• Webinar- Adaptive-Based Retirement Income Planning

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    This Webinar is brought to you by Tuesday, December 12, 2023 12 PM EASTERN Join us for an enlightening webinar featuring renowned retirement income expert and IncomeLab board member, Jamie Hopkins, as he delves into the cutting-edge concept of adaptive-based retirement income planning. In an era of evolving financial landscapes, technological enhancements, and uncertain market…

  • Webinar: Reverse Mortgage Loans as a Financial Planning Tool

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    January 17, 2024 12:00 PM EST Join us for a webinar featuring George Bain discussing challenges retirees face, how they may benefit from a reverse mortgage, and incorporating home equity into a retirement income strategy. Members can earn CE credits from participation. NAIFA members, log into the Member Portal and check the Event Calendar for…

  • FSP Institute 2024

    This Event is brought to you by A 3 day event taking place in Jacksonville, FL at the Marriott Jacksonville Downtown. This is more than an educational event—it’s an opportunity to experience the impact of one-of-a-kind gathering of subject matter experts and practitioners wanting to elevate their client service to new heights.

  • WEBINAR – Long-Term Care Planning – The Future is Now

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    Wednesday, February 7, 2024 12 PM EASTERN As the U.S. faces an aging population, many states are considering state-mandated long-term care (LTC) plans, with Washington being the first to implement one. The discussion will cover the current state of LTC insurance, exploring costs, insurance options, and states' planning processes. Attendees will learn about Washington's LTC…

  • Webinar – The Newest Trends in Life Settlements

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    Thursday, February 15, 2024 12 PM Eastern Life Settlements are back! The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us for this important webinar where the experts from Coventry will show you the newest trends in life settlements and how they can…