By NAIFA - September 04, 2019
Limited & Extended Care Planning Center Track at Performance + Purpose
Don't miss these two breakout sessions sponsored by NAIFA's Limited and Extended Care Planning Center. Thursday's session "Innovation in the Extended and Long Term Care Marketplace" starts at 2:45 pm and features experts from the following sponsoring companies: LegacyShield, Nationwide, Retirement Funding Solutions, a Mutual of Omaha Company, and OneAmerica.
By NAIFA - September 04, 2019
Using Home Equity and Reverse Mortgages as a Retirement Longevity Tool
NAIFA Performance + Purpose starts in one week! If you're planning on attending the conference and want to hear about cutting edge research that has been done on housing wealth, you don't want to miss "Using Home Equity and Reverse Mortgages as a Retirement Longevity Tool" on Friday, September 13 at 1:00 pm. This workshop is hosted by Harlan Accola who serves as the National Reverse Mortgage Director at Fairway Independent Mortgage Corporation.
By NAIFA - August 13, 2019
It's a Family Affair
NAIFA members Randy Kilgore and daughter Kate Kilgore Cihon join Ike Trotter and Adam Solano for the Succession Planning workshop on Friday, September 13 at NAIFA Performance + Purpose. Randy and Kate will talk about succession planning when it involves a family business.
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
Fast and Furious Sales Ideas with the Living Legends Panel, on Power Session LIVE.. LIVE!
Get sales ideas from five of our industry's living legends in ONE session! This fast-paced session will feature these successful producers firing off their hottest sales ideas one after another. This will be presented LIVE from Performance + Purpose as well as online for the Power Session LIVE webinar audience nationwide. This is a must-see session hosted by Jim Silbernagel featuring Van Mueller, John Wheeler, Marv Feldman, and Scotty Brennan.
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 08, 2019
Acquiring a Practice is an Adoption, Not an Acquisition
Adam Solano joins Ike Trotter, Randy Kilgore and Kate Kilgore Cihon for the Succession Planning breakout session at NAIFA's upcoming Performance + Purpose Conference. Adam is an MDRT TOP advisor that has successfully incorporated 4 practices from retiring colleagues over the last 12 years. He will share his experience on what its like to be the person who receives the practice as opposed to the person who sells it.
By NAIFA - June 12, 2019
Call for Volunteers
We encourage conference attendees to sign up to be a volunteer at this year's event. NAIFA Conference volunteers are an important part of making this year's P+P Conference a success! There are a ton of volunteer opportunities available during P+P. To see the options and sign up, click here.