• Members Only – NAIFA Live: Train Your Brain for Success

    ZOOM

      NAIFA Live June 20, 2024 July 18, 2024 August 15, 2024 September 19, 2024 October 17, 2024 November 21, 2024 12:00 pm ET Your brain is the single biggest driver of your energy, your focus, and the results you get in every area of life. Your career, your finances, your physical health, your relationships-…

  • Social Security: Will It Still Be There?

    ZOOM

      WEDNESDAY, JUNE 26, 2024 12 PM EASTERN The majority of Americans get the bulk of their retirement income from Social Security, and the release of the Trust Fund Annual Report has become a spring ritual. The new report, issued in May, had a few minor—but no major—surprises. Just like every other year, there has…

  • Q3 State of NAIFA

    ZOOM

      Q3 State of NAIFA Thursday, June 27, 2024 12 pm eastern Join us for the Q3 "State of NAIFA" 2024 webinar featuring:   Tom Cothron, NAIFA President Kevin Mayeux, NAIFA CEO Diane Boyle, NAIFA SVP of Government Relations NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work…

  • Members Only – Coaches Circle with Dan Finley: Mastering Personality-Based Selling

    ZOOM

    Thursday, June 27, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. Login to the members portal to register for this Member’s Only…

  • June Book Club

    ZOOM

    Friday, June 28, 2024 12 pm eastern  Each month, members will discuss and review a featured book to help you grow personally and professionally. Building a StoryBrand: Clarify Your Message So Customers Will Listen By: Donald Miller NAIFA Facilitator: John D. Richardson New York Times best-selling author Donald Miller uses the seven universal elements of powerful…

  • Palm Beaches Affiliate Call

    ZOOM

    We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community’s calendar and ensuring it reflects the interests and preferences of all members. To facilitate this discussion, NAIFA-Florida Leadership is hosting a series of Zoom…

  • Miami Dade Affiliate Call

    ZOOM

    We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community’s calendar and ensuring it reflects the interests and preferences of all members. To facilitate this discussion, NAIFA-Florida Leadership is hosting a series of Zoom…

  • Ambiguities in Per Capita Distributions: Navigating Complexities in Estate Planning & Life Insurance

    ZOOM

    THURSDAY, JULY 11, 2024 12:00 PM EASTERN Per stirpes and per capita options are commonly used by clients planning multigenerational assets transfers, including both probate and nonprobate assets. This article delves into the distinctions between per capita distributions in estate planning versus life insurance, underscoring the lack of a standard definition. During this program, the…

  • Members Only – Coaches Circle with Dan Finley: Attracting Referrals

    ZOOM

    Thursday, July 11, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. Login to the members portal to register for this Member’s Only…

  • Northwest Florida Affiliate Call

    ZOOM

    We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community’s calendar and ensuring it reflects the interests and preferences of all members. To facilitate this discussion, NAIFA-Florida Leadership is hosting a series of Zoom…