Tuesday, July 23

Get Ready for the IARFC National Plan Competition Semi-Finals!

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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 will be announced a week or so after the Board Meeting and plans will be made for the LIVE PRESENTATIONS in Las Vegas.

    You can still be a judge for this final phase. Plan to attend the Branding Workshop the day before and make it a complete professional event.

    For more information, go to event registration.

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