Can video really be a magnet to bring more prospects to your business? Laura Garfield, co-founder of Idea Decanter, introduces you to top #Finfluencers who use video to engage their audiences and win new clients. These advisors are getting real ROI from video – from 100k+ views on videos to dozens of new “right fit” clients a year. Dive into real-world examples of success and learn the #Finfluencer secrets to engage your audience. With insights from advisors who are succeeding with video, this session is packed with practical strategies, social media platform insights, and the inspiration you need to record more high-ROI videos today!
September is Life Insurance Awareness Month! Join NAIFA Board Member Barb Pietrangelo as she provides you with new information, insights, and resources to empower you to have the life insurance discussion with your clients. This webinar offers a moving look at why life insurance matters, how it can provide stability during life’s most difficult moments, and the real-life impact it has on families.
Mr. John Schwartz, the Founder and President of the Center For Combating Elder Financial Abuse, will give a presentation on how to detect and stop financial predators from stealing seniors' life savings. The Center for Combating Financial Elder Abuse takes a unique approach in detecting and combating elder financial abuse - we look at the crime through the eyes of the financial predators. Mr. Schwartz will explain how financial predators deliberately target, groom, and take control of seniors' life savings. He will also share strategies that seniors can use immediately to protect themselves and their savings.
Leaders have a vision that inspires confidence in themselves and others. Join NAIFA leaders Jesse Dogillo, Kathleen Owings, and John D. Richardson as they share the vision that drove them to the top of the industry and now fuels their own flywheels of success. Be inspired as our peer panel discusses how they move beyond meeting their business goals to living a life of purpose, meaning, and service.
Financial advisors, insurance agents, and brokers absolutely need a “fight plan” to grow their business. Especially now! In this program, attendees will learn how to demonstrate a Networking Mindset, practice battle-tested networking approaches, generate more referrals, better leverage events and mixers, and create and implement a Daily Fight Plan around their business goals.
AI is changing the business landscape by the day and NAIFA is here to keep you current. Join Jon Seif as he shows how forward-thinking firms are using data and AI to establish relationships and address the needs of their clients. During the webinar you’ll also see how Catchlight (built in Fidelity Labs) is helping advisors cultivate deeper relationships while cross-selling more of their insurance clients into wealth management.
Nearly half of Americans know someone struggling with addiction, making substance use disorders a reality that financial professionals can’t afford to ignore. The responsibility of financial advisors goes beyond traditional financial conversations. Addiction can drain financial resources, create estate planning complications, and leave loved ones vulnerable to long-term financial struggles.
Join Carson Porter as he shows you how to systemize your success in term and cash value life insurance production, and annuities. Then go beyond to the next level as Carson reveals how you can build and scale a profitable and ethical agency that is always relevant.
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.
