“A One Stop Life, Health, and Annuity Resource.”
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
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.....
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.....
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.....
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.....
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. ...
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?!?...
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!...
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?!?...
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?!?...
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!...
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!...
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 .....
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 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.....
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 .....
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 ...
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...
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.....
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 Capge.....
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.....
. 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.....
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 .....
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.....
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.....
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....
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.....
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!...
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.....
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.....
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 .....
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.....
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....
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 .....
April 16-19, 2023 Hollywood, Florida The Diplomat Beach Resort...
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.....
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.....
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.....
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! .....
October 8 - 11, 2023 Las Vegas Convention Center (West Hall) More information coming soon!...
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.....
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....
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.....
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....
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....
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.....
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.....
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.....
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.....
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.....
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 .....
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....
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.....
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 .....
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.....
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....
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.....
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 .....
. Forging the Future . 10/22/2023 - 10/24/2023 . Gaylord National Resort & Convention Center, National Harbor, MD . Overview . 2023 Annual Conference Timeline.pdf 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 s.....
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-.....
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 NAILBA Board of Directors Meet.....
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! ...
@ 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....
@ 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.....
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....
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....
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.....
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.....
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.....
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.....
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....
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....
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. ...
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. ...
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. ...
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.....
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)....
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'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.....
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.....
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.....
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.....
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. .....
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....
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....
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....
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....
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.....
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 .....
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.....
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.....
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....
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....
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.....
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.....
Date: September 26 - 27 The World’s Largest Claims Event Customer-first. Digitally focused. Collaborative. Forward-thinking. As the most important touchpoint in the customer lifecycle, claims organizations need to prioritize developing these qualities and be on the front foot to deliver the reputation and retention rates that underpin success. With inflation and supply chain impacts, nuclear verdicts, changing customer.....
May 21 - 24 | The Diplomat Beach Resort, Hollywood, Florida RIA Edge provides exclusive growth, marketing and client acquisition strategies from the most influential players in the RIA ecosystem. RIA Edge is truly an event built for and by the largest and/or fastest growing RIAs in the industry. This exclusive event provides the ability for these RIAs to connect, network and have access to experts. Can't-miss sessions include... May 22 - 2:15 pm Inside the .....
Listen to Troy Korsgaden, Yamini Bhat and John Behn take a deep dive into Changing Agent Behavior to Drive Greater Revenue Two veterans of the Insurance industry meet a global technology leader to exchange observations and ideas on the next 5 years (and beyond) of insurance distribution. Traditional agent channels are being hit by changing client preferences, new competitors, and increasingly digital modes of engagement. On top of this, there is a wholesale shift .....
Join the Life Insurance Open Forum Series to discuss the Impact of AI on the insurance industry by 2030. This virtual event will bring together industry leaders, experts, and innovative thinkers to share their perspectives on the challenges and opportunities in the life insurance sector. Advanced technologies and data already affect distribution and underwriting, with policies being priced, purchased, and bound in near real-time. Read more. Don't miss the .....
We are being joined by David Johnson, Senior Internal Wholesaler for Foresters Financial, to discuss their product line available through Marketplace by Plum Life, how to effectively position the products with your clients, and the key benefits. There will also be time to answer questions and ensure you have the information you need to sell effectively....
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....
In this webinar, we will walk through the benefits, features, simplicity, and speed of placing business using Instant Term from Plum Life and discuss the best use cases and the correct scenarios for when this would be a good option for your clients. We will also answer any questions...
THE WORLD'S LARGEST EMAIL MARKETING CONFERENCE MailCon is a niche community that connects marketing professionals with the latest technology, trends, and strategies in email marketing, marketing automation, and mobile and omnichannel marketing. To learn more click here....
Revolutionize the way insurance companies process claims. By automating manual process, such as data entry and document processing, claims handlers can focus on high-value tasks that require human judgement, while also reducing the potential for errors. Join the discussion and submit questions to our panel of experts to determine how incorporating automation and AI can provide numerous benefits for carriers and policyholders. In this 1hr session with use-case examples and Q&.....
How can AI help you to become a more effective underwriter & improve the experience of your policyholders? Next month, James Lynch, our Head of Digital Solutions - Americas, will present at an exclusive Plug and Play Insurtech webinar on automated underwriting. You will learn to: ? Properly define your problem ? Reimagine the role of data ??? Bridge the gap from 'data science-to-business strategy' ? Build systems of rules and models with the latest tech RSVP n.....
Welcome! We’re excited to have you join us in Nashville for the IMCA Ignite - 2023 Annual Conference June 19 - June 21, 2023 Virgin Hotels Nashville 1 Music Square W, Nashville, TN 37203 Your registration guarantees access to the industry’s most sought-after speakers for keynotes and breakout sessions, networking breaks, on-site breakfasts and lunches, and exhibitor expo. You will leave learning new ways to use marketing and advertising to make the connection.....
You will have the opportunity to learn from industry experts, ask questions, and gain invaluable insights into how Keyman Life Insurance can secure the future of small to large businesses. 1. Understanding Keyman Life Insurance: An overview of its structure, operation, and benefits. 2. Case Study Analysis: Real-life experiences of businesses benefiting from Keyman Life Insurance. 3. Strategic Planning: Insights into integrating leveraged insurance platforms into Keyman Lif.....
In this webinar we will be joined by Caleb Dishman, Sales and Marketing Director for Aspida, to talk about selling their annuity products through Marketplace by Plum Life. Clients are increasingly interested in the flexibility and security that annuities can provide, and this webinar will give you the information you need when your clients come to you for answers....
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....
The fact that many of your clients are living longer means that it’s important to address their potential need for long-term care (LTC) coverage. That’s why I’m pleased to be able to tell you about Nationwide CareMatters TogetherSM, the newest addition to our LTC solution set. Join me for a webinar where we’ll have a chance to review the shared LTC benefit pool and other features of CareMatters Together. How to sign up: Speaker: Nationwide Angie Hughes &.....
Time: 1-6 PM ET Take your business to new heights with White Glove's Annual Virtual Summit! Our dynamic panel of industry experts will uncover proven strategies to fuel your growth. You’ll walk away with actionable tips on… Staying top-of-mind with your ideal clients Supercharging your growth through estate planning Establishing credibility & trust with next-gen investors Finding warm, high-net-worth leads Scaling your business with.....
Time: 8:00 PM Join us, along with Jeff Dahn from John Hancock, as we learn more about Simple Term Life from John Hancock now available on Marketplace by Plum Life. Understand the ideal clients and use cases, as well as get sales ideas straight from the source. We will also have time for questions and answers. ...
TIME: 2:00 PM - 3:00 PM 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 each product....
TIME: 2:00-3:00 In this webinar, we will walk through the benefits, features, simplicity, and speed of placing business using Instant Term from Plum Life and discuss the best use cases and the correct scenarios for when this would be a good option for your clients. We will also answer any questions you may have so you can be confident that you have the tools you need to expand your business with Instant Term....
Date: 22 jun 2023 07:00 p. m We wanted to remind you that we will be hosting a live 30-minute webinar on June 22nd at 1:00 pm ET to help you learn how you can leverage term life insurance to protect your clients' financial plans. You will hear from Warren Robbins, one of Policygenius' most experienced sales associates, about: Why term life insurance is vital to your client's financial plan (and your business!) Tips on when and how to start term life insuran.....
Date: Thursday, June 22, 2 pm ET (11 am PT) WHAT WILL I LEARN? Making decisions with data sounds obvious. But, in the insurance industry, legacy systems, stagnant data, and ever changing regulations make this difficult. What would holistic, real-time analytics and reporting do for your business when making decisions? Join AgentSync's webinar with the Big I's Agents Council for Technology to learn how accessing and analyzing centralized and accurate insights a.....
Time: 12:00 pm to 1:00 pm eastern To support Annuity Awareness Month, NAIFA is featuring three top experts in annuity distribution to talk about why annuities are a key part of a holistic financial plan. In this NAIFA’s Advisor Today fast-paced webinar, each panelist will provide an overview of their perspective on the annuity market and sales ideas for how to increase your book of business before the end of 2023. The session will be moderated by NAIFA President Bryon Holz....
Time: 12:00 pm to 12:30 pm eastern The third 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...
It's no secret the life insurance industry is undergoing a critical transition, as outdated systems and processes are being replaced with more advanced, efficient, and flexible technology. Actuaries are finding themselves at the forefront of this transformation, working hand in hand with their IT counterparts to overcome hurdles and drive positive change. But as you probably well know, while this collaboration is critical, it does come with its challenges. Join key life insurance actuarial.....
ACORD Connect is where we show our appreciation for you, the members of the ACORD community, and give you the opportunity to learn from your industry peers. At ACORD Connect 2023, you will enhance your expertise with ACORD Standards & Architecture and hear the latest developments and case studies in ACORD implementation. You will have the opportunity to hear from thought leaders and key influencers from across the full spectrum of companies and roles in the glob.....
The InsurTech Hartford Symposium pushes the boundaries of innovation in insurance by bringing together the latest technology and top talent. ...
Advancing the Underwriting Process, Trends, and Consumer Expectations Post-Pandemic iPipeline's Underwriting Webinar Series With the recent announcement from the World Health Organization that the pandemic is expected to end later this year, we will explore how COVID-19 changed the way the industry now looks at underwriting processes, trends that have evolved since the start of the pandemic, and the impact of consumer and agent expectations as the industry moves forward. Join.....
iPipeline's Underwriting Webinar Series How AI and Underwriters are Rewriting the Rules in Life Insurance? Are you leveraging technology, data, and tools in your underwriting processes to drive operational efficiencies and decrease costs? Do you know where to begin? As digital data sources and integrations become more available for carriers and underwriters, learn what data sources are most often used in the industry to corroborate application data and how COVID-19 impacted insurers’.....
iPipeline's Underwriting Webinar Series Regulatory Changes Impacting the Future of Underwriting The life insurance industry is constantly changing, and new laws and regulations can impact the way we do business. In this session, we will explore critical regulatory changes that are impacting the future of underwriting and how some carriers, and the industry, are navigating the ever-evolving landscape. The panel discussion will be led by iPipeline’s VP of Product Management, .....
A conversation about the effects of external and internal forces to the business of protecting more families. Featuring: Shervin Eftekhari - President at Zander Insurance Tim Shaheen - Senior Vice President at Pacific Life Moderator: Jeff McCauley President, PSG an MIB Business”...
Join the most Senior-Level InsurTech Leaders and Innovators in the United States! Network and connect at the most collaborative meeting of senior insurance and tech execs After five years of continued success and unprecedented demand from US insurers and InsurTech founders, we are bringing our flagship event to New York! Join us to: Open the door to an exclusive world of InsurTech innovation, collaboration, and discussion. Network with the most senior-level indus.....
Join us for a live webinar to see how the Annuities Genius + Wealthbox integration helps advisors streamline annuity sales. This webinar will cover: How Annuities Genius connects insurance companies, brokers, and retail consumers with insurance rates and benefits to help select the best annuity option. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before. How advisors can use the .....
COVID-19 accelerated many carriers’ adoption of digital and mobile channels in the claims process. Digital channels usher in a host of benefits for carrier and customer alike—but they also lower the bar for fraudsters wielding stolen and synthetic identities. As the use of digital channels grows, so does the challenge of verifying that a customer is who they say they are. Is that a genuine customer? Or a fraudster exploiting stolen or synthetic credentials? Those questio.....
Unlock your underwriting superpowers with Covr! Our secret formula to underwriting success will boost your underwriting results in 3 Simple Steps: SSC - Set, Select, Craft. To dive deeper into our underwriting strategies, we invite you to join Covr’s webinar on August 25th. During this session, our industry experts will help you master early risk assessment, select the perfect carrier fit, and craft winning solutions that impress your clients. Don't miss out! Mark your c.....
Did you know there were more than 250 changes to insurance regulations in the U.S. in 2022? AgentSync Solutions Architect Sandy Allen will present "Solving for Producer Compliance" on August 17, 2 p.m. ET as part of National Association of Mutual Insurance Companies (NAMIC) Compliance Webinars series. She will address common compliance questions carriers have as they work with producers and independent agencies....
Time 10:00 AM Central Time 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: All things Aging ...
42% of customers don’t fully trust their insurer. 60% of insurers feel their company lacks a CX strategy. (IBM’s Institute of Business Value Elevating the Insurance Customer Experience report) Join this session to find out what our expert panel reveals about the strategies, processes, use cases and technologies that are bridging the CX gap. Discover how life insurers can turn transactions into relationships and build trust from the first touchpoint‒whether that’s onl.....
Is a time-intensive and invasive application experience hindering your ability to drive premium growth? Join Nick Zambruno, solutions lead at Human API, part of LexisNexis Risk Solutions, to explore how our understanding of electronic health records (EHRs) has changed over the years and review the new use cases relevant to life insurance organizations. We'll dive into the learnings from analyzing more than 150,000 EHRs and unveil how they can be applied to the life insurance market to create.....
NAIFA and the Society of FSP bring you this webinar on the provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) that sunset at the end of 2025. Our panel of experts will examine the planning opportunities these changes present and also explore the best ways to talk to your clients who are reluctant to discuss estate and tax planning....
If it’s happening in LTC… It’s happening at the ILTCI Conference! This year’s conference was a huge success! Over 950 attendees from across the US attended. We look forward to bringing you another amazing conference in 2024. Here’s how our attendees self-identified the area of the industry they work in: Join us in San Diego, CA – March 17-20, 2024 – at the newly renovated Town & Country Resort. More details coming soon – check bac.....
Featuring Roy Goodart, VP Product Management, iPipeline and Hareem Naveed, AVP Integrated Analytics, Munich Re ChatGPT and other Generative AI tools have taken the world by storm. This relatively new concept involves training models to generate new data, such as text, images, or videos, based on patterns and examples from existing data. So what does this mean for the insurance industry? In this session, we will discuss examples of Generative AI platforms, including Cha.....
Launched in 2022, NAIFA's Apex conference was first held in August at the Arizona Biltmore to great success. Apex is designed to be a pure-play sales summit for producers and those in the financial services industry. The Apex design brings together producers with other industry professionals in estate planning law, accounting, technology, performance coaching, wellness, and more to create a dynamic event to take you to the top of your personal production. It's a holistic approach.....
AgentSync is excited to host an exclusive group of Dreamforce 2023 attendees for drinks and appetizers in the heart of San Francisco’s SoMa neighborhood. Wine Down is just a four-minute walk from the event's convention center. Guests will enjoy locally sourced beer, wine, and food at this lively indoor/outdoor venue. Let’s take a midday break from activities and “wine” down together at Dreamforce 2023! ...
The largest AI event in the world has one of the most legendary bands in the world. Rock out to support a great cause. Proceeds benefit UCSF Benioff Children’s Hospitals....
Featured Speakers: Robby Allen, CRO, AgentSync Cathy Lanning, VP, Industry GTM, Salesforce The insurance distribution workforce is critical to the success of insurance organizations. With the average age of an insurance producer already over 60, organizations that will find success in the next few years are those focused on meeting the expectations of the Millennial and Gen Z producers. Organizations must adjust how they recruit to attract younger talent, which means the.....
A forum for ideas. A catalyst for advancement. November 14, 2023 | Chicago Marriott Downtown Magnificent Mile | Chicago, IL Shaping the future of innovation and culture for insurance Every year, Digital Insurance honors the transformative women leaders who are bringing the industry into the connected future with its Women in Insurance Leadership rankings. This iconic program is the inspiration for the WOMEN IN INSURANCE LE.....
Join us in beautiful Portland, Maine on October 9-11, 2023 for a must-attend event that is guaranteed to inspire, educate and motivate the best of the best in the disability insurance industry. You'll learn from some of the country's top disability insurance producers, wholesalers and carriers, share industry knowledge, and elevate your capabilities to serve clients of all sizes! The Conference will provide an opportunity to hear from expert speakers, reconnect with friends and c.....
Lots of terrific sessions being planned for next week's American Council of Life Insurers - ACLI Annual Conference! Two key ones I'm looking forward to: ➡ Mortality Trends from COVID to Current and Beyond Thursday Sep 28 at 2 PM I'll be covering industry mortality trends - and what to look for on the horizon - with Daniel Zimmerman, M.D. of Reinsurance Group of America, Incorporated and Andrea Caruso from MIB ➡ Regulatory Update: Divided Government, a Catalyst.....
Hexure is excited to announce our partnership with Paperclip, a proven technology partner that continues to revolutionize data security, content and document management for Fortune 1,000 companies worldwide. Every second of every day, these innovative solutions are securely processing, transcribing, storing, and communicating sensitive content across the internet. Join us to see how our partnership with Paperclip can maximize efficiency while maintaining absolute security and compl.....
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....
In this webinar, we’ll highlight some of the key reasons why you should be considering Annuities for your business and set you up for success. We will walk through our Annuity product line-up focusing on the benefits, features, and ease of selling through Plum Life....
In this webinar, we'll cover how agents can build and grow their digital brand to attract and reach new clients. We’ll focus on how to build your social media profiles and digital marketing capabilities as well as talk through a number of free resources agents can leverage to build and grow their online presence....
Learn how to more effectively field underwrite your cases, increase your approval rate and get your policies placed! In addition, we will walk you through the tools in the Plum Life portal that help you identify your ideal market for each product. You won't want to miss this one....
ITC’s Official Life & Annuities Sponsor Join us at InsureTech Connect 2023 - October 31, 2023 Are you ready to transform the insurance landscape? Welcome to our exclusive forum where innovation meets insight. Join us for 3 dynamic sessions that will reshape how you approach insurance technology and digital transformation. Session 1 - 1:15- 2:15: How to reduce legacy tech complexity Session 2 - 2:20 - 3:20: Embracing Chat GPT and AI for Insurance Transformation Ses.....
NAIFA will celebrate its third National Leadership Conference in 2023. We look forward to another year to bring our association’s leaders and aspiring leaders together face-to-face. It ensures we are all on the same page working together as One NAIFA to execute NAIFA’s overarching strategic plan at every level. It creates momentum for 2024 as we move in lockstep to grow membership, amplify NAIFA’s brand, and build a stronger membership experience. NLC and the associated Belong awards g.....
Each day new Gen Z and Millennial consumers are entering life stages that trigger a need for insurance cover. However, the way they view insurance and how they prefer to purchase can differ from their elders. Are you prepared to serve their unique preferences? In celebration of ReMark’s 10th edition of the Global Consumer Study, we’ll explore 7 Gen Z and Millennial consumer trends that are shifting the future of insurance....
Using annuities to support wealth transfer goals....
According to recent survey data, business owners are continuing to face challenges with successfully transitioning their small- and mid-size businesses, and also with attracting, retaining, and motivating the key employees necessary to make their businesses as strong as possible. In this presentation, we will discuss this survey to provide scope to the obstacles our business-owner clients are facing, and highlight several strategies that can address these obstacles using the pow.....
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 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 and Advisory Council will share what advisors and agents need to know .....
Join us for the Q4 "State of NAIFA" 2023 webinar featuring: Bryon Holz, NAIFA President Tom Cothron, NAIFA President-Elect Kevin Mayeux, NAIFA CEO Diane Boyle, NAIFA SVP of Government Relations 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....
Looking for an opportunity to hear from innovative leaders in the life insurance and annuity industry? Join us in Las Vegas, prior to InsureTech Connect, for the 6th annual Sureify Life Insurance and Annuity Ecosystem Summit! It’s completely free to attend and is always the main attraction and highlighted event to kick off ITC! Don’t miss out—register today!...
October 31 – November 2, 2023 | Las Vegas 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 policyholders. The sup.....
JAN 22-25, 2024 | LAS VEGAS, NEVADA | #T32024 We are partners with T3 Conference in January 2024. T3 Conference is the #1 technology event attended by RIAs and Independent Broker Dealers! If you want to attend, exhibit or sponsor we at InsurTech Express offer significant discounts: Attendees $200 Discount code: INSURET3 Exhibitors $500 Discount code: T3Insur500 NAIFA Members $200 Discount code: NAIFAT3 For Allied Professional Firm $1,500 Discount and Sponsorship Discounts .....
Join our webinar with Jamie Hopkins, an IncomeLab expert, as he explores adaptive retirement income planning. Traditional methods like the 4% rule are outdated in today's volatile financial and technological environment. Jamie will highlight the significance of flexible strategies in creating sustainable retirement plans. Discover how to customize income plans to clients' unique needs and optimize an adaptive approach for better financial resilience. Don't miss out on valuable insights to se.....
Dates: January 28-31, 2024 Location: Jacksonville, FL Description The Society of Financial Service Professionals' annual Institute is January 28-31 in Jacksonville, FL. This is one of the premier professional development events in the financial service industry. Registration includes high-impact educational sessions and opportunities to earn CE credit. The Institute features opportunities for productive networking and offers a unique environment that inspires collaborat.....
Join us for the 52nd Annual Conference of MUD (Metropolitan Underwriting Discussion) Group in New York City! This in-person event will take place from Sun Jan 21 to Tue Jan 23 2024 at The Westin New York Times Square. Get ready for three days filled with inspiring talks, interactive workshops, and networking opportunities. At MUD 2024, you'll have the chance to connect with leading professionals and experts in the field of underwriting. Gain valuable insights, exchange ideas, an.....
The Forum 400 Annual Meeting is where.... the highest caliber life insurance producers can come together to share and collaborate! Attendees will access peer-to-peer learning, breakout sessions, and opportunities to hear new ideas from the best in the profession....
Manage Election Year Noise with Fresh AEP Strategies and Get the Latest Compliance Updates With the upcoming election year already promising to be filled with many distractions, how do you overcome the challenge of capturing the attention of seniors? Join over 550 of your peers to hear from multiple experts who will share invaluable insights on maximizing success during the high-stakes AEP period, retaining current members, and achieving compliance in digital marketing, social .....
Who Attends Senior management from small-to-midsize life insurance companies. Highlights The theme of the 2024 LIC Annual Conference is Imagine! We chose this theme because that’s what it takes to thrive, compete and grow today and into the future. We have created an agenda and environment to catalyze forward-thinking imagination and discussion about new technologies, consumer perceptions, expectation and needs; plus new ways to manage in a world that seems to accelerat.....
Where Business Connections Are Made and Deals Get Done! 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 who have attended for several years know ICMG is the place where connections are made and deals get done. It is truly the ultimate networking conference....
March 5-8, 2024 The Diplomat Beach Resort in Hollywood, FL BISA is excited to host its 2024 annual convention at The Diplomat Beach Resort in Hollywood, FL from March 5-8, 2024. Please continue to check this page in the coming months for additional information about the BISA 2024 Annual Convention including the schedule and speakers. Registration and the hotel room block will open in early November. The annual convention strives to foster innovation for future.....
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. Sponsorship Opportunities are available now - If you are interested in learning more email GenevaBarber@acli.com...
Who Attends Life insurance and annuity 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 .....
March 17-19, 2024 Music City Center 201 Rep. John Lewis Way South Nashville, Tennessee The Annual Meeting of the Minds for Medicare Advantage Enthusiasts 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. We welcome thousands of Medicare Advantage enthusiasts from health plans, health care providers, and health care tec.....
May 15-17, 2024 Omni Orlando Resort at ChampionsGate Orlando, FL If you’re in the Insurance, Financial Services, or Wealth Management industries, you don’t want to miss out on attending Connections 2024! 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,.....
Welcome to the Insured Retirement Institute (IRI) 2024 Annual Conference. Join us for three days of education, networking, and innovation as we explore the latest industry developments and insights. Connect with industry experts, thought leaders, and peers to discuss the most important topics facing the insured retirement industry today. This conference is designed to inspire and inform professionals from all aspects of the insured retirement industry. Attend sessions on technology, compli.....
✓ Efficient marketplace for decision makers to connect and align around common goals. ✓ Over 3,000 facilitated, double opt-in, 1:1 meetings. ✓ VIP CHIME Experience, featuring custom content & programming and exclusive CHIME-only networking and social activities. ✓ Topical sessions that go beyond the surface, led by industry leaders with tangible and actionable takeaways. ✓ Interactive show floor where sponsors and senior executives can engage in.....
Medicarians is the home of the product creators, care providers, distributors, venture investors, and startups helping the people live longer, better lives both physically, financially, and mentally. Medicarians Vegas 2024 will be the only place to network and learn from 2,500+ across the senior health, wealth, and agetech ecosystem....
Let’s shape the future. It takes all of us. Health professionals from around the globe are coming together to harness a new era of information and technology. Here’s Where Tomorrow Starts Building the Future of Health IT Forge connections with a vibrant community of healthcare experts from across the digital health ecosystem. Immerse yourself in captivating sessions led by sought-after speakers and earn your CE. ...
Conference registration opens in February, 2024. In the meantime, book your hotel reservation today! The full conference schedule will be released in early 2024....
Boost innovation. Increase efficiency. Drive growth. From building a future-proof tech strategy to solving data accessibility, DIGIN is the exclusive destination for cutting-edge insights that can transform your firm in a new age of insurance. Don’t miss the chance to make meaningful connections with insurance leaders and explore new opportunities that go beyond the curated agenda. ...
USA'S LEADING INSURTECH CONFERENCE Unlock 30% off tickets to the most anticipated insurtech event of the year @Insurtech Insights USA 2024! Join us on June 5th and 6th at the prestigious Javits Center, New York, and revolutionize the way you think about insurance technology. Use our special discount code ITECHEXP30 before May 30th to claim your discount. Don't miss out on this incredible opportunity! ...
Experience what’s next in health care at AHIP 2024 (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. ...
The biggest Salesforce event of the year, and certainly not one to miss. You can catch it in San Francisco, US, or online on Salesforce+. Salesforce’s main conference takes place annually, attracting thousands of attendees and taking place over multiple days – it qualifies as one of the largest tech conferences globally. Salesforce pretty much shuts down the city of San Francisco for a week whilst attendees flood the city to learn and network....
ACLI’s premier meeting brings together senior executives from life insurance and financial services companies to examine today’s business and political issues. The program features general sessions with well-known speakers and more than 20 breakout sessions addressing legal, investment/financial, reinsurance, compliance, retirement security, advocacy, and legislative and regulatory issues. Program sessions are eligible for CLE and CPE credits. Please check back in 2024 for informati.....
The world’s largest gathering of insurance innovation, ITC Vegas combines unbeatable networking with what’s new and next, ensuring your time will be spent meeting more people, sourcing more solutions, and creating valuable partnerships. Discover solutions to your biggest challenges, gain access to unique and meaningful education, and meet the insurance industry’s best and brightest. Join the insurance event that doesn’t just bring the insurtech industry together – it moves the e.....
The first State of NAIFA webinar for 2024 will include an overview of our work as an association in 2023 and highlight what's to come for 2024. NAIFA leaders will provide an update on where NAIFA is as an association and highlight our advocacy work this year. 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 also open to prospective members.....
Feb 26 – 28, 2024 Omni Amelia Island Resort Fernandina Beach, FL Who Attends Life insurance and annuity 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 — agenc.....
May 13 - 16, 2024 The Diplomat Beach Resort Hollywood, Florida In the rapidly growing RIA market, there's an incredible need to bring key players together, provide expert guidance on enabling their next wave of growth, and help advisors meet the demands of today's clients, who want more sophisticated wealth management and financial planning services, as well as a higher-touch, higher-quality experience overall. Wealth Management EDGE is the solution: Exclusive content, ex.....
4/15/2024 - 4/17/2024 San Antonio Marriott Rivercenter on the River Walk, San Antonio, TX The cross-functional nature of the event provides the opportunity to learn from and interact with those in other disciplines as well as your own. The Life Insurance & Annuity Conference will cover the important issues and identify strategies that will shape the industry's future. No other conference can offer you the depth and breadth of information that you'll find here. .....
May 20-21, 2024 J.W. Marriott in Washington, D.C. 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 deve.....
Amsterdam is just a mere four-hour train ride or less from the largest European insurance markets: Germany, the UK and France. It’s the perfect destination for those who seek two days of immersive inspiration while being conscious about their ecological footprint. The venue is only 20 minutes from Schiphol airport, the 5th largest hub in the world with direct connections with 332 destinations in 97 countries, securing a large European, even worldwide crowd as well. It’s a re.....
02:00 PM - 03:00 PM EDT 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....
02:00 PM - 03:00 PM EDT 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....
02:00 PM - 03:00 PM EDT This webinar will discuss how our Instant Issue Term products 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 the product portfolio....
02:00 PM - 03:00 PM EDT 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. ...
Date – May 15-16 2024 Location – Marriott Marquis Chicago, USA Description - The chance to redefine an industry doesn't come around often. But for insurance, we're in that moment, right now. With 2024 promising significant political upheaval and unpredictable losses, the rise of Generative AI, customer-centric mindsets, and innovative product design offer a new world of opportunity. The future of the insurance industry depends on collaboration that transcends business functions,.....
9/15/2024 - 9/17/2024 Gaylord Opryland Resort & Convention Center, Nashville, TN Overview Who Attends The LIMRA Annual Conference is one of the largest gatherings of 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 executives. .....
Recent research shows the phone channel plays a critical role in insurers’ outbound communication strategies. Register for our upcoming TransUnion Live to gain exclusive insights for improving answer rates. Speakers: Michelle Jackson Jonjie Sena Andrew Goss #Insurance #InsuranceCallCenter #InsuranceStrategy...
As the most important touchpoint in the customer lifecycle, claims organizations need to prioritize developing these qualities and be on the front foot to deliver the reputation and retention rates that underpin insurance claims success. With inflation and supply chain impacts, nuclear verdicts, changing customer expectations and an evolving ecosystem to navigate, there is unprecedented urgency to be agile and recalibrate focus to achieve claims excellence. Join 700+ senior claims lead.....
HLTH will be back in Las Vegas in 2024 and returning to the Venetian Expo. Registration coming soon! ...
If you're interested in attending Apex 2024 and want to stay informed as to keynote announcements and when registration will open, sign up to stay updated with the latest Apex announcements....
NAILBA 43 leads the way... for connecting with independent brokerage, advisors, senior carrier representatives and various other brokerage leaders. It’s a multifaceted marketing and networking experience complete with professional development, a cutting edge exhibit hall, the famous NAILBA Rockstar and Casino Night events, and opportunities to give back via NAILBA Charitable Foundation’s live auction and golf tournament. ...
[caption id="attachment_7011" align="alignnone" width="1283"] The National Leadership Conference is NAIFA's annual business meeting, volunteer leadership training conference, and membership awards event to recognize the best of the best within NAIFA Nation.[/caption]...
Save the date for our 20th IDIS Annual Conference, which will take place in Nashville, TN on October 7-9, 2024! Thank you to the 145+ members and colleagues who attended our 2023 Annual Conference in Portland. Our Conference Committee is gearing up to plan next year's event and we want you to join us! 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 .....
Get ready for a transformative experience! Civitas Networks for Health is thrilled to reveal the location and date for our highly-anticipated 2024 Annual Conference. Join us from Tuesday, October 15 to Thursday, October 17 at the exquisite Detroit Renaissance Marriott Hotel and Convention Center, where innovation and collaboration will be at the forefront of healthcare discussions. For further details, registration, and inquiries, please reach out to us at contact.....
At the Verisk Insurance Conference, you’ll discover new ways to thrive in the ever-changing world of insurance. Learn how to leverage the power of actionable data and analytics to increase resiliency across the ecosystem and reimagine the future of insurance. The conference brings together professionals from across underwriting, catastrophe modeling, life insurance, marketing, reinsurance, and claims. Register now and get ready to experience the possible at the Verisk Insurance Conference .....
Join this year’s expert speakers in order to find out what challenges your peers are facing and how they are solving them. In this webinar, we’ll review the survey data from our 2023 Accelerate webinars and share insights from a wide range of industry experts—including analysts, association leaders and insurance execs. In particular, we’ll examine what execs told us about their priorities for the coming 12-24 months and consolidate those learnings into actionable insights you c.....
Be the Leader You Were Meant to Be. John Maxwell is a #1 New York Times bestselling author, speaker, coach, and leader who continues to influence individuals and organizations worldwide—from Fortune 500 CEOs and national leaders to entrepreneurs and the leaders of tomorrow. John is excited to share his secrets with attendees on the Main Stage. Are you ready to become the leader you were born to be?? ...
This class will compare Accelerated Benefit Long Term Care (ABLTC), Long Term Care (LTC), and Traditional LTC policies. Understanding the differences, nuances, and suitability of each type of policy is essential to guide your clients effectively through their LTC planning....
Agenda: The difference between “scaling” and “growing” your insurance business The key challenges associated with healthy scaling, and how can technology be leveraged to solve these challenges What are some of the opportunities & challenges that Actionable insights and tips to your business’ operating and administrative costs How technology can empower your employees and elevate the employee experience ...
As the U.S. faces an aging population, many states are considering state-mandated long-term care (LTC) plans, with Washington being the first to implement one. In this webinar, the discussion will cover the current opportunity for LTC insurance planning, exploring costs, insurance options, and states' planning processes. Attendees will learn about Washington’s LTC plan, understand how current LTC insurance options function, and how they can integrate into retirement plans. There are CE credits.....
Now access industry-leading IUL and annuity products from F&G through Marketplace by Plum Life. In this engaging webinar we’ll review F&G’s product lineup, discuss how to position and sell, and give you tips to uncover new sales opportunities for you and your business. ...
Learn how to more effectively field underwrite your cases, increase your approval rate and get your policies placed! In addition, we will walk you through the tools in the Plum Life portal that help you identify your ideal market for each product. You won't want to miss this one. ...
In this webinar, we’ll highlight some of the key reasons why you should be considering Annuities for your business and set you up for success. We will walk through our Annuity product line-up focusing on the benefits, features, and ease of selling through Plum Life. ...
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. ...
By attending, you can learn about Mutual of Omaha and its Express Issue products including Term, IUL, and Living Promise. We'll cover how to effectively sell and position their products with your clients and get all your questions answered so you can start selling. ...
En este importante y oportuno programa, Martin Shenkman, una autoridad respetada en planificación patrimonial y finanzas personales, presentará sus conocimientos sobre los desarrollos recientes en planificación patrimonial para 2024. Esta sesión beneficiará a planificadores patrimoniales, abogados, funcionarios fiduciarios, contadores y compañías de seguros. asesores y profesionales de la gestión patrimonial. Espere salir de este importante programa con ideas y consejos de plan.....
Time: 12 pm to 1 pm E.T. Life Settlements are back! The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us for this important webinar where the experts from Coventry will show you the newest trends in life settlements and how they can help your clients. Attendees will learn: How firms working with life settlement companies are creating value for clients within the financial planning process wh.....
NAFA, in partnership with its 2024 Chairman of the Board of Directors, Kevin Mechtley, invites you to join us for our 16th annual Annuity Distribution Summit. Building on the momentum of last year’s incredible event, we’ll be identifying and addressing the challenges and opportunities of independent distribution at the essence of Texas escapism, The Las Colinas Resort. In addition to a diverse speaker lineup and exciting special guests, attendees can enjoy all that this master-planned master.....
The financial industry is waking up to the reality that clients are aging. Some are being thrust into caregiving roles, some are experiencing dementia, and many are leaving the workforce to care for aging loved ones. All of these issues impact AUM in a negative way. Advisors who understand, identify, and address these clients needs will differentiate themselves from those who ignore them. Attendees will learn: Aging issues facing your clients Questions to ask clients The value .....
In today's competitive landscape, insurers face the challenge of balancing cost-cutting measures with delivering exceptional customer experiences. Learn how to achieve both using cutting-edge AI in our upcoming webinar, "Experience the Difference: The Power of AI for Seamless CX”. On March 5 at 11am EST, we’ll be covering how to: • Harness the power of AI to reduce wait times and personalize journeys • Blend tech with human touch to keep empathy front and center of your CX strat.....
Date: March 20-21, 2024 Location: InterContinental London – The O2, London, United Kingdom. Insurtech Insights Europe is Europe’s largest insurtech conference, bringing together industry leaders, decision-makers, innovative startups, and experts from the insurance market. Here are some key details about this event: Objective: To connect participants, foster mutual business opportunities, and accelerate growth within the insurtech ecosystem. Attende.....
Time: 12:00 pm to 12:30 pm eastern The second State of NAIFA webinar for 2024 will include NAIFA leaders providing 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 event is for members and industry media but is also open to prospective members and partners alike....
We will be joined by Sophie Norman, Senior Director, Assurity Ventures, and Christy Magorian, Regional Wholesaler to give an overview of the Assurity product line-up including a focus on their term product with Living Benefits. This will be a great opportunity to learn more about Assurity's products and how they might be a fit for your clients, as well as sales ideas and how they differentiate themselves....
By attending, you can learn about Mutual of Omaha and its Express Issue products including Term, IUL, and Living Promise. We'll cover how to effectively sell and position their products with your clients and get all your questions answered so you can start selling....
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. We also share some retention best practices to ensure your clients keep their policies in place....
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....
Powering insights and intelligent operations: A virtual AI event exploring how enterprises can make a real impact using data and AI to reinvent business models and unlock growth. Learn how to bridge the gap between strategy and operations to make AI real for your business through practical applications and use cases. Hear from industry leaders on the future of operations and how they are scaling the use of enterprise data. See how organizations have found success when embedding AI across .....
Discover why customers choose Internet eXpress and explore real case studies from our Help Desk. Suzy will also share insights into potential challenges, causes, and resolutions to improve usability in the field. Bring your questions and we'll answer them at the end....
The foundation of a solid financial plan during income earning years needs to be supported by a disability income plan and life insurance. We’ll examine easy and proven educational tools that assist you in having the income protection conversation. You will learn: Techniques to discuss income protection The business owners’ needs New tools that help advisors present the need and place this important coverage ...
Join Covr Financial Technologies upcoming webinar on April 24, 2024, at 4:15 pm EST to learn how life insurance can unlock new possibilities for your clients' retirement planning. Discover the advantages and options that can enhance their financial future. Life insurance can be a valuable asset in retirement planning, and this is an opportunity you don't want to miss! Register now to secure your spot: https://hubs.li/Q02ssWpP0. Don't wait, sign up today!...
The foundation of a solid financial plan during income earning years needs to be supported by a disability income plan and life insurance. We’ll examine easy and proven educational tools that assist you in having the income protection conversation. You will learn: Techniques to discuss income protection The business owners’ needs New tools that help advisors present the need and place this important coverage ...
Time: 12:00 pm - 1:00 pm eastern This webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized, and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets, including investments, real estate, retirement accounts, insurance, and other assets. We will discuss how to align fin.....
Life insurance is a mainstay in planning. As circumstances change, advisors and their charitable clients can appropriately value and potentially monetize policies for more than their cash surrender value. The valuation of existing policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs. Topics to be addressed are: • Life Settlement Market Update • Life Insurance as an Asset • Life Insurance Valu.....