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News & Press: CalAdvisor Newsletter

Featured Member Benefit: NAIFA ClientCast®

Monday, October 19, 2015   (0 Comments)
Posted by: Jessica Benjamin
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Featured Member Benefit: NAIFA ClientCast®

 

NAIFA ClientCast® is a FREE, monthly, 24/7 podcast about Insurance and Estate Planning Strategies forwarded by you to your clients and prospects each month.

 

Here's How It Works

 

Register
1. Go to www.naifa.org. Click on Member Benefits and then click on NAIFA ClientCast® by RealWealth®.

 

2. Register for NAIFA ClientCast® by clicking on the green "Register For Your FREE Personalized Link here" button.

Open Your Link
3. Once you have registered, you will receive a personalized web link. Click on your personalized link to listen to this month's podcast and all of the past Real Wealth® Monthly podcasts. You can forward current and past podcasts to clients, prospects and referrals. Also, you and your clients can take advantage of the "Resources For You" link to be provided with educational information and resources on many different aspects of insurance and financial planning.


Watch Your Email for Each Month's Podcast Announcement
4. Each month you will receive, from NAIFA ClientCast,® an email announcement of this month's podcast with your personalized link. The announcement contains a message for you, and a summary of this month's podcast that you will forward to your clients.

Generate More Sales
5. Monthly podcasts are motivational discussions about Insurance and Estate Planning Strategies that clients can implement with you. Forward the podcasts to your clients and prospects to educate, inspire and motivate your clients to reach back to you, their NAIFA professional.


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