Taking Stock

By Ayo Mseka

It’s hard to believe we are almost in the middle of the year. If you started the year with specific goals in mind, you are hopefully making steady progress in achieving them. But if you have barely made a dent and your list of goals is almost as long today as it was in January, it’s time to take a look at what you have achieved so far, where you are falling behind, and what you need to do to catch up.

Your first step in catching up is to take advantage of Disability Insurance Awareness Month (DIAM). This is the marketing campaign that takes place every May to spread the word about DI insurance and its role in protecting the financial assets of American consumers. Use this campaign to remind your clients about the importance of DI insurance and help them get the coverage they need.

May is also the time to take part in NAIFA’s Congressional Conference, where members from around the country will educate lawmakers about the value they bring to their clients and the solutions they provide for 90 million American families. Scheduled for May 14 to May 15 in Washington, D.C., this important meeting will make you a better professional and a more powerful advocate for the clients you serve. We hope to see you there!

After the Congressional Conference, it’s time to start planning for another promotional campaign — Life Insurance Awareness Month (LIAM). This is the marketing event spearheaded by Life Happens each September to encourage Americans to take stock of their life insurance needs and buy the insurance they need for themselves and their loved ones. Getting ready now for this campaign will give you enough time to position yourself for maximum participation and greatly enhance your chances of reaching as many prospects as possible.

Don’t forget to register for NAIFA’s Performance + Purpose Conference, which takes place this year from

September 11 to September 14 at the Walt Disney World Dolphin Resort.

While preparing for LIAM, don’t forget to register for NAIFA’s Performance + Purpose Conference, which takes place this year from September 11 to September 14 at the Walt Disney World Dolphin Resort. Attending this conference will give you the inspiration and knowledge you need to cross off some of the items still on your 2019 Resolutions List. Check www.naifa.org regularly for the latest announcements about this important meeting.

Words to live by

As you use these events to advance your goals, I want to leave you with a few words of wisdom from some of the industry experts featured this year in Advisor Today. Their insights will inspire you to keep on keeping on as you tackle the goals you set for yourself this year:

• Making peace with prospecting can make all the difference in 2019. (Connie Kadansky)

• Your clients aren’t really buying life insurance — they’re buying assurance. (Simon Lister)

• Until your clients understand they have a problem — and that you have a product or service to solve it — they are unlikely to take action. (Marvin Feldman)

• As an advisor, your biggest value proposition is helping clients create better plans. (Steven Waineo)

• The role we play in local communities and the impact it has on the economy and society are tremendous. Remember that you make a difference! (Thomas Wong) Keep these sage words top-of-mind as you serve your clients, and you may complete all the items on your 2019 Resolutions List.

Happy Selling!