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NAIFA and Society of FSP Collaborate to Offer Resources, Experience, and Expertise on Advanced Financial Planning

By NAIFA on Mar 30, 2022 10:55:02 AM

NAIFA and the Society of Financial Service Professionals (FSP) have entered into a new agreement to support the Advanced Practice Center (APC) as a resource for financial professionals and professionals from associated fields. The APC’s webinars, articles, special events, thought leadership content, and networking opportunities will focus on advanced markets topics and concepts, providing insights into complex cases.

Kathleen Bilderback's APC Impact Week Session on Succession Planning Available On-Demand

By David Lahoud on Nov 17, 2021 6:24:34 AM

Did you miss Kathleen Bilderback's session, "Business Succession Planning in a Low-Interest-Rate Environment," during NAIFA and the Society of FSP's Advanced Practice Impact Week? If so (or if you would like to watch it again), you're in luck. It's now available for on-demand viewing. 

Topics: NAIFA Events
3 min read

Watch APC Impact Week Sessions On Demand

By NAIFA on Nov 4, 2021 9:59:25 AM

If you missed this year’s Advanced Practice Center Impact Week, don’t worry! We have everything you need to know on-demand. Check out our 10, one-hour sessions with industry experts, including: 

1 min read

Steve Beatty Presents on Day 3 of APC Impact Week

By David Lahoud on Oct 20, 2021 5:07:49 PM

Join NAIFA member Steven J. Beatty, President of Financial Solutions for Business, as he presents during APC Impact Week, hosted by NAIFA. Beatty will be going over why it is imperative for business owners to have life insurance.

1 min read

Rob B. Wellendorf  Presents on Day 2 of  APC Impact Week

By David Lahoud on Oct 19, 2021 4:00:00 PM

NAIFA member since 1993, Robert B. Wellendorf ll, Business Exit Planning Expert President at Executive Wealth Strategies, will be joining us for 2021 APC Impact Week. Wellendorf will be providing a presentation covering a deep dive case study on life insurance in the business marketplace on October 20th.

1 min read

Diane Boyle to Present during APC Impact week

By NAIFA on Oct 18, 2021 4:12:23 PM

NAIFA Senior Vice President for Government Relations, Diane Boyle will be joining us during the 2021 APC Impact Week. Just added to the agenda, Boyle will provide a legislative and regulatory update on Tuesday, October 19th.

1 min read

Ameritas' Andrew Rinn Scheduled to Present at the 2021 APC Impact Week

By David Lahoud on Oct 8, 2021 11:45:00 AM

On October 19th, Andrew J. Rinn, JD, CFP, CLU, ChFC, Vice President of Advanced Marketing & Case and Competition at Ameritas (and loyal NAIFA member since 2018),  will be presenting  Life Insurance in Qualified Plans - Bridging the Retirement Planning Gap with actuary Scott McHenry. During this presentation, they will cover various topics such as how to identify potential clients and concerns, different approaches, and more.

2 min read

NAIFA-New Jersey Announces Upcoming Emerge Stronger Virtual Meeting

By NAIFA-New Jersey on Oct 4, 2021 5:49:02 PM

The Board of NAIFA-New Jersey is proud to announce that the state chapter's annual meeting will be held on October 19, 2021. The event will be held from 9 am - 12 pm as a virtual event for the health of all participants.

2 min read

NAIFA and FSP Announce 2021 Advanced Practice Impact Week, October 19th - 21st

By NAIFA on Oct 1, 2021 1:39:27 PM

NAIFA and the Society of FSP are bringing together thought leaders for three days of high-impact presentations by financial planning thought leaders for the first Advanced Practice Impact Week October 19th - 21st.  Experts will provide valuable takeaways focused on succession planning, life insurance strategies for business owners, employee stock ownership plans, and more.

Impact Week is Announced

By NAIFA on Sep 21, 2021 11:01:24 PM

We're excited to announce Impact Week will be held October 19-21, 2021. With a line-up of exceptional speakers, we are bringing you new topics and interesting insights on how to add additional value to your practice while solving complex cases through employing the right expert.

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