Advisor Today - September/October 2012 - (Page 52)

NAIFA news PROFESSIONAL DEVELOPMENT AND EDUCATION New from NAIFA: Career QuickStart I n collaboration with The American College and Insurance Coach U President, Bob Arzt, NAIFA is offering CareerQuickStart Program to members. The Career QuickStart Program is a powerhouse training package that combines prospecting and sales skills with businessplanning tools and professional coaching. The program will benefit you and your business in many ways. In using it, you will learn how to: ■ Take a step back and re-evaluate your business. ■ Focus more on the organization and structure of your business. Identify, select and target more potential prospects. ■ Enhance your management skills. This limited-time offer is available at a special introductory price of $549 for NAIFA members. You won’t find a more comprehensive, cost-effective success program anywhere. Classes for the fall Career QuickStart Program begin on October 25, 2012, and go until January 17, 2013. To learn more and to register for this exciting new program, visit http:// ■ ■ IFAPAC’s 2012 Top Achievers (By participation percentage) Hawaii – 26.40% Nebraska – 25.60% Delaware – 25.00% Mississippi – 22.10% South Dakota – 21.90% (As of June 30, 2012) Grow Your Business with Financial Visions Website A s a financial advisor, your website is as much a basic necessity as a business card or telephone. Your clients and prospects expect you to have one, and any advisor without a website today is working at a competitive disadvantage. A website is your foundation for conducting steady online marketing activities and a critical aspect of building your referral network. Smarsh Financial Visions Websites has been a NAIFA Preferred Provider for more than a decade and provides the most comprehensive, affordable website service available to the insurance and financial-services industry. Select from more than 50 templates with articles, financial calculators, newsletters, reports and quotes—everything you need to present your professional services and qualifications 24 hours a day, 7 days a week. You can begin by setting up your customized website at www. While visiting this site, take a tour and see just how easy it is to provide a wealth of information and services to your clients and prospects through your own personalized website. Compliance is a factor for many advisors who are building a website, and Smarsh has created the Financial Visions Compliance Manager to answer any compliance questions or concerns. You can also sign up to receive the free report “Ten Ways For Insurance and Financial Advisors to Use a Website To Generate More Business.” Once you sign up, you’ll receive Smarsh’s valuable marketing tips newsletter, and be invited to participate in Smarsh’s free web conferences covering web-marketing techniques for financial and insurance advisors. “We changed broker dealers and knew we would need to make a website change because of that. Smarsh (Financial Visions Websites) offered us more benefits and was more in tune with what our industry is all about,” says NAIFA member Larry Lee, CLU, ChFC. “I was impressed by that, plus the options they already had in place that I knew would be compliance approved.” NAIFA members pay $39.95 a month—a savings of $5 per month— with an initial set-up fee of $99—a savings of $50 off the regular set-up fee. Other fees may apply for domain name registration and email service, if requested. For additional information about  Smarsh Financial Visions Websites, visit or call 800-593-9228. ■ Teri Shaw is marketing director, Professional Development & Education, at NAIFA. Contact her at 703-770-8225. 52 ADVISOR TODAY | September/October 2012

Table of Contents for the Digital Edition of Advisor Today - September/October 2012

From The Editor
Making the Transition
Will We Avoid the Fiscal Cliff at the End of 2012?
Boosting Retirement Plan Participation
Protecting Younger Workers’ Greatest Asset
From Term to Perm
Demystifying Life Insurance
Four Under Forty
My Best Sales Ideas
NAIFA Government Relations
Insuring People in the World of Sports
Advertiser Index
Back Page

Advisor Today - September/October 2012