NAIFA Rhode Island

Join us at our next event

    • Wednesday, November 10, 2021
    • 2:00 PM

    Wednesday, November 10, 2021: 2 PM eastern

    This session is for insurance and financial advisors who want to learn how to build strong, loyal relationships with clients and their families by supporting them through the difficult times of their lives in ways that make a difference.

    Financial professionals often send the same holiday card to all their clients, wishing them Happy Holidays. But what about those clients for whom the holidays are not so bright? What if they’ve had a death in the family in the past year, or someone they love is currently in the hospital or in hospice? You will alienate those clients if you fail to acknowledge the reality of their lives.

    Discover the unique aspects of holiday time that make it so difficult. Gain skills for communicating when clients are grieving a past or impending loss. Learn how to reach out on the phone, in person, and in your holiday cards in ways that offer true comfort and understanding. Be equipped to do the right thing to do for your clients and their families. They will never forget it.

    Key Takeaways:

    • Three reasons the holidays are uniquely difficult for grieving people
    • What advisors risk if they fail to mention the death or illness, or if they send the same holiday card to everyone, regardless of what they’ve been through during the year
    • Some language to avoid with grieving clients
    • Several text suggestions to write in holiday cards to grieving clients, or to use in conversation on the phone or in person

    • Wednesday, December 08, 2021
    • 2:00 PM


    Wednesday, December 8, 2021: 2 PM eastern

    As a Financial Professional, you know the benefit of doing business mainly through referrals. Among other things, it allows you to serve a lot more people while making your business a lot less stressful, much more predictable, and a lot more profitable.

    During this powerful program, you will also learn the philosophy and principles at the heart of his sales classic, The Go-Giver (more than 1,000,000 copies sold), embraced by so many of today’s top producers.

    You’ll learn how to:

    • Understand human nature and recognize the one (and only!) reason people will ultimately choose to do business with you
    • Instantly connect through what Bob calls, “Feel-Good Questions®”
    • Separate yourself from your competition via Bob’s “One-Key Question”
    • Utilize the “Referral Bridge Phrase” that will create customer buy-in for referrals
    • Ask for referrals effectively so that you never again hear, “I can’t think of anyone right now but, when I do…”

    As Bob says, “all things being equal, people will do business with, and refer business to, those Financial Professionals they know, like, and trust.”

    This session will help you build and leverage exactly those types of relationships.

Past events

Thursday, October 21, 2021 Discussion with RI General Treasurer Seth Magaziner
Wednesday, October 13, 2021 NAIFA-LIVE: DAWN OF THE NEW NORMAL
Thursday, September 09, 2021 NAIFA-LIVE: Overcome It
Monday, June 21, 2021 2021 Charitable Golf Tournament - Sponsorships
Monday, June 21, 2021 2021 Charitable Golf Tournament - Register
Tuesday, May 25, 2021 NAIFA Congressional Conference
Thursday, May 20, 2021 RI Professional Day -- SAVE THE DATE
Tuesday, April 06, 2021 Attracting and Retaining Latinos To Your Practice
Tuesday, April 06, 2021 NAIFA Diversity, Equity & Inclusion Impact Week
Thursday, March 25, 2021 The Biggest Threat to a Client’s Retirement Portfolio – and 4 Ways to Protect against this Threat
Tuesday, February 23, 2021 Being a Minority in the Insurance Community
Wednesday, February 10, 2021 HOW TO DOUBLE YOUR PRACTICE IN 24 MONTHS
Thursday, January 07, 2021 New RMD Rules and IRA Trusts CE
Wednesday, December 09, 2020 Correcting Conventional Wisdom on Retirement Income Planning What You Make vs. What You Keep: Annuities and the Power of Asset Location
Tuesday, December 08, 2020 Thriving in a New Reality
Thursday, November 19, 2020 Long Term Care in America Study
Thursday, November 12, 2020 November NAIFA LIVE: Sticktoitiveness
Thursday, November 05, 2020 “It’s Not How You Start, But How You Finish—Ending 2020 on a Positive Note”
Wednesday, October 28, 2020 Ethics 2020: Protecting your Clients, Protecting Your Practice
Tuesday, October 06, 2020 Performance & Purpose Conference
Wednesday, September 30, 2020 Quick Bytes: Decision Making
Wednesday, September 16, 2020 Quick Bytes: Using Reciprocity to Generate Revenue
Thursday, September 10, 2020 September NAIFA LIVE: Y[our] Work Matters
Wednesday, August 12, 2020 Quick Bytes: Prospecting for Opportunities
Thursday, July 30, 2020 Quick Bytes: Perception & Self-Awareness
Wednesday, June 24, 2020 Quick Bytes: Growing Your Sphere of Influence
Tuesday, June 23, 2020 2020 Guide to Markets Webinar
Wednesday, June 10, 2020 Quick Bytes: Follow up and Re-Engagement
Wednesday, May 20, 2020 Quick Bytes: I Object: How to Minimize and Overcome Objections
Tuesday, May 19, 2020 NAIFA Nation Impact Week
Wednesday, May 06, 2020 Quick Bytes: It’s Not Just What You Say, It’s How You Write It
Wednesday, April 22, 2020 Quick Bytes: It’s You they Buy – How to Differentiate Yourself
Wednesday, April 08, 2020 Quick Bytes: Out of Sight/Out of Mind
Monday, February 24, 2020 RI Life & Health Agent Qualification School
Thursday, February 20, 2020 The Distribution Continuum
Thursday, January 23, 2020 Advanced Retirement Distribution Strategies
Thursday, November 14, 2019 NAIFA RI & FSP Networking Event
Thursday, November 14, 2019 NAIFA RI Annual Meeting
Tuesday, October 29, 2019 Ethics Class
Thursday, October 10, 2019 NAIFA LIVE: The Power of Zero
Friday, September 13, 2019 NAIFA Live: How to Turn Your Successful Practice Into a Balanced Personal Life
Monday, May 13, 2019 2019 NAIFA-RI Charitable Golf Tournament
Friday, May 10, 2019 RI Professional Day
Monday, May 06, 2019 Life & Health Prep School
Wednesday, April 03, 2019 NAIFA RI Board Meeting
Tuesday, March 05, 2019 NAIFA RI Board Meeting
Thursday, February 21, 2019 The Art of WOW
Tuesday, February 05, 2019 NAIFA RI Board Meeting
Tuesday, January 08, 2019 NAIFA RI Board Meeting
Friday, December 07, 2018 NAIFA RI Board Luncheon
Thursday, November 29, 2018 Join us for lunch with AIG and American Funds
Tuesday, November 06, 2018 NAIFA RI Board Meeting
Tuesday, October 16, 2018 Customer Tells - Meeting & Exceeding Customer’s Expectations
Thursday, October 04, 2018 Special NAIFA MA Member Presentation: Greg Raines
Thursday, September 13, 2018 NAIFA Ethics Class
Thursday, September 13, 2018 NAIFA Performance + Purpose 2018 Annual Conference
Wednesday, June 20, 2018 NAIFA RI Annual Meeting
Tuesday, June 05, 2018 NAIFA-RI Charitable Golf Tournament
Thursday, April 26, 2018 Getting Started with LinkedIn
Thursday, March 29, 2018 More Ways to Offer Clients the Opportunity for an Income Advantage
Thursday, February 22, 2018 Social Security & Retirement Planning: A Hit or Myth Proposition
Thursday, January 25, 2018 "Solving the LTC Dilemma for Your Clients" sponsored by BSMG
Tuesday, January 09, 2018 BSMG Sponsored CE Session
Thursday, November 16, 2017 A Strategic Guide to Accumulation & Wealth Transfer
Wednesday, November 08, 2017 NAIFA RI Board Meeting
Thursday, October 05, 2017 RI Ethics Program
Tuesday, July 11, 2017 NAIFA-RI Charitable Golf Tournament
Tuesday, May 23, 2017 NAIFA Congressional Conference
Wednesday, May 17, 2017 Business Continuation Planning
Thursday, April 27, 2017 RI Professional Day
Thursday, March 30, 2017 YAT Event
Thursday, March 23, 2017 Social Security Optimization & What Your Clients Don't Know About Long Term Care
Wednesday, February 15, 2017 “What You Make vs. What You Keep: Annuities and the Power of Asset Location"
Wednesday, January 25, 2017 Income Savvy
Monday, December 05, 2016 Life & Health Prep School - December 2016
Wednesday, November 16, 2016 Estate Planning Opportunities with Life Insurance in 2017
Thursday, November 10, 2016 Post-Election 2016: The Impact on Insurance & Financial Services
Friday, October 14, 2016 DOL Compliance - New Overtime Rules
Wednesday, September 28, 2016 RI Ethics Program
Monday, September 19, 2016 Life & Health Prep School - September 2016
Tuesday, June 07, 2016 2016 Annual NAIFA RI Charitable Golf Tournament
Tuesday, May 24, 2016 NAIFA Congressional Conference
Thursday, May 19, 2016 Rhode Island Professional Day
Monday, May 02, 2016 Life & Health Prep School - May 2016
Wednesday, March 23, 2016 Creating Lifetime Income and Annuities
Tuesday, February 02, 2016 Who Owns Your Life Insurance Policy
Monday, January 25, 2016 Life & Health Prep School - January 2016
Thursday, January 14, 2016 Two "Master Class" Life Insurance CE Sessions for 2016
Tuesday, January 05, 2016 Follow-up DOL Fiduciary Rule Advisor update webinar
Tuesday, December 15, 2015 Webinar on DOL Fiduciary Rule
Tuesday, November 17, 2015 The New Planning Paradigm: Tax Basis Planning
Monday, November 16, 2015 Agent Qualification School
Wednesday, October 28, 2015 2015 Fall Kickoff Event

Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-739-2977


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