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Webinars & Events for Members

Shane-Westhoelter susan combs

The webinar is brought to you by
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Cracking the Complexity of the Coverage Gap: Shortfalls and Why They Exist

Shane Westhoelter, AEP, CLU, LUTCF
Gateway Financial Advisors, Inc.
President
Susan Combs, PPACA
Combs & Company, LLC
CEO

Thursday, April 22, 2021

2 pm eastern

This event is the first virtual program in an interactive series designed to inspire individuals who sell or want to sell life insurance by educating them to address the coverage gap issues for their under-insured clients.

In this session, attendees will learn more about why the coverage gap exists, review trends that have impacted the coverage gap, and identify the most common consumer types immediately followed by interactive breakout sessions by practice focus area that provide a deeper dive into the topics discussed in the main room.

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Ryan Pinney Julianne Headshot
Brandon Heckert, AAMS
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Tech Tips from the Top

Ryan Pinney, LACP
Pinney Insurance Center, Inc.
President
Julianne Hertel
Dream Big Wealth Strategies, LLC
Financial Advisor & Founder
Brandon Heckert, AAMS
FSM Wealth, Inc.
Financial Advisor

Tuesday, April 27th

2 pm eastern

This is the first virtual program in a three-part client prospecting series designed to provide applicable lessons that attendees can use in their daily practice to see an increase in ROI.

In this session, attendees will be able to take home lessons on how to leverage technology as a client prospecting tool, review trends from the industry, and learn from experts on how it changed their practice.

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Carroll Golden Barry Fisher
Ron Hagelman Steve Schoonveld
The webinar is brought to you by
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Long Term Care Planning Solutions for Main Street USA

Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP
Limited Extended Care Planning Center
Executive Director
Barry J. Fisher, LTCP
Ice Flow Consulting, LLC
Principal
Ron Hagelman, Jr., CLTC, CSA, LTCP
Ice Flow Consulting, LLC
Principal
Steve Schoonveld
Lincoln Financial Group
AVP MoneyGuard Product Management

WEDNESDAY, APRIL 28, 2021

2 pm eastern

This live Q&A formatted session will focus on mid-market long term care planning solutions for today and what the future holds.

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Harlan Accola-1

The webinar is brought to you by
NAIFA Business Performance Center

Tax Planning with Home Equity

Harlan Accola, CRMP
Fairway Independent Mortgage Corporation
National Reverse Mortgage Director

May 5, 2021

2 pm eastern

Join industry leader, Harlan Accola, CRMP,  for this one-hour discussion on tax planning with home equity. 

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billcomfort_photo-1

The webinar is brought to you by
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CLTC Master Class

Bill Comfort, CSA, CLTC
Comfort Assurance Group, LLC
Owner

May 4, 5, 11 & 12

12-4 PM EASTERN

The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients.

NAIFA members receive a discount to attend CLTC Course:

  • $850 with promo code: NAIFA521$ before April 23.
  • $900 with promo code NAIFA521 after April 23.

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Terrance McMahon

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NAIFA Live: How to Build a Location Independent Practice that Attracts Dream Clients Like Clockwork with More Free Time

Terrance McMahon
Best Selling Author, TedX Speaker, Coach, & Expert in Personal and Brand Storytelling

Wednesday, May 12th

2 pm eastern

Being able to market effectively online is a simple but different process that hinges on credibility, shifts, and simple structure that Terrance will cover in this presentation, giving advisors the steps to have a recession- and pandemic-proof process to be happier, healthier, and more successful.

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Congressional Conference

May 25-26, 2021

A Virtual Event

  • Learn to be an effective advocate.
  • Meet with your lawmakers.
  • Influence policies that impact your business and clients.

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.

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