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Coming Up Next

How to Build a Location Independent Practice that Attracts Dream Clients Like Clockwork with More Free Time

Wednesday, May 12, 2021
2 pm eastern

Being able to market effectively online is a simple but different process that hinges on credibility, shifts, and simple structure that Terrance McMahon will cover in this presentation, giving advisors the steps to have a recession and pandemic proof process to be happier, healthier, and more successful.

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Terrance McMahon

Terrance McMahon
Best Selling Author, TedX Speaker, Coach,
and Expert in Personal and Brand Storytelling

Save the Date for Upcoming NAIFA Live Sessions!

Leveraging FinTech

June 9, 2021, at 2 pm eastern
Jeremy Hallett

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NAIFA Board of Trustees Panel

July 7, 2021, at 2 pm eastern
Tom Michel, National President, NAIFA & NAIFA Board Members

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Overcome It

September 8, 2021, at 2 pm eastern
Austin Hatch

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Core Needs, Wants, and Desire - The Four Stages of the Sales Process

October 13, 2021, at 2 pm eastern
Ezylfie Taylor

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Holiday Cards and Communications with Grieving Clients

November 10, 2021, at 2 pm eastern
Amy Florian

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The Go-Giver Way to Endless Referrals

December 8, 2021, at 2 pm eastern
Bob Burg

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Advocacy Action Center

Protects our industry and your clients by increasing your grassroots efforts. Sign up for the Advocacy Action Center and get involved. You don't need to be a member to sign up, but you do need to be a member to be part of our Grassroots Army.


NAIFA Business Performance Center

Business Performance Center

The Business Performance Center is the product of NAIFA and was put together to provide one area for thought leadership in advanced financial planning concepts for advisors and agents.

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NAIFA's SmartBrief Newsletter

NAIFA's SmartBrief Newsletter

News covering the insurance and financial advising industry. Curated by NAIFA for members & fans.

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Talent Development Center

Focuses on providing personal development programs to serve every stage of a financial service professional’s career.

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Leadership In Life Institute

The Leadership in Life Institute (LILI) is a six-month leadership development program devoted to advancing your personal growth and professional success.

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NAIFA Young Advisor Team (YAT)

Young Advisor Team (YAT)

NAIFA's Young Advisors Team (YAT) is for members who are 40 years of age and under or within their first five years in the industry. YAT was created to ensure that young and new advisors receive the vital tools, resources, and networks necessary to succeed in the financial services industry.

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NAIFA Life and Annuities Certified Professional

Life & Annuities Certified Professional (LACP)

LACP is a mark of distinction for insurance agents and advisors. Distinguish yourself from the competition.

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Advisor Today

Advisor Today has the largest circulation among insurance and financial planning advising magazines. Our mission is to provide practical information, sales ideas, resources and business strategies to help insurance and financial advisors succeed.

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NAIFA's Limited & Extended Care Planning Center (LECP)

Long Term Care Specialty Group

The Limited and Extended Care Planning Center empowers professionals to network with solution and service providers to share best practices, directly access subject matter experts, research, training and resources; and provide thought leadership so we may continue to address the changing needs of the market.

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