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!

2019 Featured Webinars Series

The first 3-part webinar series for 2019, focuses on retirement solutions customized for NAILBA Brokerage General Agencies with Tom Hegna, CLU, ChFC, CASL:

  • Paychecks and Playchecks (On-Demand via Member Resources Page) – Ask 50 different financial advisors their opinion on secure retirement planning and you’ll get 50 different opinions. Tom lays out the math and science behind a simple retirement solution that every advisor can use.
  • Don’t Worry, Retire Happy! (5/21/19 @ 10:00 AM EASTERN) - This powerful presentation, based on math and science, provides seven steps to retirement planning in uncertain times with a focus on longevity, Long Term Care, and helping your clients with the KEY to happiness in retirement.
  • Life & Annuity Objections and How to Handle Them (8/22/19 @ 12:30 PM EASTERN) – Learn ideal talking points for client communication and handling objections to annuities using math and science.

How To Register: 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.

2019 NAILBA Webinar Schedule

  • Attracting Top Talent and Managing Performance for your New Business Team (4/25/19 @ 1:00 PM EASTERN)
    During this webinar, representatives from Prudential and independent life brokerage agencies will discuss creating and maintaining a top performing new business team. Topics will include on-boarding best practices and the benefits of implementing a performance measurement program. 

  • ASNG "Leadership and Succession Considerations" Webinar  (5/29/19 @ 1:00 PM EASTERN)
    Presenter: Tiffany Markarian, Managing Director, Advantus Marketing

    With the advent of some managing partners considering retirement or taking on a future successor, the opportunity to take over and lead a brokerage general agency can be enticing. The concept can be promising, but the challenge that cannot be overlooked is the need for due diligence by both parties. This includes agreed upon timelines, alignment of core values and vision, definition of roles and responsibilities, succession agreements and continuation strategies. This webinar covers several factors that need to be considered to determine if a successor relationship may be viable for both parties.
  • Marketing for Everyone: Skills to Grow your Business (6/12/19 @ 2:00 PM EASTERN)
    Presenters: Chrisann Lambert, Senior Director of Marketing, AIG Life Independent Distribution, Nikki Ochab, Marketing Director, AIG Life Independent Distribution

    Learn to initiate purposeful marketing programs, leverage best practices and get introduced to a quick and simple marketing implementation tool.  Please join AIG while we share easy to execute time savers in this skills session for helping jump start your own marketing program.

  • Expedited Life Settlement Offers from Lighthouse Life  (10/23/2019 @ 12:30 PM EASTERN)
    Michael Coben, Chief Distribution and Business Development Officer 

    Life settlements help the financial lives of seniors by generating resources in retirement from the sale of life policies that they are likely to lapse or surrender – money that can fund retirement investments, and to pay for costs of living, healthcare and long-term care. During this webinar, you will learn how the Lighthouse Life Settlement Advisor Program allows BGAs to integrate life settlements into their own and their producers’ practices.  You will receive insight into how the program will help with the retention and growth of your clients by offering a fast and easy life policy appraisal and purchase program for qualified seniors’ with policies as low as $100,000.  

  • How to Protect Your Clients’ Best Interests While Increasing Your Revenue (10/30/2019 @ 1:00 PM EASTERN)
    Presenter: Mike Pepe, Proformex Founder and Jim Purdy,  Magna Director of Origination 

    In this webinar moderated by NAILBA CEO Dan LaBert, Proformex Founder Mike Pepe and Magna Director of Origination Jim Purdy will discuss how to ensure your clients' best interests remain intact as you expand your book of business. 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.

    You will learn how Proformex provides:

    • Complete Portfolio Visibility
    • Automated Illustration Ordering
    • Client Ready Policy Reviews
    • Scheduled Premium Reminders
    • Policy Monitoring Against Your Client’s Objectives
    • Drill Down Analytics

    Discover the Proformex Advantage and learn more about the exclusive opportunity only available to you through the NAILBA-Proformex partnership.

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
    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.