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!

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.

2020 Webinars Schedule

NAILBA hosts Tom Hegna presenting "The Three Pillars of Selling Life Insurance"
Date & Time: Thursday, April 9, 2020, 12:00 PM to 1:00 PM EASTERN
Presenter: Tom Hegna, CLU, ChFC, CASL
Cost: NAILBA Member Benefit Webinar - Free for NAILBA Member Agencies & (current) Allied Members
Register: HERE

In this session Tom shares Powerful Concepts on the subject of Life Insurance. He goes into the different types of Life Insurance and how to use them effectively. He shares simple sales ideas that can be put into action later that same day. He gives you techniques to handle the toughest objections and shows the questions you should be asking your clients. He explains why almost every American is underinsured for Life Insurance and the words and language that work to explain this. This is a session you don’t want to miss!

2020 Five-Part Webinar Series: Lead Self, Lead Team, Lead Organization
Hosted by Dan Cockerell, Fmr. Walt Disney World Executive
Cost: NAILBA Member Benefit Webinar - Free for NAILBA Member Agencies & (current) Allied Members

Dan Cockerell is a former Disney executive who now shares his insights in order to aid others in improving performance. Cockerell’s first experience working for Disney was as a participant in the Walt Disney World College Program in Orlando in the summer of 1989, when he worked as a front desk host at the Contemporary Resort. Upon graduation from Boston University in 1991, Dan Cockerell moved to Florida and participated in the Disneyland Paris Management Trainee Program. In January of 1992, three months before the opening of Disneyland Paris, he was transferred to France, where he remained for five years in various management roles. Cockerell has held various management and executive operations roles at the Walt Disney World Resort, both in the theme parks and resort hotels, and was the sixth executive to hold the position of Vice President, Magic Kingdom since the park opened in 1971. Dan Cockerell believes that building relationships is critical for leadership success, and his approachability in the workplace is a testament to his people-first philosophy. In addition to his operational responsibilities, Cockerell has been a keynote speaker for the world-renowned Disney Institute for 18 years. He has addressed open-enrollment participants as well as attendees in customized programs including the USAA Bank, General Motors, the U.S. Department of State, the U.S. Army, the Southern Methodist University Business School, Porsche A.G., and United Airlines. He served on the board of Junior Achievement of Central Florida from 2004-18, and was Chairman in 2010.

  • Webinar #1 - April 22, 2020 @ 12:30 PM - 1:15 PM EASTERN - Register HERE

(Lead Self) Ignite your emotional intelligence: 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 - May 27, 2020 @ 12:30 PM - 1:15 PM EASTERN - Register HERE (Coming Soon)

(Lead Team) Expectations and accountability: define clear operating practices and keep your team accountable with tried and tested best practices.

  • Webinar #3 - June 10, 2020 @ 12:30 PM - 1:15 PM EASTERN - Register HERE (Coming Soon)

(Lead Organization) 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 - To Be Determined @ 12:30 PM - 1:15 PM EASTERN - Register HERE (Coming Soon)
  • Webinar #5 - To Be Determined @ 12:30 PM - 1:15 PM EASTERN - Register HERE (Coming Soon)
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?

ON-DEMAND
Presenters: Edward J. Easterly, Esq., Hoffman, Hlavac & Easterly & Seixas "Chad" Milner III, Chairman, NAILBA
Register: Log into NAILBA.org and visit the Member Resources Page 
The CARES Act includes provisions to assist brokerage general agencies and other small businesses. Most, if not all brokerage general agencies may be eligible to participate in SBA loans to assist in meeting costs including employee salaries and general overhead. Some of these loans may be forgivable as part of the CARES Act economic support. The panelists will discuss eligibility, available programs and how to apply including available links and forms.
In addition to receiving insight on the CARES Act, attendees will hear from NAILBA Chairman, Chad Milner, on the current State of the Independent Distribution Industry.


Why You Should Attend:
 If you are eligible, you need to apply immediately before funds dry up. The applications for assistance are first come first served. Get in now and determine if your agency can benefit from the CARES Act provisions.

Coronavirus - Employment Law Updates Employers Need to Know
ON-DEMAND
Presenter: Edward J. Easterly, Esq., Partner, HOFFMAN HLAVAC & EASTERLY
Cost: NAILBA Member Benefit Webinar - Free for NAILBA Member Agencies & (current) Allied Members
Register: Log into NAILBA.org and visit the Member Resources Page 

In this time of rapid changes, employers have questions about the practical and legal considerations in responding to the Coronavirus. In response, NAILBA is presenting a one (1) hour seminar to discuss the labor and employment issues employers are faced with in this difficult time.

We will discuss what employers can, and are required to do, in response to the pandemic

  • Can you send employees home?
  • Can you require doctor’s notes?
  • What if an employee “tests positive” for the virus?
  • Can I take every employee’s temperature?

We will provide employers with answers on how to handle “shut down” orders or a slow-down in business, which include:

  • The difference between being “laid off” or “furloughed.”
  • Paying, or not paying, employees during the shut down or slow-down; 
  • Benefit and unemployment issues; 
We will also address the new laws being put into place which directly impact employers, including the Family First Corona Response Act, including:
  • How to handle the “paid leave?"
  • Does the Family and Medical Leave Act now apply to you?

How to handle employees who are working remotely?

  • Do you have policies and procedures?
  • How will you track hours?

Other best practices employers need to follow during this time and how to prepare for the future. The speaker will open up the last few minutes of the webinar to answer questions from participants.

The Secondary Market for Life Insurance: The Market Today
Date: Wednesday, April 29, 2020
Time: 1:30 PM - 2:30 PM Eastern
Presenter: Peter Hershon, CLU, ChFC, Senior Vice President, Account Services, Coventry
Cost: NAILBA Member Benefit Webinar - Free for NAILBA Member Agencies
Register HERE.

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.

Presenter Info: Peter Hershon is Senior Vice President, Account Services for Coventry. With more than 15 years of combined experience in life settlements and life insurance, Mr. Hershon heads up Coventry’s team of Regional Vice Presidents and manages Coventry’s national distribution. Mr. Hershon is a graduate of Lehigh University with a Bachelor of Science degree in Finance. He has his Chartered Financial Consultant® and Chartered Life Underwriter® designations, Series 7, and Series 63 licenses.

NAILBA hosts Tom Hegna presenting "The Psychomics of Retirement"
Date & Time: Thursday, May 7, 2020, 12:00 PM to 1:00 PM EASTERN
Presenter: Tom Hegna, CLU, ChFC, CASL
Cost: NAILBA Member Benefit Webinar - Free for NAILBA Member Agencies & (current) Allied Members
Register: HERE

Have you ever had an appointment where you made a great presentation, the numbers were fantastic, it would completely solve the client’s problem but they STILL didn’t buy? It’s because there was no EMOTIONAL connection. In this presentation, Tom looks at the Emotional side of Retirement Decision Making. For years he has focused on the math and science behind a successful retirement. Yet, despite having all of the facts, some people still don’t move forward. Tom will show you how people have been psychonomically programmed to fail at retirement. He will also give you powerful words and language to overcome this challenge. 

NAILBA hosts Tom Hegna presenting "The Million-Dollar Problem of Long Term Care"
Date & Time: Thursday, June 30, 2020, 12:00 PM to 1:00 PM EASTERN
Presenter: Tom Hegna, CLU, ChFC, CASL
Cost: NAILBA Member Benefit Webinar - Free for NAILBA Member Agencies  & (current) Allied Members
Register: HERE

In his book, “Paychecks and Playchecks” Tom calls Long Term Care the “million dollar problem” since, on average, that is what an unplanned long term care event will cost your clients. In seminars he asks “What is your plan?” See everyone has a plan. Even if you don’t think you do, the government has a plan. You are not going to like that one. Tom covers why this risk is so high and how you can use Long Term Care Insurance, Life Insurance and Annuities to help your clients solve this problem. This may be the most important session of all – don’t miss it!

Simplify Commission Accounting using Blockchain
Date & Time: Thursday, July 15, 2020, 12:30 PM to 1:30 PM EASTERN
Presenter: Ken Leibow, CEO, InsurTech Express
Cost: NAILBA Member Benefit Webinar - Free for NAILBA Member Agencies & (current) Allied Members
Register: HERE (Coming Soon)

Learn how you can reconcile your commissions without the pain of setting up and maintaining commission schedules. Clean commission Data from Carriers and track payments. Build trust between carriers and distributors leveraging Blockchain technology. Get a good understanding of the Basics of Blockchain.

Past Webinars Available to Members

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

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

  • 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.