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Upcoming Member Event Snapshot

Webinars For Members

Simon Reilly Headshot 2019

Members Only: NAIFA LIVE

Simon Reilly
Leading Advisor
Coach, Speaker & Author

July 9, 2020

2 PM Eastern

How To Regenerate Yourself & Your Business NOW! Bull is over and now is the time to face the truth and the Bear. What has changed in your mind since COVID-19?  Nothing.

COVID-19 has just magnified the fear, procrastination and overwhelm that was already there crowding out your action, confidence and focus. Regenerate Yourself & Your Business NOW and create more action, confidence and focus for the brand new business world!

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CLTC Master Class

Nancy A. Dykeman
Long-Term Care Planning Consultant

July 10, 17, 24 & 31

1-5 PM eastern

Invest in your career and your clients with CLTC with this four-week course. CLTC equips you with competence and confidence to talk on difficult, but necessary conversation.  Create better connections with your clients by shifting the intent of your conversation from pushing a product to giving invaluable advice and crafting affordable coverage.

Early Bird Rate of $850 available thru June 30.  Use promo code: NAIFA20$

After June 30, receive a special rate of $950 with promo code: NAIFA20

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Building Relationships with Prospects & Clients by combining LinkedIn Engagement & Offline Conversations

David "D. Fish" Fisher
Speaker, Coach & Author

July 14, 2020

3:00 PM EST

In a world soaked in technology and information, we are longing for human connection and relationships. The secret to selling success lies in our fundamental capacity to connect with other people on a human-to-human level. Leveraging digital communication platforms like LinkedIn in the time of COVID-19 is critical, and it must be combined with time-tested interpersonal skills. By creating combined digital and offline channels, you can position yourself as the resource your clients want and need to work with.

Join David Fisher as he shows you how to:

  • Combine online and offline communication channels to engage your connections
  • Create robust digital presence that attracts your ideal clients and partners
  • Cultivate relationships in the short- and long-term to uncover business opportunities

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Advanced Practice Symposium: "Meet the Feldmans" Case Study

Kathleen Bilderback
Affinity Law Group
Attorney
Ron Lee, JD, CLU, ChFC, CAP
Mutual of Omaha
Vice President, Advanced Markets & Brokerage Field Relations
Andrew J. Rinn, JD, CFP, CLU, ChFC
Ameritas
Vice President, Advanced Markets and Practice Management & Development

August 5, 12 & 19, 2020

2:00 PM EASTERN

NAIFA and FSP have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts.

Topics will include:

  • Estate planning involving family-owned businesses with complex family relationships
  • Executive benefits in family-owned businesses
  • Business succession issues

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MEMBERS ONLY: NAIFA LIVE Managing Change

Dawn Wolfgram, CLF
Principal Financial Group
Regional Managing Director

August 13, 2020

2 PM Eastern

Changing times call for strong leadership. In this webinar, Dawn Wolfgram, CLF®, Regional Managing Director at Principal Financial and National President of Women in Insurance & Financial Services, will share her experiences and insights on change management and how to guide those you lead through the process of transition. Dawn has spent much of her career empowering professionals to overcome obstacles and celebrate their vast contributions to the world. Dawn is active in the Kansas City and St. Louis communities and in her industry. She is a frequent guest speaker at local and national events. 

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