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
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
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
Join Stacey Lawler, President & Principal of OWR Opinion and one of your NAILBA Board Members, as she shares how she leveraged technology to tap into a common but underutilized … Read more
We’re moving beyond abstract conversations about AI and into real-world application. Join Jason Kidd as he shares how his team tackled a common operational bottleneck: cases slowing down due to … Read more
