NAIFA Members Serve Main Street

In a competitive job market, businesses are looking to financial professionals for benefits to help them attract and keep talent. Nonqualified benefits, like deferred compensation plans, may be a good solution to appeal to executives looking for pre-tax opportunities beyond IRAs and 401(k) plans to accumulate greater wealth for retirement. Knowing the ins and outs of these products may help you practice stand out and appeal to a larger pool of business clients.

NAIFA’s Advisor Today magazine has launched a new Podcast series featuring outstanding NAIFA members and partners sharing their stories and answering questions about their own professional success. Their insights will offer practical ideas and inspire agents and advisors to reach their own levels of peak performance. Industry thought leaders featured on Advisor Today podcasts have a deep understanding of the insurance and financial services industry and what it takes to thrive in the profession.

Dr. Michelle Rozen is a game-changing, revenue-building, performance-boosting change expert and NAIFA is excited to bring her to the main stage for Apex 2022. Her extensive expertise on how change works in the human mind, captivating storytelling,  and actionable takeaways will leave a lasting impact. Michelle will kick off day 2 of NAIFA's Apex Sales Summit at the Arizona Biltmore on August 17-18.

NAIFA's Apex is for hyper growth-focused advisors who are already succeeding and already driven to be among the best. That’s why we've got Cody Askins, founder of 8% Nation, kicking off NAIFA’s Apex as the opening keynote. For Cody, it all started at the age of 20 when he made $117,000 in the insurance industry while attending school full time and playing college basketball. His mission is to help agents and advisors to build skills and learn the necessary mindset to achieve any goal they set.

Apex is NAIFA’s new professional development signature event focused on providing top leadership, sales, and marketing ideas to financial services professionals. The new brand reflects the concept of a “race to the top” where only the top percent of advisors, and the aspiring top percent of advisors, gather to share and compare success stories. The inaugural Apex event will be August 17-18 at the Arizona Biltmore Hotel in Phoenix.

Apex is a completely redesigned pure-play professional development meeting. It features nationally known and highly regarded keynote speakers and educational sessions by top professionals and respected thought leaders in the insurance and financial services industry. Apex is also a premier networking event providing ample opportunities for top advisors to mingle, compare notes, and make valuable connections.