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 and Carefull Announce Educational Partnership
Topics: Financial Wellness Potential Partners for Advisors
Complimentary CE at this Exclusive Webinar Presented by Mutual of Omaha Mortgage
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: Life Insurance & Annuities Financial Wellness
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Exclusive Webinar: Using Housing Wealth to Improve Financial Outcomes in Retirement
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.