1 / 43

NAIFA Member Benefits

The NAIFA member value proposition: NAIFA protects your business through effective advocacy, government relations and political action

taji
Download Presentation

NAIFA Member Benefits

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. The NAIFA member value proposition: NAIFA protects your business through effective advocacy, government relations and political action NAIFA helps keep you in business by offering a wide array of professional development and educational programs, networking opportunities and products and services to enhance your practice NAIFA promotes the ethical conduct of its members NAIFA Member Benefits

  2. Single most important NAIFA member benefit Powerful and experienced government relations and political grassroots team Serves as NAIFA member’s voice on Capitol Hill and personal advocate in Washington, DC and state legislatures Educates and lobbies lawmakers to protect the insurance and financial services industry and the interests of NAIFA member’s clients NAIFA Advocacy, Government Relations and Political Action

  3. NAIFA’s rich array of professional programs and products are designed to enhance your knowledge and skills, provide value-added business services, and create critical networking and mentoring opportunities, when, where and how you want them. NAIFA Professional DevelopmentSystem

  4. The NAIFA Professional Development System is organized along five tracks: NAIFA Professional Programs NAIFA Professional Tools and Tips NAIFA Preferred Providers NAIFA Networks NAIFA Speaker Center NAIFA Professional DevelopmentSystem

  5. NAIFA Professional DevelopmentSystem

  6. The Professional Programs track is comprised of six components developed to provide you with comprehensive, industry-leading education and training to enhance your knowledge, improve your skills, and raise your professional standing. NAIFA Professional Programs

  7. Product/Industry Knowledge Programs NAIFA Sales System NAIFA Leadership in Life Institute (LILI) NAIFA Online Seminar Series NAIFA Career Conference and Annual Meeting NAIFA Industry Awards Program NAIFA Professional Programs

  8. Product/Industry and Knowledge Programs A comprehensive program of study that includes more than 60 courses and 19 designations, including LUTCF and FSS, across five practice specialties and three career stages. NAIFA members receive discounts on select courses offered through AHIP, AICPU and The American College NAIFA Professional Programs

  9. NAIFA Professional Programs

  10. NAIFA Professional Programs

  11. NAIFA Professional Programs

  12. NAIFA Sales System Proven sales skills development program 12 online training modules based on the concepts found in the book, Integrity Selling of the 21st Century by Ron Willingham 8 group telecoaching sessions led by experienced sales coach, Bob Arzt, CLU, ChFC, LLIF, founder of Insurance Coach U™ 2010 class registration deadlines—June 3rd for summer session, September 9th for fall session NAIFA Professional Programs

  13. NAIFA Leadership in Life Institute (LILI) Six-month leadership development program Topics include time management, vision and mission statements, effective relationship building, and business plans Based on the thought leadership of Stephen Covey, Jim Collins, John Maxwell, and Kouzes & Posner NAIFA Professional Programs

  14. NAIFA Online Seminar Series Video-based online training series Topics include practice management, sales, marketing, and prospecting Content specific to each career stage Each program is available for $30 which gives the participant 24/7 access for 12 months from date of purchase. NAIFA Professional Programs

  15. NAIFA Online Seminar Series – Program Titles “Survive and Thrive in Your First Three Years” “The 6 Steps to an Effective Referral Conversation” “Hiring the Ideal Assistant” “Succession Planning” NAIFA Professional Programs

  16. LIMRA and NAIFA have also collaborated together to provide NAIFA member access to two additional online seminars as a free NAIFA member benefit. Market Awareness Series – features a different online video every month on a timely topic, presented by a LIMRA subject matter Anti-Money Laundering (AML) Program – this program satisfies the rules and regulations of the US Dept of Treasury NAIFA Professional Programs

  17. NAIFA Career Conference and Annual Meeting New overall program design and focus Features more than 30 educational and networking sessions organized along 8 tracks, several eligible for CE credit Topics include: Four industry-specific practice specialties Practice management Sales, prospecting, and marketing Leadership Development NAIFA Connections NAIFA Professional Programs

  18. NAIFA Industry Awards Program Recognizes NAIFA members forexcellence as indicated by quality service and sales achievement National Quality Award National Sales Achievement Award National Multiline Sales Award NAIFA Professional Programs

  19. NAIFA Virtual Library Comprehensive, user-friendly online resource tool Supports a financial advisor or insurance agent regardless of his/her practice specialty or career level Members receive free, unlimited access NAIFA Virtual Assistant Upgraded version of the NAIFA Virtual Library Available for NAIFA members at a discounted rate of $17.95/month NAIFA Professional Practice Tools & Tips

  20. NAIFA Bookstore Features resource materials authored by NAIFA members and strategic partners on topics of interest including sales, marketing, prospecting, and practice development. Available on NAIFA’s Marketplace. “What Every Great Salesperson Knows-A No-nonsense Guide to Sales Success by Bob Arzt - $18.95 NAIFA Member price “Introduction to the Insurance and Financial Services Industry” DVD $20.00 NAIFA Member price “The Financial Mistakes of New College Grads” by Joe Templin - $13.49 NAIFA Member price or $6.29 for the e-book Plus many more titles! NAIFA Professional Practice Tools & Tips

  21. NAIFA Sales, Prospecting, and Marketing Tools Sales, prospecting and marketing tools available at special member discounted rates NAIFA Professional Practice Tools & Tips

  22. NAIFA-Alberstein Career Activity Management (CAM) Report™ Microsoft Windows-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 NAIFA member price - $89.95; if packaged with Productivity Planner - $99.95 NAIFA Professional Practice Tools & Tips

  23. NAIFA-Alberstein Productivity Planner™ Perfect companion to the online NAIFA-Alberstein CAM Report Paper-based tool that helps you efficiently manage the organization of daily contacts, appointments, presentations, and results NAIFA Member Price: $18 NAIFA Professional Practice Tools & Tips

  24. The ValuePitch Process™ Online video training program Designed with features unique to NAIFA members Employs a four-step process to help you identify, refine and build your “elevator pitch” NAIFA Member Offer: $125 NAIFA Professional Practice Tools & Tips

  25. LIMRA / NAIFA Sales Booster Assessment Tool™ Sales development tool Designed to help producers align their thinking with their sales objectives Helps uncover tendencies that may unknowingly prevent producers from achieving better results NAIFA Member Price: $30 NAIFA Professional Practice Tools & Tips

  26. LIFE Foundation Print and multimedia consumer educational materials Links to LIFE website Online idea exchange with agent examples National industry-wide awareness campaigns Both free resources and others offered at special NAIFA Member discount rates NAIFA Professional Practice Tools & Tips

  27. NAIFA offers member discounts on the following products, programs and services: Business / Management Tools Copytalk, Smarsh Financial Visions Websites, Horsesmouth Client Management, Sales and Marketing Tools Basic Guru, Salesgenie.com, Simplified Training Solutions, TASC Business Services Bank of America, Brooks Brothers, Jos. A. Bank, Eliminate ID Theft, FedEx, Hewlett-Packard, Mozy.com, Office Depot, UPS Insurance / Health Programs Aon, Kelsey, eDocAmerica NAIFA Preferred Providers

  28. NAIFA Netsite Online social networking sites for NAIFA members including YATs and LILI alums. LILI: Leadership in Life Institute alumni site YAT: Young Advisors Team LinkedIn site NAIFA Networks

  29. NAIFA Neighborhood Network Brings NAIFA agents and advisors together with professionals from other industries including accountants and attorneys. Coming Soon! NAIFA Networks

  30. NAIFA Mentor Center Matches early career agents and advisors with more established and accomplished producers to help improve business practices. NAIFA Networks

  31. NAIFA Coach Partnership with a select group of experienced, industry-focused coaches Opportunities for individual and group coaching sessions at a special member rate Access to products and programs created by this coach community to further enhance your growth and success NAIFA Networks

  32. NAIFA Coach NAIFA Sales Coach – Bob Arzt, Insurance Coach U NAIFA Marketing Coach – Stan Hustad, PTM Group NAIFA Practice Development Coach – Norm Trainor, The Covenant Group NAIFA Networks

  33. NAIFA Programs in a Box NAIFA ProCast NAIFA and MDRT Speakers Bureaus NAIFA Spokesperson Directory NAIFA Speakers Online Library NAIFA Speaker Center

  34. NAIFA Speaker Center

  35. NAIFA Procast Podcasts featuring industry experts discussing timely topics NAIFA’s Advisor Today Free Podcast series—“Building a More Successful Practice” NAIFA and MDRT Speakers Bureaus Roster of industry experts available to speak at state and local events NAIFA Spokesperson Directory Roster of NAIFA members who serve as issues-based subject matter experts and are available for local media outreach NAIFA Speaker Center

  36. NAIFA Speakers Online Library NAIFA Live Learning Center Archived NAIFA Convention and Career Conference workshop audio recordings Synchronized to the session PowerPoint presentations. Also includes user notes, online handouts and the MP3 file for downloads General Session main stage presentations provided in streaming video or for download NAIFA Speaker Center

  37. Created for NAIFA members who are under 40 years of age or within their first five years in the industry Focused networking opportunities at every level within the federation Unique products, programs and services designed to help advance the development of this professional group NAIFA Young Advisors Team

  38. We hope what you have seen today will peak your interest and that you will take advantage of these new and unique member benefits available through NAIFA. For more information visit www.naifa.org Bottom line—NAIFA delivers significant value for your membership! Conclusion

More Related