Educational Webinars

Because education is at the core of NAFA’s mission, our Education Committee meets monthly to continually improve the offerings provided to our members. Our monthly webinars are one of our most coveted resources, which address everything from industry trends and sales concepts to fixed annuity mechanics and advocacy updates. Register now for one of our upcoming events, or tap into our library of presentation archives at any time.

Upcoming Events

Webinars

Selling Annuities in a Virtual World. You’re the captain. Annuities Genius is your crew.

Wednesday, June 3, 2020
8:30 a.m. PT | 9:30 a.m. MT | 10:30 a.m. CT | 11:30 a.m. ET

Join us for an introduction to the Annuity Genius software that allows you to stop getting lost in lists. Annuities Genius is a comprehensive decision-making platform—not just a list of products and rates. Designed to give you concise, digestible information that allows you to get straight to helping your clients make decisions about their retirement solutions.

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How to Wow, Work With & Win Customers NOW & Seamlessly Transition to “Business Abnormal” LATER

Wednesday, June 10, 2020
8:30 a.m. PT | 9:30 a.m. MT | 10:30 a.m. CT | 11:30 a.m. ET

Join us as Kelly McDonald, 2018 NAFA Annuity Distribution Summit Keynote, Author & Public Speaker, covers:

  • How to address the concerns your customers have right NOW
  • How to keep selling and keep serving customers in a way that is relevant for virtual communication – without being tone deaf or insensitive
  • How to stay visible without spamming your customers
  • 5 low-cost, no-cost action items that you can apply immediately
  • What to do – and NOT do – when things go wrong
  • How to prepare for the rebound – the consumer insights you need now to create an action plan
REGISTER

Webinar Archives

Due to the current state of affairs, NAFA is providing our April – May webinar content to the public.  To access these replays and other relevant content, please visit our COVID-19 Response Gallery

As a NAFA member, you have instant access to our comprehensive library of webinar replays featuring information, insights and ideas from some of the best resources in the business. If you were unable to attend a live event or simply want to review the presentation again, here’s your chance!

Please note these recordings are very large files; therefore, they may take a minute or two to render depending on your internet connection speed.

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