Upcoming Events

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.

Join us virtually on May 7, 2025 for a virtual opportunity to join a discussion on long-term care/medicaid planning! 

We are excited to welcome guest speaker Shane Van Patten Regional Vice President at E4 Insurance Services. One lucky attendee will win a free CE voucher. 

We can't wait to see you on Zoom!

Join us virtually on April 23, 2025 for an opportunity unique to NAIFA-New Jersey members!  Free, bi-weekly programming on the latest industry trends, topics, and products.  

We are excited to welcome guest speaker Ryan Ross founder of IFA Marketing, a digital marketing agency. One lucky attendee will win a free CE voucher. 

We can't wait to see you on Zoom!

Join your fellow NAIFA NJ YAT members (under 40 or less than 4 years in the business) for a networking event at Source Farmhouse Brewery in Colt's Neck. Come sample some awesome brew and see what your fellow advisers are up to!

Source Farmhouse Brewery

300 Route 34

Colt's Neck, NJ 07722

Join us virtually on March 5, 2025 for an opportunity unique to NAIFA-New Jersey members!  Free, bi-weekly programming on the latest industry trends, topics, and products.  

We are excited to welcome guest speaker James Steidel,  Senior Vice President and Director of Disability Insurance for National Financial Network. One lucky attendee will win a free CE voucher. 

We can't wait to see you on Zoom!

Join us virtually on February 19, 2025 for an opportunity unique to NAIFA-New Jersey members!  Free, bi-weekly programming on the latest industry trends, topics, and products.  

We are excited to welcome guest speaker Barbara Cooley. One lucky attendee will win a free CE voucher. This session's topic is Group Health Insurance.

We can't wait to see you on Zoom!

Join us virtually on February 5, 2025 for an opportunity unique to NAIFA-New Jersey members!  Free, bi-weekly programming on the latest industry trends, topics, and products.  

We are excited to welcome guest speaker Christine Lapinski, speaking on Supplemental Benefits. Register and attend for a chance at a free CE voucher!

We can't wait to see you on Zoom!

The NAIFA-New Jersey Bi-Weekly Educational Series is NEW for 2025! Join our first session of the year and not only get information about term and life solutions, but be entered into a drawing for a CE voucher, courtesy of Global Atlantic, that will be randomly awarded to one attendee! We can't wait to have you join us virtually on January 22nd as we have Brad Mills, Regional Vice President, Life Sales at Symetra join us!

Join us virtually on January 8 from 11:00 - 11:45 am for an opportunity unique to NAIFA-New Jersey members! Free, bi-weekly programming on the latest industry trends, topics, and products - this time we will have guest speaker Marissa DeSandolo joining us. We can't wait to see you on Zoom!

NAIFA members are loving New Jersey's Bi-Weekly Series! Join us December 4th for a discussion with Alan Callahan.

To learn more about Alan, please click here.

NAIFA members are loving New Jersey's Bi-Weekly Series! Join us November 20th for a discussion on multi-life guaranteed issue life insurance with Corey Cox.

To learn more about Corey, please click here.

NAIFA NJ's Bi-Weekly Education Series is gaining traction!!

Join 40+ of your fellow members for the November 6th session on Life Settlements!

Mark Isenman has served as National Sales Director for Welcome Funds since 2005, overseeing the firm’s sales and business development initiatives. He works closely with all types of financial, estate planning, and insurance professionals and the affiliated organizations they represent. Mark’s client first and solution oriented approach was first learned in the financial services industry in New York City for almost a decade after graduating from Cornell University in 1993. He applies the same philosophy to Welcome Funds. Mark currently resides in Weston, FL.

Join NAIFA-New Jersey on June 3rd from 9:00 am - approximately 2:00 pm for our 2024 Legislative Day! 

The Annual NAIFA-NJ Legislative day allows members an opportunity to represent NAIFA in Trenton while seeing state government firsthand. In addition to meeting with legislators on the latest issues, attendees will sit in on committee meetings of interest as well as participate in brief hallway introductions with legislators when possible. We can't wait to see you!

New Jersey State House
125 W State St
Trenton, NJ 08608

Join us virtually on October 23th from 11:00 - 11:45 am for an opportunity unique to NAIFA-New Jersey members! Free, bi-weekly programming on the latest industry trends, topics, and products - this time we will have guest speaker Chris Cefalo joining us. We can't wait to see you on Zoom!

NAIFA-New Jersey's Level Up event will give you the tools and tricks to take your practice up a notch, in addition to the latest updates and more. Be one of the first 50 to register and receive a free book from one of our speakers! We will be joined by Matt Newman and Walter Bond. We can't wait to see you there.

Bell Works
101 Crawfords Corner Road
Holmdel, NJ 07733

Join us virtually on October 9th from 11:00 - 11:45 am for an opportunity unique to NAIFA-New Jersey members! Free, bi-weekly programming on the latest industry trends, topics, and products - this time we will have guest speaker Channing Schmidt, CEPA, CFP, J.D. joining us. We can't wait to see you on Zoom!

Join us virtually on September 25th from 11:00 - 11:45 am for an opportunity unique to NAIFA-New Jersey members! Free, bi-weekly programming on the latest topics - this time we will have guest speaker Nick Repertorio joining us. We can't wait to see you on Zoom!

Founded over 30 years ago, USA Funding specializes in providing commercial and governmental financing solutions, including SBA, NJEDA, and FmHA guaranteed loans. With a strong network of over 100 banks and lending partners, the firm boasts a 98% approval ratio and finances over $150 million annually. USA Funding assists businesses in obtaining capital by handling all aspects of loan processing, from application to closing. Their expertise ensures clients receive fast and accurate funding, making them a trusted partner for business growth.

Nick Repertorio from USA Funding will explain why life insurance agents are a critical part of the SBA loan process. SBA loans often require life insurance on the principal for the term of the loan, creating a unique opportunity for life insurance agents to expand their business.

By understanding the nuances of SBA loans and their requirements, life insurance agents can identify prospects who need financing and recommend SBA loans as a viable solution. This not only helps clients secure necessary funding but also allows agents to secure new policies and build lasting relationships.

Join us virtually on July 31st from 11:00 - 11:45 am for an opportunity unique to NAIFA-New Jersey members! Free, bi-weekly programming on the latest topics - this time we will have guest speaker Stephen Wallach joining us. We can't wait to see you on Zoom!

Steve Wallach is a Key Account Representative for the National Life Group. He received a Bachelor of Science in Business Administration at the University of Vermont. After graduating from UVM in 2012, he started his career as a Conservation Specialist for NLG. In 2014, Steve pursued an opportunity in Distribution and became an Internal Sales Associate which allowed him to grow sales skills and create valuable relationships. In 2019, he achieved his goal of becoming a Key Account Representative on the Affiliated Distribution team. In addition to his career, Steve enjoys creating music, watching hockey and football, and traveling the world. He currently resides in Vermont with his wife Rhea.

Join us virtually on July 17th from 11:00 - 11:45 am for an opportunity unique to NAIFA-New Jersey members! Free, bi-weekly programming on the latest topics - this time we will have guest speaker John O'Hara joining us. We can't wait to see you on Zoom!

John O'Hara is a licensed NJ Life and Health Insurance Producer, and the President and Owner of NJ Life and Health Insurance Group LLC in Toms River NJ. After leaving the scientific research field and spending time in the Medicare industry, he and his brother William recognized a need for unbiased insurance education not motivated by sales commissions. With that, they started NJ Life and Health in March of 2018 and strive to help educate clients every day.

Join us virtually on June 5th from 11:00 - 11:45 am for an opportunity unique to NAIFA-New Jersey members! Free, bi-weekly programming on the latest topics - this time we will have guest speaker Bill Schatz joining us. We can't wait to see you on Zoom!

Hear presentations on the latest industry trends and topics - free to NAIFA members! This month we will hear Tom Connelly. We can't wait to have you join us virtually on Zoom May 22nd from 11:00 - 11:45 am. 

Join us virtually on May 8th for an opportunity unique to NAIFA-New Jersey members! Free, bi-weekly programming on the latest topics - this time we will have guest speaker James Steidel joining us. We can't wait to see you on Zoom!

NAIFA NJ's bi-weekly educational series is free to members and a great way to learn about industry trends, product information, you name it!

In this installment, join Lisa Diaram, Senior Enterprise Human Capital Management at Paychex Inc.

NAIFA New Jersey's Educational Series is a member-only benefit, providing two opportunities a month to learn about the latest trends, topics and products.

In this installment, Chris Stahowick, Senior Internal Wholesaler with Fidelity & Guaranty Life, will talk annuities!

Join NAIFA-New Jersey for a webinar event on March 27th from 11:00 am - 12:00 pm - a National Life Annuity Discussion with Lee Revels. 

Lee is a graduate of Baylor University and a thirty-year veteran in the financial services industry. He is securities licensed since 1993 with a 65, 7, 8, & 24; and has held a Life & Health insurance license since 1997.

Lee joined National Life Group as the NLFA Annuity Director in August of 2021, having worked as an annuity and mutual fund wholesaler with Kemper, MFS/SunLife, Prudential, Nationwide, Lincoln and Symetra. Lee has extensive experience with all types of annuities and benefit riders, case design, and the competitive landscape. He specializes in building relationships with advisors and partnering with them to maximize annuity production.

Join NAIFA-New Jersey for our March NAIFA Live Watch Party coming to you Thursday, March 21st! 

This month's NAIFA Live Watch Party will be held at Certified Financial Services in Paramus.

In this dynamic session, attendees will explore the many facets of financial services exit planning in today’s environment.

Using the case study format, James S. Aussem, JD, AEP will lead the discussion of exit planning for three different types of financial practices, these include a Financial Planning practice, a Financial Planning and Insurance practice, and a practice specializing in Life Insurance, Long Term Care Insurance, and Disability Income. The goal will be to provide exit planning guidance and solutions through a discussion that will include current issues, key issues universal to a transaction, trigger events, and structure of a transaction.

NAIFA Live will begin at 12:00 pm Eastern. We can't wait to see you!

Certified Financial Services
52 Forest Avenue
Paramus, NJ 07052

Join NAIFA-New Jersey virtually for a bi-weekly webinar series offering members a FREE opportunity to stay up to date with the latest trends and products. This week's speaker is John Asfar. We can't wait to see you!

Join NAIFA-New Jersey virtually for a bi-weekly webinar series offering members a FREE opportunity to stay up to date with the latest trends and products. This week's speaker is Clark Ostvig. We can't wait to see you!

Join NAIFA-New Jersey on Friday, February 23rd for a YAT Event! If you're new to the industry, come meet other fellow members and prospective members for happy hour. Casual networking and FREE to attend!

Light fair and snacks included. Beverages available for purchase on-site. We can't wait to see you there!

Muckley Eye Spirits
NJ-34
Colts Neck, NJ 07722

Join NAIFA-New Jersey for our February NAIFA Live Watch Parties coming to you Friday, February 16th!

Join us at one of TWO locations - Certified Financial Services OR The Fortis Agency for another great watch party event at NO charge! We will have light refreshments and chat about NAIFA-New Jersey after the NAIFA Live presentation.

NAIFA Live will begin at 12:00 pm Eastern. We can't wait to see you!

Certified Financial Services
52 Forest Avenue
Paramus, NJ 07052

The Fortis Agency
101 Crawfords Corner Road, Suite 4125
Holmdel, NJ 07733

Join NAIFA-New Jersey for a January NAIFA Live Watch Party coming to you Thursday, January 18, 2024! Join us at one of TWO locations - Certified Financial Services OR The Fortis Agency for another great watch party event. NAIFA Live will begin at 12:00 pm Eastern. We can't wait to see you!

Certified Financial Services
52 Forest Avenue
Paramus, NJ 07052

The Fortis Agency
101 Crawfords Corner Road, Suite 4125
Holmdel, NJ 07733

Join NAIFA-New Jersey virtually on January 17th beginning at 11:00 am for our Bi-Weekly NAIFA-New Jersey Educational Webinar Series! This month will be Lincoln Financial Group Annuity Basics with Craig Geiser. We can't wait to see you there!

Join fellow NAIFA members for NAIFA Live, our monthly program!

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.

NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer. 

Sign up now for NAIFA-New Jersey's 2023 Triple Play Day! Tune in virtually on Zoom Thursday, September 28th for this fantastic Virtual Event.

Join NAIFA-New Jersey for a chance to swing loose, hang out with your fellow YAT members, AND have a chance to win four tickets to the Yankees/Blue Jay's game on September 21st at 7:05 p.m.! We can't wait to see you there. Light beverages and snacks will be served.

FREE for YAT Members & Non-Members

Swing Loose at Bell Works
101 Crawford's Corner Road - First Floor
Holmdel, NJ 07733

Looking to connect in person with fellow NAIFA-New Jersey members?

Join us on Wednesday, July 19th for a NAIFA Live Watch Party! Come on out to Certified Financial Services to spend time with your colleagues and come together for this month's NAIFA Live featuring Howard Sharfman, Senior Managing Director at NFP Solutions as he moderates a panel featuring top industry talent imparting their stories, advice, and strategies to help you bolster your business.

NAIFA Live will begin at 2:00 pm.

Certified Financial Services 
52 Forest Avenue
Paramus, NJ 07052

Looking to connect in person with fellow NAIFA-New Jersey members?

Join us on Thursday, June 15th for a NAIFA Live Watch Party! Come on out to Certified Financial Services to spend time with your colleagues and come together for an exclusive members only NAIFA Live opportunity to learn more about the Financial Security Advocate badge together and go through the training as a group. It is the perfect chance for those who thrive in a group environment to learn and complete the FSA program!

After attending this NAIFA Live, members will have earned their FSA badge, which will be issued to them following the event to proudly post on social media and use in their marketing.

NAIFA Live will begin at 2:00 pm.

Certified Financial Services 
52 Forrest Avenue
Paramus, NJ 07052

Looking to connect in person with fellow NAIFA-New Jersey members?

Join us on Thursday, April 20th for a NAIFA Live Watch Party! Come on out to Certified Financial Services to spend time with fellow members and come together to hear from some of the best young industry talents and get a peek into their unique business concepts.

NAIFA Live will begin at 2:00 pm.

Certified Financial Services 
52 Forrest Avenue
Paramus, NJ 07052

Join NAIFA-New Jersey for a March Madness YAT Event & NAIFA Live Watch Party coming to you Thursday, March 16th! Join us at Source Farmhouse Brewery  - the party will begin at 1:00 pm. Pizza will be provided! Cash bar. We can't wait to see you there! 

Source Farmhouse Brewery
300 Route 34
Colts Neck, NJ 07722

Looking to connect in person with fellow NAIFA-New Jersey members?

Join us on Thursday, March 16th for NAIFA Live Watch Party! Come on out to Certified Financial Services to spend time with fellow members and come together to hear from Deidre Van Nest, Founder of Crazy Good Talks.

NAIFA Live will begin at 2:00 pm.

Certified Financial Services 
52 Forrest Avenue
Paramus, NJ 07052

Join us virtually on June 19th from 11:00 - 11:45 am for an opportunity unique to NAIFA-New Jersey members! Free, bi-weekly programming on the latest topics - this time we will have guest speaker Cristine Lapinski joining us. We can't wait to see you on Zoom!

Join us for NAIFA-New Jersey's 2023 Legislative Day on Thursday, March 9th! We can't wait to see you beginning at 8:30 am.

Meet up with your fellow members and venture to Trenton to talk with legislators about issues facing your clients.

After a briefing at Café NJ (located on the top level of the State House Complex parking garage), attendees will set out on their appointments.

The State House Annex
145 West State Street
Trenton, NJ 08608

Looking to connect in person with fellow NAIFA-New Jersey members?

Join us in Paramus on Thursday, January 19th for a NAIFA Live Watch Party! Come on out to Certified Financial Services from 2:00 - 3:45 pm to spend time with fellow members and come together to hear from Hunter Gimbel, Doug Grady, Caleb Guilliams, and Howard Sharfman with Transferable Sales Ideas from the Best in the Industry.

Attendance is limited to the first 30 who register, so sign up quick!

FREE for members. Bring a guest with you! Refreshments will be provided.

Certified Financial Services
52 Forrest Avenue
Paramus, NJ 07052