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Leaders Blog

1 min read

New Group Membership Plans Announced for Members & Employees

By NAIFA Membership on 1/4/24 6:02 PM

The NAIFA Open Enrollment Period is February 1st to 28th, 2024

 

We're excited to announce that NAIFA has adopted FSP's group insurance portfolio that includes the following plans:  

Business Overhead Expense Insurance

Simplified underwriting on the first $6,000 of elected coverage with one health question. Coverage available up to $20,000 (**) per month.

Group Short-Term and Long-Term Disability insurance

Guaranteed Issue with no medical questions. (*)

Group Term Life and AD&D insurance

Simplified underwriting on the first $50,000 of elected coverage with one health question. (*)

Group Dental and Vision

Available at any time, with no medical underwriting.

Learn More and Enroll During February 1-28, 2024

Attend the February 5th webinar at 12:00 EST to learn more about the NAIFA Open Enrollment and insurance products. 

Register for the Webinar

Topics: Group & Employee Benefits Insurance
2 min read

What SECURE 2.0 Means for Your Clients' Retirement and Estate Planning

By NAIFA on 4/20/23 11:00 AM

SECURE 2.0 is here, but what does that mean for your clients' retirement and estate planning? On Tuesday, May 9, from 12 pm to 3 pm eastern, join NAIFA and the Society of Financial Service Professionals for an Advanced Practice Center live virtual event, as three industry experts discuss the impact of SECURE 2.0, what it means for your clients, and why now is the best time to prepare.

Topics: Retirement Planning Advanced Planning Estate Planning Insurance SECURE 2.0 NAIFA Partner
2 min read

Want Success in Abundance? Learn to Achieve It at NAIFA Live!

By NAIFA on 4/19/23 10:24 AM

Time is running out but it's not too late to register for Thursday's NAIFA Live, featuring a high-performing panel of advisors that you cannot see anywhere else. Howard Sharfman of NFP Solutions will moderate "Success in Abundance: Lessons from Today's Industry Phenoms," and introduce you to Eryka Morehead, Warren McGuire, and Robert Fenby.

Eryka, Warren, and Robert will share their lessons, business concepts, and the actionable solutions that helped them achieve success in the industry in such a short time. All NAIFA members should plan to attend NAIFA Live this Thursday, April 20 at 2 pm eastern and get the most out of this exclusive member benefit.

Topics: Marketing NAIFA Live Grow Your Business Members Insurance NAIFA Partner
1 min read

Upcoming Webinar: Making Your Data Work for You

By NAIFA on 4/13/23 11:54 AM

Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.

Gary Weber, Founder and CEO of AccuPoint Solutions, will share his expertise from over 35 years in the industry, where he has been both a user and supplier of data to help you increase productivity, and learn how to leverage data to maximize your results.

Topics: Prospecting Grow Your Business Webinar Business Performance Center CRM Insurance NAIFA Partner
3 min read

Succeed in Business with Lessons from Today's Industry Phenoms

By NAIFA on 4/12/23 1:38 PM

Members should mark their calendars and plan to attend the next NAIFA Live on Thursday, April 20 at 2 pm eastern, sponsored by Penn Mutual. At "Success in Abundance: Lessons from Today's Industry Phenoms," get introduced to three insurance and financial services professionals to learn their stories, how to implement their unique business concepts, and what were their keys to succeeding in the industry in such a short time.

Moderated by Howard Sharfman of NFP Insurance Solutions, and featuring an all-star panel of Bobby Fenby of Penn Mutual, Eryka Morehead, CAP, CLTC, LACP of Collaborative Planning Group, Inc., and Warren McGuire, ChFC® of NFP, this NAIFA Live is one you do not want to miss.

Topics: Marketing NAIFA Live Grow Your Business Members Insurance NAIFA Partner
1 min read

What Advisors Need to Know About Upcoming IUL Insurance Illustration Changes

By NAIFA on 3/15/23 3:52 PM

Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.

Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

Topics: Life Insurance & Annuities Legislation & Regulations Webinar Advisor Today Insurance
1 min read

Upcoming Webinar: An Alternative to Long-Term Care Coverage

By NAIFA on 1/25/23 11:54 AM

When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation. Limited long-term care insurance can be an option to help during your client's time of need.

Register now for this upcoming webinar discussing limited long-term care on Tuesday, February 7 at 2 pm eastern.

Topics: Long-Term Care Limited Care Webinar Limited & Extended Care Planning Center Insurance
1 min read

Upcoming Webinar: Becoming an Introduction Machine

By NAIFA on 1/17/23 11:45 AM

Join NAIFA's Business Performance Center for a webinar on Tuesday, January 24 at 1 pm eastern. Hear from NAIFA Coaches Circle leader Joe Templin to learn how you can reliably get your foot in the door and get your name out there.

Topics: Marketing Prospecting Grow Your Business Webinar Business Performance Center Insurance
1 min read

The Top 3 Financial Products to Weather This Financial Storm

By NAIFA on 11/16/22 1:33 PM

Join NAIFA's Business Performance Center for a webinar on Tuesday, November 29 at 1 pm eastern. Sit down for a discussion with Harlan Accola of Fairway Independent Mortgage Corporation, and Caleb Guilliams, Founder of BetterWealth, to learn about the three products your clients must have to survive this intense financial storm. 

Topics: Financial Planning Grow Your Business Business Performance Center Insurance
2 min read

September's NAIFA Live Welcomes NAIFA Legend Van Mueller

By NAIFA on 9/7/22 4:00 PM

Don't miss NAIFA legend Van Mueller at the next NAIFA Live on Thursday, September 15 at 2:00 pm eastern. With nearly 50 years of industry experience, 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 for, "The Challenge and Opportunity of 2022: Why Now is the Greatest Time Ever to Be an Insurance and Financial Professional," as he shows you how to capitalize on the present uncertainty for the benefit of you and your clients. Learn how your ability to provide solid planning and peace of mind can make this the greatest time ever to be an insurance and financial professional.

Topics: Financial Planning NAIFA Live Grow Your Business Insurance

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