<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">

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 - 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 - 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.

Subscribe Here!