NAILBA

🗞️ We’re thrilled to welcome Jim Bowman and Sean Wickersham to the NAILBA Board! As seasoned leaders with extensive experience in the life brokerage industry, Jim and Sean bring a wealth of knowledge and a commitment to driving innovation in the brokerage community. NAILBA also extends heartfelt thanks to Tori Van Dusen-Roos and John Felton for their outstanding service as they conclude their Board terms. With the passionate leaders serving on our Board, the future of independent life brokerage is brighter than ever! 🌟 #NAILBA #Leadership #LifeBrokerage Diana Greenberg, Seixas Milner III, Darius Bakhtiar, Jim Bowman, Chad Druvenga, Lorrie Gibbons, Jason Grover, Angie Hughes LTCP, Jason Kidd, CLF, Stacey Lawler, CLU®, Brad Mendenhall, Sean Wickersham, James Wong, Warren May, Bonnie Godsman, CPBC, Margaret Brueck, Erin Roosa, Marc Cadin

Want to stand out in today’s competitive financial landscape? 🚀 NAILBA’s certification programs give you and your team the tools to excel, build trust, and deliver exceptional value to clients. 📚 Certifications Available: ✅ Case Manager ✅ Underwriting ✅ Licensing/Contracting ✅ Case Design Why it matters: 🔹 Deepen client relationships with proven strategies. 🔹 Gain credibility as an industry leader. 🔹 Stay ahead in an ever-evolving market. Elevate your expertise and career with NAILBA certifications: https://lnkd.in/gpV3rP34 Ready to lead the way? 🌟 #NAILBA

The countdown to #NAILBA44 begins—mark your calendars for November 10-12, 2025! We can't wait to see you in Dallas! #NAILBA44

💡 Celebrating 30 Years of Innovation with the NAILBA Community Listen as Bill Atlee, Chief Innovation Officer at iPipeline, shares their experience of 30 years of partnership with NAILBA. As they look ahead, iPipeline's commitment to you remains steadfast: ✅ Speed to Market: Ensuring your products reach the market faster. ✅ Speed to Value: Maximizing ROI and adoption. ✅ Speed to Inforce: Accelerating the process from application to commission. Together, let's continue driving innovation to support success in the brokerage community. 🚀 #NAILBA #iPipeline #Innovation #Partnerships #30YearsStrong

Are you aware that, on average, NAILBA members have the opportunity to save up to 15% on their E & O Insurance? This exclusive program offers a competitively priced, comprehensive E & O solution that is tailored specifically to your needs. Learn more: https://lnkd.in/g5rXMRZp

📚 Elevate Your Expertise. Advance Your Impact. In today’s dynamic financial landscape, staying ahead means mastering the skills that set you apart. NAILBA's certification programs are designed to give you and your team the tools and knowledge to excel, build trust, and deliver exceptional value to clients. Whether you’re looking to deepen your expertise or elevate your career, the NAILBA Case Manager, Underwriting, Licensing/Contracting and Case Design certifications equip you with practical insights and a competitive edge. Why Certifications Matter: 🔹Build deeper client relationships through proven strategies. 🔹Gain credibility and recognition as an industry leader. 🔹Stay ahead of the curve in an evolving market. 👉 Learn more: https://lnkd.in/gpV3rP34 #NAILBA #Finseca #ProfessionalDevelopment #NAILBACertifications #FinancialSecurity

Have you ever wondered: What Will Retirement Look Like in 2030? 🌟 At #NAILBA43, Chris Orestis, CSA from Retirement Genius hosted an eye-opening panel with Peter Hershon, CLU® ChFC®, Nathan Jacobson, Corey J. Luke CHFC, CLU, MBA and Victor Sanchez, MBA exploring how retirement is evolving amid rapid shifts in America’s demographic, economic, and political landscapes. With Baby Boomers beginning to turn 80 in 2025, this panel of experts dove into the key dynamics shaping the future of retirement over the next five years: 💡 Economic, demographic, and political shifts 📋 Innovative insurance and financial planning solutions 🔑 Political challenges affecting retirement 🤖 Advancements in technology, underwriting, and longevity A highlight of the session? The unveiling of a groundbreaking Research Paper that framed the discussion and will inspire a multi-part series in Aspire Magazine. The insights shared are critical for advisors, insurers, and anyone looking to navigate the challenges and opportunities of this transformative period in retirement planning. #NAILBA #RetirementGenius #RetirementPlanning #FinancialSecurity

We’re proud to announce the 2024 NAILBA Charitable Foundation Grant Recipients! 🎉 This year, the Foundation awarded $155,000 to 41 deserving organizations dedicated to uplifting underserved communities and driving meaningful change. Now in its 22nd year, the Foundation has donated more than $1.6 million over the past four years to causes close to NAILBA members’ hearts. A special highlight of 2024 is the prestigious Felton Grant Award, presented to You’re Not Alone. This incredible organization received $20,000 to expand its vital work in mental health advocacy and suicide prevention. The funding will support therapy dog teams at 10 schools in the Monticello, Minnesota area, providing students with safe spaces, unconditional love, and critical mental health support during the 2024–2025 school year. 🐾💙 We extend our gratitude to every member and supporter who makes this impact possible. Together, we’re creating lasting change! #NAILBAFoundation #CharitableGrants #MentalHealthAdvocacy #MakingADifference

At #NAILBA43, we hosted an insightful breakout session, Private Equity & Life Insurance: Understanding the Dynamics and Implications, led by industry expert Bobby Samuelson. 🌟 With over $500 billion in life insurance liabilities acquired by insurers and reinsurers backed by institutional asset managers—including private equity firms and credit originators—this is a topic shaping the future of our profession. Attendees explored whether these developments signal doom or modernization for the industry, discovering that the reality lies somewhere in between. Bobby’s session provided a deep dive into the dynamics at play, sparking valuable discussions on how these shifts impact brokers, carriers, and clients alike. Thank you to MassMutual Strategic Distributors for sponsoring this session and to Bobby and everyone who participated in this thought-provoking conversation. Let’s keep the dialogue going! #NAILBA43 #LifeInsurance #PrivateEquity #IndustryInsights

We’re already looking ahead to #NAILBA44, and we want your input to make it the best yet. Your voice matters because you are the future of NAILBA. This isn’t about tradition—it’s about embracing new ideas and delivering an event that meets your expectations and provides real value. By completing the survey, you’ll help us: ✅ Create an experience tailored to all attendees. ✅ Ensure value for everyone’s investment. ✅ Shape an event aligned with your needs. Let’s get this right—together. If you attended #NAIBA43, please take a moment to share your thoughts and help us elevate NAILBA 44! https://lnkd.in/gEmtZSy8 Warren May, Dan LaBert, Seixas Milner III, Diana Greenberg, Chad Druvenga, Tori Van Dusen-Roos, Darius Bakhtiar, John Felton, Lorrie Gibbons, Jason Grover, Angie Hughes LTCP, Jason Kidd, CLF, Stacey Lawler, CLU®, Brad Mendenhall, James Wong, Erin Roosa, Bonnie Godsman, CPBC, Margaret Brueck, Marc Cadin