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Leaders Blog

2 min read

NAIFA Webinar will Discuss NAIFA's Initial Win in Our DOL Lawsuit and the Importance of the Courts in Our Advocacy Efforts

By NAIFA on 7/31/24 5:40 PM

NAIFA Webinar: A Conversation About the Courts
August 8 | 12 pm eastern

A federal court has granted a stay in the lawsuit NAIFA, several NAIFA chapters, ACLI, and other partners filed to stop the Department of Labor from implementing its fiduciary-only rule. The stay means the DOL rule will not go into effect in September, giving the court more time to consider NAIFA's lawsuit. Furthermore, the court stated that NAIFA's lawsuit is "virtually certain to succeed on the merits." 

Join us for an important webinar that will explain what the stay means for financial professionals and your clients. Our panelists will also discuss other recent court rulings, including Supreme Court decisions overturning the Chevron Doctrine (Loper v. Raimondo), sidestepping the constitutionality of taxing unrealized income (Moore v. US), and narrowing buy-sell agreement tax benefits (Connelly v. United States). 

Topics: Webinar Federal Advocacy DOL
2 min read

It's Not Too Late to Register for NAIFA's Advocacy Webinar: 'Tax Reform Priorities and Politics'

By NAIFA on 6/12/24 3:39 PM

Major federal tax legislation is all but certain to be coming from Washington, D.C., in 2025. Many provisions from the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire at the end of next year and Congress will need to address the situation. This NAIFA advocacy webinar will give you a better understanding of what is being dubbed the "Super Bowl of Tax" and provide insights into some of the proposals likely to shape the debate.

June 13 | 1:30 pm eastern

Topics: Webinar Federal Advocacy Tax Reform
1 min read

Maximizing Wealth with Estate Planning: A Free Webinar

By NAIFA on 4/12/24 12:46 PM

Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals. This session is ideal for professionals looking to deepen their understanding of estate planning essentials like revocable trusts, wills, and powers of attorney, and how to effectively coordinate these with various financial assets, including investments, real estate, and retirement accounts.

Topics: Webinar

Upcoming tax challenges solved by attending this webinar

By NAIFA on 9/6/23 8:14 PM

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

Mastering Retirement Income: Decumulation Diversification Strategies Revealed

By NAIFA on 5/31/23 3:54 PM

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.

Topics: Retirement Planning Financial Planning Retirement Webinar Advisor Today
1 min read

Breathe New Life Into Your Bottom Line with Supplemental Health Products

By NAIFA on 5/17/23 10:24 AM

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

Upcoming Webinar: Making Your Data Work for You

By NAIFA on 4/13/23 11:54 AM

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
2 min read

Generate More Leads, More Clients, and More Sales at the Advisorist Summit

By NAIFA on 3/28/23 1:09 PM

Join Talent Development Center partner, Advisorist, for their Virtual Standout Summit this Thursday, March 30, from 9 am to 5 pm eastern. This all-day, live event will feature some of the industry's top names—including several from NAIFA Nation—to help you learn industry tips, secrets, and techniques to help you get more clients, more leads, and more income.

Topics: Lead Generation Marketing Talent Development Center Members Webinar Leaders NAIFA Partner Producer Sales & Marketing
1 min read

Get the Latest on Upcoming IUL Insurance Regulation Changes

By NAIFA on 3/22/23 1:14 PM

With new Indexed Universal Life (IUL) Insurance illustration regulations likely to go into effect in May, experts from Modern Life and Symetra will make sure advisors are prepared for these adjustments, and go over what they could mean for your business at Advisor Today's next webinar this Monday, March 27, at 2 pm eastern.

Don't miss this discussion as Ryan Mattern, Advanced Planning Lead at Modern Life, along with Gregory Rohtstein, AVP Life Product Management, and Steven Patrizio, RVP Greater Northeast Territory at Symetra will discuss the background information and intricacies of the regulation you need to know.

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

Adapt to a Changing Consumer Landscape at the Next Advisor Today Webinar

By NAIFA on 3/21/23 12:15 PM

Carroll Golden's webinar with Advisor Today, originally scheduled for Wednesday, March 29, has been rescheduled to this Thursday, March 23 at 12 pm eastern, and it's not too late to register!

At "Changing the Conversation for a Changing Consumer Landscape," Carroll will discuss what Financial Longevity Wellness is, how it can help your clients not outlive or outspend their money, and how they can maintain financial wellness for future generations.

Attendees can expect to:

  • Learn what consumers want to protect

  • Gain insight into the evolving consumer conversation landscape

  • Discover how to introduce ‘financial longevity wellness’ preserver conversations using a flexible Three-Step Formula

  • Review current federal and state long-term care proposals and programs to open doors to life, annuity, and other product sales

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

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