NAIFA - Montana

NAIFA’s 2025 Congressional Conference is the ultimate platform for advocacy, connection, and impact. From May 19–20 at the Westin in Washington DC, you’ll gain targeted advocacy training, learn best practices for effective legislative meetings, and get insights from industry thought leaders on the policies affecting your clients’ financial security. https://hubs.ly/Q039PLpF0 #NAIFAproud #CongressionalConference #GrassrootsAdvocacy #FinancialProfessionals #InsuranceIndustry #FinancialServices #CapitolHill #WashingtonDC #AdvocacyMatters #BeTheVoice

Find out why thousands of financial professionals belong to the one and only association that advocates, educates, and differentiates its members at the national level and with chapters in all US states and territories. For more information and to join today, visit https://hubs.ly/Q03bPP1Q0 #NAIFAproud

Our webinar on Charitable Gift Annuities is less than two weeks away! Join us on Tuesday, March 25, 12:00–1:00 pm Eastern for this free webinar thanks to the American Cancer Society. Discover how CGAs can secure a fixed income, offer flexible payouts, and fulfill philanthropic goals—even with a QCD. Don’t miss out—register today! https://hubs.ly/Q03b96Gx0 #NAIFAproud #CharitableGifts #FixedIncome #Annuities

Elevate your career in the financial services industry with NAIFA’s LUTCF designation. Gain essential insurance expertise, enhance your prospecting strategies, and refine your practice management skills—all while unlocking fresh opportunities. Join the 70,000+ professionals who’ve propelled their practice forward with LUTCF, and start your journey to the next level today. https://hubs.ly/Q03bbd-H0 #ProfessionalGrowth #ContinuingEducation #CE #LUTCF #NAIFAproud #FinancialProfessional #Insurance #Agent

Premium-financed life insurance can be an appealing strategy—but do you know the hidden risks? Join us on tomorrow at 12:00 PM Eastern for Journal Live as we dive into a case study spotlighting the analytical techniques you need to master before jumping in. Learn the best practices for evaluating and managing this sophisticated financial arrangement—register now! https://hubs.ly/Q03b96n10 #NAIFAproud #JournalLive #Insurance #Retirement #FinancialPlanning

Why Attend the 2025 Congressional Conference? Speak as the Voice of the Industry: Ensure lawmakers understand the crucial role financial professionals play in guiding 90 million Americans toward financial stability. Build Relationships: Share firsthand stories of how proposed policies impact Main Street families and businesses—no one tells these stories better than you. Strengthen NAIFA’s Prestige: Your presence on Capitol Hill reinforces NAIFA’s standing as the leading voice for insurance and financial professionals. Make your voice count. Register today and encourage your colleagues to join. The greater our numbers, the louder and more influential our voice! https://hubs.ly/Q039KmNy0 #NAIFAproud #CongressionalConference #GrassrootsAdvocacy #FinancialProfessionals #InsuranceIndustry #FinancialServices #CapitolHill #WashingtonDC #AdvocacyMatters #BeTheVoice

Join us on Tuesday, March 25 from 12:00–1:00 pm Eastern for a free webinar—open to everyone, thanks to the American Cancer Society—on Charitable Gift Annuities. Explore how CGAs can provide a fixed income while fulfilling philanthropic goals, discover flexible payment options, and learn how to use a qualified charitable distribution to fund a CGA. Don’t miss this opportunity to elevate your knowledge and broaden your toolkit. Register today! https://hubs.ly/Q039K8TK0 #NAIFAproud #CharitableGifts #FixedIncome #Annuities

Featured in the latest Insurance News Net issue, NAIFA’s Executive Director of Specialty Centers, Carroll Golden, unpacks the rising need for long-term care (LTC) solutions and why financial professionals must integrate health care with wealth care. Discover how shifting demographics, emotional considerations, and emerging technologies are reshaping financial strategies for America’s aging population. Read the full article to learn how proactive LTC planning can offer peace of mind and protect your clients’ financial legacies. https://hubs.ly/Q039vfJV0 #NAIFAproud #Insurance #FinancialPlanning #Agent #LTC #LongTermCare #Retirement

Insure Your Love Month may be coming to a close, but your need for life insurance coverage is year-round. #InsureYourLove Credit: Life Happens, a NAIFA Community

Looking for ways to harness AI and supercharge your life insurance or financial services practice? Don’t miss Ken Leibow’s latest Advisor Today blog post packed with actionable tips to streamline workflows, enhance client experiences, and drive revenue. Level up your practice and stay ahead of the curve. https://hubs.ly/Q038fGXX0 #AI #FinancialServices #Insurance