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4 min read

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.

3 min read

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

2 min read

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.

2 min read

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!

5 min read

Is Your Reservation In Place Like Everything Else?

By NAIFA Member & Chapter Services on 2/9/21 10:58 AM

Awards are in place, trophies are ordered, program is being finalized, and sponsors are in. Did you make your reservation for the biggest insurance event of the year? If not, click HERE! or go to www.naifala.org

2 min read

Fresno Affiliate to Host February Meeting!

By NAIFA Member & Chapter Services on 2/4/21 11:28 AM

Register to attend the Fresno Virtual Lunch Meeting with Tom Kelly and Ryan Smith of Pacific Life!
February 16, 2021; 11:45 a.m.-1 p.m.

1 min read

LILI Will Change Your Life & Your Career

By NAIFA Member & Chapter Services on 2/2/21 12:28 PM

 NAIFA -California is still taking applications for the 2021 LILI Class! The Leadership in Life Institute (LILI) is a leadership development program devoted to enhancing your personal growth and professional success. Those who have taken the class are its biggest advocates saying that it was a life-changing experience!  In fact, your NAIFA-California Board of Directors have all been LILI graduates!

Click here to find out all that LILI has to offer! Want to join our new 2021 class? Here's how it works:

4 min read

Monthly Message with NAIFA-California President, Mimie Yoon-Lee

By Elizabeth Nelson on 1/25/21 2:32 PM

Hello NAIFA-California Members!

2 min read

Extension on Raffle!

By NAIFA Member & Chapter Services on 1/22/21 12:03 PM

Have you recently posted on your legislator's social media site? Or, have you recently increased your annual IFAPAC contribution? Even something as simple as visiting and liking your legislators' social media will enter you in the contest-You just have to report it to us! Let us know you completed any one of these tasks and you earn yourself a raffle ticket to win something like an iPad!

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