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
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 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 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 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 - 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 - 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
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 - 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
Sponsor Spotlight: Finance of America Reverse LLC
NAIFA thanks all of our wonderful conference sponsors and exhibitors! This week we're highlighting sponsor and exhibitor Finance of American Reverse LLC (FAR). FAR is one of the top reverse mortgage lenders in the United States and a respected leader in our industry.
By NAIFA - July 29, 2019
Sponsor Spotlight: Finance of America Reverse LLC
NAIFA thanks all of our wonderful conference sponsors and exhibitors! This week we're highlighting sponsor and exhibitor Finance of American Reverse LLC (FAR). FAR is one of the top reverse mortgage lenders in the United States and a respected leader in our industry.