Getting to the Finish Line

It’s hard to believe that there are only four months left in 2016. If you started the year with specific goals in mind, hopefully, you’re well on your way to achieving them. But if you are like most of us and still have some ways to go, don’t despair. From now until the end of the year, you have lots of opportunities to still make 2016 one of your most profitable years.

Your first opportunity is Life Insurance Awareness Month, the month-long marketing campaign that starts in September and is spearheaded by Life Happens to persuade millions of Americans to purchase the protection they so desperately need. Life Happens has several resources you can use to participate in this year’s campaign, including racecar driver and LIAM spokesperson Danica Patrick’s message about why people should not take risks when it comes to protecting their loved ones.

Among the resources:

• A downloadable flyer with Danica’s message

• A downloadable interview with Danica

• A video of her public service announcement about the importance of life insurance

• Photo graphics for social media or promotion, featuring Danica’s words of wisdom on life insurance

You also have access to three new Real Life Stories videos and fliers, four new “don’t take that risk” fliers, and more than two dozen new “infosnacks” featuring the 2016 Insurance Barometer statistics.

Go to www.lifehappens.org/liam and start making the most of LIAM today!

NAIFA’s Performance + Purpose

And then there is NAIFA’s Annual Conference, which takes place from September 17 to September 19 in Las Vegas. This year’s conference sports a new name, NAIFA Performance + Purpose, and in keeping with this new name, is all about educating, inspiring, and motivating advisors to perform at their very best.

The conference also features numerous changes designed to deliver more experts and more sharing, and the educational workshop schedule has been expanded to give you greater access to top-notch industry experts. Before you take off for Las Vegas, make sure you visit www.naifa.org for what to expect from this great career-building conference.

Finally, there is this issue of Advisor Today, which is chockfull of the information you need to achieve success. From the inspiring stories of this year’s recipients of the Four Under Forty Awards, to time-tested strategies for making the most of your time, to sales ideas that will help you expedite the client-acquisition process, this issue is one that you will read over and over again as you look for tips and techniques for building a successful practice.

Getting to the finish line is always the most difficult part of a race, but it doesn’t have to be. Start taking advantage of the opportunities mentioned in this article, and success will be much closer than you think. Happy selling and may the next four months be your best months yet!

ADVISOR TODAY

Editor-in-Chief

Ayo Mseka; amseka@naifa.org

703-770-8204

Publication and Circulation Coordinator

Tara Laptew; tlaptew@naifa.org

703-770-8207

NAIFA

Kevin Mayeux, Esq., CAE, CEO kmayeux@naifa.org; 703-770-8101

Diane Boyle, SVP, Government Relations dboyle@naifa.org; 703-770-8252

John Boyle, AVP, Professional Development & Education jboyle@naifa.org; 703-770-8267

Magenta Ishak, VP, Political Affairs mishak@naifa.org; 703-770-8152

Jennifer Cassidy, VP, Finance jcassidy@naifa.org; 703-770-8125

Michael Gerber, General Counsel & VP, Human Resources mgerber@naifa.org; 703-770-8190

Sheila Owens, VP, Communications and Marketing sowens@naifa.org; 703-770-8112

Diane Powers, VP, Professional Development and Education dpowers@naifa.org; 703-770-8226

Mark Rogers, VP, Information Services mrogers@naifa.org; 703-770-8130

Brian Steiner, VP, Business Development & Strategic Partnerships bsteiner@naifa.org; 703-770-8220

Gary Sanders, Counsel and VP Government Relations gsanders@naifa.org; 703-770-8192

Michele Grassley Clarke, VP, Membership and Association Services

PUBLISHED BY

5950 Northwest First Place Gainesville, FL 32607

Phone: 800-369-6220

Fax: 352-331-3525

Web: www.naylor.com

Publisher: Heidi Boe

Editor: Christine Cusatis

Project Manager: Douglas Swindler

Publication Director: Janet Frank

Marketing: Kaydee Currie

Advertising Sales: Debbie Phillips, Paul Walley, Matt Wooten

Layout and Design:

Deb Churchill Basso | Print 2.0h

Published August 2016/NAI-S0516/3125

© 2016 Naylor, LLC. All rights reserved.

2901 Telestar Court, Falls Church, VA 22042-1205. © 2016 National Association of Insurance and Financial Advisors Service Corporation. All rights reserved.

Subscriptions: The annual subscription rate for individual non-NAIFA members is $50; institutions, $60. The international subscription rate for non-NAIFA members is $100 per year.

Single copies and back issues: Single copies and back issues are $8. Both can be ordered by calling 703-770-8207. Reprints: Reprints of articles are available through Naylor, LLC. Please visit www.naylor.com/index. php/client-support/ and click on “Article Reprints” under “Advertisers” in the left-hand navigation bar.

NAIFA’s Advisor Today articles do not constitute insurance, financial, investment, tax, legal, accounting or other professional services by the publisher, NAIFA, or the articles’ authors. The facts and opinions in NAIFA’s Advisor Today articles represent their authors’ views and are not necessarily endorsed by the publisher or NAIFA, unless indicated. While NAIFA’s Advisor Today tries to provide accurate reporting, the accuracy of the information in NAIFA’s Advisor Today is not guaranteed. NAIFA’s Advisor Today reminds readers to ensure that the manner in which they sell insurance and other financial products, and the advertising and sales materials they use, comply with state, federal, and FINRA/SEC requirements, and the compliance rules of the insurance and other financial services companies they represent. If in doubt about compliance issues, check with your company. The publisher and NAIFA disclaim all liability for claims or damages that may result from errors in the magazine. NAIFA’s Advisor Today will attempt to correct material errors brought to its attention through appropriate errata. The publisher and NAIFA do not endorse the advertisers in NAIFA’s Advisor Today, or the advertised products and services, unless indicated. The publisher and NAIFA have not assessed the accuracy of any advertisement or the quality of any advertised product or service. The publisher and NAIFA disclaim all liability for claims or damages that may result from transactions with NAIFA’s Advisor Today’s advertisers or from the purchase or use of advertised products or services.