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.
Recent posts by David Lahoud
Kathleen Bilderback's APC Impact Week Session on Succession Planning Available On-Demand
By David Lahoud on Nov 17, 2021 6:24:34 AM
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.
Topics: Life Insurance & Annuities Professional Development
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.
Topics: Professional Development
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.