UPCOMING EVENT SNAPSHOT

With new Indexed Universal Life (IUL) insurance illustration regulations likely to go into effect in May, advisors must begin preparing now to ensure that they are able to comply with the changes.

Join experts from Symetra and Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

Join us for the Q2 "State of NAIFA" 2023 webinar featuring: 

• Bryon Holz, NAIFA President
• Kevin Mayeux, NAIFA CEO
• Diane Boyle, NAIFA SVP of Government Relations

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.

At the next NAIFA Live, hear from some of the best young industry talents and get a peek into their unique business concepts. You will be inspired by their stories and learn to implement the techniques our panel has cultivated as they show you how they made their impact on the industry in such a short time.

Moderated by Howard Sharfman, one of Forbes’ 2021 Top Financial Security Professionals, you won’t want to miss the next NAIFA Live.

This month's NAIFA Live is sponsored by Penn Mutual

The Meetings on Main Street complimentary event series is our chance to give back to the insurance and financial services industry by presenting an inspirational, insightful, and invigorating experience open to all industry professionals.

This event is for financial advisors, insurance agents, CPAs, estate planning attorneys, and any other financial service professional looking to grow their business with expert advice from top talent.

Don't miss this great opportunity for networking and learning how to grow your business from leading experts!

NAIFA aims to promote a diverse membership that serves under-targeted populations by fostering an environment of multiculturalism, equity, and inclusion. The 8th Annual DEI Symposium presents sessions from the lens of how agents and advisors can better utilize political engagement to further advance their practice. Additionally, the sessions will gauge the extent to which we are making progress in bringing more advisors into the industry.

Featured speakers include NAIFA Trustee and Midwest Legacy Group, LLC, Founder & CEO Christopher Gandy, LACP; Keynote Speaker Marques Ogden; Pearson & Associates President Rachel Pearson; Diversity in Government Relations Coalition (DGRC) Co-Founder Cicely Tomlinson; and Society for Human Resource Management Chief Knowledge Officer Alexander Alonso, PhD, SHRM-SCP.

NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event 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.

Join us for the Q3 "State of NAIFA" 2023 webinar featuring: 

• Bryon Holz, NAIFA President
• Kevin Mayeux, NAIFA CEO
• Diane Boyle, NAIFA SVP of Government Relations

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.

Join us for the Q4 "State of NAIFA" 2023 webinar featuring: 

• Bryon Holz, NAIFA President
• Kevin Mayeux, NAIFA CEO
• Diane Boyle, NAIFA SVP of Government Relations

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.