NAIFA and the American College
How can you:
- Build your financial services foundation?
- Advise your clients from a position of strength?
- Make an impact on your bottom line?
The American College has partnered with the National Association of Insurance and Financial Advisors (NAIFA) to market and deliver sales training and education. An advisory board, the Financial Services Training Council (FSTC), consisting of leading industry representatives, provides advice and counsel to ensure that the LUTCF and FSS designation programs meet the needs of the insurance and financial community and The American College’s standards of academic excellence.
What are the LUTCF and FSS designations? Through a long standing parterrneship with the American College, NAIFA offers training for the LUTC Fellow (LUTCF) and Financial Services Specialist (FSS) designation. These designations are held in high regard in our industry and give our clients confidence that our members are knowledgeable.
LUTCF Overview
The LUTCF (Life Underwriters Training Council Fellow) designation is jointly conferred by the National Association of Insurance and Financial Advisors (NAIFA) and The American College. The LUTCF designation represents accomplishment and professionalism, helping life insurance professionals to establish strong and lasting client relationships. Since its inception, the LUTCF designation has been awarded to more than 63,000 individuals–including designees who earned it since the College assumed ownership of the designation curriculum from the Life Underwriters Training Council.
The LUTC program courses teach you “what to say, how to say it, and when to say it” to capture and retain you clients’ business. At the same time, courses focus on fundamental product and service concepts that are essential to your long-term success. Topics in the program include:
– Basic planning concepts and needs applicable to the personal insurance market
– Effective communication skills
– Identify target markets, prospect, fact finding, sales presentations, and policy services
– Life-cycle segmentation
– Examining the needs of the senior market
– Products and services such as:
- Disability income insurance
- Business insurance
- Employee benefits policies
- Long-term care insurance
- Annuities
- Retirement plans
- Social insurance
- Trust and estate planning
FSS Overview
The FSS (Financial Services Specialist) designation courses offer current knowledge on a wide range of products and services to help you explore new markets, retain your client relationships and compete for a larger share of their business. Are you a new financial services representative, or providing sales support to financial advisors? The FSS designation provides you with practical sales skills and introductory-level technical knowledge to help advance your career. How the FSS designation can help you:
Sales Training That Teaches You:
– What to say, how to say it, and when to say it
– Basic planning concepts and needs in the personal financial services market
– Effective communications skills
– Target marketing
– Prospecting for new clients
– Making sales presentations
– Planning Fundamentals, including:
- Estate Planning
- Financial Planning
- Investment Planning
- Retirement Planning
- Senior Planning
- Products and Services, including:
» Annuities
» Business insurance
» Disability income insurance
» Employee benefits
» Life insurance
If you’re interested in more information on either the LUTCF or FSS programs click HERE .
How do you register for a class?
NEW!! For a list of the online live courses click HERE. – OR – To find a class in your state, click HERE.
[Note: You only need to choose the state you wish to search. No need to enter a moderator name or course title.]
What if you already have the LUTCF or FSS designation?
If you already have your designation, sign up to moderate a class in your area. With the new partnership between NAIFA and The American College, moderators can earn up to $1,000 per class. Learn more at www.theamericancollege.edu.
You can also work with your local association to help promote a class. If registration goals are met for 2008, an innovative new scholarship program will be established in 2009. The American College will provide the funds, and NAIFA will be in charge of distribution of the funds to best allow NAIFA members to receive scholarship money for tuition, especially for first-year producers.
For more information please contact:
Tom Ashley
Interim Chief Executive Officer
(850) 422-1701, ext. 202