UPCOMING EVENT SNAPSHOT

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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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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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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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.

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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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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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Enhance your membership and explore all the ways you can engage with NAIFA. Join us for our Q4 Member Benefits webinar program to ensure you are making the most of your membership.

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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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Once thought of as a financial loan of last resort, a home equity conversion mortgage offers seniors an FHA-insured loan that can serve as a beneficial financial lifeline. This mortgage does not require monthly payments and can prove to be vital for retirees who have a lot of equity in their home but are struggling with inflation and/or cash flow issues.

Join with the author as he traces the evolution of reverse mortgages and outlines the potential advantages that can allow senior homeowners to leverage equity in their homes as part of a viable retirement strategy.

Author: Marc Silverman

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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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In close to half a century as an insurance agent, Van has seen it all. Business cycles, bull markets, bear markets, volatility, and even crisis. However, there has always been one constant, opportunity. Join Van Mueller as he shows you how to capitalize on the present uncertainty for the benefit of you and your clients. Indeed, your ability to provide solid planning and peace of mind makes this the greatest time ever to be an insurance and financial professional.

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Details and registration information coming soon.

Details and registration information coming soon.

Details and registration information coming soon.

Details and registration information coming soon.