Tools you need to become a politically
active and involved advisor.
Become an informal advisor to your
representatives on industry matters.
Support candidates for state and
federal office who understand the
value advisors and agents play in
securing America's financial future.
Information on Warchest
Advisor Today has the largest circulation among
insurance and financial planning advising magazines.
Join April's Journal Live, with presenters Greg Geisler, and J. William Harden to learn how the findings of their study can help clients better understand the financial consequences of excessive borrowing for higher education.
Journal Live programs are approximately 45 minutes long and consist of a short presentation over the telephone by the Journal author followed by a Q&A session.
This webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets, including investments, real estate, retirement accounts, insurance, and other assets. We will discuss how to align financial assets with estate planning objectives.
The foundation of a solid financial plan during income earning years needs to be supported by a disability income plan and life insurance. We’ll examine easy and proven educational tools that assist you in having the income protection conversation. CE Credit Available.
Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs. CE Credit Available.
Join us for the Q3 "State of NAIFA" 2024 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.
Join us for the Q4 "State of NAIFA" 2024 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.
Copyright © NAIFA
National Association of Insurance and Financial Advisors
1000 Wilson Boulevard, Suite 1890
Arlington, VA 22209
Phone: 877-866-2432
info@naifa.org