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
3 min read
Earn Your Financial Security Advocate Badge at the June NAIFA Live
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!
Topics: Marketing NAIFA Live Grow Your Business Members Financial Security Membership Insurance NAIFA Partner
1 min read
Are You Doing Enough to Protect Your Business?
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.
Topics: Financial Planning Grow Your Business Protect Your Business Business Performance Center Insurance NAIFA Partner
1 min read
Breathe New Life Into Your Bottom Line with Supplemental Health Products
Accident, critical illness, and hospital indemnity products are often not top-of-mind but offer incredible value as stand-alone products, while also working well together when paired with health insurance.
At the next Advisor Today on Wednesday, May 31 at 12 pm eastern, find out how these products can provide a whole health solution for your clients and offer advantages to agents looking to grow their business.
Topics: Grow Your Business Webinar Advisor Today Limited & Extended Care Planning Center Insurance NAIFA Partner
1 min read
Improve Your Clients' Financial Health in 15 Minutes or Less
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.
Topics: Financial Planning Grow Your Business Business Performance Center Insurance NAIFA Partner
1 min read
Is Your Business Equipped for Today's Digital Market?
In the highly competitive insurance industry, brokers and agencies are constantly seeking new ways to drive growth. Agents must reach sales targets, and agencies must attract and retain high-performing talent. Fortunately, recent innovations in digital sales platforms are making these goals achievable.
John Boothman of NAIFA partner iLife Technologies will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and keep up in today's ever-changing market.
Topics: Sales Technology Tools Sales & Marketing Technology Grow Your Business Business Performance Center Insurance NAIFA Partner
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.
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