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NAIFA Members Serve Main Street USA

2 min read

OneAmerica's 'Leading Tomorrow' Speaker Series: Final Session of 2021

By NAIFA on 12/3/21 1:26 PM

Join OneAmerica for “One for All: Delivering the Experience That Matters to You” on Thursday, December 9, 2021, at 2 pm eastern. This will be the final session of this season's Leading Tomorrow speaker series.  

The session will provide a recap of 2021 at OneAmerica and a preview of what’s in store for 2022. The speakers will discuss OneAmerica’s commitment to growth, diversity and inclusivity, and financial strength and stability.

Topics: webinar Potential Partners for Advisors
6 min read

10 Tips for a Successful Hybrid Employee Work Environment

By Insperity on 11/10/21 6:34 PM

Many prominent surveys have shown that most employees want a permanently hybrid work environment – or at least more flexible workplaces. This is a shift that has been coming for some time – the pandemic simply accelerated it.

For employees, hybrid workplaces combine in-person work and telecommuting. For organizations, this shift brings many questions about how to manage the new hybrid workplace. For many leaders, managing a distributed team of people engaging in various work modes – such as in-office, hybrid, remote and outside sales – is unfamiliar.

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

EveryIncome's Ted Mekonnen Featured on The 401k Study Group Podcast

By Ronan Painton on 11/8/21 9:29 AM

What’s the next big frontier in financial planning? 

EveryIncome founder and CEO Ted Mekonnen answers this question and many others on The 401k Study Group podcast. Mekonnen and host Chuck Hammond discuss the role EveryIncome can play in any financial strategy.   

Topics: Financial Planning Financial Literacy Potential Partners for Advisors
1 min read

OneAmerica Presents at LECP Impact Week

By LECP Center on 10/28/21 7:00 AM

OneAmerica will have two panelists for the NAIFA 2021 Long Term Care Impact Week event starting on November 1st - November 5th.  Jeff Levin and Michelle Prather are both loyal NAIFA members and their expertise will provide valuable insights for the event.

On November 3rd, Levin, the Divisional Vice President, Care Solutions. will join the  Executive Leadership Roundtable to discuss the challenges and other issues industry leaders address with LTC.

Topics: Long Term Care Members Potential Partners for Advisors
5 min read

Using Personality Tests in the Workplace

By Insperity on 10/27/21 7:00 AM

In a tight recruiting economy, the pressure is on employers and their HR teams to hire the right people and engage them in their organizational culture.

Topics: management Business Performance Center Potential Partners for Advisors
1 min read

E4 Insurance Presents a Special BREW Featuring Shane Van Patten

By NAIFA on 10/11/21 1:30 PM

E4 Insurance Services invites you to join our Building Relationships Every Week (BREW) Wednesday, Nov. 3, 2021, from 12:00-12:30 PM CST. November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need!

Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance into their practices for the past 16+ years.

Topics: Long Term Care Financial Planning Potential Partners for Advisors
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
2 min read

What You Can Do to Break The Ice With Prospects Who Are Numb to Offers?

By EveryIncome on 9/30/21 10:45 AM

Your prospects are just like you, they keep getting the same pitches to buy this and join that! That has made them numb to requests. Today you must provide immediate value if you want to be heard. That is where offering them on-demand education and premium money aggregation tool gives you the upper edge and goodwill. From there you can build trust and engagement.

Topics: Sales & Marketing Prospecting Potential Partners for Advisors
3 min read

$9.2 Trillion in Senior Home Equity is the Largest Asset Pool You’ve Never Heard Of

By Fairway Independent Mortgage Corp. on 9/29/21 12:30 PM

American seniors are sitting on a massive mountain of cash.

Low-interest rates, rising home prices, and vanishing inventory have contributed to all-time-high home equity, yet most of it sits untouched and forgotten.

Topics: Aging in Place Business Performance Center Limited & Extended Care Planning Center Assets Potential Partners for Advisors
3 min read

NAIFA has Partnered with White Glove to Provide Marketing Solutions for Members

By NAIFA on 9/28/21 3:15 PM

NAIFA and White Glove have completed a marketing partnership agreement. The two organizations will work together to bring modern marketing practices to financial services professionals while raising awareness of the critical advocacy work that NAIFA undertakes at the state, interstate, and federal levels.  White Glove is a founding partner of NAIFA’s Business Performance Center that provides thought leadership to agents and advisors on practice management.

Topics: Press Release Business Performance Center Potential Partners for Advisors

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