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.
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
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