UPCOMING EVENT SNAPSHOT
Webinars & Events for Members
Peak 65 Series: Impact Day for Lifetime Healthcare
Tuesday, November 19, 2024
11 am eastern
As part of November's Long-Term Care Awareness Month, NAIFA is kicking off the Peak 65 Series and starting with a virtual Impact Day to explore topics within lifetime healthcare. Join industry thought leaders and subject matter experts for a free, virtual TED-talk-style event that showcases our expanded Center
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Trustworthy Selling
Wednesday, November 20, 2024 | $350 for NAIFA Members
11 am - 6 pm eastern
Join us virtually for three 2-hour blocks of training and discussion by a Trustworthy Selling certified moderator who will lead you through the course. Receive your digital badge to showcase that you have completed the training. Set aside one day to immerse yourself in new techniques that will allow you to upskill and finish the year strong while getting a jump on your 2025 planning.
Live Call with David McKnight
Thursday, November 21, 2024
10 am eastern
Do you want to know how thousands of agents just like you have sold BILLIONS of premium over the past decade? More importantly, do you want to know how you can sell more policies & larger policies while helping your clients plan for retirement while reducing their future tax liability?
Join David McKnight, author of "The Power of Zero." to learn how to help your clients get to the 0% tax bracket in retirement and how you can inoculate your clients and prospects against dissenting voices that are against cash value life insurance and annuities.
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Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
Thursday, November 21, 2024
4 pm eastern
As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.
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NAIFA Live November
Thursday, November 21, 2024
12 pm eastern
In this presentation, we'll explore how life insurance policies can be a powerful tool in creating tax-free cash flow for clients during retirement. We'll dive into advanced strategies like utilizing life insurance loans. By using assets as collateral, clients can access funds without selling investments or disrupting long-term growth plans. Join us to learn how you can help clients make informed decisions and achieve secure, flexible retirements, with life insurance and collateral-based strategies as key components.
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November Book Club
Friday, November 22, 2024
12 pm eastern
All are welcome to participate in NAIFA's Book Club! Each month, members will select and discuss and review a featured book to help you grow personally and professionally.
Blind Ambition: How to Go from Victim to Visionary by Chad Foster
NAIFA Host: Brian Haney
Blind Ambition is an uplifting memoir that showcases the extraordinary resilience of the human spirit. In this compelling narrative, Foster recounts his journey of losing his sight as a young adult, yet refusing to lose his vision for life. His story is one of breaking barriers, including becoming the first blind graduate of Harvard Business School’s Executive Education program, and offers valuable lessons on overcoming adversity, embracing challenges, and redefining success. Don't miss this inspiring discussion on how determination can turn any obstacle into an opportunity for growth.
Post-Election 2024: The Impact on Insurance and Financial Services
Tuesday, December 3, 2024
3 pm eastern
The 2024 election will result in a new Administration, changes in the Senate and House, as well as 11 gubernatorial races and 85 state legislative chambers to evaluate.
NAIFA’s Government Relations team will discuss the results of the general election, its impact on insurance agents and the financial services industry with an emphasis on tax challenges, and how NAIFA members can become better advocates for the industry by getting involved with NAIFA’s political programs.
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Wake Up Wednesdays with Marques
Wednesday, December 4, 2024
9 am eastern
Ogden is a three-time best-selling author and the host of the podcast "Get Authentic with Marques Ogden." In his speaking engagements, Marques leads his audiences to understand why “Authenticity Creates Victory” by sharing his personal story of overcoming adversity and achieving success. Marques is on a mission to inspire CEOs and other senior leaders to maximize their potential to reach their personal and professional goals.
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Bridging Charitable Planning with Retirement Income
Tuesday, December 10, 2024
12 pm eastern
This session will provide you with a review of topical ideas to share with clients that are charitably inclined. The SECURE 2.0 Act allows clients to take advantage of planning opportunities that can increase the probability of retirement success, lower taxation, save money, and provide funds to charities efficiently. In addition, the current economic conditions favor arbitrage planning that promotes generational planning opportunities that can help you retain assets and grow your business.
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Coaches Circle with Dan Finley: Building Your Business Blueprint
Thursday, December 12, 2024
4 pm eastern
As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.
FSP Institute
January 26-29, 2025
More Than A Meeting- It's a Game Changer
Join us for this powerful educational event where you’ll collaborate with world-class faculty and industry leaders to raise your game—enhance your expertise, elevate your level of client service, and raise your professional profile.