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. ... Read more
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 ... Read more
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 ... Read more
Exclusively for WFG leaders, the Virtual Finseca Financial Security Leadership Designation is a practical leadership development program built around The Leader’s Promise—leading yourself, leading your team, and leading the profession. ... Read more
The best practitioners don’t leave important conversations to chance. They know the right questions to ask, when to listen, and how to guide clients toward a decision without applying pressure. ... Read more
Join Keith Wagner, Wealth Management Advisor at Northwestern Mutual, for a conversation on how he positions and sells permanent life insurance. Keith will break down how he introduces the concept ... Read more
Jeri Turley is Managing Director at Winged Keel Group, where she's built a practice that goes well beyond the private placement life insurance (PPLI) reputation the firm is known for, ... Read more
This will be an open discussion on how we are presenting concepts in a concise client-facing presentation. It’s time to bring a piece to share with members, and everyone should ... Read more
In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for ... Read more
Paul Franklin has spent 17 years building a national practice with New York Life. In this session, Paul shares the "just call Paul" concierge model he's built around client service, ... Read more
