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' 2020 National Conference has gone virtual. Conference is from October 21-23 and has more than eight hours of programming, with about three additional hours of pre-conference activities on Tuesday, October 20. Register now!

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 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 National Webinars/Virtual Events

  • Wednesday, September 16, 4:30 pm ET: Hump Day Happy Hour: Conference Edition. Register.

Chapter Webinars/Virtual Events/Live Events

Los Angeles Chapter presents "Wellness Lessons: How to Decompress and Cope With the Many Life Changes We Are Experiencing" on Wednesday, September 16 at 5 pm PT. Register ($10 per person).

Philadelphia Tri-County Chapter presents: "Gender Identity and Your Clients: What's in a Pronoun?" with Shannon Keene on Thursday, September 17 at 12 noon ET. Register.

Northern California Chapter presents September Meeting on Monday, September 21 at 5 pm PT. Register.

Portland Metro Chapter presents Annual Dinner ... Virtual Edition with Dorice Horenstein on Tuesday, September 22 at 5:30 pm PT. Registration info

NYC/NJ Chapter presents "Communicating 'Virtually' With Clarity and Confidence" with Jayne Latz on Wednesday, September 23 at 11:30 am ET. Register.

Greater St. Louis Chapter presents "Elder Law & Special Needs" with Martha Brown and Carrie Burggraff on Wednesday, September 23 at 11:30 am CT. Registration info.

South Florida Chapter presents "The 3 Essential Elements to Designing and Sustaining an Attractive Personal Brand" with May Bagnell on Thursday, September 24 at 11:30 am ET. Information.

Philadelphia Tri-County Chapter presents "What's Next? The Way Forward From Here: A 4-Week Mastermind VIrtual Workshop" with Debbie Peterson September 24 - October 15 at 4:30 pm ET. Register (Chapter members only).

Los Angeles Chapter is co-presenting Special Public Service Announcement re PACE (Property Assessed Clean Energy) Program & Negative Effects on Thursday, October 1 at 11:30 am PT. Register.

Webinars/Virtual Events From Our Affiliated Associations

NAFA:

  • "Elevate Your Business With Top Producer Insights From Project Apex" on Wednesday, September 16 at 11:30 am ET. Register.

NAIFA:

  • CLTC Master Class with Nancy Dykeman on August 6, 13, 20 and 27, and on September 10, 17, 24 and October 1. More information and registration
  • Advanced Practice Symposium: "Meet the Feldmans" Case Study with Kathleen Bilderback, Ron Lee and Andrew J. Rinn on September 16, 23 and 30 at 2 pm ET. Register.
  • "[Y]Our Work Matters" with Dave Resseguie on Thursday, September 10 at 2 pm ET. Register (members only)

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.

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.