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 worth clients. Led by a real Social Security expert who spent over 6 years inside the Social Security Administration, this webinar will break down the ... Read more
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 process she uses to find the right clients, including her "150 first dates" approach to discovering her niche, and what she calls her "woodchopper" method ... Read more
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 ... 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 hardest part of succession is choosing among several viable paths. Should the business stay in the family? Should ownership be transferred to key employees and ... 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 around. Craig Klenk, VP of Strategic Account Management at American National, will give us a taste of his carrier-side breakout, covering where fixed indexed product ... 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. During Closing Week, join Keith Wagner, Jeri Turley, Amy Salo, Paul Franklin, and Andrew Flores as they share the language and strategies that have built ... 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 to clients without it feeling like a hard sell, the objections he hears most often, and how he moves a client from "this makes sense" ... 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, running a split between PPLI and traditional insurance work. In this session, Jeri dives into where she's spending most of her time today: multi-life PPLI ... 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. Participants will explore values-based leadership, recruiting and developing high-performing teams, and advocating for policies that expand financial security opportunities for the clients and communities they ... 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 walk away with a ton of new material to rebrand and start using. Like the unmeetings, Forum 400 Let’s Chats are open-format discussions intended for ... Read more
Amy Salo, of Forest Hills Financial Group, has built her practice around one core idea: clients don't come to you with a financial goal, they come with an action step. A 401(k) rollover isn't a goal. A disability insurance quote isn't a goal. In this session, Amy shares how she gets underneath the surface-level ask ... 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, how two decades of coaching high school football turned into one of his strongest referral engines, and why he believes financial planning only works when ... Read more
In this Conversations That Close session, Andrew Flores shares how he helps advisors move up-market into high-net-worth and ultra-high-net-worth relationships. Andrew will walk through his client acquisition strategy for larger clients and the two things he believes every advisor actually owns, process and service, including how he allocates resources and differentiates through different areas of ... Read more
