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UPCOMING EVENT SNAPSHOT

Webinars & Events for Members


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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.

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THIS WEBINAR IS BROUGHT TO YOU BY

Ash_Brokerage

 

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.

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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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Marques Ogden Coaches Circle

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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.

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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.

REGISTER


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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.

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NAIFA Live 

March 20, 2025
12 PM Eastern

Life or Death Planning: Guiding Clients Through the Opioid Crisis

Presenter: Cheryl Canzanella

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THIS WEBINAR IS SPONSORED BY AMERICAN CANCER SOCIETY
American Cancer Society-npan

 

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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Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

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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.

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THIS WEBINAR IS SPONSORED BY

commonwealth

 

Educational Webinar

Tuesday, April 8, 2025

12 pm eastern

Topic: Advanced Charitable Giving Strategies/Charitable Trusts and Drafting Charitable Agreements

Details and registration information coming soon.


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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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THIS WEBINAR IS COSPONSORED WITH NAEPC

NAEPC

 

Educational Webinar

Tuesday, May 6, 2025

12 pm eastern

Topic: Buy-Sell Agreements after Connelly

Details and registration information coming soon.


Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

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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.

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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.

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THIS WEBINAR IS SPONSORED BY

security_mutual

 

Educational Webinar

Wednesday, May 28, 2025

12 pm eastern

Details and registration information coming soon.


Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

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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.

MORE


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THIS WEBINAR IS SPONSORED BY 
American Cancer Society-npan

 

Educational Webinar

Tuesday, June 10, 2025

12 pm eastern

Details and registration information coming soon.


NAIFA-FSP-LH

 

THIS WEBINAR IS BROUGHT TO YOU BY

Ash_Brokerage

 

Educational Webinar

Tuesday, June 24, 2025

12 pm eastern

Details and registration information coming soon.

 


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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.

MORE


Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

membership-logo

 

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.

MORE


fsa badge - large

 

 

 

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.

MORE


Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

membership-logo

 

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.

MORE


Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

membership-logo

 

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.

MORE


NAIFA-FSP-LH

 

THIS WEBINAR IS SPONSORED BY 
American Cancer Society-npan

 

Educational Webinar

Tuesday, September 9, 2025

12 pm eastern

Details and registration information coming soon.


fsa badge - large

 

 

 

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.

MORE


Marques Ogden Coaches Circle

BROUGHT TO YOU BY:

membership-logo

 

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.

MORE


fsa badge - large

 

 

 

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.

MORE


NAIFA-FSP-LH

 

THIS WEBINAR IS SPONSORED BY 
American Cancer Society-npan

 

Educational Webinar

Wednesday, November 12, 2025

12 pm eastern

Details and registration information coming soon.


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THIS WEBINAR IS BROUGHT TO YOU BY

Ash_Brokerage

 

Educational Webinar

Wednesday, November 19, 2025

12 pm eastern

Details and registration information coming soon.