BEGIN:VCALENDAR VERSION:2.0 PRODID:-//NAIFA-AZ Association Representing Licensed Insurance Agents - ECPv6.15.17.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:NAIFA-AZ Association Representing Licensed Insurance Agents X-ORIGINAL-URL:https://naifa-az.org X-WR-CALDESC:Events for NAIFA-AZ Association Representing Licensed Insurance Agents REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Phoenix BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0700 TZNAME:MST DTSTART:20190101T000000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20221028T090000 DTEND;TZID=America/Phoenix:20221028T122000 DTSTAMP:20260403T104810 CREATED:20221006T213647Z LAST-MODIFIED:20221006T222601Z UID:2492-1666947600-1666959600@naifa-az.org SUMMARY:What Solutions the C-Suite are Really Looking For! - NAIFA-Arizona 'Fall' Program DESCRIPTION:Hello Fall! With the weather finally getting cooler\, it’s time for some warm-up programs! \nDate: October 28\, 2022\nTime: 9:00 a.m. Registration\n9:30 a.m. Program\n12:20 p.m. Adjourn\nLocation:\nFairway Mortgage Building\n55 N. Arizona Place\nChandler\, Arizona 85225 \nNo fee for NAIFA-Arizona Members – but must Register in advance. \nProgram includes one hour Arizona CE credit. Note: the CE course was last presented virtually in October 2020. \nREGISTER\nHow companies retain and attract top talent and leadership through company culture\, people and values echoed through protection and compensation structures. \nRick will discuss the solutions he and his team design and implement to help companies do just that. \nRick Beyer has been in the insurance and financial services industry here in Arizona for almost two decades. He has been awarded the NAIFA Quality Award 15 consecutive years\, achieved MDRT in his first year\, Court of the Table within his first 7 years and Top of the Table every year thereafter. His experience and success with the top mutual insurance carriers has been extensive. He understands the business\, high-net worth\, and estate marketplace as it relates to executive compensation\, benefits\, succession planning and estate preservation. \n  \n \nKaren Starbowski\n‘Life Care Planning for Families\nwith Special Needs Children\n(1 Hour Az CE) 10 Basic Financial Steps for Special Needs Caregivers – this course will discuss steps to help caregivers get started in preparing for the financial future of their dependent with special needs. It addresses such critical issues as applying for government benefits for Social Security and Medicaid\, creating a Special Needs Trust\, the importance of a Will and considering a Letter of Intent. These steps ensure the types of care and quality of life for a loved one’s well-being today and tomorrow. \nKaren Starbowski has been practicing since 2007 and has been a Financial Planner with MassMutual since 2010. She has completed her SpecialCare Planning designation\, ChSNC through the American College and uses her financial planning passion to assist families who have loved ones with special needs and has developed a unique network of professionals within the Special Needs Community. \n  \nConnie Kadansky\n‘The Inner Game of Prospecting’\nGet your ‘ask’ in gear Are you tired of hiding\, denying and suppressing your Sales Call Reluctance? Are you stressing over the fact that you are not seeing enough new prospects? What would it be like to have 8-10 weekly meetings with new prospects? Call Reluctance affects more than the ability to pick up the phone to initiate contact with potential buyers successfully. It affects your followthrough\, ability to ask for referrals\, give seminar presentations\, ask for the business\, and even recommend a higher-priced option. The good news is that Call Reluctance is learned\, which means you can unlearn it. \nConnie Kadansky\, President of Exceptional Sales Performance\, has presented at NAIFA National twice\, MDRT Global\, GAMA and NAIFA State forums throughout the U.S. The Advisor Today\, Horsesmouth\, and Insurance Newsnet has published several of her articles. A seasoned financial advisor said\, “Thanks to Connie’s coaching\, I landed a $2\,000\,000 account that I rendered hopeless.” \n  \nREGISTER URL:https://naifa-az.org/event/what-solutions-the-c-suite-are-really-looking-for-naifa-arizona-fall-program/ LOCATION:AZ ATTACH;FMTTYPE=image/png:https://naifa-az.org/wp-content/uploads/2022/10/Screenshot-2022-10-06-at-2.36.11-PM.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20220920T090000 DTEND;TZID=America/Phoenix:20220920T094500 DTSTAMP:20260403T104810 CREATED:20220815T190822Z LAST-MODIFIED:20220815T190822Z UID:2473-1663664400-1663667100@naifa-az.org SUMMARY:Aligning Performance in the Digital Era - NAIFA-Arizona Webinar DESCRIPTION:Join us for this fast-paced 45 minute energetic webinar. While there is no CE credit for this webinar: \nPerry Olson will challenge\, motivate and entertain you with his powerful message about unleashing the full potential of your practice/agency in\nyour community. You will be challenged to reconsider conventional thinking about ‘opportunity’ and walk away with practical ideas on how to take advantage of the opportunities that exist in every single community. \nNo Pre-Registration Required. No Fee for Members.\nOn September 20th at 9:00 a.m.:\nClick the following link to Join Meeting.\nMeet Perry Olson…\nPerry has been an Insurance Agent for 16 years and has grown his agencies to almost 14\,000 households and 25\,000 policies. He opened his first agency in 2006\, with only one team member. Currently\, he employs 30 team members. Perry believes in helping others by giving back to his community and individuals. He is passionate about the industry and helping other agents become successful\, and has spoken to groups more than 300 times. \nOriginally from South Dakota\, he relocated to Las Vegas in 2002. and joined State Farm in 2006. Perry has not only been successful with the launch of his agency\, but he also did it during an economic downturn\, when Las Vegas was suffering from a depressed real estate market. Perry opened his second new market agency in 2014 and he was the first agent to open the third agency in 2021. \nDOWNLOAD PDF BROCHURE HERE URL:https://naifa-az.org/event/aligning-performance-in-the-digital-era-naifa-arizona-webinar/ LOCATION:AZ ATTACH;FMTTYPE=image/webp:https://naifa-az.org/wp-content/uploads/2022/08/AdobeStock_230433825.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20220816T080000 DTEND;TZID=America/Phoenix:20220818T170000 DTSTAMP:20260403T104810 CREATED:20220214T185201Z LAST-MODIFIED:20220214T185201Z UID:2315-1660636800-1660842000@naifa-az.org SUMMARY:NAIFA APEX Conference DESCRIPTION:NAIFA APEX Conference \nAugust 16-18\, 2022 \nIn-Person – Arizona Biltmore \n  \n\nApex is NAIFA’s new signature event focused on providing innovative sales and marketing ideas to financial services professionals who serve individuals\, families\, and small businesses across the United States. The new brand reflects the concept of a “race to the top” to target those advisors who seek continuous improvement in increasing production and providing financial security to more Americans. The inaugural Apex event will be August 16-18 at the Arizona Biltmore Hotel in Phoenix. \nApex is a completely redesigned pure-play sales summit and sales-incentive meeting rolled into one. Following 2022\, the Apex brand will launch a regional conference model to allow more American advisors access to top speakers with increased flexibility in engaging with the event throughout the year. The regional model will make Apex more accessible and inclusive for busy advisors. Based on NAIFA’s national collaborative structure\, the association is uniquely positioned to allow success-driven financial professionals to regularly interact with thought leaders without traveling too far from home. Holding regional events\, instead of one national event per year also will allow more speakers\, members\, and sponsors to participate. \n“Apex focuses on a race to the top\,” stated NAIFA President Lawrence Holzberg\, LUTCF\, LACP\, one of the visionaries of the redesigned event. “We intend for this to be the sales summit event for agents and advisors who serve Main Street America. This is not a global event—we are focused on preparing financial advisors to better serve and protect our changing USA. American financial services professionals are the backbone and the heartbeat of the American economy. We intend to not only protect our stake in it\, but to elevate the stature of the Main Street advisor working every day for American families and small businesses.” \nApex replaces NAIFA’s Performance+Purpose annual meeting\, which has been linked with a convention-style\, election-style event instead of having professional development at its focus. Apex separates NAIFA’s past from its present and goes beyond simply rebranding the Performance+Purpose meeting to create a completely new event. Apex’s absolute focus on personal performance will appeal to a wider range of professionals to help them reach their highest level of success. It is a game-changer for agents and advisors striving to be the best professionals they can be. URL:https://naifa-az.org/event/naifa-apex-conference/ LOCATION:AZ ATTACH;FMTTYPE=image/png:https://naifa-az.org/wp-content/uploads/2022/02/Apex-social-media-banners-1000x620px-blogpost.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20220727T090000 DTEND;TZID=America/Phoenix:20220727T100000 DTSTAMP:20260403T104810 CREATED:20220702T000118Z LAST-MODIFIED:20220702T000305Z UID:2459-1658912400-1658916000@naifa-az.org SUMMARY:Course title: "Group Benefits Basics" One CE Credit DESCRIPTION:Course title: “Group Benefits Basics”\nQualifies for One Hour Arizona CE Credit\nGroup 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. \nJuly 27\, 2022\n9:00 a.m. – 10:00 a.m.\nClick the following link to register: https://allegisag.zoom.us/meeting/register/tZcrdCtpjsjEtd3l6acMCUYri9H2BIgGHEU \n \n  \nBart 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\ncareer 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. \n \n  \n  \nREGISTER URL:https://naifa-az.org/event/course-title-group-benefits-basics-one-ce-credit/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2022/07/Image-2022-07-01-at-5.01.49-PM.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20220630T080000 DTEND;TZID=America/Phoenix:20220630T120000 DTSTAMP:20260403T104810 CREATED:20220531T004927Z LAST-MODIFIED:20220531T010655Z UID:2431-1656576000-1656590400@naifa-az.org SUMMARY:In-person 'Classroom' Program DESCRIPTION:In-person ‘Classroom’\nProgram: June 30\, 20228:30 a.m. – Registration \n9:00 a.m. – Noon – Program\nThe Shelter Church13832 N. 32nd Street\, Phoenix\, Arizona 85032\nNo Registration Fee for NAIFA-Arizona Members\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Who Owns Your Life Insurance Policy – two hours Az CE Credit\nTodd Janower\, JD\, LLM\, CLU\, ChFC\nTodd 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. \n \n \n \n \n \n \n \n \n \n \n \n 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. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Closed Doors Equal Opportunities!\nUndrea Smith\, RICPEast Valley RetirementNAIFA-Arizona President\nUndrea’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. \n \n \n \n \n \n \n \n \n \n \n \n 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. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n The Power of Optimism…\nAndy Dzurinko\, CLU\, ChFC\nAndy 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. \n \n \n \n \n \n \n \n \n \n \n \n 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. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n A Gift of A Lifetime\nDavid R. Kroll\, CLU\, ChFC\, LUTCFWealth Management Advisor\nDave 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. \n \n \n \n \n \n \n \n \n \n \n \n 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. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Click here to REGISTER\n \n \n \n \n \n Download a PDF brochure for this event: NAIFA Arizona Summer School Session URL:https://naifa-az.org/event/in-person-classroom-program/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2022/05/apple-gd562e8756_1280.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20220609T130000 DTEND;TZID=America/Phoenix:20220609T170000 DTSTAMP:20260403T104810 CREATED:20220523T205701Z LAST-MODIFIED:20220523T210921Z UID:2419-1654779600-1654794000@naifa-az.org SUMMARY:ADVANCED PRACTICE SYMPOSIUM - Scottsdale\, AZ DESCRIPTION:June 9th\, 2022 | 1-5 pm\nThe Scott Resort & Spa | Scottsdale\, Arizona\nAbout\nJune 9th\, 2022 | 1-5 pm\nThe Scott Resort & Spa | Scottsdale\, Arizona \nLearn more & register:\ntheapcenter.org \nFeatured Speakers\n \nMark 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. \n \nSteve 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. \n \nSam 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. \n \nAndrew 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. \nVenue:\nThe Scott Resort & Spa\n4925 North Scottsdale Road\nScottsdale\, Arizona 85251 \nCost:\n$69 for NAIFA & FSP Members\n$99 for Non-Members\n$650 per Agency\nTake an additional 20% off with code: APC20 \nSchedule\n1:00 – 1:30 pm: Registration Opens \n1:30 – 2:30 pm: How\, When\, and Why to Present a Cash Balance Plan with Mark Massey\, SMA Serrvices\, Inc. \n2:30 – 2:45 pm: Break \n2:45 – 3:45 pm: Expanding Your Business Client Opportunities with Nonqualified Benefits with Steve Broadbent & Sam Robert\, Fulcrum Partners \n3:45 – 4:00 pm: Break \n4:00 – 5:00 pm: Opportunities for Business Owners in 2022 & Beyond with Andrew Rinn\, JD\, CFP\, CLU\, ChFC\, Ameritas \n5:00 – 6:00 pm: Cocktail Reception \nRegister at:\ntheapcenter.org\nNAIFA 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. \nDownload the PDF brochure APC Symposia Event Flyer (Phoenix) for NAIFA with 20% off Code PDF URL:https://naifa-az.org/event/advanced-practice-symposium-scottsdale-az/ LOCATION:The Scott Resort & Spa ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2022/05/APC-Symposia-Event-Flyer-for-NAIFA-Adobe-Acrobat-Reader-DC-64-bit-2022-05-23-at-1.55.39-PM.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20220525T090000 DTEND;TZID=America/Phoenix:20220525T100000 DTSTAMP:20260403T104810 CREATED:20220505T223543Z LAST-MODIFIED:20220505T223543Z UID:2412-1653469200-1653472800@naifa-az.org SUMMARY:The One Page Intergenerational Business & Marketing Plan - Webinar DESCRIPTION:May 25\, 2022 – 9:00 a.m. – 10:00 a.m. (Arizona time) Webinar\nQualifies for One Hour Arizona CE Credit\nNo fee for NAIFA-Arizona Members\nREGISTER \n‘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. \n \n  \nClick link to Register\n\nhttps://attendee.gotowebinar.com/register/980746102838663949 \nDOWNLOAD a PDF brochure: NAIFA Arizona May CE Webinar URL:https://naifa-az.org/event/the-one-page-intergenerational-business-marketing-plan-webinar/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2022/05/Image-2022-05-05-at-3.33.42-PM.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20220523T090000 DTEND;TZID=America/Phoenix:20220523T120000 DTSTAMP:20260403T104810 CREATED:20220224T181742Z LAST-MODIFIED:20220224T182305Z UID:2334-1653296400-1653307200@naifa-az.org SUMMARY:NAIFA'S 7TH ANNUAL DIVERSITY SYMPOSIUM DESCRIPTION:About the Symposium\nThe first Diversity Symposium was held in May 2017. Since that time\, NAIFA has hosted at least one symposium each year. \nEven 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. \nThe 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. \nSupport the Symposium\nInterested in supporting NAIFA’s work and showcasing your organization’s thought leadership in this area? \nDOWNLOAD THE SPONSOR PROSPECTUS \nAttend the Symposium\nMay 23\, 2022 | 9 am – 12 pm\nMarriott Renaissance DC Downtown\n999 9th St NW\nWashington\, DC 20001 \nREGISTER TO ATTEND \nThe 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. URL:https://naifa-az.org/event/naifas-7th-annual-diversity-symposium/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2022/02/Image-2022-02-24-at-11.15.51-AM.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20220523T080000 DTEND;TZID=America/Phoenix:20220524T170000 DTSTAMP:20260403T104810 CREATED:20220220T225849Z LAST-MODIFIED:20220220T230120Z UID:2330-1653292800-1653411600@naifa-az.org SUMMARY:2022 Congressional Conference DESCRIPTION: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. \nDates: May 23-24\, 2022\nFormat: Face-to-Face\, Washington\, D.C. \nREGISTER \nTravel 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. \nTravel Stipend Eligibility Requirements: To be eligible for the $300 stipend\, you must: \n\nBe a current NAIFA member as of May 24\, 2022;\nActually\, attend the Congressional Conference;\nHave paid your $100 registration fee;\nStay at the official Conference hotel (unless your residence or principal place of business is in the immediate Washington\, DC area); and\nSubmit a debriefing form\, which summarizes each meeting you attended with a member of Congress\, or your passport visits.\n\nDay 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. \nCancellation 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. \nPlease 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. URL:https://naifa-az.org/event/2022-congressional-conference/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2022/02/lossy-page1-1200px-Aerial_view_United_States_Capitol_building_Washington_D.C_LCCN2010630477.tif.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20220428T090000 DTEND;TZID=America/Phoenix:20220428T100000 DTSTAMP:20260403T104810 CREATED:20220328T215122Z LAST-MODIFIED:20220328T215122Z UID:2397-1651136400-1651140000@naifa-az.org SUMMARY:The Truth Behind Long Term Group Disability DESCRIPTION:Date:  April 28\, 2022\nTime:  9:00 a.m. – 10:00 a.m.\nWebinar:  No Fee for NAIFA-Arizona Members\n  \nThis 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. \nPresenter: Travis Christy \nPresenter: Travis Christy\nTravis 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. \nREGISTER URL:https://naifa-az.org/event/the-truth-behind-long-term-group-disability/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2022/03/NAIFA-Arizona-Spring-CE-Webinar-2022-03-28-at-2.47.09-PM.pdf-Adobe-Acrobat-Reader-DC-64-bit.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20220325T083000 DTEND;TZID=America/Phoenix:20220325T120000 DTSTAMP:20260403T104810 CREATED:20220220T021152Z LAST-MODIFIED:20220220T021240Z UID:2319-1648197000-1648209600@naifa-az.org SUMMARY:Insightful Learning DESCRIPTION:WELCOMEBack\nMarch 25\, 20228:30 a.m. Registration9:00 a.m. – Noon – Program\nLocation:Finance of America16427 N. Scottsdale Road #210Scottsdale\, Arizona 85254 \nNo Registration Fee for NAIFA-Arizonamembers. \nNAIFA-Arizona is pleased to offer thisprogram featuring: \nRobin 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. \nMDRT 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.” \nBarry McBride\, CLU – Sun Cornerstone Group –MDRT 31 years – Top of the Table\, Qualifying and LifeMember \nNote: Photos taken at event may be used in Social Media Platforms \nJim 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! \n \n \n \n \n \n \n \n Register URL:https://naifa-az.org/event/insightful-learning/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2022/02/Image-2022-02-19-at-6.56.20-PM.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20220217T090000 DTEND;TZID=America/Phoenix:20220217T100000 DTSTAMP:20260403T104810 CREATED:20220115T000824Z LAST-MODIFIED:20220115T001250Z UID:2306-1645088400-1645092000@naifa-az.org SUMMARY:The Secondary Market for Life Insurance: Current Trends\, New Applications DESCRIPTION:Thursday\, February 17\, 2022 – 9:00 a.m. Arizona Time (11:00 a.m. EST)\nThe Secondary Market for Life Insurance: Current Trends\, New Applications\nClick on the following link to register – confirmation will come from Coventry:\nhttps://coventry-ec.webex.com/coventry-ec/onstage/g.php?MTID=e794165096d98e7ca29603d92a4a34400 \nPresenter: Peter M. Hershon\nPeter 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. \nCourse Description:\nThis 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\npresented by the market. \nThe course qualifies for one hour of Arizona Continuing Education Credit. \nNAIFA-Arizona Exclusive – no registration fee for members. \nTo download a PDF brochure click: NAIFA Arizona February 2022 CE webinar2.pdf URL:https://naifa-az.org/event/the-secondary-market-for-life-insurance-current-trends-new-applications/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2022/01/NAIFA-Arizona-February-2022-CE-webinar2.pdf-Adobe-Acrobat-Reader-DC-64-b..-2022-01-14-at-5.05.43-PM.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20220113T110000 DTEND;TZID=America/Phoenix:20220113T120000 DTSTAMP:20260403T104810 CREATED:20211215T213914Z LAST-MODIFIED:20211215T214148Z UID:2297-1642071600-1642075200@naifa-az.org SUMMARY:Getting Better Every Day Through the Coach Approach" and "The Power of Words in Life & Business". DESCRIPTION:HAPPY NEW YEAR – HAPPY NEW YOU\nJoin 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\nThrough the Coach Approach” and “The Power of Words in Life & Business”. There is no registration fee. \nJanuary 13\, 2022 – Arizona time: 11:00 a.m. – Noon (1:00 p.m.-2:00 p.m. EST) \nRegister in advance for this program by clicking on the following link: \nhttps://us02web.zoom.us/meeting/register/tZMocuGrqz4iHdbYCmce0LSUhip3sQenjcEE \nAfter registering\, you will receive a confirmation e-mail containing information about joining the meeting. \n \nDoug 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! \nThe program is joint with NAIFA-Michigan and does not qualify for Continuing Education Credit. \nDownload brochure here NAIFA Arizona January 2022 Brochure. \n  URL:https://naifa-az.org/event/getting-better-every-day-through-the-coach-approach-and-the-power-of-words-in-life-business/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2021/12/NAIFA-Arizona-January-2022-webinar2-2021-12-15-at-2.38.45-PM.pdf-Adobe-Acrobat-Reader-DC-64-bit.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20211116T110000 DTEND;TZID=America/Phoenix:20211116T120000 DTSTAMP:20260403T104810 CREATED:20211101T211543Z LAST-MODIFIED:20211101T211713Z UID:2287-1637060400-1637064000@naifa-az.org SUMMARY:Vanessa Bucklin Presents The Penultimate Step Webinar DESCRIPTION:Vanessa Bucklin\, MBA\, CLU\nAgent & Author \nVanessa 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. \nShe 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\nlicense 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. \nAuthor of the book\, “The Penultimate Step”\, Vanessa will share the many steps in her life – seizing opportunities\, searching\nand 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. \nWhile 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. \nNovember 16\, 2021\nTime: 11:00 a.m. – Noon\nPlease Register Using Following Link:\nhttps://us06web.zoom.us/webinar/register/WN_50qxGI0xTY-ar3rHsgyC1w \nAfter registering\, you will receive a confirmation email containing information about joining the webinar. \nDownload PDF brochure here: NAIFA Arizona Fall Webinar Program. URL:https://naifa-az.org/event/vanessa-bucklin-presents-the-penultimate-step-webinar/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2021/11/vasessa.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20211112T080000 DTEND;TZID=America/Phoenix:20211112T123000 DTSTAMP:20260403T104810 CREATED:20211007T213536Z LAST-MODIFIED:20211007T213559Z UID:2269-1636704000-1636720200@naifa-az.org SUMMARY:"Ethics" Course [In-Person] - 4 Hours Arizona CE Credit Robin Mueller\, LUTCF - Back by popular demand! DESCRIPTION:Friday\, November 12\, 2021\nRobin C. Mueller\, LUTCF\nRegistration: 8:00 a.m.\nProgram: 8:30 a.m. – 12:30 p.m.\nLocation:\n16751 E. Glenbrook Boulevard\nFountain Hills\, Arizona 85268\nFor NAIFA-Arizona Members ONLY!\nIn-Person Event – Limited to the first 45 Registrants\nNo Registration Fee – But MUST Register in Advance\n“Ethics” Course – 4 Hours Arizona CE Credit\nRobin Mueller\, LUTCF – Back by popular demand! \nNote: this Class was last presented in Arizona on November 1\, 2017. \nDisclosure: photos taken may be placed on NAIFA-Arizona Social Media platforms.\nThis 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. \nREGISTER HERE \n  \nRobin 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. \nHe 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. \nDownload the PDF brochure here NAIFA Arizona CE In-Person Event – November 2021 URL:https://naifa-az.org/event/ethics-course-in-person-4-hours-arizona-ce-credit-robin-mueller-lutcf-back-by-popular-demand/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2021/10/ethics.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20211015T093000 DTEND;TZID=America/Phoenix:20211015T120000 DTSTAMP:20260403T104810 CREATED:20210913T205103Z LAST-MODIFIED:20210913T205103Z UID:2255-1634290200-1634299200@naifa-az.org SUMMARY:Tax Reduction Strategies for the Insurance and Financial Professional DESCRIPTION:We are very pleased to offer you this important virtual program!\nJoint with NAIFA-Michigan and NAIFA-Montana\nPresented by: \nBradford Tax Solutions\n \nFriday\, October 15\, 2021\n9:30 a.m. – 12:00 p.m. Arizona Time \nHere are some important things you will learn:\n(1) HOW to recoup the money you lost during COVID-19 : two\nremarkable tax credits available to the self-employed for 2020 and\n2021 – Sick Leave and Family Tax Credits. \n(2) HOW TO deduct all of your FAMILY’s MEDICAL COSTS – even dental –\nas a BUSINESS expense! \n(3) HOW to safely qualify your Home Office for big tax deductions\, even if\nyou spend most of your office time at a professional office – one of the most\nimportant deductions this year. \n(4) CHANGES to your 2021 vehicle deductions – The biggest improvement\nin 60 years! \n(5) HOW to POWER BOOST your tax deductions – Learn the best strategies\nto get the most out of your new 2021 deductions! \nWhile this program does not qualify for CE credit\, after this seminar\,\nyou will have what you need to bring to your tax accountant\, so you\ncan keep more of your income this year and beyond! \nREGISTER HERE\nDownload brochure NAIFA Arizona – 2021 Tax Laws – Virtual Program. URL:https://naifa-az.org/event/tax-reduction-strategies-for-the-insurance-and-financial-professional/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2021/09/puzzle-2500328_1280a.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20210923T140000 DTEND;TZID=America/Phoenix:20210923T150000 DTSTAMP:20260403T104810 CREATED:20210902T163546Z LAST-MODIFIED:20210915T214320Z UID:2242-1632405600-1632409200@naifa-az.org SUMMARY:Coventry Virtual Executive Roundtable with Carroll Golden\, Executive Director with NAIFA LECP\, discussing life settlement trends DESCRIPTION:What’s Driving Life Settlement Growth?\n\n\n\n\nLECP WEBINAR SERIES\n\n\n\n\n\n\n\n\nSeptember 23\, 2021\, at 2 pm eastern\n\n\n\n\n\n\n\n\n\n\n\n\nCarrol Golden \nFeatured Speakers:\nCarroll Golden\, CLU\, ChFC\, CLTC\, CASL\, LACP\, FLMI\, Executive Director\, Limited and Extended Care Planning Center\nAlan H. Buerger\, Co-Founder and Executive Chairman\, Coventry\nPeter Hershon\, CLU\, ChFC\, Sr. Vice President Account Services\, Coventry\nPatrick Cahill\, CRPC\, RICP\, Head of Strategic Accounts\, Coventry\n\nSession Description:\nThe 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.\nTopics we will explore include: \n\nThe life settlement industry evolution and history.\nHow the marketplace is evolving\, including new capital sources driving flexibility and higher payouts for your clients.\nHow 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.\nThe latest laws and pending legislation that will impact your fiduciary responsibility.\nWhy more policy owners are open to selling their existing life insurance\nHow to identify life settlement opportunities in your client base and business growth plans.\n\nREGISTER HERE\nNAIFA LECP Coventry virtual executive roundtable invitation\, Sept. 23rd @ 2 PM EST \nRegistration: https://lecp.naifa.org/life-settlement-growth \n\n\n\n\n  \n  \nPhoto by Yan Krukov from Pexels URL:https://naifa-az.org/event/coventry-virtual-executive-roundtable-with-carroll-golden-executive-director-with-naifa-lecp-discussing-life-settlement-trends/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2021/09/pexels-yan-krukov-6818302.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20210921T100000 DTEND;TZID=America/Phoenix:20210921T110000 DTSTAMP:20260403T104810 CREATED:20210818T025641Z LAST-MODIFIED:20210818T025724Z UID:2232-1632218400-1632222000@naifa-az.org SUMMARY:Underwriting: Underutilized & Undervalued - One Hour CE Credit DESCRIPTION:Never too late for education!\nWe’re making your ‘back-to-school’ as easy as ABC! Join us for this webinar on\nSeptember 21\, 2021\n10:00 a.m. – 11:00 a.m. (Arizona time)\nNo registration fee for NAIFA-Arizona members\nProgram qualifies for One Hour CE Credit \nTo register: click on the following link. After registering\, you will receive a confirmation e-mail containing information about joining the webinar\nhttps://allegisag.zoom.us/webinar/register/WN_X45rMCetRo2UxJ3hLzFLjw \n“Underwriting: Underutilized & Undervalued”\nThis course will cover: \nTypes of Underwriting and go into Non-Medical\, Financial Underwriting (Personal and Business Life Insurance)\, Medical Underwriting (Past and\nCurrent History)\, and include case studies. \nCarriers are not all the same. Important to understand each part of the underwriting and how each can\nhelp your case in order to get your client the best offer possible. \nPresenter: Barney Tanner\nBarney 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. \nREGISTER URL:https://naifa-az.org/event/underwriting-underutilized-undervalued-one-hour-ce-credit/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2021/08/b2s.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20210727T093000 DTEND;TZID=America/Phoenix:20210727T103000 DTSTAMP:20260403T104810 CREATED:20210714T044445Z LAST-MODIFIED:20210714T153649Z UID:2224-1627378200-1627381800@naifa-az.org SUMMARY:How to Use Technology to Leverage Sales - A Motivational Webinar DESCRIPTION:Please join us for this motivational webinar\nDate: July 27\, 2021\nTime: 9:30 a.m. – 10:30 a.m. (Arizona)\nClick Button Below to Join the Meeting \nOutline:\nCaleb’s Story\nScaling 101\n3 Scaling Pillars:\n*How Technology Enhances Your Processes\n*Create/Strengthen Your Proprietary Process\n*Laveraged Impact: One-to-Many \n  \nMeet the Expert: Caleb Guilliams\nAfter 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. \n3 Scaling Pillars: Technology – Sales – Stages \nZOOM WEBINAR LINK \nZOOM WEBINAR LINK\n  URL:https://naifa-az.org/event/how-to-use-technology-to-leverage-sales-a-motivational-webinar/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2021/07/head.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20210622T100000 DTEND;TZID=America/Phoenix:20210622T110000 DTSTAMP:20260403T104810 CREATED:20210609T221414Z LAST-MODIFIED:20210609T231227Z UID:2214-1624356000-1624359600@naifa-az.org SUMMARY:Beyond the Monthly Benefit: Understanding Value Added Product Features DESCRIPTION:NAIFA-Arizona Members:\nWe are pleased to offer you this Summer CE Webinar!\n“Beyond the Monthly Benefit:\nUnderstanding Value Added Product Features”\nThis intermediate-level course is intended for agents and brokers who are familiar with the fundamental concepts of disability\ninsurance products. Understanding product features that impact when\, to what level\, and how long monthly benefits are paid\nand premiums waived are important for producers to know. This webinar will review key benefits that should be considered\nwhen evaluating and recommending disability coverage for clients. A case study will be used to explore how different product\nfeatures would impact a client at claim. \nPresenter:\nDana J. Campion\, RHU\nCost: No Fee for Members\nWhen: June 22\, 2021\nTime: 10:00 a.m. – 11:00 a.m.\nOne Hour Arizona CE Credit\nClick the button below to register\nNote: Registration confirmation e-mail will come from Jessica Ciccarelli with access for the login. \nREGISTER HERE\n  \nDana 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. URL:https://naifa-az.org/event/beyond-the-monthly-benefit-understanding-value-added-product-features/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2021/06/Image-2021-06-09-at-3.10.26-PM.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20210511T100000 DTEND;TZID=America/Phoenix:20210511T103000 DTSTAMP:20260403T104810 CREATED:20210419T220941Z LAST-MODIFIED:20210419T221059Z UID:2206-1620727200-1620729000@naifa-az.org SUMMARY:FAPAC-Arizona Fundraiser: $30 for 30 Minutes DESCRIPTION:NAIFA-Arizona members: Join Us on a virtual visit with Tom Hegna\, Author\, Keynote\nSpeaker\, Retirement Expert\, Economist Date: May 11\, 2021 Time: 10:00 a.m. – 10:30 a.m.\nSpend a powerful 30 minutes\, on this webinar\, with Tom Hegna!!\nWebinar topic: “Life Insurance and Annuity Questions & Handling Objections ” \nThere 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! \nTom Hegna\, CLU\, ChFC\, CASL\nTom 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. \nBy 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. \n$30 registration fee – and share 30 minutes with Tom Hegna! \nClick Here it Register\nClick Here to Register URL:https://naifa-az.org/event/fapac-arizona-fundraiser-30-for-30-minutes/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2021/04/capture-20210419-150754.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20210420T100000 DTEND;TZID=America/Phoenix:20210420T110000 DTSTAMP:20260403T104810 CREATED:20210402T001715Z LAST-MODIFIED:20210402T001715Z UID:2196-1618912800-1618916400@naifa-az.org SUMMARY:Cybersecurity Awareness - 1 Hour CE DESCRIPTION:For NAIFA-Arizona Members\nYou are invited to a Zoom webinar. \nWhen: April 20\, 2021\nTime: 10:00 AM – 11 AM Arizona\n\nTopic: Cybersecurity Awareness \nNo registration fee\nRegister in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_175FsgdXSWi5d5ID_Uh3Zw\nAfter registering\, you will receive a confirmation email containing information about joining the webinar. \nIt’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. \nThis Webinar Qualifies for One Hour Continuing Education Credit \nFeatured 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. \nEchelon Technologies – www.echelontechs.com \nDownload a brochure for this event here. NAIFA Arizona Cyber Security Webinar PDF URL:https://naifa-az.org/event/cybersecurity-awareness-1-hour-ce/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2021/04/pexels-pixabay-60504.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20210330T100000 DTEND;TZID=America/Phoenix:20210330T110000 DTSTAMP:20260403T104810 CREATED:20210301T164532Z LAST-MODIFIED:20210301T164807Z UID:2189-1617098400-1617102000@naifa-az.org SUMMARY:Cannabis Industry Financial Solutions" (CE\, no fee) DESCRIPTION: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. \n“Cannabis Industry Financial Solutions”\n(CE Credit Pending) \nPresented by: Michael Seabolt\nFlower Risk Advisors\nJoin us:\nMarch 30\, 2021\n10:00 a.m. – 11:00 a.m.\nThis webinar will explore for the Cannabis Industry \n\nTax Solutions\nAttributes of the Insured Retirement Plan\nIndexed Universal Life – “the new kind”\nDispensary Owner and Key Employee Plans\nA review of Case Studies\nOpportunity for Questions & answers\n\nClick the following link to join the Webinar: \nJoin Zoom Meeting\nhttps://us02web.zoom.us/j/86464867041?pwd=ZVY2N1JybTZwVEwrMDhTclZQL3lNZz09 \nMichael Seabolt is currently the managing member of Flower Risk Advisors\, LLC – a cannabis industry-focused tax and risk mitigation consultancy. In this\nrole\, 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. \nDownload PDF brochure: Cannabis Industry Financial Solutions PDF URL:https://naifa-az.org/event/cannabis-industry-financial-solutions-ce-no-fee/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2020/03/kush-in-close-up-photography-3676962.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20210210T100000 DTEND;TZID=America/Phoenix:20210210T110000 DTSTAMP:20260403T104810 CREATED:20210118T231827Z LAST-MODIFIED:20210118T231827Z UID:2104-1612951200-1612954800@naifa-az.org SUMMARY:Basics of Insurance Coverage for the Cannabis Industry - One Hour CE Webinar DESCRIPTION:For NAIFA-Arizona Members\nJoin us for this One Hour CE Webinar\nSecond in a series of three on Cannabis and the insurance industry \nFebruary 10\, 2021\n10:00 a.m. – 11:00 a.m. \n“Basics of Insurance Coverage for the Cannabis Industry”\nNo Fee for NAIFA-Arizona Members – click the following link to register Register in advance for this meeting: \nREGISTER HERE \nAfter registering\, you will receive a confirmation email from Danielle Hernandez containing information about joining the meeting. \nDuring this webinar you will learn: \n\nThe Current State of Use\nAn Overview of Policies\nGeneral Liability – what will it cover\nProducts Liability – what will it cover\nWorkers Compensation\nCyber Liability\nErrors and Omissions.\n\nSession open to all members – may appeal especially to Multi-Line members. \nPresenter: Danielle Hernandez \nA seasoned Insurance Consultant consulting a variety of industries within her 16 years of experience. For the past 4 years\, Danielle has provided\ninsurance 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. \nREGISTER HERE \n  URL:https://naifa-az.org/event/basics-of-insurance-coverage-for-the-cannabis-industry-one-hour-ce-webinar/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2020/03/kush-in-close-up-photography-3676962.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20210114T140000 DTEND;TZID=America/Phoenix:20210114T150000 DTSTAMP:20260403T104810 CREATED:20201229T192016Z LAST-MODIFIED:20201229T193032Z UID:2086-1610632800-1610636400@naifa-az.org SUMMARY:Cannabis\, Hemp\, Marijuana and the Insurance Industry - One Hour CE Webinar DESCRIPTION:NAIFA-Arizona is pleased to offer to its Members this One Hour CE Webinar\nProgram title: “Cannabis\, Hemp\, Marijuana and the Insurance Industry”\nWhat 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. \nDate: January 14\, 2021\nTime: 2:00 p.m. – 3:00 p.m. (Arizona time)\nCost: No Registration Fee\nPresenter: Janet E. Jackim \nBest 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. \nClick the following link to register: https://zoom.us/webinar/register/8716079724658/WN_O9e5bTYcSqGwXHbwW8K0VQ  \nDOWNLOAD PDF Brochure: January Cannabis Webinar Brochure \nMs. 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. \n \nZuber 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 URL:https://naifa-az.org/event/cannabis-hemp-marijuana-and-the-insurance-industry-one-hour-ce-webinar/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2020/03/kush-in-close-up-photography-3676962.jpg ORGANIZER;CN="NAIFA-Arizona":MAILTO:naifa-az@azis.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20201217T090000 DTEND;TZID=America/Phoenix:20201217T100000 DTSTAMP:20260403T104810 CREATED:20201202T230419Z LAST-MODIFIED:20201202T230459Z UID:2078-1608195600-1608199200@naifa-az.org SUMMARY:Closely Held Business Transfer and Exit Strategies DESCRIPTION:One Hour Continuing Education Webinar\nSponsored by Westpac Wealth Partners and Guardian\nNAIFA-Arizona is pleased to be able to offer this program\, at no cost\, to its members. \nDecember 17\, 2020\n9:00 a.m. – 10:00 a.m. (Arizona time) \nClick this link to register:\nhttps://zoom.us/webinar/register/WN_huvS6hJOTT2oPf8VSlY0bw \nTopic: “Closely Held Business Transfer and Exit Strategies”\nDo 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. \nCourse Presenter:\n \nJessica Ciccarelli\, CLU\, ChFC \nAlso featuring Guest speaker:\nVincent M. D’Addona\, MSFS\, CLU\, ChFC\,\nCExP\, RICP\, CEPA\, AEP (Distinguished) \n  \nDownload PDF brochure: Download Here. URL:https://naifa-az.org/event/closely-held-business-transfer-and-exit-strategies/ LOCATION:AZ ATTACH;FMTTYPE=image/png:https://naifa-az.org/wp-content/uploads/2020/12/Image-2020-12-02-at-5.02.32-PM.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20201117T090000 DTEND;TZID=America/Phoenix:20201117T103000 DTSTAMP:20260403T104810 CREATED:20201106T193313Z LAST-MODIFIED:20201106T193459Z UID:2072-1605603600-1605609000@naifa-az.org SUMMARY:Seeing the Trees in the Forest: Opportunities to Assist Your Clients with Disability Income Protection DESCRIPTION:NAIFA-Arizona is pleased to offer to its members this WEBINAR:\nOne Hour Continuing Education Webinar\n“Seeing the Trees in the Forest: Opportunities to Assist Your Clients with Disability Income Protection”\nLike the trees in the forest\, disability income opportunities abound – however\, how do you recognize them?\nIn this webinar\, you will learn: \n\nInternal workings of individual disability income protection – including student loan protection\nGroup disability – how to assist business owner clients\nBusiness uses of disability coverage (overhead\, loan\, key person\, retirement security\, disability buy/sell)\n\nDate: November 17\, 2020\nTime: 9:00 a.m. (Arizona time)\nPlease register prior to 11/13/2020\nRegister in advance for this webinar by clicking on this link: https://us02web.zoom.us/webinar/register/WN_hJCReqHNS8aK98vgP_zbsQ \nAfter registering\, you will receive a confirmation email containing information about joining the webinar. Please register by November 13\, 2020. \nBart Spencer\, Presenter\n \nWhen 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. \nTo Download Brochure: NAIFA Arizona CE Disability Webinar PDF URL:https://naifa-az.org/event/seeing-the-trees-in-the-forest-opportunities-to-assist-your-clients-with-disability-income-protection/ LOCATION:AZ ATTACH;FMTTYPE=image/png:https://naifa-az.org/wp-content/uploads/2020/11/Image-2020-11-06-at-12.30.55-PM.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20201022T090000 DTEND;TZID=America/Phoenix:20201022T104500 DTSTAMP:20260403T104810 CREATED:20200918T204727Z LAST-MODIFIED:20200918T204727Z UID:2065-1603357200-1603363500@naifa-az.org SUMMARY:Life Care Planning for Families Who Have Children With Special Needs DESCRIPTION:This Program is for NAIFA-Arizona Members:\nYou have an opportunity to learn how to make a difference in the lives of your clients\nby attending this ‘Special’ Webinar Program. (Includes One Hour Arizona CE Credit) \nDate: October 22\, 2020\nTime: 9:00 a.m. – 10:45 a.m.\nMust Register no later than October 16\, 2020 \nNote: Must Register with NAIFA-Arizona by clicking registration button below in\norder to receive CE credit. You will then receive another link which you will need\nto click onto to register for the actual program. Upon second registration\, you will\nreceive\, from speaker Karen Starbowski\, a confirmation & the Meeting Access\nLink unique to you to use\, to join on the actual date of the program. \nPanel of three will address:\nWhat happens to Parents when they don’t plan.\nSpecial Needs Trusts & Guardianship.\nHow to create a Life Care Plan. \n \nKaren Starbowski\, CLU\, ChSNC\, Special Care Planner – Karen’s mission is to help\nfamilies plan for the future of their dependents with special needs by providing education and\nfinancial solutions\, which can help maintain a lifetime of quality care. As a Special Care Planner\,\nshe assists with the development of valuable strategies to accommodate the diverse concerns of\nspecial needs families. \nJon Meyers – Jon is Executive Director of The Arc of Arizona. Jon’s background in the non\nprofit sector spans nearly 30 years and ranges from the arts and education to social services. Prior\nto joining The Arc\, he held development and executive positions with\, among others\, The\nLeukemia & Lymphoma Society\, Arizona State University/ASU Foundation\, Thunderbird School\nof Global Management and Ronald McDonald House Charities. \nEmily B. Kile\, Esq. – Emily is Past President of the Arizona Chapter and a member of the\nAcademy of Special Needs Planners and the Special Needs Alliance. Her practice is focused on\nestate planning and related matters\, including Medicaid\, VA and long term care planning\, special\nneeds planning\, guardianship and conservatorship issues and estate settlement/probate. \nProgram Sponsor: \n \nNAIFA-Arizona would like to invite you to participate in its Community Service Program by your consideration of making a donation\, by check\, payable to\nFristPlace. Please send to NAIFAArizona\, P. O. Box 4728\, Scottsdale\, AZ 85261. Thank you\, in advance\, for your generous support.\n“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. \n  \nClick here to REGISTER URL:https://naifa-az.org/event/life-care-planning-for-families-who-have-children-with-special-needs/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2020/09/naifa.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20200910T130000 DTEND;TZID=America/Phoenix:20200910T140000 DTSTAMP:20260403T104810 CREATED:20200822T000608Z LAST-MODIFIED:20200822T000714Z UID:2060-1599742800-1599746400@naifa-az.org SUMMARY:Ethics Lessons for Financial Professionals DESCRIPTION: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. \nDate: September 10\, 2020\nTime: 1:00 p.m. – 2:00 p.m. (Arizona time)\nTopic: ‘Ethics Lessons for Financial Professionals’ \nEthics 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\nstudies\, the impacts and consequences of unethical behavior. \nPresenter: Bart Spencer \nBart 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. \nRegister in advance for this webinar:\nhttps://us02web.zoom.us/webinar/register/WN_q7-Tr4HDRf23nqe4mtt6yg \nAfter registering\, you will receive a confirmation email containing information about joining the webinar. URL:https://naifa-az.org/event/ethics-lessons-for-financial-professionals/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2020/08/eventnaifa.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Phoenix:20200624T100000 DTEND;TZID=America/Phoenix:20200624T110000 DTSTAMP:20260403T104810 CREATED:20200601T192110Z LAST-MODIFIED:20200601T192322Z UID:2018-1592992800-1592996400@naifa-az.org SUMMARY:Safeguarding Income and Retirement - One Hour Free CE Opportunity DESCRIPTION:One Hour FREE CE Opportunity!\nThis webinar presented for NAIFA-Arizona by Ohio National Financial Services \nPresenter: Dana J. Campion\, RHU\nDana 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. \nWebinar Event:\nJune 24\, 2020\n10:00 a.m. – 11:00 a.m. \nTopic: ‘Safeguarding Income and Retirement’\nThis course focuses on Disability Insurance. In it\, you will learn:\n– Why offer Income Protection\n– Student Debt concerns\n– Safeguarding Retirement\n– Finding the Right Product for your clients \nPlease 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. \nREGISTER HERE  \nDownload Brochure here: Continuing Education Opportunity [PDF] URL:https://naifa-az.org/event/safeguarding-income-and-retirement-one-hour-free-ce-opportunity/ LOCATION:AZ ATTACH;FMTTYPE=image/jpeg:https://naifa-az.org/wp-content/uploads/2020/06/naifa-ce.jpg END:VEVENT END:VCALENDAR