Name: The Proof is in the Proposal: Illustrating Home Equity as a Retirement Tool with EquityTrax (by MoneyTrax)
Start: 2020-11-18T13:00:00-05:00
End: 2020-11-18T14:00:00-05:00
Location: ZOOM

November 2020
Long Term Care Virtual Conference

November 10, 2020 - November 12, 2020

ZOOM

The webinar is brought to you by: 12-3 pm eastern Save the date for the Limited & Extended Care Planning Solutions Conference! Join us three hours a day over the…
NAIFA Live – November 2020

November 12, 2020 @ 2:00 pm - 4:00 pm

NAIFA Live

Delvin Joyce, CLU, ChFC, RICP Members Only: NAIFA Live-Sticktoitiveness Former NFL player turned financial planner, Delvin Joyce will share seven lessons that he learned through athletics that helped him to…
Member Benefits Program Month #11: Volunteer Opportunity Tour

November 13, 2020 @ 1:00 pm - 2:00 pm

ZOOM

Member Benefits Program Month #11: Volunteer Opportunity Tour Register Tell a Friend Members say that taking on a leadership role at NAIFA helps set them apart from other advisors, but…
David McKnight Virtual Event – Tax Free Income For Life

November 16, 2020 @ 12:00 pm - 1:00 pm

ZOOM

by David McKnight Presented by NAIFA-Tampa Bay and open to all NAIFA Members Many of us have been long time…
Leveraging Technology to Identify Policyowners Who Truly Benefit from Life Settlement

November 16, 2020 @ 12:00 pm - 1:00 pm

ZOOM

November 16th, 2020 12:00 PM EST One of the biggest takeaways from this year’s new regulatory measures regarding client service is that your approach needs to be proactive and comprehensive.…
Membership Phone-A-Thon

November 17, 2020 @ 9:00 am - 10:30 am

CALLING ALL VOLUNTEERS! Membership Phone-A-Thons will be held on: Tuesday, November 17 – from 9:00 a.m. to 10:30 a.m. (ET) Wednesday, January 27 – from 9:00 a.m. to 10:30 a.m.…
Home Equity & Reverse Mortgage Loans in Financial Planning

November 17, 2020 @ 11:00 am - 12:00 pm

ZOOM

Myths and Misconceptions of the reverse mortgage product (better known as the HECM) What the HECM is a HECM? The Process of Loan Officers and Financial Professionals working together to…
The Belong Event

November 17, 2020 @ 7:30 pm - 8:30 pm

ZOOM

November 17 The webinar is brought to you by: The Belong Event 7:30 pm eastern Join your fellow members for camaraderie and celebration of all things NAIFA that will continue…
Citizens Webinar

November 18, 2020 @ 11:00 am - 1:00 pm

ZOOM

Citizens Update COVID Rules & Update Updated Citizens Training Page & Platform Intro to Citizens Essentials Virtual Series Managed Repair & Inside Water Limits (DP-3/HO-3)…
The Proof is in the Proposal: Illustrating Home Equity as a Retirement Tool with EquityTrax (by MoneyTrax)

November 18, 2020 @ 1:00 pm - 2:00 pm

ZOOM

November 18th, 2020 1:00 PM EST Fairway Independent Mortgage Corp has teamed up with MoneyTrax and the Circle of Wealth to bring you EquityTrax, the newest industry tool for visualizing…

November 2020