Whether you’re years away from retirement or actively considering a sale or merger, strategic succession planning can make or break your outcome. This session provides a high-level market overview, a practical timeline for preparation, and proven do’s and don’ts for everything from increasing your business’s value to ensuring a smooth integration. Attendees will leave with ... Read more

Join the Finseca Women’s Program for a powerful Experts in the Field conversation with Ashleigh Hammad of Abacus Life. Ashleigh will share her career journey, insights into the life settlement space, and how women professionals can grow their impact in specialized areas of financial services.  From leadership insights to practical strategies, Ashleigh brings a wealth ... Read more

Our next Luminary call will feature Brett Loper, Executive Director of the Peterson Foundation — one of the nation’s most respected, nonpartisan voices on fiscal responsibility and long-term economic strategy. Founded by Pete Peterson, co-founder of Blackstone and one of America’s leading philanthropists, the Peterson Foundation has built a reputation as a trusted convener and thought leader ... Read more

For the second time in four years, EY proves a Holistic Financial Plan that includes Life Insurance, Investments, and Annuities is objectively better for consumers. In the first session of our series, you’ll gain access to EY’s Phil Ferrari, who will guide you through his new study that demonstrates how popular planning products in today’s ... Read more

This intimate study group setting offers hours of presenting, discussing, and receiving direct feedback on your client cases and solutions. You will leave with multiple new sales ideas that you can implement immediately. Between the breakout groups and networking opportunities, you will walk away with new relationships, refreshed connections, and, most importantly, more than 20 ... Read more

Medicare is often seen as a niche line of business for health-focused agencies—but the reality is that it’s quietly influencing producer loyalty, client retention, and agency relevance across the life and annuity space. This session is designed for NAILBA member BGAs and their operations leaders who want to: Understand how Medicare Advantage and Medicare Supplement ... Read more