Social Security Unlocked: Maximizing Benefits & Guiding Your Clients - Webinar

May 15, 2025

12:00 - 1:00 PM MST

AI is changing the business landscape by the day, and NAIFA is here to keep you current.

Join Jon Seif as he shows how forward-thinking firms are using data and AI to establish relationships and address the needs of their clients. During the webinar, you’ll also see how Catchlight (built in Fidelity Labs) is helping advisors cultivate deeper relationships while cross-selling more of their insurance clients into wealth management.

During Leveraging AI you will:

• Learn key insights about the great wealth transfer and organic growth

• Hear how modern firms are using data and AI to identify, prioritize, and engage with clients

• See a demo of the Catchlight platform (built in Fidelity Investments’ tech incubator, Fidelity Labs)

Congress Is Discussing Your Future.
Shouldn't You Be Part of the Conversation?

If you won't speak up for your business and clients, no one else will.

Decisions made in Washington, D.C., greatly impact your business and clients. Yet, most of our lawmakers are not experts in insurance or financial services or how agents and advisors are critical to the financial security of American families and small businesses.

Your NAIFA-Wyoming board is working hard to get back on course in offering programs, social networking opportunities, and educational experiences. While we are in full planning mode for 2025, the NAIFA-South Dakota chapter has graciously extended an invitation for all Wyoming members to attend their fall conference in Deadwood, South Dakota. Please consider the opportunity to gather with NAIFA colleagues from South Dakota and beyond.

Ready to join the action at NAIFA-Wyoming? Our organization is looking to grow and adapt, and we need your help! Volunteering with NAIFA-Wyoming is an opportunity to discover fulfillment and develop essential leadership skills as you contribute to our mission.

We're looking for individuals like you to step up and get involved. Whether you're interested in serving on our Board of Directors or lending a hand on one of our committees, there's a place for you here. And we can customize a volunteer experience for you to fit your schedule and your time commitment.

The NAIFA-Wyoming Board of Directors has approved a limited number of travel stipends for those attending Apex and the National Leadership Conference in Phoenix on September 19-21. Apex is offering an exceptional line-up of speakers, and the National Leadership Conference (scattered throughout the 3 days) will include insightful sessions for state Chapter Leaders as well as those interested in becoming more involved. The conference will close with the Belong Gala event on Saturday night where we celebrate the successes of 2024 and look toward the future of 2025.

To learn more about the travel stipends, please reach out to us at info@naifa-wy.org. We hope to see YOU there!

June 26^th marks the official day when NAIFA-Wyoming was born. While the Articles of Incorporation weren’t filed until 1979, we know that Insurance and Financial Advisors in Wyoming met as the Wyoming Association of Life Underwriters (WALU) decades before.

Ready to join the action at NAIFA-Wyoming? Our organization is looking to grow and adapt, and we need your help! Volunteering with NAIFA-Wyoming is an opportunity to discover fulfillment and develop essential leadership skills as you contribute to our mission.