Friday, December 15

Monthly Archives: February, 2014

Starts March 1 through May 31, 2014 Referring colleagues is rewarding with the new $75 Member-Refer-A-Member campaign. When you nominate professionals and they join the Association, the IARFC will send you $75! You do the easy part – provide us with all the contact information. We do the hard part – follow through with them to show the benefits and advantage provided by the Association. To send in your nominations – download our Member-Refer-A-Member application, fill it out and sent it in. Rules: There is no limit to the number of individuals you many nominate. Members will not receive credit…

The IARFC has received all the entries for the National Plan Competition and has selected the Semi-Finalists for presentation on March 6th before financial professionals via web conference. Semi-Finalists must consider these judges as a potential client for their services. The criteria for judging will be based on the following: Professional rating – speech, dress, mannerisms, poise Reference to client circumstances, plan features and analysis Clarity of explanations of planning issues and recommendations Creativity and suitability shown in recommendations Effectiveness of working and presenting as a team Ability to handle surprise question from the judges The names of the Finalists…