NAIFA-AZ Association Representing Licensed Insurance Agents

Course title: "Group Benefits Basics" One CE Credit
2022-07-27 09:00 - 10:00 (America/Phoenix)
Course title: “Group Benefits Basics”
Qualifies for One Hour Arizona CE Credit
Group Benefits don’t need to be confusing or complicated! This course will take you through Group Life Insurance, Group Short Term Disability Benefits, Group Long Term Disability Benefits, Guaranteed Standard Issue Disability, and the various aspects of each including options and requirements.
July 27, 2022
9:00 a.m. – 10:00 a.m.
Click the following link to register: https://allegisag.zoom.us/meeting/register/tZcrdCtpjsjEtd3l6acMCUYri9H2BIgGHEU

Bart Spencer currently works as the Director of Disability at Allegis Advisor Group in South Jordan, Utah. Known as the ‘DI Nut’, Bart began his insurance
career in 1992 – since that time his enthusiasm has grown toward the disability income protection part of the industry. He has spoken at many NAIFA groups, as well as for the International DI Society, Financial Planning Association, and LIMRA.

REGISTER

In-person 'Classroom' Program
2022-06-30 08:00 - 12:00
In-person ‘Classroom’
Program: June 30, 20228:30 a.m. – Registration
9:00 a.m. – Noon – Program
The Shelter Church13832 N. 32nd Street, Phoenix, Arizona 85032
No Registration Fee for NAIFA-Arizona Members

Who Owns Your Life Insurance Policy – two hours Az CE Credit
Todd Janower, JD, LLM, CLU, ChFC
Todd received his B.S. degree in Business Administration from Boston University and his Law and Master’s degrees from The John Marshall Law School. He has spent nearly 12 years at Allstate Financial. Before joining Allstate, he was a practicing attorney in Chicago specializing in Estate Planning for high net-worth individuals. Currently Director, Advanced Sales, MassMutual. He has been a featured speaker at numerous national and regional broker/dealer and industry meetings.

Learn how to protect your client’s family through life insurance planning. This course will cover the income tax-free and grow tax efficiency benefits of life insurance, as well as creating adverse gift, estate, and income tax consequences.

Closed Doors Equal Opportunities!
Undrea Smith, RICPEast Valley RetirementNAIFA-Arizona President
Undrea’s experience as an Investment Advisor, Fiduciary, Retirement Planning Specialist, as well as being a licensed insurance Agent, has given him the financial acumen to prepare every client for whatever the future holds for them.

This is a candid talk about how opportunities can arise from the most unexpected places and how perceived setbacks can equal a lifetime of success and fulfillment.

The Power of Optimism…
Andy Dzurinko, CLU, ChFC
Andy has been with American United Life Insurance Company since 1980. He was a Training Director and Regional Vice President of Agencies in the home office and came to Arizona in 1989. As an agent, he qualified for Century Club, Million Dollar Round Table and National Quality Awards. Andy is the Author of The Power of Optimisim, Laugh Out Loud and Inspired.

This is a candid talk about how opportunities can arise from the most unexpected places and how perceived setbacks can equal a lifetime of success and fulfillment.

A Gift of A Lifetime
David R. Kroll, CLU, ChFC, LUTCFWealth Management Advisor
Dave has been a leader in the financial services industry for over 35 years. His education, experience and management style has attracted many advisors that have become recognized leaders in both the industry and the community. Dave is a Past President of NAIFA-Arizona, Past President of Phoenix GAMA and member of American Society of Chartered Life Underwriters and Chartered Financial Consultants. Currently, a Registered Representative of MassMutual.

Learn and be reminded of how important ‘Juvenile Life Insurance is. How it establishes savings; how a parent or grandparent can avoid being a member of the Wish-I-Had-Club”. Some topics addressed: Guaranteed Insurability; Waiver of Premium; Retirement Income Supplement.

Click here to REGISTER

Download a PDF brochure for this event: NAIFA Arizona Summer School Session

ADVANCED PRACTICE SYMPOSIUM - Scottsdale, AZ
2022-06-09 13:00 - 17:00 | The Scott Resort & Spa
June 9th, 2022 | 1-5 pm
The Scott Resort & Spa | Scottsdale, Arizona
About
June 9th, 2022 | 1-5 pm
The Scott Resort & Spa | Scottsdale, Arizona
Learn more & register:
theapcenter.org
Featured Speakers

Mark Massey (Vice President, SMA Services, Inc.) is one of the most experienced retirement-planning representatives in the country with more than 30 years in the financial and insurance industry. Prior to accepting this position, Massey served as the National Vice President of Retirement Plans for United Wealth Advisors Group, LLC.

Steve Broadbent’s (Sr. Vice President – Retirement, Fulcrum Partners) skill in analyzing and collaborating on the design, funding, and security of nonqualified benefit programs for publicly traded or large, privately held corporations is always in high demand. At Fulcrum Partners, he works attentively with each client, carefully designing effective benefits programs to enable organizations to attract and retain key executive talent while building shareholder value. Broadbent has 23 years of targeted financial industry experience and 11 years with AT&T, of which six were spent as Sales Vice President in Los Angeles. After 22 years of U.S. Navy service, he retired with the rank of commander.

Sam Robert (Vice President – Retirement, Fulcrum Partners) has more than 20 years of financial services experience, much of which has been focused exclusively on executive benefits and nonqualified deferred compensation plans. With comprehensive knowledge of creative plan design and a deep commitment to attentive client care, Robert builds trusted, long-term relationships with clients.

Andrew Rinn JD, CFP, CLU, ChFC (Vice President Advanced Markets & Competition and Case Design, Ameritas) leads a group of credentialed individuals that specializes in placing estate-, business-, and retirement-planning cases. His own expertise includes wealth preservation, estate planning, business planning, and executive benefits. He consults with insurance professionals and clients’ tax advisors when appropriate to facilitate sales opportunities.
Venue:
The Scott Resort & Spa
4925 North Scottsdale Road
Scottsdale, Arizona 85251
Cost:
$69 for NAIFA & FSP Members
$99 for Non-Members
$650 per Agency
Take an additional 20% off with code: APC20
Schedule
1:00 – 1:30 pm: Registration Opens
1:30 – 2:30 pm: How, When, and Why to Present a Cash Balance Plan with Mark Massey, SMA Serrvices, Inc.
2:30 – 2:45 pm: Break
2:45 – 3:45 pm: Expanding Your Business Client Opportunities with Nonqualified Benefits with Steve Broadbent & Sam Robert, Fulcrum Partners
3:45 – 4:00 pm: Break
4:00 – 5:00 pm: Opportunities for Business Owners in 2022 & Beyond with Andrew Rinn, JD, CFP, CLU, ChFC, Ameritas
5:00 – 6:00 pm: Cocktail Reception
Register at:
theapcenter.org
NAIFA and the Society of FSP bring together leading thought leaders in the field of advanced financial planning for a half-day of high-impact presentations and discussions on working with businesses and organizations in 2022.
Download the PDF brochure APC Symposia Event Flyer (Phoenix) for NAIFA with 20% off Code PDF

The One Page Intergenerational Business & Marketing Plan - Webinar
2022-05-25 09:00 - 10:00
May 25, 2022 – 9:00 a.m. – 10:00 a.m. (Arizona time) Webinar
Qualifies for One Hour Arizona CE Credit
No fee for NAIFA-Arizona Members
REGISTER
‘The One Page Intergenerational Business & Marketing Plan’ Achieving Success in any economy requires developing a written plan to define where the business is going and how the business is going to get there. And learn how to develop meaningful relationships with your client’s adult children to help them understand the value of Multigenerational Risk Management and Investment Planning.

Click link to Register

https://attendee.gotowebinar.com/register/980746102838663949
DOWNLOAD a PDF brochure: NAIFA Arizona May CE Webinar

NAIFA'S 7TH ANNUAL DIVERSITY SYMPOSIUM
2022-05-23 09:00 - 12:00
About the Symposium
The first Diversity Symposium was held in May 2017. Since that time, NAIFA has hosted at least one symposium each year.
Even during the pandemic, the Diversity Symposium took on a virtual format. The initial purpose of the symposium was to provide participants with a forum to discuss strategies for creating and promoting diversity in the financial services industry. The program also serves as a resource for insurance and financial professionals in NAIFA’s mission to provide financial security for all Americans.
The symposia have featured notable keynotes from industry professionals, DEI experts, and panel discussions featuring our members and advocacy partners. NAIFA is thrilled to come back to an in-person symposium in May 2022 in Washington, D.C.
Support the Symposium
Interested in supporting NAIFA’s work and showcasing your organization’s thought leadership in this area?
DOWNLOAD THE SPONSOR PROSPECTUS
Attend the Symposium
May 23, 2022 | 9 am – 12 pm
Marriott Renaissance DC Downtown
999 9th St NW
Washington, DC 20001
REGISTER TO ATTEND
The symposium will be held the morning prior to NAIFA’s Congressional Conference. Attendees are encouraged to attend both events. The Congressional Conference begins at 1 pm.

2022 Congressional Conference
2022-05-23 08:00 - 2022-05-24 17:00
Congressional Conference is the annual fly-in to Washington, D.C. The event includes sessions with current legislators, updates from NAIFA Government Relations. and key insights from policy analysts. The event also entails pre-arranged meetings for members with their legislators.
Dates: May 23-24, 2022
Format: Face-to-Face, Washington, D.C.
REGISTER
Travel Stipends: The first 300 NAIFA members who register to attend the NAIFA Congressional Conference (May 24-25, 2022) and meet the eligibility requirements will receive a $350 travel stipend. NAIFA members who register after the first 300 can opt to be placed on a waiting list, and registrants will be rolled into the first 300 eligible for reimbursements in the order they were received as cancellations occur.
Travel Stipend Eligibility Requirements: To be eligible for the $300 stipend, you must:

Be a current NAIFA member as of May 24, 2022;
Actually, attend the Congressional Conference;
Have paid your $100 registration fee;
Stay at the official Conference hotel (unless your residence or principal place of business is in the immediate Washington, DC area); and
Submit a debriefing form, which summarizes each meeting you attended with a member of Congress, or your passport visits.

Day on the Hill Visits: We will make every effort to coordinate Capitol Hills visits for all. However, availability may be limited. If we are unable to schedule meetings with your legislators, other Hill programming will be provided for you.
Cancellation Policy: Cancellations can be made by emailing NAIFA Member Support or calling 877-866-2432. Registrants will be issued a full refund if their cancellations are made through May 9th, 2022. Cancellations made after May 9, 2022 will not receive a refund. NAIFA will only issue refunds for conference registration fees for registrants and guests. NAIFA assumes no responsibility for expenses or fees incurred for cancelled airline tickets, hotel accommodations, or other travel related expenses. If you are eligible for travel expense reimbursement as one of the first 300 registrants, and cancel your registration, you will not be reimbursed for any otherwise covered expenses. If you are eligible for a travel stipend as one of the first 300 registrants and cancel your registration, you will forfeit your place in the queue for the stipend if you find that you are again eligible and wish to re-register. Please ensure you are certain when you cancel your registration, as all cancellations are final.
Please click here to read NAIFA’s Acknowledgement of Personal Responsibility for Meeting Attendance. Please review and accept this agreement prior to registering for the event.

The Truth Behind Long Term Group Disability
2022-04-28 09:00 - 10:00
Date: April 28, 2022
Time: 9:00 a.m. – 10:00 a.m.
Webinar: No Fee for NAIFA-Arizona Members

This one-hour intermediate course will take you through a case study to educate you on the inherent gaps and shortfalls of most group long-term disability plans; emphasizing the possible negative impacts this can have on your clients. Learn how to identify these shortcomings and how to communicate them to your clients.
Presenter: Travis Christy
Presenter: Travis Christy
Travis Christy is the MidWest/Western Regional DI Manager for the Guardian Life Insurance Company of America. He has been with Guardian for 13 years and has worked as a career agent, as well as a Disability Income Specialist. He began his career in Albuquerque, NM where he ran the University of New Mexico School of MD Residency Disability Insurance Conversion Program. He travels the Midwest and the Western United States speaking to agents about the importance of protecting clients’ income. Prior to working in insurance, Travis worked as a meteorologist for NBC, CBS, and Fox.
REGISTER

Insightful Learning
2022-03-25 08:30 - 12:00
WELCOMEBack
March 25, 20228:30 a.m. Registration9:00 a.m. – Noon – Program
Location:Finance of America16427 N. Scottsdale Road #210Scottsdale, Arizona 85254
No Registration Fee for NAIFA-Arizonamembers.
NAIFA-Arizona is pleased to offer thisprogram featuring:
Robin Mueller – Entered the Insurance industry in1979. He has been an agent, in-field managementand in-home office. Has served three years asPresident of the Foundation for Insurance andFinancial Education; authored educational programsfor MultiLine Transitioning, and Ethics and is afrequent presenter for NAIFA & MDRT.
MDRT Hour Panelists:Steve Goucher – U of A graduate; joined FarmBureau Financial Services in 1995. Licensed agentsince 1977. Registered Representative since 1996;Financial Advisor since 2008. Member MDRT.Vincente Iniguez – New York Life – Court of theTable, Qualifying Member – 5+ years licensedinsurance professional. Helping his clients find‘Solutions to fit their needs – Protecting what mattersmost, today and always.”
Barry McBride, CLU – Sun Cornerstone Group –MDRT 31 years – Top of the Table, Qualifying and LifeMember
Note: Photos taken at event may be used in Social Media Platforms
Jim Shorten“Challenge, Focus, Perseverance, Outcome’Come and meet Jim – whose military careerspanned 20 years and included the US Navy, US ArmySpecial Forces (Green Berets), 5th Special Forces, MACVSOG for Black Operations, 12th Special Forces Army Reserves, Underwater Operations Team, the USAF 129th Aerospace Rescue and Recovery Service, Pararescue Team, Hoist Mission Specialist and participant on several expeditions to Cambodia/Laos to find and return items to family members in the United States. Learn how to succeed from a man who has conquered multiple challenges!

Register

The Secondary Market for Life Insurance: Current Trends, New Applications
2022-02-17 09:00 - 10:00
Thursday, February 17, 2022 – 9:00 a.m. Arizona Time (11:00 a.m. EST)
The Secondary Market for Life Insurance: Current Trends, New Applications
Click on the following link to register – confirmation will come from Coventry:
https://coventry-ec.webex.com/coventry-ec/onstage/g.php?MTID=e794165096d98e7ca29603d92a4a34400
Presenter: Peter M. Hershon
Peter Hershon is a Senior Vice President, Account Services for Coventry. With more than 15 years of combined experience in life settlements and life insurance, Mr. Hershon heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution. He is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Financial Consultant and Chartered Life Underwriter designations, Series 7, and Series 63 licenses.
Course Description:
This course examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement), and settlements for smaller face policies, using several case examples to illustrate the concepts being presented. In addition, the seminar will discuss factors that determine a policy’s value and strategies for educating others about the opportunities
presented by the market.
The course qualifies for one hour of Arizona Continuing Education Credit.
NAIFA-Arizona Exclusive – no registration fee for members.
To download a PDF brochure click: NAIFA Arizona February 2022 CE webinar2.pdf

Getting Better Every Day Through the Coach Approach" and "The Power of Words in Life & Business".
2022-01-13 11:00 - 12:00
HAPPY NEW YEAR – HAPPY NEW YOU
Join us on Thursday, January 13, 2022 for the first virtual event of 2022 with Guest Speaker, Doug Moffat. Doug’s topic is “Getting Better Every Day
Through the Coach Approach” and “The Power of Words in Life & Business”. There is no registration fee.
January 13, 2022 – Arizona time: 11:00 a.m. – Noon (1:00 p.m.-2:00 p.m. EST)
Register in advance for this program by clicking on the following link:
https://us02web.zoom.us/meeting/register/tZMocuGrqz4iHdbYCmce0LSUhip3sQenjcEE
After registering, you will receive a confirmation e-mail containing information about joining the meeting.

Doug Moffat graduated from Lake Forest College with a double major in Business & Sociology, and honed his professional skills as a Financial Advisor for 20 years at Northwestern Mutual from 1997 to 2017 and has been a member of NAIFA-Michigan for 22 years. Doug started The Moffat Group, Inc. in 2018, which provides Leadership Coaching, Meeting Facilitation, Speaking and Insurance Coaching. How coachable are you? How is your mental, physical and spiritual health today? How much do you truly want to improve on a daily basis? These are all questions producer and Coach Doug Moffat will discuss as he shares observations and learnings from his 24-year career to help you tap into your greatness and unleash your potential!
The program is joint with NAIFA-Michigan and does not qualify for Continuing Education Credit.
Download brochure here NAIFA Arizona January 2022 Brochure.

Vanessa Bucklin Presents The Penultimate Step Webinar
2021-11-16 11:00 - 12:00
Vanessa Bucklin, MBA, CLU
Agent & Author
Vanessa Bucklin is an advisor based in Conrad, Montana that has built her flourishing practice using a three-pronged approach of trust in self, trust in the process of building relationships, and trust in paying it forward.
She began her career at the age of 35 when she obtained her P & C license and opened an independent agency. She soon obtained her life and health
license and joined New York Life. Since 2013, Vanessa has been a qualifying member of the Million Dollar Round Table. She received her CLU designation in 2018.
Author of the book, “The Penultimate Step”, Vanessa will share the many steps in her life – seizing opportunities, searching
and driving for answers, and reacting and responding positively to circumstances – understanding there are many twists and turns in life and that the greatest treasures are not found just at the finish line, but rather all along the way.
While this program does not qualify for AZ CE Credit, you will be inspired by Vanessa to: Trust in Yourself, Trust in the Process and Trust in the Industry.
November 16, 2021
Time: 11:00 a.m. – Noon
Please Register Using Following Link:
https://us06web.zoom.us/webinar/register/WN_50qxGI0xTY-ar3rHsgyC1w
After registering, you will receive a confirmation email containing information about joining the webinar.
Download PDF brochure here: NAIFA Arizona Fall Webinar Program.

"Ethics" Course [In-Person] - 4 Hours Arizona CE Credit Robin Mueller, LUTCF - Back by popular demand!
2021-11-12 08:00 - 12:30
Friday, November 12, 2021
Robin C. Mueller, LUTCF
Registration: 8:00 a.m.
Program: 8:30 a.m. – 12:30 p.m.
Location:
16751 E. Glenbrook Boulevard
Fountain Hills, Arizona 85268
For NAIFA-Arizona Members ONLY!
In-Person Event – Limited to the first 45 Registrants
No Registration Fee – But MUST Register in Advance
“Ethics” Course – 4 Hours Arizona CE Credit
Robin Mueller, LUTCF – Back by popular demand!
Note: this Class was last presented in Arizona on November 1, 2017.
Disclosure: photos taken may be placed on NAIFA-Arizona Social Media platforms.
This class will begin with the question Why? Why an Ethics Class? Why the public leans negative when they hear the word “insurance”? Ethics stories will be shared. The class will move into a discussion of what good ethics is. Suitability will be defined and covered in depth. Case studies will be discussed.
REGISTER HERE

Robin entered insurance in 1979. He has been an agent, in-field management & in the home office. He is a past president of NAIFA-Wisconsin and received that association’s Distinguished Service Award. Robin has served as President of the Foundation for Insurance and Financial Education and has authored a number of educational programs for NAIFA National. Robin has frequently presented at NAIFA National conventions and has spoken at various other industry organizations including NAFIC and MDRT.
He has traveled throughout the country as a motivational speaker and entertainer. Some of his most requested topics are Ethics, Social Security Retirement & Taxation, MuliLine transitioning, Life Insurance Fact-Finding, and Annuities.
Download the PDF brochure here NAIFA Arizona CE In-Person Event – November 2021

Tax Reduction Strategies for the Insurance and Financial Professional
2021-10-15 09:30 - 12:00
We are very pleased to offer you this important virtual program!
Joint with NAIFA-Michigan and NAIFA-Montana
Presented by:
Bradford Tax Solutions

Friday, October 15, 2021
9:30 a.m. – 12:00 p.m. Arizona Time
Here are some important things you will learn:
(1) HOW to recoup the money you lost during COVID-19 : two
remarkable tax credits available to the self-employed for 2020 and
2021 – Sick Leave and Family Tax Credits.
(2) HOW TO deduct all of your FAMILY’s MEDICAL COSTS – even dental –
as a BUSINESS expense!
(3) HOW to safely qualify your Home Office for big tax deductions, even if
you spend most of your office time at a professional office – one of the most
important deductions this year.
(4) CHANGES to your 2021 vehicle deductions – The biggest improvement
in 60 years!
(5) HOW to POWER BOOST your tax deductions – Learn the best strategies
to get the most out of your new 2021 deductions!
While this program does not qualify for CE credit, after this seminar,
you will have what you need to bring to your tax accountant, so you
can keep more of your income this year and beyond!
REGISTER HERE
Download brochure NAIFA Arizona – 2021 Tax Laws – Virtual Program.

Coventry Virtual Executive Roundtable with Carroll Golden, Executive Director with NAIFA LECP, discussing life settlement trends
2021-09-23 14:00 - 15:00
What’s Driving Life Settlement Growth?

LECP WEBINAR SERIES

September 23, 2021, at 2 pm eastern

Carrol Golden
Featured Speakers:
Carroll Golden, CLU, ChFC, CLTC, CASL, LACP, FLMI, Executive Director, Limited and Extended Care Planning Center
Alan H. Buerger, Co-Founder and Executive Chairman, Coventry
Peter Hershon, CLU, ChFC, Sr. Vice President Account Services, Coventry
Patrick Cahill, CRPC, RICP, Head of Strategic Accounts, Coventry

Session Description:
The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us for a Virtual Executive Roundtable where we will examine current market trends in life settlements and how you can leverage this important financial tool.
Topics we will explore include:

The life settlement industry evolution and history.
How the marketplace is evolving, including new capital sources driving flexibility and higher payouts for your clients.
How firms are creating value for clients within the financial planning process particularly with healthcare and long-term care planning while driving new sources of revenue.
The latest laws and pending legislation that will impact your fiduciary responsibility.
Why more policy owners are open to selling their existing life insurance
How to identify life settlement opportunities in your client base and business growth plans.

REGISTER HERE
NAIFA LECP Coventry virtual executive roundtable invitation, Sept. 23rd @ 2 PM EST
Registration: https://lecp.naifa.org/life-settlement-growth

Photo by Yan Krukov from Pexels

Underwriting: Underutilized & Undervalued - One Hour CE Credit
2021-09-21 10:00 - 11:00
Never too late for education!
We’re making your ‘back-to-school’ as easy as ABC! Join us for this webinar on
September 21, 2021
10:00 a.m. – 11:00 a.m. (Arizona time)
No registration fee for NAIFA-Arizona members
Program qualifies for One Hour CE Credit
To register: click on the following link. After registering, you will receive a confirmation e-mail containing information about joining the webinar
https://allegisag.zoom.us/webinar/register/WN_X45rMCetRo2UxJ3hLzFLjw
“Underwriting: Underutilized & Undervalued”
This course will cover:
Types of Underwriting and go into Non-Medical, Financial Underwriting (Personal and Business Life Insurance), Medical Underwriting (Past and
Current History), and include case studies.
Carriers are not all the same. Important to understand each part of the underwriting and how each can
help your case in order to get your client the best offer possible.
Presenter: Barney Tanner
Barney is the National Brokerage Director of Allegis Advisor Group in South Jordan, Utah. He specializes in business-owned life insurance, retirement planning and impaired risk underwriting. Prior to beginning his career as an insurance professional, he spent over 10 years in the middle management of the finance and accounting field. He began his insurance career as an agent with New York Life. After five years, he shifted into the brokerage world, here he works with independent insurance agents/agencies! Barney earned his BS in Business Administration from the University of California and earned an MBA from the University of Phenix.
REGISTER

How to Use Technology to Leverage Sales - A Motivational Webinar
2021-07-27 09:30 - 10:30
Please join us for this motivational webinar
Date: July 27, 2021
Time: 9:30 a.m. – 10:30 a.m. (Arizona)
Click Button Below to Join the Meeting
Outline:
Caleb’s Story
Scaling 101
3 Scaling Pillars:
*How Technology Enhances Your Processes
*Create/Strengthen Your Proprietary Process
*Laveraged Impact: One-to-Many

Meet the Expert: Caleb Guilliams
After taking over the entire investment department of a bank at the age of 19, Caleb saw firsthand how 98% of Americans were financially failing despite professional financial advising. After three years of traveling the country being mentored by the most successful financial minds, Caleb discovered a better way to build wealth. Leaving his prestigious position at the bank, Caleb founded the company BetterWealth, authored the best-selling book “The AND Asset”, hosts the BetterWealth Podcast, and speaks to thousands around the world. One of the youngest leaders in the industry, Caleb is quickly becoming The New Face of Finance. Join Caleb as he discusses the true definition of scaling in a virtual world; how you can use technology to enhance your proprietary processes so you can create leveraged impact. Whether you are brand-new or have been experienced with technology and the virtual world, these three pillars are the foundation to scaling your practice year after year.
3 Scaling Pillars: Technology – Sales – Stages
ZOOM WEBINAR LINK
ZOOM WEBINAR LINK

Beyond the Monthly Benefit: Understanding Value Added Product Features
2021-06-22 10:00 - 11:00
NAIFA-Arizona Members:
We are pleased to offer you this Summer CE Webinar!
“Beyond the Monthly Benefit:
Understanding Value Added Product Features”
This intermediate-level course is intended for agents and brokers who are familiar with the fundamental concepts of disability
insurance products. Understanding product features that impact when, to what level, and how long monthly benefits are paid
and premiums waived are important for producers to know. This webinar will review key benefits that should be considered
when evaluating and recommending disability coverage for clients. A case study will be used to explore how different product
features would impact a client at claim.
Presenter:
Dana J. Campion, RHU
Cost: No Fee for Members
When: June 22, 2021
Time: 10:00 a.m. – 11:00 a.m.
One Hour Arizona CE Credit
Click the button below to register
Note: Registration confirmation e-mail will come from Jessica Ciccarelli with access for the login.
REGISTER HERE

Dana Campion is currently the VP of Brokerage with WestPac Wealth Partners, an office of The Guardian. He offices in Seattle, Washington, and serves the Washington, Oregon, California, Hawaii, Montana, Idaho, Nevada, and Arizona brokerage communities. He has been in the disability insurance field since 1995 and has taught numerous Continuing Education courses. Dana received his Registered Health Underwriter (RHU) designation in 2001 and is a graduate of the University of Washington, with a Bachelor of Arts degree.

FAPAC-Arizona Fundraiser: $30 for 30 Minutes
2021-05-11 10:00 - 10:30
NAIFA-Arizona members: Join Us on a virtual visit with Tom Hegna, Author, Keynote
Speaker, Retirement Expert, Economist Date: May 11, 2021 Time: 10:00 a.m. – 10:30 a.m.
Spend a powerful 30 minutes, on this webinar, with Tom Hegna!!
Webinar topic: “Life Insurance and Annuity Questions & Handling Objections ”
There are so many objections, excuses, and stall tactics that your clients use. Tom Hegna has heard them all! You’ve got to handle them in your presentation so they don’t even come up. It’s up to you to be the most prepared person in the room. In this presentation, Tom covers several concerns, gives you a simple process to handle ANY of them, and explains the importance of asking questions to uncover your clients’ needs. Today’s busy world demands that you use optimal ways to communicate, educate, address objections, close, sell and write policies. This is the reality, so optimize your work now!
Tom Hegna, CLU, ChFC, CASL
Tom has been 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, helping Baby Boomers and seniors retire the ‘optimal’ way. He has condensed a large chunk of his considerable knowledge into five of his books. Tom specializes in creating simple and powerful retirement solutions based on math and science – not opinions.
By registering for this powerful program, you are also supporting your IFAPACArizona Administrative Fund. Disclosure: your registration fee is not tax-deductible as a charitable contribution for federal income tax purposes, but may be deductible under other provisions of the Internal Revenue Code. Note: Funds remain in Arizona and will not be added to your total IFAPAC contribution dollar amount.
$30 registration fee – and share 30 minutes with Tom Hegna!
Click Here it Register
Click Here to Register

Cybersecurity Awareness - 1 Hour CE
2021-04-20 10:00 - 11:00
For NAIFA-Arizona Members
You are invited to a Zoom webinar.
When: April 20, 2021
Time: 10:00 AM – 11 AM Arizona

Topic: Cybersecurity Awareness
No registration fee
Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_175FsgdXSWi5d5ID_Uh3Zw
After registering, you will receive a confirmation email containing information about joining the webinar.
It’s a fact: you are at risk. This program will help you understand the Cyber threats to Insurance Advisors and learn why insurance is a target. It will also show you where the weaknesses are in the insurance sector and how best to defend against them. Other topics covered are ‘Phishing 101’; Ransomware – how it can cripple organizations; the ‘Dark Web’ – what it is; why and how to protect against it.
This Webinar Qualifies for One Hour Continuing Education Credit
Featured Presenter: Bryan Wilbourn – Representing Echelon Technologies LLC, Bryan’s primary areas of focus revolve around Security Awareness Training, as well as Sales & Marketing. He is a graduate of the University of Arizona, Tucson with a Bachelor of Science in Management Information Systems and a Bachelor of Science in Operations Management. Joining Bryan in this program will be Danielle Hernandez. Danielle is a 16 year experienced insurance consultant and is Senior Account Executive with Gilbert Insurance Group.
Echelon Technologies – www.echelontechs.com
Download a brochure for this event here. NAIFA Arizona Cyber Security Webinar PDF

Cannabis Industry Financial Solutions" (CE, no fee)
2021-03-30 10:00 - 11:00
NAIFA-Arizona is pleased to offer to its Members (at no fee) the third, and final program, in our series on Insurance and the Cannabis Industry.
“Cannabis Industry Financial Solutions”
(CE Credit Pending)
Presented by: Michael Seabolt
Flower Risk Advisors
Join us:
March 30, 2021
10:00 a.m. – 11:00 a.m.
This webinar will explore for the Cannabis Industry

Tax Solutions
Attributes of the Insured Retirement Plan
Indexed Universal Life – “the new kind”
Dispensary Owner and Key Employee Plans
A review of Case Studies
Opportunity for Questions & answers

Click the following link to join the Webinar:
Join Zoom Meeting
https://us02web.zoom.us/j/86464867041?pwd=[REDACTED]
Michael Seabolt is currently the managing member of Flower Risk Advisors, LLC – a cannabis industry-focused tax and risk mitigation consultancy. In this
role, Michael consults with cannabis business owners and executives, and their tax and legal advisors, providing risk and tax management solutions for the legal cannabis and hemp industries. Michael has over 25 years of professional experience in the financial services industry, primary in wholesale distribution of managed money, investment advisory and insurance space.
Download PDF brochure: Cannabis Industry Financial Solutions PDF

Basics of Insurance Coverage for the Cannabis Industry - One Hour CE Webinar
2021-02-10 10:00 - 11:00
For NAIFA-Arizona Members
Join us for this One Hour CE Webinar
Second in a series of three on Cannabis and the insurance industry
February 10, 2021
10:00 a.m. – 11:00 a.m.
“Basics of Insurance Coverage for the Cannabis Industry”
No Fee for NAIFA-Arizona Members – click the following link to register Register in advance for this meeting:
REGISTER HERE
After registering, you will receive a confirmation email from Danielle Hernandez containing information about joining the meeting.
During this webinar you will learn:

The Current State of Use
An Overview of Policies
General Liability – what will it cover
Products Liability – what will it cover
Workers Compensation
Cyber Liability
Errors and Omissions.

Session open to all members – may appeal especially to Multi-Line members.
Presenter: Danielle Hernandez
A seasoned Insurance Consultant consulting a variety of industries within her 16 years of experience. For the past 4 years, Danielle has provided
insurance consulting for local, national and publicly traded REITS within the Cannabis Sector. She currently serves as a Board Member of Arizona Cannabis Chamber of Commerce.
REGISTER HERE

Cannabis, Hemp, Marijuana and the Insurance Industry - One Hour CE Webinar
2021-01-14 14:00 - 15:00
NAIFA-Arizona is pleased to offer to its Members this One Hour CE Webinar
Program title: “Cannabis, Hemp, Marijuana and the Insurance Industry”
What is this stuff? Learn: what the laws authorize and what the laws punish re: Cannabis. If I sell insurance/investment products to Cannabis businesses, will I go to jail? So, you want to do business with Cannabis businesses…what are potential liabilities? Who are these Cannabis Businesses & the Best Practices for doing business with them? Plus, the state of the Cannabis Business, now and beyond.
Date: January 14, 2021
Time: 2:00 p.m. – 3:00 p.m. (Arizona time)
Cost: No Registration Fee
Presenter: Janet E. Jackim
Best Lawyers in America Honoree, Janet brings Fortune 500 business practices and legal skills to private companies, with a cutting-edge emphasis on Arizona legal cannabis industry.
Click the following link to register: https://zoom.us/webinar/register/8716079724658/WN_O9e5bTYcSqGwXHbwW8K0VQ
DOWNLOAD PDF Brochure: January Cannabis Webinar Brochure
Ms. Jackim is a Partner in the Zuber Lawler & Del Duca, LLP law firm. She serves on the Board of Directors of the Arizona Cannabis Chamber of Commerce; on the Legal Committee of the National Organization for the Reform of Marijuana Laws (NORML); as Secretary of the Arizona Cannabis Bar Association; and, until recently, was a Co-Chair of the Meritas Cannabis Practice Steering Committee of North America, working with law firm affiliates across the United States. Janet is a frequent speaker for the Chamber, the Marijuana Industry Trade Association, the Arizona and Cannabis Bar Association, Global Go and the Benzings news platform. She can be reached at jjackim@zuberlawler.com or 480.513.9288 (cell). Presently, she is conducting numerous M&A transactions across the country, facilitating the consolidation of the US cannabis industry. She has repeatedly been feted for her leadership in this industry, including having been awarded the Arizona 2020 Leader of the Year Award in Law by the Arizona Capitol Times.

Zuber Lawler Law & Del Duca LLP: “A global leader in traditional and emerging industries, including cannabis, cryptocurrencies, e-sports and intellectual property rights.” Zuber Lawler & Del Duca LLP, 2390 E. Camelback road #318, Phoenix, Arizona 85016

Closely Held Business Transfer and Exit Strategies
2020-12-17 09:00 - 10:00
One Hour Continuing Education Webinar
Sponsored by Westpac Wealth Partners and Guardian
NAIFA-Arizona is pleased to be able to offer this program, at no cost, to its members.
December 17, 2020
9:00 a.m. – 10:00 a.m. (Arizona time)
Click this link to register:
https://zoom.us/webinar/register/WN_huvS6hJOTT2oPf8VSlY0bw
Topic: “Closely Held Business Transfer and Exit Strategies”
Do you have business owner clients who are considering options for exiting the business? Do they have family members as potential candidates for their succession plan? Do they have key employees they are considering as their successors? What are their best options? Learn ways closely held business owners can either sell their interest to a co-owner, or transfer the business to a family member during life or at death; and, various planning techniques and tax funding implications, as the business may be the most valuable asset of your clients. Case studies will be used to illustrate.
Course Presenter:

Jessica Ciccarelli, CLU, ChFC
Also featuring Guest speaker:
Vincent M. D’Addona, MSFS, CLU, ChFC,
CExP, RICP, CEPA, AEP (Distinguished)

Download PDF brochure: Download Here.

Seeing the Trees in the Forest: Opportunities to Assist Your Clients with Disability Income Protection
2020-11-17 09:00 - 10:30
NAIFA-Arizona is pleased to offer to its members this WEBINAR:
One Hour Continuing Education Webinar
“Seeing the Trees in the Forest: Opportunities to Assist Your Clients with Disability Income Protection”
Like the trees in the forest, disability income opportunities abound – however, how do you recognize them?
In this webinar, you will learn:

Internal workings of individual disability income protection – including student loan protection
Group disability – how to assist business owner clients
Business uses of disability coverage (overhead, loan, key person, retirement security, disability buy/sell)

Date: November 17, 2020
Time: 9:00 a.m. (Arizona time)
Please register prior to 11/13/2020
Register in advance for this webinar by clicking on this link: https://us02web.zoom.us/webinar/register/WN_hJCReqHNS8aK98vgP_zbsQ
After registering, you will receive a confirmation email containing information about joining the webinar. Please register by November 13, 2020.
Bart Spencer, Presenter

When many people in the industry think of disability income protection, one of the first names that comes up is Bart Spencer, “The DI Nut”. He is the Director of Disability and Long Term Care Insurance at Allegis Advisor Group, South Jordan Utah. He got his start in disability protection in 1992 and in 2007 dedicated his full-time focus to disability insurance.
To Download Brochure: NAIFA Arizona CE Disability Webinar PDF

Life Care Planning for Families Who Have Children With Special Needs
2020-10-22 09:00 - 10:45
This Program is for NAIFA-Arizona Members:
You have an opportunity to learn how to make a difference in the lives of your clients
by attending this ‘Special’ Webinar Program. (Includes One Hour Arizona CE Credit)
Date: October 22, 2020
Time: 9:00 a.m. – 10:45 a.m.
Must Register no later than October 16, 2020
Note: Must Register with NAIFA-Arizona by clicking registration button below in
order to receive CE credit. You will then receive another link which you will need
to click onto to register for the actual program. Upon second registration, you will
receive, from speaker Karen Starbowski, a confirmation & the Meeting Access
Link unique to you to use, to join on the actual date of the program.
Panel of three will address:
What happens to Parents when they don’t plan.
Special Needs Trusts & Guardianship.
How to create a Life Care Plan.

Karen Starbowski, CLU, ChSNC, Special Care Planner – Karen’s mission is to help
families plan for the future of their dependents with special needs by providing education and
financial solutions, which can help maintain a lifetime of quality care. As a Special Care Planner,
she assists with the development of valuable strategies to accommodate the diverse concerns of
special needs families.
Jon Meyers – Jon is Executive Director of The Arc of Arizona. Jon’s background in the non
profit sector spans nearly 30 years and ranges from the arts and education to social services. Prior
to joining The Arc, he held development and executive positions with, among others, The
Leukemia & Lymphoma Society, Arizona State University/ASU Foundation, Thunderbird School
of Global Management and Ronald McDonald House Charities.
Emily B. Kile, Esq. – Emily is Past President of the Arizona Chapter and a member of the
Academy of Special Needs Planners and the Special Needs Alliance. Her practice is focused on
estate planning and related matters, including Medicaid, VA and long term care planning, special
needs planning, guardianship and conservatorship issues and estate settlement/probate.
Program Sponsor:

NAIFA-Arizona would like to invite you to participate in its Community Service Program by your consideration of making a donation, by check, payable to
FristPlace. Please send to NAIFAArizona, P. O. Box 4728, Scottsdale, AZ 85261. Thank you, in advance, for your generous support.
“First Place AZ” develops new residential models that maximize independence, community integration, personal enrichment and quality of life for individuals with autism and other neuro-disversities.

Click here to REGISTER

Ethics Lessons for Financial Professionals
2020-09-10 13:00 - 14:00
We are pleased to offer, complimentary to our members, this one hour virtual opportunity on ‘Ethics’ – which qualifies for one hour Arizona Continuing Education Credit.
Date: September 10, 2020
Time: 1:00 p.m. – 2:00 p.m. (Arizona time)
Topic: ‘Ethics Lessons for Financial Professionals’
Ethics is a crucial part of being a financial advisor. It is one thing to understand the terms and laws, but this course teaches, through actual powerful case
studies, the impacts and consequences of unethical behavior.
Presenter: Bart Spencer
Bart is the director of disability and long term care insurance at Allegis Advisor Group, South Jordan, Utah. He has spoken to many industry groups, including NAIFA, Utah Health Underwriters and FPA; as well as company events for Ameritas and the International DI Society.
Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_q7-Tr4HDRf23nqe4mtt6yg
After registering, you will receive a confirmation email containing information about joining the webinar.

Safeguarding Income and Retirement - One Hour Free CE Opportunity
2020-06-24 10:00 - 11:00
One Hour FREE CE Opportunity!
This webinar presented for NAIFA-Arizona by Ohio National Financial Services
Presenter: Dana J. Campion, RHU
Dana has been in disability insurance brokerage and wholesaling since 1995. He was awarded his Registered Health Underwriter (RHU) designation in 2001. He has taught numerous Continuing Education courses and served as a LUTC moderator for NAIFA.
Webinar Event:
June 24, 2020
10:00 a.m. – 11:00 a.m.
Topic: ‘Safeguarding Income and Retirement’
This course focuses on Disability Insurance. In it, you will learn:
– Why offer Income Protection
– Student Debt concerns
– Safeguarding Retirement
– Finding the Right Product for your clients
Please note: Registration deadline is Friday, June 19, 2020. The registration information will provide us the information necessary to file your Arizona CE credit. Once registered, you will receive an e-mail confirmation with the Zoom Meeting Invitation link. Roll Call will be taken on the Zoom meeting.
REGISTER HERE
Download Brochure here: Continuing Education Opportunity [PDF]

CANCELLED: Cannabis Educational Event: Facts, Effects, Hazards & the Insurance Industry
2020-04-21 09:00 - 12:15
CANCELLED: Spring Program April 21, 2020 2 Hours CE
“Cannabis Educational Event: Facts, Effects, Hazards & the Insurance Industry”
9:00 a.m. Registration – Program 9:45 a.m.-12:15 p.m.
16751 E. Glenbrook Boulevard, Fountain Hills, AZ 85268
Janet E. Jackim
Best Lawyers in America honoree, Janet brings Fortune 500 business practices and legal skills to private companies, with a cutting-edge emphasis on Arizona’s legal cannabis industry.
Presentation (one hour CE credit):
“What is this stuff? Cannabis, Marijuana, Hemp, THC, CBD;”
Learn:
What the laws authorize and what the laws punish re: Cannabis. If I sell insurance/investment products to Cannabis businesses, will I go to jail? So, you want to do business with Cannabis businesses…what are potential liabilities? Who are these Cannabis Businesses & the Best Practices for doing business with them. Plus, the ‘state of the Cannabis Business in 2020 and beyond.
Read more about Janet Jackim here.

Danielle Hernandez
In the insurance industry over 16 years, for the past 4 years, Danielle has provided insurance consulting for local, national and publicly traded REITS within the Cannabis Sector.
Breakout Session for P/C Agents (one hour CE credit):
“Basics of Insurance Coverage for the Cannabis Industry”
Learn: the Current State of Use; an overview of policies; general liability – what will it cover; product liability – what will it cover; worker’s compensation; cyber liability; errors and omissions.

Tad Mihalopoulos, ARPC
Tad is an Accredited Retirement Plan Consultant. He started in the retirement industry over 20 years ago. His focus is on constructing and maintaining optimally designed retirement plans by wholesaling for both record keepers and Third Party Administrators.
Breakout Session for L/H Agents (one hour CE credit)
“Retirement Planning for the Cannabis Industry”.
Learn: Corporate structure of the Cannabis Industry. Why offer a Retirement Plan to Cannabis Companies? How do you offer a 401(k) Plan to the Cannabis & CBD industry and what is needed. Legitimacy. Healthcare offerings. Corporate tax savings.

NAIFA-Arizona Members – No Fee Non-Members: $40 Fee
Members and Non-Members Must Register
CANCELLED
REGISTER HERE

DOWNLOAD THIS AS A PDF BROCHURE.

CANCELLED: Celebrating the Outdoors with Your Colleagues & Families
2020-04-04 11:00 - 15:00 | Desert Breeze Park, 660 N Desert Breeze Blvd E, Chandler, AZ, United States
Sorry, this is now Cancelled due to current conditions.
Join us for a fun-filled day of Softball, Bocce Ball, Corn Hole & Picnic
April 4, 2020
11:00 a.m. – 3:00 p.m.
Desert Breeze Park – Acacia Pavilion
660 North Desert Breeze Blvd E, Chandler, Arizona
Open to all members and member’s families! No registration fee – but must register!
Event sponsored by NAIFA-Arizona
MAKE YOUR RESERVATION NOW!

Enhance your Influence & Success and See Where It Takes You!
2020-03-20 14:00 - 16:00 | The Pavilions at Talking Stick Shopping Center, 9119 E. Taking Stick way, Scottsdale, AZ, 85250, United States
Never Forget Another Name…Or Anything Else For That Matter!
Attend the next NAIFA-Arizona Program, and learn from:
Sean O’Neil
“Memory Dynamics”
March 12, 2020
2:00 p.m. – 4:00 p.m.
Octane Raceway
The Pavilions at Talking Stick Shopping Center
9119 E. Taking Stick way, Scottsdale 85250
Free to NAIFA-Arizona Members
Non Members: $40.00 – No refunds for ‘no shows’
Members and Non-Members Must Register to Attend
REGISTER HERE
Sean O’Neil is the President of Remember Media and is also the Founder and CEO of Memory Dynamics. Sean is one of the most sought after presenters in the country. He is regarded as one of America’s most entertaining and motivating speakers on the topic of developing an instant-recall memory. Combining humor and entertainment along with immediately-applicable ‘how-to’ information, Sean equips attendees with both the skills and confidence to skyrocket memory power to the next level and multiply recall ability exponentially. Learn this and use the ability to help you and your clients! For more information about Sean, see attached file.
“By registering for, or attending or participating in this program, you grant NAIFA and NAIFA-Arizona permission to use your likeness in photographs and video taken at the event in NAIFA and NAIFA-Arizona publications, websites, social media, and other materials, without payment, royalty, acknowledgment or other consideration.”
WHO IS Sean O’Neil?
