Past Local Events for NAIFA SF Peninsula
November 9th, 2022 12pm-2pm
"Long-Term Care Insurance…The Hybrid Product"
Presented by: Bridget Collins; One America
Discussion of One America’s AssetCare and AnnuityCare products and an update on the California Long Term Care Task Force
New York Life Building
951 Mariners Blvd, 6th Floor
San Mateo, CA 94404
October 12th, 2022 4pm-6pm
Social YAT Event
Come Join NAIFA SF Peninsula on October 12th for some networking at the Fieldwork Brewery in San Mateo.
Fieldwork Brewing Company
3030 S Delaware St
San Mateo, CA 94403
September 21st, 2022 11am - 1:00pm - Live in San Mateo
"The Benefits of Medicare Advantage Plans for your Senior Clients?"
Presented by: Ben Phillips, MBA; Regional Vice President for Alignment Healthcare
Life Producers, protect yourself against competition by having this conversation with your clients before others do.
Health Producers, do you want to increase production?
Financial Advisors, build your expertise around retirement planning!
Come Join NAIFA SF Peninsula on September 21st and Ben Phillips, will explain!
April 20th, 2022 - 4pm to 6pm
951 Mariners Island Blvd, San Mateo
Professional Speed Networking & Social YAT Event
All Industry Professionals invited including but not limited to: Insurance Agents, Financial Advisors, Bankers, Attorneys, Accountants, Estate Planners, etc.
March 16, 2022 NAIFA Zoom Meeting 1:00pm - 2:15pm
"CalSavers/Advanced Retirement Plan Design Solutions and Resources"
Presented by: Chad Johansen, Partner and Director of Consulting; Plan Design Consultants, Inc.
Chad started with Plan Design Consultants, Inc. back in 2010 as an extension of the California based consulting team. He was responsible for producing the PDC Comprehensive Retirement Plan Analysis that helps businesses determine the most effective tax saving design, investment provider solutions and operational efficiency to make plan administration smart.easy.awesome.
In 2014 Chad became a managing partner of PDC, Inc. and began building out a national consulting team. He is player/coach for the PDC Consulting team and still covers the great advisors servicing the Northern California area.
December 8, 2021 NAIFA Zoom Meeting 12:30pm - 1:30pm
Annual Meeting Hosted by NAIFA SF Peninsula
Join us after the NAIFA Live event to vote for your 2022 NAIFA SF Peninsula Board. It will be a networking meeting where you can go into breakout rooms, have general discussions and see one another before we move into 2022. Members will have an opportunity to vote in our new Board and we will have a donation drive for Samaritan House San Mateo.
November 10, 2021 NAIFA Zoom Meeting 10:45am - 12:30pm
Zoom Meeting Hosted by NAIFA SF Peninsula
"The Washington State Cares Act Experience and the California Long Term Care Task Force"
Presented by: Chris Ratier; NY Life, Seattle General Office
and Louis H. Brownstone, Chairman of California Long-Term Care Insurance Services, Inc.
Success in sales today isn’t about using magic scripts, manipulative techniques, or old-school tactics. It’s about selling more consultatively, more conscientiously, and with more patience. If you don’t take the time to understand and learn about your own Sales DNA, which is your internal thoughts, beliefs, drive, motivation, and competencies, what exactly are you relying on to ensure you perform at your highest level and reach your full potential?
September 29 - October 1, 2021 NAIFA-California's Annual E3 Conference
Engage. Empower. Explore.
NAIFA-California Comes Back Together LIVE
San Diego, CA
We are thrilled to come back in person for NAIFA-California's Annual E3 Conference - Engage. Empower. Explore. This year's conference is focused on growing your business, increasing your productivity, and how you will emerge out of the pandemic better than ever.
Event Highlights:
- Keynote presentation by former NFL player, Delvin Joyce
- Powerful breakout sessions by industry leaders
- Awards Lunch
- And much more
Special hotel rates are available for all e3 attendees at the Westin San Diego Downtown.
NAIFA-CA Room Rate: $165/night plus taxes and fees
Book by Tuesday, September 7, 2021
Book your group rate here
We can't wait to see you there!
September 22, 2021 NAIFA Zoom Meeting 10:45am - 1:00pm
Zoom Meeting Hosted by NAIFA SF Peninsula
"Inside Sales DNA: The Hidden Factors Preventing Sales Success"
Presented by: Steve Heroux, CEO & Founder; Victory Selling
Success in sales today isn’t about using magic scripts, manipulative techniques, or old-school tactics. It’s about selling more consultatively, more conscientiously, and with more patience. If you don’t take the time to understand and learn about your own Sales DNA, which is your internal thoughts, beliefs, drive, motivation, and competencies, what exactly are you relying on to ensure you perform at your highest level and reach your full potential?
Followed by,
"Top Sales Tips to succeed in the Health Insurance Space and Achieve a lasting Advisory Career"
Presented by Brett Johnson, NorCal Market Sales Manager, United Healthcare, Co-Owner; Valley Capital Advisors, LLC
Brett Johnson will share several tips for advisors to be aware of in the Health/Medicare space. Ultimately, information that can help advisors understand why Medicare or Health insurance is important to their clients and their business practice.
Join NAIFA TODAY!
Your membership in NAIFA and NAIFA-SF Peninsula is an investment in your professional career that will help ensure your business has a strong bottom line as your association strives each day to ensure a business climate that is conducive to your success.