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NAIFA's Limited & Extended Care Planning Center

The LECP Center empowers professionals to network with solution and service providers to share best practices, directly access subject matter experts, research, training and resources; and provide thought leadership so we may continue to address the changing needs of the market.

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NAIFA and Carefull Announce Educational Partnership

By NAIFA on 10/7/21 3:40 PM

The National Association of Insurance and Financial Advisors (NAIFA) and Carefull have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two organizations. Under the partnership, Carefull will provide preferred access to the Carefull monitoring technology for NAIFA members, content for NAIFA blog posts and social media platforms, as well as articles around protecting and managing older adult's finances for NAIFA’s Advisor Today

Topics: Caregiver Resources Financial Wellness Potential Partners for Advisors

Complimentary CE at this Exclusive Webinar Presented by Mutual of Omaha Mortgage

By Beth Helberg on 5/5/21 4:26 PM

NAIFA partner Mutual of Omaha Mortgage is offering a webinar on Tuesday, May 18th at 1:00 p.m.  central, with industry expert Wade Pfau, Ph.D., CFA, RICP as he discusses how different types of annuities work. 

Topics: Annuities Annuities with Accelerated Benefits Financial Wellness
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Exclusive Webinar: Using Housing Wealth to Improve Financial Outcomes in Retirement

By NAIFA on 1/7/21 2:11 PM

We're proud to let you know about this upcoming webinar from our partner, Mutual of Omaha, on Tuesday, January 19, at 2:00 pm EST / 11:00 am PST with tax attorney, industry expert, speaker and author Barry H. Sacks Ph.D., who will be discussing using housing wealth to improve financial outcomes in retirement. 

As clients retire, and hence end the receipt of regular income from employment or professional activity, cash flow considerations become paramount.  This webinar examines four situations in which home equity can be used to diminish retirees' risk of cash flow exhaustion while maintaining an acceptable level of living expenses.  
Topics: Retirement webinar Financial Wellness

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