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April Is National Financial Literacy Month

1 min read

Avoiding the Tax Freight Train in Retirement Planning

By NAIFA on 5/8/20 4:10 PM

David McKnight, a retirement planning expert and best-selling author of The Power of Zero and other books, told May 4 NAIFA Town Hall attendees about the tax “freight train” heading our way and how the COVID-19 crisis affects the tax implications of retirement planning.

Topics: Retirement Planning Taxes COVID-19
1 min read

Join Us for the NAIFA CEO Panel

By NAIFA on 5/7/20 4:40 PM

NAIFA’s Online CEO Panel
Tuesday, May 12 at 1 PM EDT
Free to all financial professionals

NAIFA is bringing together CEOs from the insurance and financial services industry’s top associations to discuss our collaborative efforts during the COVlD-19 crisis to address financial security on Main Street USA. NAIFA CEO Kevin Mayeux will moderate a panel consisting of:

Topics: Industry News COVID-19
2 min read

NAIFA Town Hall: Scott Brennan is the Chief Attitude Officer

By NAIFA on 5/1/20 2:13 PM

Scott Brennan is a life insurance industry legend. He is a MassMutual agent, former president of the Million Dollar Round Table, 2016 recipient of the John Newton Russell Memorial Award, and a NAIFA member since 1978. He refers to himself, however, as the “Chief Attitude Officer” and delivered an inspirational and motivational message to his industry colleagues during NAIFA’s April 30 online Town Hall meeting.

Topics: Life Insurance & Annuities COVID-19

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