Join digital transformation and internet marketing pioneer Panos Leledakis and uncover how simple and powerful AI tools can be when someone shows you exactly how to use them.
End 2024 strong with industry legend Van Mueller as he shares six steps that will help you achieve success for the rest of your career.
In this presentation, we'll explore how life insurance policies can be a powerful tool in creating tax-free cash flow for clients during retirement. We'll dive into advanced strategies like utilizing life insurance loans. By using assets as collateral, clients can access funds without selling investments or disrupting long-term growth plans.
Learn how to leverage the power of planning and follow-through. Walter uses thrilling anecdotes and personal experience to guide attendees through the steps all peak performers must master: vision, venture, and well-planned execution.
Discover how to strive for greatness, excellence, and perfection in every performance, and give them the essential principles that will make the journey more fulfilling!
As a fellow special needs parent, Kacy Seitz, Wealth Management Advisor knows the importance of crafting a whole story plan that considers the complexity of each family's unique situation. In 2013, she created her wealth management practice, Whole Story Planning, devoted to helping Special Needs families across the country. In this short workshop, Kacy will provide learning on how to better understand the planning any child or adult child with a disability (or long-term dependency) during each stage of life.
Artificial Intelligence, its potential impact has been compared to that of the printing press and electricity.
What impact with AI truly have on your business and your future? Join us for a fascinating and highly entertaining discussion as NAIFA Trustee, Brian Haney interviews Ken Leibow, Founder and Chief Executive Officer at InsurTech Express. Ken brings more than 36 years of insurance industry experience to the discussion, with an extensive background in insurance technology for distribution and back-office systems.
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- all of them are constantly created and influenced by your thinking. Unfortunately, your brain didn’t come with an owner’s manual … until now.
In Train Your Brain For Success, you will learn to harness the incredible creative capacity of your mind and achieve your personal best – professionally, financially, and personally.
Using the case study format, James S. Aussem, JD, AEP will lead the discussion of exit planning for three different types of financial practices, these include a Financial Planning practice, a Financial Planning and Insurance practice, and a practice specializing in Life Insurance, Long Term Care Insurance, and Disability Income. The goal will be to provide exit planning guidance and solutions through a discussion that will include current issues, key issues universal to a transaction, trigger events, and structure of a transaction.
NAIFA Secretary and former NBA basketball player Christopher Gandy, NAIFA Trustee and marathon runner Carina Hatfield, Former MLB pitcher Jacob Turner, and West Point Graduate and U.S. Army Veteran Kathleen Owings join forces for NAIFA’s Competitive Edge, an interactive NAIFA Live panel discussion.
Loyal NAIFA member since 1982 and President & CEO of MassMutual Greater Houston, J.K. McAndrews, CLU, along with NAIFA-Houston President and Chief Growth Officer of MassMutual Greater Houston, Lena Allouche, will present during a special NAIFA Live this month.
Our expert panel will help you with your business' year-end planning as 2023 winds down. Close out the year and start off 2024 with all the tools you need to succeed.
During this session, you'll receive language, tools, and techniques to apply to your sales process to differentiate practice in the market. We begin with insights into today’s consumer mindset that creates procrastination: lack of trust, fear, and confusion. You’ll learn field-tested practices to enhance your process for business development, collaborative discovery, applying behavioral economics techniques, and increasing the efficiency of your practice.
Tom Henske, Founder of The Affluent Insurance Advisor and author of "It Makes Total Cents" shares tips on Financial Literacy and other great sales tips to better serve your clients.
Howard Sharfman, Senior Managing Director at NFP Solutions and one of Forbes’ 2021 Top Financial Security Professionals, as he moderates a panel, sponsored by Penn Mutual, featuring top industry talent imparting their stories, advice, and strategies to help you bolster your business.
On Thursday, April 20, NAIFA Live welcomed Eryka Morehead, Robert Fenby, and Warren McGuire for "Success in Abundance: Lessons from Today's Industry Phenoms." Sponsored by Penn Mutual and moderated by Howard Sharfman, this high-performing panel shared their stories of success and unique business concepts for advisors to adopt into their professional careers.
On Thursday, March 16, 2023, Deirdre Van Nest, Founder of Crazy Good Talks, NAIFA Coaches Circle founding member, and loyal NAIFA member since 2022, led NAIFA Live with the session “Get to the Yes! – How to Increase Trust, Connection, and Likeability in 3 Minutes or Less.” At this month's NAIFA Live, Deirdre showed advisors how to create and use their Personal Brand Why Story to connect with ideal clients, as well as accelerate trust and buy-in for new ones.
On Thursday, February 16, 2023, Kari Gillenwater, Founder and CEO of Gillenwater Consulting Group, led NAIFA Live with the session “Your Team is Your Business – How to Assess, Hire, and Retain the Talent YOU Need.”During this presentation, Kari shared proven strategies that high-performing teams use to collaborate more effectively, find and retain the right-fit talent, and get more done in less time.
These unusual paths have led our January NAIFA Live presenters to life-changing results and wealth accumulation. Their success began with ideas that followed no set template, ideas formed in curiosity, insight, and possibility.
Join Hunter Gimbel, Doug Grady, and Caleb Guilliams as they introduce you to concepts that you will not hear in your current environment and perspectives that will open the door to unimaginable success. Hosted by Howard Sharfman, Senior Managing Director at NFP Insurance Solutions, NAIFA brings you the top young talent as they share transferable sales ideas that you can implement immediately.
