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AdvisorToday Blog

Moving Beyond Accumulation Strategies

Having more conversations with your clients can help them perform a critical task: close some of the gaps...

3 min read

A Valuable Membership Lesson from NAIFA’s Blueprint Leadership Training

During NAIFA’s Blueprint Leadership Training yesterday, participants received numerous tips on how to...

1 min read

Glenn Crawford Is Recipient of NAIFA’s Hard Hat Award!

We are pleased to announce that Glenn Crawford is the recipient of NAIFA’s Hard Hat Award. This new NAIFA...

1 min read

Advisor Ambassador Profile: Camille Tan (NAIFA-IL)

Camille Tan is an advisor with Strategic Financial Group and has been a loyal member since 2004.

Camille...

2 min read

NAIFA’s Blueprint Leadership Training Offers Great Ideas for Successful Marketing

Yesterday, Day Three of NAIFA’s Online Blueprint Leadership Training, began with an overview of the new...

2 min read

NAIFA Welcomes New Member: Luis Lopez

Luis Lopez is a Development Manager at New York Life Insurance Company and a new NAIFA member.

Lopez...

3 min read

The Simple 3 Buckets of Wealth

Home Equity and Reverse Mortgages have rarely been part of Financial Planning for retirement but since...

1 min read

NAIFA Kicks Off Weeklong Leadership Training for Association Volunteers

NAIFA kicked off its week-long leadership training for state and local chapter leaders. NAIFA President ...

3 min read

Highly Respected and Accomplished Advisors Named to NAIFA-New York Transition Team

Team of industry stalwarts in the state will lead NAIFA’s New York chapter until state members select a...

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