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…
Month: February 2014
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…