Upcoming events

    • Friday, September 24, 2021
    • 9:00 AM - 10:00 AM
    • VIRTUAL WEBINAR
    Register


    NAIFA CT invites you to a legislative recap with our contract lobbyist, Josh Hughes, Esq. of Capitol Consulting.

    Josh will review:

    • Success of Bill 6266 regarding Cash Value Protection
    • CE Amendments
    • Retirement Board Activity
    • State Capitol Activity

     

    ABOUT THE SPEAKER

    Josh Hughes is a Senior Vice President, lobbyist and attorney at Capitol Consulting. He brings to Capitol Consulting a solid reputation with over 15-years of experience as a Capitol insider with extensive knowledge of the legislative process and policymakers. Over the years, Josh’s network of contacts has provided his clients with access to all levels of state government in the legislative, administrative and executive branches. He has a reputation of working tirelessly to achieve successful results for the clients he is privileged to serve.

    During his State Capitol lobbying career Josh has provided leadership and strategic advice to numerous corporations, state and national associations as well as nonprofit organizations including Tesla Motors Inc., Caterpillar, the National Association of Insurance & Financial Advisors (NAIFA), Greenskies Renewable Energy, the Association of American Publishers, the Corporation for Battery Recycling (Duracell, Panasonic and Energizer), the National Electrical Manufacturers Association (NEMA), Splunk Inc., alcohol retailers, distillers and wholesalers. Josh also continues to work with legislative campaigns in both parties bolstering the bipartisan connections of the firm.

    Before becoming a State Capitol lobbyist, while in law school Josh was an intern with CB Richard Ellis commercial real estate in New York City. Prior to that Josh worked in the sales department of John Hancock Mutual Funds in Boston. In addition, he was on the account team of Ingall’s Advertising.

    Josh received his Bachelor of Arts degree in American Literature with a minor in Environmental Studies from Hartwick College. He received a Juris Doctorate degree from Quinnipiac University School of Law.


    • Wednesday, October 13, 2021
    • 2:00 PM
    • WEBINAR


    DAWN OF THE NEW NORMAL

    Wednesday, October 13, 2021: 2 PM eastern

    The “New Normal” presentation takes a timely look at how to successfully navigate 2020 and 2021 during the “COVID19” era. Eszylfie Taylor will help you put these times into perspective with the right mindset and show you how to conduct MORE meetings by becoming efficient with technology and social media. He’ll share with you sales ideas he uses in his own practice that you can begin to implement immediately into your own and generate the biggest month of production in 2021.


    • Wednesday, October 20, 2021



    4 Under 40 Awards
    Wednesday, October 20, 2021 9-12PM 


    MORE INFORMATION TO COME!

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

    HOLIDAY CARDS AND COMMUNICATIONS WITH GRIEVING CLIENTS
    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
    • WEBINAR

    THE GO-GIVER WAY TO ACCELERATING YOUR BUSINESS

    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.

     




Contact Us

National Association of Insurance and Financial Advisors of Connecticut

2400 Post Road
Warwick, RI 02886

Phone: (860) 453-0004

© 2021 NAIFA Connecticut,  All Rights Reserved.


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