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1 min read

Fairway Presents Webinar on Retirement Risks in a Post-COVID World

By NAIFA on 6/17/22 11:08 AM

Join us on July 8, 2022, at 11 am eastern for the webinar "Retirement Risks in a Post-COVID World."

Financial services speaker and bestselling author Joseph Jordan will identify the challenges facing the insurance and financial services industry after the COVID-19 pandemic ends and address the six retirement risks consumers should consider:

  • Longevity – Risk of Outliving Assets
  • Market and Interest Rate Risk
  • Withdrawal Rate Risk
  • Sequence of Return Risk
  • Purchasing Power/Inflation Risk
  • Health Risks
Topics: Retirement Planning Retirement webinar COVID-19 Retirement Plans Pandemic Potential Partners for Advisors
1 min read

Upcoming Webinar: Compliance & Home Equity Conversion Mortgages

By NAIFA on 4/21/22 10:00 AM

Join us on April 29, 2022, at 2 pm eastern for the special webinar "Compliance & Home Equity Conversion Mortgages."

NAIFA Trustee Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP, Managing Partner of Wealth Solutions at Carson Group, and Harlan Accola, CRMP, National Reverse Mortgage Director of Fairway Independent Mortgage Corporation, will discuss how reverse mortgage loans are being used as a financial planning tool to maximize cash flow, reduce taxes, and minimize risks.

Topics: Financial Planning Planning in Advance Reverse Mortgages Potential Partners for Advisors
2 min read

The Top Best Kept Secrets of Successful Financial Professionals

By Branislav Dovedan, COO of EveryIncome on 2/22/22 10:00 AM

Are you looking around wondering why other financial professionals are doing better than you? Maybe you’re looking for the right niche or just want to up your game. Either way, you must know the best kept secrets successful financial advisors use to up level their business.

1. Get to know your clients

Don’t just get to know how much money your client has or what assets they own, but instead, get to know all areas of their lives. What makes them tick? What are they passionate about? These answers may not affect their financial goals, but when you’re marketing your business, you’ll know what your clients love.

Topics: Prospecting Grow Your Business Potential Partners for Advisors
4 min read

OneAmerica Individual Life and Financial Services Bolsters Leadership

By OneAmerica on 12/15/21 12:00 PM

On December 6, 2021, OneAmerica announced strategic leadership changes in its Individual Life and Financial Services (ILFS) line of business aimed at strengthening distribution, recruiting, and business development operations. New ILFS appointments include:

Topics: Press Release Potential Partners for Advisors

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