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Washington, DC on May 19-20, 2020.

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Upcoming Event Snapshot

Webinars & Events

Shane-Westhoelter susan combs
Scott Brennan Monica Del Campo
The webinar is brought to you by
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Cracking the Complexity of the Coverage Gap: Shortfalls and Why They Exist

Shane Westhoelter, AEP, CLU, LUTCF
Gateway Financial Advisors, Inc.
President
Susan Combs, PPACA
Combs & Company, LLC
CEO
Scott Brennan
MassMutual
Financial Representative
Monica Del Campo
State Farm
Insurance Agent

Thursday, April 22, 2021

2 pm eastern

This event is the first virtual program in an interactive series designed to inspire individuals who sell or want to sell life insurance by educating them to address the coverage gap issues for their under-insured clients. This webinar is part of the Help Protect Our Families campaign, a joint industry association initiative.

In this session, attendees will learn more about why the coverage gap exists, review trends that have impacted the coverage gap, and identify the most common consumer types immediately followed by interactive breakout sessions by practice focus area that provide a deeper dive into the topics discussed in the main room.

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Ryan Pinney Julianne Hertel
Brandon Heckert, AAMS
The webinar is brought to you by
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Tech Tips from the Top

Ryan Pinney, LACP
Pinney Insurance Center, Inc.
President
Julianne Hertel
Dream Big Wealth Strategies, LLC
Financial Advisor & Founder
Brandon Heckert, AAMS
FSM Wealth, Inc.
Financial Advisor

Tuesday, April 27, 2021

2 pm eastern

This is the first virtual program in a three-part client prospecting series designed to provide applicable lessons that attendees can use in their daily practice to see an increase in ROI.

In this session, attendees will be able to take home lessons on how to leverage technology as a client prospecting tool, review trends from the industry, and learn from experts on how it changed their practice.

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Carroll Golden Barry Fisher
Ron Hagelman Steve Schoonveld
The webinar is brought to you by
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Long Term Care Planning Solutions for Main Street USA

Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP
Limited Extended Care Planning Center
Executive Director
Barry J. Fisher, LTCP
Blaze n' Bear Insurance Services, Inc.
President
Ron Hagelman, Jr., CLTC, CSA, LTCP
Steve Schoonveld
Lincoln Financial Group
AVP MoneyGuard Product Management

Wednesday, April 28, 2021

2 pm eastern

This live Q&A formatted session will focus on mid-market long term care planning solutions for today and what the future holds.

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Harlan Accola-1

The webinar is brought to you by
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Tax Planning with Home Equity

Harlan Accola, CRMP
Fairway Independent Mortgage Corporation
National Reverse Mortgage Director

May 5, 2021

2 pm eastern

Join industry leader, Harlan Accola, CRMP,  for this one-hour discussion on tax planning with home equity. 

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The webinar is brought to you by
Advocacy

Congressional Conference

May 25-26, 2021

A Virtual Event

  • Learn to be an effective advocate.
  • Meet with your lawmakers.
  • Influence policies that impact your business and clients.

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.

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