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April Is National Financial Literacy Month

1 min read

E4 Presents a Special BREW Featuring NAIFA Past President Juli McNeely

By NAIFA on 8/23/22 10:00 AM

On August 31, join NAIFA-Past President Juli McNeely, LUTCF, CFP, CLU for “Risk Matters,” a Building Relationships Every Week (BREW) webinar from E4 Insurance 

In this session, McNeely will share insights on how to help your clients evaluate risk and the importance of consistently analyzing risk. A loyal NAIFA member since 1996, McNeely is Past President of NAIFA-WI, a graduate of NAIFA’s Leadership in Life Institute (LILI), and a Financial Security Advocate.

Topics: Life Insurance & Annuities Life Insurance Awareness Month Webinar Leaders Potential Partners for Advisors Insurance
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E4 Presents a Special BREW Featuring Jon Jacobs

By NAIFA on 8/19/22 10:00 AM

On August 24, join LIBRA Senior VP of Business Development Jon Jacobs for a 15-minute industry update.

Jacobs will discuss:

  • Major trends in insurance and financial services
  • The relationship between the insurance and wealth management industries
  • The potential impact of brokerage mergers and acquisitions
  • How private equity is affecting the industry 

Tune in on August 24 at 1 pm eastern for this webinar in the Building Relationships Every Week (BREW) series.

Topics: Research/Trends Industry News Webinar Potential Partners for Advisors
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Upcoming Virtual Event: Helping Middle-Income Families Protect Their Financial Future

By NAIFA on 8/11/22 10:00 AM

On August 24, tune in for "Helping Middle-Income Families Protect Their Financial Future," a LinkedIn Live event presented by NAIFA partners LIMRA and the American Council of Life Insurers (ACLI).

Hear insights into Americans' perception of life insurance from a panel of industry experts: Susan Neely, President and CEO of ACLI; David Levenson, President and CEO of LIMRA and LOMA; and Alison Salka, Ph.D., Senior Vice President and head of LIMRA research.

Topics: Webinar Help Protect Our Families Potential Partners for Advisors Insurance
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Upcoming DEI Webinar Features NAIFA Members Toni Gonzales and Kristen Hall Eskew

By NAIFA on 8/4/22 2:47 PM

On August 10, 2022, tune in for "DEI Success: From Making a Great Hire to Serving a Wider Audience."

Presented by InsuranceNewsNet, this special webinar will feature two NAIFA members: Kristen Hall Eskew, Vice President of Diversity, Equity, Inclusion, and Belonging at OneDigital, and Toni L. Gonzales, MBA, LACP, Vice President of Sales at Ohio National Financial Services and Vice President of Women in Insurance and Financial Services (WIFS).

Topics: Diversity Members Webinar
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Fairway Presents Webinar on Retirement Risks in a Post-COVID World

By NAIFA on 6/17/22 11:05 AM

Join us on July 8, 2022, at 11 am eastern for the webinar "Retirement Risks in a Post-COVID World."

Financial services speaker and bestselling author Joseph Jordan will identify the challenges facing the insurance and financial services industry after the COVID-19 pandemic ends and address the six retirement risks consumers should consider:

  • Longevity – Risk of Outliving Assets
  • Market and Interest Rate Risk
  • Withdrawal Rate Risk
  • Sequence of Return Risk
  • Purchasing Power/Inflation Risk
  • Health Risks
Topics: Retirement Planning Retirement Webinar COVID-19 Retirement Plans Potential Partners for Advisors
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Upcoming Webinar: What Everyone Should Know About Estate Planning

By NAIFA on 4/13/22 2:00 PM

What happens if you die without a will? Who needs a trust? What other important documents should you consider?

Join us on Tuesday, April 19, 2022, at 2 pm eastern to learn the answers to these questions and more in the special webinar "What Everyone Should Know About Estate Planning."

Topics: Financial Planning Planning in Advance Talent Development Center Estate Planning Webinar
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Upcoming Webinar: Busting Through The Gridlock with Diane Boyle

By NAIFA on 4/7/22 2:39 PM

Don't miss NAIFA Senior Vice President of Government Relations Diane Boyle on InsuranceNewsNet's webinar "Busting Through the Gridlock: A D.C. Legislative Preview" on April 13, 2022, at 1:00 pm eastern.

In a time of uncertainty leading into the 2022 midterms and 2024 presidential election, insurance and financial professionals may be able to break through the gridlock in Washington, D.C. 

In the webinar, Boyle will outline the legislation affecting insurance and financial professionals and the Main Street Americans they represent.

Topics: Advocacy Webinar Federal Advocacy
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Upcoming Webinar: How to Turn Clients into Raving Fans

By NAIFA on 3/14/22 12:56 PM

Don't miss NAIFA partner ReminderMedia's webinar "How to Turn Clients into Raving Fans"! ReminderMedia President Luke Acree will outline the importance of focusing on relationships, not transactions.

In the webinar, Acree will help you:

  • Discover why you need to be known, liked, and trusted before you can do business
  • Find out how one psychological trigger will guarantee a desired response
  • Learn why focusing on transactions rather than relationships will kill your business

Learn More and Register

The webinar will take place on March 24th at 1 pm eastern.

Topics: Prospecting Grow Your Business Webinar Business Performance Center Potential Partners for Advisors
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Upcoming Webinar: Insurance Solutions for Macroeconomic Concerns

By NAIFA on 3/10/22 5:45 PM

Join us on March 17, 2022, at 2 pm eastern for the special webinar "Designing Insurance Solutions to Address Clients’ Macroeconomic Concerns."

The discussion will feature John C. Snider II, JD, AVP and Associate Counsel with the Advanced Markets Group at John Hancock. Snider will discuss inflation, rising interest rates, geopolitical instability, and other economic factors that affect Main Street Americans.

Don’t miss this opportunity to learn how to help your clients find the right life insurance for their unique situation and how to plan for their long-term care needs. 

Topics: Long-Term Care Retirement Planning Life Insurance & Annuities Financial Planning Planning in Advance Lifestyle Planning Webinar
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Fairway Presents Webinar on Home Equity and Roth Conversions

By NAIFA on 1/7/22 5:19 PM

Join us on February 11, 2022, at 3 pm eastern for the special webinar "Home Equity and Roth Conversions."

The discussion will feature Harlan Accola, CRMP, National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, interviewing Jim Silbernagel, CFP, CEPS, LACP, LUTCF creator and host of Real Wealth® Marketing, on how he has helped clients lower their tax burden using the equity in their homes. 

Topics: Reverse Mortgages Webinar Potential Partners for Advisors

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