Livestreamed Education

We need your input!

NAIFA National is considering developing and offering a monthly, livestreamed video education series in collaboration with the states. Topics would be CE eligible and archived on a NAIFA National learning management system (LMS) for on-demand access following the session. Participants could register and view the program live from their desk or mobile device, or gather in select locations across the state to view as a group. The programs would cover a range of topics with select content for early and advanced advisors.

NAIFA National would:

-Select and contract with the presenters

-Promote the events nationally
-Schedule the day/time for the livestreamed sessions
-Manage / record the livestreamed event
-Develop and provide a timed CE outline for each session
-Develop and provide related case studies to facilitate group discussion following the session
-Manage & promote the on-demand session

NAIFA States would:

-Promote the program within your state
-File for and administer CE within your state
-Organize and cover expenses for group viewing sessions, as needed
-Provide testimonials & feedback within your state

If you are so willing, please answer the following exploratory questions and thank you in advance for your feedback on this proposal:

Question Title

* 1. Have you ever attended/participated in a livestreamed event?

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* 2. Which of the following topics that that address technical skills, product knowledge and application to client needs are of interest (check all that apply):

Life insurance and annuities

Health and employee benefits

Multiline

Financial advising and investments

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* 3. Which of the following topics that address ethical and legal practices are of interest (check all that apply):

Ethics

Legal and regulatory requirements

Client confidentiality and privacy

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* 4. While generally not eligible for CE credit, please indicate if any of the topics below that address interpersonal skills would be of interest in your state (check all that apply):

Consultative selling

Prospecting

Diversity

Client servicing and communications

Networking

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* 5. While generally not eligible for CE credit, please indicate if any of the topics below that address business acumen would be of interest in your state (check all that apply):

Developing a business plan

Leveraging technology to optimize your practice

Time management

Marketing

Managing your business

Problem solving

Other (please specify)

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* 6. Would your state be interested in this program offering?

Yes, this sounds great!

No, I don't think this would work for our organization

Additional thoughts?

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* 7. If yes, would your state be willing to pay a subscription fee per program for this service?

Yes

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* 8. If yes, what price range do you think is fair?

Other thoughts?

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* 9. NAIFA is considering several subscription models for this service, please select your preferred model from the list below:

Fee per location per session

Fee per state per session

Annual subscription fee per state

Annual subscription fee per location

Fee per participant per session

Livestreamed Education

Question Title

* 1. Have you ever attended/participated in a livestreamed event?

Question Title

* 2. Which of the following topics that that address technical skills, product knowledge and application to client needs are of interest (check all that apply):

Question Title

* 3. Which of the following topics that address ethical and legal practices are of interest (check all that apply):

Question Title

* 4. While generally not eligible for CE credit, please indicate if any of the topics below that address interpersonal skills would be of interest in your state (check all that apply):

Question Title

* 5. While generally not eligible for CE credit, please indicate if any of the topics below that address business acumen would be of interest in your state (check all that apply):

Question Title

* 6. Would your state be interested in this program offering?

Question Title

* 7. If yes, would your state be willing to pay a subscription fee per program for this service?

Question Title

* 8. If yes, what price range do you think is fair?

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* 9. NAIFA is considering several subscription models for this service, please select your preferred model from the list below:

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* 10. What is your speaker fee and speaker travel budget for regular programming in 2019?

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* 11. How many programs (other than an annual conference and Day on the Hill) are you planning to offer in 2019?