Results > Research / Report: (6)
Advanced Search Filters
Clear Filters
Research / Report
Monday, April 15, 2024
Dell Technologies
The Next Now: How to Become an Innovation Leader in the Age of AI
Currently, only 18% of organizations worldwide can be classified as "innovative" with mature practices*. That's why Dell Technologies surveyed 6,600 business and IT decision-makers across 40 locations to find out what's preventing organizations from innovating and how they plan to leverage artificial intelligence in the future to drive outcomes.
Research / Report
Friday, April 14, 2023
Finance of America Reverse, LLC
2022 Home Equity Survey
The inaugural “Home Equity Punch List” survey indicates less than half of Baby Boomers consider home equity in long-term financial planning.
Research / Report
Wednesday, January 18, 2023
Universal Financial Consultants
10 Advanced Tax Planning Strategies For Your HNW Clients
Not to anyone's surprise HNW individuals pay the most money in taxes. However these individuals also stand to save the most when implementing the right tax planning strategies.
Research / Report
Monday, January 9, 2023
Universal Financial Consultants
How to Use Business Valuations as a Powerful Marketing Tool
Uncover gaps in planning for High-Net-Worth clients and provide sophisticated solutions that will satisfy their complex needs.
Research / Report
Wednesday, December 21, 2022
Universal Financial Consultants
No Collateral Premium Finance
One agent placed $1.5M in target premium through this program just in the last 4 months!
Research / Report
Tuesday, July 19, 2022
Universal Financial Consultants
NEW Virtual Seminar System for the Middle Market
The current economic and social environment has clients feeling vulnerable and desperate for a second opinion. Take advantage by providing timely updates and strategies that will have them begging to book a time on your calendar.
Copyright © 2024 NAIFA
National Association of Insurance and Financial Advisors
1000 Wilson Boulevard, Suite 1890
Arlington, VA 22209
Phone: 877-866-2432
info@naifa.org
Powered by Lead Marvels, Inc 2024