NAIFA Rhode Island

Join us at our next event

    • Wednesday, July 15, 2020
    • 9:00 AM - 9:30 AM (EDT)
    • Virtual
    Register

    CALL LIMITED TO FIRST 100 PEOPLE - 
    DETAILS FOR THE CALL IN WILL BE EMAILED PRIOR TO CALL

    Join Mark Altman, founder of MindSetGo, will present a 30-minute call to help you improve your practice. This month's topic is: 

    Discovery and Inquiry

    You and your team will learn incredibly empowering ways to really understand your clients and team members’ needs and then work with them to reach the solution required and own the outcome! Ask the right primary and secondary questions, listen to identify the right follow-up questions, and enable prospects and clients to come to conclusions about change, problem-solving and buying decisions.

    Certifications:

    • Draw out individuals to make their own conclusions
    • Increase the level and quality of information gained in a conversation
    • Get clients unstuck and ready to take action
    • Use inquiry-based discovery and active listening

    This 30-minute call is designed for the NAIFA member who is constantly on the move and has a tight and busy schedule. This FREE call is offered collectively by the states to members and delivered by Mark Altman who has a reputation for elevating success and growth in your practice.

    Program offered by:

    NAIFA RI, CT & MASSACHUSETTS

    • Thursday, July 30, 2020
    • 9:00 AM - 9:30 AM (EDT)
    • Virtual
    Register

    CALL LIMITED TO FIRST 100 PEOPLE - 
    DETAILS FOR THE CALL IN WILL BE EMAILED PRIOR TO CALL

    Join Mark Altman, founder of MindSetGo, will present a 30-minute call to help you improve your practice. This month's topic is: 

    Perception & Self-Awareness 

    Do you know how prospects, customers and peers perceive you and your team? Do you all know your strengths, weaknesses? Gain the ability and tools to accurately assess strengths and limitations, with a new perception of how confidence, optimism, and a growth mindset can positively impact relationships. Perception is reality and this workshop shows you how to overcome, embrace and adapt using your newfound self-awareness.

    Certifications:

    • Adapt your approach based on perception
    • Use your weaknesses to your advantage
    • Become self-aware
    • Know your hot buttons

    This 30-minute call is designed for the NAIFA member who is constantly on the move and has a tight and busy schedule. This FREE call is offered collectively by the states to members and delivered by Mark Altman who has a reputation for elevating success and growth in your practice.

    Program offered by:

    NAIFA RI, CT & MASSACHUSETTS

    • Wednesday, August 12, 2020
    • 9:00 AM - 9:30 AM (EDT)
    • Virtual
    Register

    CALL LIMITED TO FIRST 100 PEOPLE - 
    DETAILS FOR THE CALL IN WILL BE EMAILED PRIOR TO CALL

    Join Mark Altman, founder of MindSetGo, will present a 30-minute call to help you improve your practice. This month's topic is: 

    Prospecting for Opportunities

    Identifying decision-makers, dealing with rejection, and finding new ways to generate leads can be daunting. By qualifying the lead and becoming better on the phone and via email, learn to implement a prospecting sequence to consistently generate meetings.

    Certifications:

    • Qualify the buyer
    • Implement strategies to bypass gatekeepers 
    • Respond to standard cold call rejections 
    • Execute email and voicemail strategies to support your efforts 

    This 30-minute call is designed for the NAIFA member who is constantly on the move and has a tight and busy schedule. This FREE call is offered collectively by the states to members and delivered by Mark Altman who has a reputation for elevating success and growth in your practice.

    Program offered by:
    NAIFA CONNECTICUT, MASSACHUSETTS, & RHODE ISLAND


    This 30-minute call is designed for the NAIFA member who is constantly on the move and has a tight and busy schedule. This FREE call is offered collectively by the states to members and delivered by Mark Altman who has a reputation for elevating success and growth in your practice.

    Program offered by:

    NAIFA RI, CT & MASSACHUSETTS

    • Monday, August 31, 2020
    • 8:30 AM (EDT)
    • Wednesday, September 02, 2020
    • 4:30 PM (EDT)
    • NAIFA RI, 2400 Post Road, Warwick, RI 02886


    Interested in studying and passing the RI State Producer’s exam? We will be
    offering a three-day class covering essential knowledge for the exam.

    • $265 (7 or more days prior to class)
    • $300 (7or less days prior to class)
    Registration Form offsite at the Society of FSP RI >>
    • Thursday, September 17, 2020
    • 9:00 AM (EDT)
    • Triggs Memorial Golf Course 1533 Chalkstone Avenue Providence, RI 02909
    Register


    REGISTRATION OPEN 

    LOCATION:
    Triggs Memorial Golf Course
    1533 Chalkstone Avenue, Providence, RI 

    DATE & TIME:
    RESCHEDULED: Thursday, September 17, 2020
    Registration: 9:00 am | Shotgun Start: 10:00 am | Lunch on the Turn 

    REGISTRATION:

    Early Bird Registration This registration is available today until August 6.
    Registration must be paid in full in order to honor discount pricing
    $480
    Still Time to Save Registration This registration is available August 7 until September 10.
    Registration must be paid in full in order to honor discount pricing.
    $520
    Full Registration This registration is available September 10 until day of event. $560

    Golf Sponsor


    Additional Sponsorship Opportunities Available

    • Thursday, September 17, 2020
    • 9:00 AM (EDT)
    • Triggs Golf Course 1533 Chalkstone Avenue, Providence, RI 02909
    Register


    SIGN UP TODAY 

    Golf Event Sponsor:
    Includes 1 complimentary  foursome and 2 tee signs.

    $1000

    Cart Sponsor:
    Includes 2 tee signs.


    $500

    Lunch Sponsor:
    Includes 2 tee signs.

    $500

    Air Cannon Sponsor:
    Includes 1 tee signs.

    $250

    Hole-in-One Sponsor:
    Includes 1 tee signs.

    $250

    Beverage Cart Sponsor:
    Includes 1 tee signs.

    $250

    Tee Sign with Presence:
    Includes option to set up 10 x 10 tent with table 

    $250

    Tee Sign:

    $100


    Golf Event benefits the charity


    • Thursday, October 01, 2020
    • (EDT)
    • Sunday, October 04, 2020
    • (EDT)
    • Virtual Sessions

     

    • Monday, November 30, 2020
    • 8:30 AM (EST)
    • Wednesday, December 02, 2020
    • 4:30 PM (EST)
    • NAIFA RI, 2400 Post Road, Warwick, RI 02886


    Interested in studying and passing the RI State Producer’s exam? We will be
    offering a three-day class covering essential knowledge for the exam.

    • $265 (7 or more days prior to class)
    • $300 (7or less days prior to class)

    Registration Form offsite at the Society of FSP RI >>

Past events

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
Thursday, June 16, 2016 JUNE PROGRAM + OFFICER INSTALLATION
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

Email: hello@naifari.org

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