Upcoming Event Snapshot

Stay ahead in a rapidly changing landscape. Join us for an exclusive webinar that delivers the latest insights and proven strategies in estate planning for 2026. This is your opportunity to strengthen client relationships and position yourself as a trusted advisor.

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What if you could unlock the insider secrets of AI now—and stay years ahead of your time and your competition? This webinar is designed specifically for insurance and financial advisors who want to stay competitive in an AI-driven marketplace. Whether you're curious or cautious, this session is designed to empower—not overwhelm—you. 

As insurance and financial advisors you are positioned to unlock the power of Social Security for your clients, discover other services and products retirees need, and start them on the path to a financially secure retirement. In this webinar we discuss the “lever” effect of Social Security literacy and income planning, how these are keystones to most other decisions retirees must make, and the business growth power this knowledge and service provides for financial service professionals. 

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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.

Details and registration coming soon.

Details and registration coming soon.

Details and registration coming soon. 

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