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.
Upcoming Monthly Luncheon
Wednesday, January 18, 2017
11:15 am – 1:00 pm
Building Relationships by Creating Peace of Mind
Carrie Hall, CLU, CFP
Guest Speaker, Carrie L. Hall, CLU, CFP, has worked with affluent individuals, business owners, boards, and executive groups in the area of of business, estate wealth management and executive benefit planning since 1985.
Monthly C.E. Event
January 18, 2017
Ten Most Common Life Insurance Mistakes & How to Avoid Them
1:15 PM – 2:15 PM
1 Hour C.E.
In this presentation, 10 of the most common mistakes agents make in selling life insurance are discussed and tips on how to avoid them are provided. You will learn how to better serve your clients by engaging in a detailed needs analysis and review every three years at a minimum to ensure their policies are current and the products they hold are appropriate in light of any changes in their life and/or business; consider various key questions regarding beneficiaries and consider financial and tax implications of various strategies. Monte R. Scott, LUTCF – 2012