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June Is National Annuity Awareness Month

2 min read

NAIFA Advocacy Webinar: 'Tax Reform Priorities and Politics'

By NAIFA on 6/10/24 4:02 PM

Major federal tax legislation is all but certain to be coming from Washington, D.C., in 2025. Many provisions from the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire at the end of next year and Congress will need to address the situation. This NAIFA advocacy webinar will give you a better understanding of what is being dubbed the "Super Bowl of Tax" and provide insights into some of the proposals likely to shape the debate.

Topics: Webinar Federal Advocacy Tax Reform
1 min read

Maximizing Wealth with Estate Planning: A Free Webinar

By NAIFA on 4/12/24 12:46 PM

Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals. This session is ideal for professionals looking to deepen their understanding of estate planning essentials like revocable trusts, wills, and powers of attorney, and how to effectively coordinate these with various financial assets, including investments, real estate, and retirement accounts.

Topics: Webinar
2 min read

Mastering Retirement Income: Decumulation Diversification Strategies Revealed

By NAIFA on 5/31/23 3:51 PM

If you are concerned about diversifying your clients' income during retirement and are searching for strategies to protect against potential increases in taxes and inflation, then join the next Advisor Today webinar on Thursday, June 22 at 2 pm eastern with Allianz.

At "Decumulation Diversification," Schyler Adams, Director of Advanced Strategies & Planning Platforms will reveal concepts and innovative approaches to secure your clients' financial future. Don't miss this opportunity to optimize retirement income and help your clients achieve long-term financial stability.

Topics: Retirement Planning Financial Planning Retirement Webinar Advisor Today
1 min read

Learn to Open More Doors & Close More Sales from Steve Saladino

By NAIFA on 5/24/23 3:15 PM

Steven Saladino, RICP®, LACP, LUTCF® will join Advisorist's Virtual Advisor Power Hour this coming Wednesday, May 31 at 12 pm eastern. At this Power Hour, Steve will share why he joined NAIFA and how his involvement and engagement with the community have helped take his practice to an all-time high.

This will be a Power Hour you do not want to miss as it marks the closing chapter of a series that featured NAIFA-National President Bryon Holz and members Ken Leibow, Danny O'Connell, John D. Richardson, RICP® LACP®, and Kathleen Owings.

Topics: Sales Talent Development Center Members Webinar NAIFA Partner Producer Sales & Marketing
1 min read

Kathleen Owings Shares How to Put Your Money to Work

By NAIFA on 5/19/23 9:30 AM

Kathleen Owings makes her appearance on the Advisorist Virtual Advisor Power Hour this coming Wednesday, May 24 at 12 pm eastern. Kathleen will discuss critical lessons from her book, Put Your Money to Work: A Woman’s Guide to Financial Confidence, in order to help more women with their finances with advice that was never taught in school.

Kathleen will also share the story of her non-traditional route into the financial services industry and how it has helped during times of high market volatility or challenging life events that her clients have experienced.

Topics: Financial Planning Talent Development Center Members Webinar NAIFA Partner Producer Sales & Marketing
1 min read

Breathe New Life Into Your Bottom Line with Supplemental Health Products

By NAIFA on 5/17/23 10:24 AM

Accident, critical illness, and hospital indemnity products are often not top-of-mind but offer incredible value as stand-alone products, while also working well together when paired with health insurance.

At the next Advisor Today on Wednesday, May 31 at 12 pm eastern, find out how these products can provide a whole health solution for your clients and offer advantages to agents looking to grow their business.

Topics: Grow Your Business Webinar Limited & Extended Care Planning Center Insurance
1 min read

Advisorist Power Hour Welcomes NAIFA Member John D. Richardson

By NAIFA on 4/24/23 2:53 PM

See John D. Richardson, RICP® LACP®, loyal member since 2003, in action on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this Wednesday, April 26 at 12 pm eastern.

John will discuss why more advisors should be comfortable with being uncomfortable, and how this shift in attitude and mindset can lead to greater success in their professional careers.

Topics: Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
1 min read

NAIFA President Bryon Holz Takes Over the Virtual Advisor Power Hour

By NAIFA on 4/3/23 1:29 PM

Tune in to see your NAIFA President, Bryon Holz, CLU, ChFC, LUTCF, LACP, on NAIFA Talent Development Center partner Advisorist's Virtual Advisor Power Hour (VAPH) this coming Wednesday, April 5 at 12 pm eastern.

Taking place every Wednesday, the VAPH is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes.

Topics: Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
2 min read

Generate More Leads, More Clients, and More Sales at the Advisorist Summit

By NAIFA on 3/28/23 1:07 PM

Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.

Topics: Lead Generation Marketing Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
2 min read

Change the Conversation with Financial Longevity Wellness

By NAIFA on 3/13/23 10:12 AM

Want to differentiate yourself? Then change the conversation! hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness. 

Join the next Advisor Today webinar on Wednesday, March 23 at 12 pm eastern, as Carroll Golden, Executive Director of NAIFA's Centers of Excellence, demonstrates a three-step formula to show how to incorporate Financial Longevity Wellness in the products and services you provide, while staying focused on your client’s story.  

Topics: Long-Term Care Webinar Limited & Extended Care Planning Center Insurance

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