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Members Blog

3 min read

New NAIFA Member Benefit: Become a Registered Social Security Analyst by January 1st

By NAIFA on Dec 2, 2024 3:07:33 PM

NAIFA is pleased to partner with the National Association of Registered Social Security Analysts to offer NAIFA members their RSSA® certificate and resources at a reduced price. Gain a competitive edge by leveraging Social Security planning as a gateway to broader financial advisory services and establish yourself as a trusted financial professional in an increasingly complex financial landscape. 

Special Time-Sensitive Offer!!!! Get Certified before 2025!

Attend our live 3-day virtual training to help you prepare for the Final 2024 RSSA Exam. NAIFA members pay only $2,150 (non-members pay $3,329!) for the full certification, materials, and membership.
 
 
Enroll in the RSSA Program by   December 6  to secure your spot in our final live, 3-day virtual training of the year!  Complete your education with live training, and get answers from experienced RSSAs in preparation for the last RSSA exam of 2024, held on   December 17.
 
 
Learn more about the RSSA Program before enrolling
Attend our webinar on  Tuesday, December 3rd at 2 pm EST.
Register for the Webinar to Learn More About the RSSA Program
 

 


About the RSSA eLearning Curriculum

The RSSA® eLearning Curriculum includes five comprehensive self-study modules. The online educational platform provides you with a solid knowledge of Social Security and Medicare rules including the following: spousal and family benefits, claiming strategies, government pension offset, windfall elimination provision, acronym definitions including PIA and FRA, retirement income taxation, survivor and disability benefits, delayed retirement benefits, Medicare Part A and Part B, when and what to file.

You will receive RSSA Roadmap® Software with Training, Social Security Education,
RSSA® Competency Final Exam, first year of NARSSA Membership, plus continuing education credits.

3 min read

P&C Study Group Wraps for 2024 & Prepares for 2025

By NAIFA on Dec 2, 2024 12:17:41 PM

This summer, NAIFA kicked off a new Member-to-Member Program, the P&C Study Group. This group has consistently met monthly to discuss topics ranging from incorporating more life insurance sales to leveraging AI in your practice. The P&C Study group is open to all NAIFA members, regardless of practice specialty. Help us plan for 2025 by taking our brief survey to identify future topics, volunteer to moderate, and determine the date and time for the monthly call.

1 min read

NAIFA's Chris Gandy Features in a New Real Life Story From Life Happens

By NAIFA on Nov 22, 2024 11:38:15 AM

NAIFA's Life Happens Community will debut a new Real Life Story at 10 AM eastern on November 25. The production features NAIFA Secretary Chris Gandy, LACP, and his clients, the Saban family. Debuting during Long-Term Care Awareness Month, the educational story showcases how long-term care insurance gave a couple what they valued most: choice. Their planning safeguarded the assets they had worked a lifetime to build, ensuring their financial legacy could be passed down to their children and grandchildren.

Topics: Life Happens Long-Term Care Insurance
2 min read

NAIFA's Consumer Directory Has a New Look

By NAIFA on Nov 14, 2024 5:34:43 PM

Great news! NAIFA members' consumer-facing directory is now hosted on Life Happens! The new "Find a Financial Professional" directory search can be found on lifehappens.org. With more than 70,000 site visits per month and marketed directly to consumers, we are amplifying your presence as a trusted financial professional.

1 min read

We Are Grateful for Our Volunteers

By Emily Cabbage on Nov 14, 2024 1:31:14 PM

During this month of giving thanks, we want to thank you for belonging to your professional home. Your commitment to NAIFA is what makes us strong, united, and effective. We are grateful for the expertise, passion, and dedication you bring to our association.  Discover new ways to lead, inspire, and give back as we grow our NAIFA family together.

1 min read

Give Thanks for All of NAIFA's Benefits

By NAIFA Membership on Nov 14, 2024 1:30:19 PM

We're offering two sessions of our member benefits webinar as we start to look towards 2025. Join us on November 18th at 3 pm eastern or December 4th at 2 pm eastern for a special webinar as we celebrate all the benefits we're thankful for at NAIFA. We'll share all there is to love about being a member of your association and how to make the most of your membership.

1 min read

NAIFA Members Overachieve in Life

By Emily Cabbage on Nov 7, 2024 4:27:49 PM

Are you following our new campaign on social media? "Overachieve in Life" is a great way for us to showcase our members living their best life...and how a career in insurance and financial services allows them to have a great work/life balance to pursue their passions. Be sure that you are following NAIFA on Facebook, LinkedIn, and Instagram as we continue to publish this series.

NAIFA Prepares to Honor Those Who Have Served

By Emily Cabbage on Nov 7, 2024 3:51:01 PM

On November 11, our nation will celebrate, honor, and remember our Veterans. Our Veteran's Day episode of the Advisor Today Podcast will feature Joshua Herrington-Vickers, a former United States Air Force Airman serving from 2009 to 2015 before entering the financial services industry. Joshua was deployed to Manas Air Base in Kyrgyzstan in support of Operation Enduring Freedom. Tune in to hear his story.

1 min read

Get a Preview of David McKnight's Latest Book

By NAIFA on Oct 31, 2024 6:26:45 PM

The difference between the financial advice you’re likely to receive from mainstream financial “gurus” and the customized, math-based advice your retirement plan requires is what NAIFA member, David McKnight calls “the guru gap.” This is a gap into which hundreds of thousands of good investors unwittingly fall by embracing the flawed, math-be-darned retirement planning advice dispensed by America’s mainstream financial personalities.

 Join best-selling author, and industry thought leader David McKnight for one of his upcoming three webinars as he previews his upcoming book The Guru Gap: How America’s Financial Gurus Are Leading You Astray and How to Get Back on Track. 

Register Today!

1 min read

Don't Miss NAIFA's Motivational Mindset Sessions with Marques Ogden

By Emily Cabbage on Oct 31, 2024 5:09:19 PM

Named one of the top 10 business speakers in North America in December 2023 by New York Tech, Marques Ogden provides NAIFA members an exclusive opportunity to connect with him each month. Join him for Wake Up Wednesdays on the first Wednesday of each month at 9 am eastern (next session is next week November 6th). Marques's sessions focus on being performance-driven, emotionally resilient, and leveraging discipline to accomplish more. He refers to this as the "pursuit of the unbreakable mindset." Through these sessions, Marques is committed to equipping participants with the knowledge they need to thrive.

Register Now

 

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