$75 Member-Refer-A-Member

February 25, 2014 by · Comments Off on $75 Member-Refer-A-Member
Filed under: IARFC Posts 

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 for any person recruited in previous years.

Note: Member-Refer-A-Member $75 is not available in conjunction with any other referral campaign and applies to US members only. By sending or nomination referrals, you are granting your permission to mention your name as our source and you will be eligible for the reward.

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

February 20, 2014 by · Comments Off on Get Ready for the IARFC National Plan Competition Semi-Finals!
Filed under: IARFC Posts 

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.