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Field Notes

Quick, actionable insights from top Fraternal Financial Professionals. Each read takes only a few minutes and shares a field-tested tactic you can use today.

NEW • Prospecting

First Appointments: What’s Actually Working

Contributors: Melancon, Newlin, Morgan, Villaça, Ruffo & McIver

Prospects are busier and more distracted than ever. Learn the 6 specific ways seasoned producers are cutting through the clutter to get members to commit to a time.

Appointments Ghosting
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Objections

When a Client Says: “That’s Too Expensive”

Contributors: Lukas, Chambers, DeMarco, Adamson, Desaubin, Huenniger, McIver, Pugh & Byers

Learn how top agents clarify the real objection, reframe consequence vs. price, and right-size coverage without losing the sale.

Objections Budget
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Process

Re-Engaging Old Leads or Clients

Contributors: DeMarco, Melancon, Malmstrom, Filippelli, Ruffo, Huenniger & Vosler

Practical ways to reconnect with past prospects and clients using scripts and systems that keep you top-of-mind.

Follow-up Pipeline
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Referrals

How to Ask for Referrals Without Feeling Pushy

Contributors: Cabral, Newlin, Christian, Maschmeyer, Romano, Kraemer & Medley

Service-based approaches that increase quality introductions by focusing on timing and language rather than pressure.

Referrals Service
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Identity • Coming Soon

The 60-Second "Fraternal Story"

How do you explain the "Fraternal Difference" to a prospect who thinks you're just another insurance agent?

Watch your inbox — we’ll be emailing for submissions soon.
Closing • Coming Soon

The "I'll Think About It" Trap

How do you distinguish a polite 'no' from a genuine need for time? We're looking for your best scripts.

Watch your inbox — we’ll be emailing for submissions soon.


 PO Box 608, Buffalo, MN 55313   | 763-265-3311  |  Contact NAFIC