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ENGAGE. EMPOWER. EXPLORE.

Join NAIFA-California for a series of Virtual Breakout Sessions from our sponsor partners from our e3 Conference!
And the sponsors are buying lunch for each session!

A Grub Hub certificate will be sent to all attendees that register and attend these sessions.  You must register to be eligible.

We look forward to seeing you at any or all of the dates listed below to attend our Virtual e3 Sessions delivered by our amazing sponsors.


 

 



This session is brought to you by
abacus

Life Settlements - How to Serve Your Clients Using Life Settlements

Scott Kirby

November 3, 2021

11:00 AM

Nearly every day, a new study is released about the realities of our aging population and how seniors have not properly planned for retirement and/or medical expenses. From the growing Retirement Savings Gap to the Senior Health Care/Long Term Care funding crisis, Seniors should be aware of all their financial options and advisors should be prepared. A Life Settlement can often be the solution for them as they continue their golden years. 

Attendees will learn:

  • Capital Market and Industry Updates
  • Current Pricing and Underwriting Standards
  • Regulatory and Legislative Support for the Life Settlement Industry
  • Why Policy Valuations and Audits are vital to proper insurance planning
  • How Simplified Underwriting is used for Pre-Pricing



This session is brought to you by
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Life Insurance and Mutual Funds: Options You Probably Didn't Know You Had

Don Fillinger

November 3, 2021

11:15 AM

Join Don for options you probably didn't know you had with Life Insurance and Mutual Funds! This presentation will cover a variety of topics including 

  • Taking the emotion out of investing
  • Systematically Tactical
  • Defensive
  • Diversifier



This session brought to you by
Kansas-City-Life-Logo

Planning That Works With Potential Tax Changes

Donna Sinor, J.D., CLU, ChFC
Director, Advanced Sales/Business Insurance at Kansas City Life

November 3, 2021

11:30 AM

Rising national debt, uncertainty in the markets, an ongoing pandemic and looming threats of increased tax rates all contribute to clients’ reluctance to take needed actions now.  This presentation will focus on presenting effective client solutions for retirement and estate planning that allow the flexibility needed to meet clients’ future needs regardless of potential tax changes.


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The session is brought to you by
NIA-Logo

Build Your Brand Based On Your WHY

Mark "Coach" Cupp
CEO & Founder of Better Way Coaching, LLC

October 6, 2021

11:00 AM

Mark's WHY is to positively impact the lives of others. HOW he does that is by finding better ways to and sharing them. WHAT he brings are simple solutions to help people move forward faster. After a successful 10+ years as a financial advisor, agency owner, NAIFA chapter president, & LILI graduate, Mark has spent nearly a decade launching, scaling, and coaching mid-sized businesses across multiple industries. Come learn the simple, practical, and actionable tools & strategies he has discovered to help you get clear, stand out, and play bigger!




The session is brought to you by
Capital Smith & Financial

Tax Offset Strategies

Kelly R. Smith, CLU, ChFC, RFC
Founder of CapitalSmith Group & Business Financial Strategist

October 6, 2021

11:30 AM

This presentation will discuss programs designed to enable business owners to reposition taxable profits into Tax Exempt Retained Capital TM (TERCTM), using one or more of CapitalSmith's Offset StrategiesTM, including, but not limited to CapitalSmith's Pre-LeveragedTM, and/or Capitalized ESOPTM, as components, which, when properly combined with the appropriate trusts and additional agreements, forms a Fully Insured Financial InfrastructureTM. This results in businesses that have a stronger structure, to accelerate growth, be asset-protected, allow for a smoother more efficient, succession and exit, with higher, NET retirement.

 




The session is brought to you by
Gateway F

Are You Ready For Change?

Shane Westhoelter

October 20, 2021

11:00 AM

Are YOU ready for change?
Shane will cover a variety of topics during this session:

  • Adapting to a virtual world
  • How to keep personal relationships in new paradigms
  • Reaching Generation Z - what do they want and how it will change our industry
  • Preparing for Generation Alpha - what to expect
  • Keeping rack of your activities in old and new systems