Upcoming Event Snapshot

This webinar will take a deep dive into Medicare and the important role it plays in clients’ retirement plans. Carly Rosswurm, Director of Medicare Solutions at Ash Brokerage, will cover some of the top Medicare questions and issues including: what is covered by Medicare, is Medicare needed if working past 65, where to get more coverage, and Medicare costs. Join us for this informative program so that you can help your clients navigate the Medicare maze and make informed choices regarding important healthcare options after retirement.

Traditional financial planning models make certain assumptions about planning and life-cycle finance that do not always recognize the reality facing many Americans. This program, based on an article published in the January 2025 issue of the Journal of Financial Service Professionals, develops the idea of “meeting people where they are,” providing information about the financial planning needs of individuals facing a wide range of situations. Taking published research from several sources, including real-life experience and proprietary research, the article provides advisors with a realistic picture of the gaps in conventional planning and challenges them to think about these situations and their business models to identify additional opportunities where they can better serve their clients.

Journal Live programs consist of a short audio presentation over the telephone by the author of a recent article in the Journal of Financial Service Professionals, followed by a Q&A session.

Despite the popularity of index universal life policy premiums being funded through third-party loans, the various risks—not just the opportunities—are poorly understood. This program, based on an article in the January issue of the Journal of Financial Service Professionals, presents a case study exploring the analytical techniques that should be performed before plan implementation. Join with the authors to learn the best practices for evaluating and managing this sophisticated financial arrangement.

Journal Live programs consist of a short audio presentation over the telephone by the author of a recent article in the Journal of Financial Service Professionals, followed by a Q&A session.

Increasingly, nonprofits, donors, and advisors are finding that the charitable gift annuity (CGA) provides the best opportunity to accomplish a wide variety of goals through a single gift.  Accomplishing philanthropy while also securing a fixed income is the overarching theme for this widely used life-income gift. Simple to execute and diverse in its versions, the CGA can even be created from a qualified charitable distribution (QCD).

Topic: Advanced Charitable Giving Strategies/Charitable Trusts and Drafting Charitable Agreements

Details and Registration Coming Soon

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.

Topic: Buy-Sell Agreements after Connelly

Details and registration information coming soon.

NAIFA'S SIGNATURE GRASSROOTS ADVOCACY EVENT

NAIFA’s annual Congressional Conference brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.

Details and registration information coming soon.

Details and registration information coming soon.