NAIFA-AZ Association Representing Licensed Insurance Agents

Life Settlements - One Hour Arizona CE Credit
2024-08-29 09:00 - 10:00 (America/Phoenix)
One Hour Arizona CE Credit
“Life Settlements”

Learn why agents and clients should consider Life Settlements.
Learn Who and What qualifies.
Learn the Fair Market Value (FMV) of Life Settlements.
Learn how simplified underwriting is used.
Learn from Case Studies.

Click this link to Register:
Webinar Registration – Zoom
Daniel Brown
Dan has been a dedicated professional in the insurance industry since 2020, having transitioned to Abacus in March 2022 after a successful career in insurance sales. At Abacus, Dan specializes in managing and expanding national account relationships with some of the largest BGAs and Producer Groups in the industry. Based in Florida, Dan holds a life insurance license and graduated from the University of South Florida in 2010.
Outside of work, Dan has been happily married for seven years and enjoys spending time with his one-year-old son.

REGISTER

Apex Is NAIFA's Race to the Top!
2024-09-19 08:00 - 2024-09-21 17:00
September 19-21, 2024 | Arizona Biltmore | Phoenix, AZ
Apex Is NAIFA’s Race to the Top!
Apex focuses on growing your business, encouraging leadership skills, and developing your personal brand. It appeals to a wide range of professionals and helps you reach your highest
level of success. The NLC optimizes how we work together as NAIFA leaders to bring us continued success as the number one association for financial services professionals in the
United States. NLC and the associated Belong Awards Gala inspire and recognize servant leaders who are called to serve a greater purpose and understand that they are working for the
success of something bigger than themselves. Be the first to get in. Attendance at Apex is limited. Click on the link below for registration and more data on the event.
Member Registration Fee: $800.00
Non Member Registration Fee: $1,000.00
REGISTER: https://apex.naifa.org/registration?hsCtaTracking=e9f81ac6-de29-4ff8-80b4-6f79a1bac8ad%7C0a412b14-dfdc-479b-8d48-59dccc43f0c9
Or, go to the NAIFA National website at www.naifa.org

Certainty in Times of Uncertainty - Tom Hegna, CLU, ChFC, CASL
2024-10-10 09:00 - 13:00 | 1550 E. Missouri (Pioneer Title) Phoenix, Arizona 85014, 1550 E. Missouri, Phoenix, AZ, 85014
IFAPAC-Arizona is honored to offer you the opportunity to meet and hear Tom Hegna, CLU, ChFC, CASL – Author, Speaker and Economist – A Power Hour
Tom Hegna
presents:
“Certainty in Times of Uncertainty”
This presentation will review the Current Economy, the US Debt Clock, and Mortality Credits. You will learn how to educate prospects/clients in preparing an optimal portfolio: Building, Protecting, Distributing. You will learn the importance of asking ‘powerful’ questions; and how to understand the objections of clients.
Tom will also touch on how to utilize AI and address generational differences.
This presentation qualifies for One Hour Arizona CE Credit – but sales ideas will not be overlooked in time with Tom!
Date:
Thursday, October 10, 2024
Time: 9:00 a.m. Registration
9:30 a.m. – 10:30 a.m. Tom Hegna
10:40 a.m. – 11:15 a.m. Sales Ideas Panel
11:30 a.m. – Sponsored Lunch
Location:
1550 E. Missouri (Pioneer Title)
Phoenix, Arizona 85014
Register Here
Registration Fee: $40.00
This program is a fundraiser for IFAPACArizona.
Your registration fee will help support political action activity in Arizona and is separate from IFAPAC National contributions. Contributions are not tax deductible as charitable contributions for Federal Income Tax purposes. However, they may be tax deductible under other provisions of the Internal Revenue Code.
Register Here
More About Tom:
An incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert. As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel and economist, Tom has delivered over 5,000 seminars and is the author of five industry books! He will
pump you up, make you laugh and inspire you to solve complex financial problems with ideas and stories.

Download the PDF for this event IFAPAC-Arizona Administration Fundraiser.PDF

Succession Planning & The Forgotten Art of Loyalty - No fee In Person Event for NAIFA-Arizona members
2024-11-19 09:00 - 11:30
No fee for NAIFA-Arizona members to attend this event – but must register to attend. Space limited.
Date: November 19, 2024
Time: 9:00 a.m. – Registration – 9:30 Program – 11:30 Luncheon
Location: 6263 N. Scottsdale Road #140, Scottsdale, Arizona 85250
‘Amenity Center’ – enter through the building’s courtyard.
Luncheon Included – Sponsored by MassMutual
Joe Scheid will present:
“What is Succession Planning?”
Why is Succession Planning Important? He will cover General Economic Statistics, Business Transition Statistics, Generational Differences, Certified Valuations vs Opinions of Value and provide tools in Succession Planning. (1 Hour CE Credit)
Jim Lutz will present:
“The Forgotten Art of Loyalty and Why It Is Needed More Than Ever”
The success of any organization is built on a foundation of creating a team. The basis for any team in the athletic arena, or in any office setting, is Loyalty. Jim will offer an overview of how to help understand and create loyalty for your ‘team’.

Joe W. Scheid, AIF, CEPA, CFBS, CLTC
Nearly 30 years ago, Joe gravitated toward financial planning with a vision of making a meaningful difference in people’s lives. Beyond advising numerous individuals and families, he has played a pivotal role in assisting small and mid-sized business owners in achieving their financial aspirations. His core four principals: Character, Integrity, Excellence and Service. Joe believes that clients merit nothing less than his utmost dedication.

Jim Lutz, LUTCF, FICF, CLTC
Jim has an extensive background in coaching: 37 years as a swimming coach, 15 at the NCAA Division, National Champions and Junior National record holders. Recruitment and development were key items in the success. Jim has been a financial advisor for 20 years and is a Certified Life Coach. He has published seven books, conducts team building workshops and gives motivational talks.

Register for this exciting Program!
Click here to Register
Your Programs Committee would like to take this opportunity to wish you a very Happy Thanksgiving and Beautiful Holidays. Please be on the look out for the promotion on a CE webinar in January 2025

No Meetings This Month. Wishing you Happy Holidays!
2024-12-01 08:00 - 2024-12-31 17:00

Safeguarding Against AI Cyber Threats
2025-01-21 09:00 - 10:00
Webinar – Qualifies for One Hour Arizona CE Credit
No fee for NAIFA-Arizona Members – But must Register
JOIN US – Click the Link to: Register
This webinar delves into the evolving landscape of AI-driven cyber threats and the sophisticated tactics employed by malicious bots. You will gain insights into the latest defense mechanisms and strategies for protecting digital assets and personal information. This session aims to empower individuals and organizations to stay a step ahead in the ever-changing battle against cyber criminals.
Tom Kirkham, the Founder and CEO of Kirkham IronTech, offers robust cybersecurity defense systems while fostering a security-first culture through comprehensive training programs. With over 30 years of experience, he serves as a trusted cybersecurity and IT advisor nationwide. Tom, a two-time Amazon Best Seller, further underscores his expertise in his latest book, “Hack the Rich – A Cybersecurity Parable”.
Register today – Stay Cyber Fit
REGISTER TODAY
Download the brochure here: January 2025 NAIFA Arizona CE Webinar

Learn How to Efficiently Buy and Sell Financial Practices
2025-02-26 11:30 - 12:30
M & A Summit
OPPORTUNITY OF A LIFETIME
Learn How to Efficiently Buy and Sell Financial Practices
February 26, 2025
11:30 AM
in Scottsdale, AZ
This workshop is a free, in-person program we are pleased to inform you of. Gateway Financial partners with NAIFA National. May share with colleagues. Register using the following link, be sure to click on Seminar.
A confirmation e-mail will provide the location address:
https://joingateway.com/mergers-acquisitionssummit-events/
REGISTER

Download PDF flyer: Gateway Financial Partners Program

Winning With Life and Annuities
2025-02-27 13:00 - 14:00
Featuring Special Guest Presenter: Van Mueller, LUTCF
Program Title: Winning With Life and Annuities
Webinar: Thursday, February 27, 2025 – 1:00 p.m. Arizona Time
REGISTER NOW
While there is no formal CE credit for this program – you will still LEARN and be INSPIRED.
An Invitation to NAIFA-Arizona Members and Guests – Note: members can share this program with colleagues. There is no fee. Event is joint with NAIFA-Michigan
What if you could dramatically increase your life and annuity production by learning just six or eight questions? What if simplicity rather than complexity
could increase your appointments and your production? Van will share with you simple questions that will help you engage prospects and clients in conversations that will lead the customer to ask you for solutions that include insurance and annuities. What if he told you this could be accomplished
with just a small amount of practice?
Join Van – he is excited to share this Top of the Table information with you.
REGISTER HERE
Van has spoken to groups around the world, including as main platform speaker for MDRT. He is a Registered Representative with MassMutual and is celebrating 52 years as an insurance agent. He has qualified for Top of Table for the last 34 years. He has also written many articles for various publications, including ‘The Close’ for Retirement Advisor Magazine.
Download the event brochure PDF: NAIFA Arizona February 2025 Webinar

Unlock Your Tax Strategies and Keep More of Your Money
2025-03-20 09:00 - 11:30
Webinar Details:
Thursday, March 20, 2025
No Registration Fee
9:00 a.m. – 11:30 a.m. Arizona Time
(Please log in 10 minutes prior to the meeting start time. Seminar begins on time)
REGISTER
Here’s some of what you will learn:

How to Power Boost & Optimize your tax deductions
Changes to your vehicle deductions
How to deduct your home office…simplified & safe
How to deduct all of your Family’s Medical – even dental – as a business expense
How to optimize the New and Improved food and beverage deductions
Why New Law always reinforces the need to claim all business tax deductions
Understand your tax professional’s role

Program Sponsored by Bradford Tax Solutions
Click this link to Register:
https://us02web.zoom.us/meeting/register/WUbKg2-KRXS5hoQiBScW9g#/registration
Instructor: Maine Shafer, JD, has more than 15 years of experience as a professional speaker delivering tax reduction strategies. His strong background in taxes started when working for a U.S. Senator on Capitol Hill while receiving his law degree from Georgetown University, Law Center and continued for the New Mexico Real Estate Commission. Maine makes tax information clear and usable!
Download the event brochure PDF NAIFA-Arizona March Webinar

Leadership Appreciation
2025-05-02 18:00 - 20:00
Please join us for this opportunity to visit with the Past & the Present!
Leadership Appreciation
May 2, 2025
6:00 p.m. – 8:00 p.m.
Appetizers & Drinks Provided
Generously sponsored by Julie Jakubek at her home: 3646 N. 52nd Place, Phoenix, AZ 85018
The dress is casual.
Invited are: Past State Presidents, Current Board Members, Spouses and Guests
Please RSVP by e-mail to: naifa-az@azis.com
Thank you for your service to NAIFA-Arizona
We would love to see you!
See the invitation brochure: Leadership Appreciation Event

Deferred Compensation Arrangements and Lessons from the Gridiron
2025-06-05 09:00 - 13:00
June 5, 2025 In Person Program
9:00 a.m. – 1:00 p.m. – Luncheon Included
Location: McBride Motorcycle Museum
16751 E. Glenbrook Boulevard, Fountain Hills, Arizona
No Fee for NAIFA-Arizona Members and may bring a guest!
REGISTER
Hello Summer! With the weather finally getting warmer, it’s time for some hot ideas!
Youth on Their Own
At this meeting, we would like to invite you to participate in our Community Outreach Program. Homeless children and children without parents are in need of basic items. Please consider donating: new bath towels, body wash, toothpaste, tooth brushes, paper towels, shaving cream, shampoo, pillows, paper towels. Your generosity is always appreciated.
William Cassidy, CLU, ChFC,LUTCF, CLTC

A new season means a new CE opportunity!”Deferred Compensation Arrangements”
1 Hour Arizona CE Credit
Deferred compensation arrangements provide employers with a nonqualified planning tool that rewards selected participants by helping them create financial security for retirement, death and/or disability. Bill will explore all the elements of such deferred compensation arrangements.
Bill is Managing Partner, Spence, Cassidy & Associates. He has served on the boards of several industry organizations. He is General Agent appointed with the insurance companies of OneAmerica. His professional experience includes Personal Financial Analysis, Disability Income Continuation, Retirement Planning and Estate Conservation Strategies. His business services include Business Continuation, Employee Benefits, Business Insurance and Retirement Plans.

Rich Griffith
“Lessons from the Gridiron”
Topic: Having the heart of a servant leader. Leading a team or business from your strengths.
During his seven years in the NFL, Rich was a 6’5″, 260 lb. Tight End/Long Snapper: formerly: New England Patriots #88; Jacksonville Jaguars #85; College – University of Arizona #85. His hometown- Tucson Arizona. After Rich’s professional career, he was called to ministry. He currently works as
Chief Development Officer with Global Action.
He was nominated for the NFL ‘True Value an of the Year’ in 1996 and the ‘Byron. White Humanitarian Award’ in 1997. When with the Jaguars, he was voted “Athlete of the Year” by the Fellowship of Christian Athletes.

Register

Join us and Enjoy this Educational Opportunity
2025-11-06 09:00 - 12:30
We want to take a moment to let you know how thankful we are for having you as a member. Follows is a program we invite you to attend as we close the year.
November 6, 2025
9:00 a.m. – 9:30 a.m. Registration
9:30 a.m. – 12:30 p.m. Program and Lunch
Junior Achievement
636 W. Southern Avenue, Tempe 8282
Program includes an MDRT Panel with:
Gerald Wiebers, LACP; Amber Stitt, ChFC,
CLTC, CLU and Barry McBride, CLU, AEP.
Luncheon also included as well as a tour of Junior Achievement facility.
No fee to attend – members encouraged to register a colleague
Due to cost of lunch – registered ‘no shows’ may be invoiced
REGISTER

Benjamin Lavin
“Tax Law/Planning Updates/OBBBA‘
Estate Planning that reflects a client’s personal and business concerns. Benji designs estate plans which allow high-net-worth individuals to leverage use of their gift, estate and generation-skipping transfer tax (GST) exemptions and to pass wealth to the next generation in a manner which is both tax efficient and creditor protected.

Daniel Timothy Schmaltz, CFP, BFA, CKA, CEPA
“Life Insurance Funding Strategies”
1 Hour CE pending This course will examine and compare funding strategies for clients with large life insurance premiums. Six life insurance funding strategies will be explored. Daniel teaches classes through the Financial Education Network at Chandler-Gilbert Community College and has been a
finance lecturer at Grand Canyon University and ASU.

REGISTER

Download registration brochure NAIFA Arizona Fall Program

Join us as We Celebrate the Holidays With a Fun Social Event
2025-12-04 16:00 - 18:00 | MassMutual/Touchstone Wealth, 6263 N. Scottsdale Road, Scottsdale, AZ, 85250, United States
As the end of the year comes to close, join us as we celebrate the holidays with a fun social event. Bring your friends and colleagues to join in the fun of this White Elephant Silent Auction.
Thursday, December 4, 2025 | 4:00 PM – 6:00 p.m.
6263 N. Scottsdale Road, Scottsdale, Arizona 85250
In the Building Courtyard

Event will be hosted for beverages and light appetizers.
However: Here’s the Fun Part: Your Favorite White Elephant donation! The price of admission is your white elephant gift. Please bring one gift. At your arrival, you will receive a bid sheet; on that sheet you will describe your item. The sheet
will have bid lines on it.
RSVP
Special Note: proceeds from the sale of white elephant items will go to NAIFAArizona to continue the high standards of programs and meetings.
Special thanks to MassMutual/Touchstone Wealth for sponsoring & hosting this event.
We hope to see you there!
RSVP HERE

Engaging with Women Clients - One Hour Arizona CE Credit
2026-01-29 09:00 - 10:00
As we begin the New Year – we are pleased to offer this CE Webinar sponsored by:
Brighthouse Financial and hosted by Darin Ruiz, CFP
“Engaging with Women Clients”
According to a study by McKinsey & Co., men are the key financial decision makers in 66% of affluent households – but that is changing as women inherit the wealth currently being controlled by baby boomers. This program will discuss trends causing this wealth transfer before diving into ways you can help support female clients specifically.
January 29, 2026
9:00 a.m. – 10:00 a.m. Arizona Time
One Hour Arizona CE Credit – No Fee for Members
Click following link to register:
https://brighthousefinancial.zoom.us/webinar/register/WN_LZZ3IFvYQweLpIopQ0lgzw#/registration

Featured Speaker: Andrea Santellan
Advanced Markets Group Consultant, Brighthouse Financial.
Andrea brings over 20 years experience as a dedicated insurance consultant providing financial professionals and wholesalers with in-depth case sharing sales strategies and concepts. She joined Brighthouse in 2021 as part of the Platinum Key Partners Program, as an Annuity Top Producer Analyst. Prior to joining Brighthouse, Andrea was an External Wholesaler with John Hancock.

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"Talk So Clients Listen: The Art of Connection That Drives Your Success"
2026-02-19 12:00 - 13:00
NAIFA National LIVE Webinar: Thursday, February 19, 2026 12:00 p.m. – 1:00 p.m. EST
“Talk So Clients Listen: The Art of Connection That
Drives Your Success”
Technical knowledge builds credibility, but communication builds
connection, and connection drives business success. In this engaging
webinar, Ellen Rogin, CPA, CFP, and New York Times bestselling
author, shares how top advisors use communication as their competitive
edge. You will discover how to build trust faster, listen for what is really
being said, and make every conversation more meaningful and effective.
You will walk away with:

The one word that can instantly boost client buy-in and trust
How to ask questions that open deeper, more productive conversations
The body language cues that make your communication more
confident and compelling

To register and learn more about this February LIVE
Program, please check your e-mail for a notice from
NAIFA National.

"Student Loans & Financial Advisors" - WEBINAR
2026-03-26 09:00 - 10:00
Webinar: March 26, 2026
Time: 9:00 a.m. – 10:00 a.m.
Presenter: Sarah Johnston

Sarah Johnston
by their clients. This webinar presentation will educate you on student loans, repayment and refinancing, including a breakdown of the different types of loans, Income Driven Plans, Public Service Loan Forgiveness and the Cares Act.
Sarah Johnston leads the West Coast Business Development team. She has been with KeyBank for seven years where she has developed and maintained relationships with over 1,000 financial advisors. Her favorite aspect of her current role is seeing the economic prosperity KeyBank Student Loan Solutions brings to financial advisors’ clients.
Click following link to register:
https://events.teams.microsoft.com/event/26255f46-ec02-4e43-bc6c-0a03829c0a2a@8c8aade5-1c41-41de-8ea3-189ee2b481b3
Note: your confirmation e-mail & JOIN link will come from Key Corp.
While this course does not have CE credit, you will learn important information that you can share with your clients as they congratulate their graduates!
NAIFA-by their clients. This webinar presentation will educate you on student loans, repayment and refinancing, including a breakdown of the different types of loans, Income Driven Plans, Public Service Loan Forgiveness and the Cares Act.
Sarah Johnston leads the West Coast Business Development team. She has been with KeyBank for seven years, where she has developed and maintained relationships with over 1,000 financial advisors. Her favorite aspect of her current role is seeing the economic prosperity KeyBank Student Loan Solutions brings to financial advisors’ clients.
While this course does not have CE credit, you will learn important information that you can share with your clients as they congratulate their graduates!
REGISTER
