NAIFA PA Events

Join Jon Seif for an exclusive session on how financial firms are using AI and data-driven strategies to strengthen client relationships and drive business growth. This event will showcase Catchlight, developed in Fidelity Labs, and how it helps advisors engage clients and cross-sell insurance to wealth management.

 What You’ll Learn:

✅ Insights on wealth transfer & organic growth strategies
✅ How AI identifies, prioritizes & engages clients
✅ A live Catchlight platform demo to see AI in action

 Choose How to Attend:

📍 In-Person Locations:

📢 FREE for NAIFA Members & Non-Members!

📌 CoActive Wealth Strategists, LLC – Sinking Spring, PA
➡️ Space is Limited! Register

📌 URL Insurance Group – Harrisburg, PA
➡️ Register

📌 Musuneggi Financial Group – Canonsburg, PA
➡️ Register

💻 Virtual Option:
📢 To register for NAIFA Live, please go through the Member Portal

Interested in Hosting a Future Event?

We’re always looking for great locations! If you’d like to host a future NAIFA event, please contact: 
📩 Trish May, NAIFA – PA Programs Chairperson at pmay@weignerinsurance.com

Join us for a captivating movie discussion on Inside Out, where we explore the role emotions play in decision-making, behavior, and customer interactions—critical elements in the insurance industry!

🌟 Why Attend?

• Understanding Client Emotions: Just as Inside Out showcases how emotions shape behavior, you’ll gain insights into how emotions drive clients’ insurance decisions and reactions. Enhance your ability to connect with clients on a deeper level, building trust and fostering loyalty.
• Risk Assessment & Emotional Drivers: Emotions are a key factor in risk perception. Inside Out gives us a fun, animated view of how emotions can impact decisions—understanding this can help you better assess risks and communicate effectively with clients.
• Managing Change & Adaptation: As Riley’s emotions evolve in the movie, so does the insurance landscape. Learn how understanding emotional shifts can aid in navigating industry changes and adapting your strategies for success.

Dr. Shannon Sauer Zavala is an author, speaker, clinical psychologist, & scientific researcher. She specializes in helping people make intentional shifts to their personality traits to improve career performance, relationships, and mental health. Her research confirms what she saw in her own development and in her patients: People can intentionally shape the traits they need to be successful in the lives they want.

Participants will be asked to complete a Personality Compass Assessment in advance of the workshop and be prepared to discuss:

• How to start moving forward even if you don't know exactly where you're headed
• How self-limiting beliefs keep you stuck in a personality-type box
• How to embrace the person you want to be by ACTING like the person you want to be
• How to celebrate strong wins to keep yourself motivated

This event will occur live during our State Meeting October 7-8th. Reminders and specifics will be emailed to registrants.

🌟 Why Attend?

• Emotional Intelligence & Client Interactions: Learn how understanding emotions can enhance your approach to client relations, improving communication and trust in the insurance process.
• Navigating Change & Adaptation: Just like Riley’s emotional landscape evolves in Inside Out 2, the insurance industry constantly changes. Explore how emotional resilience and adaptability are crucial for both clients and professionals in this fast-paced market.
• Risk & Decision Making: Understand the emotional triggers that influence decision-making, especially when it comes to purchasing insurance or navigating claims. Insight into these emotional drivers can help refine your strategies.

Join your fellow NAIFA members in Harrisburg for our Day on the Hill, President's Dinner and LILI Graduation. 

Stay tuned for details on the 2025 presentations.

Join local NAIFA PA members at a Watch Party near you!  If you're interested in hosting a future Watch Party, email jhartman@naifa-pa.org.

NAIFA - PA's LILI Class enrollment is open!

For more information, please reach out to our LILI Co-Moderators

Steve Petrungaro: steve.petrungaro@hubinternational.com

Carina Hatfield:  chatfield@weignerinsurance.com