The following press release was just put out today announcing our new partnership with Brookstone Capital Management. Derek Gubala, VP of Business Development, and Randy Clark, Senior Director, Membership Development, were the key drivers in putting together this partnership. Having met at an Ed Slott event two years ago, Gubala exhibited at Apex 2022 and called it "the best industry event I've attended in a long time". This led Gubala to further invest in a sponsorship at Apex East held in October 2023 and will return to support NAIFA at our upcoming Congressional Conference.
3 min read
NAIFA Announces New Strategic Marketing Partnership with Brookstone Capital Management
Topics: NAIFA Partner
Upcoming tax challenges solved by attending this webinar
We have an upcoming joint event with FSP where you can offer your members amazing content that will help them be a better advisor and resource in the area of preparation for facing tax challenges. Join an all-star panel of subject matter experts as we discuss what you need to know (and avoid!) during Q4 and 2024.
Topics: Webinar NAIFA Partner FSP
2 min read
What SECURE 2.0 Means for Your Clients' Retirement and Estate Planning
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!
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
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
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
3 min read
NAIFA and Advisorist Announce Partnership
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.
Topics: Marketing Talent Development Center Webinar Press Release NAIFA Partner
1 min read
Promote Your Book with the IE Bookshelf from InsurTech Express
NAIFA marketing partner InsurTech Express recently launched their new IE Bookshelf to help promote and highlight books written by insurance and financial services professionals.
Current books by NAIFA members in the IE Bookshelf library include How Not to Tear Your Family Apart by NAIFA's Executive Director of the Centers of Excellence, Carroll Golden, The K-Method of Roulette by Ken Leibow, and Diversity Means Dollars by Vince Vitiello.
.png?width=300&name=_LUTCF%20%20-%20AT%20web%20(300%20x%20300%20px).png "_LUTCF - AT web (300 x 300 px)")
