The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
NAIFA’s mission is advanced in part through ongoing partnerships with the following organization: AALU, GAMA International, Life Happens, MDRT, NAILBA, WIFS, and LIMRA International.
“Thinking About Disability Insurance?”
Presented By DI Panel:
Marcy Pruitt, DIA. – Paul Sabol, CLU. – Tom Trebes
Wednesday, May 16 2018
11:15 am – 1:00 pm
Starfire Golf Club
MONTHLY CONTINUING EDUCATION
WEDNESDAY, May 16 2018
1:15 PM -2:15 PM
“Non-Qualified Deferred Compensation”MODERATOR: Bill Cassidy, CLU, ChFC, LUTCF
“The purpose of this course is to teach the agent about Non-Qualified Compensation Plans helping the student to learn the definition and concepts covering 401(k) s; 409A Plans, American Jobs Creation Act. It includes identifying the challenges employers face in offering retirement plans, finding solutions to those challenges, comparing the features of 401(k) and 409A Plans; taxable investments.”