Upcoming Event Snapshot

Home equity is often one of the largest—and most overlooked—assets in retirement planning. This session introduces a modern, research-backed approach to integrating housing wealth into financial strategies for clients age 55+. Attendees will gain a clearer understanding of how reverse mortgage strategies, when used appropriately, can improve retirement outcomes, enhance liquidity, and reduce risk—all within a fiduciary-aligned framework 

MORE

This webinar will take a deep dive into Medicare and the important role it plays in clients’ retirement plans. Carly Rosswurm, Director of Medicare Solutions at Ash Brokerage, is here to cover some of the top Medicare questions and issues including: what is covered by Medicare, is Medicare needed if working past 65, where to get more coverage, and 2026 Medicare costs. 

Long‑term care is undergoing rapid change as early detection, caregiver shortages, and rising family pressures reshape expectations. With no single solution or stakeholder able to meet these challenges alone, the need for interconnected care is accelerating. Just us for a discussion about this year’s long-term care outlook and a clear view of the forces reshaping care expectations in 2026 and beyond.

Increasingly, estate planners encounter executive benefits in their practices. Whether your client is an entrepreneur seeking strategies to recruit, retain, and reward employees in this competitive employment environment, a business owner considering transitioning his/her/their company to the management team, or an executive integrating their benefits into their estate plan, all practitioners need to understand the options available, the best fit for the client situation, and the tax and legal implications for the client's plan. 

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.

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.