Upcoming Event Snapshot

Join us for the Q3 "State of NAIFA" 2022 webinar featuring: 

• Larry Holzberg, NAIFA President
• Kevin Mayeux, NAIFA CEO
• Diane Boyle, SVP of Government Relations

NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.

Joe Jordan’s new presentation, Retirement Risks in a Post-COVID World, will present an informative outlook for our business, discussing why advisors must adapt to the new Post-COVID economic environment to be successful. Joe will explain the defining issue of the 21st century and the 6 retirement risks clients should address in pursuing their retirement goals:

• Longevity – Risk of Outliving Assets
• Market and Interest Rate Risk
• Withdrawal Rate Risk
• Sequence of Return Risk
• Purchasing Power/Inflation Risk
• Health Risks

Clients need a partner and a plan to successfully navigate these challenges, and that partner is their financial advisor!

Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book Living a Life of Significance. Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. Joe is also a founder of the Insured Retirement Institute, a NAIFA partner.

Why is client relationship marketing important? Learn how to avoid the cycle of chasing new clients from ReminderMedia President and Advisor Today contributor Luke Acree.

This webinar will help you:

1. Discover how top companies create raving fans

2. Learn what type of content to send to your clients and how often

3. Learn how to connect with spouses, build trust with the next generation, and increase your AUM

The Meetings on Main Street event series is our chance to give back to the insurance and financial services industry by presenting an inspirational, insightful, and invigorating experience open to all industry professionals.

Join us for an action-packed afternoon featuring talks from insurance and financial services leaders, followed by a complimentary cocktail reception.

Expect to learn how to:

• Optimize your branding through digital marketing
• Reach more prospects by increasing your visibility on LinkedIn
• Expand your influence in the senior market
• Turn obstacles into opportunities

Former NAIFA Trustee and managing director with Principal Financial Group, Steve Saladino, is a prime example of doing the hard things well, the things that will drive future success. Join Steve is he shows how his early training as a United States Army Airborne Ranger helped cultivate the habits that would lead this 31-year industry veteran to the top.

This NAIFA Live is intended for newer advisors and any advisor who wishes to grow their practice.

You will learn:

• How "being" NAIFA and not "doing" NAIFA can help you grow your professional network and practice
• Best practices for securing strategic alliances with CPA's, healthcare and P&C agents
• To enlarge your social and community presence and outreach while serving NAIFA
• Timeless sales and prospecting tips to drive your success

The New Sales Summit for the American Advisor

This event is for the American advisor that is always focused on increasing performance to increase production. It's about how fast can you get to the top of your potential.

Apex isn't for product training, doesn't contain irrelevant breakout sessions or competing sessions that force you to choose and leave you feeling that you didn't get the ROI you wanted.

Apex is an event to allow you to fully focus on yourself and your performance so that you can return back to your practice refreshed, rejuvenated, and ready to be your absolute best for your clients and agency/firm colleagues.

Don't come if you expect the same 'ole, same 'ole conference. Do come if you need one opportunity a year to disconnect from everything and get centered on your growth plan for yourself.