Upcoming Event Snapshot

NAIFA's LECP Collective is holding a free virtual program consisting of presentations from industry leaders who will share what advisors and agents need to know about the present and future of caregiving and long-term care.

This webinar will address how caregiving is becoming a defining economic force including reshaping financial planning, workplace policies, and multigenerational wealth transfer.

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Life and disability insurance can play an important role in business planning, whether it is protecting the business from the loss of a key employee, retaining and rewarding key employees with specialized compensation plans, or facilitating transfers of business ownership through funding buy-sell agreements. 

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Roth IRAs are a critical tool in tax efficient retirement planning and an important option for many retirement strategies. Choosing ROTH contributions and conversions can provide long term benefits to both clients and their beneficiaries, but are exposed to pitfalls. This presentation begins by examining the changing tax environment and why tax-free assets may be attractive in future tax environments. It continues by examining Roth as an estate planning vehicle for those looking to preserve assets for their beneficiaries. Finally, the presentation provides a technical understanding of 3 types of ROTH conversion strategies: Serial, Tactical, & Retirement conversions, and the advantages of Fixed Indexed Annuities in Roth Conversions. 

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 NAIFA will host a rare and exclusive conversation with one of the nation’s top-ranked financial advisors, Mark Curtis, Managing Director, Investments & Wealth Management of Graystone Consulting, a division of Morgan Stanley. In this special session moderated by NAIFA Trustee Jesse Dogillo, attendees will gain behind-the-scenes insights from Mark’s remarkable career leading a team that manages approximately $490 billion in assets. 

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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.

Details and registration coming soon.

Details and registration coming soon.

NAIFA's Signature Grassroots Advocacy Event

Details and Registration Coming Soon