<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
Member Login

Why NAIFA

Text to come

NAIFA 20/20
Member Experience

Text to come

NAIFA Live

Monthly meetings

MainStreetUSA

Information on MainStreetUSA

Awards

Information on Awards

Membership Fees

Career Friendly Fees

Advocacy Action Center

Tools you need to become a politically
active and involved advisor.

Grassroots

Become an informal advisor to your
representatives on industry matters.

IFAPAC

Support candidates for state and
federal office who understand the
value advisors and agents play in
securing America's financial future.

Warchest

Information on Warchest

capitol

Congressional Conference

Washington, DC on May 19-20, 2020.

LimitedExtCareCenter
BusPerfCenter
TalentDevCenter

Press Room

Text to come

NAIFA Blog

Text to come

SmartBrief

Get the latest industry news.

Action Reports

Information on Action Reports

capitol

Advisor Today

Advisor Today has the largest circulation among
insurance and financial planning advising magazines. 

PPevent
hero image_ACS webinar

NAIFA WEBINAR SERIES

Centers_IREAP-3

 

Where Risk Matters Most: A Higher Impact Approach Across the Business Life Cycle


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. We’ll cover the core planning concepts that shape outcomes, where to concentrate your efforts, and how well-timed conversations help uncover exposures that often go unaddressed. The aim is to refine your approach, so you stay impactful, guide decisions with clarity, and help protect both the business and the owner over time. 

Learning Objectives:

01 | Place the owner on the right stage
Learn how to identify which of the five life-cycle stages a business is truly in. This becomes the organizing lens that shapes every conversation that follows.

02 | See risk before it shows up
Learn how risk shifts and builds from one stage to the next, along with how to recognize exposures early, including gaps the owner has not yet identified.

03 | Match the right move to the moment
Learn how to align specific strategies such as key person coverage, buy-sell structures, executive benefits, and exit planning to the stage the business is currently in.

04 | Lead a conversation that stands apart
How financial professionals can drive decisions by leading with insight and context, making the conversation itself the reason an owner chooses to take action.


REGISTER

This Webinar is Sponsored by 

ameritas

Continuing Education & additional information provided below.

Tuesday, August 18, 2026

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

$59.00 for Non-Members

 

CFP Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP (American College) Credit: $5

 

*Registration Fee includes live webinar, presentation material, and access to the archived program

SPEAKER

Troy Branch

2nd Vice President of Advanced Planning at Ameritas Financial

X

2nd Vice President of Advanced Planning at Ameritas Financial

Troy Branch

Troy Branch, JD, CLU, ChFC is 2nd Vice President of Advanced Planning at Ameritas Financial where he consults with client advisors and insurance professionals. He offers 15 years of advanced planning experience, where his specialties include nonqualified executive benefits planning, estate planning, wealth management and risk mitigation. He started his career as a registered representative with an Ameritas agency and then went on to a role as a technical/advanced sales consultant with Assurity (previously Security Mutual Life). As an advanced sales consultant, he built several training programs designed to increase sales, paying particular attention to the small business owner. His speaking appearances include guest lecturing stints at the University of Nebraska-Lincoln and Texas Tech University. He also has been honored to speak at the National Financial Planning Association (FPA) Conference and the Conference of African American Financial Professionals (CAAFP). Troy was a National board member with the Society of Financial Service Professionals and board member with the Lincoln Chapter Society of Financial Service Chairperson and currently services on the Professional Development Committee of the National Association of Insurance and Financial Advisors (NAIFA). Troy has heard his J.D. degree and Series 7 securities license.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (American College) credit has been applied for.

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of planning for business owners
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate

National Association of Insurance and Financial Advisors (NAIFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 877-866-2432.

Additional CE Credit Info:
$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, NAIFA will report your credit to the CFP Board for you after the webinar.

Note that state insurance CE credits are not available for this webinar.

ADDITIONAL INFORMATION

 

Registration Info

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

NAIFA members: When registering, sign in using your email address and password to get the member rate and to pre-populate the registration fields.

 

Presentation Material

Your confirmation and reminder emails will include the link to access the PowerPoint/presentation material.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register and you will automatically be sent the recording link.

 

 

 

 

Thank you Sponsors!

Copyright © NAIFA
National Association of Insurance and Financial Advisors
1000 Wilson Boulevard, Suite 1890
Arlington, VA 22209
Phone: 877-866-2432
info@naifa.org