Leaders Blog

The following press release was issued today. Top things to know about the newly launched software that includes Carroll Golden's Caregiving Conversation work: 

• All NAIFA members receive a discount on Asset-Map software 
• You can have your prospect or client fill out their map before or after you meet as part of your discovery process. They will get notified via text or email to plug in their info and you can follow along throughout their process giving them a visual map of their financial picture
• The new stencil will now be available to all of Asset-Map's 6,000 subscribers with NAIFA plugs to join and be involved in our collective financial security work. This is an amazing distribution opportunity for NAIFA to raise awareness of our organization and the work we do so that we can grow membership while providing current NAIFA members with a great discount on a great fintech product.

Ensuring income protection is critical for your clients, particularly during their income-earning years. We invite you to join our upcoming webinar on Wednesday, May 8, 2024, from 12:00 pm to 1:00 pm Eastern. Sponsored by Ash Brokerage, this webinar is designed to arm financial professionals with the tools and techniques needed to effectively manage discussions around disability income plans and life insurance.

The latest episode of NAIFA's Advisor Today Podcast features Delvin Joyce, CFP, CLU, ChFC, RICP, a loyal NAIFA member since 2010. After a career in professional football, financial planner Joyce obtained the self-motivation to launch a financial services business. By identifying a clear purpose, he structured his services and leadership around providing financial literacy and support to young athletes preparing for careers. Delvin believes that financial planning is fundamental to the future, so by building a practice that emphasizes managing people’s funds and loans, you can execute your purpose, elevate your status in the industry, and create a lucrative business. 

If you are concerned about diversifying your clients' income during retirement and are searching for strategies to protect against potential increases in taxes and inflation, then join the next Advisor Today webinar on Thursday, June 22 at 2 pm eastern with Allianz.

At "Decumulation Diversification," Schyler Adams, Director of Advanced Strategies & Planning Platforms will reveal concepts and innovative approaches to secure your clients' financial future. Don't miss this opportunity to optimize retirement income and help your clients achieve long-term financial stability.

Errors & Omissions (E&O) insurance can be an essential part of every business' risk management plan. On Thursday, June 1 at 2 pm eastern, Ross Jordan, CPCU, of NAIFA partner CalSurance Associates will outline the current E&O landscape for financial professionals and give you loss prevention tips to help you protect your practice.

In this Business Performance Center webinar, explore recent E&O claim trends, learn what other agents are doing to protect their businesses, and what kind of coverages you should be reviewing for your practice's E&O insurance.

At this Business Performance Center webinar, Alison Susko and Mike Hemmert of NAIFA partner Asset-Map will show you how in 15 minutes or less, you can gather and place the most critical information about your clients' financials into one, easy-to-use and easy-to-share picture.

Mark your calendars and register now for "Scaling Advice: How to Make the Financial Planning Process More Efficient," taking place on Thursday, May 18 at 12 pm eastern.

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.

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. 

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.

NAIFA-CT's Richard Terhune, a loyal NAIFA member since 2008, will present a special webinar on Thursday, February 3, 2022. The event will feature two real-life stories of the power of life insurance on the lives of families across the country.

Terhune and his client, Sara Mathews Dixon, were selected as recipients of the Life Happens' Real Life Stories program. When Sara's husband died unexpectedly, his life insurance policy protected her and their three children from financial hardship.

Don't miss this impactful and inspiring webinar on February 3, 2022, at 2 pm eastern.