Tax Reduction Strategies for the Insurance and Financial Professional

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 […]

“Ethics” Course [In-Person] – 4 Hours Arizona CE Credit Robin Mueller, LUTCF – Back by popular demand!

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 […]

Free

Vanessa Bucklin Presents The Penultimate Step Webinar

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 […]

The Secondary Market for Life Insurance: Current Trends, New Applications

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 […]

Free

Insightful Learning

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 Truth Behind Long Term Group Disability

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 […]

2022 Congressional Conference

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 […]

NAIFA’S 7TH ANNUAL DIVERSITY SYMPOSIUM

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 […]

The One Page Intergenerational Business & Marketing Plan – Webinar

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 […]