Bringing Insurance & Wealth Management Together: NAIFA e3's Vision with Jason Foster

Amber Stitt
2 days ago
3 min read

Collaboration, Significance, and Implementation: Key Takeaways from Pathways e3 with Jason Foster

This episode of Pathways with Amber Stitt takes us inside the energy and vision of the NAIFA e3 conference in Newport Beach, California. Special guest Jason Foster joins Amber Stitt for a dynamic conversation about the “Empower, Engage, Explore” ethos behind the e3 event, sharing insights on leadership, networking, and the powerful evolution of industry collaboration.

The Origin and Evolution of e3

One of the first things that stands out in the discussion is the intentionality behind the e3 brand. As Jason recounts, the idea was born just before the onset of COVID-19 and was a collaboration among a dedicated committee. The “Empower, Engage, Explore” foundation was set, but pandemic disruptions meant a delay in launching the event. When the world emerged back to in-person gatherings, e3 came to life in San Diego and soon began evolving, growing in both size and impact.

This year, that evolution took a leap with a full rebrand courtesy of Echo & Stone, a move that deepened the focus on collaboration. Jason Foster’s vision to bridge the gap between insurance and wealth management, two fields that traditionally operated within their own silos. NAIFA’s updated name (National Association of Insurance and Financial Advisors) signaled this change, and the e3 conference is one of the places to gather experts across both disciplines.

Why Collaboration Matters

Why is merging these fields so crucial? Jason notes that most conferences serve only one sector—insurance or wealth management—but rarely both together. By uniting these communities, attendees gain access to wider perspectives, diverse expertise, and new opportunities. This is especially vital for professionals whose businesses are already “split,” partnering and collaborating across specialties to offer more robust solutions.

“We can collaborate in different ways and either make more money or mentor and do other things,” Jason Foster points out, underlining how this approach isn’t just good for business—it’s transformative for personal and professional growth.

The Power of Networking and Lifelong Relationships

One consistent thread throughout the episode is the importance of networking in fostering significance and success. According to Jason Foster, the real value in events like e3 comes not only from the sessions but from the informal connections made—the casual conversations, new friendships, and the “power of networking together.” His own journey in NAIFA began with a pivotal introduction back in 2008, leading to mentorships and lifelong relationships that go far beyond business.

For listeners and attendees, this is a core takeaway: step out of your comfort zone, connect with industry peers, and follow up to build momentum. As Amber reminds us, “If you’re not making the contacts to then follow up after the fact, you’ll stay where you’re at.”

Leadership and Lifelong Learning: The LILI Program

The episode also highlights the LILI (Leadership in Life Institute) program, which Jason describes as a six-month journey rooted in personal development. Founded by Larry Lambert, this program is open to both newcomers and established professionals. More than just leadership training, LILI is about vulnerability, building trust, and discovering how you can serve others—not just yourself.

“It’s not about necessarily learning everything for yourself. It’s learning what you can do for others, too,” Jason says. The deep bonds formed and personal growth achieved in LILI exemplify the significance that extends far beyond traditional measures of success.

Success vs. Significance: The Real Question

As the episode nears its close, Amber Stitt poses a thought-provoking question: what’s more important, success or significance? After reflecting on his own leadership journey, Jason concludes that significance—having a meaningful impact on others—is ultimately more valuable than mere personal achievement.

Actionable Wisdom for Listeners

So what should listeners take away and implement right now? Jason Foster says to learn from others and prioritize networking as a way to build collaboration and significance. Attending conferences is just the beginning; the true value lies in building relationships and sharing knowledge.

The Pathways e3 episode encourages us to take action today—to seek out collaboration, pursue lifelong learning, and aim for significance in our professional lives. Whether you’re just starting out or are a seasoned leader, there’s always another layer of impact to uncover within the power of an engaged, collaborative community.

Ready to go beyond success? Start by taking action, connecting, and collaborating—and watch your significance grow.