NAIFA Massachusetts

Upcoming events

    • Wednesday, June 10, 2020
    • 9:00 AM (EDT)
    • Virtual
    Register


    CALL LIMITED TO FIRST 100 PEOPLE

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

    Follow-Up and Re-Engagement

    Having expectations are encouraged if they are stated and agreed upon. Develop and communicate rules of engagement that create trust and comfort. Be viewed as an expert by establishing a mutually agreed upon process that addresses pain centers, goals, communication preferences, a follow-up plan and informational needs. 

    Challenges: 

    • Motivate prospects to review your proposal/materials
    • Address shifting priorities 
    • Deal more effectively with delays and missed appointments
    • Establish priorities related to want vs need
    • Create urgency in the sales process 

    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


    • Thursday, June 11, 2020
    • 2:00 PM (EDT)
    • Virtual
    Register

    Join us for a free webinar "Managing Your Stress in these Difficult Times" with Dr. Jerry Teplitz on Thursday, June 11 at 2:00PM.


    This presentation that addresses the specific situation of the stresses we experience as a result of both expected and unexpected change in our lives.

    Participants will learn techniques that will enable them to cope with the stress of change more productively and effectively.

    Dr. Teplitz has given this seminar to numerous other financial institutions including the FDIC, Peoples State Bank, Massachusetts Banker's Association, Financial Management Institute, Diversified Investment Advisors, Association of Investment Management Sales Executives.


    “My stress level reduced immediately after using the techniques taught at the session.”
    - Brad Havran, FDIC

    “Jerry shares information everyone needs to know and use to be a high performer."
    - Bob Younglove, Performance Coach,
    Path Associates, Towson, MD

    “Finding out your body’s energy is unbelievable and will be used when I return to work to improve my efficiency and lower my stress level.”
    - Dee Gresham, Bank of Upson, Thomaston, GA Vice President


    ABOUT THE SPEAKER

    Dr. Jerry V. Teplitz is a pioneer in the field of stress management. He’s been teaching and writing about how to handle stress since 1974. He’s been publishing a monthly blog called Healthy Alternatives for 18 years and is now doing a weekly email.

    He wrote How to Relax and Enjoy…, which was one of the first books in the field before stress management was even considered a field!  His latest iteration of this book is Managing Your Stress in Difficult Times: Succeeding in Times of Change. In August, Dr. Teplitz will be inducted as a Legend of the Speaking Profession by the Veteran Speakers Network.



    • Wednesday, June 24, 2020
    • 9:00 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: 

    Growing Your Sphere Of Influence

    The benefits of channel partnerships are boundless; partnerships can provide additional opportunities to generate leads, network, and share mutually beneficial business strategies. You will learn how to make investments, both physical and emotional, in your partnerships before making these commitments. Finally, you will gain the ability to craft and create an action plan with existing and future partnerships.

    Challenges:

    • Advocate for reciprocity after doing favors for people in your network
    • Leverage referral partners to see you as the best and only solution
    • Qualify who will be a passenger and who will be an advocate
    • Know how partners can help even if they can’t provide instant gratification

    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


    • Thursday, October 01, 2020
    • (EDT)
    • Sunday, October 04, 2020
    • (EDT)
    • Boston, Massachusetts


Past events

Monday, June 01, 2020 Open Forum
Wednesday, May 20, 2020 Quick Bytes: I Object: How to Minimize and Overcome Objections
Tuesday, May 19, 2020 NAIFA Nation Impact Week
Monday, May 11, 2020 Q2 2020 Guide to the Markets
Wednesday, May 06, 2020 Quick Bytes: It’s Not Just What You Say, It’s How You Write It
Monday, May 04, 2020 Open Forum
Wednesday, April 22, 2020 Quick Bytes: It’s You they Buy – How to Differentiate Yourself
Monday, April 20, 2020 Open Forum
Wednesday, April 08, 2020 Quick Bytes: Out of Sight/Out of Mind
Monday, April 06, 2020 Bring Your Questions - Talk to Your State Board Via Zoom
Thursday, January 30, 2020 Fiduciary Regulation Update - Conference Call
Friday, January 10, 2020 Western MA Legislative Breakfast
Tuesday, January 07, 2020 Secretary Galvin's Hearing on Proposed Fiduciary Regulation
Thursday, November 21, 2019 NAIFA Live: Understanding the Broadening Options for Extended and Long Term Care Planning
Wednesday, November 06, 2019 Super CE Day
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
Thursday, August 15, 2019 4 Under 40 Event
Thursday, June 20, 2019 Outplay, Outthink, Outperform the Competition: The Winner's Circle with Mark Altman
Thursday, June 13, 2019 NAIFA MA Board & Annual Meeting
Thursday, May 16, 2019 NAIFA MA Board Meeting
Thursday, May 16, 2019 Influence, Motivate and Inspire: The Winner's Circle with Mark Altman
Tuesday, May 14, 2019 Save the Date! NAIFA Congressional Conference
Tuesday, April 09, 2019 NAIFA MA Board Conference Call
Tuesday, March 12, 2019 NAIFA MA Board Meeting
Tuesday, February 12, 2019 NAIFA MA Board Conference Call
Wednesday, January 16, 2019 Freshman Legislators Breakfast
Friday, January 11, 2019 Western MA Legislative Breakfast
Monday, December 17, 2018 Volunteer with NAIFA MA at Rosie's Place
Thursday, October 04, 2018 Special Member Presentation: Greg Raines
Thursday, September 13, 2018 Performance + Purpose 2018 Annual Conference
Thursday, August 16, 2018 4 Under 40
Thursday, June 07, 2018 NAIFA MA Annual Meeting & Special Presentation with Devon Harris, Member of the First Jamaican Bobsled Team
Friday, March 23, 2018 Special Presentation: Climbing to the Peak of Performance
Friday, January 12, 2018 Western Massachusetts Legislative Breakfast
Tuesday, December 19, 2017 Holiday Gathering
Thursday, November 16, 2017 Super CE Event
Thursday, November 09, 2017 NAIFA MA Board Conference Call
Thursday, October 12, 2017 NAIFA MA Board Meeting
Thursday, August 10, 2017 4 Under 40 Event
Thursday, June 15, 2017 NAIFA MA Annual Meeting & Special Presentation with Col. Mark Tillman, Air Force One Pilot
Tuesday, May 23, 2017 NAIFA Congressional Conference
Wednesday, March 29, 2017 Day-on-the-Hill & Freshmen Legislator Breakfast
Thursday, March 09, 2017 Ethics Program
Friday, January 13, 2017 Western Massachusetts Legislative Breakfast
Thursday, December 08, 2016 NAIFA MA Holiday Get-together
Thursday, November 10, 2016 Post-Election 2016: The Impact on Insurance & Financial Services
Thursday, November 10, 2016 NAIFA MA Board Meeting
Thursday, November 03, 2016 Government Relations Committee Meeting
Friday, October 14, 2016 FP Transitions: "Job - Practice - Business - Firm"
Wednesday, September 07, 2016 FSP Boston - Member Exchange: The Current State of Life Insurance Premium Finance
Thursday, August 25, 2016 2016 NAIFA Massachusetts 4 Under 40
Thursday, June 23, 2016 2016 ANNUAL MEETING
Tuesday, May 24, 2016 NAIFA Congressional Conference
Wednesday, May 11, 2016 2016 NAIFA MA Day-on-the-Hill
Wednesday, March 23, 2016 REGISTRATION CLOSED: 20 Credit Super CE Day
Friday, January 08, 2016 Western Massachusetts Legislative Breakfast
Tuesday, January 05, 2016 Follow-up DOL Fiduciary Rule Advisor update webinar
Tuesday, December 15, 2015 Webinar on DOL Fiduciary Rule
Wednesday, October 28, 2015 2015 Fall Kickoff Event
Saturday, October 03, 2015 NAIFA 2015 Annual Conference
Thursday, August 13, 2015 2015 NAIFA Massachusetts Four Under Forty
Thursday, June 11, 2015 2015 NAIFA MA Annual Meeting
Tuesday, May 19, 2015 Congressional Conference 2015

CONTACT US

National Association of Insurance and
Financial Advisors of Massachusetts

2400 Post Road, Warwick, RI 02886

Phone: 617-402-5001Email: hello@naifama.org

© 2020 NAIFA Massachusetts, All Rights Reserved.


SEARCH

Powered by Wild Apricot Membership Software