American seniors are sitting on a massive mountain of cash.
Low-interest rates, rising home prices, and vanishing inventory have contributed to all-time-high home equity, yet most of it sits untouched and forgotten.
4 min read
$9.2 Trillion in Senior Home Equity is the Largest Asset Pool You’ve Never Heard Of
Topics: Extended Care Business Performance Center Potential Partners for Advisors
1 min read
Webinar Series: Caffeinate Your Revenue with the Insperity Broker Program
Unlock the income potential of being an insurance broker partner with Insperity.
Topics: Grow Your Business Webinar Business Performance Center Potential Partners for Advisors
1 min read
Special Webinar Series: Hyper-Growth in a Hybrid Environment
NAIFA has teamed up with White Glove, to present the webinar series: Hyper-Growth in a Hybrid Environment, September 13- 17th. Each day will focus on a strategy to support advisors in prospecting and marketing.
Topics: Sales & Marketing Webinar Business Performance Center Potential Partners for Advisors
5 min read
9 Tips for Communicating Decisions You Don’t Agree With
A change in business hours, layoffs, a reduction in benefits, a department reorganization, an elimination of bonuses, elimination of casual Fridays: Change in business is as relentless as it is inevitable.
Topics: Leaders Potential Partners for Advisors
1 min read
Webinar: If a DOL Wage & Hour Investigator Came Calling, Would You Be Prepared?
How confident are you in your employee classifications and the process you use to categorize them? Do you really understand the differences between exempt vs. non-exempt classifications when it comes to your white-collar employees?
Topics: Compliance Small Business Webinar Potential Partners for Advisors
1 min read
Webinar On Demand: How To Advise Your Clients to the Zero Tax Bracket
This month, Fairway Mortgage and the Business Performance Center presented the webinar “How to Advise Your Clients to Get to the Zero Tax Bracket.”
Topics: Tax Savings Webinar Potential Partners for Advisors
5 min read
8 must-ask questions when shopping for a PEO
Are you uncertain about how to find the most suitable professional employer organization (PEO) for your company?
Have you explored all your options? After all, not all PEOs are the same.
Deciding which one offers the best service, the greatest value, and the type of expertise that your organization needs isn’t always so simple.
Topics: Benefits Small Business Business Performance Center Potential Partners for Advisors
3 min read
OneAmerica Partners with NAIFA to Support Advocacy and Educational Initiatives
NAIFA and OneAmerica® have completed an agreement on the Educational Partner Program, under which OneAmerica will provide educational content and thought leadership for NAIFA’s Advisor Today platform as well as its Centers for Excellence: The Business Performance Center, Limited and Extended Care Planning Center, and Talent Development Center. OneAmerica sponsored and participated within NAIFA’s 2021 Virtual Congressional Conference held May 25-26th that drew more than 1,350 advisors, and will be a key sponsor for the upcoming Performance+Purpose conference to be held virtually August 17-19, 2021.
Topics: Talent Development Center Business Performance Center Limited & Extended Care Planning Center
2 min read
NAIFA and ReminderMedia Announce Marketing Partnership
NAIFA and ReminderMedia have completed a marketing partnership agreement to promote professional cooperation between the two organizations. Under the partnership, ReminderMedia is a founding member of the Business Performance Center. NAIFA and ReminderMedia will work together to give broader access for financial professionals and consumers in areas where the organizations’ interests overlap.
Topics: Business Performance Center
4 min read
FinTech: Not All That Glitters Is Gold
I’ve given dozens of talks on the need for financial professionals to navigate the digital landscape effectively, and invariably the conversations veer into the arena of “what’s the newest, best tech to help me grow?” As a self-avowed tech junky, I am always obliged to engage in this conversation, because it’s a lot of fun to talk technology.
