GUARANTEED ROI: 2022 Membership in NAILBA

Independent distribution is constantly evolving — advances in technology, DI, LTC, Annuities, modifications in underwriting, and the need for life insurance after COVID — every day there is something new. Know that NAILBA is here to support you and your agency with the challenges that happen today and in the future. RENEW or JOIN today and take advantage of NAILBA’s exclusive member benefits - that will continue to help you grow and stay connected in the new year!

NEW MEMBER EXCLUSIVE: The 2022 Brokerage Desk Resource Manual

The NAILBA Brokerage Desk Reference is a comprehensive reference tool that outlines all of the basics of the independent brokerage industry, explaining industry terms and concepts in plain English. From a deep dive on life insurance overview to application process, underwriting, reinsurance to regulatory and best interest updates, this educational resource is a must have and review by each and every employee of a Brokerage General Agency. This manual is one of several resources available to member agencies through NAILBA University.

INCREASE PLACEMENT: The NAILBA Case Manager Certification Program

NAILBA members will receive a significant discount for The NAILBA Case Manager Certification Program. Launched in 2021, the online course helps train and develop new case managers on the life insurance case management process while certifying existing case managers on the key skills, responsibilities, and best practices that are essential for their role. The program, which has been designed with a life insurance focus, is comprised of eight online learning modules with mastery quizzes for each module. Learn more HERE.

INFORCE MANAGEMENT: NAILBA Connect FREE for Twelve (12) Months

In 2020, NAILBA partnered with Insured Connect to offer member agencies a multi-carrier, in force data & policy service platform to help you grow your business. NAILBA members receive FREE access for 12 months! Your NAILBA Connect subscription will provide you with access to in force data from multiple Carriers and the ability to view your current Book of Business. Learn more HERE.


DISCOUNTED E&O INSURANCE: Coverage savings can pay for most, if not all, of NAILBA Membership!

On average, NAILBA Members can save up to 15% off their E & O Insurance. This exclusive program is a competitively priced, comprehensive E & O program specifically tailored to you, the life insurance agent. No longer do you need to subject yourself to the confines of group sponsored E & O programs. See the BGA Promo flyer HERE, Independent Agent flyer HERE.

400,000+ LIFE & HEALTH ADVISORS: Yes, the NAILBA digital footprint is simply unrivaled

NAILBA’s dedicated advisor email, The Independent, is sent monthly and now reaches 400,000+ independent life and health advisors. This fully audited list is your way to position you, your team, your agency as an industry thought leader by participating as a guest writer, interviewee or advertiser via NAILBA digital vehicles. Connect with us for more information about this members only opportunities!

STAY ENGAGED: The NAILBA Summer Symposium

The NAILBA 2022 Summer Symposium is a complimentary two-day, online educational conference focused on sales, innovation and industry updates throughout independent distribution. The virtual event is geared toward all Brokerage General Agency personnel, Carrier Executives, Sales Teams, and Product and Service providers looking for new insights into ways to increase profitability by adjusting to current environment. Yes, each BGA is encouraged to invite their downline to participate. Let your agency be the reason for advancing advisor professional development.

STAY CONNECTED: Brokerage in Motion – NAILBA’s Monthly Insurbrief

There’s never been a virtual production like this in the industry! Launched in early 2021, Brokerage in Motion, a 15-minute industry news video production, has kept many financial service professionals informed and connected. In 2022, we’ll continue to keep you updated on the latest headlines, give you exclusive access to key voices, and tell the impactful stories of people being helped by our profession. Watch the latest episode HERE.

STAY INFORMED: Access Award-Winning Publications

Receive industry-leading publications including NAILBA’s award-winning Perspectives magazine or NAILBA’s annual resource ID Trends. Browse through industry insights, education, and resources for your business today! Read the latest issues HERE.


Revered as the most valuable annual event for all of independent distribution, The NAILBA Annual Meeting is being planned as a multifaceted networking experience with projected 800+ attendees in-person, as well as 1,900+ attending the virtual events. Celebrating NAILBA’s 41st year, the November 14 – 16 meeting will be set inside the Gaylord Texan Resort & Convention Center, Dallas. Membership in NAILBA INCLUDES Annual Meeting registration. Learn more HERE.



 We would be happy to have you as a member in 2022 and appreciate your continued support of wholesale brokerage. Please do not hesitate to contact Joangel Concepcion, Senior Director of Membership and Digital Content at 703.884.1525 with any questions.