Join our partner, Fairway Mortgage, on May 19 for their Financial Advisor Summit: "Rebuilding American Retirement." This virtual event is free to attend.
Speaker Line-Up:
NAIFA Panel with Chris Barnthouse, Cheryl Canzanella, and Brock Jolly, "Hidden Threats to a Secure Retirement"
Bob Burg, "Go-Giver Way to Endless Referrals"
Wade Pfau, "4 Approaches to Managing Retirement Income Risk"
Rao Garuda, "Tax Liability & Preparing for Retirement"
Angela Silbernagel, "Up Your Marketing Game"
Dan Hultquist, "Who Is Today's Reverse Mortgage Applicant?"
Roger Roemmich interviewed by Dan Hultquist
Ed Slott, "Planning for the End of Stretch IRA"
This week, NAIFA's Young Advisor Team (YAT) holds its first All YAT Chairs call on April 19th at 1 pm eastern. YAT Chairs have been invited to collaborate with their peers across NAIFA Nation. As a key component of the 2025 Strategic Plan, YATs will have the opportunity to impact NAIFA's key goals: Membership Growth, Brand Amplification, and Member Experience.
Each call will feature a chapter "Success Story." Trish May, YAT Chair from Pennsylvania, will be featured this quarter. YATs will have an opportunity to share experiences and insights to learn from each other.
Download the 2025 Strategic Plan to explore the opportunities for young professionals within NAIFA.
Total HIPAA Compliance: Total HIPAA Compliance prepares health insurance agents, HR professionals, privacy and security officers, healthcare professionals, and subcontractors of business associates to meet federally mandated HIPAA compliance regulations. NAIFA Members are eligible for 10% off all products. Learn More
Are you getting back on the road? Be sure to check out the discounts available through Hertz. Including up to 25% off and complimentary Hertz Gold Plus Rewards. Learn More
2021 Congressional Conference May 24-25: This event is crucial to our grassroots advocacy strategy and brings insurance and financial professionals together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. Register
Q2 State of NAIFA: May 11 at 2 pm eastern
President Tom Michel, CEO Kevin Mayeux, and SVP Government Relations Diane Boyle provide updates on the latest issues concerning NAIFA and the industry.
