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.
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
3 min read
NAIFA Welcomes New Member Stephanie Tulley
Stephanie Tulley is all about helping others reach their full potential.
Tulley, like many, got into the insurance industry inadvertently, but she soon grew to love her work. Starting as a receptionist at a State Farm agency in 2015, she soon moved to sales, management, and consulting. Now, she manages one of the top State Farm agencies in the Tampa Bay area and runs her own consultancy agency, The Insurance Advisory, to edify other insurance professionals and help them move forward in their careers.
Topics: Member Spotlight New Member Profile
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
2 min read
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
1 min read
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.
1 min read
Rob B. Wellendorf Presents on Day 2 of APC Impact Week
NAIFA member since 1993, Robert B. Wellendorf ll, Business Exit Planning Expert President at Executive Wealth Strategies, will be joining us for 2021 APC Impact Week. Wellendorf will be providing a presentation covering a deep dive case study on life insurance in the business marketplace on October 20th.
Topics: Life Insurance & Annuities Professional Development Advanced Planning
2 min read
Americans Changing Retirement Strategies Due to COVID-19 Pandemic
A new survey indicates that individuals’ thinking around retirement has changed due to the COVID-19 pandemic. While older Americans plan to stay in the workforce longer due to the pandemic, some young professionals plan to retire earlier.
Topics: Retirement Planning
1 min read
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
4 min read
Planning Your Marketing for 2022
It seems like just yesterday we were celebrating the end of 2020 and cleaning up the confetti from socially distanced, Zoom-based New Year’s Eve celebrations. Now as we head into the holiday season, it’s time to think about 2022 and the possibilities it offers for your business. That means getting ahead of the game and planning your marketing strategy for the new year.
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