Webinars


Upcoming



CLTC Master Class

Bill Comfort, CSA, CLTC, LTCCP
LTC Specialist

JUNE 8, 15, 22 & 29

12-4 PM EASTERN

Join Bill Comfort, CSA, CLTC, LTCCP for the upcoming CLTC Master Class. 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 are able to redeem the following discounts for the June 2021 CLTC Master Class:

  • $850 with promo code NAIFA621$ if registered before May 21.
  • $900 with promo code  NAIFA621 if registered after May 21.

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Advisor Ambassador Program

John D. Richardson
Boundbrook Advisors, LLC
Financial Planner
Brian Haney, CLTC, CFS, CIS, CFBS, LACP, CAE
Founder & Vice President
The Haney Company

JUNE 10TH & 24TH

1PM EASTERN

Invite a non-member to join this month's Advisor Ambassador Program. This free, award-winning advisor-development program allows non-members learn from the best while sampling professional benefits that come with NAIFA membership.

Help others experience NAIFA by inviting them to attend the Advisor Ambassador program.

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NAIFA Live: Leveraging FinTech

Jeremy Hallett
Quotacy, Inc., Founder & CEO
CEO, Hallett Financial Group

WEDNESDAY, JUNE 9TH

2 PM EASTERN

During the presentation you will learn definitions of key common terms and concepts and how they apply to the insurance industry. You will be introduced to new ideas, carriers and products teasing into the insurance market to which we all need to pay attention. You will also learn how insurtechs are offering a different value to consumers even with the current advantage held by legacy carriers.

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Help Protect Our Families: The Pandemic's Effect on the Likelihood to Buy Life Insurance

Alison Salka, PhD
LIMRA
Senior Vice President & Director Of Research
Maggie Leyes
LifeHappens
Chief Creative Officer

WEDNESDAY JUNE 16TH

2 PM EASTERN

NAIFA is hosting a webinar with LIMRA and Life Happens to share the full results from the 2021 Insurance Barometer Study and the implications for agents and advisors. In this presentation, we'll provide details on ownership by generation, income, and gender, and offer insights on which segments of the market are most interested in purchasing life insurance. 

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Everything you Wanted to Know About Virtual Meetings but Were Too Embarrassed to Ask

John Hansbrough, LACP
The LBL Group
Benefits Advisor
Derek Scheetz
Lifetime Financial Growth
Financial Representative
Rebecca Schulter
UCL Financial Group, LLC
Partner
Kate Cihon, FSCP
KCAG, LLC
V.P. & Managing Partner

TUESDAY, JUNE 22ND

2 PM EASTERNWe've been living in a virtual world for over a year. While things are starting to get back to normal, technology has become a critical piece in the way business is done and it's here to stay. No matter your technology comfort level, members of NAIFA's Young Advisor Team share ideas and their best tips to navigate the new normal.

NAIFA LIVE: NAIFA Board of Trustees Panel

Tom Miche
President, NAIFA
Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP
Treasurer, NAIFA
Connie Golleher, CLTC, LACP
Board Member, NAIFA
Evelyn Gellar, LUTCF, RICP, CDFA, CLTC
Board Member, NAIFA

WEDNESDAY, JULY 14TH

2 PM EASTERN

During the presentation you will learn how our panelists created and grew their practices while discovering their niche. Their paths to success are fascinating and their stories bring key insights that you can use to achieve your own success and grow as a leader. In fact, leadership is a key aspect of each of their stories and membership in NAIFA was a major factor in their success, leading all the way to the NAIFA Board of Trustees.

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