• Members Only: NAIFA Live – How to Double Your Practice in 24 Months

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    Members Only: How to Double Your Practice in 24 Months February 10, 2021 2 pm eastern Chris Gandy Founder Midwest Legacy Group   How to Double Your Practice in 24 Months OneAmerica top producer, Chris Gandy will share lessons that he learned while navigating his financial services career path. This session will provide great tools…

  • Members Only: NAIFA Live – CPA Partnering Perspectives

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                CPA Partnering Perspectives Wednesday, March 10th | 2 pm eastern Join us for our monthly membership meeting where we'll hear from Phil Raymond, MBA, CLU, ChFC, CLF, CFEd, Founder of MarketAccessAdvisor, about the hows, what, and why of successful value based, marketing driven partnership business models.

  • Members Only: NAIFA Live: Outperfrom the Norm. Daily Execution. Extraordinary Results.

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    NAIFA Live: Outperfrom the Norm. Daily Execution. Extraordinary Results. Scott Welle Outperform the Norm #1 Best Selling Author and Founder April 14, 2021 2 pm eastern Today's competition is brutal and numbers drive everything. The pressure to perform can be suffocating. What are you doing to stay ahead and keep from burning out? Join Scott…

  • Members Only: NAIFA Live – How to Build a Location Independent Practice that Attracts Dream Clients Like Clockwork with More Free Time

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    NAIFA Live How to Build a Location Independent Practice that Attracts Dream Clients Like Clockwork with More Free Time Wednesday, May 12th | 2 pm eastern Being able to market effectively online is a simple but different process that hinges on credibility, shifts, and simple structure that Terrance will cover in this presentation, giving advisors…

  • NAIFA Live: Leveraging FinTech

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      NAIFA Live: Leveraging FinTech Jeremy Hallett Quotacy, Inc., Founder & CEO CEO, Hallett Financial Group Wednesday, June 9th 2 pm eastern During the presentation you will learn definitions of key common terms and concepts and how they apply to the insurance industry. You will be introduced to new ideas, carriers and products teasing into…

  • Members Only: NAIFA LIVE: NAIFA Board of Trustees Panel

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      Tom Michel President, NAIFA Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP Treasurer, NAIFA Connie Golleher, CLTC, LACP Board Member, NAIFA Evelyn Gellar, LUTCF, RICP, CDFA, CLTC Board Member, NAIFA Wednesday, July 14th 2 pm eastern During the presentation you will learn how our panelists created and grew their practices while discovering their…

  • NAIFA Live: Overcome It

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    Austin Hatch Motivational Speaker Thursday, September 9th | 2 pm eastern Austin Hatch has survived two plane crashes, both of which claimed family members including his parents. Austin had to search to find the answer as to how he could thrive despite the adversity he faced. He went on to play basketball at The University of…

  • Members Only: NAIFA Live

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                Calling all NAIFA members! Each month we gather together and hear from a great speaker in our industry as one nation, one NAIFA. Check out our NAIFA Live page and mark your calendars for the next meeting.

  • Members Only: NAIFA Live

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                Calling all NAIFA members! Each month we gather together and hear from a great speaker in our industry as one nation, one NAIFA. Check out our NAIFA Live page and mark your calendars for the next meeting.

  • Holiday Cards & Communications with Grieving Clients

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    Amy Florian Coregenius, Inc. CEO Wednesday, November 10th 2 pm eastern Financial professionals often send the same holiday card to all their clients, wishing them Happy Holidays. But what about those clients for whom the holidays are not so bright? What if they’ve had a death in the family in the past year, or someone…