Upcoming Event Snapshot

As the Medicare marketplace continues to evolve through new regulations, carrier changes, and compensation uncertainty, NAIFA is stepping forward as a leading voice for Medicare professionals through the NAIFA Medicare Collective, led by Executive Director Carroll Golden. The Collective brings together agents, brokers, FMOs, carriers, policymakers, and regulators to protect the role of licensed professionals in helping Americans navigate Medicare. NAIFA members interested in shaping solutions for the profession and improving outcomes for Medicare beneficiaries are encouraged to join the new Medicare Collective Working Group and register for the upcoming webinar led by Carroll and a member of NAIFA’s government relations team.

For many business owners, their enterprise is their largest and most illiquid asset—making accurate valuation the cornerstone of any effective estate, retirement, or succession plan. Yet, the principles that drive business value are equally vital to the financial professional's own backyard. Join industry leaders, Steve Susel and Andrew Rinn, for an in-depth, interactive discussion on the technical and strategic mechanics of business valuation.

Risk evolves as a business grows and the stakes rise with it. This session focuses on how financial professionals prioritize risk across the business life cycle, with attention to the moments that have outsized impact. 

Details and registration coming soon. 

Topic: Non-equity Split Dollar

Details and registration coming soon.

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.

Details coming soon.

Details coming soon.

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

Details coming soon.

Margaritaville Hotel Nashville
Nashville, Tennessee

Details and registration coming soon.

Capital Hilton
Washington, DC

Details coming soon.