NAIFA-California

NAIFA-California NAIFA protects & promotes the critical role of insurance provided by professional agents & advisors.

What does today’s economic environment mean for financial professionals and their clients?At the Sales Growth Summit, ec...
03/31/2026

What does today’s economic environment mean for financial professionals and their clients?

At the Sales Growth Summit, economist Bryce Gill of First Trust will break down the major forces shaping today’s markets.

Topics include:
• Inflation and interest rate cycles
• The resilience of the U.S. economy
• Demographic and global workforce shifts
• Trade policy and manufacturing trends

Understanding these macroeconomic factors helps advisors better guide clients through market uncertainty.

Bryce’s presentation is just one of several expert-led sessions at the Sales Growth Summit covering topics including long-term care planning, innovative financial strategies, and legislative updates impacting the profession.

📅 April 14 | Sacramento

Explore the full agenda and join colleagues from across California for an afternoon of insights, CE opportunities, and meaningful industry discussion.

Learn more and register today. https://hubs.ly/Q0497D7F0

One of the highlights of NAIFA-California Legislative Day this year will be the opportunity to hear from candidates for ...
03/30/2026

One of the highlights of NAIFA-California Legislative Day this year will be the opportunity to hear from candidates for California Insurance Commissioner.

As financial professionals, the decisions made by the Insurance Commissioner’s office affect our clients, our businesses, and the regulatory environment we operate in.

During Legislative Day, attendees will hear directly from the candidates about their perspectives on key issues impacting the insurance industry.

It’s a rare opportunity to engage with future regulatory leadership and better understand the direction of insurance policy in California.

Register today: https://hubs.ly/Q048Vf5m0

If you're planning to attend the Sales Growth Summit, consider staying in Sacramento for Legislative Day on the Hill the...
03/27/2026

If you're planning to attend the Sales Growth Summit, consider staying in Sacramento for Legislative Day on the Hill the following day.

Together, these events provide a powerful combination:
April 14 – Sales Growth Summit
• CE-approved sessions
• Economic insights
• Sales and planning strategies

April 15 – Legislative Day
• Advocacy training and legislative briefings
• Meetings with state lawmakers
• Guest speakers including candidates for California Insurance Commissioner

Professional development and industry advocacy — all in one trip.

Register for both today: https://hubs.ly/Q048F8Kq0

Home equity is often one of the largest assets clients have — yet it’s frequently underutilized in financial planning co...
03/26/2026

Home equity is often one of the largest assets clients have — yet it’s frequently underutilized in financial planning conversations.

At the Sales Growth Summit, Phil Walker of HighTechLending will present:
“Why Millions of Homeowners Can Now Afford Financial Products.”

Phil will explore how new ultra-low payment HELOC structures can create new opportunities for financial professionals to incorporate housing wealth into retirement and financial planning strategies.

For advisors looking to expand the tools available to clients, this session will provide valuable insights.

📅 April 14 | Sacramento

Explore the full agenda and join colleagues from across California for an afternoon of insights, CE opportunities, and meaningful industry discussion.

Learn more and register today. https://hubs.ly/Q048ywk40

Long-term care planning is one of the most important — and often overlooked — aspects of financial planning.At the Sales...
03/25/2026

Long-term care planning is one of the most important — and often overlooked — aspects of financial planning.

At the Sales Growth Summit, Stan Israel will present a CE-approved session:
“Filling the Gaps with Long-Term Care Insurance: What Medicare and Medi-Cal Don’t Address.”

The session will cover:
• What long-term care actually includes
• Where care is typically provided
• The coverage limitations of Medicare and Medi-Cal
• Funding options including LTC insurance and other strategies
• Current and projected costs of care

Advisors will walk away with practical insights to help clients prepare for the financial realities of extended care needs.

📅 April 14 | Sacramento

Explore the full agenda and join colleagues from across California for an afternoon of insights, CE opportunities, and meaningful industry discussion.

Learn more and register today.https://hubs.ly/Q048mfBG0

Understanding today’s economic environment is critical for advisors helping clients navigate uncertainty.At the Sales Gr...
03/25/2026

Understanding today’s economic environment is critical for advisors helping clients navigate uncertainty.

At the Sales Growth Summit on April 14, economist Bryce Gill from First Trust will present a CE-approved session titled: “Volatility Has Arrived.”

Bryce will explore:
• The impact of inflation and interest rate cycles
• Global trade and supply-chain dynamics
• Demographic trends shaping the global economy
• What current market conditions may signal for future growth

Bryce is part of the First Trust Economics Team, which Bloomberg has ranked among the top forecasters of the U.S. economy.

If you want a clearer framework for understanding today’s market volatility, this is a session you won’t want to miss. https://hubs.ly/Q048m47y0

⏰ Last chance to register.This Thursday (3/26), we’re hosting the NAIFA Greater Bay Area Webinar:AI Without the Hype: Ho...
03/24/2026

⏰ Last chance to register.

This Thursday (3/26), we’re hosting the NAIFA Greater Bay Area Webinar:
AI Without the Hype: How to Be Offensive and Defensive in Your Practice.

AI conversations are everywhere — but advisors need more than headlines and hot takes.

In this session we’ll focus on what actually matters:
• How AI can create leverage in your practice
• Where advisors need to be cautious
• How to protect your clients, compliance, and reputation
• Why the human side of advice is still your greatest advantage

Join Matt Halloran, Chief Evangelist at Zocks, TEDx Speaker, and one of the Top 10 Most Influential People in Financial Services, as he breaks down where AI creates real opportunity for advisors—and where it’s important to stay cautious.

If you want clarity instead of hype, this session is for you.

📅 March 26
⏰ 10:00–11:00 AM PT
💻 Free to attend

Grab your spot before we start. https://hubs.ly/Q0487BzX0

Quick question for advisors:When a client asks “How is AI affecting your business?” — what’s your answer?AI is becoming ...
03/23/2026

Quick question for advisors:
When a client asks “How is AI affecting your business?” — what’s your answer?

AI is becoming part of conversations across our industry. The advisors who understand it will be the ones leading those conversations.

Join NAIFA Greater Bay Area on March 26 for a practical discussion:
AI Without the Hype: How to Be Offensive and Defensive in Your Practice

Our speaker, Matt Halloran — Chief Evangelist at Zocks, TEDx Speaker, and recognized as one of the Top 10 Most Influential People in Financial Services — brings years of experience helping financial advisors adapt to industry change while keeping the human element at the center of advice.

We’ll explore how to:
• Use AI to improve efficiency and productivity
• Protect your practice from new risks
• Stay compliant while adopting new technology
• Maintain the human connection clients rely on

📅 March 26
⏰ 10–11 AM PT
💻 Free to attend

Come for the clarity. Leave with practical insight. ➡️ https://hubs.ly/Q047Y9hh0

Everyone is talking about AI.But very few people are talking about it in a way that’s actually useful for financial advi...
03/20/2026

Everyone is talking about AI.
But very few people are talking about it in a way that’s actually useful for financial advisors.
What does AI really mean for your practice?

Join us for the NAIFA Greater Bay Area Webinar:
AI Without the Hype: How to Be Offensive and Defensive in Your Practice

We’ll cover:
• Where AI can create real leverage in your business
• What risks advisors need to watch for
• How to stay compliant while exploring new tools
• Why the human side of advice matters more than ever

If you're hearing about AI from every direction but still want practical clarity, this session is for you.

This session will be led by Matt Halloran (Chief Evangelist @ Zocks, TEDx Speaker, and Top 10 Most Influential People in Financial Services), who works closely with financial advisors and firms navigating technology, marketing, and the evolving advisor-client relationship.

📅 March 26
⏰ 10:00–11:00 AM PT
💻 Free to attend: https://hubs.ly/Q047JW950

AI is everywhere right now.But what does it actually mean for financial advisors?Join NAIFA Greater Bay Area on March 26...
03/19/2026

AI is everywhere right now.
But what does it actually mean for financial advisors?

Join NAIFA Greater Bay Area on March 26 (10 AM PT) for:
AI Without the Hype: How to Be Offensive and Defensive in Your Practice

Matt Halloran — Chief Evangelist at Zocks, TEDx Speaker, and named one of the Top 10 Most Influential People in Financial Services — will lead this conversation and share practical insights on how advisors can navigate AI with confidence, without getting lost in the hype.

We’ll cover how advisors can:
• Use AI to create efficiency and growth
• Protect client relationships and compliance
• Separate real opportunity from industry hype

No buzzwords. Just practical insight.

💻 Free to attend.: https://hubs.ly/Q047CdS50

Join us on April 15 at 12 PM Eastern for the Q2 State of NAIFA webinar. Hear updates from Christopher L. Gandy, Kevin Ma...
03/19/2026

Join us on April 15 at 12 PM Eastern for the Q2 State of NAIFA webinar. Hear updates from Christopher L. Gandy, Kevin Mayeux, and Diane Boyle on advocacy priorities, key programs, and how to get the most out of your NAIFA membership this year.

https://hubs.ly/Q047x3m_0

Public policy decisions affect how financial professionals serve their clients every day.That’s why NAIFA-California mem...
03/18/2026

Public policy decisions affect how financial professionals serve their clients every day.

That’s why NAIFA-California members gather each year in Sacramento for Legislative Day on the Hill.

On April 15, advisors from across the state will meet directly with lawmakers to discuss issues impacting the insurance and financial services industry.

This year’s event is especially important. Candidates for California Insurance Commissioner will be in attendance, offering an opportunity to hear directly from those seeking to lead our state’s insurance regulatory environment.

Advocacy is one of the most powerful ways we can protect our profession and the clients we serve.

Your voice matters.https://hubs.ly/Q047qWzd0

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