NAILBA's Annual Meeting is More Than a Conference—It's Where Business Gets Done.

Inside the NAILBA 45 Experience

Real-world strategies that save time, grow revenue, and help your day-to-day. Plus new leadership and NAILBA community experiences.

Operations


Run a tighter, more scalable, tech‑enabled BGA back office so your advisors get what they need, when they need it.

Life Insurance


Modernize life through AI, underwriting, and producer enablement.

Annuities


Translate evolving annuity trends into simple stories and sales approaches your advisors will actually use.

Leadership & Practice Management


Focus on strategy, people, and technology so your BGA is built to compete today and win tomorrow

Firm Evolution

The pace of disruption is accelerating—and with it, new opportunities to lead. Learn from leaders who are navigating these major shifts, understand what’s coming next, and explore how the decisions we make today will shape the next decade of our work.

AI-Powered Advisor Development

AI is transforming how firms recruit, train, and enable advisors. Learn what new technology is coming, and what tools you can already use today to train producers faster, make work simpler, and better connect with clients.

Next-Gen Client Trends

Changing client needs, emerging technology, and major demographic shifts are transforming the advisor–client relationship. Learn the key trends every field leader should know to understand their future clients and the opportunities ahead.

The Future of Financial Security

Hear first hand from the leaders who are taking action to drive growth and innovation, tackling the toughest challenges, showcasing solutions already in motion, and calling on their teams to turn disruption into momentum.

Operations Track

Networking Opportunities

October 23

4:30 pm

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Unwind with fellow attendees at this Simplicity-hosted happy hour—good company, good drinks, and plenty of time to connect.

October 21

5:00 pm

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As we kick off NAILBA 45, we want to take a moment to recognize and thank the IMO leaders, carrier partners, and sponsors whose vision, leadership, and support make this gathering possible.

October 21

6:30 pm

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Grab a bite or a drink with the carriers, solution providers, and other distribution leaders in your network throughout the evening.

It’s an evening built for relationship-building outside the formal agenda—smaller, informal settings where conversations can go deeper than they do in regular sessions.

Note: These dine arounds aren’t organized by the NAILBA 45 conference. Reach out directly to those in your network for invitations.

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October 22

2:00 pm

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Be there as the exhibit hall officially opens—your first look at this year’s carriers, solution providers, and BGA community all in one place.

October 22

4:45 pm

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Join us as we kick off the NAILBA 45 Annual Meeting in style at our Welcome Celebration!
Reconnect with colleagues, make new connections, and set the tone for an exciting and impactful event.

October 23

7:30 pm

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Join us as we recognize the 2026 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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October 23

9:30 pm

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Following the awards ceremony, join us for an unforgettable evening as we celebrate the recipient of the 2025 Douglas Mooers Award for Excellence.

Don’t miss this special opportunity to toast the winners, connect with industry peers, and keep the celebration going into the night.

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October 24

9:30 am

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Calling all NAILBA members! We want to hear your feedback while the conference is still fresh in your mind.
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NAILBA Charitable Foundation Grant Application

The NAILBA Annual Meeting offers a few opportunities to make an impact with the NAILBA Charitable Foundation.

The NAILBA Charitable Foundation is a non-profit organization that strives to promote volunteerism and philanthropy within the NAILBA communities. It was established in 2002 with the objective of facilitating the sponsorship of charitable organizations that are dedicated to making a positive difference in the lives of those who are less fortunate.

The foundation’s mission is to encourage collaboration between businesses and philanthropic organizations to provide assistance to those who are at risk. Over the years, the NAILBA Charitable Foundation has granted more than $3.5 million to various charities operating within the NAILBA communities.