On-Demand Archives

Using the case study format, James S. Aussem, JD, AEP will lead the discussion of exit planning for three different types of financial practices, these include a Financial Planning practice, a Financial Planning and Insurance practice, and a practice specializing in Life Insurance, Long Term Care Insurance, and Disability Income. The goal will be to provide exit planning guidance and solutions through a discussion that will include current issues, key issues universal to a transaction, trigger events, and structure of a transaction.

NAIFA Secretary and former NBA basketball player Christopher Gandy, NAIFA Trustee and marathon runner Carina Hatfield, Former MLB pitcher Jacob Turner, and West Point Graduate and U.S. Army Veteran Kathleen Owings join forces for NAIFA’s Competitive Edge, an interactive NAIFA Live panel discussion.

Loyal NAIFA member since 1982 and President & CEO of MassMutual Greater Houston, J.K. McAndrews, CLU, along with NAIFA-Houston President and Chief Growth Officer of MassMutual Greater Houston, Lena Allouche, will present during a special NAIFA Live this month.

Our expert panel will help you with your business' year-end planning as 2023 winds down. Close out the year and start off 2024 with all the tools you need to succeed.

During this session, you'll receive language, tools, and techniques to apply to your sales process to differentiate practice in the market. We begin with insights into today’s consumer mindset that creates procrastination: lack of trust, fear, and confusion. You’ll learn field-tested practices to enhance your process for business development, collaborative discovery, applying behavioral economics techniques, and increasing the efficiency of your practice.

Tom Henske, Founder of The Affluent Insurance Advisor and author of "It Makes Total Cents" shares tips on Financial Literacy and other great sales tips to better serve your clients.

Howard Sharfman, Senior Managing Director at NFP Solutions and one of Forbes’ 2021 Top Financial Security Professionals, as he moderates a panel, sponsored by Penn Mutual, featuring top industry talent imparting their stories, advice, and strategies to help you bolster your business. 

On Thursday, April 20, NAIFA Live welcomed Eryka Morehead, Robert Fenby, and Warren McGuire for "Success in Abundance: Lessons from Today's Industry Phenoms." Sponsored by Penn Mutual and moderated by Howard Sharfman, this high-performing panel shared their stories of success and unique business concepts for advisors to adopt into their professional careers.

On Thursday, March 16, 2023, Deirdre Van Nest, Founder of Crazy Good Talks, NAIFA Coaches Circle founding member, and loyal NAIFA member since 2022, led NAIFA Live with the session “Get to the Yes! – How to Increase Trust, Connection, and Likeability in 3 Minutes or Less.” At this month's NAIFA Live, Deirdre showed advisors how to create and use their Personal Brand Why Story to connect with ideal clients, as well as accelerate trust and buy-in for new ones.

On Thursday, February 16, 2023, Kari Gillenwater, Founder and CEO of Gillenwater Consulting Group, led NAIFA Live with the session “Your Team is Your Business – How to Assess, Hire, and Retain the Talent YOU Need.”During this presentation, Kari shared proven strategies that high-performing teams use to collaborate more effectively, find and retain the right-fit talent, and get more done in less time.

These unusual paths have led our January NAIFA Live presenters to life-changing results and wealth accumulation. Their success began with ideas that followed no set template, ideas formed in curiosity, insight, and possibility. 

Join Hunter Gimbel, Doug Grady, and Caleb Guilliams as they introduce you to concepts that you will not hear in your current environment and perspectives that will open the door to unimaginable success. Hosted by Howard Sharfman, Senior Managing Director at NFP Insurance Solutions, NAIFA brings you the top young talent as they share transferable sales ideas that you can implement immediately. 

He has been bitten by two dogs in one year. He has slept in his truck. Before his appointments, he stocked shelves at Lowe's. From these hard and dangerous beginnings, Rick Demko now ranks among the top insurance and financial advisors in the country.

How did Rick Demko emerge from his difficult start to become one of the top producers in the entire United States? Join us for “From the Kitchen Table to the Top of the Table” as Rick explains his path that led him to unimaginable success by serving thousands of families.

In 2003, Staff Sergeant and interrogator, Eric Maddox collected the intelligence which led to the exact location and capture of Saddam Hussein using his Empathy Based Listening technique.

Empathy Based Listening is one of the most powerful tools you will discover for business communication. When applied it will lead to deeper trust, understanding and connections in all your conversations.

This presentation is intended for all NAIFA Members who want to improve their listening skills while learning the compelling story of Eric Maddox.

In close to half a century as an insurance agent, Van has seen it all. Business cycles, bull markets, bear markets, volatility, and even crisis. However, there has always been one constant, opportunity. Join Van Mueller as he shows you how to capitalize on the present uncertainty for the benefit of you and your clients. Indeed, your ability to provide solid planning and peace of mind makes this the greatest time ever to be an insurance and financial professional.

Former NAIFA Trustee and managing director with Principal Financial Group, Steve Saladino, is a prime example of doing the hard things well, the things that will drive future success. Join Steve as he shows how his early training as a United States Army Airborne Paratrooper helped cultivate the habits that would lead this 31-year industry veteran to the top.

You high net-worth clients and business owners rely on you. Have you considered incorporating premium financing into your estate planning services? Premium financing is an emerging and vital planning strategy, one your clients cannot afford to miss.

This NAIFA Live is intended for NAIFA Members who are involved in estate planning, advanced planning, or who want to learn more about this advanced planning topic.

In this session, Eleanor will describe her “three buckets” level setting approach that is used as part of every first client meeting and again when a new advisor or center of influence is added to the team. 

Join Sheryl Hickerson, CEO of Females and Finance as she helps you discover new digital marketing opportunities for results you never thought possible. Sheryl understands the unique challenges of marketing in 2022, prospective clients are busy, distracted, and easily bored. Through this informative NAIFA Live broadcast, intended for all insurance and financial advisors, you will learn how to cut through the distraction to turn bored prospects into engaged clients.

This broadcast is intended for all insurance and financial advisors who wish to be inspired by the world of sports to discover the profound meaning within their lives and businesses.

Ross' program is all about the DNA of what makes champions in sports so unique and how that relates to business. It’s based on a series of books he wrote in which he was able to interview more than 1,000 professional athletes and coaches that all had one thing in common — they were all members of championship teams. In his research, he concluded that the same metrics and characteristics that were common among champions in sports were also common among peak performers in the business. There are reasons certain teams win consistently, whereas others don't... and Ross explains why.

Client acquisition must never stop. The challenge is, in today’s world, the last person a prospect wants to hear from right now is a “cold call” advisor with an irrelevant message. Thankfully there is a solution – the Evolution of Client Acquisition.

Join Hall of Fame Speaker and Best-Selling Author, Sam Richter for this high-energy program. Through the knowledge gained and resources provided during this dynamic program, you will be able to immediately implement what you will learn to grow your business.

In his “Dawn of the New Normal” presentation, Eszylfie will take a timely look at how to successfully navigate your practice during these challenging times. He will help you put these times into perspective with the right mindset and show you how to conduct MORE meetings by becoming a power marketer using technology and social media. In addition, Eszylfie will share sales ideas he uses in his own practice that you can begin to implement immediately to generate your biggest months of production ever.

Austin Hatch has survived two plane crashes, both of which claimed family members including his parents. Austin had to search to find the answer as to how he could thrive despite the adversity he faced. He went on to play basketball at The University of Michigan and is now a full-time motivational speaker with a powerful message of applying grit to our daily lives.

We all face challenges and Austin’s story of overcoming unimaginable loss is a source of inspiration for anyone who seeks to grow from adversity. During this presentation, Austin will explain the components of his G.R.I.T. Framework and how we can use G.R.I.T. to help us achieve any goal we set.

This webinar is for anyone who would like a better understanding of how successful insurance and financial services practices are created, what it takes to get to the top, and how to stay there. Our panelists also discuss the role that NAIFA has played in their success and the importance of giving back through service to NAIFA.

Technology is setting the pace for new processes and opportunities to create better consumer experiences. These opportunities will disrupt all industries and insurance is no exception. Agents and advisors will successfully leverage technology by seeing what the digital disruptors are offering American consumers and by evolving with the new world that has already arrived. Agents and advisors who are looking to envision their business’ future will find this presentation valuable.

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

Designed to fuel the achievement of insurance and financial advisors who want to take their game to the next level, the April installment of the NAIFA Live interactive series features Best Selling Author and Founder of Outperform the Norm, Scott Welle. 

Join us as Phil shows you what a CPA’s business looks like and how this impacts the creation of networking partnerships. Phil will provide an overview of the how, what, and why of successful value-based, marketing-driven partnership business models. These models work by successfully leveraging existing professional client relationships and are a benefit to all parties.

Top producer and NAIFA Board of Trustee, Chris Gandy will share lessons that he learned while navigating his financial services career path. This session will provide great tools and resources to help your business grow.

Five NAIFA advisors consider what they know now what they wish they would have known then.  These tips are relevant to all advisors, if you are new to the industry or a seasoned veteran.