Upcoming Event Snapshot

This session will provide you with a review of topical ideas to share with clients that are charitably inclined. The SECURE 2.0 Act allows clients to take advantage of planning opportunities that can increase the probability of retirement success, lower taxation, save money, and provide funds to charities efficiently. In addition, the current economic conditions favor arbitrage planning that promotes generational planning opportunities that can help you retain assets and grow your business.

NAIFA and American Senior Benefits invite agents and advisors to Unlock the Power of AI in Indianapolis. We are #NAIFAproud to support this event alongside fellow NAIFA members Tom Morgan CLF and Joe Jordan, with special guest speaker, Billy R. Williams, Ph.D. This lunch & learn is a great opportunity for financial professionals to learn innovative strategies and proven tactics to drive success.

Once thought of as a financial loan of last resort, a home equity conversion mortgage offers seniors an FHA-insured loan that can serve as a beneficial financial lifeline. This mortgage does not require monthly payments and can prove to be vital for retirees who have a lot of equity in their home but are struggling with inflation and/or cash flow issues.

Join with the author as he traces the evolution of reverse mortgages and outlines the potential advantages that can allow senior homeowners to leverage equity in their homes as part of a viable retirement strategy.

Author: Marc Silverman

More Than A Meeting- It's a Game Changer

Join us for this powerful educational event where you’ll collaborate with world-class faculty and industry leaders to raise your game—enhance your expertise, elevate your level of client service, and raise your professional profile.

Details and registration information coming soon.

Details and registration information coming soon.

Details and registration information coming soon.

Details and registration information coming soon.