Investment, Retirement, Estate and Advanced Planning Center

NAIFA’s Investment, Retirement, Estate, and Advanced Planning Center (IREAP) delivers invaluable support to insurance agents and financial advisors by providing access to timely, expert-led resources in areas such as retirement, wealth, legacy, and advanced planning—ideal for even the most complex client scenarios. It offers a suite of resources, including curated content, educational events, and direct access to thought leaders and specialists, ensuring professionals stay ahead of evolving strategies and regulatory landscapes.

In essence, IREAP functions as a one-stop hub for advanced planning expertise—empowering advisors and agents to enhance their offering, deepen client relationships, and confidently tackle sophisticated financial planning challenges. If you'd like, I can delve into blog highlights, profiles of advisory council members, or upcoming events featured through the center—just say the word!

For more information, contact Carroll Golden, Executive Director of our Knowledge Centers at cgolden@naifa.org and share your thoughts on how to grow IREAP today!