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More from the Current Issue of AT

First, introduce these key strategies.

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The first obligation in the NAIFA Code of Ethics is to help maintain our clients’ confidence and protect their right to privacy.

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Nominate a rising star by May 9.

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Podcast Series

In this exclusive interview, NAIFA President Keith Gillies, CFP, CLU, ChFC, describes some of the association's greatest accomplishments during the past year and plans for taking the association to even higher levels of success. 

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AT Asks!

• Conducting seminars

• Using Centers of Influence marketing

• Using direct mail

• Asking for referrals

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