Upcoming Event Snapshot

Why do so many families fail to preserve wealth across generations? Join us for an insightful discussion on the factors that drive generational wealth loss, the distinction between estate planning and true wealth transfer planning, and strategies advisors can use to help clients build lasting legacies that include meaningful charitable giving.

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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.

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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.

Soundbites that Stick, Show, and Sell

We must be memorable when talking with people if we expect to influence them with our ideas and have them follow our advice. But how do we stand out, be noticed, and most importantly, stay top of mind when everyone else is trying to make exactly the same impact? When you’re prepared with succinct, relevant, and helpful language, you’ll be less distracted, more poised, and far more confident. Results will follow when you hit the mark with words that stick, show, and sell. After delivering the right words with conviction and confidence, people will see you as an advisor thoroughly equipped to help them with their needs, concerns, and choices.

Registration Coming Soon

Topic: Buy-Sell LLC - Q&A

Details coming soon.

NAIFA's Limited and Extended Care Planning (LECP) Collective is holding a free virtual program consisting of 20-minute TED Talk-like presentations from industry leaders who will share what advisors and agents need to know about the present and future long-term care.

Registration coming soon.

Join NAIFA’s 2026 National Leadership Conference on November 9 at The Venetian in Las Vegas for a day of connection, collaboration, and leadership development. Attendees will learn from national leaders and industry peers, celebrate award-winning achievements, and participate in focused sessions covering executive leadership, grassroots advocacy, political action, and membership growth.

Las Vegas, Nevada

Belong will celebrate NAIFA’s dedicated leaders and recognize our extraordinary members. We invite all members to join us as a united community at the Venetian in Las Vegas to properly honor our 2026 award recipients and welcome our incoming 2027 leadership. 

This premier event brings together the top-tier producers, carriers, wholesalers, capital providers, and platforms shaping the future of income and financial security. As the industry's largest gathering of high-level talent and innovators, this is the one event you cannot afford to miss.

Details coming soon.

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.

Registration coming soon.

Margaritaville Hotel Nashville
Nashville, Tennessee

Details and registration coming soon.

Capital Hilton
Washington, DC

Details coming soon.