Join us on April 4, 2023 for our NAIFA – Tulsa Luncheon. We are very fortunate to have Jan A. Watkins, CSA | Senior Loan Officer | Reverse Mortgage Specialist with Fairway Independent Mortgage as our keynote speaker!
His presentation, Why Wouldn’t You Get or Recommend A Reverse Mortgage, goes over the basics of how to use a reverse mortgage, common misconceptions and strategies for using equity to protect other assets.
We understand that not everyone can use this concept, but the knowledge you can impart to your clients when reviewing their retirement strategies can be ‘priceless’.
Q2 State Of NAIFA
Tuesday, April 4, 2023 at 11:00 AM Central
Join us for the Q2 “State of NAIFA” 2023 webinar featuring: Bryon Holz, NAIFA President; Kevin Mayeux, NAIFA CEO, and Diane Boyle, NAIFA SVP of Government Relations
NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update of NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.
Caroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP
Executive Director, Centers of Excellence
NAIFA & TheCaringConverstion.com
Rescheduled for March 23, 2023
11AM Central
Changing the Conversation
Want to differentiate yourself? Then change the conversation!
A hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation or worrying about family or business financial wellness.
The three-step formula in this presentation will cover how to incorporate Financial Longevity Wellness in the products/services you provide while staying focused on your client’s story.
Reliable Direction
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Spark Better Business
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Webinar brought to you by Modern Life and Symetra
What Advisors Need to Know About Upcoming Illustration Changes
March 27 at 1 PM CST
With new Indexed Universal Life (IUL) Insurance illustration regulations likely to go into effect in May, advisors must begin preparing now to ensure that they are able to comply with the changes.
Join experts from Symetra and Modern Life as they discuss the history of the regulation, the nuances of the changes, and how you can begin to prepare. Advisors who attend can expect to learn:
- How illustrations are likely to change as a result of the new regulations.
- Which concepts are likely to face challenges as a result of the changes.
- How advisors should begin preparing now to meet the new standards without impacting their business.
REGISTER
NAIFA Tulsa is pleased to announce Commissioner Glen Mulready will the the keynote speaker at their March 7, 2023 luncheon.
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteer Leaders
Joining instructions and meeting documents will be sent by email prior to the meeting.
Meeting of the Executive Board, Committee Chairs and Affiliate Volunteers
Joining instructions and meeting documents will be sent by email prior to the meeting
Meeting of Executive Board, Committee Chairs and Affiliate Volunteers
Joining instructions and meeting documents will be sent by email prior to the meeting.