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NAIFA INSIGHTS

Be Aggressive When Pre-underwriting Your Client

Don’t take underwriting for granted. Clients don’t like surprises and neither should you.

October 2017 |  Read Article

The Business Case for Having a Culturally Diverse Workforce

The ability to reach new markets is a major reason many companies are trying to attract and retain culturally diverse advisors.

September 2017 |  Read Article

All Good Prospects Have These Nine Things in Common

What to look for as you build your prospect pipeline.

August 2017 |  Read Article

States Should Not Be Competing With Retirement-Plan Advisors

Advisors already offer a wide range of products to help Americans prepare for a financially secure retirement.

July 2017 |  Read Article

Finding Success by Serving Main Street America

Start by going above and beyond what is expected, acting as a resource, and playing an active role in the community.

June 2017 |  Read Article

You’re Only as Good as Your Team

A team that helps you support your clients’ needs during and after a sale is the magic ingredient for more sales, more generational business, more referrals, and nearly perfect client retention.

May 2017 |  Read Article

Building a Successful Practice: It All Starts With You

Start by knowing yourself and your team, and surrounding yourself with the people, resources and programs that will help you succeed.

March 2017 |  Read Article

A Goal Not Written Down Is Merely a Wish

Suggestions that will lead you to a massively successful year.

February 2017 |  Read Article

What the Next Gen Should Know About the Family Biz

When you’re the next generation to join the practice, you must represent the agency the same way the older generation and the rest of the staff have done.

January 2017 |  Read Article

What to Know Before You Bring in the Next Generation

Get the right person for the job, support them, have clear expectations and put things in writing.

December 2016 |  Read Article

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