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Recent posts by NAIFA-California

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 Professional Development Research/Trends Members 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 & Annuities
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.

2 min read

NAIFA-Los Angeles presents: Building Business Insights

By NAIFA-California on 5/6/21 12:01 PM

This webinar event is perfect for new agents/advisors as well as veteran agents/advisors who want to learn new ways to generate leads, to protect online content and client information, and to incorporate success tips shared by top agents. Enhance your knowledge about building your business - take your business to new heights - as 4 highly successful agents/advisors share their pearls of wisdom.

1 min read

Virtual Roadshow: June 8

By NAIFA-California on 4/26/21 3:14 PM

Have you registered yet? Our next "stop" features Van Mueller! Learn more about Van below:
Register today
January 23, 2021 marks Van’s 48th year as an insurance agent. He is an active member of MDRT having qualified for Court of the Table in 1990 and Top of The Table for the last 31 years.

2 min read

Monthly Message with NAIFA-California Secretary, Marc Bregman

By NAIFA-California on 4/14/21 12:51 PM

I'm Marc Bregman, Secretary of the NAIFA California board, and in this monthly blog message, I'll talk about my board focus -- programs and member benefits.

1 min read

Next Stop on the Virtual Roadshow...

By NAIFA-California on 4/7/21 11:08 AM

June 8th is our next Virtual Roadshow-so don't miss it! Hear Van Mueller, LUTCF, LACP, Registered Representative speak on his topic, This is the Greatest Time Ever to Sell Cash Value Life Insurance. Tune in on Tuesday, June 8, 2021 at 10-11:30 AM PST.

This session will show you easy ways to increase your appointments and then increase your success in each appointment. Then we will  show you questions to ask customers that illustrate why this is the greatest time ever to own cash value life insurance. Instead of selling we will show how to ask customers if they would like the benefits provided by cash value life insurance. Don't miss this. It could change your career!

This event is not only free for NAIFA members to register, but the first 12 to register AND attend in full, receive a CD set from Van! Nonmembers can attend for only $15. If a nonmember joins NAIFA...their $15 gets reimbursed!

Click here to register!

Important: To be eligible for the speaker gift, your membership must be current and you must attend our event from start to finish. Attendance will be verified.

2 min read

Taking Nominations Now!

By NAIFA-California on 3/26/21 11:26 AM

Nominations for the 2021 NAIFA-California Norman G. Levine Distinguished Service Award are open!

NAIFA California’s highest honor is the Norman G. Levine Distinguished Service Award. The award was originally established in 1992 as the Distinguished Service Award. It was later renamed to honor the longtime service and leadership of the industry great, Norman G. Levine.

To learn more about Norman G. Levine and the incredible person he was, click here. If you know of someone who might qualify for this honor, submit their name by using one of the attached forms below!

PDF Application OR Electronic Application