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
SEPTEMBER 21, 2016
SEPTEMBER IS NATIONAL LIFE INSURANCE AWARENESS MONTH
“Leveraging Charitable Giving Using Life Insurance”
Presented by: Kimberly Kur, J.D.
September 21, 2016 | Luncheon: 11:15a – 1:00p | After Lunch: 1:15p – 2:15p
THE TOP 5 LIFE INSURANCE PLANS EVERY INSURANCE & PROFESSIONAL MUST KNOW
September 21, 2016 | After Lunch: 1:15p – 2:15p
In The Top 5 Life Insurance Plans Every Insurance and Financial Professional MUST Know! Nick Paleveda and Max Coulliette of National Pension Partners break down five of the most valuable life insurance plans that are available to consumers. They discuss how much insurance is needed based on various income levels. Additionally, Nick and Max talk about the important role taxes play in life insurance plans.
For more information contact Continuing Education Chair, Jenessa Christensen (928) 208-3491
COLLEGE FUNDING AND PRE-RETIREMENT PLANNING FOR BABY BOOMERS
September 9, 2016 | Seminar: 8:30a – 12:30p