Introducing Level Up- a New Event Series for Advanced Practice!
Our first event of the year is August 22nd in Dallas. Please join us and spread the word about this power-packed speaker line-up covering topics in estate, retirement and business succession planning. Speakers from the series will also be featured in our Advanced Practice track at this year's P+P conference.
Registration is Open for Performance + Purpose 2019 Conference
P+P 2019 brings the industry together for education, inspiration and connections. Join your colleagues at P+P to increase your knowledge, expand your network, and have some fun!
NAIFA Performance + Purpose will take place September 11 - 14 at the Walt Disney World Dolphin Resort in Orlando Florida. Registration is now open! Visit conference.naifa.org.
Registration for the June NAIFA Live is Now Open!
Join us on June 20th at 2:25 pm CT for Bob Cohen's presentation on "The Gotchas and Trap Doors of Life Insurance". This course will provide attendees with the foundation of some of the variables within life insurance products that Insurance Companies use to ensure their profitability and how that comes at a huge cost to the client.
This event has been approved for 1 CE in Arkansas, Iowa, Wisconsin, Maine, Virginia, North Dakota, Maryland, and Washington DC.
NAIFA Live is Available On-Demand
Missed an episode? No worries! Go to https://live.naifa.org/ondemand to see all of our past videos including our beloved NAIFA Trustee, John Wheeler!
Gain Your CLTC Designation this Year?
Are you interested in obtaining your CLTC designation? We are gauging the temperature to see level of interest and where/when you might want to take the CLTC class this year. Take this quick survey to let us know! If we have more than 10 people per class, NAIFA members can receive a bonus discount for classes this year! (This is our new CRM system, so to take the survey, please log in with your email address and reset your password).