Members Only: Building Relationships in a New Congress
November 11, 2020 2 pm eastern With the 117th Congress quickly approaching, the freshman classes of the House and Senate are preparing to take their place in Washington, DC. Join…
10 events found.
Events
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ZOOM
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NAIFA Live – November 2020
NAIFA LiveDelvin 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…
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Member Benefits Program Month #11: Volunteer Opportunity Tour
ZOOMMember 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…
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David McKnight Virtual Event – Tax Free Income For Life
ZOOMby David McKnight Presented by NAIFA-Tampa Bay and open to all NAIFA Members Many of us have been long time…
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Leveraging Technology to Identify Policyowners Who Truly Benefit from Life Settlement
ZOOMNovember 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.…
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Membership Phone-A-Thon
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.…
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Home Equity & Reverse Mortgage Loans in Financial Planning
ZOOMMyths 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…
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The Belong Event
ZOOMNovember 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…
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Citizens Webinar
ZOOMCitizens Update COVID Rules & Update Updated Citizens Training Page & Platform Intro to Citizens Essentials Virtual Series Managed Repair & Inside Water Limits (DP-3/HO-3)…
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The Proof is in the Proposal: Illustrating Home Equity as a Retirement Tool with EquityTrax (by MoneyTrax)
ZOOMNovember 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…