Vision

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.

Mission

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.

Affiliates

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.

Upcoming Luncheon

“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

 Click here for more information and to register

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.”

 

 

 

 

 

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