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Recent posts by NAIFA-California

Final Days Register and Impact Legislation in Sacramento

By NAIFA-California on 3/20/21 12:11 PM

NAIFA-California's Day on the Hill is just a few days away with events kicking off on March 22nd. The final day to register to ensure you have appointments scheduled is Monday, March 21st.  IFAPAC Chair, Michael Mares and the rest of NAIFA-California come together to amplify our voice in Sacramento. It's up to us to educate our legislators about how the issues they vote on impact #MainStreetUSA consumers and the #AmericanAdvisor.  

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Invitation to NAIFA-Washington Virtual Million Dollar Idea Day

By NAIFA-California on 3/19/21 1:55 PM

NAIFA-Washington invites NAIFA-California members to attend their Virtual Million Dollar Idea Day! When is it? May 20, 2021 at 9:00 am to 12:00 pm.

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Monthly Message with NAIFA-California VP, Michael Mares

By NAIFA-California on 3/17/21 4:14 PM

A few years ago, I remember a reviewing a flyer promoting disability income insurance. The flyer described two job choices: Position A pays a $100,000 annual salary, while Position B pays a $98,000 annual salary and protects 60% of that income if you become sick or hurt and cannot go to work. Which position would you select?

1 min read

Make Your Voice Heard: Attend 2021 NAIFA-CA Day on the Hill

By NAIFA-California on 3/8/21 1:50 PM

NAIFA's Government Relations Program has been the cornerstone of the industry since 1890. For many years, NAIFA-California members have gathered in Sacramento for the annual Day on the Hill. COVID restrictions are not going to keep us from getting the job done, so our event is going virtual in 2021.

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Register for the NAIFA-California Day on the Hill Today!

By NAIFA-California on 3/4/21 11:28 AM

Every year, at the beginning of the California legislative session, NAIFA-California members gather in Sacramento for our annual Day on the Hill. This year, the gathering will be done virtually! Scroll to the bottom of this page to register, and check out the schedule we have planned for the week of March 22.

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Fresno and CCAHU Join Forces for Financial Wellness!

By NAIFA-California on 3/2/21 11:30 AM

Join NAIFA Affiliate Fresno and Central California Association of Health Underwriters (CCAHU) for a joint event of Financial Wellness!
March 18, 2021; 11:45 a.m.-1 p.m.

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NAIFA-California Virtual Day On the Hill Is OPEN!

By NAIFA-California on 2/22/21 12:30 PM

NAIFA-California invites you to participate in our Virtual Day On the Hill! When is it? Monday, March 22nd through Thursday, March 25th

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Monthly Message with NAIFA-California Lobbyist, Shari McHugh

By NAIFA-California on 2/17/21 1:04 PM

Hello NAIFA-California!   My name is Shari McHugh and I am your state lobbyist!  What does that mean?  I am the eyes and ears in Sacramento every day keeping an eye out for you as agents and financial professionals.  I identify legislation that is positive for NAIFA-California members and legislation that would be harmful to agents and financial professionals.  Once bills are identified, I get to work with legislators, staff and other interested parties to either pass or stop the bills.

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Affiliate Inland Empire: Situational Social Security

By NAIFA-California on 2/16/21 1:18 PM

Have you registered for the Inland Empire Virtual Lunch Meeting yet? This meeting will feature Marc Kiner and Jim Blair with Premier Social Security Consulting, LLC! Check out the details below!

Situational Social Security, February 19, 2021; 11 a.m.-12:30 p.m.
Register now!

1 min read

2021 Virtual Roadshow

By NAIFA-California on 1/22/21 6:55 AM

On February 3rd, we'll make the first pitstop of the year on the three (3) session NAIFA-California Virtual Roadshow Series, with guests from Washington, Oregon, New Mexico, and Nevada invited to attend. Each of the Roadshow dates will feature an industry speaker, followed by a question & answer session with the speaker, as well as updates from NAIFA-California. Join us from 10-11:30 am Pacific.

First off is industry expert, Tom Hegna, CLU, ChFC, CASL presenting Paychecks to Playchecks: Retirement Solutions for Life. In this session, Tom will share best practices for long term care planning, offer cutting-edge estate planning ideas, teach you how to retire with enough guaranteed lifetime income to cover your basic expenses, and demonstrate how to optimize the rest of your portfolio to make sure you receive your "Playchecks". 

  • $30 to register for both NAIFA members and nonmembers

  • First 21 NAIFA members to register and attend receive a speaker book!

  • First 100 NAIFA members to register and attend receive a CE voucher good for ONE course worth of CE! (This CE is SELF

  •  STUDY and not affiliated with the program presented.)

Register today!

Important! Those who register MUST pay in full and attend our event from start to finish in order to be eligible for the CE voucher and speaker book!

Topics: Long-Term Care Retirement Planning Retirement