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The last two summers, NAILBA has offered a complimentary symposium online. Fresh topics and non-commercialized content have made the panel discussions, 1:1 video interviews, and interactive booths very popular with NAILBA’s audience of 400,000 BGA/IMO/FMO and independent producers.

We are hoping to make an even bigger splash this year with two consecutive half-day virtual events (August 2-3, 2022) designed to enhance the advisor, agency, and carrier experience. Surf’s Up!

Tuesday | August 2, 2022 11:00AM, EST.
Topics Impacting the BGAs and Industry Partners

  • Changing dynamics of the Broker-Dealer relationship
  • Phase 2 of technology and improving the customer experience

11:00AM, EST.
Keynote Speaker: Lisa Ling, Journalist, Best-Selling Author

Breaking Misconceptions to Build Client Trust - presented by Legal & General America

Most Americans are under or uninsured when it comes to life insurance. It’s hard to talk about what would happen, if the unthinkable happened. How can we, as the life insurance industry, work to make life insurance more approachable and viewed as a security, not a luxury. Lisa Ling, Executive Producer and host of This is Life on CNN, joins Jennifer Torneden, Legal & General America SVP, Distribution, Marketing & Strategic Growth and Dan LaBert, NAILBA CEO, for discussion on how to build trust with their customers and employees while working to reach underserved markets. Learn more HERE.

11:45AM, EST.
Panel Discussion: The Dynamics of a Broker-Dealer Relationship

Presented by The Leaders Group

The panel discussion will examine the dynamics of writing VUL and working with broker-dealers, from the perspective of the BGA and the retail agent. 


Charles Arnold,
The Leaders Group, Inc / TLG Advisors, Inc.



Chuck E. Anderson
National Sales Director
Diversified Brokerage Services, Inc.



Chet Beene
Registered Financial Advisor
Beene Wealth Management Group


Matt Redick
Vice President, Business Development

12:15PM, EST.
Presentation: Build a Term Life Workflow to Boost ROI, Delight Clients, and Make Case Managers’ Lives Easier

Presented by Michael Stapleton
General Manager
Policygenius Pro

Getting term life coverage is frustrating for clients and a logistical nightmare for advisors–so much so that many BGAs and case managers avoid placing term life altogether or do so only out of necessity. But it doesn’t have to be that way. Recent insurtech and carrier innovations have made it possible to streamline and automate many of the thorniest, most time-consuming parts of the process. The result: term life insurance becomes a profit engine, not a cost center. Join this event to learn how you can supercharge term life production by simultaneously minimizing the time it takes to place coverage while improving the client experience.

1:00PM, EST.
Solution Spotlight: The Future of Technology and Innovation

Presented by Kevin Pohmer
EVP, Strategy & Product
Insurance Technologies


Wednesday | August 3, 2022 11:00AM, EST.
Supporting BGA and Advisor Success 

  • Leveraging data to fill the sales funnel
  • Carrier updates and future product expectations

11AM, EST.
Keynote Speaker: Rear Admiral Paul Becker, USN (Retired)
Cybersecurity - presented by Ethos Life

Paul Becker served 30 years as a Naval Intelligence Officer in peace, crisis and combat. His assignments include Director of Intelligence (J2) for the Joint Chiefs of Staff, the Pacific Command in Hawaii, the International Security Assistance Force Joint Command in Afghanistan, U.S. Naval Forces Middle East in Bahrain, command of Central Command’s Joint Intelligence Center and Asst Naval Attaché to France. In 2016-17 he led the Presidential Transition’s Intelligence Community Landing team which provided policy input and strategic guidance to new Administration cabinet secretaries.

Paul’s remarkably upbeat story of turning tragedy into triumph following near-fatal Stage IV Bone Marrow Cancer is amazing. The overwhelmingly positive feedback from medical professionals and patients underscores that “Teamwork, Tone, Tenacity”™ is an invaluable framework for improving quality of care and helping to overcome extreme adversity.

11:45AM, EST.
Panel Discussion: Leveraging Data to Fill the Sales Funnel

Presented by AccuPoint Solutions

Data is being positioned as THE answer to growing a book of business. But what does this really mean? And is it easier said than done? This panel of marketplace professionals will discuss the how's and why's of utilizing data to fill the sales funnel.


Gary Weber
AccuPoint Solutions




Nathan Jacobson
Executive Vice President
Simplicity Group

Lisa Todd
Head of Life & Disability Insurance Distribution
MassMutual Strategic Distributors

Marc R. Verbos
Executive Vice President



12:15PM, EST.
Presentation: Your Consumer is Interested, Now What? How to Optimize the Point of Contact and Application

Presented by Scott Rhinehart
Senior Market Manager for Life Insurance Solutions
LexisNexis Risk Solutions

The cornerstone of life insurance underwriting is the application. Regardless of the distribution channel, the life insurance application represents the life that the policy is designed to protect. But all too often the application is plagued with missing or inaccurate information, careless mistakes and other problems that could potentially prevent or discourage the applicant from getting a life insurance policy. Application errors and omissions increase the expense and processing time to issue a policy and create a frustrating and poor customer experience. How can you be assured that you have everything you need to know, and that the information provided is accurate? How can the customer and agent experience be improved, benefiting all parties?

Attend this session to:
• Gain a better understanding of how the consumer experience in completing the life insurance application can be improved
• Understand how data and analytics can help you capture a more complete picture of the applicant risk early in the application workflow.

12:45PM, EST.
Keynote Speaker: Dr. Jarrod Spencer, Psy.D.
Mind of the Leader: Clearer Mind, Better Performance

Dr. Jarrod Spencer is passionate about improving the emotional health of athletes and business leaders. He is a licensed clinical psychologist in NY, NJ, PA, MD, VA & MI. His signature message is “Clearer mind, better performance.” He helps people to both clear out their precocious mind and build up their skills in their mental toolbox. By doing so, his clients are able to become unstuck, become the emotionally healthiest version of themselves and thrive in their particular endeavors of life.

1:30PM, EST.
Carrier Product Updates

Lincoln Financial

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