Advisor 2020 Workshop

The Forces and Opportunities Shaping Financial Services of the Future


According to Advisor 2020, American households are critically unprepared to secure their financial futures. Most Americans – even in middle to higher-income households – will fall well short of retirement expectations. The good news is that Americans are well aware of their financial predicament and are receptive to guidance from financial advisors.

As life insurance and financial advisors, NAIFA members are uniquely positioned to tap into these markets and shape the future savings patterns and consumer demand for insurance and financial services. The Advisor 2020 Workshop will show advisors how they can redefine the value they bring to their clients in the face of these changing market and financial forces.

“The course forces you to think about the future. Normally we spend too much time working in our business, not on our business.” - Aaron L. Hammer, LUTCF

Advisor 2020 Workshop Schedule

NAIFA - Texas
Date: May 19, 2017
Facilitators: Ruth Shannon & Tina Riffle

States with Approved CE Credits for Advisor 2020 Workshop

Arizona - 4 CE Credits
Arkansas - 5 CE Credits
Colorado - 5 CE Credits
Delaware - 4 CE Credits
Iowa - 5 CE Credits
Maryland - 5 CE Credits
Minnesota - 4 CE Credits
Missouri - 5 CE Credits (4 Specific Life and Health CE)
Montana - 5 CE Credits
Nebraska - 5 CE Credits
New Mexico - 4 CE Credits
Ohio - 6 CE Credits
Pennslyvania - 4 CE Credits
Wisconsin - 5 CE Credits
Virginia - 5 CE Credits


If you'd like to see an Advisor 2020 Workshop in your area, contact your State or Local Association.

Learning Objectives

  • Understand retirement planning and risk management considerations for multiple diverse markets, including Baby Boomers, New Generations, the Middle Market, women, single parents, extended multigenerational families and LGBT families
  • Understand the implications for insurance and risk product design and distribution
  • Understand how advisors can combine excellent communications skills with the right technologies to better serve their clients
  • Learn new ways to educate clients on the effects of industry changes

Program Structure

The Advisor 2020 Workshop is a six-hour program that includes both lecture and interactive participant exercises. All participants are required to read the book, Advisor 2020: The Forces and Opportunities Shaping the Financial Services Advisor of the Future prior to attending the workshop.
 

"Market of the Future” / Market Drivers

  • Retirement Planning and Risk Management – Considerations for the Baby Boomer Market

  • Retirement Planning and Risk Management – Considerations for the New Generations and the Middle Market

  • Group Benefit Considerations for Small Businesses

  • Regulatory Implications for Global Clients

  • Strategies and Summary

“Advisor of the Future” / Change Drivers

  • Retirement Planning and Risk Management – Considerations for Diverse Markets

  • Implications for Insurance and Risk Products

  • Strategies and Summary

Cost

The cost of the Advisor 2020 Workshop is $195 for each participant. This cost includes the primary publication for the workshop, Advisor 2020: The Forces and Opportunities Shaping the Financial Services Advisor of the Future.

The workshop has been approved for CE credits in a number of states with more to follow soon. Workshops will be conducted at the State and Local Association level. Check this page for updates.