• Exploring Money Mountaineering

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    Harlan Accola, CRMP Fairway Independent Mortgage Company National Reverse Mortgage Director Peter Neuwirth Actuarial Consultant/Author November 12th 2 PM Eastern Harlan Accola, CRMP, CSA will be joined by Peter Neuwirth, FSA as they discuss the principles of Holistic Financial Wellness. People need a framework to make good financial decisions about their future, as well as support to psychologically…

  • Home Equity and Roth Conversions

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    Harlan Accola, CRMP, CSA Fairway National Reverse Mortgage Director Jim Silbernagel, CFP, CEPS, LACP, LUTCF Real Wealth Founder and Creator February 11th 3:00 PM Eastern Learn from a cutting-edge financial advisor and educator Jim Silbernagel as he is interviewed by Harlan Accola to tell about real-life client cases that reduced taxes and changed lives for…

  • How to Grow Your Life Insurance Business by Adopting eCommerce Practices

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    John Boothman Strategic Distribution & Partnerships at iLife Technologies Thursday, October 5 12 pm eastern Join this Digital Marketing and eCommerce webinar to explore the opportunities available to grow your Life Insurance business in the rapidly growing online marketing space. Consumers buy an ever-increasing amount of products online - where does Life Insurance fit in?…

  • Data Diving: Understanding and Maximizing Your Most Important Asset

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    Gary Weber Founder & CEO at AccuPoint Solutions Thursday, October 13 12 pm eastern Join NAIFA Business Performance Center partner AccuPoint Solutions for a data-driven demonstration. This webinar will discuss how to best understand the complexity of the data you may have – or may want to purchase – for your sales, marketing, recruiting, and…

  • How to Grow Your Life Insurance Business by Adopting eCommerce Practices

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    John Boothman Strategic Distribution & Partnerships at iLife Technologies Thursday, October 26 12 pm eastern Join this Digital Marketing and eCommerce webinar to explore the opportunities available to grow your Life Insurance business in the rapidly growing online marketing space. Consumers buy an ever-increasing amount of products online - where does Life Insurance fit in?…

  • Making Your Data Work for You: Maximizing Your ROI

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    Gary Weber AccuPoint Solutions Wednesday, April 26 12 pm eastern Whether you're a small firm or large, the same best practices hold true for maximizing your ROI when using data to brand, market, recruit, analyze, or update your CRM. Hear Gary Weber, Founder and CEO of Business Performance Center partner AccuPoint Solutions, discuss his experiences from over…

  • Drive Business Growth by Embracing the Digital Age

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    John Boothman iLife Technologies Tuesday, May 9 12 pm eastern At this webinar, Business Performance Center partner iLife Technologies will help make sure your business does not get left behind in the digital age. John Boothman will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and…

  • Scaling Advice: How to Make the Financial Planning Process More Efficient

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      Alison Susko VP of Community, Asset-Map Mike Hemmert Chief Sales Officer, Asset-Map Thursday, May 18 12 pm eastern NAIFA and Asset-Map have teamed up to show how they're enabling financial professionals like you to lead with advice. See how in 15 minutes or less, you can put the most critical information about your clients'…

  • Protecting Your Practice: Current E&O Trends and Loss Prevention Tips

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    Ross Jordan, CPCU Account Executive, CalSurance Thursday, June 1 2 pm eastern Join Ross Jordan of NAIFA partner CalSurance Associates for the next Business Performance Center webinar as he discusses the current Errors & Omissions (E&O) environment for financial professionals. At this webinar, he will review recent claim trends, share what you should be doing to protect your business,…

  • How to Book 15 Meetings a Month with Ideal Prospects on LinkedIn

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    Bruno Nicoletti Founder & CEO, Hummingbird Wednesday, June 14 12 pm eastern LinkedIn is a great place to prospect for potential clients, but it can be hard to come up with an effective strategy and process to get those potential prospects to book a call. During this webinar, Hummingbird's CEO Bruno Nicoletti, will reveal his…