NAIFA Northern California is committed to meeting the needs and interests of members through a variety of member benefits. A new initiative of the 2007-2008 program year is the establishment of "Best Practices Study Groups." These will be geographically-based groups of 10 to 12 members, led by a mentor, to offer practical, ‘hands on’ input, insights and seasoned knowledge on how to successfully prepare and present solutions for clients based on NAIFA’s four best practice specialties of traditional lines, multi-line (P&C), employee benefits and group health, and financial planning and investments.

The focus of each monthly meeting is to find the best application of sales techniques, case design and overcoming objections that leads to successful planning and sales outcomes for both the advisor and the client.

There will be a mentor assigned to each group who has identifiable experience, knowledge and expertise in each of the above eight areas, who is willing to share his/her years of experience and knowledge with others. The mentor’s focus is to provide practical, ‘real life’ application that helps build a person’s business and practice.

Each group will be between 1 to 2 times each month for 1½ to 2 hours. The first meeting is for participants to share up to two cases each they are working on which they want input and feedback on. The second meeting (which can be done by phone) allows the participants and the mentor to track progress on the case, and for the mentor to offer up additional insight and thoughts to assist each participant.

Mentors are individuals with many years of experience in serving clients in their area of expertise. Each mentor makes a commitment to serve as a trainer and guide in an objective, ethical and professional manner as exhibited by their commitment to the profession and NAIFA’s code of ethical conduct. In addition, the mentor commits to maintaining contact with each participant until such time as the participant(s) brings the case(s) to conclusion.

Become Involved
If you would like to be involved in a Best Practices Study Group, please email us at info@naifanorcal.org