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.
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Ameritas' Andrew Rinn Scheduled to Present at the 2021 APC Impact Week
Topics: Professional Development Advanced Planning Members
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NAIFA-New Jersey Announces Upcoming Emerge Stronger Virtual Meeting
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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 Education Professional Development Members Industry News New Jersey
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NAIFA and FSP Announce 2021 Advanced Practice Impact Week, October 19th - 21st
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
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
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LAAIA holds 51st Annual Conference
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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
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.”
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