Webinars for Independent Distribution Professionals

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!

Live broadcasts are open to NAILBA Member Agencies, Allied Members and Partners. Recordings of webinars are reserved for current NAILBA membership. 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 (on-demand) for all agency staff.


Equisoft: A 360° View Of Agency Automation – Unveiling Bottlenecks & Solutions​
Date: September 22, 2021
Time: 11am, EDT

Equisoft, Novarica, NAILBA & CAILBA leaders reveal the results of new research into the top reasons why policy approval timelines are too long—and what actions distributors can take to help expedite the process.


Five-Part Webinar Series: Lead Self, Lead Team, Lead Organization, Lead Change, Lead Now.
Hosted by Dan Cockerell, Fmr. Walt Disney World Executive
Cost: NAILBA Member Benefit Webinar - Free for NAILBA Member Agencies & (current) Allied Members

  • Webinar #1 Lead Self: Ignite Your Emotional Intelligence (On Demand - Members Only). Gain a better understanding of your strengths and weaknesses, develop self-awareness and learn how to control your emotions in order to improve interactions with your team.
  • Webinar #2  Lead Team: Setting Expectations (On Demand - Members Only)Expectations and accountability, define clear operating practices and keep your team accountable with tried and tested best practices.
  • Webinar #3 Lead Organization: Culture by Design (On Demand - Members Only) Culture by design, the Disney way: There is a method to the magic. Learn how to promote the right behaviors that create great culture for your organization.
  • Webinar #4 Lead Organization: Quality Standards, Creating Alignment and Empowerment in your Organization (On Demand - Members Only). Great organizations create clarity for their employees. By doing this employees are more empowered to make decisions on their own. Dan will share how Disney creates this clarity for 74,000 of their employees at Walt Disney World. 

  • Webinar #5  The Power of Feedback, Reward and Recognition: Providing feedback is critical to any leaders job, and reward/recognition is just as important to reinforce the right behaviors. Dan will talk about both as well as tactics and approaches to provide them effectively.

LexisNexis Risk Solutions: Get the Full Picture: Combining Behavior and Medical Data Insights
Revolutionary NEW way to communicate with existing agents and recruit NEW agents.

  • The next innovation in life mortality models.
  • Opportunities to streamline the underwriting process.
  • How to better segment risk and have confidence in expanding age and face amounts to more consumers.

Patrick Sugent, Vice President of Data Science, LexisNexis Risk Solutions
Brian J. Lanzrath, Director of Analytics, ExamOne

Simplicity Life: The Future is HERE!
Tom Tous EVP of the Elite Producer Group and Nathan Jacobson EVP at Simplicity Life will join NAILBA President Dan LaBert to discuss virtual and digital advances revolutionizing the life insurance industry.  The future is here, F&G and Zurich join the panel highlighting next generation life insurance products only months away.

Nathan Jacobson, EVP, Simplicity Life
Tom Tous, EVP, Elite Producer Group, Simplicity Life
Farah Rehman, SVP, Zurich Affluent Markets Group
Steve Sanders, SVP, Life Distribution, F&G Life and Annuities


Past Webinars Available to NAILBA Member Agencies & Allied Members

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

  • The Three Pillars of Selling Life Insurance
    Speaker: Tom Hegna, CLU, ChFC, CASL

  • The Psychomics of Retirement
    Speaker: Tom Hegna, CLU, ChFC, CASL

  • The Million-Dollar Problem of Long Term Care
    Speaker: Tom Hegna, CLU, ChFC, CASL

  • Avoiding Workplace Lawsuits in the COVID-19 Environment
    Speaker: Edward J. Easterly, Esq., Hoffman, Hlavac & Easterly

  • CARES Act Provisions to Financially Support Your Agency (Navigating SBA Grants, Loans and the Payroll Protection Program) + What is the Current State of the Independent Distribution Industry?
    Speakers: Edward J. Easterly, Esq., Hoffman, Hlavac & Easterly & Seixas Chad Milner III, Chairman, NAILBA

  • Coronavirus - Employment Law Updates Employers Need to Know
    Speaker: Edward J. Easterly, Esq., Hoffman, Hlavac & Easterly

  • You & #MeToo, Best Practices for Agency Management on Preventing Claims & Avoiding Legal Liability
    Speaker: Edward J. Easterly, Esq., Hoffman, Hlavac & Easterly
  • 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.