Come together as NAIFA-New York on February 18 at 1:45 pm. Meet your 2021 NAIFA-NY Board of Directors and find out what's in store this year, as well as hear from industry legend, Joe Jordan. Joe will discuss the idea of using reverse mortgages as a bridge to social security and Medicare premiums driven by income, eating up social security, which is taxable.
Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book, Living a Life of Significance. The book has sold over 125,000 copies, is translated in five languages and was featured in Nick Murray's "The Advisor's Essential Library."
Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department.
Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.
This session is sponsored by Lincoln Financial Group.
Space is limited. Register Today.