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May Is Disability Insurance Awareness Month

1 min read

LECP Webinar presented by Coventry: What's Driving Life Settlement Growth

By Beth Helberg on 8/26/21 3:17 PM

Join the LECP at 2 pm eastern on Thursday, September 23rd, for a virtual executive roundtable - What's Driving Life Settlement Growth.  The discussion will focus on current market trends in life settlements and how you can leverage this important tool.

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

Webinar: If a DOL Wage & Hour Investigator Came Calling, Would You Be Prepared?

By Beth Helberg on 8/26/21 12:00 PM

How confident are you in your employee classifications and the process you use to categorize them? Do you really understand the differences between exempt vs. non-exempt classifications when it comes to your white-collar employees?

Topics: Compliance Small Business Webinar Business Performance Center Potential Partners for Advisors
1 min read

E4 Building Relationships Every Week Series Celebrates LIAM

By E4 Insurance Services on 8/20/21 10:00 AM

On, September 1st, join E4 Insurance Services on the BREW as they talk life insurance with Juli McNeely, LUTCF, CFP, CLU (Past NAIFA President and loyal member since 1996) to kick off their Leading with Life series for Life Insurance Awareness Month.

Topics: Life Insurance & Annuities Life Insurance Awareness Month Webinar Potential Partners for Advisors
1 min read

Rick Demko featured in ReminderMedia Podcast

By Beth Helberg on 8/16/21 5:01 PM

Rick Demko, LUTCF, LACP, RICP, Director of Insurance at Centric Risk Strategies, loyal member since 2015 and 4 Under 40 Award Winner, is featured in the latest episode of ReminderMedia’s Stay Paid podcast series. 

Topics: Prospecting Grow Your Business Members 4 Under 40 Business Performance Center Potential Partners for Advisors
1 min read

NAAIA Promotes Careers in the Insurance Industry

By NAIFA on 8/13/21 3:52 PM

The National African American Insurance Association (NAAIA) has announced two opportunities for those looking to start or advance a career in the insurance industry.

  • NAAIA is offering five scholarships in the amount of $3,000 for higher education.  Established by NAAIA to honor its founder, the J.L. Tillman Scholarship seeks to encourage African-American students to consider careers within the insurance industry. The deadline for submission is October 1st.

Topics: Industry News Potential Partners for Advisors
1 min read

Webinar On Demand: How To Advise Your Clients to the Zero Tax Bracket

By NAIFA on 8/13/21 1:30 PM

This month, Fairway Mortgage and the Business Performance Center presented the webinar “How to Advise Your Clients to Get to the Zero Tax Bracket.” 

Topics: Tax Savings Business Performance Center Potential Partners for Advisors
10 min read

8 Common HR Technology Challenges and How to Overcome Them

By Insperity on 8/9/21 2:30 PM

Small and midsize businesses have many challenges in common when it comes to HR technology. In most cases, these challenges can be overcome by using a single human resource management system – sometimes called human capital management (HCM) system – that can:

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

Upcoming Webinar on How to Advise Your Clients to Get to the Zero Tax Bracket

By NAIFA on 7/30/21 4:45 PM

Harlan Accola, National Reverse Mortgage Director of Fairway will be joined by David McKnight the President of Power of Zero for the webinar How to Advise Your Clients to Get to the Zero Tax Bracket, Wednesday, August 4th at 2 pm eastern.  

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

Empower Consumers through Financial Literacy

By EveryIncome on 7/28/21 5:50 PM

EveryIncome is front-office marketing, prospecting, and education tool designed to help advisors promote themselves and their practices while encouraging the use of financial products through financial literacy, wellness, and education.

Topics: Technology Tools Potential Partners for Advisors
3 min read

The Colorado Secure Savings Program: What You Need to Know… and What You Can Do

By SMA Services, Inc. on 7/26/21 2:00 PM

We all know it’s important to plan for retirement. But not all of us know how to do it — and many of us who do, don’t always have access to secure retirement planning.

Topics: Benefits Group & Employee Benefits 401(k) Retirement Plans Potential Partners for Advisors

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June 4 2024 NAIFA-FSP Webinar
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