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.
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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.
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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.