The brokerages that pull ahead won’t be the ones with the most AI tools. They’ll be the ones whose teams know how to use them. This practical, no-hype session shows … Read more
NAILBA 365
At NAILBA 45, Alec McChesney, VP of Revenue at Velocity Advisory Group, gave principals a tactical playbook for using AI to reclaim time, sharpen decisions, and lead their teams through … Read more
In this exciting webinar, Ensight will talk about the future of the traditional illustration, point-of-sale and wholesaling experience. Today tens of thousands of financial professionals have shifted to selling off … 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 … Read more
Many high-net-worth clients, and even their advisors, view life insurance and long-term care as the weakest link in an otherwise sophisticated financial plan. In this NAILBA 365 session, Jack Elder, … Read more
Cyber liability is no longer just an IT concern. It is a business risk impacting every part of brokerage operations. Join Rob Erzen and Ciera Padilla for a practical discussion on … Read more
