Marketing

Navigon Financial Group, Inc is an industry leader in the development and implementation of diversified, compliance-approved marketing programs which help position producers in front of key target markets and lead them to additional sales and referrals from business owners, professionals, and high-net-worth individuals, and their families.

Navigon Financial Group, Inc provides the value of an in-house marketing support to all levels of agents. Our Marketing director works one on one with agents to help them achieve their business objectives.

Our marketing innovations include:

myWorth – Marketing to Women

Life Stage Planning – An evolving financial plan for an evolving life

Financial planning can be a lot like growing a garden. You plant the seeds to get it started, but then it requires attention and care to make the seeds grow. Along the way, you may encounter unexpected events that change the way you care for it.

The same holds true for planning for your financial future. Events in various stages of your life can affect your long-term wealth accumulation strategy, including:
•Widowed or divorced
•Having children
•Owning a business
•Buying a home
•Caring for an aging parent

When you are creating your financial plan, it’s important to understand that it’s not a one-time event but an ongoing process. Any time you experience a life stage event, it’s a good idea to review your financial plan and make changes as needed.

The bottom line

You need an effective plan for setting money aside for the future. You need a plan that adjusts along with your life stage yet stays consistent with your investment objectives and financial goals, which may include:
•Preparing for retirement
•Living well in retirement
•Paying for college
•Charitable giving
•Being on your own later in life

Whether you’re working with a Financial Advisor or managing your financial plan on your own, it’s important to be flexible and know that sometimes, plans change.

For more information please feel free to download our brochure or feel free to visit worthforwomen.com.

Women and Wealth: Empower Yourself

Women and Wealth: Empower Yourself

Did you know that women age 50 and older control a net worth of $19 trillion and own more than 3/4 of the nation’s financial wealth? That’s no small number. And it’s growing every day. In today’s world, many women are holding the power positions in their family. More and more women are working full time, and making more money than their male counterparts. These statistics go to show you how powerful women are in the American workforce, homes, and consumerism.

With women controlling as much wealth as they are, it’s important to have a clear understanding of how to manage it.

Empower yourself with these quick tips:

Get involved: Don’t be in the dark when it comes to the state of your finances. How much are you paying monthly for car insurance? Bills? Mortgage? Student loans? Do you have disability income insurance? Do you know how much you are contributing to your employer’s retirement plan? Is your company matching that at all? What about life insurance? This is just the beginning of the many questions that you need to know the answers to.

Learn the basics: Once you have a clear picture of where all of your money is going, take the next step to learn how to use products and strategies that give you more benefits, protection and wealth. You should work with a professional that is equipped to help you analyze your financial picture as a whole. If you have multiple advisers consider using a Macro Manager™ so you don’t lose wealth and opportunities.

Take action: Get started by first insuring yourself for your full replacement value, increase your savings to equal at least 15% of your income, and secure 6 months worth of living expenses in liquid accounts. If you don’t have protection, you are vulnerable to loss. In addition, access to capital is also important to stay consistent and persistent with your plans. Once you have done these three steps, you can consider putting money towards retirement and growth.

And find the professional who fits your life: This is so important. Just because one of your friends really likes their financial adviser doesn’t mean they’re the right fit for you. Find someone who understands your lifestyle and can help you make the right decisions at the right time. When working with a Leap Professional, you’re able to see your entire financial picture. This way, you’re always sure that your money is working together to produce optimum results for you and your family.

With women holding such power over wealth, it’s important that we empower ourselves to take control. Like I always say, own your financial journey.

This post was originally published as “Women, Money & Power” at andefrazier.com

Small Business Marketing Program.

Our market research shows that business owners have unique attitudes and concerns you need to understand. Penn Mutual’s Small Business Marketing Program offers tools to help you reach business owners and their advisors and show how you can add value.

Our Success Over Survival workshop, now approved for CPA continuing professional education credits, will help you showcase the four key planning areas important for long-term business success. We offer prospecting tools and tips to help cultivate relationships and a Business Owner Fact Finder that helps you ask the right questions to start building strong business owner relationships by uncovering important facts, focusing on priority needs and laying the groundwork for long-term planning.

Personal Coverage Reviews

40% of households with children under 18 say they would have trouble meeting living expenses if the primary breadwinner died today

Personal Coverage Reviews can also be valuable when meeting with new prospects to demonstrate your commitment to their protection. By meeting with you, the prospect can confirm they have the right protection in place or can learn about additional options they should consider.

As life unfolds your clients’ needs change. It is important to set up a systematic process to meet with them on an annual basis to make sure their coverage is still meeting their needs. The Personal Coverage Review is an effective way to build relationships with your clients while providing an invaluable service to ensure their protection needs are being met.

Professional Advisors Alliance

This program is designed as a structured approach to help advisors, CPAs, Accountants and Property and Casualty firms form productive and profitable alliances along with other professional advisors through effective marketing.

Accounting firms of all sizes throughout the United States are expanding on their traditional services by becoming financial advisors and wealth managers. This is being driven by structural changes in the CPA profession, new regulation, and emerging opportunities. Almost all CPAs are aware of the changes and opportunities. But this leaves one critical question: Why Should CPAs consider expanding their practice in financial services? At PAA, we believe the best answer may be shorter and simpler than you think.


3025 Carrington Mill Blvd. Suite 150,   Morrisville, NC 27560   info@navfin.com   (866) NAVIGON   (919) 941-6263  |