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AT- webinar series


Access the Advisor Today Webinar Series Archives

This is just a sample of the webinars you'll find in our archives.

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IUL for Business Owners as an Edge in a Competitive Employee Marketplace
Jordan Skog, J.D., CLU, ChFC, CFP | Senior Advanced Markets Consultant | Allianz


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Annuity Awareness Month: How to Increase Your Annuity Sales
Bryan Albert, Ellen Donovan, Rona Guymon & NAIFA President Bryon Holz

Bryan Albert of Eagle Life, Ellen Donovan of Allianz, and Rona Guymon of Nationwide Financial discuss why annuities are a key part of a holistic financial plan. The session was moderated by NAIFA President Bryon Holz.

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Decumulation Diversification
Schyler Adams | Director, Advanced  Strategies & Planning | Allianz

During this presentation, Schyler Adams of Allianz, analyzed a case study and made adjustments to how we are drawing down our assets to look at the impact has on the Monte Carlo score.

How LifeSecure Supplemental Products Can Grow Your Business


How Supplemental Products Can Grow Your Business: Advisor Today Webinar
Toby Kominek | Sr. National Sales Manager LifeSecure Insurance Company

On May 31, NAIFA's Advisor Today hosted the webinar, "How Supplemental Products Can Grow Your Business." During this presentation, Toby Kominek of LifeSecure Insurance Company shared how supplemental products can provide a whole health solution for your clients and offer advantages to agents looking to grow their business.

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Upcoming Illustration Changes: Advisor Today Webinar
Ryan Mattern, Greg Rohtstein, Steven Patrizio

On March 27, NAIFA’s Advisor Today hosted the webinar “What Advisors Need to Know About Upcoming Illustration Changes," with Ryan Mattern of Modern Life, and Greg Rohtstein and Steven Patrizio of Symetra. In this webinar, our panel explained upcoming regulation changes to Indexed Universal Life Insurance likely to take place in May 2023, and what advisors can do to prepare for these changes.

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Changing The Conversation
Carroll Golden | CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP

On March 23, NAIFA’s Advisor Today hosted the webinar “Changing the Conversation" with NAIFA's Executive Director of the Centers of Excellence and author of the new bestseller How Not to Pull Your Family Apart, Carroll Golden. In this webinar, Carroll shared a three-step formula to show how to incorporate Financial Longevity Wellness in the products/services advisors provide while staying focused on their client’s stories.

Get your copy of Carroll's new book at TheCaringConversation.com.

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Love Your Business
Joe Templin

Many people get burnt out in the insurance and financial services industry because they are spinning their wheels, not making enough money, and not growing as a professional and a person.

In this Advisor Today webinar, join NAIFA Coaches Circle leader Joe Templin, MEC, CEC, CAP, ChFC, CLU, as he teaches you how to have balance and growth, to build a sustainable and profitable business you love.  

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Buying or Selling an Agency – A Focus on Medicare
Dan Mangus | Vice President, Growth & Development | Senior Marketing Specialists

Join Dan Mangus as he guides you through the ins and outs of buying or selling an agency and the top things you need to know when it comes to Medicare.

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4 Life Insurance Opportunities You May Have Missed
Ryan Mattern & Brandon Parry

While many advisors are well-equipped to help their clients evaluate their life insurance needs, some scenarios may call for outside-of-the-box solutions.

Life insurance experts Ryan Mattern and Brandon Parry of Modern Life will walk attendees through four conversations where life insurance is commonly overlooked but can still play an important role in helping advisors secure their clients' futures.
Download the Presentation Slides

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Skate Where The Puck Is Heading: Indexed Whole Life As Your Product Of Choice
Karl Kreunen

In this fast-paced webinar, Karl Kreunen showcases Ohio National’s new Prestige 10 Pay Indexed Whole Life policy. The discussion centers on why this product makes sense today and in the future with a quick overview of the internal workings of the policy. Additionally, this webinar includes a helpful demonstration of relevant sales applications for a multi-pay indexed whole life policy.

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The 3 Step Marketing Plan To Turn Clients Into Raving Fans That Refer And Never Leave
Luke Acree

Why is client relationship marketing important? Learn how to avoid the cycle of chasing new clients from ReminderMedia President and Advisor Today contributor Luke Acree. This webinar will help you discover how top companies create raving fans; learn what type of content to send to your clients and how often; and learn how to connect with spouses, build trust with the next generation, and increase your AUM.

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7 Keys To Create Relationships With The Adult Children Of Your Hnw Clients
Simon Reilly

A significant percentage of financial advisors do not have a meaningful relationship with their clients' adult children. In this webinar, Simon Reilly discusses why many financial advisors don't have a meaningful relationship with their clients' adult children—and what you can do to cultivate those relationships.

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Intentional Gratitude
Dave Resseguie

Dave Resseguie began his career in the financial services industry in August of 2007. He spent 10 years working in leadership roles within both Northwestern Mutual & MassMutual agencies in Chicago, Ft. Lauderdale, & Miami. He specialized these roles in coaching leadership teams and top-performing financial advisors. In April of 2011, Dave began what many refer to as a "side hustle." As Chief Shepherd of The Resseguie Group, Dave works virtually and in-person, with leadership teams & entrepreneurs as they lead themselves, lead others, & lead their businesses.

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Women Matter: The Why And How Of Gender Diversity In Financial Services
Daralee Barbera |Tomasina Skipper | inda Witham

These seasoned Financial Services professionals will address the role of women as advisors, women as clients, and the important tools needed for gender parity in financial services. You'll hear practical strategies for making gender diversity a part of your culture, making everyday language inclusive, and finding women with the potential to excel as financial advisors, as well as practical tips you can start implementing today.