*Please note, the NAILBA Summer Symposium will be hosted on the exact same platform as NAILBA Engage 2020-21.

Given the 1,800+ Engage Registrants, your address may already be registered. Please confirm by clicking above link! HERE

Proudly Supported by

About the Event

The NAILBA Summer Symposium is a two-day, online educational conference focused on sales, innovation and industry updates throughout independent distribution. The virtual event is geared toward all Brokerage General Agency personnel, Carrier Executives, Sales Teams, and Product and Service providers looking for new insights into ways to increase profitability by adjusting to current environment.

The FREE two-day (June 22 and June 24) virtual symposium will feature experts from all sectors of the industry. Our mission is to provide every attendee with tools and actionable takeaways to help their business be in the best position to thrive as we navigate toward a more dynamic future for all of independent distribution.


The NAILBA Summer Symposium 2021 agenda is focused on looking forward. Together, we can "crack the code!" Between the global pandemic, lockdowns, and adjustments via technology (accelerated underwriting), professionals in all sectors of the industry had to shift gears in order to navigate the uncertainty that ensued—particularly when it came to sales and marketing.

Per the Wall Street Journal, U.S. households from a range of incomes are buying more life-insurance policies than in years past. The number of life-insurance policies sold jumped 11% in the first quarter from a year earlier, the biggest gain since 1983, according to the industry research firm Limra. The boost extends the sales increases that began last year as deaths related to Covid-19 led many consumers to buy coverage.

Now is the time to navigate this increased demand utilizing the latest sales and marketing technologies. Learn "What thought leadership is – and what it’s not (HINT: It’s not a sales pitch)," how to strategically enhance both advisor and consumer engagement and metrics, metrics, metrics...if it can be measured, it can be improved. We’ve invited leading experts to talk on all these topics and more. As you can always expect from NAILBA, a heavy dose of LEADERSHIP discussion will be present throughout the symposium.


Keynote Speakers:

Kelly McDonald

Using Thought Leadership to Grow Your Business and Your Brand

Admiral Sandra Stosz

United States Coast Guard (Ret) Vice Admiral & Fmr. Superintendent of the United States Coast Guard Academy Breaking Ice and Breaking Glass: Leading in Uncharted Waters

Panel Discussion Highlights:

Employment Law Implications of Covid-19

During this session, Edward Easterly of Hlavac & Easterly Attorneys at Law will discuss the many ways in which the COVID-19 pandemic has impacted businesses and employers. Legal issues that will be discussed include the COVID-19 vaccines (can you mandate? can you “card” individuals?), furloughs and layoffs, “reopening” the workplace, mask mandates (for employees, visitors, and guests), and more. Attorney Easterly will provide information and guidance on how to avoid lawsuits and provide guidance to clients during this trying time for businesses.

The Modern Tech Sales Experience: Discover how Modern Technology is Transforming Sales Experiences

Today’s technology paradigms are offering exciting opportunities to automate and streamline sales through unified technology. Modern technology provides a better user experience for agents, drives adoption, and ultimately improves operations and drives down costs. By leveraging modern technology, producers are no longer stuck having to jump through multiple disparate technology solutions to get through the sales process. Instead, producers and clients are experiencing enhanced and accelerated sales experiences. Hear from our carrier and distributor panelists how they are leveraging the power of modern technology to eliminate duplication and offer agents tools that provide an end-to-end, cohesive sales process and experience.

Social Security Expertise: 5 Reasons To Consider Offering Social Security Advisory Services, NRSSA

The Social Security claiming decision is more complex than many retirees, and their retirement professionals, may realize. Without a comprehensive and detailed analysis of all claiming age scenarios, retirees can miss out on tens, and even hundreds, of thousands of dollars over their lifetimes. With over 75 million Baby Boomers and 10,000 reaching eligibility every day, the current environment for expert Social Security advice has never been higher. NAILBA members with the Social Security expertise to provide advice on this universal retirement topic will differentiate themselves and their businesses. Social Security advisory services can add value, attract new clients, and increase the profitability of businesses by responding to the current high demand for this service.

The Economy is Reopening, so What Does “Normal” Look Like Now?

As the shutdowns begin to lift, new “table stakes” are emerging for life distribution. The accelerated adoption of novel technologies has changed how products are sold as well as customer expectations. In this session, we will hear from our panel how the innovations resulting from the recent pandemic will impact the distribution of life insurance moving forward. What did we learn and what needs to be different?


Tuesday, June 22

10:30am EDT

NAILBA Summer Symposium Virtual Expo Hall

11:00am EDT

Welcome to NAILBA Summer Symposium Day 1

Katie Fehlinger

Dan LaBert

11:10am EDT

NAILBA Industry Update

Jason E. Lea CFP®

11:25am EDT

Spotlight Solution: The Modern Tech Sales Experience, Discover how Modern Technology is Transforming Sales Experiences.

Doug Massey

Lasse Ljung

Laura Segraves

Ryan Pinney LACP

Teri Townsend, MBA, PMP

12:00pm EDT

7702 Response Interview: John Hancock

Patrick Bowen

12:15pm EDT

Using Thought Leadership to Grow Your Business and Your Brand

Kelly McDonald

12:45pm EDT

7702 Response Interview: Prudential

Doug Winkler

Patrick Bowen

1:00pm EDT

Data Security Best Practices & Digital Tools for BGAs and Advisors

Krish V. Krishnan

1:30pm EDT

Spotlight Solution: Lexis Nexis Risk Solutions

Katie Fehlinger

1:45pm EDT

Panel Discussion: The Economy is Reopening, so What Does “Normal” Look Like Now?

Tim Klusas

Denis Clifford

Chris Behling

Patrick Bowen

Thursday, June 24

10:30am EDT

NAILBA Summer Symposium Virtual Expo Hall

11:00am EDT

Welcome to NAILBA Summer Symposium Day 2

Dan LaBert

11:05am EDT

NAILBA Foundation Update: Grant Applications, IMO Matching, Casino Night, Golf Tourney & More

Kelly Maheu

Jim Sorebo

11:15am EDT

Carrier Panel Discussion: Paperless Trends in the Market

Jennifer Torneden

11:45am EDT

Carrier Interview: Prudential

Keith Bexell

Dan LaBert

12:00pm EDT

7702 Response Interview: Carrier TBD

Patrick Bowen

12:15pm EDT

Breaking Ice and Breaking Glass: Leading in Uncharted Waters

Sandra Stosz

Dan LaBert

12:45pm EDT

Spotlight Solution: “ExecuDex”, Bringing InstApproval and Funding Bonus to Consumers

David Gruenzner

Steve Sanders

Nathan Jacobson

Dan LaBert

1:10pm EDT

Employment Law Implications of Covid-19

Edward J. Easterly Esq

1:40pm EDT

Spotlight Solution: Reimaging Your World of Work

Dan LaBert

Kathryn Loheide

1:55pm EDT

Panel Discussion: Data Trends & Carrier Champions

Scott Fergusson

2:25pm EDT

Social Security Expertise: 5 Reasons To Consider Offering Social Security Advisory Services

Martha Shedden, CRPC, RSSA

Frequently Asked Questions

General admission is complimentary to insurance professionals.
NAILBA will be promoting the Summer Symposium to 342,000 in the independent distribution market. BGA/IMO/FMO and Carrier executives, as well as Life/ Health/ Annuity producers
The virtual platform, vfairs, will send you a link to build out your booth in their simple, easy to follow program. You will need to choose your color scheme, logo and any PDFs, Documents and videos you with to share in your booth. If you have any questions, you can contact swells@nailba.org for personalized guidance.
Just as in the in-person event, exhibitors and sponsors will receive attendee list, as well as those that specifically download information at your booth. The attendee list and updates will be emailed after the conclusion of the summer symposium.
Go to the tech support chat room from, accessible from the information desk or email NAILBA@getvfairs.io