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By NAIFA - July 29, 2019

Don't Miss This Year's Young Advisor Team (YAT) Panel

This year's NAIFA Performance + Purpose Conference offers educational workshops for every stage in your career. Thursday's YAT panel will not disappoint! NAIFA members Kathleen Owings, Corey Anderson, Taylor Sledge lead this workshop. They will each talk about the challenges they faced during their road to success and the lessons learned along the way.

By Brooke Farbstein - July 24, 2019

P+P Volunteer Spotlight: Hollie Gandy

In anticipation for NAIFA’s Performance + Purpose 2019 conference, we are highlighting our incredible volunteers who will play an instrumental role in making our conference a success. Our second spotlight is President of NAIFA-Texas, Hollie Gandy.

By NAIFA - July 22, 2019

Myths about Variable Annuities

NAIFA P+P workshop presenter John Huggard is a sought after expert witness in securities cases and a nationally recognized speaker on the topic of variable annuities. In John's breakout session on Thursday, Sept. 12 at 1:00 pm, he will expose the myths surrounding variable annuities. Financial advisors who sell variable annuities are often faced with several myths about this product. These myths, if not corrected, result in lost sales. Additionally, uncorrected myths convey false information to clients which in turn can lead to potential litigation. 

By NAIFA - July 22, 2019

NAIFA Members John Wheeler & Mark Acre Lead the Generational Panel at NAIFA Performance + Purpose

46 year NAIFA member John Wheeler and 20 year member Mark Acre lead the Generational Panel during this year's NAIFA conference. As Executive Vice President of Water Tower Financial Partners, LLC, John Wheeler is a registered principal and financial advisor with MML Investors Services, LLC. (MMLIS). With an extensive background in the financial services industry dating back to 1969, John does extensive seminars, advanced joint sales work, recruiting and the development of the agency’s financial planning endeavor. Mark Acre is President of the Ozark, Mo.-based OneSource Insurance Group, a company he launched in 2007. Mark started his own agency in 2007 where he serves clients in all lines of insurance. 

By NAIFA - July 17, 2019

Early Bird Registration Extended Through August 1!

If you haven't registered for the NAIFA P+P Conference yet, there is still time! We've extended the early bird registration rate through August 1.

Register Today!

By NAIFA - July 15, 2019

Learn How to Lead from the Rooftop

Speaker, trainer, author, and former Green Beret in the United States Army, Scott Mann is doing double duty at this year's NAIFA Performance + Purpose Conference. He will deliver the keynote address during the General Session on Thursday, September 12 and will also serve as the presenter during the LILI 7 Workshop that starts at 4:30 pm later that day. Scott teaches corporate leaders and their teams the relationship-building techniques that drive so many of his successful combat operations.

By NAIFA - July 15, 2019

Lend a Hand During This Year's Community Service Project

NAIFA is pleased to partner with Hands on Orlando for this year's community service project at Performance + Purpose. Hands on Orlando is a non-profit charity that designs, manages, leads, and emcees community volunteer and corporate team building projects. P+P is your chance to meet the people and learn the things that will help you perform better in your career. But, remember it is Performance PLUS Purpose. The "plus" is the something extra that reminds you helping others is as important as helping yourself.

By NAIFA - July 08, 2019

The Greatest Time Ever to Sell Cash Value Life Insurance

If you want to increase your appointments, sales, and ultimately make more money, come to Van Mueller's workshop at NAIFA Performance + Purpose! Van will share new sales presentations and ideas that will increase your sales and your referrals. This workshop will be especially beneficial to multi-line agents. Van will show you how to increase your life and annuity sales by just asking a few questions and you will do this without hurting your book of business.

By NAIFA - July 08, 2019

Attracting Women to the Financial Industry and the Value of Work-Life Balance

Jennifer Bacarella, Executive Manager for Sigma Financial Corporation, Parkland Securities, LLC and Sigma Planning Corporation, has spend 25 years in her back office trying to create gender equality. She's now setting her sights on accomplishing this within the industry in hopes of attracting more female financial advisors.

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