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News & Press: CalAdvisor Newsletter

It’s Time to Recruit Paying Members Again

Friday, December 2, 2016   (0 Comments)
Posted by: Chris Bor, LUTCF, CLU, ChFC, CFP
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Last year was great! We had great success in recruiting “sponsored” members through the pilot program. The pilot program was great, as it allowed us to recruit a lot of new members. The drawback, is that these members did not have to pay their annual dues for one year. What is even better, is that these members are allowed to continue their membership for $20 per month.

I know you have been doing your best converting these pilot members, but it is time to think about recruiting new FULL paying members.

Ideas to recruit new members:

  • Agency Presentations
  • Call deep lapsed members
  • Ask for referrals from loyal members
  • CPA’s, Estate Planning Attorneys
  • Membership call drives to independent agents
  • Product wholesalers

For more ideas, please reach out to your NAIFA-California Membership Team.

Chris Bor

Tom Chapman

Remember, NAIFA is not great because we are old, we are old because we are great!

NAIFA is the oldest and largest financial services association! 125 years STRONG!

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