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

By Tara Laptew - 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 Tara Laptew - 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.

By Tara Laptew - 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 Tara Laptew - 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 Tara Laptew - 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 Tara Laptew - 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 Tara Laptew - 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.

By Tara Laptew - 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!