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NAIFA Members Serve Main Street USA

1 min read

Webinar On Demand: How To Advise Your Clients to the Zero Tax Bracket

By NAIFA on 8/13/21 1:30 PM

This month, Fairway Mortgage and the Business Performance Center presented the webinar “How to Advise Your Clients to Get to the Zero Tax Bracket.” 

Topics: Tax Savings Business Performance Center Potential Partners for Advisors
10 min read

8 Common HR Technology Challenges and How to Overcome Them

By Insperity on 8/9/21 2:30 PM

Small and midsize businesses have many challenges in common when it comes to HR technology. In most cases, these challenges can be overcome by using a single human resource management system – sometimes called human capital management (HCM) system – that can:

Topics: Compliance Technology management Business Performance Center Potential Partners for Advisors
2 min read

Ameritas Conference Provides Opportunity for NAIFA Members to Unite

By Suzanne Carawan on 7/29/21 9:54 AM

Ameritas held its Pathways conference this week in Denver, Colorado. Randy Clark, Senior Director of Membership Outreach & Engagement, and Beth Helberg, Director of Partner Marketing, attended from NAIFA staff to support the event. Thanks to Ameritas, we were able to organize a group photo of some of our many NAIFA members who are part of Ameritas. NAIFA members were ecstatic to have the opportunity to unite together for the first time in over a year to show their pride in belonging to their beloved professional association.

Topics: Members Ameritas Business Performance Center
5 min read

8 must-ask questions when shopping for a PEO

By Insperity on 7/9/21 9:51 AM

Are you uncertain about how to find the most suitable professional employer organization (PEO) for your company?

Have you explored all your options? After all, not all PEOs are the same.

Deciding which one offers the best service, the greatest value, and the type of expertise that your organization needs isn’t always so simple.

Topics: Benefits small business Business Performance Center Potential Partners for Advisors
2 min read

Rub-a-dub-dub, three folks in a tub, and who do you think they be?

By Jason Himmelberger on 7/1/21 12:30 PM

The agent, the banker, the financial advisor working for the client, you see.

Okay, that may not be the way you remember the nursery rhyme, but whether you go with the 1950s sanitized version or the 14th Century English version that may have referenced a bawdy show, there is an implication in the rhyme that three seemingly different professionals in close collaboration with one another are probably up to no good. 

Let’s agree that nothing could be more untrue.  That’s our story and we’re sticking to it!

The modern world of insurance, investing, and banking are complex and interwoven.  That’s why Customers Bank chose to partner with NAIFA.

Topics: Business Performance Center Potential Partners for Advisors
2 min read

NAIFA and Customers Bank Announce Educational Partnership

By NAIFA on 6/15/21 2:45 PM

NAIFA and Customers Bank have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two associations. Under the partnership, Customers Bank will provide content for NAIFA blog posts as well as articles for NAIFA’s Advisor Today. NAIFA and Customers Bank will work together to give broader access for financial professionals and consumers to Customers Bank content in areas where the organizations’ interests overlap. 

“NAIFA is excited to partner with Customers Bank to allow our members access to another great resource that they can extend to their clientele,” stated Suzanne Carawan, VP, Marketing & Communications. “NAIFA is always working to provide members with new ways to provide better service to their clients and build more innovative and lucrative practices. Partnering with Customers Bank and raising awareness of their offerings to our members provides additional opportunities to innovate their practice.”

Topics: Press Release Business Performance Center
4 min read

Building Your Squad: Top Reasons to Partner with a TPA

By SMA Services, Inc. on 6/14/21 11:03 AM

The NBA playoffs are upon us — when the best of the best face off against each other. Even if you don’t know a thing about basketball, you’ve heard some of their names: LeBron James, Kyrie Irving, James Harden. But these games aren’t one-on-one. They’re team efforts, and every player has a specific role to play. You have your point guard; your power forward; your shooting guard; your small forward; and your center. Each one has different strengths. Each has different weaknesses, too. 

You don’t have to know what they all do. All you need to know is that you wouldn’t build a lineup of five point guards any more than you would use a lawnmower to trim your hedges, or a chainsaw to cut your grass. Five people playing the same position won’t win any games; neither will one star player on the court all by his lonesome.

 The same principles apply to servicing a 401(k) plan. It takes a team: the plan sponsor, recordkeepers, CPAs, advisors… and a TPA. As an advisor, you may be a wizard when it comes to focusing a plan’s investments. You may be able to maximize participant outcomes in your sleep. But just like an all-star forward, even the best advisor can’t be everywhere at once. Plan design, compliance, and administration are specialties all their own. You need someone who can set you up with an assist. You need a TPA.

Topics: Worksite Benefits 401(k) Business Performance Center Potential Partners for Advisors
3 min read

OneAmerica Partners with NAIFA to Support Advocacy and Educational Initiatives

By NAIFA on 6/10/21 2:45 PM

NAIFA and OneAmerica® have completed an agreement on the Educational Partner Program, under which OneAmerica will provide educational content and thought leadership for NAIFA’s Advisor Today platform as well as its Centers for Excellence: The Business Performance Center, Limited and Extended Care Planning Center, and Talent Development Center. OneAmerica sponsored and participated within NAIFA’s 2021 Virtual Congressional Conference held May 25-26th that drew more than 1,350 advisors, and will be a key sponsor for the upcoming Performance+Purpose conference to be held virtually August 17-19, 2021. 

Topics: Talent Development Center Performance + Purpose Conference Press Release Business Performance Center Limited & Extended Care Planning Center
2 min read

NAIFA and ReminderMedia Announce Marketing Partnership

By NAIFA on 6/8/21 2:26 PM

NAIFA and ReminderMedia have completed a marketing partnership agreement to promote professional cooperation between the two organizations. Under the partnership, ReminderMedia is a founding member of the Business Performance Center. NAIFA and ReminderMedia will work together to give broader access for financial professionals and consumers in areas where the organizations’ interests overlap.

Topics: Press Release Business Performance Center ReminderMedia
3 min read

Step Up Your Game and Get Through the Door:  Selling Qualified Retirement Plans to the Healthcare Industry

By SMA Services, Inc. on 4/15/21 3:07 PM

If you’re looking to expand your presence in the healthcare sector, you’re probably trying to figure out how to sit down with the physicians whose names are on the doors you’re knocking on. But unless you have an existing relationship with one of those physicians — or a personal contact who can help you start one — you may be knocking on the wrong doors.

Topics: Grow Your Business Business Performance Center Retirement Plans The Carson Group

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