UPCOMING EVENT SNAPSHOT
Webinars & Events for Members
Webinar - The Business Owner Playbook: From Bonus Plans to Buy-Sell Solutions
Tuesday, April 7, 2026
12 pm eastern
Where are the majority of large cases coming from in 2026? It's likely the business market. Today's estate tax exclusion limits are high enough they are only relevant to the ultra-affluent, making executive benefits and buy/sell planning a clear "pivot" for advisors seeking new planning-centric sales opportunities. Brush up on the current state of business planning in our upcoming session.

State of NAIFA Q2 2026
Wednesday, April 15, 2026
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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NAIFA Live - Winning the Work: A Threefold Growth Plan for Professional Advisors
Thursday, April 16, 2026
12 PM - 1PM Eastern
Most of us fell in love with and became experts in doing the work of the advisory profession, but many of us have struggled to find an optimal approach to winning the work that is fully integrated into who we are as a person and as a professional. We recognize that in order to be healthy, our business needs to grow, but we bristle at the word “sales” and may even consider it a necessary evil rather than a purposeful pursuit. Winning the Work offers a different perspective and an approach to business development that is evidence-based, relationship-centric, and built on a chassis of generosity rather than transactional selfishness. Best of all, it offers a three-fold method that advisors can start using today, that they can adapt and enjoy!
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The Secondary Market for Life Insurance: Current Trends and New Applications - Webinar
Tuesday, April 28, 2026
12 pm eastern
This webinar examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies, using several case examples to illustrate the concepts being presented. In addition, the seminar will discuss factors that determine a policy’s value and strategies for educating others about the opportunities presented by the market.

Financial Security Advocate Academy Webinar
Thursday, May 14, 2026
2:00 PM - 3:30 PM Eastern
Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big and join the ranks of Financial Security Advocates.

NAIFA SkillSet powered by Trustworthy Selling®
Sunday, May 17, 2026
Arlington, Virginia
Join financial advisors from across the country for a live, one-day SkillSet powered by Trustworthy Selling® experience taking place at NAIFA Headquarters in Arlington, Virginia prior to the NAIFA Congressional Conference.
This special in-person session delivers practical, field-tested skills that advisors can use immediately to grow their business, deepen client relationships, and elevate how they show up in client conversations

Congressional Conference
May 18-19, 2026
Washington, DC
Join NAIFA members from all 50 states in Washington, D.C. for the signature advocacy event for the financial service profession. This is your opportunity to stand united with fellow advisors, tell your story directly to lawmakers, and help shape the policies that affect your practice, your clients, and Main Street families across the country.

NAIFA Live
Thursday, June 18, 2026
12 PM Eastern
Topic and details coming soon.

NAIFA Live
Thursday, July 16, 2026
12 PM Eastern
Topic and details coming soon.

Financial Security Advocate Academy Webinar
Thursday, July 30, 2026
2:00 PM - 3:30 PM Eastern
Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big and join the ranks of Financial Security Advocates.

NAIFA Live
Thursday, August 20, 2026
12 PM Eastern
Topic and details coming soon.

NAIFA Live
Thursday, September 17, 2026
12 PM Eastern
Topic and details coming soon.

NAIFA Live
Thursday, October 15, 2026
12 PM Eastern
Topic and details coming soon.

Financial Security Advocate Academy Webinar
Thursday, October 29, 2026
2:00 PM - 3:30 PM Eastern
Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big and join the ranks of Financial Security Advocates.

Protectors - Powered by NAIFA
November 9-11, 2026
The Venetian
Las Vegas, Nevada
Protectors will be the largest event convening the Life and Annuity industry.

NAIFA Live
Thursday, November 19, 2026
12 PM Eastern
Topic and details coming soon.

NAIFA Live
Thursday, December 17, 2026
12 PM Eastern
Topic and details coming soon.


2027 Congressional Conference
May 19-20, 2027
Capital Hilton
Washington, DC
Details coming soon.





