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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). 

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Topics: Webinar Federal Advocacy DOL
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.

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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.

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Topics: Webinar NAIFA Partner FSP
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.

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Topics: Prospecting Grow Your Business Webinar Business Performance Center CRM Insurance NAIFA Partner
1 min read

What Advisors Need to Know About Upcoming IUL Insurance Illustration Changes

By NAIFA on 3/15/23 3:52 PM

Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.

Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

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

Upcoming Webinar: An Alternative to Long-Term Care Coverage

By NAIFA on 1/25/23 11:54 AM

When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation. Limited long-term care insurance can be an option to help during your client's time of need.

Register now for this upcoming webinar discussing limited long-term care on Tuesday, February 7 at 2 pm eastern.

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Topics: Long-Term Care Limited Care Webinar Limited & Extended Care Planning Center Insurance
1 min read

Upcoming Webinar: Becoming an Introduction Machine

By NAIFA on 1/17/23 11:45 AM

Join NAIFA's Business Performance Center for a webinar on Tuesday, January 24 at 1 pm eastern. Hear from NAIFA Coaches Circle leader Joe Templin to learn how you can reliably get your foot in the door and get your name out there.

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Topics: Marketing Prospecting Grow Your Business Webinar Business Performance Center Insurance

Advisor Today Webinar on Insurance Opportunities Is Dec. 8

By NAIFA on 12/7/22 6:20 PM

December 8th | 2 pm eastern

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Topics: Life Insurance & Annuities Webinar
1 min read

Tackle the Scariest Topics in Long-Term Care at LTC Impact Day 2022

By NAIFA on 10/19/22 11:37 AM

We're kicking off November's Long-Term Care Awareness Month on Halloween, Monday, October 31 to get the message out that you don't need to be scared of long-term care conversations!

NAIFA's Limited & Extended Care Planning (LECP) Center is hosting "Don't Be Scared of Long-Term Care," a free, day-long virtual program from 9 am to 5 pm. Included are interactive sessions from industry leaders who will address the scariest of topics in the long-term care arena. 

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