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
Today’s Largest Emerging & Expanding Market: Women
Tuesday, September 3, 2024
8:30am PT | 9:30am MT | 10:30 a.m. CT | 11:30 a.m. ET
presented by Athene
Trending Conversations: People care about elections. Markets don’t.
Tuesday, September 10, 2024
8:30am PT | 9:30am MT | 10:30 a.m. CT | 11:30 a.m. ET
presented by Invesco
Navigating the Matrix: DOL Rule Q&A
Recording Now Available on Demand!
In the last two-and-a-half months, our industry has been digging deep into the Department of Labor’s final fiduciary rule. From advisor recordkeeping and disclosures to carrier processes and reporting, there’s a collective anticipation that significant changes are needed to comply with this complex regulation. Yet many questions still remain.
Don’t miss your opportunity to ask an expert for her legal opinion!
NAFA was pleased to host Carlton Fields, for the newest edition of our DOL update webinar series and shares:
- Provides an analysis of anticipated business changes and requirements
- Examines key considerations for advisors when recommending a rollover
- Answers some of the most frequently asked questions we’ve received from producers to date
- And more!
An Inside Look at DOL’s New Fiduciary – Only Regime
Recording Now Available on Demand!
Despite industry’s best efforts to protect independent distribution and preserve the existing robust regulatory environment, producers will now be subject to fiduciary requirements when rolling funds out of ERISA plans into annuities. But what exactly does this mean? What aspects of business will change and what will remain? And how will this new landscape of retirement advice impact clients?
Get a glimpse into the future as legal experts dissect this complex and confounding rule!
NAFA’s outside legal counsel, Groom Law Group, is back to make sense of it all and answer your most pressing questions in the fourth edition of our DOL update series. Groom Law Group:
- Provides an analysis of differences between the proposed and final versions of the rule
- Examines the newly amended PTEs and circumstances in which they might come into play
- Discusses specific implications for carriers, IMOs and independent agents
- Reviews implementation timelines and transition periods
- Shares thoughts on an advocacy strategy as NAFA continues to battle this reckless rule
Member Spotlight Archives
Get to know more about NAFA’s extensive network of Affiliate Partners and the ways they support annuity distribution at every level through this series of exclusive live and on-demand webinars!
Webinar Archives
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!
| Date | Title | Presenter(s) |
|---|---|---|
| July 25 | Economic Trends and Index Innovation | Phil Mackintosh, Mark Marex and Michael Normyle of Nasdaq’s Economics and Index Research Teams |
| June 18 | Navigating the Matrix: DOL Rule Q&A | Gina Alsdorf, Shareholder, Carlton Fields |
| June 13 | New Survey: Client/Advisor Retirement Expectation Gaps and the Practical Implications | Suzanne Norman, Director of External Relations, Retirement Income Institute, the Alliance for Lifetime Income |
| June 12 | Telling the RILA Story | Kevin Russ, Director of Advanced Markets Group, Brighthouse Financial |
| June 6 | The Anatomy of a Fixed Indexed Annuity | Branislav Nikolic, Managing Director and Head of Insurance, The Index Standard |
| May 16 | Together in Care: Simplifying the LTC Conversation | Mike Mazzoni, Regional Sales Director, OneAmerica Financial Partners |
| May 1 | An Inside Look at DOL’s New Fiduciary-Only Regime | Tom Roberts, Michael Kreps and Kevin Walsh, Principals, Groom Law Group |
| April 17 | Inherited Annuities Transferring Wealth to the Next Generation | Dan Kozlowski, Regional Vice President, MassMutual Ascend |
| March 7 | Analyzing IRA Beneficiaries under the SECURE Act | Ann Hagerty, Advanced Sales Counsel, Securian Financial |
| February 14 | Letter From Heaven: An Invaluable Value-Added Service! | Paul Garofoli, Regional Vice President, The Standard |
| February 8 | Preparing for Cybersecurity and Privacy Success in 2024 | Trish Carreiro, Shareholder, Carlton Fields |
| January 25 | An Advocacy Update and Anticipation of DOL’s Next Steps | Tom Roberts and Michael Kreps, Principals, Groom Law Group |
| January 10 | A Deep Dive into SEC v. Cutter and DOL Update | Justin Chretien, Shareholder, Carlton Fields |
| Date | Title | Presenter(s) |
|---|---|---|
| December 14 | Solving the Retirement Puzzle | Patti Hausherr, VP Sales Strategy Leader at Athene |
| December 5 | Which Index Crediting Strategy Is Best? | Jeff Barnes, Regional VP of Sales at EquiTrust Life Insurance Company |
| November 29 | The DOL Proposal’s Potential Impacts on the Fixed Annuity Community | Tom Roberts, Michael Kreps and Kevin Walsh, Principals at Groom Law Group |
| November 14 | The Newest Fiduciary Rule: An Expert Analysis | Tyler Brown, AVP of Government Affairs, North American Company, Andrew Payne, Vice President and General Counsel, CreativeOne, and Pam Heinrich, General Counsel and Director of Government Affairs, NAFA |
| August 25 | Paving the Way to Optimized Retirement Income | Partha Mamidipudi, Kate Tan and Joe Rosenthal of BlackRock |
| July 26 | Managing Income Risks in Retirement | Matt Johnson, American Equity |
| June 27 | A Better Conversation on Annuities | Adam Rivituso, National Sales Director, Insurance and Sub-Advisory, Invesco |
| June 8 | An Update on Recent Retirement Tax Legislation and Related Advanced Sales Solutions | Ann Hagerty, Advanced Sales Counsel, Securian Financial |
| May 18 | Top Compliance Concerns and Considerations in 2023 | Maureen James and Roger Hayashi, Summit Compliance |
| April 25 | Masterclass Mindset: A lifelong journey that begins in the mind | Isaac Norton and Josh Woodvine, North American Company |
| March 22 | How to Create Financially Fearless Female Investors | Suzanne Norman, Alliance for Lifetime Income |
| March 9 | Not Your Father’s MYGA Market | Ryan Lex, EVP, Chief Distribution Office, Ibexis; Ryan Brown, ESQ, Head of Sales & General Counsel, M&O Marketing; and Bobby Samuelson, President, Life Innovators |
| February 23 | SECURE 2.0: An Update on Changing Requirements | Amy Piepmeier, Vice President & Senior Counsel, Athene, & Tyler Brown, Director of Government Affairs, North American |
| January 24 | Inherited/Stretch IRA — What Has Changed? | Jeff Barnes & Heather Kane of EquiTrust Life Insurance Company |
| Date | Title | Presenter(s) |
|---|---|---|
| November 9 | Retiring With Confidence: A Case for FIAs in Accumulation | Igor Zamkovsky, BlackRock’s Retirement Insurance Group |
| September 28 | Worry & Uncertainty Requires New Conversations | Jon Rosborough, Vice President, Statler Nagle, and Mike Harris, Education Advisor, Alliance for Lifetime Income |
| August 23 | Connecting to Opportunity — Using Social Media to Drive Business Results | Katie Yun, Senior Social Media Consultant, Nationwide |
| July 27 | Mid-Year Review and Economic Outlook | Berlinda Liu, Director Multi Indices, and Hamish Preston, Director US Equity Indices, S&P Dow Jones Indices |
| June 22 | Why Consumers Are Discovering the Value of Today’s Fixed Annuities | Harry N. Stout, FinancialVerse Author and Podcast Host |
| June 8 | Determining Your Clients’ Retirement Income Styles | Alex Murguia and Wade Pfau, RISA, LLC |
| May 24 | Social Media or Financial Professional: Which would you choose for your long-term financial planning needs? | Kristi Martin Rodriguez, Senior Vice President, Nationwide Retirement Institute |
| April 28 | The Role of Annuities in an Income-Starved Environment | Tamiko Toland, Director of Retirement Markets, CANNEX |
| March 29 | What Women Want … in a Financial Advisor | Patricia Hausherr, Vice President, Global Atlantic Consultant |
| March 23 | Social Security through the Lens of Today’s Woman | Heather Schreiber, RICP®, Owner of HLS Retirement Consulting |
| March 16 | Women’s Financial Wellness | Suzanne Norman, Education Fellow, Alliance for Lifetime Income |
| February 25 | Intentional Inclusion: A Conversation with Rodney Branch | Chuck DiVenzenco, President and CEO, NAFA, and Rodney Branch, Chief Marketing Officer, Luma Financial Technologies |
| February 22 | The Super Age: Decoding Our Demographic Destiny | Bradley Schurman, Author, demographic futurist & 2021 NAFA Distribution Summit featured speaker |
| February 9 | The *New* Department of Labor Fiduciary Rule 3.0 | Pam Heinrich, General Counsel and Director of Government Affairs, NAFA, Andrew Payne, CreativeOne, Brian Williams, Financial Independence Group & Mark Williams, Brokers International |
| January 25 | MYGA Dynamics in Today’s Sales Environment | Kevin Hart, Oceanview, Sheldon Lamb, Global Atlantic, Tim Swoboda, SILAC & Chris Conroy, IAMS |
| January 19 | Lessons Learned on the Road with the Stones | Mike Harris, Senior Education Advisor, Alliance for Lifetime Income, Jon Rosborough, Vice President Statler Nagle & Chuck DiVencenzo, President & CEO NAFA |
| Date | Title | Presenter(s) |
|---|---|---|
| December 10 | Year-End Review & What to Watch for in 2022 | John Lewis, CMT, Senior Portfolio Manager & Jay Gragnani, Head of Research at Nasdaq Dorsey Wright |
| December 3 | Will Roth Accounts Run Into Roadblocks? | Heather Schreiber, Founder & President of HLS Retirement Consulting |
| November 10 | The Great Retirement Income Gap | Michelle Prather, Regional Sales Director at OneAmerica |
| November 4 | Demo: Power Business Growth with Two Intel Engines | Sam Richter, Sales Intelligence Expert |
| September 22 | Strategic Repositioning of Annuities and Life Insurance: 1035 Tax-Free Exchanges | Deborah Miner, AVP of Advanced Markets at W&S Financial Group Distributors |
| August 18 | An Insider Look at Best Practices for Creating a Leadership Culture | Mark Williams, CEO of Brokers International & Tiya Stanley, Sales VP at North American |
| July 14 | Promoting Your Brand and Your Business on LinkedIn | Mark Galvin of ePresence |
| June 30 | Managing Risk through Volatility Control | Laurence Black and Jay Watson of The Index Standard |
| June 29 | How the Industry Is Navigating an Advisor Sea Change | Jeng Chui, Delaware Life; Sarah Garrity, BlackRock; Brad Malm, Gradient Financial; Bryon Holz, Bryon Holz & Associates; and Derek Scheetz, Lifetime Financial Growth |
| June 23 | How FIAs Address 3 Key Risks in Retirement Planning | Tamiko Toland, Director of Retirement Markets for CANNEX |
| April 27 | Biden and Congress: The First 100 Days and Beyond | Jim Ellis, Senior Political Analyst at BIPAC |
| March 24 | Becoming “The New Advisor for Life” | Bailey Sorensen, NAFA Director of Membership & Steve Gresham and Mike Harris, Senior Education Advisors for the Alliance for Lifetime Income |
| March 11 | The Future of Business under the New Administration and DOL’s Fiduciary Rule | Brad Campbell, Faegre Drinker & Kevin Mechtley, North American Company |
| February 24 | Lifetime Spending with Annuities | Harry Stout, FinancialVerse Author |
| Date | Title | Presenter(s) |
|---|---|---|
| December 17 | Understanding The NASDAQ-100 Index and Its Value to Your Annuity Clients | Efram Slen, Nasdaq Global Information Services & Mark Williams, Brokers International |
| November 19 | Key Elements of a Successful Digital Marketing Campagin | Jeff Miller, ALLPRO Direct Digital Marketing Partner |
| October 17 | Solving the Annuity Puzzle: What’s Holding Them Back? | Craig Fox, Ph.D. and Hal Hershfield, Ph.D., UCLA Anderson School of Management |
| September 24 | Understanding and Optimizing Social Security Benefits | Doug Ewing, JD, CFP, RICP, Vice President, Nationwide Retirement Institute |
| August 27 | A Peek Behind the Curtain: How New-Money and Renewal Rates Are Set | Mackenzi Swenson, Internal Account Manager, EquiTrust |
| July 30 | A Look at Annuity Distribution Post-DOL | Maureen James and Roger Hayashi, Co-Owners, Summit Compliance Group |
| June 26 | Standing the Test of Time | Jason Krohnke, Vice President of National Sales, American Equity |
| May 21 | NAFA Advocacy Update: An Inside Look at Issues Impacting YOUR Business | Chuck DiVencenzo, president & CEO, Pam Heinrich, general counsel & director of government affairs, Cliff Andrews, managing principal, CapCity Advocates |
| April 23 | The Sandwich Generation: Look Who’s NOT Talking | Tiya Stanley, sales vice president, Isaac Norton, associate vice president strategic marketing, North American Company |
| March 26 | 5 Tax-Planning Insights for Better Client Conversations | Deborah A. Miner, J.D., CLU, ChFC, RICP, W&S Financial Group Distributors |
| Roth IRA Opportunities Guide » RMD Opportunities Guide » 3 Keys to RMDs Quick Reference » Tax Reference Guide » | ||
| February 26 | Retire Your Risk: Onboarding Advisors as a New Asset Class | Michael R. Harris, senior education advisor, Alliance for Lifetime Income |
| January 29 | 2019 Economic & Financial Market Outlook | Ben Ayers, senior economist, Nationwide |
| Date | Title | Presenter(s) |
|---|---|---|
| November 27 | The New Demographics & How They Affect Your Business, Today & Tomorrow | Kelly McDonald, Speaker, Author, Marketing & Customer Service Expert, McDonald Marketing |
| October 30 | In Search of … Highest Annuity Guarantees | Tamiko Toland, Head of Annuity Research, CANNEX |
| September 27 | Digital Marketing Metrics, Benchmarks, & Strategies | Jeremiah Desmarais, Best-Selling Author, Keynote Speaker, Insurance Marketing Authority |
| July 25 | Economic Update 2018 | Ben Ayers, Senior Economist, Nationwide |
| June 27 | Through the Lens: Product Trends in Insurance and Index Solutions Providing Vision! | Skylar Roehl, Regional Sales Representative, Insurance Channel, S&P Dow Jones Indices Joe Kairen, Senior Director, Strategy & Volatility Indices, S&P Dow Jones Indices Jeremy Eisenstein, Vice President, Equity Derivatives, Goldman, Sachs & Co. |
| June 20 | View from the Hill | Chip Anderson, Executive Director, NAFA Cliff Andrews, Principal, CapCity Advocates |
| May 24 | A Guided Tour of NAFA’s New Website | Lee Stiegemeier and Anna Dickson, Co-Founders, Circle Sideways |
| April 18 | 2018: Annuity Sales Rebound | Dr. Jack Marrion, NAFA Director of Research | President, Advantage Compendium |
| March 29 | Fixed Index Annuities with a Living Benefit: Which One Is Best for Your Client? | Damian Baboolal, Quantitative Analyst, CANNEX |
| February 22 | 2018 Outlook — The Economy and Financial Markets | Ben Ayers, Senior Economist, Nationwide |
| January 11 | NAFA in Action — A Year in Review & A Look Ahead to 2018 | Chip Anderson, Executive Director, NAFA |
| Date | Title | Presenter(s) |
|---|---|---|
| November 16 | The Cross-Media Approach to Optimized Marketing | Tom McLaren, President, ALLPRO Marketing |
| October 26 | Safety & Guarantees: Tools for Survival and Success | Jack Aiken, President of LTA Marketing |
| September 21 | The Lifeguard in the Storm: A New Why for A New World | Frank Maselli, Speaker, Author, Trainer |
| August 24 | Self-Selecting an Annuity: 12 Questions to Help Consumers Make the Decision to Buy | Dr. Jack Marrion, NAFA Director of Research | President, Advantage Compendium |
| July 26 | Economic Trends & Future Outlook | Ben Ayers, Senior Economist |
| June 29 | View From the Hill | Chip Anderson, Executive Director, NAFA Cliff Andrews, Principal, CapCity Advocates, LLC |
| June 15 | Evolution of Indices in Fixed Indexed Annuities | Molly Decker, Vice President, Equity Derivatives Russell Elliott, Vice President, Equity Strats Goldman, Sachs & Co. |
| June 8 | 9 Things Every Investor Needs to Know about Annuities | Jeff Barnes, Vice-Chair NAFA Education Committee | National Accounts Manager, EquiTrust Life Insurance Co. Paul McGillivray, NAFA Board and Government & Legal Affairs Committee | Business Development Director, M&) Marketing, Inc. |
| May 18 | Which Annuity is Better- Presented by CANNEX | Faisal Habib, Vice President of Research, CANNEX Financial Exchanges |
| April 27 | The Fiduciary Rule- Fixed Annuities | Scott McCleskey, Senior Vice President, Eukleia |
| February 23 | Economic Update 2017 | Bryan Jordan, CFA, Deputy Chief Economist, Nationwide Insurance |
| February 9 | Members Only The Outlook from Capitol Hill – Federal Update with Cliff Andrews | Cliff Andrews, Principal, CapCity Advocates, LLC |
| Date | Title | Presenter(s) |
|---|---|---|
| December 15 | Year in Review and 2017 Projections | Chip Anderson, Executive Director, NAFA |
| November 18 | Post-Election Analysis – A Look at the Industry’s Future | Cliff Andrews, Principal, CapCity Advocates, LLC |
| October 20 | Extended IRA and Nonqualified Annuity Strategies | Thomas H. Duncan, JD, CLU, ChFC, Nationwide |
| September 29 | Bears, Bonds & Bon Mots with Jack Marrion | Dr. Jack Marrion, NAFA Director of Research | President, Advantage Compendium |
| August 25 | UBER Your Practice | Anthony Morris, CEO of Top Advisor Program, Inc. |
| June 16 | NAFA versus Department of Labor: The Challenge Is Now in the Courts | Chip Anderson, Executive Director, NAFA |
| June 2 | Benefits of Annuities in Retirement Income Planning | Simon Dabrowski, Associate, CANNEX |
| April 28 | The Rule is In: An Analysis of the DOL’s Final Fiduciary Rule | Chip Anderson, Executive Director, NAFA Cliff Andrews, Principal, CapCity Advocates, LLC |
| March 31 | Top 10 Compliance Issues Impacting Annuity Professionals | Kevin Mechtley, B.A., J.D., Consultant, First Consultant & Administration | Member, NAFA Board of Directors |
| February 25 | 2016 Tax Time Tips and Annuity Conversations | Tom Duncan, Senior Director, Nationwide |
| Date | Title | Presenter(s) |
|---|---|---|
| December 17 | A NAFA Special Report – 2015 Year in Review | Chip Anderson, Executive Director, NAFA |
| October 29 | The Ins & Outs of Annuity Product Pricing | Chris Conklin, SVP Product Development, Genworth |
| September 24 | Solving the “I want a lifetime income, but hate annuities” Puzzle | Dr. Jack Marrion, NAFA Director of Research | President, Advantage Compendium |
| August 25 | Regulatory Environment Update: The DOL Fiduciary Proposal | Chip Anderson, Executive Director, NAFA Pam Heinrich, General Counsel, NAFA Cliff Andrews, Principal, CapCity Advocates, LLC |
| July 23 | Marketing Magnetism for Financial Advisors | Maribeth Kuzmeski, President, Red Zone Marketing |
| June 25 | Annuity Leadership Forum Recap | Chip Anderson, Executive Director, NAFA Cliff Andrews, Principal, CapCity Advocates, LLC |
| June 4 | Annuities Then and Now: We’ve Come a Long Way! | Dr. Jack Marrion, NAFA Director of Research | President, Advantage Compendium |
| May 21 | Prospecting for New Annuity Prospects | Bill Harris, President, W.V.H., Inc. |
| May 19 | Update From The Front Lines: Breaking Down the DOL’s Fiduciary Duty Rule | Cliff Andrews, CapCity Advocates, LLC |
| April 30 | Source of Funds | Pam Heinrich, General Counsel, NAFA John Olsen, Principal, Olsen Financial Group Callie Currin, Esq., President & CEO, Currin Compliance |
| March 26 | Annuity Marketing Portal (AMP) Tour & Demonstration | Tom McLaren, President, ALLPro Direct Marketing Scott Hinds, Membership and Development Director, NAFA |
| February 26 | Cyber Security & Data Breach – Insurance Needs for the Annuity Professional | Scott Reid, National Marketing and Membership Director, National Association of Professional Agents (NAPA) |
| January 22 | Decoding Risk Control Indices in Fixed Indexed Annuities | Alan Grissom, Global Head of Insurance, and Vinit Srivastava, Senior Director, Strategy Indices for S& P Dow Jones Indices |