NAIFA Rhode Island

Join us at our next event

    • Wednesday, September 30, 2020
    • 9:00 AM (EDT)
    • Virtual



    Turn your intermediate decision maker into an “inside salesperson.”  Know how to get your “inside salesperson” committed to your cause before he or she goes in front of the committee for you. Find out how to recruit your "inside Salesperson" and neutralize those people that may have concerns or favor a competitor’s services over yours. Understand how to get commitments from the different types of buyers you're prospecting.

    Outcomes:

    • Gain access to those influencing the decision makers
    • Understand what motivates those involved in the decision process
    • Train influencers to become inside salespeople.
    • Neutralize the competitor’s fans on the buying team

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


    • Tuesday, October 06, 2020
    • (EDT)
    • Thursday, October 08, 2020
    • (EDT)
    • Virtual Sessions

     

    • Thursday, October 22, 2020
    • 9:00 AM (EDT)
    • Virtual


    Create a post-networking evaluation process and learn how to maintain your newly formed networking relationships, reconnect with prior contacts, and hold yourself accountable.

    Challenges:

    • You know you have difficulty networking, but are unsure where your weaknesses are
    • Inability to maintain relationships after forming the initial connection/introduction
    • Not maximizing your potential for networking when it comes to follow up, referrals, or partnership building

    Outcomes:

    • Qualify your efforts through metrics
    • Stay on top of mind
    • Reconnect with relationships you’ve lost

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


    • Thursday, November 12, 2020
    • 2:00 PM (EST)
    • Virtual


    With Delvin Joyce, CLU, CHFC, RICP

    Former NFL player turned Financial Planner, Delvin Joyce will share 7 lessons that he learned through athletics that helped him to successfully transition into the Financial Services Industry. Sticktoitiveness will provide insights on overcoming adversity, creating a personal brand and goal setting as well as book recommendations that you can use to further your development.

    Hosted by NAIFA Missouri.


Past events

Wednesday, September 16, 2020 Quick Bytes: Using Reciprocity to Generate Revenue
Thursday, September 10, 2020 September NAIFA LIVE: Y[our] Work Matters
Thursday, August 13, 2020 AUGUST NAIFA LIVE FEATURING DAWN WOLFGRAM, CLF
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
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

Powered by Wild Apricot Membership Software