New! – LIMRA / NAIFA Market Awareness Series
For more information
Diane W. Powers
Vice President,
Professional Development & Education
(703) 770-8226
dpowers@naifa.org
In this new joint venture, NAIFA joins LIMRA in offering to NAIFA members as a free member benefit a monthly online video-based seminar series. NAIFA members have unlimited access to each of the following programs showcased for the month indicated.
The LIMRA / NAIFA Market Awareness Series is only available to NAIFA members. Please log-in (above) to access the link to the LIMRA site.
Each video is 30-40 minutes in length and features LIMRA subject matter experts for the selected topic. All programs are designed to provide you background information on the topic, explain what this means to you as an advisor or agent and include sales tips for presenting the material to clients.
October 2008 – The 21st Century Retirement Market
People are living longer, employers are getting out of the retiree benefit business, and confidence in Social Security is waning. Now is the time to get excited about this massive market opportunity by delving into what consumers say they need, what consumers don’t know they need, who they view as the financial advisor of choice, and how to position yourself to successfully serve these consumers.
November 2008 - Recruiting Sales Talent: It’s Not the Same Old Game
Have you ever wondered why your recruiting program isn’t delivering better results? It may be that many of the tactics used in the past simply don’t work today. Think more strategically about your recruiting program to transform it from a passive process that targets active candidates into an active process that targets high-quality, “passive” candidates.
December 2008 - Building a Retirement Practice
To build a retirement practice, you must first find prospects and convince them to schedule appointments. Learn the three primary types of retirement planning, how to segment current clients, and how to generate new prospects. Equally important, learn how to manage objections to retirement planning and position your process--not the product
January 2009 - Gaining a Competitive Edge with the 50+ Market
The market of consumers who are 50 and older is large, lucrative, and more diverse than most people realize. Learn about its sub-segments so they can increase sales, enhance service, and attract and retain more clients.
February 2009 - The Women’s Market: It’s Time
Women are increasingly affluent, are becoming business owners at record rates, and participate in most major purchase decisions. Learn about the unique financial services needs of women and the products and services to bring to this highly receptive market. Explore the myths and realities and gain a rich understanding of the different communication approaches to successfully sell to women.
March 2009 - Becoming a Trusted Retirement Advisor
Financial services advisors know that trust with their clients is essential. However, once they get that one-on-one meeting, many miss opportunities with poor delivery. Retirees control billions in assets yet have hundreds of questions about being able to afford the future. Learn how to turn sentiments surrounding retirement into sales.
Look for more topics in the months ahead!