“A One Stop Life Insurance Resource.”

Events & Webinars

Including Virtual Conferences, Live Webcasts, Podcasts, Live Webinars, and Webinar Recording Links

Click on the calendar below to see the latest Insurance and Technology Events & Webinars. Each Event and Webinar has a Description, Dates
and a link to Register

Events & Webinars

Upcoming Events and Webinars

List of Events & Webinars

Equisoft’s Re-Engineering Your End-to-End Customer Experience Workshop

Date: 2021 October 4

Monday, October 4th, 2021 | 1:00PM - 4:00PM Location: Mandalay Bay Convention Center, Las Vegas, NV Official Life & Annuities Pre-Conference Workshop. By Popular Demand, we will also be live streaming the the Re-Engineering Your End-To-End Customer Experience Workshop on LinkedIn. ...

Sureify’s Life Insurance and Annuity Ecosystem Summit

Date: 2021 October 4

Monday, October 4th, 2021 | 10:00AM - 5:00PM Location: Mandalay Bay Convention Center, Las Vegas, NV Sureify is excited to be bringing back our 4th annual Life Insurance and Annuity Ecosystem Summit! Come join us in Las Vegas prior to InsureTech Connect for a completely free summit designed specifically for the life insurance and annuity industry. If you are ready to connect with the leading voices in life insurance, annuities and insuretech, register today!   ...

2021 IMPACT WEEK: NOVEMBER 1ST - 5TH

Date: 2021 November 1

5 Days Focused on Industry Trends and How You Can Navigate the Options for Your Clients Join Us for the Power Hour Series I.M Pei stated, “Success is a collection of problems solved.” We are hearing phrases like: “sandwich generation impact,” “product innovation,” “retirement impact,” “rising health care costs,” “technology transformation,” “legislation, and "regulation,” etc. Every American is impacted in some way by extended or long-term care needs. Small a.....

LDTC Annual Meeting Virtually

Date: 2022 January 20

  January 20th, 2022 Virtual meeting 2PM EST   Everyone is welcome (Members and Non-Members)! Here is a link to a folder that has a calendar invite, and if you need to create the event on your calendar from scratch there is a Word doc with the conference link from Microsoft Teams: https://lnkd.in/d5bhvU6y . We have been working on some exciting projects this year! MEETING TOPICS: 1. A Common API for Life Insurance to easily share information with trading part.....

LTC & advanced tax planning scenarios.

Date: 2021 November 30

  Join The Long-Term: Agency Advice W/ Angie Hughes LTCP, Managing Partner at Producers XL. On the last Tuesday of every month, we’ll sit down with an industry expert to cover ways agents could be elevating their business. Get registered and receive reminders and a link to join us live....

Garbage In, Garbage Out – Achieve Spotless Data to Accomplish Truthful Insights

Date: 2021 November 30

Hour: 11 am EST   Insurers are investing heavily into data analytics and AI but far too often the outcomes are meaningless. Insurers end up making the wrong decisions based on worthless insights.   Set your golden data source and advanced analytics to eradicate decision making errors from AI’s predictions.   Sign Up to the free webinar: Garbage In, Garbage Out – Achieve Spotless Data to Accomplish Truthful Insights   Build a data foundation to .....

The ILTCI Conference

Date: 2022 March 20

March 20 - March 23, 2022 - Raleigh, NC     Registration is Now Open for the 2022 Intercompany Long Term Care Insurance Conference!   Our in-person conference will be March 20-23rd at the Raleigh Convention Center.  Our agenda includes over 45 educational sessions with ample time for networking and reconnecting with colleagues.   We still have room for exhibitors and sponsors!  Please contact us at info@iltciconf.org if you are interested in either oppo.....

ILTCI Long-Term Care Awareness & Family Caregiver Awareness Webinar

Date: 2021 December 9

Time: 01:00 p. m. ET November was both Long-Term Care Awareness and Family Caregiver Awareness Month.  To close out the month, the ILTCi Conference is hosting a webinar.  Please join us on Thursday December 9, 2021 at 1 PM Eastern.   Steve Cain of LTCI Partners will discuss examples of how industry has utilized Long-Term Care Awareness month to inform advisors and their clients of the solutions available to fund their future Long-Term Care needs.   Dr. Rhonda Montg.....

Prioritizing Client and Policy Information is Critical to Your Success

Date: 2021 December 7

  What You’ll Learn The sheer amount of detail available on an individual policy level as well as across your entire book is staggering. And having that information scattered across multiple sources – carrier portals, Excel spreadsheets, filing cabinets – forces you to be reactive to any problems that may arise with your clients’ policies.   It’s critical to get all that information into one centralized location so you know what’s going on with the policies .....

dacadoo Easy API Webinar #1

Date: 2021 December 14

  In this webinar we will be covering our award-winning Easy Health Score API: -What is the Easy Health Score API? -The value of Health Scoring to the consumer and to engagement -Why different engagement features matter to a sustainable engagement -Engagement and underwriting -Opportunities for monetisation -Q&A And our Easy Risk Engine API: -What is happening in Risk Quantification/Enhanced Underwriting? -dacadoo Risk Engine – new opportunities in accelerated unde.....

dacadoo Easy API Webinar #2

Date: 2021 December 15

In this webinar we will be covering our award-winning Easy Health Score API: -What is the Easy Health Score API? -The value of Health Scoring to the consumer and to engagement -Why different engagement features matter to a sustainable engagement -Engagement and underwriting -Opportunities for monetisation -Q&A And our Easy Risk Engine API: -What is happening in Risk Quantification/Enhanced Underwriting? -dacadoo Risk Engine – new opportunities in accelerated underwriting an.....

The Long Term: It’s the 12 “months” of Christmas (LTC-style)!

Date: 2021 December 28

  Join The Long-Term: Agency Advice W/ Angie Hughes LTCP, Managing Partner at Producers XL. On the last Tuesday of every month, we’ll sit down with an industry expert to cover ways agents could be elevating their business. Get registered and receive reminders and a link to join us live....

CONNECTIONS 2022

Date: 2022 March 6

  MAR 6-8 | ARIA, LAS VEGAS Come join 700+ of your industry peers and partners, alongside iPipeline, for a gathering viewed as the premier 3-day event for the Insurance, Financial Services, and Wealth Management Industries! After an abbreviated schedule in 2021, we’re back and ready to rock at our normal time of year, with an agenda that promises to be jam-packed full of goodness. As always, we’ll collectively explore how our industries have been leveraging emerging te.....

NAILBA41

Date: 2022 November 14

The Sky's the Limit at #NAILBA41! SAVE THE DATES: The 2022 NAILBA Annual Meeting is November 14-16, 2022.  Revered as the most valuable annual event for the brokerage market, NAILBA 41 is being planned as a multifaceted marketing and networking experience with 800+ attendees in-person, as well as 2,000+ attending the virtual events. Celebrating NAILBA’s 41st year, the November 14 – 16 event will be set inside the Gaylord Texan Resort & Convention Center, Dallas, TX. From exhibitin.....

AHOU 22 Annual Conference

Date: 2022 May 1

  May 1-4, 2022   We are looking forward to seeing you IN-PERSON at the Gaylord Rockies Resort & Convention Center.   Registration will open February 2022. Remember to check this page periodically for program, housing, and other updates....

LIMRA 2022 Distribution Conference for Financial Services

Date: 2022 March 1

  Who Attends Distribution professionals involved in channel growth, productivity, and reshaping distribution for success. Attendees include heads of distribution, sales, recruiting, compensation, distribution finance, training, marketing support, and product development. Enjoy the freedom to attend any of the breakout sessions across these key distribution channels ― agency building, brokerage, independent, multi-line, and direct-to-consumer.   Highlights Do you r.....

LIMRA 2022 Life Insurance Conference

Date: 2022 April 25

  The Great Reset   4/25/2022 - 4/27/2022   Marriott Tampa Water Street, Tampa, FL     WHO ATTENDS   Professionals involved in the development, operations, marketing, distribution, regulation, technology, or administration of individual life insurance products.   HIGHLIGHTS   Join your peers and leading industry experts to gain insight into the latest trends in individual life insurance. The cross-functional na.....

NAFA Annuity Distribution Summit

Date: 2022 October 4

  October 4-5, 2022 | Santa Monica, CA   NAFA, in partnership with its 2022 Chairman of the Board of Directors, Heather Kane, invites you to join us for our 14th annual Annuity Distribution Summit. From IMO consolidation and evolving regulation to product innovation and a shift in advisor demographics, the industry is facing significant change. Meanwhile, consumers are looking to rebound from the financial impacts of the pandemic and address considerable planning challenge.....

Digital Insurance Conference

Date: 2022 December 8

  In-person at Manchester Grand Hyatt San Diego | December 8-10 Online | December 15-17   An incubator for insights   Join us for strategic, intimate conversations with the industry's top minds as we explore how to take a customer-first business approach. Carriers need to provide the speed, agility, accessibility and ease of use that only digital insurance can deliver. Now’s the time to break from tradition and be customer-first.   DIGIN, from Di.....

LTCi Refresher Partnership Course

Date: 2022 February 22

Long-Term Care Insurance Agency Series February 22nd | 8am-12pm | CST Join Angie as she goes through your “every two year” LTC Refresher Partnership Course. This will provide you with 4 hours of General Continuing Education Credits. KS credit only. This Refresher course is required to keep you current on your LTC training so you can continue to sell and market Long-Term Care Insurance. If you have any questions, don’t hesitate to reach out to Angie. Continenta.....

OnRamp Insurance Conference

Date: 2022 June 15

    PRESENTED BY            THE LEADING CONFERENCE FOR INSURANCE INNOVATION JUNE 15, 2022 | MINNEAPOLIS, MN   The OnRamp Insurance Conference brings together the insurance industry’s leading corporations, investors and startups. The conference highlights innovations disrupting the insurance industry, the leaders making such innovations possible and how new technologies and business models will reinvent the industry.   ...

Refocus Conference 2022

Date: 2022 March 6

[caption id="attachment_5444" align="alignnone" width="511"] refocus 2022 email signature graphic[/caption]   MARCH 6 - 9, 2022 LAS VEGAS, NEVADA ARIA Resort & Casino 3730 S Las Vegas Blvd Las Vegas, NV Description Refocus is an annual global conference for senior-level life insurance and reinsurance executives hosted jointly by ACLI and the Society of Actuaries (SOA). This event features top-notch speakers, thought-provoking sessions, and superior networking opportunities....

The Long Term: Income Planning for Extended Care

Date: 2022 January 25

[caption id="attachment_3852" align="alignnone" width="500"] The Long Term Podcast[/caption]   Join The Long-Term: Agency Advice W/ Angie Hughes LTCP, Managing Partner at Producers XL. On the last Tuesday of every month, we’ll sit down with an industry expert to cover ways agents could be elevating their business. Get registered and receive reminders and a link to join us live....

Top Priorities for 2022 from 100+ Insurance Carrier Execs

Date: 2022 February 1

  Find out what your peers and experts at LIMRA-LOMA, EY, McKinsey & Company, Aite-Novarica, UCT, IISA, Clearview Partners, and AXA have to say about CX, leveraging data, and priorities for the coming year.   We surveyed 100s of insurance leaders to discover how they leverage data and overcome unique customer experience challenges. Join us February 1, 2022, at 11 am EST / 4 pm UTC for Top Priorities for 2022 from 100+ Insurance Carrier Execs live webinar.  ...

Medicare AEP: Get Ready with Mojo!

Date: 2022 February 17

Time: 1:00 PM EST     Come join and hear how The Brokerage Inc. and Shields Brokerage are alleviating their Medicare AEP season by using Paperclip technology that works to streamline their process....

Insurance AI and Innovative Tech USA 2022

Date: 2022 April 26

Achieve Unparalleled Insurance Success with Data & Technology   As technology transforms the industry, lead the revolution yourself.   The window to redefine your insurance company is narrow, and it’s happening now.   The industry is being inundated with the latest technology and overwhelmed with never ending data, leaving carriers struggling to future-proof their tech ecosystems and tap into the potential of data.   A fundamental culture shift, fu.....

2022 IRI Annual Conference

Date: 2022 May 18

Join us in D.C. for a diverse conference convening representatives from the entire supply chain of the insured retirement industry. You’ll hear from inspiring and innovative keynote speakers sharing thought provoking ideas to help you grow your business. Attendees will enjoy more intimate sessions drilling into the regulatory and technology issues that impact their day to day.   The conference will be held May 18–20 in Washington, D.C. at the Marriott Marquis. We hope to see you t.....

Paperclip SAFE ends the Breach!

Date: 2022 February 25

12:00 p. m. EST What steps are you taking to secure your data? SAFE combines crypto technology with advances in data storage and retrieval, resulting in large-scale data protection while enabling faster, searchable access. Come learn how SAFE stops the breach!...

Future of Insurance USA 2022

Date: 2022 June 14

June 14-15, 2022 Marriott Marquis Chicago, USA       The risks we tackle and people we protect have undergone a seismic shift – and there is no going back.   Insurance has strived to accelerate transformation efforts, but the time for aspirational roadmaps is gone. We must deliver now. We must exceed the needs of today’s customer, whilst also predicting those of tomorrow. We must commit to our role in the climate transition, push forward the .....

ITC 2022

Date: 2022 September 20

  September 20th-22th, 2022 Madalay Bay, Las Vegas   . ITC Vegas is the world's largest insurtech event - offering unparalleled access to the most comprehensive and global gathering of tech entrepreneurs, investors, and insurance industry incumbents.   Over the course of three days, the industry will convene to showcase new innovations, to learn how to increase productivity and reduce costs, and ultimately to enrich the lives of policyholders.....

Streamline Your New Business Process

Date: 2022 March 10

...

LIDMA Member Firms Partner to Drive Digital Transformation for the Industry

Date: 2022 March 15

...

InsurTech Spring Conference

Date: 2022 March 7

Customer First vs. Digital First   InsurTech NY is hosting its third annual spring conference to bring together legacy insurance carriers and InsurTech leaders to New York City. Hear from more than 40 speakers, network with over 400 insurance influencers, and visit more than 20 expo booths.   Insurers must make a choice.   They can focus on optimizing the front-end of their business creating a seamless customer experience, building customer-centric products, and helpi.....

SecureCare III

Date: 2022 March 29

  For the last Tuesday of March The Long-Term Care podcast with Angie Hughes will discuss a refresh of the Securian Financial SecureCare product and what you need to know....

Strategize, Innovate, Overcome: Product Innovation to Fight Emerging Risk

Date: 2022 March 24

    Our world is changing, and it’s changing fast. As we face the ‘next normal’ in a series of new normals, emerging risk continues to evolve faster than the data needed to write it.   Whilst efforts can be focused on better forecasting and modelling, the answer also lies in product innovation. Targeted products aimed at early detection and mitigation hold the potential to avoid catastrophic loss from new and complex risk.   Sign up now for our lat.....

Insurance Innovation in Action

Date: 2022 April 13

Actionable insights for today's financial professionals What You'll Learn Life insurance is a $20T asset class. Historically, tools and information access have not been available to support financial professionals with post-sale servicing efforts, meaning life insurance has been undermanaged and under-monetized compared to other assets. Without a framework for proactive management of inforce policies, financial professionals – whether that’s a bank, broker-dealer, distributor, or indepen.....

Life Insurance Ecosystem Summit

Date: 2022 September 20

Tuesday, September 20th, 2022 | 10:00AM - 5:00PM PST (In-person day-of event registration begins at 9:00AM PST) Location: Mandalay Bay Convention Center and Virtual   Looking for an opportunity to connect with leading voices in the world of life insurance and insurtech? Look no further.   Join us in Las Vegas, prior to InsureTech Connect, for our exclusive 5th annual Life Insurance Ecosystem Summit! It’s completely free to attend and will be the ultimate life insurance event at.....

Insurtech Insights Americas 2022

Date: 2022 May 25

Javits Center  |  New York  |  25-26th May 2022 Insurtech Insights is a global ecosystem aiming to connect industry leaders and decision makers with innovative startups who are challenging the insurance market, in order to create mutual business opportunities and accelerate growth. Our community is one of the leading Insurtech communities, connecting you to the industry leading innovative thinking being generated around the globe. With attendees from established Insurtech companie.....

Medicarians Conference

Date: 2022 June 7

  June 7th - 8th, 2022 MGM Grand, Las Vegas, Nevada . WHAT IS MEDICARIANS? A NEW NAME FOR AN ALREADY GREAT EVENT . Connectiv Holdings, the creators of InsureTech Connect and LeadsCon among many others, is excited to be the new stewards of the National Medicare Insurance Industry Summit (a.k.a. the”MedSupp Conference”). We are excited to not only support the great work Jesse Slome has done but invest heavily in its future providing an experience worthy of the great peo.....

Evolving Customer Expectations: How to Keep Up with the New Insurance Customer - May 5 th at 12pm EST

Date: 2022 May 5

  The insurance customer you once knew has changed, and they’re not coming back. Experiencing a pandemic, witnessing the ease that digitalization provides and increasing emerging risks means that customers’ expectations have evolved, so what can carriers do to ensure they’re not left behind? Sign to our free webinar: Evolving Customer Expectations: How to Keep Up with the New Insurance Customer - May 5th at 12pm EST  Get exclusive insights from: Laura Doddington, SV.....

IDIS Annual Conference

Date: 2022 October 10

  Save the date for our 18th IDIS Annual Conference, which will take place in Salt Lake City, UT on October 10-12, 2022! Our Conference Committee is hard at work planning an event you don't want to miss! The IDIS Annual Conference will provide an opportunity to hear from expert speakers, reconnect with friends and colleagues, and stay up-to-date on current trends in the Disability Insurance industry. We are so excited to be heading to Salt Lake City - where mountains meet the m.....

2 mom’s, 2 LTC claims at the same time. Both very different. | The Long-Term

Date: 2022 May 31

  Please join Angie the last Tuesday of every month for her insightful and trending podcast on what’s happening in the extended care planning space. She covers topics from elder care, to trends in the medical field, to product launches and much more. You are sure to always find a tid-bit of information that is useful in your every day practice.   Next Episode: 2 mom’s, 2 LTC claims at the same time. Both very different. Come listen to a real-life story about 2 dement.....

ADVANCED PRACTICE SYMPOSIA

Date: 2022 June 9

New Date Coming Soon! - Indianapolis | June 9th - Phoenix | September 29th - Philadelphia Join Us In-Person in Phoenix June 9th | 1-5 pm with Cocktails to Follow The National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Providers (FSP) have paired up to bring a series of events across the country this year making a stop in Phoenix on June 9th.   The series brings together top thought leaders in advanced planning and provides you wit.....

ADVANCED PRACTICE SYMPOSIA (September)

Date: 2022 September 9

New Date Coming Soon! - Indianapolis | June 9th - Phoenix | September 29th - Philadelphia   About NAIFA and the Society of FSP are bringing together leading thought leaders in the field of advanced financial planning for a half-day of high-impact presentations and discussions regarding working with businesses and organizations in 2022. Join us to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings .....

Agility, Efficiency, Customer Centricity: Execute Global Scale Digital Transformation

Date: 2022 May 18

May 18, 2022 / 11:00am CEST With the rewards of increased efficiency, reduced loss ratios, and the agility to respond to future trends with speed on the line, how do you go about overhauling your company’s technological strategy to fully optimise both your internal processes, and CX potential? Join Reuters Events’ panel of experts as they discuss the pathway to successful international transformation:   Learn From the Journeys of Others: Avoid creating unwie.....

LIDMA 2022 Conference

Date: 2022 October 16

Join us at the LIDMA 2022 Conference!   The Life Insurance Direct Marketing Association (LIDMA) is pleased to announce the 19th Annual LIDMA Conference & Showcase to be held October 16 – 19, 2022 at the Westdrift Manhattan Beach Autograph Collection, Manhattan Beach, California. The LIDMA Fall Meeting & Business Showcase is the insurance industry’s top annual meeting for producers, direct marketers and agencies involved in direct response sales and processing. Experienc.....

Practice Management for Agents and Financial Advisors, Advanced Prospecting Techniques to find 15 New Prospects Monthly

Date: 2022 June 9

02:00 p. m. ET   Asteya has partnered with International Practice Management expert Grant Hicks, as they continue the Practice Management Series with for their upcoming webinar. This webinar will cover: How Agents and Advisors can implement strategies to find 15 new Prospects monthly. -How is digital marketing used to drive client engagement? -What is the best way to build relationships with Centers of Influence? -How can you harness Client Feedback and Curated Ev.....

How to Sell John Hancock Permanent Insurance with Quote & Apply

Date: 2022 May 25

11:00 a.m. PST    Virtual event Quote & Apply is the industry leading multi-carrier quoting and eApplication for agents and their customers. Join Ian Ryan, Brokerage Director, at BackNine Insurance and Financial Services, Inc. on his webinar: How to Sell John Hancock Permanent Insurance with Quote & Apply....

WealthStack

Date: 2022 June 1

May 31 - Pre-conference Day June 1-3 - Main conference The Diplomat, Hollywood, Florida   WealthStack is where wealth management and wealthtech converge, linking technology, practice management, operations and investment ideas to transform the wealth management industry. And it's less than 2 weeks away.   Here's an update on some of the can't-miss sessions from this year's agenda, as well as a reminder of the unbeatable roster of speakers joining this year's event. .....

Future Of Insurance Canada 2022

Date: 2022 September 14

  Toronto Canada  14 - 15 September Looking for a Canadian insurance event with speakers that truly represent the driving force of industry revolution? From the CEOs of the largest carriers to the Insurtechs pioneering change, join us at The Future of Insurance Canada 2022 – book this week to save $200 on all passes!   The event will 40+ incredible industry speakers, including: Marc Lipman, President & CEO, Lloyd’s Canada Valérie Lavoie, President &.....

The Future of Insurance Europe 2022

Date: 2022 October 18

    18–19 October, 2022 Hotel Novotel Amsterdam City    |    #FOIEurope   Reuters Events: The Future of Insurance Europe 2022 presents a unique opportunity to come together and future-proof insurance in the face of global change. And now, you can see exactly what the industry-defining speakers will discuss in just a few months’ time in the timed agenda – just released.   Be the first to download the full timed agenda now – including atte.....

The Long Term – Angie’s Advice for Agents

Date: 2022 June 28

Join The Discussion Live Join The Long-Term: Agency Advice W/ Angie on the last Tuesday of every month. We’ll sit down with an industry expert to cover ways agents could be elevating their business. Get registered and receive reminders and a link to join us live. ...

From Disruption to Revolution: The Tech-Enabled Digital Strategy to Ensure Sucess

Date: 2022 June 29

  With digital transformation taking the insurance industry by a storm, carriers must quickly deploy technology to modernize their organization and exceed competition. Back-end operations, customer experience and products are mostly dominated by legacy systems.   To adapt to the volatile new normal, carriers are going to need a resilient technology strategy that will secure their position as a premier digital-first provider.   Sign up for our free webinar on 29t.....

NAIFA'S APEX 2022

Date: 2022 August 16

August 16-18 Arizona Biltmore Hotel in Phoenix   It's the Race to the Top. This event is for the American advisor that is always focused on increasing performance to increase production. It's about how fast can you get to the top of your potential. Apex isn't for product training and doesn't contain irrelevant breakout sessions to  leave you feeling that you didn't get the ROI you wanted. Apex is an event to allow you to fully focus on you and your performance.....

2022 LIMRA Annual Conference

Date: 2022 October 16

Uncertain Times — Unprecedented Opportunities 10/16/2022 - 10/18/2022 Marriott Marquis Chicago, Chicago, IL . Overview  2022 Annual Conference Timeline   Who Attends   The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry, including life, annuities, and workplace benefits. Our members and partners come together for strategic industry insights.....

Meetings on Main Street Event Series - Omaha

Date: 2022 July 19

    At NAIFA, our mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. All NAIFA members adhere to our Code of Ethics and are held to the highest standards in the industry.   The Meetings on Main Street event series is our chance to give back to the insurance and financial services industry by presenting an inspirational, insightful, and invigorating e.....

NAILBA's Virtual Summer Symposium

Date: 2022 August 2

Update Your Summer Symposium Registration Information! Even if you have attended NAILBA's virtual events in the past, don't forget to re-register for our 2022 Summer Symposium!   Please click the link below to enter your information, so you don't miss any of this year's program!   Remember - registration is complimentary!   About the Summer Symposium The last two summers, NAILBA has offered a complimentary symposium online. Fresh topics and non-commercialize.....

It’s July, how’s your independence? - The Long Term

Date: 2022 July 26

Join The Discussion Live Join The Long-Term: Agency Advice W/ Angie on the last Tuesday of every month. We’ll sit down with an industry expert to cover ways agents could be elevating their business. Get registered and receive reminders and a link to join us live. ...

Paperclip Technology: What are you missing?

Date: 2022 July 19

Time: 11:30 a. m. E.T. Length: 30 Minutes     Come learn about Paperclip's services and how other customers apply one or all to maximize their office efficiencies, workflow, and time! Paperclip has "The Complete Workflow" to manage your data and documents! So, what are you missing?!?...

AEP: Are you 100% e-App?

Date: 2022 July 20

Time: 11:00 a. m. E.T. Length: 30 Minutes     Imagine being able to upload all your Application Packets at once (handwritten or text), have 30+ fields of data populated in your AMS (with 99.9% accuracy), and have documents automatically filed (separated and Indexed) within a 3-hour turnaround time. Let me introduce Mojo4Medicare...the alternative to e-app...the digital experience!...

Paperclip Technology: What are you missing?

Date: 2022 August 4

Time: 11:30 a. m. E.T. Length: 30 Minutes     Come learn about Paperclip's services and how other customers apply one or all to maximize their office efficiencies, workflow, and time! Paperclip has "The Complete Workflow" to manage your data and documents! So, what are you missing?!?...

Paperclip Technology: What are you missing?

Date: 2022 August 11

Time: 11:30 a. m. E.T. Length: 30 Minutes     Come learn about Paperclip's services and how other customers apply one or all to maximize their office efficiencies, workflow, and time! Paperclip has "The Complete Workflow" to manage your data and documents! So, what are you missing?!?...

AEP: Are you 100% e-App?

Date: 2022 July 26

Time: 11:00 a. m. E.T. Length: 30 Minutes     Imagine being able to upload all your Application Packets at once (handwritten or text), have 30+ fields of data populated in your AMS (with 99.9% accuracy), and have documents automatically filed (separated and Indexed) within a 3-hour turnaround time. Let me introduce Mojo4Medicare...the alternative to e-app...the digital experience!...

AEP: Are you 100% e-App?

Date: 2022 August 3

Time: 11:00 a. m. E.T. Length: 30 Minutes     Imagine being able to upload all your Application Packets at once (handwritten or text), have 30+ fields of data populated in your AMS (with 99.9% accuracy), and have documents automatically filed (separated and Indexed) within a 3-hour turnaround time. Let me introduce Mojo4Medicare...the alternative to e-app...the digital experience!...

Connected Claims USA 2022

Date: 2022 November 2

November 2-4     Reuters Events: Connected Claims USA 2022 will help you deliver exceptional CX, capitalize on digital insurance opportunities and develop the competitive edge that will stand you and your organization apart from the rest. Find all details on our event website – speaker line-up, agenda, delegates and more! >> https://bit.ly/3yWivvR See below the key drivers behind our Tracks: Personal Auto and Home, and more Take your company into the .....

Getting Ahead of the Curve: How Gamification Impacts Business Success

Date: 2022 August 31

  We welcome you to our upcoming webinar on Gamification and its potential for increased business value and enhanced (customer) engagement. Together, we'll explore how different industries are leveraging gamification to solve the latest business challenges.   From employee training to customer engagement and product marketing, gamification is becoming more mainstream and is projected to become a $37bn market by 2027.   During this session, ReMark, a global .....

ACORD Connect 2022

Date: 2022 October 27

ACORD Connect is where we show our appreciation for you, the members of the ACORD community, and give you the opportunity to learn and turn insights into action.   At ACORD Connect 2022, you will enhance your expertise with ACORD Standards & Architecture and earn valuable continuing education credits through professional development sessions.   You will have the opportunity to hear from thought leaders and key influencers from across the full spectrum of companies and.....

Give Agents Exceptional Digital Experiences

Date: 2022 August 25

Time: 10:00am PST / 1:00pm EST . Creating better agent experiences has never been easier or more important than now. . Get Sureify leaders’ agent insights in our upcoming webinar, Give Agents Exceptional Digital Experiences, on August 25th, 2022 at 10 am PST / 1 pm EST. . We'll look at how the agent of the future will be equipped and can ultimately grow your business. Future improvements include access to real-time data and information across a wide variety of back-end systems. . The .....

The Long Term - Angie's Advice for Agents - September Episode

Date: 2022 September 27

Join The Discussion Live Join The Long-Term: Agency Advice W/ Angie on the last Tuesday of every month. We’ll sit down with an industry expert to cover ways agents could be elevating their business. Get registered and receive reminders and a link to join us live. This month’s Podcast topic: How to help your clients through divorce, widowhood & caregiving   ...

Driving Efficiencies through the Life Insurance Underwriting Value Stream

Date: 2022 October 27

Get ready for this HOT SESSION! - Driving Efficiencies through the Life Insurance Underwriting Value Stream October 27th Virtual Event ACORD Connect.    Industry leaders & experts: Debra Sahler, Esq. of ACORD, Andrew Kramer at M Financial Group, Erin McClintock at Swiss Re, Ken Leibow at InsurTech Express, and TJ Doan at Pacific Life. Learn more about the event at ACORD.org...

SCOR Live Sessions - On Insights to Empower Insurance Consumers

Date: 2022 October 11

Time: 17:00 CEST Event by SCOR About The world is becoming more connected. Increased data availability is opening the door to dynamic solutions and products. One-time purchases are transforming into continuous customer-provider relationships. …and with change comes opportunity. This paradigm shift allows the (re)insurance industry to embrace a new, more connected ecosystem. It lets us alleviate our customers’ pain points, improve their health, and foster continued engage.....

dacadoo & Capgemini -Hyper-personalization: an illusion or reality for digital life & health?

Date: 2022 October 25

Event details Microsoft Teams meeting Times Zones  4:00 PM Zurich 3:00 PM London, Lisbon 10:00 AM New York 9:00 AM Lima 11:00 AM Buenos Aires 5:00 PM Doha, Istanbul 6:00 PM DubaiDuration: 60 minutes approx. Language: English 🔵 Do you work in the #Insurance sector? 🔵 In Digital Health? ...▶️ Then, this matters to you: Come and discover from the experts what is about to come in terms of hyper-personalization by attending this webinar co-hosted with.....

Webinar: How to Build Data Foundations for a Digital Insurance Future

Date: 2022 October 26

Date: Oct 26 11:00 AM (EDT) Digital transformation is absolutely not possible without access to and the ability to leverage your organization’s data. And yet, for most companies, silos and legacy traps hold their most precious resource hostage. Find out how to create the data foundation that will enable your company to realize the vast untapped potential of current and future data. Find out: The best migration and conversion approaches to eliminate risk New data approaches that b.....

Prudential + Human API: Driving Innovation and Business Value with Digital Health Data

Date: 2022 October 27

. Have you been thinking about how to better leverage health data throughout your internal process — without adding more workload for you and your team? . Look no further. . In this intimate, interview-style webinar, join Human API's Nick Zambruno as he sits down with Gretchen Juneau, Vice President – Traditional Underwriting, at Prudential Financial to share Gretchen's digital health data transformation story. . You'll learn how Prudential leveraged b.....

Don't Be Scared of Long-Term Care

Date: 2022 October 31

Time: 9 am to 5 pm eastern   We're kicking off Long-Term Care Awareness Month early to take the opportunity of Halloween to get the message out that you don't need to be scared of long-term care conversations!   NAIFA's Limited & Extended Care Planning (LECP) Center is holding a free, day-long virtual program of interactive sessions from industry leaders who will address the scariest of topics in the long-term care arena.   Top members of the LECP Center .....

Paperclip SAFE® - What Experts Won’t Tell You About Encryption — And How To Keep Your Critical Data SAFE

Date: 2022 October 25

Time: 11:30 AM - 12:30 PM CST     Paperclip SAFE®: What Experts Won’t Tell You About Encryption — And How To Keep Your Critical Data SAFE Why are data theft and ransomware still costing us billions when we’ve invested so heavily in encryption? On OCT 25 at 1:30 EDT, join cybersecurity experts Mike Bridges (President and CEO), Zeke Kruglick, and Chad Walter (CRO) from Paperclip to hear why a big gap in today’s strategies leaves data vulnerable where it matte.....

HLTH 2023

Date: 2022 November 13

November 13 - 16, 2022 | The Venetian Expo | Las Vegas   Where the future of health happens Join Healthcare's #1 Innovation Event   Over the past five years, HLTH has become the preeminent event in the healthcare industry. As we curate HLTH 2022, we will continue to challenge convention with a reimagined experience. Taking place on an open show floor, the four day event will convene the entire healthcare ecosystem, connecting and developing relationships that truly move the ne.....

2022 SOA ImpACT Conference

Date: 2022 October 23

  It’s Time to Reconnect   Plan ahead to attend the 2022 SOA ImpACT Conference in Orlando, October 23–26. Come together in sunny Florida to experience innovative events, new insights and valuable opportunities in the actuarial profession. ImpACT is a premier gathering of industry, employers, actuarial professionals and thought leaders—the largest of its kind. Reconnect with colleagues, advance your career and build your network at this year’s event in Orlando....

The Gold Star of Servicing

Date: 2022 November 3

Thursday, November 3rd, 2022 | 10:00am PST / 1:00pm EST     Register for our upcoming webinar, The Gold Star of Servicing, to hear how industry leaders are using tech to better service their customers.   Meeting high service expectations benefits insurers in more ways than one. For starters, insurers are 80% more likely to retain customers when they provide best-in-class customer experiences.   Customers need to have great experience.....

Mojo...Think of the Possibilities!

Date: 2022 November 9

Nov. 9th at 1pm EST     Mojo is a digital transformation service equipped to extract data from a form (handwriting or text) enabling high accuracy levels, excellent turnaround times, and security at the forefront.  Come hear about the various projects and use cases Mojo can be applied!...

4 Life Insurance Opportunities You May Have Missed

Date: 2022 December 8

DECEMBER 8TH | 2 PM EASTERN   While many advisors are well-equipped to help their clients evaluate their life insurance needs, some scenarios may call for outside-of-the-box solutions. Life insurance experts Ryan Mattern and Brandon Parry will walk attendees through four conversations where life insurance is commonly overlooked but can still play an important role in helping advisors secure their clients' futures. Attendees will get a hands-on lesson on how they can help the.....

New Year, New Talent: Tackling the Employee Acquisition & Retention Crisis in Insurance

Date: 2022 December 8

Online | December 8, 2022, 11.00 AM ET or On-Demand     As we approach 2023, the challenging landscape for insurance continues to evolve. However, it’s not just the usual suspects creating havoc for carriers – a rise in cat losses, inflation and customer demands remain top of mind, but the word on everyone’s lips is talent. A challenge that sits beyond just insurance, the current demand for talent is far outweighing supply, particularly within the claims and IT funct.....

2023 Distribution Conference

Date: 2023 March 1

3/1/2023 - 3/3/2023 Hyatt Regency Grand Cypress, Orlando, FL Bringing Purpose to Life Overview Who Attends   Distribution professionals involved in channel growth, productivity, and reshaping distribution for success. Attendees include heads of distribution, sales, recruiting, compensation, distribution finance, training, marketing support, and product development.   Highlights   This conference brings you the latest information from industry .....

Connections iPipeline’s User Group Meeting & Conference

Date: 2023 March 12

March 12-14, 2023 | The ARIA | Las Vegas   Save the date!   If you’re in the Insurance, Financial Services, or Wealth Management industries, you don’t want to miss out on attending Connections 2023! This jam-packed 3-day premier event features engaging and visionary leaders — from across the industry – discussing the latest trends, industry-changing transformations, and inspiring innovations. From the opening reception to highlighted sessions and the show floor, we in.....

ILTCI 2023

Date: 2023 March 12

March 12-15, 2023     If it’s happening in LTC… It’s happening at the ILTCI Conference! Take the Lead in Denver, CO March 12-15, 2023. Attendee registration is now open. Back for 2023 – The Future Leaders Program! Check out the details and see if you qualify.     Exhibitor and Sponsor applications being accepted now....

Insurance AI and Innovatibve Tech USA 2023

Date: 1970 January 1

12 – 13  April, 2023 Chicago Refine Ecosystems, Action Insights, Streamline CX The possibility of treating your customers as individuals was previously unthinkable. Finally, you can harness the power of analytics, nimble technology, and cutting-edge data architecture to execute ambitious transformation plans.   Surpass disruption facing your workflow, modernize CX from underwriting to claims, and outpace your competitors. As .....

AHOU 23 Annual Conference

Date: 2023 April 16

April 16-19, 2023     Hollywood, Florida The Diplomat Beach Resort...

BISA Annual Convention 2023

Date: 2023 February 26

  BISA is pleased to announce that the 2023 Annual Convention will take place at the Fontainebleau Miami Beach from Sunday, February 26th through Wednesday, March 1st.   Elevate, Energize, Execute will focus on opportunities for learning, engagement, and interaction.   Please continue to check back for updates and information about BISA's flagship annual event.   Thank you to the BISA Convention Planning Committee for their work in creating a dyna.....

IRI 2022 Annual Conference

Date: 1970 January 1

Welcome to the premier event for the insured retirement industry!   The IRI Annual Conference is attended by industry leaders seeking an in-depth exploration of business, technology, political, and regulatory issues facing the complete supply chain of the insured retirement industry.   The three-day event features general sessions and keynote speakers providing thought-provoking content and a big-picture perspective on the fundamental issues of the day. And a thematically tra.....

ITC Vegas 2023

Date: 2023 October 31

Save the Date for ITC Vegas 2023 October 31 – November 2   What is ITC Vegas?   ITC Vegas is the world’s largest insurtech event – offering unparalleled access to the most comprehensive and global gathering of tech entrepreneurs, investors, and insurance industry incumbents.   Over the course of three days, the industry will convene to showcase new innovations, to learn how to increase productivity and reduce costs, and ultimately to enrich the lives of pol.....

NAFA Annuity Distribution Summit 2023

Date: 1970 January 1

Pending date    ...

DIGIN 2023

Date: 2023 June 5

June 5–7, 2023 San Francisco, CA     800+ industry leaders gathered for 3 days' worth of networking, insights, and fun. In 2023, DIGIN returns to bring you even MORE! Save the date and plan to join us in a new location to explore the latest insights and tech transforming the industry.   Inspiration, interactivity, insights Featuring high-level think tanks, engaging workshops, deep-dive roundtables and so much more, DIGIN is thoughtfully curated to provide a.....

Envision 2023

Date: 2022 February 21

February 21 - 23 It's official!   The Ebix Envision 2023 website is now available for registration and booking of accommodations.   Ebix invites you and your team to the Envision User Group Meeting and Expo from February 21–23 at the beautiful Hilton Orlando Lake Buena Vista Resort in Orlando, Florida. Featuring first-class accommodations for work and play, the Hilton Orlando Lake Buena Vista Resort is also conveniently located next to the new Disney Springs!   .....

HLTH 2023

Date: 2023 October 8

October 8 - 11, 2023 Las Vegas Convention Center (West Hall)   More information coming soon!...

Insurtech Insights

Date: 2023 June 7

7-8 June Javits Center  |  New York       AMERICA'S LEADING INSURTECH CONFERENCE   WHY ATTEND   INSIGHTS Improve your knowledge on challenging and strategic issues relevant to any organization Stay on top of future trends and seize new opportunities Expand your toolbox and effectively solve the challenges of today and tomorrow   INSPIRATION Challenge your way of thinking with new perspectives Expand y.....

Refocus 2023

Date: 2023 February 26

February 26 – March 1, 2023 The Cosmopolitan of Las Vegas Las Vegas, NV   ReFocus is an annual global conference for life insurance and reinsurance industry professionals hosted jointly by ACLI and the Society of Actuaries (SOA). This event features top-notch speakers, thought-provoking sessions, and superior networking opportunities....

M.U.D. 2023

Date: 2023 January 22

January 22 - 24, 2023 51st Annual Conference     InterContinental Hotel New York Times Square   M.U.D. Group, Inc. supports East Coast networking sessions to educate and bring together members of the Underwriting Community at large for an annual meeting.   While the MUD Group historically had 3 meetings a year at the Yale Club in Manhattan and had a one day event in January, we now have a packed and informative multi-day meeting in Manhattan that attr.....

Insurance Innovators USA 2023

Date: 2023 April 17

April 17-18 Music City Center, Nashville     Join us in Music City, where America’s most innovative insurance carriers meet to collaborate, innovate and drive growth.   This is the place to discover the future of insurance and the insurtech revolution....

Civitas Annual Conference 2023

Date: 2023 August 20

Sunday, Aug. 20 – Wednesday, Aug. 23 Gaylord National Resort & Convention Center National Harbor, MD     More information on registration, hotel room block, call for proposals, and sponsorship prospectus coming soon....

Medicare Marketing & Sales Summit

Date: 2023 January 29

January 29–31 Paris Las Vegas     Medicare Marketing & Sales Summit Covering Medicare Advantage Marketing, Sales, Product Development, and Member Engagement The marquee Medicare Marketing and Sales event offers innovative tactics in a highly competitive environment. Gain priceless insights from the best speakers in the industry during general sessions, concurrent tracks, roundtable discussions, and invaluable experience from service and solution provi.....

RISE National 2023

Date: 2023 March 6

March 6-8 The Broadmoor Resort in Colorado Springs   The #1 Trusted Source for All Things Medicare Advantage RISE National is the #1 trusted source for all things Medicare Advantage, crossing a variety of topics and themes from risk adjustment and quality to member experience and social determinants of health. Each year, we welcome thousands of Medicare Advantage professionals from health plans, health care providers, and health care technology organizations to hear best prac.....

ViVE 2023

Date: 2023 March 26

March 26-29, 2023   Nashville, TN  |  Music City Center     ViVE is Back! Join the industry's curated event experience for senior digital health leaders focusing on the business of healthcare systems.   The fresh, new way to think about the Business of Healthcare. Building upon the successful launch in 2022, ViVE is poised to deliver another unforgettable event experience around healthcare IT innovation and business transformation. Taking place ov.....

AHIP 2023

Date: 2023 June 13

Jun 13 - 15 Portland, Oregon     Experience what’s next, now at AHIP 2023 (Formerly Institute & Expo.) We’re building on AHIP’s decades-long heritage of bringing together the people, ideas, and solutions guiding greater health for years to come.   Experience what’s next, now at AHIP 2023 (Formerly Institute & Expo.) We’re building on AHIP’s decades-long heritage of bringing together the people, ideas, and solutions guiding greater health f.....

HIMSS 2023

Date: 2023 April 17

17-21 April Chicago     HIMSS23 is the can’t-miss health information and technology event of the year, where professionals connect for education, innovation and collaboration. Who Attends HIMSS23 unites thought leaders, disruptors and changemakers representing every sector across the global health information and technology spectrum. Join peers and experts to develop, strengthen and learn from the relationship of health and technology. Continue your journey to bette.....

LAMP 2023

Date: 2022 April 29

April 29 - May 2, 2023   Las Vegas, NV     Be part of the premier leadership event for the financial security profession! 4 Mainstage sessions 25 Breakout sessions 3 Days of learning Leaders and Managers Program (LAMP) is the premier leadership event for the financial security profession. Leaders in the life insurance profession will spend three days connecting, learning, and sharing their thoughts on where we’ve been and where we’re .....

Forum 400 Annual Meeting

Date: 2023 January 28

January 28-31, 2023  San Diego, CA Registration details to come.  Network with the brightest, and come away with new strategies you can apply immediately to positively impact your practice and client outcomes....

Ebix - Envision 2023

Date: 2023 February 21

February 21-23 Orlando, Florida The Event  Registration and Hotel Room Block are LIVE! Register now and take advantage of the Early Bird rate! (Regular rate $1,150.  Early Bird $995, save $155!) Plan ahead, and book your room at the Hilton now! We've negotiated a great room rate for Envision — $234,including Resort Fee. Reserve your room now. CLICK HERE TO RESERVE YOUR ROOM Ebix Envision Agenda Topics! Here are some topics that you can look forwar.....

Medicarians 2023

Date: 2023 April 24

April 24th – 26th  MGM Grand Las Vegas     Thank you again for being one of the 1,100 senior health and wealth leaders and innovators that joined us for the first ever Medicarians Vegas!   We are excited to announce that registration for Medicarians Vegas 2023 is now open, and as a past attendee, you can secure your pass for even less.   EXCLUSIVE PAST ATTENDEE SAVINGS The current ticket price is $795 rising to $1595. As a past attendee, you .....

The LIDMA 2023 Fall Meeting & Business Showcase

Date: 2023 October 1

October 1-4 St. Petersburg, Florida   Join us at the LIDMA 2023 Conference!   The Life Insurance Direct Marketing Association (LIDMA) is pleased to announce the 20th Annual LIDMA Conference & Showcase to be held October 1 – 4, 2023 at the Vinoy Renaissance St. Petersburg Resort & Golf Club. The LIDMA Fall Meeting & Business Showcase is the insurance industry’s top annual meeting for producers, direct marketers and agencies involved in direct respo.....

Q1 State of NAIFA 2023

Date: 2023 January 10

12:00 pm to 1:00 pm eastern     The first State of NAIFA webinar for 2023 will include an overview of our work as an association and highlight the 2023 Business Implementation Plan. This is our quarterly opportunity to report back to you on how we're delivering value for belonging and helping to expand the financial services industry. This event is for members and industry media but is open to prospective members and partners alike....

Top Priorities for 2023 From 100's of Life Insurance Executives

Date: 2023 January 12

  Find out what the top life insurance priorities are for the upcoming year. Learn more about achieving digital transformation with limited resources, creating a superior customer experience, and building data foundations for a digital insurance future.   In this webinar, we’ll explore:   The best strategies for fast, effective modernization How to overcome the insurance industry’s unique CX challenges The best ways to leverage your data Why build.....

IRI 2023 Annual Conference

Date: 2023 March 15

March 15–17, 2023 | Miami, FL JW Marriott Miami Turnberry Resort & Spa     Welcome to the premier event for the insured retirement industry! The IRI Annual Conference is attended by industry leaders seeking an in-depth exploration of business, technology, political, and regulatory issues facing the complete supply chain of the insured retirement industry. The three-day event features general sessions and keynote speakers providing thought-provoking content .....

IDIS Conference 2023

Date: 2023 October 9

  More information coming soon...

LIMRA Annual Conference 2023

Date: 2023 October 22

October 22-24 Gaylord National Resort and Convention Center 201 Water Street National Harbor, MD, USA, 20745   Overview Who Attends   The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry, including life, annuities, and workplace benefits. Our members and partners come together for strategic industry insights and high-level networking — a must-attend for executive.....

LIMRA 2023 Life Insurance & Annuity Conference

Date: 2023 April 24

Stronger Than Ever — Together 4/24/2023 - 4/26/2023 The Grand America Hotel, Salt Lake City, UT   Overview WHO ATTENDS Professionals involved in the development, operations, marketing, distribution, technology or administration of both individual life insurance and annuity products.   HIGHLIGHTS Jointly hosted by the ACLI, LIMRA and LOMA, and the Society of Actuaries, this premier conference provides life insurance and annuity professionals with rich cross-.....

NAILBA 42

Date: 2023 November 2

November 2-3     Plan to join NAILBA, a Finseca Community November 1-3, 2023 in Hollywood… Hollywood, Florida, that is! Either way, lights-camera-action will be in full effect as we bring together the best in brokerage for more opportunities to connect and grow.   Mark your calendar now!   Preliminary Agenda   Tuesday, October 31 Sponsor & Exhibitor Thank You Reception   Wednesday, November 1 Exhibitor Setup NAIL.....

The Future of Innovation

Date: 2023 January 26

10:00am PST / 1:00pm EST   Save your seat for our January 26th webinar, The Future of Innovation. Our panel features Ray Rao from Willis Towers Watson, Chris Lalonde from Symetra and Sureify’s CEO, Dustin Yoder. Highlights include: • Complexities that impact the life insurance industry’s ability to    innovate • Best practices for innovation programs • How insurtech can accelerate solving innovation challenges • And more!  ...

Get Started With Our New Final Expense Products

Date: 2023 January 19

@ 2:00PM EST This webinar will provide valuable information on how to successfully sell Final Expense insurance to your clients. We will explore the basics of our new Simplified Issue Final Expense product from Accendo®, and our new Guaranteed Issue Final Expense product from AIG®. Including best practices, how to assess your client's needs, explain the policy options, and close the sale....

Field Underwriting & Identifying Your Target Market

Date: 2023 January 26

@ 2:00PM EST     What do you need to know to get more of your cases approved and get them placed faster? Join us and learn how to more effectively field underwrite your cases and learn best practices for case submission from an expert panel of co hosts. Our goal is to help you submit more cases that are more likely to be approved , get placed and get you paid. In addition, we will walk you through the tools on the site to help you identify who is your ideal market for eac.....

Succeed in Selling Our New Final Expense Products

Date: 2023 January 12

02:00 PM - EST We will explore the basics of our new Simplified Issue Final Expense product from Accendo®, and our new Guaranteed Issue Final Expense product from AIG®. Including best practices, how to assess your client's needs, explain the policy options, and close the sale. Whether you are an experienced insurance agent or new to the field, this webinar will provide valuable information on how to successfully sell Final Expense insurance to your clients....

Happy New Year 2023! Let’s talk Secure 2.0 and lots of other things!

Date: 2023 January 31

  Please join Angie the last Tuesday of every month for her insightful and trending podcast on what's happening in the extended care planning space. She covers topics from elder care, to trends in the medical field, to product launches and much more. You are sure to always find a tid-bit of information that is useful in your every day practice....

Improving Care with Complete Medication Data

Date: 2023 February 23

Time: 01:00 PM in Eastern Time (US and Canada)     One in three medication prescriptions are never filled, and medication non-adherence is believed to cause 100,000 preventable deaths annually. Poor medication management is responsible for poor health outcomes – and costs $100-300 billion annually. In this webinar moderated by Health Gorilla, our panel of experts will discuss how complete medication data can enable your organization to improve adherence, streamline me.....

An Alternative to Long-Term Care Coverage

Date: 2023 February 7

Time: 2:00 pm Eastern     When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation. Limited long-term care insurance can be an option to help during your client's time of need. Join Jamie Sarno, National Sales Director for Ancillary Products at Aetna – a Limited & Extended Care Planning Center Partner – as he walks you through how you can help your clients protect th.....

Love Your Business

Date: 2023 February 8

Time: 12:00 pm Eastern     A lot of people get burnt out in this industry because they are spinning their wheels, not making enough money, and not growing as a professional and a person. Joe Templin is a Human Kaizen Expert and won an International martial arts championship while keeping 5+ appointments per day and serving NAIFA. Join NAIFA Coaches Circle leader Joe Templin as he teaches you how to have balance and growth, to build a sustainable and profitable business yo.....

Capture, Expand, Retain. Ensure Growth to Preserve Profitability

Date: 2023 February 2

AXA XL, NEXT, Northwestern Mutual, and PartnerRe on unlocking data and tech to drive customer loyalty. It is nine times more expensive for carriers to attract new customers than it is to retain existing ones. With more fierce competition than ever before – following an invasion of insurtechs – retaining customers has never been more important. How can carriers protect their market share from this influx of new players in the insurance industry? Success lies within your deployment o.....

The Long - Term

Date: 2023 February 28

  Please join Angie the last Tuesday of every month for her insightful and trending podcast on what's happening in the extended care planning space. She covers topics from elder care, to trends in the medical field, to product launches and much more. You are sure to always find a tid-bit of information that is useful in your every day practice....

MIB EMD Client Webinar

Date: 2023 February 2

Trusting the use of electronic health data USCDI overview Training and support that can only be delivered by a partner who knows you and knows the industry! MIB's Carolyn McAvinn, FLMI, AALU, PMC-IV will be holding a webinar training session for our Electronic Medical Data clients on February 2nd. Not yet an EMD client and interested in this kind of support? Contact your MIB Account Executive or email us at info@mib.com....

Life Insurance for the Digital Age with Plum Life

Date: 2023 February 2

02:00 PM - EST In this webinar, we'll cover how agents can use technology to streamline the life insurance sales process, including how to use social media and digital marketing to reach new clients. We will also review how to use Plum Life to generate quotes, speed up the application process, and our prospecting and lead generation capabilities so you can unlock the potential of your network, help grow your client base, and place more business.          ...

Comparing Final Expense Plans: Which Is Best For Your Client?

Date: 2023 February 9

02:00 PM - EST This webinar will focus on the different Final Expense products available through Plum Life. Including what they have in common, what differences there are, and which clients they are suited for. Attendees will learn about the unique features and benefits of these policies from Plum Life and how they can be used to provide additional protection for families.  ...

Mortgage Protection with Instant Term Life Insurance

Date: 2023 February 16

02:00 PM - EST This webinar will discuss how Instant Term life insurance through Plum Life can be used to protect a family's home after the death of a breadwinner. This will include how to choose the right coverage amount, the resources and tools available to help approach the topic and sell to your clients, and the highlights of Instant Term and the speed of placing business.  ...

2023 LIC Annual Conference

Date: 2023 February 1

Highlights   The theme of the 2023 LIC Annual Conference is Navigating Change Together. At every level of each company, we’re focusing forward on new technology, new consumer expectations and needs, and new ways of doing business. We don't need to address all this change in a vacuum - by coming together with top executives from similar small-to-midsize life companies, we can all benefit from the shared knowledge and experience. We’ll hear from companies and individuals who ha.....

How Can You Collect Post Submission Requirements In Less Than Two Days?

Date: 2023 February 15

02:00 p. m. EST     Find out how to regain control of your post application submission workflow for insurance applications with eRequirement offered by Paperless Solutions Group (PSG)....

How Can You Collect Post Submission Requirements In Less Than Two Days?

Date: 2023 March 1

 02:00 p. m. Est Find out how to regain control of your post application submission workflow for insurance applications with eRequirement offered by Paperless Solutions Group (PSG)....

ICMG ANNUAL CONFERENCE

Date: 2023 February 6

  ICMG's Annual Conference has a history of offering networking events where executives from insurance and financial product manufacturers and distributors meet and successfully develop business partnerships. Our next conference will be no exception! Those that have attended for several years know the ICMG Annual Conference is the place to network and get deals done. If you are: Wanting to meet key decision makers or network with industry colleagues Looking for a new pr.....

The Future of Insurance USA 2023

Date: 2023 June 27

North America’s Most Senior Insurance Event is Back: The Future of Insurance USA 2023 Date: June 27-28 Redefine Insurance to Power Profitable Growth Streamline Processes | Reimagine Products | Empower People Insurance is at a critical inflection point. Inflation is causing a profitability crunch, customers are demanding digital perfection, and a scarcity of talent leaves the industry in crisis mode. Headwinds of change are ripping through a.....

Insurance AI and Innovative Tech USA 2023

Date: 2023 April 12

Fuse the Power of Data and Tech to Reinvent Insurance Agile Technology. Advanced AI. Actionable Insights.     https://youtu.be/NugILLV_ORw   An unmatched opportunity for carriers is within reach. Yet the question remains - with each pillar posing its own challenges, can you achieve all three: tech enabled, AI fueled, and data driven insurance?   Keeping up isn’t enough. Lead with innovation to guarantee reten.....

The Power of Resilience: Forge a Strategy that Endures

Date: 2023 March 14

10:30am EST / or On Demand . . The world in which insurance operates has never been more volatile – keeping pace means not only staying afloat now, but preparing for an uncertain future. As carriers, the only way in which you can thrive through the next era of the industry is by transforming your strategy to prioritize adaptability. As we all know, legacy mindsets and an inherent aversion to risk have hampered the industry from reaching its full potential – but do you want t.....

A 360⁰ View of Life Insurance Distribution in 2023: New Solutions to Agency Management and Commission Accounting Challenges

Date: 2023 March 15

11AM EST Life insurance distribution is evolving as partners pursue digital transformation, but gaps still need to be closed in critical areas like advisor experience, customer engagement and data sharing. That’s why Equisoft partnered with Forrester Consulting to conduct an in-depth study with over 200 carriers, brokers and advisors. Join our expert panel to find out what the study uncovered about the challenges the channel faces and emerging trends that create new opportunities. .....

Upselling and Cross-selling

Date: 2023 March 9

  This webinar will provide agents with strategies for upselling and cross-selling life insurance products, including how to identify potential upsell opportunities, how to communicate the value of additional coverage, and how to close more sales....

Jumpstart Your Life Insurance Sales With Plum Life

Date: 2023 March 16

  We'll help you jumpstart your sales with Plum Life and cover running and sharing quotes, submitting an application, and managing your sales pipeline. We’ll cover product details and share some client conversation starters and sales tools you can use to grow your business....

Final Expense: Overcoming Objections and Closing Sales

Date: 2023 March 23

  This webinar will provide agents with strategies for selling final expense life insurance, including how to identify potential clients, how to communicate the value of coverage, and how to overcome common objections and close more sales....

Learn to Position and Sell IUL Products from F&G

Date: 2023 March 30

  Now access industry-leading IUL products from F&G through Marketplace by Plum Life. Join the Plum Life team along with Jamie Conlon, National Account Manager with F&G, for an engaging webinar where we’ll review F&G’s product lineup, discuss how to position and sell IUL and give you tips to uncover new sales opportunities for you and your business....

ITC LATAM

Date: 2023 April 24

What is InsureTech Connect InsureTech Connect hosts the world’s largest insurtech event in Las Vegas each year as well as annual meetings in Singapore and Barcelona. In 2023 we will be coming to Miami to host a comprehensive gathering of insurtech entrepreneurs, investors, and insurance industry professionals all focused on the growing Latin American market. Over three days at the fantastic Fontainebleau Hotel on Miami Beach, the industry will meet to network, discover new business p.....

STANDOUT Summit 2023

Date: 2023 March 30

What can you do to stay visible in a sea of similarity?   Join the all-star lineup of speakers and presenters who will be tackling questions like these in the upcoming Standout Summit 2023 on Thursday, March 30.   This 1-Day online event is totally FREE when you grab one of the first 100 passes.   You’ll learn insider secrets from some of the top advisors, financial marketing experts, and business minds in the world on topics like:   Tom Hegna’s .....

Predict, Prepare and Respond to NatCat Claims with Speed and Agility

Date: 2023 March 21

  CAT leaders from USAA, Plymouth Rock & Swiss Re reveal how to be decisive in disaster response. Here's why it's so important! - according to Swiss Re, NatCat events caused an estimated USD115 bn of insured losses in 2022 (well above the 10-yr avg of USD81 bn). This highlights the need for Claims teams to be accurate, resilient and faultless in prediction, preparation and service delivery.   The free-to-attend 1hr webinar features LIVE audience Q&A, confirm your spot n.....

What Advisors Need to Know About Upcoming Illustration Changes

Date: 2023 March 27

2 pm ET     Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern. Join experts from Symetra and Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.   Sp.....

Changing the Conversation

Date: 2023 March 23

12 PM EASTERN   Join the next Advisor Today webinar on Wednesday, March 23 at 12 pm eastern, as Carrol Golden, Executive Director of NAIFA's Centers of Excellence and author of the #1 Amazon bestseller How Not to Pull Your Family Apart, demonstrates a three-step formula to show how to incorporate Financial Longevity Wellness in the products and services you provide, while staying focused on your client’s story....

Q2 State of NAIFA 2023

Date: 2023 April 4

  The second State of NAIFA webinar for 2023 will include an overview of our work as an association and highlight the 2023 Business Implementation Plan. This is our quarterly opportunity to report back to you on how we're delivering value for belonging and helping to expand the financial services industry. This event is for members and industry media but is open to prospective members and partners alike....

Striving for Equity: The Role of Data Providers in the Fairness Debates in Life Insurance

Date: 2023 March 29

Time: 1:00 pm CT     ABSTRACT: Credit-based insurance scores (CBIS) have had a positive impact in insurance markets, but at the same time some have argued that use of CBIS raises questions about fairness and equity. Consumer reporting agencies and insurers can play a role in ensuring continued use of CBIS is fair and equitable. In this webinar, TransUnion’s Jeff Reynolds will review an analysis that addresses questions of correlation and proxy effect between CBIS and race/e.....

ITC DIA Europe 2023

Date: 2023 June 28

  The future of insurance is here. Are you ready? Digital transformation is at the top of the agenda in every board room. Insurance carriers are retooling themselves on an unprecedented scale. With this accelerating growth in mind, ITC DIA Europe will offer unparalleled access to the most comprehensive gathering of tech entrepreneurs, investors and insurance industry incumbents from across Europe and beyond. Meet us in Barcelona this June to see the latest insurtech innovati.....

We use cookies in order to give you the best possible experience on our website. By continuing to use this site, you agree to our use of cookies.
Accept
Reject