NAIFA Teams with Horsesmouth to Help Advisors Succeed
Leading Agent Group Gets Online Information and Resources from the “Source”
October 17, 2006 – The National Association of Insurance and Financial Advisors (NAIFA) has gone to the source—Horsesmouth—to provide its members with the information and resources needed to succeed in the competitive financial services marketplace.
NAIFA, the nation’s largest member organization for insurance agents and financial advisors, has partnered with Horsesmouth, a leading provider of online products and services for financial advisors. Horsesmouth’s offerings help advisors excel in areas such as sales and marketing, investment strategies, money and wealth management, and practice management.
“Horsesmouth is the ideal practice management tool and a great addition to our unique array of member benefit programs,” said NAIFA President John Davidson, LUTCF. “The value in this program is increasing as more and more financial professionals are going the independent route. As an individual practitioner, the depth of information within the daily and weekly emails will prove a great addition to anyone’s practice.”
Everyday, the Horsesmouth staff and expert contributors provide NAIFA members with the essential information necessary to advance their business plan and build the relationships to grow their practice. NAIFA members receive action-oriented ideas including:
- Client-referral strategies that bring new business
- Team-building tactics that strengthen their practice
- Prospecting case studies that deliver fresh ideas
- Retirement-income planning models that stretch portfolios
- Tax-planning techniques based on new IRS rulings
- Strategies for managing their fee-based business
- Practice management insights that save them time
- Investing strategies and theories explained concisely
- Asset-allocation approaches that build sound portfolios
NAIFA members receive a 90-day free trial—plus a second 90 days free with a discounted annual Horsesmouth membership of $189 a year (15 months for the price of 12—a savings of $75). Their annual Horsesmouth membership includes a copy of Horsesmouth’s ground-breaking action research report,
Automatic Referrals: How to Instill Discipline in Your Referral Strategy and Guide Your Clients to Deliver Perfect Prospects Every Time. As a Horsesmouth member, NAIFA members will also gain instant access to more than 4,000 practical, how-to, action-oriented features in such areas as sales and marketing, investment strategies, money management, financial planning, wealth management, client strategies and management, practice management, and business planning.
As a free benefit, NAIFA members also receive an exclusive, bi-weekly electronic newsletter called The NAIFA Advantage. Developed by Horsesmouth and NAIFA, the emailed newsletter contains links to practice-oriented articles and resources from Horsesmouth, as well as links to current NAIFA issues and topics.
“Horsesmouth specializes in helping advisors find new prospects and turning them into profitable clients,” said Horsesmouth co-founder and CEO William T. Nicklin. “We’re excited about delivering our service to NAIFA members, and we're proud to be teamed with an organization that has such a long history of vigorously promoting the success of its members.”
About NAIFA: Founded in 1890 as the National Association of Life Underwriters, the National Association of Insurance and Financial Advisors comprises 800 state and local associations representing the business interests of 225,000 members and their employees nationwide. Members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. NAIFA's website can be accessed at www.naifa.org.
About Horsesmouth: Founded in 1996 and based in New York’s financial district, Horsesmouth services include special online tools, including a Business Plan Builder, a broad selection of email newsletters, and moderated discussion groups featuring more than 40 industry experts and coaches helping advisors solve their specific problems. Its flagship product is a daily, online service that helps financial advisors increase their sales, work with their clients, and manage their practices.