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Check out photos from NAIFA-New York's 2024 Conference - Elevate Your Game! We can't wait to see you at our next event.
Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.
This half-day symposium will empower you to become a superhuman advisor or manager, and master the tools of artificial intelligence in your agency. New perspectives will open up to your professional horizon, and the important part is that this technology is easy to use!
This presentation is custom designed for insurance and financial professionals, and taught by a NAIFA member and MDRT national speaker. We will offer live demonstrations, making the power of artificial intelligence, and new technology, tangible and accessible to everyone in the audience.
Take the first step toward transforming your practice with AI and new technology tools. Your clients will thank you, and your competitors will wonder how you did it.
Need More Reasons to Attend?
All in a 2-hour presentation that will allow direct Q&A with audience members.
AGENDA:
$35.00 for Members | $55.00 Non-Members
Traditions at the Links
5900 N. Burdick St
East Syracuse, NY 13057
This half-day symposium will empower you to become a superhuman advisor or manager, and master the tools of artificial intelligence in your agency. New perspectives will open up to your professional horizon, and the important part is that this technology is easy to use!
This presentation is custom designed for insurance and financial professionals, and taught by a NAIFA member and MDRT national speaker. We will offer live demonstrations, making the power of artificial intelligence, and new technology, tangible and accessible to everyone in the audience.
Take the first step toward transforming your practice with AI and new technology tools. Your clients will thank you, and your competitors will wonder how you did it.
Need More Reasons to Attend?
All in a 2-hour presentation that will allow direct Q&A with audience members.
AGENDA:
$35.00 for Members | $55.00 Non-Members
Greenberg Traurig NYC Office
One Vanderbilt Ave
New York, NY 10017
Join your NAIFA-NY colleagues at one of 6 locations for a NAIFA Live Watch Party, webinar and lunch on Thursday, November 20 at 11:30amEST. Even though the event is free, registration is still needed so we can advise our hosts who is coming!
Be Irreplaceable: What AI Can't Replace in the Age of Automation
Speaker: Matt Halloran
In a world where algorithms are learning to manage portfolios faster than you can say “fiduciary,” financial advisors face a stark truth—adapt or become obsolete. AI is here. It’s efficient, tireless, and already replacing routine financial tasks. But there’s one thing it will never master: the human connection. In Be Irreplaceable, keynote speaker and communication expert Matt Halloran delivers a jolt of reality—and a roadmap to relevance. Through bold storytelling and actionable strategies, Matt challenges advisors to stop hiding behind scripts and start mastering the one skill no machine can replicate: engaged, empathetic, deeply personal communication.
Learn how to build trust faster, influence deeper, and connect on a level that turns clients into lifelong advocates—because in the age of AI, being human is your last competitive edge.
After completing this training, you will be able to:
1. Admit that AI can do a lot of what you have historically done for clients
2. Learn how AI can actually help you be irreplaceable
3. Learn how the Atomic Content Method works and how it can help you make the connections needed to grow your business organically
Matt Halloran is a co-founder of ProudMouth, the world’s leading influence accelerator for financial advisors. He has appeared on over 1,000 podcasts. As well, Matt is the host of ProudMouth’s Top Advisor Marketing Podcast, where he and industry leaders empower advisors to become trusted, recognized authorities. Matt is the author of “The Social Media Handbook for Financial Advisors,” the first social media book for financial services. As one of the world’s leading experts on influence for financial advisors and other professional experts, Matt Halloran is a highly sought-after and acclaimed keynote speaker who has been invited to present to audiences at companies like Orion, MarketCounsel, and Hightower, and has been a featured speaker at many events, including Jolt, Carson Excell, Fearless Investing, and the FPA Annual Conference.
You will have your choice of 2 locations during the registration process. Even though the event is free, registration is still needed so we can advise our hosts who is coming!
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Help amplify the voice of our industry, and your clients, in Albany during NAIFA-New York's 2026 Legislative Day on May 6. We are honored to co-host our day at the Capitol with the leadership of the Life Insurance Council of NY!
State Legislative Days are crucial to our grassroots advocacy strategy. The event brings insurance professionals and financial advisors together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the industry.
The Chapter will arrange all meetings with your Senator and Assembly representatives. You just need to register in advance! If you've never met your elected officials, please attend for the first time! Our lobbyists will provide training about talking points to discuss with your lawmakers. And you can be partnered with a NAIFA-NY board member who has extensive experience and can accompany you to meetings.
Join us for an unparalleled experience where industry leaders, advocates, and professionals converge to champion the future of the insurance and financial services sector. This dynamic event promises a day of impactful discussions, strategic networking, and direct engagement with policymakers.
Strategic Advocacy: Elevate your voice as we navigate the evolving legislative landscape together. Dive into crucial discussions on policy changes, industry trends, and the impact on insurance professionals and clients.
Networking Opportunities: Forge connections with like-minded professionals, industry leaders, and policymakers. Expand your professional network and collaborate with those driving positive change in the insurance and financial services arena.
Capitol Hill Engagement: Experience the unique opportunity to engage directly with legislators and policymakers in Albany. Advocate for your clients, industry, and profession, leaving a lasting impact on the decisions shaping our future.
Free for Members!
Join your NAIFA-NY colleagues at one of 2 locations for a NAIFA Live Watch Party on Thursday, September 18 beginning at 11:30am. A light lunch will be provided! Come hang out with your NAIFA friends and learn marketing techniques to highlight life insurance awareness month.
You will have your choice of 2 locations during the registration process. Even though the event is free, registration is still needed so we can advise our hosts who is coming!
John Schwartz, the Founder and President of the Center For Combating Elder Financial Abuse, will discuss how to detect and stop financial predators from stealing seniors' life savings.
The Center For Combating Elder Financial Abuse takes a unique approach in detecting and combating elder financial abuse - we look at the crime through the eyes of the financial predators.
Mr. Schwartz will explain how financial predators deliberately target, groom, and take control of seniors' life savings. He will also share strategies that seniors can use immediately to protect themselves and their savings.
Leaders have a vision that inspires confidence in themselves and others. Join NAIFA leaders Jesse Dogillo, Kathleen Owings, and John D. Richardson as they share the vision that drove them to the top of the industry and now fuels their own flywheels of success. Be inspired as our peer panel discusses how they move beyond meeting their business goals to living a life of purpose, meaning, and service.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a free members only event.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a free members only event.
Help amplify the voice of our industry, and your clients, in Albany during NAIFA-New York's 2025 Legislative Day on May 7th. We are honored to co-host our day at the Capitol with the leadership of the Life Insurance Council of NY!
State Legislative Days are crucial to our grassroots advocacy strategy. The event brings insurance professionals and financial advisors together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the industry.
The Chapter will arrange all meetings with your Senator and Assembly representatives. You just need to register in advance! If you've never met your elected officials, please attend for the first time! Our lobbyists will provide training about talking points to discuss with your lawmakers. And you can be partnered with a NAIFA-NY board member who has extensive experience and can accompany you to meetings.
Join us for an unparalleled experience where industry leaders, advocates, and professionals converge to champion the future of the insurance and financial services sector. This dynamic event promises a day of impactful discussions, strategic networking, and direct engagement with policymakers.
Strategic Advocacy: Elevate your voice as we navigate the evolving legislative landscape together. Dive into crucial discussions on policy changes, industry trends, and the impact on insurance professionals and clients.
Networking Opportunities: Forge connections with like-minded professionals, industry leaders, and policymakers. Expand your professional network and collaborate with those driving positive change in the insurance and financial services arena.
Capitol Hill Engagement: Experience the unique opportunity to engage directly with legislators and policymakers in Albany. Advocate for your clients, industry, and profession, leaving a lasting impact on the decisions shaping our future.
Free for Members!
Albany Capitol Building
State St and Washington Ave
Albany, NY
NAIFA National's CEO, Kevin Mayeux, will be honored at the annual gala of the Chinese American Insurance Association Year of the Snake! NAIFA-NY will be in attendance with 2 tables of attendees. Come join us and celebrate the successes of the insurance industry in New York State!
For information about how to register, contact Theresa-Lee@L3Advertising.com.
5:30 pm - Cocktails
7:00 pm - Chinese Banquet
Royal Queen Restaurant
136-20 Roosevelt Ave
New World Mall, 3rd floor
Flushing, NY 11354
Register now for the March NAIFA Live, our monthly webinar offerd on Thursday, March 20th at 12pmEST.
Nearly half of Americans know someone struggling with addiction, making substance use disorders a reality that financial professionals can’t afford to ignore. As the opioid epidemic continues to devastate families, its financial impact extends beyond personal hardship—costing the U.S. economy over $1 trillion annually and directly affecting careers, retirement plans, estates, and marriages. The responsibility of financial advisors goes beyond traditional wealth management. Addiction can drain financial resources, create estate planning complications, and leave loved ones vulnerable to long-term financial distress. This course equips financial professionals with the knowledge and tools to identify financial red flags, understand the legal and planning challenges posed by addiction, and implement proactive strategies to safeguard their clients’ financial futures. By integrating personal narratives, case studies, and financial planning solutions, this session provides actionable steps to help clients navigate the financial fallout of substance abuse—while ensuring advisors are prepared for the difficult conversations that come with it.
Your role as a financial advisor is more than managing money—it’s about protecting financial legacies. Gain the knowledge to help clients before it’s too late.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance to receive the webinar link and instructions. This is a members only event.
Come out to and join your NAIFA-NY colleagues at one of four locations for a NAIFA Live Watch Party and lunch on Thursday, February 20th beginning at 11:30 am.
Systematizing Your Life & Annuity Success with Carson Porter
The first time Carson Porter became a top 3 Cash Value life and Annuity producer on a national level was his 2nd year in the business. He was rewarded with an invite to a retreat to for those who were on track for club level achievements. While he was sitting on the beach in Coronado, another long-time top producer said “Congratulations Mr. Porter but can you do it again? The real trick is to not be a one time or a one trick pony.” Since then, Carson has spent the last decade studying, understanding, and implementing the systems, tools, and processes that ensure that he can guarantee his desired effective outcome year in and year out.
Join Carson Porter as he shows you how to systemize your success in term and cash value life insurance production, and annuities. Then go beyond to the next level as Carson reveals how you can build and scale a profitable and ethical agency that is always relevant.
You will have your choice of one of the four following locations during registration:
Garden City (Long Island) - Offices of Lee, Nolan & Koroghlian Assoc, 900 Stewart, Suite 260, Garden City, NY 11530
Buffalo - Prudential Office, 100 College Parkway, Suite 220, Williamsville, NY 14221
Rochester - Prudential Office, 1000 Pittsford Victor Rd, Suite 2E, Pittsford, NY 14534
Syracuse - Prudential Office, 500 Plum St., Syracuse, NY 13204
Even though the event is free, registration is still needed so we can advise our hosts who is coming!
Time for our final NAIFA Live Watch Party of the year! Come out to Offices of Northeast Financial Group for a NAIFA Live Watch Party on Thursday, November 21st beginning at 11:30 am.
Leveraging Life Insurance for Tax-Free Retirement
Tom Love, The Breakaway League
Bio:
Tom Love, CEO and financial coach with 47 years of experience, is a two-time MDRT speaker and founder of The Breakaway League. His mission is to educate advisors on leveraging the tax code to build wealth. Starting his career at Mutual of New York and later leading sales at Ohio National, Tom now has over $3 billion in client assets. Based in Nashville, he’s also an accomplished author and mentor, passionate about sharing his insights through his book Turning Clients into Advocates, The Life Insurance Owner’s Manual, and numerous speaking engagements.
Description:
In this presentation, we'll explore how life insurance policies can be a powerful tool in creating tax-free cash flow for clients during retirement. We'll dive into advanced strategies like utilizing life insurance loans. By using assets as collateral, clients can access funds without selling investments or disrupting long-term growth plans. Join us to learn how you can help clients make informed decisions and achieve secure, flexible retirements, with life insurance and collateral-based strategies as key components that:
We hope you will join us for this phenomenal event!
Member Only Event | Free
Event Location & Sponsored by:
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Offices of Northeast Financial Group
17 Lumber Rd
Roslyn, NY 11576
Join us in Melville on September 10th for NAIFA-New York's 2024 State Conference. Last year was a SOLD OUT performance in Manhattan, and 2024 is already guaranteed to be the same! Returning for a repeat performance is our keynote speaker, Delvin Joyce, CFP, CLU, ChFC, RICP. We can't wait to see you there!
Marriott Melville Long Island
1350 Walt Whitman Road
Melville, NY 11747
In follow-up to the NAIFA-New York webinar held jointly with NYS DFS to educate NAIFA members on their cybersecurity compliance requirements, the DFS has issued a new “cheat sheet” document to guide independent agents about how they can be in compliance with their new cyber regulations.
This template is intended for individual licensees who qualify for a section 500.19(a) limited exemption under the Cybersecurity Regulation, meaning:
(1) The individual licensee and its affiliates combined have fewer than 20 employees and independent contractors;
(2) The individual licensee must have less than $7,500,000 in gross annual revenue in each of the last three fiscal years from all business operations of the licensee and the business operations of its affiliates in New York State; or
(3) The individual licensee must have less than $15,000,000 in year-end total assets, including assets of all affiliates.
Laura Evangelista, Esq., legislative counsel for NAIFA-NY and was the former executive deputy superintendent at DFS, will teach this hands-on webinar. She will walk you through each section of this 19-page guidebook, and address your questions about compliance requirements.
Your independent agency is NOT considered exempt under these new regulations, and this webinar will address why, and how you can be in compliance and avoid costly fines.
This is an essential webinar for independent agents. NAIFA-NY is thrilled to bring this members-only resource to your door to address confusion that continues to be raised regarding if you are in compliance.
In a one-hour webinar Monday, July 22 at 10am EST, Ms. Evangelista will explain and address who does and does not qualify for exemptions from the regulation and the compliance obligations for an exempt producer.
In 2023, the New York Department of Financial Services (DFS) implemented amendments to New York’s cybersecurity regulation, known as Part 500. These new cybersecurity regulations impact every insurance producer who is licensed in New York—both resident and non-resident license holders.
Don’t miss this unique opportunity to hear directly from DFS. Register now to attend this important webinar. You must pre-register in order to receive the event link. Here is the PDF handout to reference during the event. See you then!
