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Lifesaver Beach

June Is National Annuity Awareness Month

Prior to NAIFA's Congressional Conference, our new partner, Stonewood Financial, provided a workshop titled, Protecting Your Clients (and Their Retirement) from Washington. Becky Ruby Swansburg and Neil Wilding both presented during the morning and are both authors, along with Becky's father, Martin H. Ruby of The Holistic Retirement book which was distributed to all attendees.

NAIFA and Stonewood became a NAIFA partner in February 2024  and many NAIFA members have benefited from their training and presentations. Todd Gaswick, LACP, loyal member since 2005, provided a testimonial during the preconference session stating how much their content has helped his practice. Jim Musgrave, CRPC, a new member who joined NAIFA while attending the Stonewood Financial conference in Louisville where NAIFA spoke and exhibited in February came to his first Congressional Conference this week. 

If you missed Congressional Conference, Stonewood is holding a 3-day virtual series (NAIFA members can attend for free!) and experience what Congressional Conference attendees heard, and much more. Becky Swansburg and Neil Wilding will be among the speakers on June 3-5. Over three virtual sessions, attendees will learn how to position and address emerging retirement risks, like legislative changes in Washington, today's tax and economic environment, lifespan concerns, and more.

NAIFA is proud to be sponsoring this event and will have a 30-minute presentation to raise NAIFA's profile, explain NAIFA's critical role in the industry, and outline the benefits of belonging to NAIFA.

Learn More & Register



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