Upcoming Event Snapshot

Summer is coming to an end and the air smells of pencils and paper. This a sure sign that school is about to start. As districts are determining their return to school practices, how are you preparing to balance your own return to work plans into your children's virtual learning? Explore tips and tricks to balance work and school from home.

As an agent or advisor, you know excellent client service is paramount.

Especially in a world shaken by a global pandemic, it’s critical clients have trusted advisors to help keep their best interests intact. Add the backdrop of Reg BI, and it can quickly become complicated to effectively manage your inforce book while simultaneously securing new business.

So, what can you do to both exceed your clients’ expectations and grow your book without letting one or the other suffer?

Join us for an educational session on how this game changing life insurance technology from Proformex continues to play an important role in simplifying the policy review process providing much needed peace of mind for all involved.

We have all been riveted by the inhumane treatment that George Floyd received at the hands of a police officer. It has sent  our typical the social norms into a chaotic tailspin and all while in a Pandemic.

Take a closer look from NAIFA's very own African American advisors in leadership and in the field. Join us on this journey, as we embark on a unprecedented look behind the scenes of the diversity experience.

Our veterans have already gone above and beyond for this country. Now it’s our turn to give back by being fully educated about the benefits available to them. Join Dan Mangus as he walks through a variety of options and benefits available to veterans and how to access these benefits.

The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients.

The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients.

NAIFA and FSP have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts.

Topics will include:

• Estate planning involving family-owned businesses with complex family relationships
• Executive benefits in family-owned businesses
• Business succession issues