Marketing Tips For Insurance Agents

As a twelve year member of NAIFA, I would like to share the past year's experience with this worthwhile organization. Aside from the fact that NAIFA is our industry's political advocate; here are some things that really helped me this year. We had truly excellent speakers attending our monthly morning meetings. Senator Pamela Althoff shared the inside news on what is going on in Springfield and answered questions about topics of interest in our group. Maria Triantos shared some ideas about unusual uses of Self Directed IRA's and other diverse investments. One of the most useful and timely presentations was by Maribeth Kuzmeski, President of Red Zone Marketing. A couple of her ideas were put into practice immediately and the results were as positive as she predicted.

We also had speakers that shared some creative methods of working with group health insurance. The McHenry NAIFA group itself is a great resource with its diverse members. A few months ago I was going through a slump and asked my associates for some suggestions on what I could do. One of the ideas presented was particularly helpful and I feel was material in my achieving 11 life sales the following month which greatly improved my year to date income. It is certainly true for me that being a NAIFA member helps me earn more money. Over the years, the wealth of wisdom available to me been a great asset to my life practice.


Christina Oslance
COUNTRY® Insurance & Financial Services
Crystal Lake, IL 60014
tel (815) 356-1071


NAIFA at a Glance

With more than 58,000 members, NAIFA is the largest financial services membership association in the United States. NAIFA is a federation of 700 state and local associations all striving for the same common goal: to protect your livelihood and your clients’ financial security.
NAIFA is your voice on Capitol Hill, and with a powerful advocacy and grassroots team on your side, you know NAIFA is working as your personal advocate in Washington, DC and in state legislatures, educating and lobbying lawmakers to protect the financial and insurance industry.
NAIFA’s Advisor Today is an award-winning monthly publication and the leading source of news and information for insurance and financial advisors. Timely topics, articles, industry trends, products and services help to boost your knowledge, enhance your business and increase sales.
NAIFA Members enjoy discounts on training programs leading to industry designations (including LUTCF and FSS) offered through the American College, AHIP, and the America Institute for CPCU. NAIFA partners with state and local associations to produce and deliver seminars on timely, valuable topics to agents and advisors, many of which are eligible for CE credit.
More than double the educational workshops, programming tracks specific to your interests and a new one-day registration option make the NAIFA annual conference an event not to be missed. Attendees have the opportunity to hear the latest from Capitol Hill, enjoy dynamic main-stage presentations and abundant networking opportunities, as well learn about the latest industry products and services during the Expo event.
The NAIFA Leadership in Life Institute (LILI) – exclusive to NAIFA Members - is a six month leadership development course that fosters personal growth, enhances business practices and develops skills necessary for effective leadership.
Build, grow and succeed with the NAIFA Virtual Library, the single most comprehensive user-friendly online resource tool that supports a financial advisor or agent, in any practice specialty and at every stage in their career. NAIFA Members receive free-unlimited access to this extensive online library that includes business tips and concept pages, client presentations, tax tables and specimen documents.
Through the NAIFA Sales System, NAIFA Members achieve professional sales growth by combining a proven sales process presented in 12 online modules, Fundamentals of Integrity Selling® with action-oriented skill development exercises supported by eight live telecoaching group sessions led by experienced sales coach, Bob Arzt, CLU, ChFC, LLIF.
NAIFA Industry Awards recognize NAIFA members for excellence as indicated by quality service and sales achievement. NAIFA members who reach these levels of achievement win more than an award, they attain recognition that distinguishes them as an outstanding professional.The program includes the National Quality Award, the National Sales Achievement Award and the National Multi-Line Sales Award.
NAIFA created the Young Advisors Team (YAT) for members who are 40 years and under or within their five years in industry. Gain access to vital tools, resources, and networks necessary to succeed in the financial services industry.
Affinity Insurance Services, Inc. (Aon) has developed a professional liability insurance program exclusively the fit the unique needs of NAIFA Members. NAIFA has also teamed with Kelsey National to offer the NAIFA Advantage Plus Group Disability Income Insurance Protection Plan, a quality product with excellent features and competitive rates to protect the income of members’ and their spouses.
Through NAIFA’s Preferred Provider Program, NAIFA Members have access to discounts on products and services that can enhance their business and increase their bottom line. By participating in one or more of these programs, members can often more that recoup your membership investment.

NAIFA -Join today!