Advisor Today Blog

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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All Things Government Relations

In an interactive workshop, led by Todd Johnson, Joe Pittman, and Diane Boyle, NAIFA local and state executive explored three ways to take government relations to the next level. Political Involvement Committee APIC is about building long-term relationships between members and lawmakers with a goal of inspiring lawmakers to consider NAIFA’s point of view on issues that affect insurance and ...

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Only 46% of Middle-Market Consumers Own Individual Life Insurance

The need for the Life Insurance Awareness Month campaign currently under way is more important than ever—a recent LIMRA study reveals that only 46 percent of middle-market consumers own individual life insurance. While 60 percent of Americans own group life insurance, the coverage often is less than individual policies and is only in place while the person is employed, according ...

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Dr. Johnson to Lead The American College

The Board of Trustees of The American College of Financial Services has named Robert R. Johnson, Ph.D., CFA, CAIA, as president and CEO, beginning October 1, 2014. Dr. Johnson’s extensive scholarship, experience in investment management, and results in building global awareness for financial services education, make him uniquely qualified to lead The American College. “Dr. Johnson will continue The American ...

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NAIFA Annual Report Now Available

The NAIFA 2013-2014 Annual Report is now available. The report contains messages from the NAIFA President, John Nichols, MSM, CLU, as well as from NAIFA’s CEO, Dr. Susan Waters, CAE. Included in the report are also committee updates from several NAIFA volunteers who have taken time from their busy schedules to serve as heads of the association’s national committees. To ...

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