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Check out photos from NAIFA-New York's 2024 Conference - Elevate Your Game! We can't wait to see you at our next event.
Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.
Time for our final NAIFA Live Watch Party of the year! Come out to Offices of Northeast Financial Group for a NAIFA Live Watch Party on Thursday, November 21st beginning at 11:30 am.
Leveraging Life Insurance for Tax-Free Retirement
Tom Love, The Breakaway League
Bio:
Tom Love, CEO and financial coach with 47 years of experience, is a two-time MDRT speaker and founder of The Breakaway League. His mission is to educate advisors on leveraging the tax code to build wealth. Starting his career at Mutual of New York and later leading sales at Ohio National, Tom now has over $3 billion in client assets. Based in Nashville, he’s also an accomplished author and mentor, passionate about sharing his insights through his book Turning Clients into Advocates, The Life Insurance Owner’s Manual, and numerous speaking engagements.
Description:
In this presentation, we'll explore how life insurance policies can be a powerful tool in creating tax-free cash flow for clients during retirement. We'll dive into advanced strategies like utilizing life insurance loans. By using assets as collateral, clients can access funds without selling investments or disrupting long-term growth plans. Join us to learn how you can help clients make informed decisions and achieve secure, flexible retirements, with life insurance and collateral-based strategies as key components that:
We hope you will join us for this phenomenal event!
Member Only Event | Free
Event Location & Sponsored by:
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Offices of Northeast Financial Group
17 Lumber Rd
Roslyn, NY 11576
Join us in Melville on September 10th for NAIFA-New York's 2024 State Conference. Last year was a SOLD OUT performance in Manhattan, and 2024 is already guaranteed to be the same! Returning for a repeat performance is our keynote speaker, Delvin Joyce, CFP, CLU, ChFC, RICP. We can't wait to see you there!
Marriott Melville Long Island
1350 Walt Whitman Road
Melville, NY 11747
In follow-up to the NAIFA-New York webinar held jointly with NYS DFS to educate NAIFA members on their cybersecurity compliance requirements, the DFS has issued a new “cheat sheet” document to guide independent agents about how they can be in compliance with their new cyber regulations.
This template is intended for individual licensees who qualify for a section 500.19(a) limited exemption under the Cybersecurity Regulation, meaning:
(1) The individual licensee and its affiliates combined have fewer than 20 employees and independent contractors;
(2) The individual licensee must have less than $7,500,000 in gross annual revenue in each of the last three fiscal years from all business operations of the licensee and the business operations of its affiliates in New York State; or
(3) The individual licensee must have less than $15,000,000 in year-end total assets, including assets of all affiliates.
Laura Evangelista, Esq., legislative counsel for NAIFA-NY and was the former executive deputy superintendent at DFS, will teach this hands-on webinar. She will walk you through each section of this 19-page guidebook, and address your questions about compliance requirements.
Your independent agency is NOT considered exempt under these new regulations, and this webinar will address why, and how you can be in compliance and avoid costly fines.
This is an essential webinar for independent agents. NAIFA-NY is thrilled to bring this members-only resource to your door to address confusion that continues to be raised regarding if you are in compliance.
In a one-hour webinar Monday, July 22 at 10am EST, Ms. Evangelista will explain and address who does and does not qualify for exemptions from the regulation and the compliance obligations for an exempt producer.
In 2023, the New York Department of Financial Services (DFS) implemented amendments to New York’s cybersecurity regulation, known as Part 500. These new cybersecurity regulations impact every insurance producer who is licensed in New York—both resident and non-resident license holders.
Don’t miss this unique opportunity to hear directly from DFS. Register now to attend this important webinar. You must pre-register in order to receive the event link. Here is the PDF handout to reference during the event. See you then!
Help amplify the voice of our industry, and your clients, in Albany during NAIFA-New York's 2024 Legislative Day on May 8th. We are honored to co-host our day at the Capitol with the leadership of the Life Insurance Council of NY!
State Legislative Days are crucial to our grassroots advocacy strategy. The event brings insurance professionals and financial advisors together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the industry.
The greater our numbers, the louder and more influential our voices!
Albany Capitol Building
State St. and, Washington Ave
Albany, NY 12224
Join NAIFA-New York on Thursday, March 28 from 4:30 - 7:00 pm for a fun evening of brews, bites, and bantering! Come out to Genesee Brew House in Rochester.
Our president, Vinny Dallo, will be on hand to discuss current legislation threatening your livelihood in New York. Bills are being discussed that will impact long term care, tax increases, and "junk fees" bill that we successfully amended, with the help of our lobby team at Greenberg Traurig. We'd like to start a discussion with members about the benefits of new legislation that would unify the agent and broker licenses into one.
Do any of these topics intrigue you? Come to our program and hear from our Leadership experts what's happening in New York State. See you there!
FREE for Members | $25.00 Non-Members
Genesee Brew House
25 Cataract St
Rochester, NY 14605
Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.
How do you put $100K - $300K in new revenue into your agency? Find out on Friday November 10 during NAIFA-NY's webinar. Free for members!
"DTDW" - what's that stand for? Do The Damn Work. Hear Carson Porter tell you how to ethically and profitably add $100K - $300K per year, in additional income, from annuity/life production. Carson's candor and creative analogies will hold you accountable, and inspire you to a higher standard, while opening your mind to possibilities you've not yet considered.
Learn how to:
• Build a relevant agency
• Build value without expectations
• Garner interest and gauge interest – how?
• Start a conversation…..and make money
Register now and learn the secret to revenue growth for your agency!
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Join fellow NAIFA-New York members in New York City for our 2023 State Conference - Elevate Your Game! Click the button below to check out the full agenda, speakers, and find more information.
Help amplify the voice of our industry and your clients in Albany during NAIFA-New York's Legislative Day. State Legislative Days are crucial to our grassroots advocacy strategy. The event brings insurance professionals and financial advisors together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the industry.
Be among the first 20 registrants who attend and receive a $250 reimbursement of your travel expenses!
The greater our numbers, the louder and more influential our voice.
Please join LIAFPN on Wednesday, March 22nd at 8:00 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Social Security Benefits sponsored by NAIFA-NY.
Ken Fish, Regional Vice President for Touchstone Investments, & Brian Doherty, a nationally-recognized authority on Social Security claiming strategies and a speaker and media commentator, will provide the ins and outs of when to take social security benefits.
Join NAIFA-New York for a fun evening of brews, bites, and networking with those in the financial services industry!
FACTORY - Beer Tree Brew
511 Reynolds Road
Johnson City, NY 13790
Join NAIFA-New York to network, collaborate and celebrate the new year! We're planning a fun-filled evening with axe throwing, a drink, & fellowship. Closed-toed shoes are required, and you must sign a waiver prior to attending. We look forward to seeing you there— feel free to bring a friend!
$20.00 Members & Non-Members
Those who attend will be reimbursed their registration fee after the event!
The Yard Hatchet & Bar
16 Sheridan Avenue
Albany, NY 12210
Want to learn more about how to achieve extraordinary professional success early in your career? Hear from someone who has done it! Join NAIFA-New York for a Q&A with Matthew Daley, MBA, FSCP, LACP, LUTCF of the Daley Agency (American National) in Miller Place, NY. Nick Limongelli, YAT Chair, will facilitate the virtual conversation on Tuesday, February 14 at 3:00 pm ET.
Daley was recognized by NAIFA as a national Advisor Today 4 Under 40 award winner in 2022. Having first earned his insurance producers license at age 18, Daley followed his father into the insurance and financial services industry and began working for his father’s practice after he graduated from college. Nearly eight years ago he joined American National as an agent, where he has achieved the level of Presidents Club or higher each year. He was American National’s Rookie of the Year in 2015, has twice been recognized as a company Olympian for having paid 50 or more life cases in a year, and last year ranked seventh overall among producers in the entire organization.
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Join Long Island Accountants & Financial Planners Network on Wednesday, January 11th at 8:30 AM at 201 Old Country Rd Melville, NY 11747 Lower Level for breakfast and a discussion on Qualified Retirement Plan Design for Business Owners – and an update from NAIFA-New York. Passage of the SECURE Act 2.0 as part of the 2023 Omnibus Appropriations bill greatly benefits consumers as well as the insurance financial professionals who help them prepare for retirement and achieve financial security. This is a tremendous opportunity for NAIFA members to discuss with their clients and be part of a big sales opportunity in the retirement sales arena.
Andrew Roth, Esq., Partner at Danziger & Markhoff LLP, will share ways business owners can withstand the headwinds generated by the current environment while maintaining the ideal qualified retirement plan design for their business. NAIFA-New York members will be in attendance to share more about our chapter and the numerous benefits of being a NAIFA member. CPE and CFP credits are available for those who attend.
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Join NAIFA-New York, Mike Murphy, and Laura Evangelista with Greenberg Traurig for an Elections Wrap-Up and Legislative Outlook webinar! Tune in on Zoom Thursday, November 10th from 8:30 - 9:30 am for a highlight of the outcome of the elections, their impact on New York, and a legislative & regulatory outlook for members.
Join fellow members of the NAIFA-NY Young Advisors Team (YAT) for a virtual social to meet other young advisors and have a great time connecting, sharing, and learning!
NAIFA created the Young Advisors Team (YAT) for members who are 40 years of age and under, or within their first five years in the industry. The purpose is to ensure that young and new advisors receive the vital tools, resources, and networks necessary to succeed in the financial services industry. We hope to see you there!
NAIFA-New York is back for our July edition of our webinar series - NAIFA-New York @ 9 The Professional Advantage. Join us July 13th at 9:00 am for a Women in Finance panel featuring Evelyn Gellar, Aviva Pinto, and Melissa Negrin-Wiener.
NAIFA-New York is back with our webinar series - NAIFA-New York @ 9 The Professional Advantage. Join us for June's webinar, an Advocacy Update June 8th at 9:00 AM featuring Gary Cappon, Paul Sciacca, Mike Murphy, and Laura Evangelista with an Advocacy Update for New York.
Come experience The Power of You, The Power of Us as we amplify our voice in Albany during NAIFA-New York's Legislative Day. We are thrilled to be back in person for this powerful event.
Attendees will:
Join us for a special legislative reception on May 3rd with the Life Insurance Council of New York (LICONY).
Participants will receive a press release template to submit to your local news outlets to increase awareness of the advocacy work you are doing on behalf of Main Street USA
Join NAIFA-New York across four dates and five locations for our Spring Member Experience Tour. Each stop on this incredible tour is carefully designed to provide maximum value for your time and attendance, including a great speaker, an update on NAIFA-NY, expert sales tips from an experienced panel, and value-added content from a key industry sponsor. Best of all, we will be featuring our greatest resource...YOU!
Join us for NAIFA-New York's third webinar in our NEW series - NAIFA-New York @ 9: The Professional Advantage.
Tune in to hear from Larry Estridge and Michael Cohen of The D.B.L. Center LTD as well as John Emanuel from The Principal Financial Group for this Disability Forum.
Join us for NAIFA-New York's second webinar in our NEW series - NAIFA-New York @ 9: The Professional Advantage.
Tune in to learn some tips and tricks from Julbert Abraham, MBA, CEO of Abraham Global Marketing with "How To Crush It On LinkedIn In 2022."
Julbert is widely known as “The LinkedIn Guy”. He is the Founder of AGM, a LinkedIn training firm based out of Kearny, New Jersey. Julbert is the author of the book “7 Steps to 7 Figures Using LinkedIn”. He is also the host of the Small Biz Tips podcast on iTunes, Spotify and Stitcher where he interviewed Founders of some of America’s Fastest Growing Companies.
He has been featured and mentioned on Social Media Examiner, Entrepreneur, eMarketer, BBC, Huffington Post, ROI-NJ and NJ Business.
Julbert and his team have worked with over 600+ companies in 4 continents. Originally from Haiti, Julbert speaks 3 languages and has an MBA from Northeastern University and he is a Professor at Baruch College in New York City.
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Join us for NAIFA-New York's BRAND NEW webinar series - NAIFA-New York @ 9 The Professional Advantage. We're kicking off this first webinar with our 2022 Board of Directors' Installation and "Advocacy vs. Selling: The Art of Achieving 'Clients For Life'" with Bruce Libman, CEO of Accountant's Resource Group.
Bruce is recognized as an innovative marketer and networking strategist. He believes to succeed in Business Development you must embrace a “Clients For Life” philosophy.
Bruce was Director of Operations for a 100+ location National Retail Chain until 1986, when he changed his focus to the Financial Services arena with MetLife. He was a perennial member of the Million Dollar Round Table, an honor earned by a select few in Financial Services. In 1992 he became a consultant to the Principal Mutual Insurance Company and The Guardian Life Insurance Company. He specialized in sales training and individual marketing strategies with a passion for working with the Accounting and Law communities.
In 2005 he established Total Networking and Consulting beginning with three professionals, today the organization boasts more than 200 business owners and professionals.
