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

NAIFA  September GovTalk Discusses Stimulus Package Stalls in Congress

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’ Education Webinars continue on the second Wednesday of each month, along with our Leadership Webinars quarterly on the fourth Wednesday of the month.

"Close Encounters of the Board Kind," our summer series in which we interview WIFS National board members about their lives, their work and themselves, is a wrap. Stay tuned for "Close Encounters: The Next Chapter," an interview series featuring our Chapter leaders. 

Past Close Encounters sessions:

Recent WIFS National Webinars:

Upcoming WIFS Webinars/Virtual Events

  • "Generational Succession Planning and Retaining Key People" with Julie Keyes on Wednesday, December 9 at 2 pm ET. Register.
  • Holiday Happy Hour on Thursday, December 17 at 5 pm ET. Register.

Chapter Webinars/Virtual Events/Live Events

Philadelphia Tri-County Chapter presents "Advanced Goal Setting for 2021" with Christina Gradillas on Wednesday, December 9 at 11 am ET. Register.

Gold Coast Chapter presents "Strike the Match" with Dawn Wolfgram on Wednesday, December 9 at 11:30 am ET. Register (members free, guests $10).

South Florida Chapter presents Holiday Happy Hour (live outdoor event) at Bahama Breeze, 12395 SW 88 St. (Kendall Drive), Miami FL on Wednesday, December 9 at 4 pm ET. RSVP yes or no.

Gold Coast Chapter presents Virtual Holiday Party and Gift Exchange with The Whisky Chicks on Sunday, December 13 at 2 pm ET. Register (members free, guests $10, deadline December 11).

Northern California Chapter presents Virtual Holiday Party: Pairing and Sharing on Monday, December 14 at 5 pm PT. Register.

Central Maryland/Baltimore Chapter presents Ugly Sweater Holiday Party on Wednesday, December 16 at 12 noon ET. 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

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.