Upcoming Event Snapshot

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.

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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.

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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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, Va., 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.

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.

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Details and registration coming soon.

Retirement and Medicare

This webinar will take a deep dive into Medicare and the important role it plays in clients’ retirement plans.

Details and registration coming soon.

Details and registration coming soon.

Topic and details coming soon. 

Details and registration coming soon. 

Details and registration coming soon.

Protectors will be the largest event convening the Life and Annuity industry.

Margaritaville Hotel Nashville
Nashville, Tennessee

Capital Hilton
Washington, DC

Details coming soon.