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DTSTART;TZID=America/New_York:20260824T130000
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SUMMARY:Experts in the Field: Demystifying Underwriting\, An Underwriter's Guide to Accelerating Your Q3 Sales with Kristin Cook
DESCRIPTION:Kristin Cook has spent 22 years at National Life\, starting her career as an underwriter before spending two years in the field as a Regional Vice President supporting affiliated advisors. That dual perspective is rare\, and it’s exactly what she’ll bring to this session: a real look at how underwriting decisions get made\, and how advisors can position their cases before submission to set them up for success. Kristin will also dig into how shifting household dynamics\, including the growing share of wallet driven by women\, are reshaping the sales conversation\, and what that means for advisors heading into the back half of the year. Walk away with concrete strategies you can put to work in your next conversation. \nRegister for this session!  \nSpeakers: \n\nKristin Cook | Senior Vice President\, Life Underwriting & Business Development at National Life Group \n 
URL:https://www.finseca.org/event/experts-in-the-field-with-kristin-cook/
CATEGORIES:Women at The Top
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DTSTART;TZID=America/New_York:20260826T130000
DTEND;TZID=America/New_York:20260826T134500
DTSTAMP:20260727T175800Z
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SUMMARY:Influencer Only Call: Succession Planning: Preserving Your Legacy and Protecting Your Clients with TV Kumaresh
DESCRIPTION:The advisor profession faces a well-documented challenge: an aging advisor population and a growing need for effective succession planning. Yet the real issue is not a lack of options. The hardest part of succession is choosing among several viable paths. \nShould the business stay in the family? Should ownership be transferred to key employees and how? Is a merger or acquisition the better answer? How should founders balance enterprise value\, client continuity\, employee opportunity\, family interests\, and personal legacy? And when is the right time to transition? \nThe challenge is not finding an answer. The challenge is navigating the tradeoffs between multiple viable answers. Also\, succession is not a single decision\, it is a series of interconnected decisions\, each carrying financial\, legal\, operational\, and personal implications. \nJoin TV Kumaresh\, Chief Strategy Officer at M Financial\, for a practical discussion on the key decisions business owners face as they prepare for the next chapter of their firms. Drawing on real-world succession experiences and lessons learned\, this session will provide a framework for evaluating alternatives\, understanding tradeoffs\, and building a transition strategy that aligns with your objectives and can be executed successfully. \nChoosing the right successor. Funding the transition. Balancing value and legacy. Protecting clients\, employees\, and family interests. Determining what must happen now versus later. These are not easy decisions\, but they are among the most important decisions a business owner will ever make. This discussion is about how to navigate them. \nRegister for this session!  \nSpeakers: \n\nTV Kumaresh | SVP & Chief Strategy Officer at M Financial Group \n 
URL:https://www.finseca.org/event/influencer-only-call-with-tv-kumaresh/
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DTSTART;TZID=America/New_York:20260831T113000
DTEND;TZID=America/New_York:20260831T120000
DTSTAMP:20260819T212133Z
CREATED:20260731T130803Z
LAST-MODIFIED:20260819T212133Z
UID:10000541-1788175800-1788177600@www.finseca.org
SUMMARY:NAILBA 45 Annuities Preview with Jason Kestler and Craig Klenk
DESCRIPTION:The annuity market keeps evolving\, and this year’s NAILBA 45 Annuities track is built to help you keep pace. Get a preview of two sessions worth planning your conference schedule around. \nCraig Klenk\, VP of Strategic Account Management at American National\, will give us a taste of his carrier-side breakout\, covering where fixed indexed and RILA product designs are headed and what carriers need from BGAs to stay competitive in today’s independent distribution channels. \nJason Kestler\, Head of Sales at MSG Financial Distributors\, will preview his session on positioning your firm for the annuity market\, whether you’re just getting in\, scaling what you’ve built\, or refining an established book\, plus where cross-selling fits into that growth strategy. \nJoin us for a quick\, practical conversation with both speakers. You’ll walk away with a few ideas you can use right away\, and a reason to catch the full sessions live at NAILBA 45. \nRegister for this session!  \nSpeakers: \n\nJason Kestler | Head of Sales at MSG Financial Distributors \n\nCraig Klenk | Vice President\, Strategic Account Management at American National
URL:https://www.finseca.org/event/n45-annuities-preview-with-jason-kestler-and-craig-klenk/
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