This page contains links to webinars, articles and other resources to help you manage your professional and personal lives during the COVID-19 pandemic. It will be updated regularly as we receive new material. Please share with us any resources you have found helpful, and we will add them.

COVID-19 Information

Visit the Centers for Disease Control COVID-19 page for the latest information about the virus, how to protect yourself and what to do if you get sick.

Webinars and Other Virtual Events

WIFS’ new Tuesdays at Two webinar series offers information you can use to navigate life during the crisis every Tuesday at 2 pm ET. Our Education Webinars continue on the second Wednesday of each month, along with our Leadership Webinars on the fourth Wednesday of alternate months.

We have a new virtual series for the summer, "Close Encounters of the Board Kind." Each Thursday a WIFS National board member sits down with a member of the office team to answer questions about her life, her work and herself. 

Upcoming Close Encounters sessions:

  • August 6, 2 pm ET: Jennifer Bacarella. Register
  • August 13, 2 pm ET: Hawley Woods Gray. Register
  • August 20, 2 pm ET: Michelle Harm. Register
  • August 27, Noon ET: Darlene Flagg. Register

Past Close Encounters sessions:

Recent WIFS webinars:

Upcoming WIFS Webinars/Virtual Events

  • Tuesday, August 11: "MasterTalk: Five Basic Tips to Master Your Public Speaking" with Brenden Kumarasamy. Register.
  • Wednesday, August 12: "Create a Focused and Distraction-Free Environment" with Stephanie Wachman. Register.
  • Tuesday, August 18: "Selling Is Different Now: How to Sell in Spite of It All" with Merit Kahn. Register.

Chapter Webinars/Virtual Events/Live Events

Portland Metro Chapter presents Summer Mixer: "A Life of Oys and Joys! and the Lessons We Learn" with Dorice Horenstein on Tuesday, August 4 at 5 pm PT. Presentation on the current real estate and economic markets with Marissa Sainz to follow. Register.

NYC/NJ Chapter presents Virtual Shopping with Kathy Gelfand on Wednesday, August 5 at 1 pm ET. More information and registration link here.

Los Angeles Chapter presents a Medicare Workshop with Rosa Colindres, Michelle Lauahi and David Garcia on Thursday, August 6 at 11:30 am PT. Register here.

Gold Coast Chapter presents "Mental Toughness: Finding Your Balance in an Unbalanced World" with Jeanette Vanderhorst on Wednesday, August 12 at 11:30 am ET. Register.

Northern California Aspiring Chapter presents "A Life of Serendipity" with Heather Ulz on Monday, August 17 at 5 pm PT. Register

Greater St. Louis Chapter presents "One Simple Change -- Healthy Living Revolution" with Jacky Klein on Wednesday, August 26 at 11:30 am CT. More information (registration link to come).

Portland Metro chapter presents "Mastermind -- Positive Thinking, Reframing the COVID-19 Experience" on Thursday, August 27 at 11:30 am PT. Register.

 

Webinars/Virtual Events From Our Affiliated Associations

The Los Angeles Association of Life Underwriters presents weekly Virtual Happy Hours on Wednesdays at 4 pm PT. Register here.

AALU/GAMA hosted an extremely well-received webinar, "Inside the Stimulus Package: Making It Work for You and Your Clients." You can view the recording here

AALU/GAMA is hosting "Beacon: A Virtual Experience," starting July 22 and concluding in September, and consisting of 20 live and more than 80 on-demand sessions. Beacon is a first of its kind AALU/GAMA experience, created to address the next sets of challenges brought on by our changing environment as we move toward the “next normal." Beacon will host the best and brightest leaders from the profession and provide a unique mix of on-demand and live content designed to help you lead the way. Learn more and register.

NAFA presents Annuity Leadership Forum July 27-31. More information and registration here.

NAIFA is holding regular Town Hall Meetings on the COVID-19 crisis. These meetings are meant to bring about a sense of community in the profession, provide producers with practical thoughts and ideas about how they can do business in the current environment, and provide any updates on what’s going on related to legislation to provide relief, etc. Click here to view topics, register for upcoming meetings and access recordings of past ones. 

Other webinars/virtual events of interest

LinkedIn has a series of online courses to help those working remotely make the most of the experience. Topics include maximizing productivity, managing teams, teleconferencing and more.

The International Labour Organization has launched a Social Finance Podcast on financial inclusion, impact insurance and sustainable investing. The podcast brings you insights from around the world, highlighting how financial services contribute to social and economic development. In Episode 1, Lisa Morgan interviews Greg Solomon, actuary and specialist in reinsurance, risk management and capital management, on COVID-19, insurance and financial inclusion. The podcast is available on SoundCloud and Spotify.

Reading Material

NAFA has posted a summary of Phase 3.5 COVID-19 Relief Package, which includes details of the Paycheck Protection Program and the Health Care Enhancement Act

Former WIFS National President Susan Combs has a comprehensive roundup of information on her Combs & Company blog about COVID-19 and what it means for businesses and individuals. Share it with your clients in addition to applying it to your own business!

From InvestmentNews: "Six Ways to Build Client Relationships During Crises"

From ThinkAdvisor: "Three Steps for Newly Unemployed Clients"

From AALU/GAMA: "Which COVID Loans or Tax Credits Are Right for My Business?"

From AALU/GAMA: "Updated Sick Leave Requirements and Tax Credits in Response to Coronavirus"

From AALU/GAMA: "Navigating the COVID-19 Pandemic: How to Deliver Value for Clients"

From AALU/GAMA: "A Guide to the SBA Loan Programs for Statutory W2 Employees and Independent Contractors"

From Financial Advisor magazine: "How a Surprise Pandemic Reinforced the Need for Financial Advice"

Social Media

Follow WIFS on Facebook, Twitter, LinkedIn and Instagram for daily content related to life in a “socially distant” world. In addition to our usual news updates and other items of interest, you will find:

  • #MondayMeditation -- an inspirational thought to start the week
  • #TuesdayTV -- helpful advice on video
  • #WednesdayWellness -- Ideas for staying physically and mentally healthy
  • #ThursdayThinkPiece -- an article worth reading
  • #FridayFunny -- a little humor to close out the week

Your contributions are welcome! Got a useful video or article, or a funny or inspirational meme to share? Send it to office@wifsnational.org

Connection Tools

Social distancing doesn’t mean we can’t socialize. Here are some tools our members are using to stay connected to their clients, prospects and one another. If you have a favorite that isn’t on this list, tell us about it.

  • Zoom: This video conferencing platform allows you to host a “meeting” of up to 100 people for up to 40 minutes – and that’s the free version. Other plans are available at various price points.
  • Skype and FaceTime: Both these apps can be used for group video conferencing, with some restrictions.
  • Google Hangouts Meet: Starting now and running through July 30, Google has is making its advanced Hangouts Meet features available to all G Suite customers, including larger meetings, live streaming and recording.
  • GoToWebinar: If you’re planning an educational event with a presenter, rather than a social gathering, try the platform WIFS uses for our webinars. It is on the pricey side but offers a seven-day free trial.
  • Facebook and YouTube: Facebook Lives and YouTube live streams also lend themselves well to presenter-type gatherings. Viewers can interact with the presenter in the scomments.

Resources From Our Partner Associations

NAIFA has an excellent COVID-19 information page for individuals and businesses on topics ranging from personal finance to cybersecurity.

For more than 80 years, WIFS has been committed to attracting, developing and advancing women in the insurance and financial services profession. Members, partners, exhibitors and sponsors benefit from connection and mutual respect for professional development and education-focused interaction rather than career opportunity promotion.