National Association of Insurance and Financial Advisors - Michigan
BENJAMIN EICHLER, MBA
PRESIDENT
2021
NAIFA - Michigan
ph: 517-668-3960
alt: 517-331-0488
naifamic
Meetings & Events
NAIFA - West Michigan
Friday, October 1, 2021
Legislative Breakfast - canceled
Time: 8:00 a.m.
Meeting Location: Watermark Country Club
5500 Cascade Road, SE, Grand Rapids
For more information contact - Carol Dodge
STATE EVENTS
Friday, October 15, 2021 - 12:30 p.m. - 3:00 p.m. EST TIME
NAIFA: Tax-Reduction Strategies for the Insurance & Financial Services Professional
About your Instructor:
Maine Shafer, JD, has more than 15 years of experience as a professional speaker delivering tax reduction strategies on behalf of Bradford and Company, Inc. His strong background in taxes started working for a U.S. Senator on Capitol Hill while receiving his law degree from Georgetown University Law Center and continued as an Assistant Attorney General for the State of New Mexico and attorney for the New Mexico Real Estate Commission.
NAIFA - Michigan Advocacy Social Event & Day on the Hill
The Annual Day on the Hill is an opportunity to meet with your Legislators and communicate the purpose and mission of NAIFA and the importance of our products to the voting public.
Tuesday, October 19 - Advocacy Social
Time: 5:30-7:30 p.m.
Location: 629 Hillsdale Street, Lansing
Wednesday, October 20 - Day on the Hill
TIme: 8:30 a.m. - 3:00 p.m.
Location: Anderson HOB (Mackinac Room)
Tuesday, November 2, 2021, 1:00 pm
NAIFA Michigan Chapter Exclusive - The Secondary Market for Life Insurance: Current Trends, New Applications Webinar (1 hour/1 CE Credit)
Event address for attendees:
Description:
This course examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement), and settlements for smaller face policies, using several case examples to illustrate the concepts being presented. In addition, the seminar will discuss factors that determine a policy’s value and strategies for educating others about the opportunities presented by the market.
Wednesday, November 16, 2021 - Time: 1:00 p.m. - 2:00 p.m.
Speaker: Vanessa Bucklin, MBA, CLU
Registration coming soon!
Vanessa is a female advisor based in Conrad, Montana that has built her flourishing practice using a three-pronged approach of trust in self, trust in the process of building relationships, and trust in paying it forward for future advisors.
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Copyright 2012 National Association of Insurance and Financial Advisors - Michigan . All rights reserved.
NAIFA - Michigan
ph: 517-668-3960
alt: 517-331-0488
naifamic