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NAIFA-California


Recent posts by NAIFA-California

1 min read

Monthly Message with NAIFA-California President-Elect Sarah Martin, FSS, LUTCF

By NAIFA-California on 11/17/21 2:13 PM

A few things happened this past year: Your State Board worked with and co-sponsored a LILI class with the State of Hawaii. The last time Hawaii had a LILI class was about 20 years ago. We were happy to partner with them. I want to thank our great LILI moderators, Jerry Garcia, and John Hansbrough. They really stepped up in a big way. All classes except for class 6 were virtual. Then in September they meet in person for class 6 and graduation. Those that know me know how passionate I am about LILI. Congratulations again to our new LILI alumni, 5 from Hawaii and 2 from California. We are looking for students for next year. You will see more on this in the next few months. If you have not be through the LILI class, you are really missing out.

1 min read

Monthly Message with NAIFA-California Vice President, Rich Coffin

By NAIFA-California on 10/21/21 11:47 AM

Why I'm a NAIFA Member Today

The reason I'm a NAIFA member today is entirely different from my early years of NAIFA membership. In the beginning years of NAIFA membership, it was solely because my mentor in the business told me I had to be a member. Over those 20+ years, I would attend programs locally, interact with fellow NAIFA members and non-members. But it wasn't until I attended a "Day on the Hill" event about 10 years ago that my attitude about NAIFA and what we do for this industry changed. At this event, I realized the advocacy component of NAIFA, and how extremely important this leg of the stool is for our industry.

1 min read

Your Invitation to Engage, Empower & Explore Awaits.

By NAIFA-California on 9/10/21 6:52 PM

In a few short weeks, insurance and financial advisors come together in San Diego to engage, empower, and explore at NAIFA-California's Annual Conference. This event brings together innovative sessions, the latest industry trends, and high energy while still keeping with many of the chapter's time-honored traditions such as the presentation of the Norm Levine Distinguished Service Award. Make plans to head to San Diego from September 29th-October 1st.

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September is Life Insurance Awareness Month

By NAIFA-California on 8/27/21 10:49 AM

The Los Angeles City Council has declared September as Life Insurance Awareness Month for the 17th consecutive year. NAIFA-Los Angeles President, Gilbert Mares, has been influential in getting this declaration for the last 17 years. 

Topics: Life Insurance Life Insurance Awareness Month
1 min read

See You in San Diego This Fall

By NAIFA-California on 8/19/21 4:37 PM

What are your plans this fall? Be sure you've added attending e3 in San Diego to your calendar. We've got a fantastic event planned over 3 days for you to Engage. Empower. Explore. We're still finalizing all of the details of the program, but we can tell you that you won't want to miss what we have in store for you. Join us from September 29th through October 1st at the Westin San Diego Downtown.

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Topics: Professional Development Members conference Membership
1 min read

Mark Your Calendars for the NAIFA-California e3 Conference

By NAIFA-California on 8/11/21 11:47 AM

Engage. Empower. Explore. NAIFA-California's signature event is back live and in-person September 29-October 1 in San Diego. This is the quality conference you've come to expect from NAIFA-California. Complete with engaging breakout sessions, ample networking opportunities, the annual business meeting, and the naming of this year's Norm Levine Distinguished Service Award. You will hear from NAIFA rock stars like Tom Michel and Delvin Joyce.

Topics: Networking Member Trends Professional Development Members best practices conference NAIFA Conference Financial Wellness State Advocacy Membership
1 min read

NAIFA-Los Angeles Life Insurance Awareness Event

By NAIFA-California on 7/21/21 9:35 AM


Join NAIFA-Los Angeles Thursday, August 26th for a Life Insurance Awareness Event with David McKnight, Author of "The Power of Zero", and Faisa Stafford, CEO of Life Happens! 11:30 AM - 1:30 PM PST on the Zoom Platform.

Topics: Life Insurance
3 min read

Monthly Message with NAIFA-California GR Chairperson, peter Buechler

By NAIFA-California on 5/14/21 12:24 PM

NAIFA-California Day on the Hill 2021- A HUGE Success. NAIFA-California members have a lot to be proud of for their effectiveness at this year’s Virtual State Day on the Hill (DOTH).  This year’s DOTH was held the last week of March and early June as dozens of members connected with State Assemblypersons, Senators and staffers virtually to discuss three pending pieces of legislations. AB551; AB743; and AB1498. Of the bills we addressed, thus far we have seen positive change on two, AB743 and AB1498 have both been suspended in committee meaning they will not move forward this legislative period. After discussing the details on the stall of these bills, it looks like they will be allowed to die completely and will not be resubmitted in current form.

4 min read

Inland Empire Hosts Second Quarter Meeting

By NAIFA-California on 5/11/21 8:49 AM

NAIFA Affiliate Inland Empire is hosting a Disability Forum - Ask the Experts - for their second quarter meeting. Tune in on Friday, May 21st at 11 a.m. presented by Iain MacDonald with diBroker West (N. CA), Paul Sitar with diBroker West (S. CA) and Zach Mindham, Senior DI Sales Mgr. with Principal.

1 min read

Fresno Lunch and Learn

By NAIFA-California on 5/10/21 5:34 PM

Are you wondering how proposed tax changes might impact you? Learn about President Biden's proposed tax plan and join us for an informative discussion on the Biden administration's tax proposals.

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