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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 Immediate Past President, Jennifer Williams

By Jennifer Williams on 6/16/21 3:28 PM

Twenty-eight years ago, I entered this business not knowing the true impact I would or could have for my clients. I joined NAIFA shortly after starting with Farmers Insurance Agency at the ripe age of 23. I had no true concept of the business, except I got to see first-hand by helping a friend run his practice for two months. In that time, I had a district manager approach me to open my own agency. At first, I was resistant, but then shortly discovered, I can do this! Thankfully, I had a district manager and friend that told me I had to join NAIFA and gave me various reasons why. They both told me I would get back so much more than I put in. I had no idea what I was getting myself into, but after a year in the business I knew the value of my membership. I moved back to Fresno from Lubbock, Texas, where I attended Texas Tech. I started not really knowing too many people that would or could buy insurance, but I met people in NAIFA that believed in me and helped me in so many ways -- from practice management, hiring, relationships skills, growing and running my business, and so much more. I was getting advice and coaching from the top advisors in town and across California. This growth, knowledge and insight into the industry was tremendous and a game changer for my business. Getting involved gave me the fast track to learning the industry and exposed me to industry leaders that were willing to share their time, skills, and insight to help me grow my business and help my clients. They taught me the business and what really mattered so I could exceed. That time, training and insight was priceless.

Topics: Member
2 min read

Your Industry Needs YOUR Voice

By Peter Buechler on 5/18/21 12:43 PM

I am writing to ask for your help in defeating a piece of proposed legislation that will dramatically change the scope and nature of your independent financial planning practice or insurance agency.

Topics: Advocacy
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.

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