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2 min read

What SECURE 2.0 Means for Your Clients' Retirement and Estate Planning

By NAIFA on 4/20/23 11:00 AM

SECURE 2.0 is here, but what does that mean for your clients' retirement and estate planning? On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, what it means for your clients, and why now is the best time to prepare.

Topics: Retirement Planning Estate Planning Insurance SECURE 2.0 NAIFA Partner
1 min read

Upcoming Webinar: Making Your Data Work for You

By NAIFA on 4/13/23 11:52 AM

Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.

Gary Weber, Founder and CEO of AccuPoint Solutions, will share his expertise from over 35 years in the industry, where he has been both a user and supplier of data to help you increase productivity, and learn how to leverage data to maximize your results.

Topics: Prospecting Grow Your Business Business Performance Center CRM Insurance NAIFA Partner
1 min read

NAIFA President Bryon Holz Takes Over the Virtual Advisor Power Hour

By NAIFA on 4/3/23 1:29 PM

Tune in to see your NAIFA President, Bryon Holz, CLU, ChFC, LUTCF, LACP, on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this coming Wednesday, April 5 at 12 pm eastern.

Taking place every Wednesday, the VAPH is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes.

Topics: Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
2 min read

Generate More Leads, More Clients, and More Sales at the Advisorist Summit

By NAIFA on 3/28/23 1:07 PM

Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.

Topics: Lead Generation Marketing Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
3 min read

NAIFA and Advisorist Announce Partnership

By NAIFA on 3/7/23 4:55 PM

NAIFA is proud to announce that Advisorist has joined NAIFA in supporting the Talent Development Center to raise awareness of their respective brands and promote membership and participation in their respective organizations.

Led by CEO Jeremiah Desmarais, Advisorist is a group dedicated to helping insurance and financial advisors generate qualified leads and appointments to help their businesses grow. Under the partnership, Advisorist will feature six NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. NAIFA will promote the VAPH and Advisorist through social media and marketing efforts. 

Taking place every Wednesday at 12 pm eastern, the Virtual Advisor Power Hour is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes. Advisors can register for the VAPH on the Advisorist website.

Topics: Marketing Talent Development Center Webinar Press Release NAIFA Partner
1 min read

Promote Your Book with the IE Bookshelf from InsurTech Express

By NAIFA on 3/1/23 4:46 PM

NAIFA marketing partner InsurTech Express recently launched their new IE Bookshelf to help promote and highlight books written by insurance and financial services professionals.

Current books by NAIFA members in the IE Bookshelf library include How Not to Tear Your Family Apart by NAIFA's Executive Director of the Centers of Excellence, Carroll Golden, The K-Method of Roulette by Ken Leibow, and Diversity Means Dollars by Vince Vitiello.

Topics: Marketing Sales & Marketing Books NAIFA Partner Producer Sales & Marketing
10 min read

Top 15 Reverse Mortgage Loan Questions Answered

By Harlan Accola on 1/19/23 10:02 AM

Reverse mortgage loans are widely misunderstood, and many homeowners and advisors have a strong negative bias against them. Unfortunately, those misconceptions and preconceptions hold back many ideal candidates from ever considering a reverse mortgage.

Today’s reverse mortgage loans are not the same as they were even a decade ago, and it is to your advantage as a trusted financial professional to take a fresh look at them, as they can often be a viable solution to many of the financial challenges that retirees face.

The aim of this piece is to help you understand both common, and somewhat less common, questions about reverse mortgages. Armed with the facts, you will have a much clearer picture of whether a reverse mortgage might be right for older-adult homeowners you advise.

Note: Most, but not all, reverse mortgages today are a Home Equity Conversion Mortgage (HECM), the only reverse mortgage insured by the Federal Housing Administration (FHA). This article refers only to the HECM reverse mortgage.

Topics: Financial Planning Retirement Reverse Mortgages Loan NAIFA Partner
6 min read

What is a Life Expectancy Set-Aside for a Reverse Mortgage Loan?

By Harlan Accola on 12/8/22 9:22 AM

Today’s reverse mortgage loans have built-in protections designed to make sure the loan is a sustainable solution for the borrower. In this article, we’ll explore what a life expectancy set-aside (LESA) is, how it helps a borrower to pay property charges, when the lender’s underwriter will require it, and why, in some situations, it may be advantageous for a reverse mortgage borrower to voluntarily opt for a LESA.

Topics: Reverse Mortgages Loan NAIFA Partner
1 min read

NAIFA Partner Fairway Independent Mortgage Named #1 Workplace in the U.S.

By NAIFA on 11/4/22 9:40 AM

NAIFA is proud to share that long-time partner and champion Fairway Independent Mortgage Corporation was named #1 in the 2022 Top Workplaces USA, in an award issued by Energage. Fairway also took the top spot in 2021 as the top-ranked winner for a company with over 2,500 employees.

Topics: Press Release NAIFA Partner
1 min read

NAIFA Partner OneAmerica Supports USA Swimming

By NAIFA on 11/3/22 2:28 PM

NAIFA congratulates our corporate partner OneAmerica on its new multi-year sponsorship deal with USA Swimming, the national governing body of the sport of swimming in the United States. OneAmerica is the first Centennial Partner heading into the 2024 U.S. Olympic Team Trials for swimming, which will be held in Indianapolis. 

Topics: NAIFA Partner

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