Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025. The panel of industry experts will arm you with strategic insights, ensuring you capitalize on evolving planning opportunities and prepare your clients effectively for the imminent shifts in the tax landscape.
Recent posts by NAIFA
2 min read
Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024
Topics: Financial Planning Legacy Planning Tools Taxes
3 min read
Joe Jordan to Receive the 2023 John Newton Russell Memorial Award
NAIFA is proud to announce Joseph W. Jordan, inspirational speaker, behavioral finance expert, best-selling author, and one of the founders of the Insured Retirement Institute (IRI), is the recipient of the 82nd annual John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry to a living individual who has rendered outstanding services to the institution of life insurance. The selection committee consists of representatives of the nine leading organizations in the life insurance and financial services industry. Jordan will be celebrated and formally presented the award at NAIFA’s National Leadership Conference and Belong event in Washington, D.C., on December 4.
Topics: Awards Press Release
2 min read
NAIFA Live August 2023
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This month's NAIFA Live taking place on the 17th, focuses on two of some of the most critical aspects of financial planning being college funding and retirement savings. Both can significantly impact an individual's financial stability, and navigating these domains requires strategic foresight and guidance.
3 min read
NAIFA Announces Apex East Sales Summit to Be Held in New National Headquarters this October
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NAIFA's Apex East conference is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others.
Topics: Sales & Marketing Press Release Apex
2 min read
NAIFA's LACP Certification Sets You Apart
Are you a successful producer, dedicated to your career and committed to providing knowledgeable, ethical client service? Let the world know by getting NAIFA’s Life and Annuity Certified Professional (LACP) certification.
Topics: Certifications & Designations LACP
3 min read
August Is Awesome for NAIFA Advocacy
August is In-District Meetings month at NAIFA.
Every August, Congress recesses, allowing Senators and Representatives to spend a few weeks working from their home states and districts. Things slow to a crawl in our nation’s capital but they really heat up in Congressional districts across the country. It’s an opportunity NAIFA does not pass up.
Topics: Press Release Federal Advocacy Grassroots Congress
38 min read
How Participating in NAIFA Adds Value to Your Financial Services Career With Tom Cothron
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Tom Cothron is an agency manager for a multi-line insurance company offering auto, home, and life insurance products. Tom is a seasoned expert, spending 40-plus years dedicated to the financial services industry. He is a certified Life Underwriter Training Council Fellow (LUTCF) and a Financial Services Certified Professional (FSCP). He currently presides as NAIFAs President-Elect.
Topics: Podcast
1 min read
46% of Financial Professionals Don't Recommend LTC Insurance
A study conducted by OneAmerica found that 46% of financial professionals do not recommend long-term care (LTC) protection to their clients.
The study highlights a potential gap in helping clients prepare financially for potential LTC expenses. It is estimated that almost 70% of individuals over the age of 65 will require LTC services at some point in their lives, making LTC protection an important aspect of retirement planning.
Topics: Long-Term Care Research/Trends Long-Term Care Insurance
1 min read
NAIFA's Advisor Today Summer 2023 Edition Now Available
The Summer 2023 issue of NAIFA's Advisor Today magazine is here! NAIFA members will receive a copy in the mail soon. For non-members and those who prefer a digital format, the current issue and our back catalog are available online.
Topics: Advisor Today
1 min read
Congratulations to Our Membership Survey Winners
Earlier this year, NAIFA conducted its annual membership survey. This year, five randomly selected members who completed the survey received a $100 gift card. We're excited to congratulate the winners:
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