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News & Press: CalAdvisor Newsletter

January Membership Update

Friday, January 6, 2017   (0 Comments)
Posted by: Chris Bor, LUTCF, CLU, ChFC, CFP
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Welcome to 2017! Time to ramp up membership activities! California still remains at the top, but many states are on our heels. The pilot program is now over, and it is time to retain those pilot (NAIFA sponsored) members and to get back to recruiting new “paying” members.  Note: Pilot members only need to pay $20 per month for their second year.

To start 2017 with a bang, January 12 is National Membership Day. A time to call those deep lapsed, not renewed, etc. Plan an event as a board and go for it. National Membership Day would also be a good time to brainstorm about other membership activities; i.e. set up agency visits, call on independents and ask for referrals from existing members. Make it a focus for January 12.  

3 Simple Steps to Start Preparing TODAY!
1. Get your team together
2. Compile your prospects
3. Set goals and assign calls to your team

See more tips and recruiting resources here

Keep an eye out for a “Membership Plan Template.”  It is a tool you can use to build in all of the activities and track them each month.

Lastly, Tom Chapman and/or I will reach out to all of the membership chairs soon to help them build their plan.

Remember our GOALS—Every local with a “Plan,” and achieve “plus 1” growth in membership.


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