Forum 400: Let’s Chat, How Members Are Using AI In Their Practice
This will be an open discussion along with live sharing of ChatGPT and how members are using it to save time and make them look better. For example, how AI ... Read more
Events Calendar
10 events found.
Events
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Experts in the Field: Social Security Considerations for High-Income and High-Net-Worth Clients
This session is brought to you in Partnership with our friends at WIFS Join us for an advanced Social Security planning session designed specifically for high income and high net ... Read more
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Conversations That Close – LIVE with Lorrie Baldevia
In this Conversations That Close session, Lorrie Baldevia shares how she builds a niche practice around business owners by turning ordinary conversations into unexpected opportunities. Lorrie will walk through the ... Read more
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Experts in the Field: Demystifying Underwriting, An Underwriter’s Guide to Accelerating Your Q3 Sales with Kristin Cook
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
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Influencer Only Call: Succession Planning: Preserving Your Legacy and Protecting Your Clients with TV Kumaresh
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
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NAILBA 45 Annuities Preview with Jason Kestler and Craig Klenk
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
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Virtual Finseca Financial Security Leadership Designation – September 2026
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
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Conversations That Close: Closing Week
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
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Conversations That Close – LIVE with Keith Wagner
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
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Conversations That Close – LIVE with Jeri Turley
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
