Independent life insurance distributors want to know more about what’s in the minds of registered investment advisors.
The National Association of Independent Life Brokerage Agencies (NAILBA) has responded by adding a session on working with RIAs to the agenda for its 38th annual meeting
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NAILBA started the three-day meeting today in Grapevine, Texas. Grapevine is a Dallas suburb.
Tiffany Markarian, marketing strategist at Advantus Marketing, is preparing to run the RIA session at 2:45 p.m. Friday.
Markarian will discuss fee-based and fee-only RIAs, and what RIAs need from insurance firms to serve their clients.
Bryan Eshelbrenner, director of product management for the Ebix SmartOffice platform, will talk about another hot topic at 3:45 p.m.: life and annuity product performance illustrations.
The Ebix WinFlex system can help agents create life and annuity product illustrations. Eshelbrenner will talk about what Ebix has learned from analyzing a database of 16 million illustrations.
Another session, a chief executive officer panel discussion, will feature executives from AXA U.S., John Hancock, Legal & General America, and Proformex.
The list of event sponsors includes 10 sponsors: AXA Equitable, iPipeline, John Hancock, Lincoln Financial Group, Nationwide, North American Company for Life and Health Insurance, OneAmerica, Pacific Life, Principal Financial and Prudential Financial.
NAILBA lost $556,483 in 2017 on $2.6 million in revenue and $3.1 million in total assets, according to the most recent Form 990 annual report available for NAILBA at FoundationCenter.org.
NAILBA’s 2016 annual meeting generated about $1.7 million in annual revenue.
— Read Myra Palmer to Lead NAILBA, on ThinkAdvisor.