Advisor Today - March/April 2016 - (Page 47)

NAIFA news Classes for the New LUTCF Now Forming about his LUTCF experience: "Being in the business for 10 years, I didn't think I'd learn anything, but boy was I wrong." "For an industry veteran like Carter," the article pointed out, SALES & MARKETING "the upshot of working toward the designation is more revenue to his agency and helping more clients, courtesy of the revamped LUTCF." To find out if a live LUTCF class is taking place in your state, visit the NAIFA website at www.naifa.org/ professional-development/pdp/ lutcf. For a full schedule of online classes, visit www.cffpinfo.com/ lutcf-life-underwriter-trainingcouncil-fellow/. Working with Muslim-American Clients cultures are very family-oriented, while others are more individualistic. You need to be sensitive to the differences. * Do joint work with a Muslim financial professional. Doing joint work will allow you to navigate some of the intricacies and be more sensitive when suggesting solutions that a client is unsure of because of some of their religious beliefs. I would like to conclude with a story that many Muslims know, and I believe would help with understanding the balance between individual responsibility and the spiritual belief: One day, the Prophet Muhammad noticed a man leaving his camel without tying it. Approaching the man, he asked him, "Why don't you tie your camel?" The man answered, "I put my trust in God." The Prophet then said, "Tie your camel, then trust in God." The moral of the story is that a person's faith does not relieve him of his responsibility to act with wisdom for cont'd from page 36 cont'd from page 42 himself and his family, even if they're not there. Personal responsibility is a key teaching of Islam. Whether it's retirement, insurance or business planning, the key is to educate your Muslim-American clients and prospects so that they, too, can "tie down their camel." Ali Agha, CFP, ChFC, CLU, is a Senior Development Manager with New York Life and a member of NAIFA's National Diversity Task Force. He is also a proud Muslim-American. advertiser index Coming Soon in NAIFA's advisortoday May/June 2016 Issue COVER STORY Top Tips for Increasing Your DI Sales feature: What's New in Social Media? product Mutual Funds spotlights: Annuities Advisors Assistant ............................................................................................ 26 www.advisorsassistant.com CalSurance........................................................................................................ 19 www.naifaeo.com Client Marketing Systems ................................................................................. 34 www.naifaclientcast.com College for Financial Planning ................................................... Inside Back Cover www.CFFPinfo.com/LUTCF Fifth Season Financial ....................................................................................... 23 www.fifthseasonfinancial.com Four Under Forty Application ....................................................................... 12, 13 www.advisortoday.com Guardian ................................................................................ Outside Back Cover www.NextGenWholeLife.com LifePro Financial Services, Inc ............................................................................ 7 www.LifePro.com/NotAlone Mutual of Omaha............................................................................................... 14 www.mutualofomaha.com NAIFA Congressional Conference ........................................................................ 5 www.naifa.org/caphill NAIFA LUTCF..................................................................................................... 31 www.cffpinfo.com/lutcf-life-underwriter-training-council-fellow NAIFA - Invest in You .......................................................................................... 9 www.NAIFA.org/InvestInYou NAIFA Membership Application ................................................................... 37, 38 www.naifa.org/join NAIFA Performance + Purpose ...................................................................44, 45 www.NAIFA.org/conference Ohio National Financial Services ...............................................Inside Front Cover www.joinohionational.com Paylogix............................................................................................................. 30 www.paylogix.com Petersen International Underwriters .................................................................... 1 www.piu.org Prudential............................................................................................................ 2 www.prudential.com/benefitaccess March/April 2016 | ADVISOR TODAY 47 http://www.naifa.org/ http://www.cffpinfo.com/ http://www.advisorsassistant.com http://www.naifaeo.com http://www.naifaclientcast.com http://www.CFFPinfo.com/lutcf http://www.fifthseasonfinancial.com http://www.advisortoday.com http://www.NextGenWholeLife.com http://www.LifePro.com/NotAlone http://www.mutualofomaha.com http://www.naifa.org/caphill http://www.cffpinfo.com/lutcf-life-underwriter-training-council-fellow http://www.NAIFA.org/InvestInYou http://www.naifa.org/join http://www.NAIFA.org/conference http://www.joinohionational.com http://www.paylogix.com http://www.piu.org http://www.prudential.com/benefitaccess

Table of Contents for the Digital Edition of Advisor Today - March/April 2016

From the Editor
Viewpoint
New Products
A Question of Ethics The Details Often Make the Difference
What's Ahead for Financial Advising?
Whos's Saving the Most and Why?
Making the Case for Critical Illness Insurance
Are You a Retirement Expert?
Selling the "Best Plan"
Smooth Sailing
Taking Incremental Steps Toward Success
Investment Strategies for Today’s Consumers
How Tax Efficient is Your Investment and Retirement Portfolio?
Naifa News
Ideas for a Profitable Practice
Crossing the Two Client Relationship Bridges
Working with Muslim-American Clients
Attracting and Serving Today's High-Net-Worth Clients
Becoming a Networking Success
Advertiser Index
Back Page

Advisor Today - March/April 2016

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