%20(1).png)
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.
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
.png)
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.
.png?width=300&name=_LUTCF%20%20-%20AT%20web%20(300%20x%20300%20px).png "_LUTCF - AT web (300 x 300 px)")
