In order to receive the CFP Board granted CE for a specific session, participants must verify attendance at the beginning of the session and submit the CE Knowledge Check form within 30 minutes of session completion.   Both attendance verification and knowledge check submission will require the use of QR codes. If you anticipate you will require assistance in order to successfully meet the reporting requirements, you must see the Finseca staff member assigned to your breakout room BEFORE the start of the session.   Upon successful completion, the Finseca team will provide you with a certificate of completion within 7 business days of the end of the conference.   By the end of this session learners will be able to: Participants will be able to analyze the financial impact of life insurance and long-term care scenarios using quantitative comparisons.  Participants will be able to evaluate the role of insurance in addressing income replacement, longevity, and healthcare-related risks.  Participants will be able to apply simple financial calculations to illustrate trade-offs between insured and uninsured outcomes.  Participants will be able to communicate insurance concepts using objective, data-driven explanations that support client understanding.    Read more

We know how COLI supports executive benefit plans. The Legacy Life Executive Benefit® builds on that idea by pairing COLI with a charitable legacy tied to key executives. In this session, we will walk through how the strategy works, how it is structured, and where it may fit within a company’s broader executive benefit design.  You’ll see how a company can place cash and cash equivalents from their retained earnings into life insurance, grow them on a tax-deferred basis, and use the eventual death benefit to support both executive planning and charitable giving. The session will focus on the mechanics of the strategy, design considerations, and the types of situations where it may be worth exploring.  By the end of this session learners will be able to: Participants will be able to explain how Corporate-Owned Life Insurance (COLI) can be structured to informally fund both executive benefits and charitable giving objectives.  Participants will be able to describe the key design elements and cash flow mechanics of the Legacy Life Executive Benefit strategy.  Participants will be able to evaluate the tax treatment and financial implications of using retained earnings to fund COLI within an executive benefit plan.  Participants will be able to identify appropriate client and corporate scenarios where a COLI-based philanthropic strategy may be suitable    Read more

L&Cs are required to renew their certification every two years (from the date of passing the final exam). To maintain the certification, L&Cs must complete two (2) continuing education courses designed for advanced case managers. These webinars will be 30-60 minutes in duration and are available on-demand. Once the ongoing professional development requirement has been completed ($50), the NCCM renewal application fee to maintain the certification is $99. Total investment: $149. Read more

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As payment expectations accelerate across every industry, insurance remains one of the few where commission payouts still take 30–45 days. That delay is no longer just an operational inconvenience, it’s becoming a competitive liability. This webinar will explore how payment speed directly impacts producer retention, recruiting, and growth, and why leading agencies are modernizing their commission infrastructure to keep pace. We’ll examine the operational constraints that slow payouts today and how faster, more reliable payments can unlock measurable revenue impact. We’ll explore:  Why payment speed is emerging as a key differentiator in producer retention and recruiting The hidden operational and financial costs of delayed commission payouts How leading agencies enable faster payouts without sacrificing accuracy or control What foundational systems are required to support scalable, accelerated payments   Read more

Medicare is often seen as a niche line of business for health-focused agencies, but the reality is that it’s quietly influencing producer loyalty, client retention, and agency relevance across the life and annuity space.  This session is designed for NAILBA member BGAs and their operations leaders who want to:  Understand how Medicare Advantage and Medicare Supplement trends are shaping the broader insurance distribution ecosystem.  Evaluate the operational and competitive risks of not having a Medicare strategy even if you never plan to sell it directly.  Identify process and tracking approaches that protect revenue when working across multiple carriers and commission structures.  We’ll explore:  The latest enrollment data and growth patterns in Medicare Advantage and Medigap—and what they signal for producer behavior.  How competitors outside the life space use Medicare as a “relationship entry point” with clients.  Where commission management challenges emerge in a multi-product, multi-carrier environment, and strategies to address them.  You’ll leave with an understanding of the Medicare landscape and a framework for evaluating whether and how it should factor into your BGA’s retention and revenue strategies.  Read more