Leaders Blog

College Funding & Retirement
August 17 | 2 pm eastern

NAIFA Live is a great member benefit that keeps NAIFA members connected and informed. This month, NAIFA Live features two extraordinary presenters, Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP, and Tom Henske, CFP, ChFC, CLU, CTS, CFS, CLTC, CES. Many of you know Brock as NAIFA's National Treasurer, but he is also the Founder of The College Funding Coach® a program designed to help families develop informed strategies to prepare for paying for college. Tom has been a leader in the financial industry for nearly three decades and is the Founder of Total Cents, a program that helps parents teach their kids about money.

The June NAIFA Live webinar gives NAIFA members an opportunity to become the best political advocates they can be.

NAIFA members normally earn their Financial Security Advocate badge by completing online modular advocacy training. June's NAIFA Live lets members be a part of something big and join the ranks of Financial Security Advocates in an interactive, group setting on Thursday, June 15, at 2 pm eastern. Earning your FSA badge shows your clients that you are dedicated to working with lawmakers to protect their financial security!

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.

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.

Don't miss the next NAIFA Live on Thursday, March 16, at 2 pm eastern. Deirdre Van Nest, Founder of Crazy Good Talks, NAIFA Coaches Circle founding member, and loyal NAIFA member since 2022 will show you how to deepen your relationships with your current clients and quickly win new business from prospects.

Consumers today are not choosing advisors based primarily on credentials, experience, or rates of return; those are expected. Instead, they’re choosing advisors based on how an advisor makes them feel. At "Get to the YES! - How to Increase Trust, Connection, and Likeability in 3 Minutes or Less," Van Nest will share with NAIFA members a strategy to connect with clients to accelerate trust and buy-in.

Join us for the next NAIFA Live on Thursday, February 16 at 2 pm eastern. Kari Gillenwater, Founder and CEO of Gillenwater Consulting Group, will show you how knowing your strengths and your team's strengths can help you improve overall sales, protect your company culture, and grow your business.

Don't miss the first NAIFA Live of 2023, "Transferable Sales Ideas from the Best in the Industry," on Thursday, January 19 at 2 pm eastern and sponsored by Penn Mutual.

Join an all-star panel of industry talent including Hunter Gimbel of the Gaber Group, Caleb Guilliams of BetterWealth, and author/speaker Doug Grady to learn their perspectives on how to achieve unimaginable success in today's climate.

Moderated by Howard Sharfman of NFP Solutions, the panelists introduce concepts that you will not hear in your current environment and share transferable sales ideas that you can implement immediately.

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.