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Leaders Blog

1 min read

Change the Conversation with Financial Longevity Wellness

By NAIFA on 3/15/23 4:30 PM

Want to differentiate yourself? Then change the conversation! A hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness. 

Join the next Advisor Today webinar on Wednesday, March 29 at 12 pm eastern, as Carroll Golden, Executive Director of NAIFA's Centers of Excellence, demonstrates a three-step formula to show how to incorporate Financial Longevity Wellness in the products and services you provide, while staying focused on your client’s story.  

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Topics: Long-Term Care Webinar Advisor Today Limited & Extended Care Planning Center Insurance
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.

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

Have you Registered for the State of NAIFA?

By NAIFA on 3/15/23 8:57 AM

The Q2 State of NAIFA

April 4 | 12 pm eastern

The quarterly State of NAIFA webinar is coming in early April. With presentations by NAIFA President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, CEO Kevin Mayeux, CAE, and Senior Vice President for Government Relations Diane Boyle, the State of NAIFA keeps members, partners, the media, and all stakeholders informed about NAIFA's programs, successes, and challenges. The webinar demonstrates NAIFA's commitment to transparency and helps members understand how they can get the most value from their memberships.

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Topics: Webinar
3 min read

NAIFA and Advisorist Announce Partnership

By NAIFA on 3/8/23 11:52 AM

NAIFA is proud to announce that Advisorist has joined NAIFA in supporting the Talent Development Center to raise awareness of their respective brands and promote membership and participation in their respective organizations.

Led by CEO Jeremiah Desmarais, Advisorist is a group dedicated to helping insurance and financial advisors generate qualified leads and appointments to help their businesses grow. Under the partnership, Advisorist will feature six NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. NAIFA will promote the VAPH and Advisorist through social media and marketing efforts. 

Taking place every Wednesday at 12 pm eastern, the Virtual Advisor Power Hour is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes. Advisors can register for the VAPH on the Advisorist website.

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Topics: Marketing Talent Development Center Webinar Press Release NAIFA Partner
1 min read

Build a Sustainable and Profitable Business You Love

By NAIFA on 1/30/23 12:31 PM

Join Advisor Today for its next webinar on Wednesday, February 8 at 12 pm eastern. NAIFA Coaches Circle leader Joe Templin will teach today's advisors how to have balance and growth to build a sustainable and profitable business you love. Being part of I Love NAIFA Month in February, "Love Your Business" will help you plan to ensure the longevity of your career while avoiding burnout.

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Topics: Grow Your Business Webinar Advisor Today Insurance
1 min read

NAIFA's Members-Only Deep-Dive Webinar on SECURE 2.0 Legislation Is Tomorrow

By NAIFA on 1/25/23 4:56 PM

NAIFA Webinar: Secure 2.0 Has Passed: What the Law Means for You & Your Clients

January 26, 2023 | 11 AM eastern

It's not too late to register for this members-only webinar. SECURE 2.0 and the RILA Act were signed into law late last year, bringing significant changes to how Americans can prepare for retirement and use registered index-linked annuities in their planning.

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Topics: Retirement Planning Legislation & Regulations Webinar Federal Advocacy SECURE 2.0
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.

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

Buying or Selling an Agency – A Focus on Medicare

By NAIFA on 1/18/23 10:30 AM

Join Dan Mangus, VP of Growth and Development at Senior Marketing Specialists, for an Advisor Today webinar on Wednesday, January 25 at 12 pm eastern. In "Buying or Selling an Agency - A Focus on Medicare," Dan will guide you through the ins and outs of buying or selling an agency, and the top things you need to know when it comes to Medicare.

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Topics: Medicare Webinar Advisor Today 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.

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Topics: Marketing Prospecting Grow Your Business Webinar Business Performance Center Insurance

Advisor Today Webinar on Insurance Opportunities Is Dec. 8

By NAIFA on 12/7/22 6:20 PM

December 8th | 2 pm eastern

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Topics: Life Insurance & Annuities Webinar
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