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
NOVEMBER 16, 2016
11:15 am – 1:00 pm
THREE KEY LAWS – THE PROCESS OF DEVELOPING OUR ABILITY TO INFLUENCE,
FROM JOHN C. MAXWELL’S “21 IRREFUTABLE LAWS OF LEADERSHIP”
PRESENTED BY: ERIC JACKSON
Monthly C.E. Event
November 16, 2016
Year End Client Strategies
1:15 PM – 2:15 PM
1 Hour C.E.
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