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NAIFA Live Back-to-School Edition: Leveraging College Funding & Financial Literacy

Thursday, August 17, 2023

2 pm eastern

 

Often clients put short term needs and wants ahead of funding a sound long term financial plan. However, your clients’ love for their children can quickly shift their focus to long term planning needs. Whether you are seeking conversations with new clients or to add value to existing clients, the topics of college funding and teaching parents how to talk to their kids about money provide the perfect opportunity.

Join NAIFA Trustee, Brock Jolly, Founder of The College Funding Coach, and Managing Partner at Veritas Financial, and Tom Henske, Founder of Total Cents, as they discuss how advisors can assist clients in overcoming college-funding challenges and in helping clients to create financially literate children and young adults.

You Will Learn:

  • How to leverage college funding and financial literacy for kids to acquire clients and add value to existing clients
  • The power of cause marketing in your prospecting plan and how financial literacy meets this need
  • How financial literacy can drive life insurance sales
  • Changes to the FAFSA for 2024 and how they will impact your clients
  • The reality and opportunity of an environment in which college tuition inflation far outpaces the Consumer Price Index
  • And much more

About the Presenters

Schedule

1:55 pm
Welcome
Live Broadcast Begins
2:00 pm
Presentation
3:30 pm
NAIFA Live Concludes

Bonus Content

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Registration

Report Your Watch Party

Complete the form below with the information of your on-site contact, venue information, and registration link. Please email live@naifa.org with any questions.

Imagine creating a niche-based insurance practice with an established client base before you are even licensed. Or running the investment division of a bank while still a college undergraduate.

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. 

Have someone who you think would enjoy this presentation but isn't a NAIFA member? New for 2023, NAIFA members can extend a special invitation to fellow industry professionals who are not members to participate in NAIFA Live!

For January's broadcast, download the guest invitation, send it to the people you have in mind, and have them register by clicking the link or scanning the QR code on the invitation.

Download Guest Invitation

 

 

This month's NAIFA Live is sponsored by

Penn Mutual

 

Please remain online for our "Word on the Street" breakout rooms. These breakouts provide an opportunity for interaction and Q&A with our featured speaker(s), value-added content, and networking.

 

Registration
Hunter Gimbel

Hunter Gimbel

CEO and Managing Partner at Gaber Group

Doug Grady

Doug Grady

Author, Speaker, Business Coach

Caleb Guilliams

Caleb Guilliams

Founder at BetterWealth

Howard Sharfman

Howard Sharfman

Senior Managing Director at NFP Solutions

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