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Retirement Resources
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Big Idea Packaging
Presented by Bill Bishop, a leading packaging expert in the financial services industry, the webinar explains how to create and package a BIG Idea, something new, better and different that will differentiate you from the competition.

Retirement… Or… ReFIREment
Curtis Cloke and Tom Hegna use real stories combined with math and science to show why guaranteed lifetime income is so critical to the success of a retirement. In fact, when done right, it won’t’ be retirement at all…. Instead, it will be reFIREment!

Moving into the Retirement Space with 401(k) and 403(b) Plans
Partner with a specialist, invest in staff and make good use of technology. Retirement plan clients require time to cultivate, and the larger the plan, the longer the process. 

Use a SERP as a Business Sales Strategy 
Here are some talking points about SERPs.

Are You a Retirement Expert?
Health Savings Accounts are discussed at length and how they can help strengthen a retirement plan.

How Tax Efficient is Your Investment and Retirement Portfolio?
An annual review may unveil certain tax inefficiencies.

Addressing Retiree Risks During Retirement
Join Tim Kiesling, CLU, ChFC, RIPC, CRPC for an energetic and informative discussion about the many risks faced by today’s retirees. Tim provides straightforward solutions to the questions being raised by current retirees who face a unique set of risks as they enter their Golden Years. Learn how we are perfectly positioned to help them address these risks and enjoy the retirement of which they have always dreamed.

Four Simple Steps to Retiring Happily Ever After
As recommended in Advisor 2020, one of the primary market drivers that will shape advisors' practice in 2020 is Baby Boomers and the New Retirement Culture. In this webinar, Tom Hegna, CLU, ChFC, CASL shows how to retire happily ever after using these 4 simple steps.

Leading Retirement Researcher Makes "New" Case for Low-Cost Reverse Mortgage
Join retirement income expert, Dr. Wade Pfau, as he shares his academic research on how the strategic use of today's lower-cost FHA-insured reverse mortgages ("HECMs") can improve the sustainability of a client's retirement plan and create a larger legacy.

Protecting Against Non-Financial Retirement Shocks
Understand the five threats that can disrupt retirements, create actionable strategies to help clients prepare financially, and develop skills to help clients prepare for their longevity.

Retirement Plans 101
Nick Paleveda and Max Coulliette have a combined total of 60 years experience in the areas of advanced tax, estate, pension, and retirement planning. Nick and Max return for a second NAIFA webinar, Retirement Plans 101.

Steer Clients Clear of These Common Retirement Planning Mistakes
There is much more to retirement planning than funding an IRA. In this engaging and informative webinar, Kristen MacKenzie shows you how to help clients avoid the mistakes that can make the difference between financial independence and needing to return to work. Learn advice for common pitfalls including; making decisions out of fear, failing to plan for longevity, making poor investment decisions, and much more.

Using Home Equity in Retirement
In this webinar designed specifically for NAIFA members, Colleen Rideout with Security One Lending introduces the use of the reverse mortgage as a tool to protect the client from realizing their greatest fear - outliving their money. By dispelling the myths and delivering case examples of how to use the recently remodeled FHA Home Equity Conversion Mortgage, this webinar will leave participants confident of when and how to discuss the reverse mortgage with their clients. These strategies are not designed for the purchase of investments. They are designed to maximize and protect existing investments.

Planning for the Modern Family
According to the U.S. Census only 1/5 of American families today are considered traditional families – two married, opposite sex parents with one or more children under the age of 21. As non-traditional families are frequently less financially secure and are less likely to feel knowledgeable about how to reach their goals, they present a tremendous opportunity to the insurance and financial advisor. Join Kristen MacKenzie and Kirsten Waldrip as they provide you with a detailed overview of retirement planning and estate planning considerations for the broad variety of non-traditional families.

What's Keeping Your Senior Clients Up at Night?
Understanding their primary financial concerns will help you offer the products and services that will best alleviate their fears.

Protecting Your Senior Clients from Financial Fraud and Exploitation
Demographic trends show a quickly growing senior population. This segment of the population, including many of your clients, is often a target for financial fraud and exploitation. In this webinar, you will learn what new state anti-fraud laws mean for your business, how the federal regulatory agencies are looking to protect seniors from financial fraud and abuse, and NAIFA's policy and our advocacy on this issue.


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