National Association of Insurance and Financial Advisors

Upcoming Webinars


Advisor Solutions: Time's Ticking
Date: January 30 @ 4pm ET
Presenter: Coach Dan Finley

Most advisors spend their days being reactive. Whether you are a brand new advisor or you have been in the business for twenty-five years, you can easily become distracted. Remember, there are two things that you can never get back once you have lost them; your license and your time.

NAIFA Live: Own Your Own Story
Date: February 13 @ 2 pm ET
Presenter: Megan Easton

This session will focus on both developing your own personal story that positions you as a compelling resource, as well as learning how to flex to the moment to tell stories that will resonate with your prospects and clients. Learn from Megan Easton, an expert professional at brand storytelling. You will walk away with a clear view of who you are, your differentiating points and how you will publicly tell your story to grow your business.

February Big Ideas Webinar: Multiline Success
Date: February 26 @ 3 pm ET
Presenter: Scott Foster

If you missed Big Ideas speaker Scott Foster at this year's NAIFA P+P Conference, you have another opportunity to hear his presentation. In this webinar, Scott will cover how multi-line property and casualty sales lead to life and financial service sales. He will talk about how to use basic Risk Management tools to multi-line for life, health, and long-term care needs, and to insulate your business for retention. 

March Big Ideas Webinar: How to Build a Thriving Disability Practice
Date: March 25 @ 3 pm ET
Presenter: Jamie Fleischner 

In this webinar NAIFA P+P Big Ideas presenter Jamie Fleischner will talk about how to create a focus market and identify good prospects. She will cover how to create good sales habits as well as how to create systems to track new business, how to navigate disability insurance underwriting, how to maintain your book of business and, how to create sales from existing clients.

On-Demand Webinars:

Why You Want the LACP

If you missed this informative webinar, you can register to watch it on-demand. NAIFA members Larry Holzberg and Brian Haney covered what the LACP entails, how to get it and more importantly, how you can use it in your practice to further serve your clients and drive business.

Big Ideas Webinar Series
The Big Ideas Webinar Series is a special thought leadership series featuring NAIFA members using innovative techniques tools or approaches to advance their practice and better serve their clients. The webinars are held monthly. If you missed one, you can register to access the archives

Q3 State of NAIFA
Our Q3 State of NAIFA webinar was a success! In case you missed it, register to watch the webinar on-demand. Hear from NAIFA CEO Kevin Mayeux, NAIFA President Jill Judd, and NAIFA SVP of Government Relations, Diane Boyle, regarding the state of NAIFA for Quarter 3.

Missed a NAIFA Live broadcast? Catch up through the NAIFA Live On-Demand Archives.

"The New Economy Advisor" 
Bill Bishop, CEO, The BIG Ideas Company

In today’s fast-changing marketplace, you need to think differently about the future of your financial service business. You need to adopt the “new factory thinking” used by companies like Google, Amazon, and Apple. You need to create and package BIG Ideas, free subscriber packages, fee-based membership programs and integrated value hubs.

In this thought-provoking webinar, business coach Bill Bishop, CEO of The BIG Idea Company, and author of The New Economy Advisor, explains how to use this new way of thinking to differentiate yourself from the competition, attract more high-quality clients, and significantly increase your profit margins.  

Register for On-Demand