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.

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.

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.

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.