FSP Institute 2027

February 7-10, 2027 · Nashville, TN

FSP Institute is the Society of Financial Service Professionals' flagship education event, now run under NAIFA. It sits at the technical end of the insurance-and-planning world, with programming aimed at practitioners holding advanced designations and working on the more complex end of protection, business succession and estate cases.

Who attends

CLU, ChFC, CFP and other credentialed professionals working across life insurance, business planning, employee benefits and estate strategy, plus the carriers and advanced-markets teams supporting them.

What's on the agenda

• Advanced insurance planning and case design

• Business succession and buy-sell funding

• Estate and wealth transfer strategy

• Employee benefits and executive compensation

• Continuing education across advanced designations

Why complex cases expose the data gap

Advanced case work spans insurance policies, business entities, trusts and investment accounts — each living in a different system, most of them not designed to be queried together. The analysis is rarely the constraint; assembling an accurate, current picture of what the client and their entities actually hold is what takes the weeks.

Milemarker is the data infrastructure layer for wealth management, connecting insurance, entity, custodial and advisory systems across 130+ integrations.

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