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NAIFA Members Provide Financial Independence

NAIFA's Apex East conference is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others.

This year’s Apex East will be October 24, 2023, and registration is now open.

Launched last year as a highly successful event at the Arizona Biltmore in Phoenix, this year Apex comes East and will take advantage of top-rate meeting facilities at NAIFA’s new headquarters located in Arlington, VA. The first-class office building, which houses NAIFA on the 18th floor, includes a 12,000-square-foot modern Conference Center and Lounge that are perfect for hosting a dynamic conference and networking event like Apex East.

The building is in the heart of Arlington’s Rosslyn neighborhood, bustling with restaurants and retail outlets, and features spectacular views of the Washington, D.C. skyline. Apex attendees will be treated to a special rooftop reception following the conference.

Capped at 100 registrants, Apex is big enough to matter but small enough to ensure everyone who attends has quality networking opportunities with the top industry professionals who comprise our highly sought-after presenters and with fellow attendees.

“This is an event you simply don’t want to miss,” said NAIFA President Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP. “Apex is designed to benefit all advisors by providing peer-to-peer learning. The strict limit of 100 attendees assures you of getting meaningful face time with top presenters and high-performing professionals from associated businesses. The conference facilities at our new NAIFA home will provide a perfect backdrop as we overlook our Nation’s Capital and are continuously reminded of the work that only NAIFA does at the state, interstate, and federal levels. Apex East is a great opportunity for NAIFA members to reconnect and for candidates for membership to experience the educational side of NAIFA.”

With sessions focused on everything from personal wellness to mindfulness to proven prospecting ideas, Apex East takes a holistic approach to improving performance and is designed to give insurance and financial professionals a meaningful boost as they pursue their highest level of success.

Scheduled keynote speakers include:

  • Shailini George, Professor at Suffolk University Law School and a well-being advocate, will present “The Cure for the Distracted Mind.”
  • Max Major, The Mind Hacker, is a world-renowned mentalist and expert in influence and body language. He has performed and enlightened audiences at corporate events around the world.
  • Ron Lee, Vice President, Advanced Markets and Brokerage Field Relations at Mutual of Omaha will present “Insurance as an Asset.”

Apex East is brought to you by NAIFA with the help of our sponsors: Brookstone Capital Management, CalSurance, GBU Life, Kansas City Life, Mutual of Omaha, Premier Marketing, and SalesScreen.

Registration is open and information on sponsorship opportunities is available at: apex.naifa.org/2023. Agencies and firms are invited to join as a group. Groups of 10 or more are eligible for registration discounts.





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