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NAIFA Power Hour

Particiate in a NAIFA Power Hour

Sign Up for an Upcoming Monthly Power Hour

Every month, NAIFA membership will host a Monthly Power Hour at 12 pm eastern on the second Thursday of the month. Complete this form to let us know you'll be participating.

One day prior to the Power Hour, you will receive your list for calling. This is to ensure that the list is "fresh" and you are not calling someone who just renewed or joined. Each list will contain approximately 12 names. We have come to determine that it is about average to call in 60 minutes. The list will let you know what type of call this is (Renewal, deep lapse, etc.) Use the scripts below to assist in making calls.

Invite the National Membership Staff to Your Chapter's Power Hour

If your chapter is hosting a Power Hour with your board and/or membership, NAIFA's Membership staff is ready, willing, and able to join in and make calls with your team. Complete this form and our team will plan to join you!

Download Power Hour Best Practices                  Download Power Hour Volunteer Instructions

 

View sample scripts, email, and text message templates for your membership efforts. 

Expired Members 
Email Template:

Copy and paste this template into an email to your lapsed members! Feel free to edit to make it your own or talk about things happening in your chapter.

Email Template Lapsed Members

 

Prospective Members
Email Template:

Copy and paste this template into an email to your prospective members! Feel free to edit to make it your own or talk about things happening in your chapter.

Email Template Prospective Members

 

Former Members
Email Template: 

Copy and paste this template into an email to your former members! Feel free to edit to make it your own or talk about things happening in your chapter.

Email Template Former Members

Expired Members
Phone Script:

Use this template (feel free to tweak it to make it your own) when calling members who's membership has expired.

Phone Script Expired Members

Prospective Members
Phone Script:

Use this template (feel free to tweak it to make it your own) when calling potential members to join NAIFA!

phone script Prospective Members

Former Members
Phone Script:

Use this template (feel free to tweak it to make it your own) when calling former members to come back to NAIFA!

phone script Former Members

Expired Members
Text Message:

Use this template (feel free to tweak it to make it your own) to text expired members to renew their NAIFA membership!

Just reaching out to let you know that your NAIFA membership has expired. Don't miss any of our fantastic benefits that now include an updated consumer-facing profile for you located at findapro.lifehappens.org! Renew now at your current rate using our easy form: https://naifa.formstack.com/forms/renew Thanks for belonging!

Prospective Members
Text Message:

Use this template (feel free to tweak it to make it your own) to text potential members to join NAIFA!

My membership with NAIFA, the National Association of Insurance and Financial Advisors, is among the best investments I've ever made. Consider joining me in the largest and oldest association in the financial services industry. https://belong.naifa.org/join

Former Members
Text Message:

Use this template (feel free to tweak it to make it your own) to text former members to join NAIFA!

You're invited to take a second look at NAIFA. Our membership value proposition has never been stronger! Come home to the community that cares and explore a new, stronger association. https://belong.naifa.org/join