With the Uninterested: Innovating in a “Sold Not Bought” Category

Maria Ferrante-Schepis in her Saturday main stage presentation told NAIFA 2014 attendees that businesses must continually be open to change and innovation. Businesses that don’t change aren’t likely to survive. In what Ferrante-Schepis calls a “Napster moment,” named after the music-sharing web site that lost out to the more innovative Apple, businesses that are not open to change are likely ...

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The Inner Game of Prospecting

Prospecting remains a critical skill for those wishing to succeed in the insurance and financial services industry, said Connie Kadansky in her educational workshop, “The Inner game of Prospecting: How to Overcome Sales Call Reluctance.” One survey found that 70.8 percent of advisors said they are getting most of their business through direct prospecting. Prospecting may be even more effective ...

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Engagement Marketing: How Associations Win With Email & Social Media

Years ago, social networks and email were called “new media” as they were emerging as marketing tools, Corissa St. Laurent, director of regional development at Constant Contact, told attendees of her Saturday workshop. Today, however, new media is The Media – Twitter, Facebook, Instagram, Facebook have become a constant, regular part of marketing. The key to engagement marketing, St. Laurent ...

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