Webinars

NAILBA is proud to offer professional development webinars for member agencies (all staff) in a Live Recording format (PPT presentations with speaker audio), suitable for listening in your office, on your tablet, or even on your phone! These live recordings capture the entire workshop, presented by the expert speaker on-site, with an audience of your brokerage industry colleagues participating. Now you can listen to these timely and informative sessions on-demand, when you want them, where you want them!

Log into NAILBA.org and visit the Member Resources Page. Please note, there is no cost for registration as these webinars are a Member Benefit for all agency staff.

Upcoming 2020 Webinars 

Turnkey Revenue Solution for Life Insurance Distributors (February 12, 2020 @ 2:00 pm, EST.)
Presenters: 
Proformex – Mike Pepe, Founder & President
Magna Life Settlements – Jim Purdy, Director of Origination
Employee Pooling – Tom Gray, Founder
NAILBA – Dan LaBert, CEO (moderator)

REGISTER HERE.

In this webinar, Proformex Founder Mike Pepe, Magna Director of Origination Jim Purdy, and Employee Pooling Founder & CEO Tom Gray discuss how leveraging technology and outsourcing policy admin work will help you drive new revenue for your practice. Whether you are an independent agent, producer or advisor, the ability to automate ongoing policy performance monitoring will reduce risk, save time and provide opportunities for growth. Join us as we discuss current technology trends within the industry and how you can improve your client’s experience by implementing the right solutions.

The Secondary Market for Life Insurance: The Market Today (March 19, 2020)
Presenter: Coventry

The secondary market for life insurance has transformed the wealth management industry, providing advisors with new tools for managing clients’ assets. This course provides advisors with an introduction to the market, its transactions and how to capitalize on new opportunities to create greater value for clients and to grow their business. 

This course covers market fundamentals from the origins of the market to how it is currently changing the business of wealth management. Specific topics include: policy valuation, life settlement transactions, identifying appropriate candidates, fiduciary responsibility and due diligence. The course also outlines proven strategies for incorporating secondary market opportunities into existing advisor practices. Throughout, several real-world case examples will illustrate the concepts presented.

Past Webinars Available to Members

Log into NAILBA.org and visit the Member Resources Page for additional descriptions.

  • You & #MeToo, Best Practices for Agency Management on Preventing Claims & Avoiding Legal Liability
    Speaker: Edward Easterly, Esq.
  • Life Settlements: A $100 Billion Opportunity
    Speaker: Magna Life Settlements’ Director of Origination, Jim Purdy

  • The Qualified Business Income Deduction Webinar
    Speaker: Milan Slack, Esq.

  • Adapt or Die: Surviving in a Post DOL Environment
    Speaker: Joe Jordan

  • Filling the Life Insurance Coverage Gap by Changing the Underwriting Paradigm
    Speakers:
    Sharon Jenkins - Legal & General America
    Neal Halder - Principal Financial Group
    Helena M. Roberts - Lincoln Financial Group
    Moderator: Gonzalo Garcia - AgencyOne

  • The Future of Work, Skills and Leadership in a Digital World
    Speaker: Dr. Tracey Wilen - Thought leadership

  • How to Reach Today’s Agent: Marketing Tech
    Speaker: Justin Blasé - Insurance Forums

  • How to Motivate, Reward and Retain Producers, including Millennials
    Speaker: Michelle DeClerk, CMP - Conference Event Management

  • Demonstrate Leadership with Strategic, Effective Succession Planning
    Speaker: Melinda Meyer - Aspen Strategies, Inc.