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Live from the 2018 Summit: 2 CE Webinar with Jim Effner
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When: April 20, 2018
1:00-2:40 pm
Contact: Rachel Dicks

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About This Program:

For those unable to join us in-person for the 2018 Summit, we are live broadcasting the highly sought-after sales presentation by Jim Effner via webinar so anyone can access it virtually. Participants will have access to a video feed of Jim during the presentation as well as the slides he is presenting. Attendees will need to sign-in to the webinar and be on for the duration in order to receive CE credit.

Session Description:

With his relentless passion and energy, Jim shares his most powerful, immediately-actionable sales secrets in one jam‐packed session. These are proven concepts that he used to build his 25+ year track record of success as an advisor and managing partner. Jim has one driving passion: to utilize his unique skills, talents and experience to improve the sales skills of financial reps — thereby increasing the number of lives they impact.

Session Objectives:

  • To describe the benefits and impact of building systems in your practice
  • To outline critical systems for Prospecting, Fact Finding and the Annual Review that advisors can immediately implement


Jim Effner, Master Sales Trainer, Financial Services Speaker, Founder of P2P Group

Jim Effner is a financial services speaker and master sales trainer with 27 years of experience. Formerly, Jim was Managing Partner of the Effner Financial Group, one of the largest Northwestern Mutual offices in the country, consisting of 117 full-time advisors and 28 college financial reps, insuring over 65,000 policyholders with a face amount of nearly $27 billion. Jim began the first 12 years of his career as an advisor and is a lifetime Million Dollar Round Table (MDRT) qualifier. He was also a three-time Forum qualifier, representing the top 5% of all Northwestern Mutual advisors, and the youngest person to make Forum the first two times he qualified. Jim has also overcome numerous life challenges, including losing his hearing just 30 days after taking his managing partner contract. Now, as president of P2P Group, Inc., he shares his proven systems for success with financial professionals around the country.


1:00 – 2:40 pm   “Sales Cycle Mastery – The Essentials” by Jim Effner


NAIFA Member: $30
Non-Member: $50

CE Credits

Full participation on the webinar has been approved for 2 hours MN Insurance CE

PCI Compliance: Do not email forms with credit card information. To protect your data and to comply with PCI standards, the office will not accept emailed credit card information.

Cancellation Policy: N/A

Audio/Video Policy: Registration and attendance at, or participation at association events, constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.

    National Association of Insurance and Financial Advisers of Minnesota

    1000 Westgate Drive, Suite 252, St. Paul, MN 55114
    Phone: (651)366-6091    Fax: (651)290-2266

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