Upcoming Event Snapshot

Want to differentiate yourself? Then change the conversation! A hot topic that every client is concerned about is Financial Longevity Wellness. Today’s clients are worried about outliving or outspending their money or getting caught in an expensive ‘sandwich generation’ situation, or worrying about family or business financial wellness. 

The three-step formula in this presentation will cover how to incorporate Financial Longevity Wellness in the products/services you provide while staying focused on your client’s story.  

With new Indexed Universal Life (IUL) insurance illustration regulations likely to go into effect in May, advisors must begin preparing now to ensure that they are able to comply with the changes.

Join experts from Symetra and Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

Join 5,000+ financial advisors, RIAs, Wealth Managers, CFPs®, for a day of complimentary virtual training from the Top 1% in the industry. This all-day (LIVE) event will feature some of the industry’s top names – including Jeremiah Desmarais, Tom Hegna, Christopher Gandy, LACP, Brian Haney, Brock Jolly, and much more.

Advisorist produces the largest virtual summits for financial professionals in the world. The Standout Summit is designed to share the latest ideas, trends and methods the fin serv industry can leverage to stand out in an increasingly complex time. The rise of ChatGPT, AI, crypto uncertainty, millennial shoppers, and finfluencers are crowding public attention. The summit will highlight both macro views of changes and micro trends working right now to get in front of more prospects with total authority.

Join us for the Q2 "State of NAIFA" 2023 webinar featuring: 

• Bryon Holz, NAIFA President
• Kevin Mayeux, NAIFA CEO
• Diane Boyle, NAIFA SVP of Government Relations

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.

At the next NAIFA Live, hear from some of the best young industry talents and get a peek into their unique business concepts. You will be inspired by their stories and learn to implement the techniques our panel has cultivated as they show you how they made their impact on the industry in such a short time.

Moderated by Howard Sharfman, one of Forbes’ 2021 Top Financial Security Professionals, you won’t want to miss the next NAIFA Live.

This month's NAIFA Live is sponsored by Penn Mutual

The Meetings on Main Street complimentary event series is our chance to give back to the insurance and financial services industry by presenting an inspirational, insightful, and invigorating experience open to all industry professionals.

This event is for financial advisors, insurance agents, CPAs, estate planning attorneys, and any other financial service professional looking to grow their business with expert advice from top talent.

Don't miss this great opportunity for networking and learning how to grow your business from leading experts!

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.

Join us for the Q3 "State of NAIFA" 2023 webinar featuring: 

• Bryon Holz, NAIFA President
• Kevin Mayeux, NAIFA CEO
• Diane Boyle, NAIFA SVP of Government Relations

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.

Join us for the Q4 "State of NAIFA" 2023 webinar featuring: 

• Bryon Holz, NAIFA President
• Kevin Mayeux, NAIFA CEO
• Diane Boyle, NAIFA SVP of Government Relations

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.