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UPCOMING EVENT SNAPSHOT
Webinars & Events for Members
NAIFA Live
February 20, 2025
12 PM Eastern
Systematizing Your Life & Annuity Success
Join Carson Porter as he shows you how to systemize your success in term and cash value life insurance production, and annuities. Then go beyond to the next level as Carson reveals how you can build and scale a profitable and ethical agency that is always relevant.
Navigating the Medicare Maze
Wednesday, February 26, 2025
12 pm eastern
This webinar will take a deep dive into Medicare and the important role it plays in clients’ retirement plans. Carly Rosswurm, Director of Medicare Solutions at Ash Brokerage, will cover some of the top Medicare questions and issues including: what is covered by Medicare, is Medicare needed if working past 65, where to get more coverage, and Medicare costs. Join us for this informative program so that you can help your clients navigate the Medicare maze and make informed choices regarding important healthcare options after retirement.
Journal Live - Using Consumer Research to Improve Retirement Outcomes
February 27, 2025
12 PM Eastern
Traditional financial planning models make certain assumptions about planning and life-cycle finance that do not always recognize the reality facing many Americans. This program, based on an article published in the January 2025 issue of the Journal of Financial Service Professionals, develops the idea of “meeting people where they are,” providing information about the financial planning needs of individuals facing a wide range of situations. Taking published research from several sources, including real-life experience and proprietary research, the article provides advisors with a realistic picture of the gaps in conventional planning and challenges them to think about these situations and their business models to identify additional opportunities where they can better serve their clients.
Journal Live programs consist of a short audio presentation over the telephone by the author of a recent article in the Journal of Financial Service Professionals, followed by a Q&A session.
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Wake Up Wednesdays with Marques Ogden
March 5, 2025
9 am eastern
Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.” Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.
Journal Live - The Risks of Premium-Financed Life Insurance Arrangements and the Role of the Financial Professional
March 12, 2025
12 PM Eastern
Despite the popularity of index universal life policy premiums being funded through third-party loans, the various risks—not just the opportunities—are poorly understood. This program, based on an article in the January 2025 issue of the Journal of Financial Service Professionals, presents a case study exploring the analytical techniques that should be performed before plan implementation. Join with the authors to learn the best practices for evaluating and managing this sophisticated financial arrangement.
Journal Live programs consist of a short audio presentation over the telephone by the author of a recent article in the Journal of Financial Service Professionals, followed by a Q&A session.
Earn the Financial Security Advocate Badge
March 19, 2025
2 pm eastern
One of the benefits of membership is free training to allow you to expand your circles of influence through participation in state and federal advocacy. Our Financial Security Advocate Academy provides the training you need to advocate on behalf of your businesses, clients, and communities. We are offering our membership a great opportunity to earn your FSA badge by attending our free Academy webinar.
NAIFA Live
March 20, 2025
12 PM Eastern
Charitable Gift Annuities – Creative Solutions for Different Donor Needs
Tuesday, March 25, 2025
12 pm eastern
Increasingly, nonprofits, donors, and advisors are finding that the charitable gift annuity (CGA) provides the best opportunity to accomplish a wide variety of goals through a single gift. Accomplishing philanthropy while also securing a fixed income is the overarching theme for this widely used life-income gift. Simple to execute and diverse in its versions, the CGA can even be created from a qualified charitable distribution (QCD).
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Wake Up Wednesdays with Marques Ogden
April 2, 2025
9 am eastern
Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.” Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.
State of NAIFA Q2 2025
Thursday, April 24, 2025
12 pm eastern
NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.
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Wake Up Wednesdays with Marques Ogden
May 7, 2025
9 am eastern
Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.” Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.
2025 Congressional Conference
May 19-20, 2025
NAIFA'S SIGNATURE GRASSROOTS ADVOCACY EVENT
NAIFA’s annual Congressional Conference brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.
BROUGHT TO YOU BY:
Wake Up Wednesdays with Marques Ogden
June 4, 2025
9 am eastern
Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.” Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.
Earn the Financial Security Advocate Badge
June 25, 2025
2 pm eastern
One of the benefits of membership is free training to allow you to expand your circles of influence through participation in state and federal advocacy. Our Financial Security Advocate Academy provides the training you need to advocate on behalf of your businesses, clients, and communities. We are offering our membership a great opportunity to earn your FSA badge by attending our free Academy webinar.
BROUGHT TO YOU BY:
Wake Up Wednesdays with Marques Ogden
July 2, 2025
9 am eastern
Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.” Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.
Earn the Financial Security Advocate Badge
July 30, 2025
2 pm eastern
One of the benefits of membership is free training to allow you to expand your circles of influence through participation in state and federal advocacy. Our Financial Security Advocate Academy provides the training you need to advocate on behalf of your businesses, clients, and communities. We are offering our membership a great opportunity to earn your FSA badge by attending our free Academy webinar.
BROUGHT TO YOU BY:
Wake Up Wednesdays with Marques Ogden
August 6, 2025
9 am eastern
Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.” Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.
BROUGHT TO YOU BY:
Wake Up Wednesdays with Marques Ogden
September 3, 2025
9 am eastern
Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.” Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.
Earn the Financial Security Advocate Badge
September 10, 2025
2 pm eastern
One of the benefits of membership is free training to allow you to expand your circles of influence through participation in state and federal advocacy. Our Financial Security Advocate Academy provides the training you need to advocate on behalf of your businesses, clients, and communities. We are offering our membership a great opportunity to earn your FSA badge by attending our free Academy webinar.
BROUGHT TO YOU BY:
Wake Up Wednesdays with Marques Ogden
October 1, 2025
9 am eastern
Marques Ogden is a former NFL player turned inspirational speaker, author, and entrepreneur. He is the founder and CEO of Ogden Ventures LLC, that specializes in keynote speaking, business coaching, and consulting. Marques leads his audiences to understand why “Authenticity Creates Victory.” Marques is on a mission to inspire leaders to maximize their potential to reach their personal and professional goals.
Earn the Financial Security Advocate Badge
October 29, 2025
2 pm eastern
One of the benefits of membership is free training to allow you to expand your circles of influence through participation in state and federal advocacy. Our Financial Security Advocate Academy provides the training you need to advocate on behalf of your businesses, clients, and communities. We are offering our membership a great opportunity to earn your FSA badge by attending our free Academy webinar.