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June Is National Annuity
Awareness Month

 

1 min read

Fairway Presents Webinar on Retirement Risks in a Post-COVID World

By NAIFA on 6/17/22 11:05 AM

Join us on July 8, 2022, at 11 am eastern for the webinar "Retirement Risks in a Post-COVID World".

Financial services speaker and bestselling author Joseph Jordan will identify the challenges facing the insurance and financial services industry after the COVID-19 pandemic ends and address the six retirement risks consumers should consider:

  • Longevity – Risk of Outliving Assets
  • Market and Interest Rate Risk
  • Withdrawal Rate Risk
  • Sequence of Return Risk
  • Purchasing Power/Inflation Risk
  • Health Risks
Topics: Retirement Planning Retirement webinar COVID-19 Retirement Plans Pandemic Potential Partners for Advisors
9 min read

How Homebuyers 62+ Could Double Their Home Buying Power — Despite Rising Interest Rates

By Fairway Independent Mortgage Corp. on 6/10/22 10:00 AM

Few things in life will affect the post-employment life of your older-adult clients as much as their home and their cash flow. This article from Fairway Independent Mortgage Corporation is intended for an audience of financial professionals who are committed to improving the quality of life of older-adult Americans. 

Topics: Retirement Planning Planning in Advance Lifestyle Planning Reverse Mortgages Potential Partners for Advisors
1 min read

OneAmerica Partners with The American College to Promote Financial Literacy

By NAIFA on 6/2/22 11:26 AM

NAIFA partner OneAmerica has partnered with The American College of Financial Services to offer the free financial and personal wellness course "Know Yourself, Grow Your Wealth". 

Topics: Potential Partners for Advisors
1 min read

Upcoming Webinar: Compliance & Home Equity Conversion Mortgages

By NAIFA on 4/21/22 2:23 PM

Join us on April 29, 2022, at 2 pm eastern for the special webinar "Compliance & Home Equity Conversion Mortgages".

NAIFA Trustee Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP, Managing Partner of Wealth Solutions at Carson Group, and Harlan Accola, CRMP, National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, will discuss how reverse mortgage loans are being used as a financial planning tool to maximize cash flow, reduce taxes, and minimize risks.

Topics: Financial Planning Planning in Advance Reverse Mortgages Potential Partners for Advisors
2 min read

Webinar On-Demand: IUL Sales Ideas and Long-Term Care

By NAIFA on 4/8/22 1:15 PM

Increased awareness of long-term care (LTC) insurance means increased interest in LTC coverage. However, not all clients qualify for a traditional LTC rider.

Each week, NAIFA partner E4 Insurance Services presents Building Relationships Every Week (BREW) webinars with insights to help you grow your practice and serve Main Street USA.

Topics: Long Term Care Life Insurance Limited Care Potential Partners for Advisors insurance
4 min read

How to Protect Aging Clients from Financial Exploitation

By Cameron Huddleston, Carefull Family Finance Expert on 3/31/22 10:00 AM

Financial exploitation of older adults is rampant, and the problem will only get worse as America’s population continues to age.

In fact, the rate at which adults over the age of 60 can expect to experience financial exploitation—1 in 20—is higher than the incidence of many age-related diseases, according to research published in The Journals of Gerontology. And that’s likely an underestimate because many older adults are unwilling to report exploitation.

Topics: Long Term Care Extended Care Limited Care Potential Partners for Advisors
1 min read

Upcoming Webinar: How to Turn Clients into Raving Fans

By NAIFA on 3/14/22 12:56 PM

Don't miss NAIFA partner ReminderMedia's webinar "How to Turn Clients into Raving Fans"! ReminderMedia President Luke Acree will outline the importance of focusing on relationships, not transactions.

In the webinar, Acree will help you:

  • Discover why you need to be known, liked, and trusted before you can do business
  • Find out how one psychological trigger will guarantee a desired response
  • Learn why focusing on transactions rather than relationships will kill your business

Learn More and Register

The webinar will take place on March 24th at 1 pm eastern.

Topics: Prospecting Grow Your Business webinar Business Performance Center Potential Partners for Advisors
4 min read

2022 Forecast: The Test of Time

By Dennis Martin on 2/18/22 10:00 AM

The economic, physical, and emotional disruption the pandemic has caused will have transformative and lasting effects on each of us individually, and our industry. Many people have realized the value of being financially secure when the unexpected happens, and others have felt the effects of not having a financial plan in place, experiencing a loss of income or even losing a loved one without life insurance. These events have served as a reminder to individuals of the importance of planning for the future. Whether filing a claim or using their cash value for a critical need, customers have found they could leverage insurance products to weather the storm.

Topics: COVID-19 Pandemic Potential Partners for Advisors
1 min read

Upcoming Webinar: Tech Tools to Grow Your Long-Term Care Practice

By NAIFA on 2/4/22 3:00 PM

Whether you're a long-term care veteran or interested in expanding your practice, this webinar is for you!

Topics: Financial Planning Limited & Extended Care Planning Center Potential Partners for Advisors
4 min read

7 Growth Hacks to Grow Your Practice in Two Years

By Brad Swineheart on 1/14/22 8:30 AM

If you are a financial advisor trying to grow your practice, Dean Thurman, Senior Partner of InvestWise Financial and Co-Founder of White Glove, has a few growth hacks for you.

While many advisors were down in revenue during 2020, Dean’s office showed a 5% increase.  So far in 2021, Dean’s office is showing 53% revenue growth.

Dean attributes much of his success to these 7 growth hacks that his office has put into place over the last few years.

Topics: Marketing Grow Your Business Potential Partners for Advisors

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