NAIFA St. Louis
18500
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Who We Are

NAIFA is the only organization serving and representing insurance and financial advisors regardless of the products they sell or the focus of their practice. NAIFA is your professional association, and its focus is to protect your business, help you grow your business and promote ethical business conduct.

Oct
28
Wed
2020
Zoom Virtual Event — October 28, 2020
Oct 28 @ 3:00 pm – 5:00 pm

Last month we met Tony Adams, Sr. and discussed the planning concerns related to his closely-held business. This month we will be transitioning to look at the estate planning, retirement planning, long-term care planning, and health insurance matters for Tony and his wife, Angela.

This program will be an interactive case study into the lives of Tony, Angela, and their family. Our goal with the program is to provide an important look at how professionals from multiple disciplines can work together to provide the best service for their clients.

Register online.

Nov
10
Tue
2020
Protecting Your Clients Digital Assets Webinar
Nov 10 @ 10:00 am – 11:00 am
Protecting Your Clients Digital Assets Webinar

Presenter: Betsy Ehrenberg
Speaker profile on LinkedIn

Financial advisors have always had to encourage clients to keep wills and estate plans up to date. In today’s online world, advisors have an added duty: to make sure that if a client passes away his or her digital assets are in order and accessible.

Digital assets, including banking and brokerage accounts, email accounts and photo sites, airline rewards, travel points and social sites should be known to the financial advisor. Data brokers and credit reporting companies should remove the decedent’s name as of date of death. Some digital assets have real value and others might have sentimental value to heirs.

What happens if the financial advisor or fiduciary cannot access these accounts after a client passes away? Many of the accounts might be lost, frozen, deleted or even stolen by a well-meaning successor or even a fraudster.

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Meeting ID: 247 417 8984
Passcode: Legacy

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Meeting ID: 247 417 8984
Passcode: 866609
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You owe it to yourself  to become part of an association that has you and your client’s best interests in mind. The National Association of Insurance and Financial Advisors provides the opportunity to gain confidence and knowledge in your business by surrounding yourself with people that have years of experience and success. Watch and learn why many of our members find to be so crucial to their business. 

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Platinum Sponsors

Brokerage Unlimited Incorporated St. Louis
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