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Financial Planning Month-October

October is Financial Planning Month

1 min read

Rob B. Wellendorf Presents on Day 2 of APC Impact Week

By David Lahoud on 10/20/21 7:30 AM

NAIFA member since 1993, Robert B. Wellendorf ll, Business Exit Planning Expert President at Executive Wealth Strategies, will be joining us for 2021 APC Impact Week. Wellendorf will be providing a presentation covering a deep dive case study on life insurance in the business marketplace on October 20th.

Topics: Life Insurance Professional Development Advanced Planning best practices
1 min read

Diane Boyle to Present During APC Impact Week

By NAIFA on 10/18/21 4:45 PM

NAIFA Senior Vice President for Government Relations, Diane Boyle will be joining us during the 2021 APC Impact Week. Just added to the agenda, Boyle will provide a legislative and regulatory update on Tuesday, October 19.

Topics: Advocacy Professional Development Advanced Planning
1 min read

Ameritas' Andrew Rinn Scheduled to Present at the 2021 APC Impact Week

By David Lahoud on 10/8/21 2:00 PM

On October 19th, Andrew J. Rinn, JD, CFP, CLU, ChFC, Vice President of Advanced Marketing & Case and Competition at Ameritas (and loyal NAIFA member since 2018),  will be presenting  Life Insurance in Qualified Plans - Bridging the Retirement Planning Gap with actuary Scott McHenry. During this presentation, they will cover various topics such as how to identify potential clients and concerns, different approaches, and more.

Topics: Professional Development Advanced Planning Members
2 min read

NAIFA-New Jersey Announces Upcoming Emerge Stronger Virtual Meeting

By NAIFA-New Jersey on 10/4/21 1:36 PM

The Board of NAIFA-New Jersey is proud to announce that the state chapter's annual meeting will be held on October 19, 2021. The event will be held from 9 am - 12 pm as a virtual event for the health of all participants.

Topics: Continuing Ed Professional Development Members conference industry news NAIFA Conference New Jersey
2 min read

NAIFA and FSP Announce 2021 Advanced Practice Impact Week, October 19th - 21st

By NAIFA on 10/1/21 1:35 PM

NAIFA and the Society of FSP are bringing together thought leaders for three days of high-impact presentations by financial planning thought leaders for the first Advanced Practice Impact Week October 19th - 21st.  Experts will provide valuable takeaways focused on succession planning, life insurance strategies for business owners, employee stock ownership plans, and more.

Topics: Professional Development Advanced Planning Press Release

Carroll Golden, Talks Washington Care Act on Podcast

By Jaquetta Gooden on 8/24/21 3:50 PM

NAIFA’s LECP Executive Director Carroll Golden joins Angie Hughes on the  Producers XL broadcast: The Long-Term, Angie's Advice for Agents on August 31st, at 11 am eastern to discuss the Washington Care Act.

Topics: Long Term Care Professional Development podcast Limited & Extended Care Planning Center
2 min read

NAIFA and WebCE Announce Educational Partnership to Benefit Members in the Financial Services Industry

By Suzanne Carawan on 8/16/21 10:33 AM

The National Association of Insurance and Financial Advisors (NAIFA) and WebCE have completed an educational partnership agreement to supply NAIFA members with online CE-based education for insurance and financial advisors. The offering is comprehensive and spans pre-licensing exam preparation for insurance and securities exams through company-mandated training for workplace training and firm element. NAIFA will enable its members to attain continuing education for licensure, certifications, and designations through the partnership.

Topics: Benefits Continuing Ed Professional Development Diversity & Inclusivity Press Release NAIC Model Regulation Membership
1 min read

LAAIA holds 51st Annual Conference

By NAIFA on 8/10/21 4:35 PM

The Latin American Association of Insurance Agencies (LAAIA) holds its 51st Annual Convention August 11th - 14th at the Seminole Hard Rock Hotel & Casino in Hollywood, FL.  This year’s theme is “Upholding the Legacy.” The event is designed to offer informative educational sessions (many offering CE), valuable peer-to-peer networking, and opportunities to connect with industry partners.  The conference includes plenty of ways to connect outside of the educational sessions including a Happy Hour Meetup, a NextGen Game Night, Jazz Brunch, and then finishing up with a Domino's Tournament.

Topics: Professional Development
2 min read

NAIFA-GWDC's Success Summit Is a Virtual Winner

By NAIFA on 4/26/21 4:22 PM

NAIFA’s Greater Washington, D.C., chapter (NAIFA-GWDC) held a successful, all-virtual 2021 Success Summit. The event brought together NAIFA members, prospective members, sponsors, and special guests for a program offering, in the words of NAIFA Treasurer and NAIFA-GWDC member Brock Jolly, “camaraderie, personal and professional development, career networking, sales ideas, motivation, and inspiration.”

Topics: Professional Development

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