INFORMATION PUBLISHED ON AT.NAIFA.ORG
Richard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriting Training Council Fellowship (LUTCF), Life and Annuity Certified Professional (LACP), and is currently challenging the CFP. Rick was Texas’ fourth Advisor Today national 4 Under 40 recipient, inaugural Texas Young Advisor of the Year, past NAIFA Houston President, and current State Director.
HERE’S A GLIMPSE OF WHAT YOU’LL LEARN:
- Rick Demko talks about his career background and how he got into the insurance industry
- Why Rick chose to specialize in life insurance
- Rick’s involvement with NAIFA and a wealth management firm
- Marketing channels Rick uses to implement growth strategies
- The importance of being persistent in the life insurance industry
- Rick discusses how he’s overcome professional struggles throughout the years
- Tips for aspiring life insurance agents
- The future of the life insurance industry — and the impact of AI
IN THIS EPISODE…
Life insurance is a crucial component of financial planning that provides peace of mind to individuals and their loved ones. As a life insurance agent, how can you cater to the needs and concerns of your clients to ensure they receive the best possible coverage?
According to Rick Demko, being a successful life insurance agent requires knowledge, communication skills, persistence, and a commitment to ongoing professional development. By following these tips, you can build a successful career in the industry while providing invaluable protection to your clients and their families. His journey to success is fraught with industry knowledge, serving the next generation of aspiring agents.
On this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Rick Demko, a licensed life insurance agent, to discuss tips for thriving in the life insurance industry. Rick explains how he got into the insurance industry, his involvement with NAIFA, marketing strategies for growth, persistence, and the challenges he had to overcome.
RESOURCES MENTIONED IN THIS EPISODE:
SPONSOR FOR THIS EPISODE...
This episode is brought to you by the National Association of Insurance and Financial Advisors, or NAIFA, the #1 association for producers in financial services.
At NAIFA, we enhance professional skills, promote ethical conduct, and advocate for legislative and regulatory environments.
By joining NAIFA, you gain access to a partnership that elevates your performance while providing greater purpose to your professional work. NAIFA members are happier, make more money, and stay in the business longer.
Get in touch with NAIFA and learn more about how to join NAIFA by visiting NAIFA.org.
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