<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Join NAIFA
Financial Planning Month-October

October is Financial Planning Month

1 min read

Exploring Money Mountaineering With Harlan Accola and Peter Neuwirth

By NAIFA on 10/22/21 2:38 PM

On November 12, author and Senior Consulting Actuary Peter Neuwirth, FSA, will join Harlan Accola, CRMP, CSA, 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.

Register for the Webinar

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
1 min read

NAIFA and Carefull Announce Educational Partnership

By NAIFA on 10/7/21 4:15 PM

The National Association of Insurance and Financial Advisors (NAIFA) and Carefull have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, Carefull will provide preferred access to the Carefull monitoring technology for NAIFA members, content for NAIFA blog posts and social media platforms, as well as articles around protecting and managing older adult's finances for NAIFA’s Advisor Today

Topics: Caregiver Resources Financial Wellness Press Release Potential Partners for Advisors
3 min read

Expand Your Knowledge in the Financial Tech Space With NAIFA Partner Ken Leibow

By Jaquetta Gooden on 5/20/21 1:47 PM

NAIFA is proud to announce Ken Leibow as our newest contributor, providing content to enhance members knowledge in the Financial Technology space.  

Ken is the Founder and Chief Executive Officer at InsurTech Express and has more than 34 years of insurance industry experience. He has an extensive background in insurance technology for distribution and back-office systems. 

Topics: Networking Benefits Members Financial Wellness
2 min read

Demand for Financial Advice Surges

By NAIFA on 5/7/20 2:41 PM

As individuals, households and businesses readjust and look ahead to a new era and recovery, demand for financial advice is up by almost a quarter. This is according to the deVere Group, which operates in 100 countries worldwide. The firm says that the number of inquiries from new clients was up  by 24% in April, compared to the previous month.

Nigel Green, the founder and CEO of deVere Group, observes: “Disruption and dislocation have hit entire economies and businesses of all sizes and in all sectors.

“This has had a very real and very immediate impact on the finances of individuals, households and businesses around the world.

“Suddenly, unexpectedly, many have realized that they didn’t have sufficient money behind them, they didn’t have contingency plans.

“This, as they know, could have consequences for the lifestyles and life opportunities of themselves and loved ones and, for those in business, for the long-term sustainability of their firm.

“With financial matters back in sharp focus, for many, ‘I should have’ becomes ‘I need to have.’

Topics: Financial Wellness Financial Literacy
1 min read

Join the financial literacy month campaign

By NAIFA on 4/20/20 10:54 AM

April is Financial Literacy Month, a perfect time to teach your clients the need to improve their financial-literacy levels.

Topics: Financial Wellness
2 min read

Coronovirus Brings Uncertainty, but Financial Professionals Keep Clients Focused on the Long-Term

By Mark Briscoe on 3/11/20 9:36 AM

Uncertainty surrounding the international coronavirus outbreak has created stock market volatility and obvious public health concerns that have many American feeling anxious. At times like this, having a sound financial plan and working with a qualified insurance and financial professional can reassure consumers and provide them with a solid financial footing.

Topics: Financial Wellness

Featured

THANK YOU TO
OUR ADVERTISERS

AT Asks!

Loading...