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NAIFA Members Provide Financial Security

2 min read

Apex and the NLC Are Just Over Two Weeks Away

By NAIFA on 9/9/24 4:18 PM

We look forward to seeing everyone who is attending the combined Apex and National Leadership Conference September 19-21 at the Arizona Biltmore. To see who has signed up, check the Who's Coming? page on the conference website. And if you're a last-minute planner, it's not too late to register and add your name to the list. The preferred rate for NAIFA's room block at the Biltmore has expired, but if you would like assistance locating accommodations in the vicinity of the Arizona Biltmore please contact NAIFA Member Services at 877-866-2432 or info@naifa.org.

Topics: Apex
2 min read

AI Is Coming. Is Your Practice Ready?

By NAIFA on 8/19/24 9:30 PM

Learn how the newest technologies are transforming insurance and financial services at NAIFA's Apex!

September 19-21 | The Arizona Biltmore

Topics: FinTech Apex
1 min read

What You Don't Know About Social Security Can Hurt You ... And Your Clients

By NAIFA on 8/5/24 4:28 PM

Thomas Drapala, RSSA, is Director of Strategic Partnerships, Registered Social Security Analysts, and a passionate advisor and educator with deep expertise in Social Security. He is also a keynote speaker at NAIFA's Apex, September 19-21, at the Arizona Biltmore.

Topics: Retirement Planning Apex
1 min read

David McKnight to Share the Power of Zero at NAIFA's Apex

By NAIFA on 7/29/24 4:33 PM

David McKnight is a best-selling author, dynamic speaker, and expert in the field of tax mitigation in retirement planning. He is also a keynote speaker at NAIFA's Apex and National Leadership Conference, September 19-21 at the Arizona Biltmore. 

Over the past 23 years McKnight has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor’s Business Daily, Kiplinger’s, MarketWatch and numerous other national publications. 

Topics: Retirement Taxes Apex
2 min read

Who's Coming to NAIFA's Apex and National Leadership Conference?

By NAIFA on 7/22/24 4:30 PM

Join your friends and colleagues at the Arizona Biltmore, September 19-21, for NAIFA's combined signature events, Apex and the National Leadership Conference. You can see who will be there on our Apex Who's Coming? page. Add your name to the list by registering today!

Topics: Apex
2 min read

Let's Get Together at Apex and NLC

By NAIFA on 7/11/24 11:06 AM

One of the great things about NAIFA is that it gives insurance and financial professionals opportunities to network and share ideas with the best of the best. Our Apex event and National Leadership Conference attract top professionals and volunteer leaders from across our association and across the country.

This year, Apex and NLC (including the popular Belong awards gala) are combined as spectacular three-day event, September 19-21, at the Arizona Biltmore. Don’t miss out. Register today!

Topics: Practice Management Leadership Apex NLC
2 min read

Grow Your Network and Build Professional Success at NAIFA's 2024 Apex Conference

By NAIFA on 6/24/24 3:01 PM

The early registration discount for NAIFA's 2024 Apex conference has been extended through July 8. Act now so you don't miss out on the savings!

Topics: Leadership Apex
3 min read

NAIFA Announces Apex East Sales Summit to Be Held in New National Headquarters this October

By NAIFA on 8/3/23 3:19 PM

NAIFA's Apex East conference is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others.

Topics: Sales & Marketing Press Release Apex
1 min read

Apex Learning Lab to Delve into Nonqualified Benefits

By NAIFA on 8/5/22 4:04 PM

In a competitive job market, businesses are looking to financial professionals for benefits to help them attract and keep talent. Nonqualified benefits, like deferred compensation plans, may be a good solution to appeal to executives looking for pre-tax opportunities beyond IRAs and 401(k) plans to accumulate greater wealth for retirement. Knowing the ins and outs of these products may help you practice stand out and appeal to a larger pool of business clients.

Topics: Group & Employee Benefits Advanced Planning Apex
3 min read

New Podcast Series Expands NAIFA’s Advisor Today Brand to Bring More High-Quality Content to Agents and Advisors

By NAIFA on 8/5/22 9:22 AM

NAIFA’s Advisor Today magazine has launched a new Podcast series featuring outstanding NAIFA members and partners sharing their stories and answering questions about their own professional success. Their insights will offer practical ideas and inspire agents and advisors to reach their own levels of peak performance. Industry thought leaders featured on Advisor Today podcasts have a deep understanding of the insurance and financial services industry and what it takes to thrive in the profession.

Topics: Advisor Today Press Release Apex

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