• NAIFA Membership Vote

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    NAIFA Membership Vote October 12th 12:00 pm eastern Are you ready to be a part of history? NAIFA agent & advisor members in good standing, have the right to exercise their vote to approve the recommendation of the Board of Trustees that NAIFA and the Society of Financial Service Professionals merge together to operate as…

  • Members Only: NAIFA Live-Looking Forward to 2024: A CEO Perspective

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    David O'Malley President & CEO | Penn Mutual Howard Sharfman Senior Managing Director | NFP Solutions October 19, 2023 2 pm eastern This month's NAIFA Live features a discussion between David O'Malley, Penn Mutual's President and CEO, and Howard Sharfman, Senior Managing Director at NFP Solutions, on the 2024 industry outlook. O'Malley, ascending to CEO…

  • NAIFA-Broward- NAIFA Live Watch Party

    1847 Financial 1 North Federal Highway, Suite 201, Boca Raton, FL

    . Join us on October 19, 2023, at 2 PM Eastern for an exclusive NAIFA Live event featuring David O'Malley, President and CEO of Penn Mutual, and Howard Sharfman, Senior Managing Director at NFP Solutions. In this session, moderated by Howard, David will share his CEO perspective on the industry outlook for 2024.   About…

  • Members Only: Financial Security Advocate Academy

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    Financial Security Advocate Academy Diane Boyle SVP, Government Relations | NAIFA Andrew Holt Grassroots Advocacy Manager, Government Relations | NAIFA THURSDAY, NOVEMBER 9, 2023 3-5 PM EASTERN One of the benefits of membership is free training to allow you to expand your circles of influence through participation in state and federal advocacy. Our Financial Security…

  • Call for Entries Deadline: 2023 NAIFA-Florida “Top 4 Advisors Under 40” Award

      Call for Entries: 2023 NAIFA-Florida "Top 4 Advisors Under 40" Award Application deadline: Friday, Nov. 10, 2023 As the premier professional association in Florida for insurance and financial advisors, NAIFA-Florida each year is proud to recognize the success of young advisors in our industry. This award recognizes excellence and achievement in the Insurance and Financial…

  • Members Only – NAIFA Live – Hit the Ground Running in 2024

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      J.K. McAndrews, CLU President & CEO | MassMutual Greater Houston Lena Allouche Chief Growth Officer | MassMutual Greater Houston November 16, 2023 2 PM EASTERN Loyal NAIFA member since 1982 and President & CEO of MassMutual Greater Houston, J.K. McAndrews, CLU, along with NAIFA-Houston President and Chief Growth Officer of MassMutual Greater Houston, Lena Allouche, will present during…

  • IFAPAC Contributors ONLY – Invitation to Nathan Gonzales Live Stream Event

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    Special Event Invitation: IFAPAC Contributors ONLY Livestream of Nathan Gonzales at National Leadership Conference for IFAPAC Contributors   Monday, December 4th at approximately 12:15 pm eastern Our IFAPAC contributors will have the ability to join a special live-streamed event and watch Nathan Gonzales of Inside Elections give his election predictions and discuss the political landscape…

  • 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…

  • NAIFA Live: Increasing Your Brain’s Performance for Greater Selling Success While Managing the Stress of Change

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    Jerry Teplitz, JD, Ph.D. Thursday, January 18, 2024 12:00 pm eastern Join Amazon's bestselling author of Switched-On Selling and Switched-On Networking, Dr. Jerry Teplitz. Stress is not only impacting your sales and business performance, it is affecting every aspect of your brain's performance. There is a solution, and it is found in the secrets of neurolinguistics. Through this entertaining…

  • Members Only: Members’ Debrief: DOL Ruling

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    Friday, January 19, 2024 12 pm eastern The U.S. Department of Labor has released its final independent contractor rule aimed at defining whether an individual is an employee or an independent contractor under the Fair Labor Standards Act. The rule could threaten the classification of many financial advisors from coast to coast and cause a…