NAILBA 44 Agenda

November 9

3:30 pm

November 9

5:00 pm

November 9

6:30 pm

November 10

8:00 am

November 10

8:00 am

November 10

8:00 am

November 10

10:00 am

November 10

10:00 am

November 10

10:00 am

Please note: The registration table will close at 2:00 PM and re-open in the Exhibit Hall.

November 10

1:00 pm

Hiring the right people is tough. Keeping great people is even harder.

In this honest conversation, we’ll unpack the real challenges BGAs face when trying to hire and retain rockstar staff, and share creative, people-first strategies for building strong, committed teams. In this breakout session, you will take away practical tools and actionable insights to attract top talent and create a workplace where employees want to stay.

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November 10

2:00 pm

Kick off the conference with high energy and big ideas.

Our opening session features a dynamic leadership panel focused on shaping the future of financial security. We’re also thrilled to welcome our keynote speaker, Debra Jasper — named one of Ernst & Young’s Top Winning Women Entrepreneurs in North America. As the founder of a leading communications firm, Debra works with Fortune 100 executives and advisors, with a focus on leadership in hospitality, healthcare, and finance. Get ready for bold insights and actionable strategies to set the tone for an inspiring event.

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November 10

2:00 pm

November 10

2:12 pm

In this energizing main stage session, you’ll hear from executives who have earned their place at the top through dedication, adaptability, and a passion for elevating others.

Behind every meaningful change in our industry are leaders who bring vision, resilience, and a relentless focus on people. This isn’t just a conversation about leadership—it’s a candid look at personal journeys, hard-earned lessons, and bold strategies that continue to drive performance across the financial security ecosystem.

These leaders will share how they stay grounded while leading through change, how they develop talent at all levels, and why partnering with the independent brokerage community is essential to their long-term vision. You’ll leave energized and ready to make the most of your time at NAILBA 44—sharing ideas, asking big questions, and shaping what comes next.

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November 10

3:00 pm

Are you trapped in a seemingly never-ending cycle of Zoom calls, emails, and texts? Do you want to invest less time—and get more done?

In this dynamic and interactive keynote, Mindset Digital CEO Debra Jasper goes even deeper, sharing actionable strategies you can implement right away to:

  • Meet as equals – Shift from a vendor voice to an advisor voice

  • Recruit like a pro – Tell the powerful story of the work you do (Hint: Don’t be a “dynamic leader”)

  • Prepare for what’s next – From Agentic AI to the future of client engagement

If you’ve heard Debra speak, you know she’s all about cutting through the noise to get today’s hyper-distracted audiences to tune in.

In this deep-dive session, Debra Jasper—named one of Ernst & Young’s Top “Winning Women” Entrepreneurs in North America—will introduce a powerful framework to elevate every client touchpoint.

She’ll guide you in mastering one of today’s most critical leadership skills: Attention Design. Because, as she tells her management students at Ohio State University:
“To inform, you must first engage.

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November 10

4:00 pm

Want to build real traction with RIAs and P&C agencies? Then you need to understand their mindset, business model, and what truly matters to them today.

In this breakout session, Tiffany Markarian leads a practical conversation with two BGAs who have successfully positioned themselves as trusted partners in these channels. Walk away with language, tools, and strategies that resonate with these firms and open new doors for your business.

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November 10

4:00 pm

Join us for three rapid-fire case studies—each a 15-minute story of how a BGA leader identified a real operational challenge, chose a tech-enabled solution, and implemented it.

We’re moving beyond abstract conversations about AI. From workflow inefficiencies to advisor onboarding to in-force management, these speakers will guide you through their decision-making process, lessons learned, and the measurable impact of their tech choices. In this breakout session, you will learn practical strategies and insights to tackle your own operational challenges with technology. Real problems, real solutions, and insights you can take back to your own business.

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November 10

4:00 pm

In today’s challenging job market, expectations have shifted — and how you recruit and retain talent must evolve as well.

That means breaking old rules and rethinking everything from job ads to onboarding. This high-impact breakout session will cover how to:

  • Attract top talent with more mobile-friendly, engaging approaches

  • Design compelling recruitment campaigns and job ads

  • Fully optimize your online presence (now more than ever, people are looking you up)

  • Use gamification, leaderboards, and more to transform how you upskill your workforce

The talent market today offers candidates more choices than ever. Don’t miss this fast-paced session on how to embrace — and showcase — innovative approaches that will elevate your outreach and help you stand out from the crowd.

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November 10

5:00 pm

Join us as we kick off the NAILBA 44 Annual Meeting in style at our Welcome Reception!
Reconnect with colleagues, make new connections, and set the tone for an exciting and impactful event.

November 10

6:30 pm

November 10

9:00 pm

We’re bringing back what made NAILBA legendary: the energy, the connections, and yes—the iconic hospitality suites that created lifelong industry bonds.

Hosted by those dedicated to brokerage, you won’t want to miss this blast from the past! Watch for more details!

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November 11

7:30 am

November 11

8:30 am

We’re kicking off the day with an all-star lineup you won’t want to miss.

First, hear from a powerhouse carrier panel, followed by the return of The Washington Update — LIVE! Get exclusive insights from leading political strategists and policy experts as they unpack the future of tax reform. Then, Finseca’s expert tax team will connect the dots between politics and policy, helping you understand the real-world impact on financial security and your business.

We’ll close the session with a keynote from Bobby Samuelson, Editor of The Life Product Review. A respected voice in the industry, Bobby is a frequent speaker at top conferences, a contributor to publications like Trusts & Estates, and has been quoted in The Wall Street Journal. Expect thought-provoking commentary and fresh perspectives on the evolving life insurance landscape.

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November 11

9:15 am

Get exclusive insights from leading political strategists and policy experts as they unpack the future of tax reform.

Then, Finseca’s expert tax team will connect the dots between politics and policy, helping you understand the real-world impact on financial security and your business.

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November 11

9:35 am

This cross-industry panel brings together underwriting and reinsurance leaders to explore the future of risk assessment and its ripple effects on distribution.

Technology, regulation, and shifting consumer expectations are redefining what underwriting looks like—and who’s driving it. Learn what’s coming, what’s already here, and how BGAs can stay ahead in a world where speed, accuracy, and automation are no longer optional.

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November 11

10:45 am

November 11

11:00 am

This session is powered by your questions. Whether it’s licensing bottlenecks, in-force management pain points, or case design challenges, we’re crowdsourcing the issues and solving them live.

Grounded in the topics covered by the NAILBA certifications, this fast-paced AMA features seasoned pros who’ve been in your shoes—and are ready to share what works (and what doesn’t).

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November 11

12:00 pm

This luncheon will feature candid conversations with brokerage leaders, offering valuable insights and inspiration.

It’s a perfect opportunity to connect, share experiences, and champion the voices of women in the profession. Thank you to our annual women’s program sponsors: Abacus, One America and Prudential.

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November 11

12:00 pm

November 11

1:15 pm

November 11

2:00 pm

In a rapidly changing marketplace, collaboration—not competition—may be the most powerful strategy for growth.

This panel brings together leaders from Simplicity, Integrity, LIBRA, and AIMCOR to explore how marketing organizations, BGAs, and other stakeholders can work together to strengthen the independent channel. Discover new ways to align interests, share capabilities, and build a more resilient, innovative, and client-focused future—together.

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November 11

3:00 pm

November 11

3:45 pm

November 11

3:45 pm

The exhibit hall has been reimagined and is now the hub for all meals, executive meet-and-greets, and networking.

You’ll have multiple opportunities to connect with everyone who is part of the brokerage community, plus the exhibit space is directly across from the main stage ballroom so it’s naturally in the traffic flow.

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November 11

5:30 pm

November 11

7:00 pm

Join us as we recognize the 2025 Douglas Mooers Award for Excellence winner – NAILBA’s’ most coveted and prestigious award.

This annual award honors excellence in brokerage and is bestowed upon the individual most committed to furthering brokerage and independent life brokerage as a distribution system. It’s a night of recognition and celebration that you won’t want to miss! Dress attire is Black-tie optional.

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November 11

9:30 pm

Following the awards ceremony, attendees are invited to join us for an unforgettable evening as we celebrate the recipient of the 2025 Douglas Mooers Award for Excellence, NAILBA’s most prestigious

NAILBA’s most prestigious and coveted honor. Don’t miss this special opportunity to toast the winners, connect with industry peers, and keep the celebration going!

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November 12

8:30 am

November 12

9:30 am

November 12

9:40 am

So, how will we compete in the next decade? What skills will we need to survive in a decade of total disruption and the rise of A.I.? It’s simple.

The businesses that will win are those that leverage the most impactful human traits that A.I. won’t be able to replicate—at least not for the foreseeable future: creativity, intuition, curiosity, and imagination.

As Head of Innovation and Creativity at Disney for the past decade, I learned there is a huge gap in the market. CEOs everywhere look to us—the world’s most creative company—for guidance on how to build a culture of innovation and equip their organizations with the tools needed to leverage their most important asset: their people.

But here’s the challenge: until now, no one has made innovation tangible. Many companies hire innovation consultancies or build “innovation departments,” only to find they haven’t truly driven cultural change or embedded innovation across the entire enterprise.

What if, instead, there was a Design Thinking Innovation Toolkit—one that everyone could use, making creativity tangible, innovation easy, and the process enjoyable? That’s exactly what I’ve built, drawing on my years of experience at Disney, and exactly what I’ll share with you in my presentation, Embedding a Culture of Innovation into Everyone’s DNA.

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November 12

10:45 am

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