• National Leadership Conference

    Omni Shoreham 2500 Calvert Street NW, Washington DC

    We Look Forward to Celebrating Together The National Leadership Conference is NAIFA's annual business meeting, volunteer leadership training conference, and membership awards event to recognize the best of the best within NAIFA Nation. The purpose of the National Leadership Conference is to optimize how we work together so that we are the number one association…

  • Virtual Sales Symposium Series – The Value of Working with a Professional Coach

    ZOOM

    July 27 @ Noon EST The Value of Working with a Professional Coach Presented by Shari Santoriello It seems like coaches have sprung up everywhere these days. Shari will share tips on how to vet and select just the right personal coach for you and your goals. Whether it’s coaching for your career, leadership development,…

  • Virtual Sales Symposium Series – Discover Untapped Markets to Boost Your Career

    ZOOM

    Aug 3 @ 10:00AM EST Discover Untapped Markets to Boost Your Career Presented by Darlene Flagg Whether you’re a seasoned advisor, a new advisor, or somewhere in between, you’ll learn why untapped markets could be your key to boost sales and reach your goals! If you’re looking for ways to expand your business, Darlene can…

  • Virtual Sales Symposium Series – Health Insurance: Inflation Reduction Act

    ZOOM

    Aug 10 @ Noon EST Health Insurance: Inflation Reduction Act Presented by Craig Rodrigue Course Offering #1182875 ~ Provider #654 ~ Course Authority – CE 2-40 Health ~ 1 Hour CE Credit If you a health insurance advisor or you are curious about what’s going on with health insurance costs, the lowering of prescription drug…

  • Virtual Sales Symposium Series – From Financial Professional to Respected Thought Leader – The Career-Boosting Pathway to Ridiculous Success

    ZOOM

    Aug 16 @ 2:00PM EST From Financial Professional to Respected Thought Leader – The Career-Boosting Pathway to Ridiculous Success Presented by Brian Haney Brian will share ways to step up your game and enhance your credibility by becoming a respected thought leader – not just a financial professional. Learn new communications tools which will have…

  • Apex East

    NAIFA Headquarters Building 1000 Wilson Blvd, Arlington, VA

    October 24, 2023 Launched in 2022, NAIFA's Apex conference is designed to be a pure-play sales summit for producers and those in the financial services industry. The Apex design brings together producers with other industry professionals in estate planning law, accounting, technology, performance coaching, wellness, and more to create a dynamic event to take you…

  • National Leadership Conference

    Washington DC Washington DC

    December 3-5, 2023 Washington, D.C. Attendance at the 2023 NLC is crucial for all NAIFA leaders and future leaders. It is where we articulate our strategies for success and ensure we are in alignment as we advance our commitment to serving and empowering NAIFA Nation. It is an event where we learn, grow, and inspire…

  • Apex and NAIFA’s National Leadership Conference

    Phoenix, AZ Phoenix, AZ

    Apex and NAIFA's National Leadership Conference September 19-21, 2024 | Phoenix   Apex Is NAIFA's Race to the Top! September 19-21 at the Arizona Biltmore This year, we have combined two of NAIFA's signature events, Apex and the National Leadership Conference (NLC).  Apex focuses on growing your business, encouraging leadership skills, and developing your personal…

  • 2025 Annual Sales Symposium Cruise

    2025 Annual Sales Symposium Sailing to Success July 24-28, 2025 8 SPEAKERS • CE Available • INSIGHTS, BEST PRACTICES & LATEST TRENDS • QUALITY TIME WITH INDUSTRY EXPERTS & PEERS • COCKTAIL & AWARDS RECEPTION Join NAIFA-Florida for four days aboard Royal Caribbean’s Enchantment of the Seas, departing Tampa, FL, sailing to Cozumel, Mexico and…