Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes.
AI is changing the business landscape by the day, and NAIFA is here to keep you current.
Join Jon Seif as he shows how forward-thinking firms are using data and AI to establish relationships and address the needs of their clients. During the webinar, you’ll also see how Catchlight (built in Fidelity Labs) is helping advisors cultivate deeper relationships while cross-selling more of their insurance clients into wealth management.
During Leveraging AI you will:
Learn key insights about the great wealth transfer and organic growth
Hear how modern firms are using data and AI to identify, prioritize, and engage with clients
See a demo of the Catchlight platform (built in Fidelity Investments’ tech incubator, Fidelity Labs)
Join us on Thursday, May 15th for Bites and Insights as we welcome Steve Parrish, JD, RICP, CLU, ChFC, AEP, and his presentation, "Merging Estate Planning into the Retirement Income Process".
Congress Is Discussing Your Future.
Shouldn't You Be Part of the Conversation?
If you won't speak up for your business and clients, no one else will.
Decisions made in Washington, D.C., greatly impact your business and clients. Yet, most of our lawmakers are not experts in insurance or financial services or how agents and advisors are critical to the financial security of American families and small businesses.
Our Real Life Stories program has helped motivate people to buy insurance for 20+ years. These stories highlight the role insurance has played in helping families and businesses in times of great financial need, along with the insurance professionals who have helped them. None of the people featured in our stories could have anticipated the challenges they’d face. However, smart insurance planning ensured that emotional struggles weren’t compounded by financial hardship.
Senate Bill 158 creates an exemption process where medical providers do not have to submit preauthorization requests to health insurers. This is known as "gold carding".
Why oppose SB 158?
Inserts government into business disputes: it creates a complex process for resolving exemption process disputes between insurers and providers and tells private businesses what to do. Providers and health insurers already contract with each other, they could manage a similar process through their private contracts.
Have you ever engaged in a conversation about LILI with a LILI graduate? Once you get them talking, it is hard to get a word in edgewise.
Why?
Because LILI is just that powerful. It is a life-altering experience for participants both personally and professionally.
The Leadership in Life Institute is a six-month program offered exclusively to NAIFA members who are committed to growing intellectually and professionally through deep introspection and discussion. The intense curriculum creates a unique learning environment that encourages participants to bring out their best and apply what is learned across every aspect of their lives.
NAIFA-South Dakota is forming a LILI class to begin this spring, and we would welcome the opportunity to have you join us. Class size is limited, so please reach out today so that we can help you get started on your LILI journey.
To learn more about the program, follow this link, LILI and to express your interest in taking this life-changing course, contact us here NAIFA-South Dakota for an application. If none of the above links convince you to take the next step, talk to a LILI graduate they are never short on praise for the program!
Join NAIFA-South Dakota for a legislative reception with your fellow NAIFA colleagues at the St. Charles Lounge on January 21, 2025.
The NAIFA Quality Award provides advisors at any career stage the opportunity to demonstrate a commitment to excellence. This includes professionalism through education and earned designations, production-measured performance metrics customized for each practice specialty, adherence to the NAIFA code of ethics, and service to your industry association. Advisors specializing in Life & Annuities, Financial Advising & Investments, Health & Employee Benefits, Multiline Sales, or any combination of these specialties have the opportunity to demonstrate the quality that is the mark of a true professional.
Governor Kristi Noem has declared September 2024 Life Insurance Awareness Month.
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Cedar Falls, IA 50613
Phone: 877-866-2432
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