Sign up Now for Performance + Purpose 2016!

August 15, 2016

I encourage all YATs to attend NAIFA’s Performance + Purpose 2016 Annual Conference next month in Las Vegas.  Your return on investment will be well worth the time and expense involved.  This year’s re-branding of the annual conference will bring fresh ideas on education, motivation and the first opportunity to volunteer during conference, at the Stop Hunger Now event. From my personal experience with past conferences, I’ve always come away with renewed energy and passion for the industry...

Becoming a Better Networker

August 15, 2016

By Robert A. Arzt, CLU, ChFC, LLIF One of the most effective ways to connect with prospects is to first develop a relationship with them.  The best way to do this is through networking and by getting favorable introductions. But many people are fearful about meeting and talking with people they don't know. By not overcoming this obstacle, they miss opportunities to connect with potential prospects and even centers of influence. So what are these fears, and how do you overcome them...

Americans Prefer "People Plus” Technology

August 15, 2016

By Ayo Mseka According to findings from Northwestern Mutual's 2016 Planning & Progress Study , the established value of human advice in financial planning is not easily replaced by technology alone. When asked how they would prefer to receive financial advice, the majority (54%) said the ideal solution combines a human relationship with technology, while a full third (33%) prioritized a human relationship above all else. Notably, the appetite for a fully automated (robo) solution...