By NAIFA - August 28, 2019
Professional Development Offerings at NAIFA P+P
Deciding what sessions to attend while you're at Performance + Purpose? We can help! We've organized the breakout sessions by professional development track based on the topic(s) being covered. The 5 tracks are: Business Performance, Products and Services, Talent Development Center, Limited & Extended Care Planning Center, and Advanced Practice Center. To see the schedule of sessions categorized by professional development track, visit https://conference.naifa.org/tracks.
By NAIFA - August 28, 2019
Professional Development Offerings at NAIFA P+P
Deciding what sessions to attend while you're at Performance + Purpose? We can help! We've organized the breakout sessions by professional development track based on the topic(s) being covered. The 5 tracks are: Business Performance, Products and Services, Talent Development Center, Limited & Extended Care Planning Center, and Advanced Practice Center. To see the schedule of sessions categorized by professional development track, visit https://conference.naifa.org/tracks.
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
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 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 - June 12, 2019
How to Build a Thriving Disability Practice
Don't miss Jamie Fleischner's Big Ideas workshop at this year's NAIFA Performance + Purpose Conference. Jamie will talk about creating a focus market and identifying good prospects. She will cover how to establish good sales habits, how to build systems to track new business, how to navigate disability insurance underwriting, how to maintain your book of business and, how to create sales from existing clients.
By NAIFA - June 12, 2019
How to Build a Thriving Disability Practice
Don't miss Jamie Fleischner's Big Ideas workshop at this year's NAIFA Performance + Purpose Conference. Jamie will talk about creating a focus market and identifying good prospects. She will cover how to establish good sales habits, how to build systems to track new business, how to navigate disability insurance underwriting, how to maintain your book of business and, how to create sales from existing clients.