Special offer for non-members: If you're referred by a NAIFA member, your non-member registration fee will be reduced to the member rate. Enter the referring member's name during registration and then enter promo code TRYNAIFA on the checkout page.
Need assistance registering? Call our Member Experience Team at 877-866-2432.
NAIFA-Tennessee has secured a room block at the Homewood Suites in Brentwood, TN. To reserve your room, call the hotel directly at (615) 377-3332 ext. 2100 and reference the NAIFA TN group name along with your arrival date.
Approved for 1 CEC
Participants will learn how to recognize and analyze common deficiencies in buy-sell agreements, including valuation, funding, transfer restrictions, triggering events, and failure to coordinate business owners’ succession and estate plans, and will gain practical strategies for improving the effectiveness of ownership transition planning for closely held businesses.
Click here to learn more about Kathleen.
Approved for 1 CEC
Artificial Intelligence is rapidly reshaping the insurance and financial services profession. This will provides participants with a practical understanding of the latest AI technologies, including Large Language Models, Agentic AI systems, workflow automation, AI-powered client engagement, voice agents, AI call centers, social media systems, digital authority building, and modern prospecting strategies.
Participants will learn how AI can be used not only for productivity and client service, but also for ethical prospecting, personal branding, digital authority building, client acquisition, and professional practice growth.
Special YAT Lunch with Panos
Young Advisor Team (YAT) members are invited to join Panos for an informal lunch discussion on AI, the future of the financial services profession, industry trends, career development, and an open Q&A.
Click here to learn more about Panos.
Approved for 1 CEC
Identify the key habits and behaviors that distinguish top-performing sales professionals and learn how to build those habits into your daily routine.
Understand the complete sales cycle, including prospecting, discovery, presentations, closing techniques, objection handling, and referral generation.
Apply proven strategies to strengthen communication skills, build trust, and create meaningful client relationships throughout the sales process.
Develop practical time management and planning techniques to improve productivity, prioritize high-value activities, and achieve consistent results.
Recognize the importance of accountability, practice, and continuous skill development in achieving long-term professional success.
Explore how mindset and perspective influence decision-making, resilience, and overall sales performance.
Create a personalized action plan to identify growth opportunities and implement strategies for ongoing professional development.
Click here to learn more about Connor.
Copyright © 2023 NAIFA TENNESSEE
600 State Street, Suite A
Cedar Falls, IA 50613
Ph: 615-904-6013
Fax: 703-770-8224
info@naifatn.org
