Member Benefits
Get the Competitive Edge with the LIMRA Market Awareness Series
NAIFA and LIMRA have joined together to offer members free, unlimited access to a monthly online video-based seminar series.
To build a retirement practice, you must first find prospects and convince them to schedule appointments. In the June session, you will 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.
Gaining a competitive edge with the 50-plus market can be a challenge. The market of consumers who are 50 and older is large, lucrative, and more diverse than most people realize. In the July session, learn about its sub-segments so you can increase sales, enhance service, and attract and retain more clients.
For more information: See the LIMRA section of the NAIFA website or call the Professional Development Department at 877-866-2432.
NAIFA Professional Liability Program Enhancements Continue
The NAIFA Professional Liability Program has been enhanced to include a regulatory inquiry and subpoena expenses endorsement. It will provide payment up to $5,000 for attorney fees and court costs to assist in responding to listed types of investigations, or defense costs incurred in responding to subpoenas related to professional services. These payments are not subject to the policy deductible and do not reduce the policy limits of liability.
To view program highlights of the NAIFA-endorsed Professional Liability Insurance Program, click here.
Why should you purchase the NAIFA-endorsed policy over others? To find out the unique benefits, click here.
For more information: Contact Susan Waters, NAIFA Deputy CEO, (703) 770-8102.
Members Order More Than 1,000 Copies of New Member Benefits DVD; Request Yours Today
The NAIFA Professional Development System has been developed to provide members with high-value products, programs, and services at every stage of their careers. This System offers our membership rich resources along five tracks – Professional Programs, Professional Practice Tools and Tips, Preferred Providers, Networks, and a Speaker Center.
To help show our members how easy it is to gain access to expert knowledge and skills, value-added business services, and abundant networking and mentoring opportunities, the NAIFA Professional Development and Education Department has developed the NAIFA Member Benefits Overview DVD.
In this new 15-minute DVD, the key elements of the NAIFA Professional Development System are highlighted using the online PDS tutorial and select sites on the Member Benefits section of the NAIFA website. Use this to showcase the benefits of NAIFA membership at local or state events, carrier company presentations, or board and committee meetings or to gain a more comprehensive understanding on a personal level. Order your copy today!
Two Easy Ways to Order: Order online via the NAIFA Marketplace at http://bit.ly/naifapdsdvd or call 1-877-TO-NAIFA (reference catalog No. MB-OVW).
NAIFA Teams with Eliminate ID Theft to Offer Members Identity Theft Protection
Eliminate ID Theft, the trusted source for identity protection and credit-monitoring services, has teamed with NAIFA to provide members with Eliminate ID Theft’s protection and credit-monitoring services.
NAIFA Members may now take advantage of the following services:
- Detection services that provide clients with e-mail alerts to inform them about critical changes to their credit report
- Unlimited access to customers’ triple bureau credit report providing for daily credit pulls without affecting the credit score
- All three credit scores; credit restoration and recovery from fraud
- Identity theft reimbursement coverage of up to $25,000 provided by Travelers Property and Casualty
- Free Panda antivirus & antispyware software
- Online encrypted data storage provided by MyESafeDepositBox
NAIFA Members receive a discount on individual monthly and yearly plans as well as discounts on individual/spouse plans.
For more information: Call the NAIFA Professional Development Department at (877) 866-2432 or sign up at www.eliminateidtheft.com/naifa.
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