NAIFA Weekly Connections

NAIFA Member Benefits Video

More and more NAIFA members are taking advantage of NAIFA’s wide array of Member Benefits. Want to learn more? This seven-minute video walks you through NAIFA’s Professional Development System, including LILI, LUTCF, the NAIFA Seminar Series, NAIFA’s annual Conference, the Industry Awards Program; and Practice Tools and Tips, including the NAIFA Virtual Library, NAIFA Preferred Providers, NAIFA Networks, and NAIFA's Speaker Center.

For more information: Visit http://www.youtube.com/playlist?list=PLE378E03DC3AF76ED&feature=plcp.

The Career Activity Management (CAM) System - NAIFA Edition

The Career Activity Management (CAM) System® - NAIFA Edition is a web-based powerful sales activity and production data analysis tool with customization and coaching support features. Designed to help individual producers track and boost their sales performance and manage their client cases in a comprehensive, accessible manner.

For more information: Visit http://www.naifa.org/benefits/prof_tool_tips/salestools/index.cfm and be sure to login as a member to receive preferred pricing.

Download NAIFA Marketing Coach Stan Hustad’s New Book, Conversations That Count, Performance Mentoring for Financial Advisors

NAIFA Marketing Coach Stan Hustad’s new book, Conversations That Count, Performance Mentoring for Financial Advisors explains everything you need to know about being a mentor and how to start a mentoring program in your office, agency, or firm. Available in the Kindle edition.

For more information: Visit http://www.amazon.com/Having-Conversations-that-Count-ebook/dp/B006Z8B50U/ref=sr_1_2?ie=UTF8&qid=1328030604&sr=8-2 to download the book today.

NAIFA Members Save on Great Devices and Monthly Plans from T-Mobile

NAIFA Members receive special savings from T-Mobile.

Discounts Include:

• 8% on qualifying monthly recurring charges for new/existing customers
• Waived Activation Fees ($35 savings per line)
• Free 2-Day Shipping
• Variety of FREE and discounted devices /tablets with new activation

Switch to T-Mobile today! Contact (866) 464-8662, option 3, Promo Code 15224TMOFAV. State you are a NAIFA member.

For more information: Click here to view the special NAIFA Winter Promotion.

Be Sure to Renew Your E&O Policy with CalSurance

The NAIFA-endorsed Professional Liability Insurance Program is made available exclusively to NAIFA Members by CalSurance® Associates, a division of Brown & Brown of California, Inc. And coming soon – a new online risk management course that saves 10% on your policy and offer two hours of CE credit!

Need to renew? Trying to decide between one policy and another? View the new side-by-side Comparison Sheet.

Advisors Assistant is One Powerful Program

Advisors Assistant is a contact, insurance, and portfolio management program all in one. Written specifically for the financial services industry, Advisors Assistant will help you track so many different types of information about your clients and prospects that you’ll have plenty of opportunities to contact them to build rapport. You’ll also save time and increase your efficiency. NAIFA Members save 10%.

For more information: Call (800)799-4267 or visit www.AdvisorsAssistant.com.

NAIFA Client Cast by RealWealth - The Perfect Member Recruitment Tool

NAIFA’s ClientCast™ by RealWealth® is a FREE monthly 24/7 client web marketing and referral tool designed to educate, inspire and motivate your clients. This turnkey marketing program offers monthly podcasts to help you educate your clients on such topics as life, health, long term care, disability and critical illness insurance. Grace-Marie Turner, President of the Galen Institute, a public policy research organization is the guest this month on NAIFA ClientCast®. Grace will discuss the healthcare law provisions in place now and what changes may take place in the future. Register HERE to start receiving the monthly message and podcast link.

Don’t miss February’s FREE webinar on Friday, February 10 with Matt Anderson of The Referral Authority discussing “Mastering the Key to Referrals: The Specific Referral Request.”  Once you’ve registered for ClientCast®, watch for your invitation. In addition, any NAIFA member that upgrades their ClientCast® service during the month of February will have the one-time set up fee of $99 waived. Free monthly sales webinars are also available.

Register Today! Go to www.naifaclientcast.com.

For more information: Go to info@myrealwealthprofessional.com or call (877) 825-7579.

Smarsh Offers Your Business a Website Design That's Comprehensive, Customizable and Compliant

In today's world, you need a professional presence on the web in order to grow your business and serve your clients effectively and proficiently. Smarsh provides the most comprehensive, affordable website service available to the insurance and financial services industry. Select from more than 50 templates with articles, financial calculators, newsletters, reports and quotes — everything you need to present your professional services and qualifications 24 hours a day, 7 days a week.

NAIFA members pay $39.95 a month — a savings of $5.00 per month — with an initial set-up fee of $99.00 — a savings of $50 off the regular set-up fee. Other fees may apply for domain name registration and email service, if requested.

For more information: Visit www.naifawebsites.net/ or call (800) 593-9228. When calling, be certain to identify yourself as a NAIFA Member.

Subscribe to Hoopis Advisor Network and View Free Monthly Videos

Monthly subscribers to Hoopis Advisor Network for NAIFA may take advantage of free monthly features videos and articles. During the segment, “Telephoning: Attitude, Perspective, and the Art of Tonality” top producer Don Badgley shares insight on how to adjust your attitude toward telephoning to transform it from the most difficult task to the least difficult. Interested in seeing the video? Subscribe today!

For more information: Visit www.han4naifa.com.

Conversations That Count, Performance Mentoring for Financial Advisors

NAIFA Marketing Coach Stan Hustad’s new book, Conversations That Count, Performance Mentoring for Financial Advisors explains everything you need to know about being a mentor and how to start a mentoring program in your office, agency, or firm. This can change how you help new and younger advisors to succeed rather than join the sad group of 89% who fail in the business in their first four years. This book has been well-received and is endorsed by some of the top folks in NAIFA, NAFIC, MDRT, FSP and other service organizations in our industry. Now available in the Kindle edition.

For more information: Visit http://www.amazon.com/Having-Conversations-that-Count-ebook/dp/B006Z8B50U/ref=sr_1_2?ie=UTF8&qid=1328030604&sr=8-2 to download the book today.

 

NAIFA Members Save on Great Devices and Monthly Plans from T-Mobile

Check out the latest cell phones, Android™-powered smartphones, plans, apps, Internet devices, deals, and more for you and your family.

Discounts Include:

• 8% on qualifying monthly recurring charges for new/existing customers
• Waived Activation Fees ($35 savings per line)
• Free 2-Day Shipping
• Variety of FREE and discounted devices /tablets with new activation

Switch to T-Mobile today! Contact (866) 464-8662, option 3, Promo Code 15224TMOFAV. State you are a NAIFA member.

For more information: Click here to see the NAIFA discounted rate plans!!

Mozy.com - Simple, Automatic Secure Online Backup

Mozy is a simple and safe way to back up all of the important files on your computer. A copy of your data is encrypted and stored in a secure, remote location. Use Mozy to ensure your business documents, client information, Microsoft Outlook files, photos, and even music files, are there whenever you need them. NAIFA members save 15% off MozyHome or MozyPro purchases.

For more information: Go to www.mozy.com/naifa.