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By NAIFA - August 12, 2019

Global Financial Navigation – Understanding, Appreciating and Engaging across Country Borders

Consumed with his vision to understand, appreciate and engage financial advisors from the differing disciplines of insurance, investment, banking, tax and the law, NAIFA workshop presenter Stephen Kagawa is purposefully connecting this worldwide expertise to better guide multi-national people and companies through their cross-border realities together with The Pacific Bridge Companies, an organization comprised of multiple international interdependent financial planning and wealth management related firms spanning the United States, Japan, and Hong Kong.  

By NAIFA - August 07, 2019

You Don't Want to Miss This Year's Keynote Speakers

NAIFA has secured an excellent lineup of keynote speakers for this year's Performance + Purpose Conference! The conference kicks off with Thursday's General Session featuring Scott Mann. Scott is a former Green Beret (U.S. Army Special Forces) and current author, speaker, and trainer. As a Green Beret in the United States Army, Scott Mann forged bonds and solved problems using values that moved people around the world to stand up for themselves. His secret? He was able to restore trust and create human connections in places where that didn’t seem possible. Scott teaches corporate leaders and their teams the relationship-building techniques that drive so many of his successful combat operations.

By NAIFA - August 07, 2019

Protecting a Client’s Most Valuable Asset, Their Income

Brian Martin is another highly accomplished workshop presenter leading Friday's breakout session, "Protecting a Client's Most Valuable Asset, Their Income". Brian's session will cover how he positions disability income protection with his clients as an important strategy in the overall financial planning process. 

By NAIFA - July 29, 2019

What Sessions are You Attending?

The upcoming NAIFA Performance + Purpose Conference is THE educational conference for financial service professionals that serve #MainStreetUSA. This year's conference brings even more top producers who have insights and tips you need to help American families and businesses achieve financial security.

By NAIFA - July 29, 2019

Obstacles Faced by Agents When Selling to the Hispanic Marketplace

It's more than just an language barrier, it’s a completely different culture and approach to insurance. Dulce Suarez-Resnick will talk about the culture, the generational differences and how to approach the topic of insurance in her breakout session at NAIFA Performance + Purpose. She will also cover the market place,  the distribution methods and marketing  to this segment of the population. 

Dulce Suarez-Resnick joined NCF Insurance Associates in 2009. She specializes in personal lines and commercial habitation risks, such as Condominiums and Homeowners Associations. Recently, she was chosen as 1 of the 10 finalists out of 77 applicants for the position of Insurance Commissioner of the State of Florida. She was Past President of the local chapter of the NAIW (National Association of Insurance Women) and the LAAIA (Latin American Association of Insurance Agencies) and has chaired the Legislative Committee of both associations. This breakout session is in partnership with LAAIA.

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