NAIFA and the Society of FSP bring you this webinar on the provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) that sunset at the end of 2025. The panel will examine the planning opportunities these changes present and also explore the best ways to talk to your clients who are reluctant to discuss estate planning, including providing fact-finding tips, explaining listening styles, and guiding you to have clear conversations.
Launched in 2022, NAIFA's Apex conference is designed to be a pure-play sales summit for producers and those in the financial services industry. The Apex design brings together producers with other industry professionals in estate planning law, accounting, technology, performance coaching, wellness, and more to create a dynamic event to take you to the top of your personal production. NAIFA is pleased to launch a regional conference in 2023 called Apex East.
Join us for the Q4 "State of NAIFA" 2023 webinar featuring:
NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.