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NAIFA members have exclusive, free and unlimited access to this extensive library filled with resources to support financial advisors and insurance agents:
Practice Tools and Tips
Practice management tools and tips developed to help you grow and succeed in your business.
Priority Planning Concept
The simplest and most effective selling concept in the industry. Includes all the tools and sales tracks needed for implementation.
Forms for gathering facts about your clients for a variety of personal, business and estate needs.
Complete concept presentations for virtually all personal, business and estate needs.
Hundreds of conceptual personal, business and estate planning ideas for your clients, reduced to one simple page.
Referred Lead Generator
The RLG is a "prospecting engine" that provides names of a current client's neighbors. These names can then be used to begin the referred lead process.
Target Market Generator
The TMLG is a "prospecting engine" that allows you to target all the doctors, lawyers, florists, etc. in a small city or zip code. Specimen Documents:
Specimen documents to help your client's attorney prepare insurance-related documents.
Printable answers to common tax questions about life and health insurance and annuities with links to and a "road map" of the entire US Tax Code.
Building Your Financial Services Practice
This book identifies the 6 systems a producer needs to succeed and tells how to establish them. Many agents have found this book a great way to critique their own business, while others have found it invaluable in 'bringing in a junior' associate for succession planning.
Articles and quotes by "masters" such as Jim Rohn, Zig Ziglar, Brian Tracy, Tom Hopkins and many others.