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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 and ... Read more |
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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 |
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2 events,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
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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 |
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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 |
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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
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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 this session! Speakers: Amy Salo | Managing Partner at Forest Hills Financial Group Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca |
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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 |
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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 |
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NAILBA 365 keeps the momentum going year-round, bringing together top minds from across the independent brokerage community to share what’s working now and what’s coming next. Through timely conversations on emerging trends, proven best practices, and practical AI applications, you’ll gain clear, actionable ideas to run a more efficient, competitive, and growth-focused business, well beyond ... Read more |
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This is an exclusive session for our Influencer members In order to provide Finseca members who are sophisticated planners using life insurance to address issues such as estate tax, wealth transfers, business continuation, executive benefits, corporate and bank owned life insurance, retirement planning, including deferred compensation, private placement life insurance, annuities, and international needs, we ... Read more |
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Finseca Policy LIVE is a monthly member briefing from Finseca that delivers timely updates on the legislative and regulatory issues affecting your business at both the state and federal levels. Each session includes a live summary of key policy developments and an interactive Q&A, providing clear insights and practical guidance to help you stay informed and prepared. ... Read more |
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