NAIFA is pleased to announce that NetWorth Asset Management in Lansdale, PA, has become a NAIFA 100% Agency. Under the membership program, NetWorth Asset Management, Inc. has enrolled all of its advisors as NAIFA members and enrolled them in NAIFA’s grassroots advocacy programs.
Recent posts by NAIFA
2 min read
NetWorth Asset Management, Inc. in Lansdale, PA, Is a NAIFA 100% Agency
Topics: Press Release NAIFA 100% Agency
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NAIFA's Diane Boyle to Provide Policy Update For NAIFA's LECP Impact Week
Decisions made by policymakers from Washington, D.C., to Washington state are impacting the way insurance and financial professionals are helping consumers plan for their long-term care needs. NAIFA's advocacy team, working with the Limited and Extended Care Planning Center's Legislative Working Group, which consists of LECP sponsors, insurers, NAIFA members, third-party administrators, distributors, and other stakeholders, is exploring and enhancing policy positions for NAIFA through the association’s government relations capabilities as it engages directly with lawmakers and regulators. NAIFA is the only association of insurance and financial professionals making an advocacy impact at the federal, interstate, and state levels, including in every state capital around the country.
Topics: Long-Term Care Legislation & Regulations Limited & Extended Care Planning Center Federal Advocacy
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Leaders in Long Term Care Technology Present at Impact Week
NAIFA LECP Impact Week will feature industry leaders for a panel discussion on "Technology Shark Tank: Taking the Robot out of the Advisor/Agent.”
The panel will address how to use the right technology to increase your profit, outreach, and professionalism. Ken Leibow, Founder and CEO of InsurTech Express, will moderate the discussion.
Topics: Technology Limited & Extended Care Planning Center
1 min read
Sharfman Session at APC Impact Week Garners Media Coverage
InsuranceNewsNet magazine highlighted "9 Ideas to Help Producers Grow Their Business," presented by Howard Sharfman, senior managing director at NFP Insurance Solutions, during the Society of FSP and NAIFA's Advanced Practice Center Impact Week.
Topics: Advanced Planning
3 min read
Success Is a Collaboration of Problems Solved at NAIFA's LECP Impact Week
NAIFA’s Limited and Extended Care Planning Center is hosting the second annual NAIFA LECP Impact Week, November 1 - 5.
The virtual event, with the theme Success Is a Collaboration of Problems Solved, has been revamped for 2021. Each of the five days of Impact Week programming will drill down on a specific topic and feature multiple presenters in a packed one-hour presentation, 12 - 1 pm eastern.
Topics: Long-Term Care Limited Care Press Release Limited & Extended Care Planning Center
1 min read
Exploring Money Mountaineering With Harlan Accola and Peter Neuwirth
On November 12, author and Senior Consulting Actuary Peter Neuwirth, FSA, will join Harlan Accola, CRMP, CSA, (loyal NAIFA member since 2015 )National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, to present "Exploring Money Mountaineering."
This webinar will focus on Neuwirth's six foundational principles of Holistic Financial Wellness. Neuwirth and Accola will discuss how the lessons learned from the COVID-19 crisis can help us prepare, psychologically and financially, for the uncertainty of the future.
The event will take place on Friday, November 12, at 2 pm eastern.
Fairway Independent Mortgage Corporation is an Educational Partner to NAIFA. For members, you can learn more about Fairway and how to partner within the Member Portal.
Topics: Financial Planning Financial Wellness Financial Literacy Business Performance Center
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NAIFA Leaders to Deliver State of NAIFA for Q4 2021
Tuesday, October 26, 2021 | 2 pm eastern
The Q4 State of NAIFA will feature NAIFA President Thomas Michel, LACP, and CEO Kevin Mayeux, CAE, updating all interested stakeholders on how NAIFA is serving members and the insurance and financial services industry. They will also outline the association’s progress towards meeting goals established by the NAIFA 2025 Strategic Plan. The program will feature a legislative and regulatory update by NAIFA Assistant Vice President for Government Relations Judi Carsrud.
Topics: Press Release
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NAIFA Mourns the Passing of Former Ameritas CEO JoAnn Martin
NAIFA is very sad to learn of the passing of JoAnn Martin, the former CEO of Ameritas and a respected leader in the insurance and financial services industry. Martin led Ameritas for more than 10 years before her retirement in 2020. She was a strong supporter of NAIFA and our industry.
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Diane Boyle to Present During APC Impact Week
NAIFA Senior Vice President for Government Relations, Diane Boyle will be joining us during the 2021 APC Impact Week. Just added to the agenda, Boyle will provide a legislative and regulatory update on Tuesday, October 19.
Topics: Advocacy Professional Development Advanced Planning
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E4 Insurance Presents a Special BREW Featuring Shane Van Patten
E4 Insurance Services invites you to join our Building Relationships Every Week (BREW) Wednesday, Nov. 3, 2021, from 12:00-12:30 PM CST. November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need!
Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance into their practices for the past 16+ years.
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