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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
2 min read

Join Inland Empire for their First Quarter Meeting!

By NAIFA Member & Chapter Services on 1/21/21 12:40 PM

Register to attend the Inland Empire Virtual Meeting featuring Marc Kiner and Jim Blair with Premier Social Security Consulting, LLC!

2 min read

NAIFA-Washington to Host Fifth Annual NAIFA Symposium-You're Invited!

By NAIFA Member & Chapter Services on 1/19/21 11:58 AM

NAIFA-Washington is inviting NAIFA-California members to join them for their Fifth Annual NAIFA Symposium, featuring Joe Jordan!

Due to COVID19, NAIFA-Washington will host their program virtually! When? February 16, 2021 @ 9:00am-2:00pm PST
 
Join NAIFA-Washington and neighboring states online for incredible speakers and amazing content to help your business grow! NAIFA-Washington is excited to announce this year’s keynote speaker, Joe Jordan! Mr. Jordan is an inspirational speaker and behavior finance expert, and the author of Living a Life of Significance. The book sold 100,000 copies, translated into five languages, and was featured in Nick Murray’s “The Advisor’s Essential Library.” Formerly, Mr. Jordan ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He is a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling Magazine.
 
Additional speakers include:
Dave Christy, State Farm, “Walk the Walk”
Alan Pratt, Signatry, “Legacy Planning”
Jim Lusk, “Washington Long Term Care Trust Act
 
How much? NAIFA Members are $59 to register, and non-members are $69. NAIFA-Washington is also offering an Agency Rate of $500 for unlimited registrations!
 
The first 50 NAIFA Members to register will receive a $10 Amazon Gift Card!
Register Online Here!
 
1 min read

Taking LILI Applications Now!

By NAIFA Member & Chapter Services on 1/12/21 10:42 AM

NAIFA -California is taking applications for the 2021 LILI Class! The Leadership in Life Institute (LILI) is a 48 hour 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!

LILI will change your life & your career. Click here to find out all that LILI has to offer! Want to join our new class? Here's how it works:

Who: A class is formed with approximately nine NAIFA members; the ideal size to promote close relationships, and two moderators to guide you through the course. 

What: The curriculum is specifically designed to promote leadership in all areas of your life.

When and Where:
Our 2021 LILI classes will be VIRTUAL sessions! Our only in-person class will meet on September 15th at our NAIFA-California CAC. The virtual classes will meet at the following time:

Every week, Tuesdays @ 5:30-7 p.m. PST. Classes begin March 2 with orientation and go through September 15th.

Click here for the full schedule!

Cost: Tuition for the class will be $900.

Please take some time to consider this life-changing experience. If you are interested, click the button below!
Apply Now!

Applications are due to NAIFA-California by February 12, 2021.

Questions? If you have any questions or would like more information on the class, please contact NAIFA-California at 844-536-9339 or the State LILI Chair Sarah Martin at 805-239-7443.

4 min read

NAIFA-LA 68th Annual Will G. Farrell Award & Leadership Recognition Event

By NAIFA Member & Chapter Services on 1/7/21 10:46 AM

NAIFA-Los Angeles Presents in conjunction with FSP-Los Angeles/Pasadena the 
68th Annual Will G. Farrell Award & Leadership Recognition Event!
www.naifala.org | 213-500-4946 | janet@naifala.org

2 min read

Fresno Affiliate to Host January Meeting!

By NAIFA Member & Chapter Services on 12/29/20 10:53 AM

Register to attend the Fresno Virtual Lunch Meeting with Andre Covington!

4 min read

NAIFA-Los Angeles Hosts Their 68th Annual Event

By Elizabeth Nelson on 12/14/20 10:33 AM

NAIFA-Los Angeles Presents in conjunction with FSP-Los Angeles/Pasadena the 
68th Annual Will G. Farrell Award & Leadership Recognition Event!
www.naifala.org | 213-500-4946 | janet@naifala.org

4 min read

NAIFA-LA 68th Annual Will G. Farrell Award & Leadership Recognition Event

By Elizabeth Nelson on 11/16/20 10:33 AM

NAIFA-Los Angeles Presents in conjunction with FSP-Los Angeles/Pasadena the 
68th Annual Will G. Farrell Award & Leadership Recognition Event!
www.naifala.org | 213-500-4946 | janet@naifala.org

2 min read

What Will You Win?

By Elizabeth Nelson on 11/10/20 12:37 PM

Didn't you know? NAIFA-California is running a contest, and someone's going to win an iPad, someone else is going to win AirPods and a bunch of people are going to win COVID Survival Kits. Most importantly, the entire STATE is going to win, because each of the simple tasks members complete to enter the raffle, increases our political clout here in California!

1 min read

POST ELECTION BREAKDOWN

By Elizabeth Nelson on 11/6/20 1:00 PM

POST ELECTION BREAKDOWN

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