Upcoming Event Snapshot

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.

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.

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

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

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.

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.

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.