• Members Only: NAIFA Live: Transferable Sales Ideas from the Best in the Industry

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    Hunter Gimbel, Doug Grady, & Caleb Guilliams Thursday, January 19 2 pm eastern Join Hunter Gimbel, Doug Grady, and Caleb Guilliams as they introduce you to concepts that you will not hear in your current environment, perspectives that will open the door to unimaginable success. Moderated by Howard Sharfman, Senior Managing Director at NFP Insurance…

  • Members Only: Secure 2.0 Has Passed: What the Law Means for You & Your Clients

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    Erin Wood, CFP®, CRPC, FBS Carson Group Senior Vice President, Financial Planning Dani Kehoe DBK Consulting Principal Jayne Fitzgerald NAIFA Director, Government Relations January 26, 2023 11 am eastern Passage of the Registered Index-Linked Annuities (RILA) Act and the SECURE Act 2.0 as part of the 2023 Omnibus Appropriations bill greatly benefits consumers as well as the insurance financial professionals who…

  • Members Only: NAIFA Live – Your Team Is Your Business

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    Kari Gillenwater Founder & CEO Gillenwater Consulting Group Thursday, February 16 2 pm eastern However, assessing, hiring, and retaining the right people for your team isn't always the easiest thing to accomplish. Kari Gillenwater will share proven strategies that high-performing teams use to collaborate more effectively, find and retain the right-fit talent, and get more done…

  • Members Only: NAIFA-Live- Success in Abundance: Lessons from Today’s Industry Phenoms

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    Eryka Morehead Collaborative Planning Group, Inc. Robert Fenby Penn Mutual Warren McGuire NFP Howard Sharfman Thursday, April 20 2 pm eastern At the next NAIFA Live, hear from some of the best young industry talents and get a peek into their unique business concepts. You will be inspired by their stories and learn to implement…

  • MEMBERS ONLY: NAIFA Live: Financial Security Advocate Academy

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    Andrew Holt Government Relations & Grassroots Manager, NAIFA Thursday, June 15 2 PM EASTERN June's NAIFA Live is exclusive to NAIFA members to give them the opportunity to learn more about the Financial Security Advocate badge together and go through the training as a group instead of taking the course programs on their own. It…

  • MEMBERS ONLY – NAIFA Live: College Funding and Retirement

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    NAIFA Live: College Funding and Retirement Brock Jolly Managing Partner, Veritas Financial August 17, 2023 2 PM Eastern August's NAIFA Live is exclusive to NAIFA members to give them an opportunity to hear from NAIFA Treasurer Brock Jolly the Founder of The College Funding Coach. Brock will discuss how paying for college can have a…

  • NAIFA NQA Award Applications — Deadline is Aug. 31

              NAIFA NQA Award Applications -- Deadline is Aug. 31   Application Deadline: August 31, 2023 Don’t miss this opportunity to apply for the 2023 NAIFA Quality Award. Originally established in 1945, the NQA stands as the hallmark of an agent or advisor that provides exceptional client service. Applicants can submit…

  • Sen. Rick Scott to Meet with All Members

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    U.S. Senator Rick Scott has agreed to meet with all NAIFA-Florida members on Zoom at 11:40 a.m. on Wednesday, Sept. 6. All members are invited to attend (see Zoom link below). The event will be moderated by NAIFA-Florida Grassroots Chair Glenn Ritchie and is being held in conjunction with a month-long NAIFA initiative to have…

  • MEMBERS ONLY – NAIFA Live: Practice Growth and Success

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    Joey Davenport President and Co-Founder of Hoopis Performance Network September 21, 2023 2:00 PM EST September's NAIFA Live is exclusive to NAIFA members to give them an opportunity to hear from Joey Davenport about practicing professional and personal growth and how to achieve unimaginable success. Joey will be focusing on empowering financial professionals to become…