Service Options

Basic Service

Free with your
NAIFA membership!

With Basic Service, you get:

  • Access to the current month’s podcast to share with your clients (via the NAIFA ClientCast® shared webpage)
  • Access to the current month’s Power Session LIVE webinar for agents
  • Online marketing tips and materials
  • Live Sales Support


Register Now

Premier Service

Discounted with your
NAIFA membership!

With Premier Service, you get:

  • Option to have all emails and social posts sent FOR YOU.
  • A personal customized webpage to share NAIFA ClientCast® with your clients
  • A library of podcasts categorized by topic on your webpage for your clients
  • Insider-access to our marketing website for advsiors, including the full library of Power Session LIVE webinars
  • Additional online marketing resources, tips and tools
  • Live Sales Support


Upgrade

Premier Service retails for $300/month with a $250 one-time setup fee. With your NAIFA membership, you are eligible for a significant discount!

Monthly: $99 setup fee, plus $50/month
Concentrates on insurance-related topics

Weekly: $99 setup fee, plus $60/month
Discusses insurance and securities-related topics


Maximize Your Results with Premier Service

Market Yourself to Clients and Prospects Every Week

Want more focus on you and your practice? Brand your NAIFA ClientCast® webpage with your photo, logo and contact information. Your clients and prospects can reach you with ease with the More Information button. Share your webpage link on social media – prospects who see it can use the Free Subscription button to be added to your list. The Forward to a Friend button can be tracked to your personalized webpage, so you can capture those referrals, and see who is referring you.

Edward Downey

“This podcast is one of the most important things we do to offer education and marketing to our clients. Staying in touch with them is much easier this way versus just sending out a mailer. It’s not sales-y – just really good information presented in user-friendly professional format. I’ve learned a lot from it myself!

Edward F. Downey, Bartlett, IL
Jim's Real Wealth Weekly Page


Cross-sell to Your Clients While You Sleep
and while you are awake

We interview nationally-recognized guests and industry experts to provide timely, relevant information to your clients. We cover topics such as business planning, college education planning, estate planning, insurance needs, retirement income planning, tax planning, among other topics to encourage clients to work with their team of professionals to achieve a realistic comprehensive plan. Real Wealth® exposes your client to the other services that you offer that can help them achieve their financial goals. Instead of talking to each client about every service you offer, use Real Wealth® and put cross-selling on autopilot.

Todd Schneider

“I was excited to sign up for the program right away. When I saw the topic for my first podcast, “Buying vs. Leasing a Vehicle”, I thought, ‘What does this have to do with financial planning?’ But right after I sent it out, a client reached out to me and rolled over his 401(k), and that was the first program I had distributed! What a great way to stay top-of-mind with clients!”

Todd Schneider, Southlake, TX
cross-sell

Never miss another Power Session LIVE webinar!

You’ll have access to the full library with your Premier Service subscription. Each session gives you a taste of MDRT, featuring the best and most successful experts in the industry.

Joe Anthes

“Excellent presentation on a complicated subject, in a short period of time!”

Joe Anthes, Hopatcong, NJ (in reference to MAXIMIZING Social Security with Robin Mueller in January 2015)
Webinar Library

Sharpen your Skills with Sales Ideas from the Top Producers in the Country!

Our webinars are organized by category, so you can easily navigate the topics that are key for your own practice. Want to increase your life insurance sales? Listen to Life Insurance as an Asset Class with John Wheeler.

Chuck Stickney

“Thanks for today’s presentation on Life Insurance as an asset class. Very good, very thought provoking. Keep more of these coming whenever possible.”

Chuck Stickney, Lansing, MI