Webinars and In-Person Events Spotlight Advanced Practices for Advisors

The Advanced Practice Center, a joint project of NAIFA and the Society of Financial Service Professionals, has had an active year offering content and in-person events to provide thought leadership on advanced markets topics and concepts.

A series of APC Symposia wrapped up in Philadelphia in late September. The Philadelphia event – featuring industry experts Andrew Rinn, JD, CFP, CLU, ChFC, Ameritas; Mark Massey, SMA Services, Inc.; and Chris Nyland and Kenneth DePaola, Fulcrum Partners, LLC – explored developing opportunities in advanced markets, the use of cashbalance plans, and opportunities associated with non-qualified benefits.

Andrew Rinn was also at NAIFA’s Apex sales summit in Phoenix in August. He presented, “Calling ALL Advisors! It’s Time to Focus on You!” The program provided four strategies for insurance and financial professionals to ensure their own financial security and prosperity.

Stacey McMahan, JD, CLU, ChFC, Director of Advanced Designs at Pacific Life, presented an APC webinar on ways that life insurance can factor into advanced planning for business owners. The program, which was sponsored by Pacific Life, focused on potential roles for life insurance in business succession, retirement planning, and estate planning. A case study presented by McMahan illustrated how these different planning phases all fit into a comprehensive financial plan for a business owner.