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 […]
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 - […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 MembersWho 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 […]
