UPCOMING EVENT SNAPSHOT

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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Guest Speaker: Suzanne Carawan, NAIFA VP of Membership

Topics for Discussion:

• AI best practices
• AI Tools and Platforms

• Future Trends and Innovations

• Practical Implementations and Case Studies

• Developing AI Strategies

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Most Americans don’t understand the 2,700-plus Social Security rules, don’t know who to ask for help, and don’t realize the impact of an uninformed decision on their financial future. As a result, 96% of those collecting Social Security today failed to maximize their benefits, resulting in an average loss of over $139,000 per household. The stakes are high, and with Social Security, you have one chance to get it right – forever.

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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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Stay up-to-date about the latest and greatest benefits that come along with being a NAIFA member. We are constantly adding new offerings to our marketplace. Whether it is new technology tools, ways to market yourself/your practice, educational resources, or simply saving money on your next UPS shipment...we've got you covered.

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This year, we have combined two of NAIFA's signature events, Apex and the National Leadership Conference (NLC).  Apex focuses on growing your business, encouraging leadership skills, and developing your personal brand. It appeals to a wide range of professionals and helps you reach your highest level of success. The NLC optimizes how we work together as NAIFA leaders to bring us continued success as the number one association for financial services professionals in the United States. NLC and the associated Belong awards gala inspire and recognize servant leaders who are called to serve a greater purpose and understand that they are working for the success of something bigger than themselves. 

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This session of NAIFA Live will be broadcast from Apex at the Arizona Biltmore. Please note the adjusted start time of the September session.

In this presentation, David McKnight discusses how to position cash value life insurance and annuities in a balanced, comprehensive approach to tax-free retirement. He also discusses how to counteract the negativity your prospects are likely to get from financial gurus when they research your recommendations online.

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This special edition of Book Club will be held in person at Apex! All are welcome to participate! Each month, members will select and discuss and review a featured book to help you grow personally and professionally. 

The 12-Week Year

By: Brian Morson
NAIFA Facilitators: Carina Hatfield & Corey Anderson

Most organizations and individuals work in the context of annual goals and plans; a twelve-month execution cycle. Instead, The 12 Week Year avoids the pitfalls and low productivity of annualized thinking. This book redefines your "year" to be 12 weeks long. In 12 weeks, there just isn't enough time to get complacent, and urgency increases and intensifies. The 12 Week Year creates focus and clarity on what matters most and a sense of urgency to do it now. In the end more of the important stuff gets done and the impact on results is profound.

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One-third of financial advisors are predicated to retire in the next 10 years. This is creating an opportunity for advisors who are looking to grow their practice. Join NAIFA member, David Wood along with industry professionals and peers for an in-depth exploration of mergers and acquisitions (M&A) and learn how to harness the wave of retiring advisors to capitalize on this opportunity.

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Join NAIFA member, Chris Bor as he shares real-life example and case studies on how he has successfully increased his life insurance business into his existing P&C clients.

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One-third of financial advisors are predicted to retire in the next 10 years. This is creating an opportunity for advisors who are looking to grow their practice. Join NAIFA member, David Wood along with industry professionals and peers for an in-depth exploration of mergers and acquisitions (M&A) and learn how to harness the wave of retiring advisors to capitalize on this opportunity.

MORE

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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Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big and join the ranks of Financial Security Advocates.

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Join us for the Q4 "State of NAIFA" 2024 webinar featuring: 

• Tom Cothron, NAIFA President
• Kevin Mayeux, NAIFA CEO
• Diane Boyle, NAIFA 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.

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.

MORE

Stay tuned for more information.

Filing for Social Security is a time-sensitive decision that every client must make as they plan for retirement. Failure to plan correctly can result in major financial penalties that cannot be revoked. Clients will be asking you questions. Be sure you know how to find the answers.

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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.

MORE

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. 

The Go-Giver: A Little Story About a Powerful Business Idea 
by Bob Burg & John David Mann
NAIFA Host: Scott Dorminy

In our society, we admire success-oriented people, or go-getters. But in The Go-Giver, authors Bob Burg and John David Mann turn that idea on its head. They argue that you should make giving rather than getting your first priority in business and in life—and success will follow. In the form of a business parable in which a mentor puts a frustrated go-getter on the path to success and fulfillment, the authors explain why and how you can change from being a go-getter to a go-giver by practicing the Five Laws of Stratospheric Success.

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Exclusive session for Triangle Team members with Coach Frank Maselli. 

Triangle Team Members will receive information to participate.

Topic coming soon!

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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Details and registration information coming soon.
Sponsored by American Cancer Society

One-third of financial advisors are predicted to retire in the next 10 years. This is creating an opportunity for advisors who are looking to grow their practice. Join NAIFA member, David Wood along with industry professionals and peers for an in-depth exploration of mergers and acquisitions (M&A) and learn how to harness the wave of retiring advisors to capitalize on this opportunity.

MORE

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.

MORE

Stay tuned for more information.

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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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.

MORE

Details and registration information coming soon.

Details and registration information coming soon.

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.

MORE