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News & Press: CalAdvisor Newsletter

NAIFA Member Benefit of the Month

Thursday, September 3, 2015   (0 Comments)
Posted by: Jessica Benjamin
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The virtual library is a complimentary tool that can dramatically help you prospect and market yourself.  These fundamental practice tools and tips are designed to help you grow and succeed in your business.


Priority Planning Concept:
The simplest and most effective selling concept in the industry. Includes all the tools and sales tracks needed for implementation.

Fact Finders:
Forms for gathering facts about your clients for a variety of personal, business and estate needs.

Client Presentations
Complete concept presentations for virtually all personal, business and estate needs.

Concept Pages:
Hundreds of conceptual personal, business and estate planning ideas for your clients, reduced to one simple page.

Referred Lead Generator: 
The RLG is a "prospecting engine" that provides names of a current client's neighbors. These names can then be used to begin the referred lead process. 

Target Market Generator: 
The TMLG is a "prospecting engine" that allows you to target all the doctors, lawyers, florists, etc. in a small city or zip code.


Specimen Documents:
Specimen documents to help your client's attorney prepare insurance-related documents.
Tax Information:
Printable answers to common tax questions about life and health insurance and annuities with links to and a "road map" of the entire US Tax Code.

Building Your Financial Services Practice:
This book identifies the 6 systems a producer needs to succeed and tells how to establish them. Many agents have found this book a great way to critique their own business, while others have found it invaluable in 'bringing in a junior' associate for succession planning.

Mental Vitamins: 
Articles and quotes by "masters" such as Jim Rohn, Zig Ziglar, Brian Tracy, Tom Hopkins and many others. 

True Story Videos: 
The LIFE Foundation has collected stories of real people who benefited from insurance during a time of great personal and financial need, and turned them into brief essays and videos. These stories are wonderful third-party endorsements for the real value of insurance and you can e-mail them to your clients and prospects.

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