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

NATHAN Lew

Securing the Future –

“Wealth Transfer and Retention Strategies for the Next Generation”

NOTE Date Change:  TUESDAY, November 13, 2018

11:15 am – 1:00 pm

Starfire Golf Club

 Click here for more information and to register

MONTHLY CONTINUING EDUCATION

TUESDAY, November 13, 2018

1:15 PM -2:15 PM

“Year-End Client Strategies”
 MODERATOR:  David Kroll, CLU, ChFC

NAIFA member and MDRT Top of the Table advisor Keith Gillies shares insights and proven experience on how you can leverage year-end planning strategies to help your clients minimize taxes, review and revise their existing insurance and financial planning documents, and prepare for the coming year. By doing so, you can solidify your client relationships and improve your 4th quarter results. Keith Gillies, CLU, ChFC, CFP –2012

 

Upcoming NAIFA Events

IFAPAC – NAIFA-Arizona Fundraiser – The Gift of Chance

Deadline for participation is December 27, 2018 – Drawing to take place on January 23, 2019

NAIFA Arizona Community Service Project – Eye Glasses Collection

Donations will be taken to The Lamu Center for Preventative Health in Kenya

  For ALL NAIFA-AZ events, contact Patty Chesebrough 480-661-6393 or email: naifa-az@azis.com

Our Sponsors

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