EduCalls
Three Easy Ways to Register:
By phone: Call the NAIFA Member Services Center at 1-877-866-2432.
By fax/mail: Download the brochure/registration
form and fax it to 703-770-8107 or mail to:
NAIFA Member Benefits – EduCalls
2901 Telestar Court
Falls Church, VA 22042
New: Complete the online registration form.
EduCalls are affordable and cost effective!
The registration fee allows you to invite an unlimited number of colleagues to listen to the presentation at your location.
A NAIFA EduCall is an educational conference call that provides a convenient way for you to stay current on timely topics and issues that can enhance your business. Learn from some of the best sources within the insurance and financial services industry, without leaving your home or office.
What are the benefits of an EduCall?
- Receive up-to-date, concise information that you can use to improve and increase your business;
- Participate in a live Q&A segment at the end of each call to get expert answers to your most pressing questions and concerns; and
- Obtain programming materials that you can share with your co-workers – great for business planning, goal setting and future reference.
What is the cost of an EduCall? |
||
| Members | Non-Members | |
| Any One Call | $25 | $50 |
| Any Two Calls | $45 | $90 |
| Any Three Calls | $65 | $130 |
| Entire Series (6 Calls) | $125 | $250 |
How does an EduCall work?
It’s simple. Once you register for your desired topic, you will receive a confirmation email with dial-in instructions for accessing the call. The email will include corresponding materials and handouts, if applicable. After the call, you will receive a CD of the recorded presentation. If you are unable to participate in a particular call of interest, you may purchase a CD at the NAIFA Marketplace.
2006 Schedule of EduCalls
AHIA EduCalls
The Association of Health Insurance Advisors (AHIA) offers a variety of EduCall programs for advisors who specialize in health insurance and employee benefits.
For additional information, contact AHIA at 703-770-8200 or visit their website.
Wednesday, November 15, 3 p.m. (ET)
Protecting Your Business (E&O Insurance)
Presenter: Ross Jordan, CPCU
Understand the most common causes of E&O claims. Know what to consider when determining your coverage and deductibles.
Past EduCalls
If you were unable to participate in a past EduCall, you may purchase a CD at the NAIFA Marketplace.
Wednesday, April 19, 3 p.m. (ET)
Sales Ideas for the 21st Century
Presenter: Van E. Mueller, LUTCF
Learn new ways to sell the benefits of life insurance, annuities and mutual funds. Discover techniques to help your clients increase their financial security and reduce their taxes.
Wednesday, May 17, 3 p.m. (ET)
Organizing Your Financial Practice
Presenter: Edward C. Auble, CLU, ChFC, MSFS, FLMI, LUTCF
Gain valuable insight into organizing your business for maximum efficiency and production. Discover how to incorporate innovative ideas for ultimate success.
Wednesday, June 21, 3 p.m. (ET)
Annuities: Rules & Regulations
Presenter: Dan R. Strain, PhD, MSFS, CFS, CLU, RHU
Uncover the challenges and opportunities advisors face when selling variable annuities. Discover new techniques for overcoming common pitfalls.
Wednesday, September 20, 3 p.m. (ET)
Tax Trap Avoidance in the Senior Market
Presenter: Gregory B. Gagne, ChFC, LUTCF
Understand the issues that concern retirees and how you can become their trusted advisor. Discover how to help your clients avoid tax traps and leverage their IRA nest eggs.
Wednesday, October 18, 3 p.m. (ET)
Year-End Tax Planning
Presenters:
H. Larry Fortenberry, CPA, CLU, ChFC
Keith M. Gillies, CLU, ChFC, CFP
Stuart G. Tugman, CLU, ChFC, FLMI, AEP
Robert L. Weigner, CLU, LUTCF
Develop strategies for using year-end planning sessions to solidify existing client relationships and create new opportunities to serve your clients.