Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.
Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.
NAIFA is proud to announce that Advisorist has joined NAIFA in supporting the Talent Development Center to raise awareness of their respective brands and promote membership and participation in their respective organizations.
Led by CEO Jeremiah Desmarais, Advisorist is a group dedicated to helping insurance and financial advisors generate qualified leads and appointments to help their businesses grow. Under the partnership, Advisorist will feature six NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. NAIFA will promote the VAPH and Advisorist through social media and marketing efforts.
Taking place every Wednesday at 12 pm eastern, the Virtual Advisor Power Hour 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. Advisors can register for the VAPH on the Advisorist website.
Join Advisor Today for its next webinar on Wednesday, February 8 at 12 pm eastern. NAIFA Coaches Circle leader Joe Templin will teach today's advisors how to have balance and growth to build a sustainable and profitable business you love. Being part of I Love NAIFA Month in February, "Love Your Business" will help you plan to ensure the longevity of your career while avoiding burnout.
When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation. Limited long-term care insurance can be an option to help during your client's time of need.
Register now for this upcoming webinar discussing limited long-term care on Tuesday, February 7 at 2 pm eastern.
Join Dan Mangus, VP of Growth and Development at Senior Marketing Specialists, for an Advisor Today webinar on Wednesday, January 25 at 12 pm eastern. In "Buying or Selling an Agency - A Focus on Medicare," Dan will guide you through the ins and outs of buying or selling an agency, and the top things you need to know when it comes to Medicare.
This Wednesday, December 14 at 1 pm eastern, join NAIFA's first financial security champion, E4 Insurance Services, for their next Building Relationship Every Week (BREW) webinar.
This week's BREW will feature Steve Walker, CLTC, LUTCF, Vice President of Institutional Accounts at E4, loyal NAIFA member since 2009, and a NAIFA 4 Under 40 Award Winner in 2021.
On December 6, NAIFA-National Trustee and Gateway Insurance and Financial Services Vice President Aprilyn Chavez-Geissler will be a featured speaker for the webinar "Beyond Sentiment: The Business Benefits of DEI," presented by Financial Planning magazine.
The webinar will discuss how recent research can help you craft a strategy for diversity, equity, and inclusion (DEI) that is well-defined, driven by company leaders, and connected to business outcomes.
While many advisors are well-equipped to help their clients evaluate their life insurance needs, some scenarios may call for outside-of-the-box solutions. Join NAIFA's Advisor Today on Thursday, December 8 at 2 pm eastern for the webinar, "4 Life Insurance Opportunities You May Have Missed," brought to you by Modern Life.
On November 29, Ohio National Vice President of Product Marketing Karl Kreunen will present "Skate Where the Puck is Heading: Indexed Whole Life as Your Product of Choice."
In the webinar, Kreunen will showcase Ohio National’s new Prestige 10 Pay Indexed Whole Life policy and discuss why it makes sense today and in the future. He will also give a demonstration of relevant sales applications for a multi-pay indexed whole life policy.
We're kicking off November's Long-Term Care Awareness Month on Halloween, Monday, October 31 to get the message out that you don't need to be scared of long-term care conversations!
NAIFA's Limited & Extended Care Planning (LECP) Center is hosting "Don't Be Scared of Long-Term Care," a free, day-long virtual program from 9 am to 5 pm. Included are interactive sessions from industry leaders who will address the scariest of topics in the long-term care arena.
