NAIFA Sales, Marketing and Prospecting Tools

As a NAIFA member you have access to unique sales, prospecting, and marketing tools designed to help you succeed—all offered at special member rates.

Diane W. Powers
Vice President,
Professional Development & Education
(703) 770-8226
dpowers@naifa.org

The Career Activity Management (CAM) System® - NAIFA Edition
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 yet readily accessible manner and offered to NAIFA members at a preferred price.

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Log in with your NAIFA I.D. (above) to access this link:

Producer Plus Assistant one year license

The ValuePitch Process™
An online video training program designed with features unique to NAIFA members that employs a four-step process to help you identify, refine and build your “elevator speech.”

LIMRA/NAIFA Sales Booster Assessment Tool
LIMRA and NAIFA have partnered to offer Sales Booster™, a sales development tool that is designed to help producers align their thinking with their sales objectives as well as uncover tendencies that may unknowingly prevent them from achieving better results.

LIFE Foundation Materials
As a NAIFA member, you can put the resources of the Life and Health Insurance Foundation for Education (LIFE) to work to increase your bottom line. LIFE has print materials, video-based resources, and TV and radio commercials at great discounts to NAIFA members.

Million Dollar Marketing System
A comprehensive marketing program developed by Annette Bau, CFP® and delivered in eight online modules with optional coaching support that helps you identify your target market, create a marketing plan and effective follow-up system, and generate leads and referrals. Offered to NAIFA members at a special discount.

Grow Your Business Working with Affluent Women
This program developed by Annette Bau, CFP® is for advisors who want to see if the Affluent Women market is right for them. You’ll get a great overview of the niche and learn which type of Affluent Women you’re most compatible with. You’ll learn details about the three types of Affluent Women, including their likes, dislikes, typical professions, favorite charities, investing habits and much more. NAIFA members receive a special discount.

The One Page Business Plan® - Financial Services Edition
An efficient and effective step-by-step process that will help you develop an actionable business plan to take your practice to the next level. This powerful tool includes valuable tips, templates, and examples specifically for agents and advisors. Available in either a workbook/CD package or online version and offered to NAIFA members at a special discount.

Log in with your NAIFA I.D. (above) for more information or to purchase