Upcoming Events for NAIFA
April 21, 2021 Virtual Meeting 12:45pm - 2:00pm
“CalSavers/Advanced Retirement Plan Design Solutions and Resources”
Speaker: Angelo Cabral, Regional Vice President; John Hancock Retirement Specialist
Chad Johansen, Partner and Director of Consulting; Plan Design Consultants, Inc.
May 14, 2021 Virtual Meeting 12pm - 1:30pm
“The LLC Jungle”
Speaker: Kevin Brodehl; Patton Sullivan Brodehl LLP
Limited Liability Companies (LLCs) have become very popular in recent years thanks to their simple formation process and easy, informal method of operation. But don’t let the “friendly” nature of LLCs fool you – they are ripe for problems and litigation! Join Kevin Brodehl for a tour of “The LLC Jungle” and learn how to spot the dangerous pitfalls and traps for your LLC clients. Issues covered include California laws, operating agreements, membership rights and interests, managerial authority and fiduciary duties (a litigation hotspot), and more. The materials contain many fun and enlightening “war stories” based on real court cases.
June 8, 2021 NAIFA Road Show 10am - 11:30am
“This is the Greatest Time Ever to Sell Cash Value Life Insurance”
Speaker: Van Mueller, LUTCF
This session will show you easy ways to increase your appointments and then increase your success in each appointment. Then we will show you questions to ask customers that illustrate why this is the greatest time ever to own cash value life insurance. Instead of selling we will show how to ask customers if they would like the benefits provided by cash value life insurance. Don't miss this. It could change your career!