As a benefits broker, staying ahead of industry trends, networking with peers, and expanding your knowledge is crucial for success. One of the best ways to achieve this is by attending top industry conferences. In 2025, there are several must-attend events that provide valuable insights and opportunities to grow your business.

Here are the top five conferences every benefits broker should consider attending this year:

1. Weekdays with Bernie: BerniePortal's Annual User Conference

Dates: March 31st - April 2nd
Location: Nashville, TN

Why Attend? This conference offers BerniePortal users an immersive experience with in-depth training sessions, product updates, and networking opportunities. Benefits brokers can gain practical insights into the latest tools and best practices to enhance their workflow and client service.

 The conference this year will feature keynote speaker and Dunder Mufflin CFO, Andy Buckley, great opportunities to connect with carriers such as Guardian, MetLife, OneAmerica, and learn ways to enhance the BerniePortal user experience. Expect to leave with in-dept knowledge of how to maximize efficiencies for both your brokerage and your employer groups.

2. United Benefit Advisors (UBA) Conferences

Dates: Various throughout the year
Location: Various locations

Why Attend? Tailored specifically for independent brokerages, UBA conferences provide valuable insights into industry trends, compliance updates, and strategies for business growth. These events help brokers navigate the ever-changing benefits landscape while fostering connections with industry leaders.

UBA conferences are designed for independent brokerages, offering insights into industry trends, compliance updates, and strategies for business growth. Attendees will benefit from:

• Discovering the benefits of being better together with other UBA Partner Firms.
• Empowering clients with strategic guidance through best-in-class benchmarking reports.
• Supporting clients with expert compliance resources.
• Streamlining operations with solutions vetted by trusted peers.
• Maximizing ROI with preferred pricing and bonus structures.
• Boosting pipelines with robust lead-generation resources.
• Offering teams upskilling and ongoing industry training.
• Securing the firm's future with access to perpetuation resources.
• Attracting and retaining top talent with support for elite producers and account managers.

3. BenefitsPRO Broker Expo 2025

Dates: May 6–8, 2025
Location: Encore Boston Harbor, Boston, MA

Why Attend? The BenefitsPRO Broker Expo is a premier event designed specifically for benefits brokers, agents, and advisors. This year's conference features an impressive lineup of keynote speakers, including Gretchen Rubin and B.J. Novak. Attendees can participate in engaging track sessions, explore industry innovations, and cultivate meaningful business relationships.

4. 2025 Workplace Benefits Conference by LIMRA

Dates: April 23-–25, 2025
Location: Boston, MA

Why Attend? This conference offers a deep dive into the workplace benefits marketplace from multiple perspectives, including carriers, employers, employees, distributors, brokers, and consultants. With a focus on industry transformation, participants will gain actionable insights to better serve their clients and stay competitive in the benefits space.

5. Medicarians 2025

Dates: March 31–April 2, 2025
Location: Las Vegas, NV

Why Attend? Medicarians brings together professionals from the senior health, wealth, and age tech ecosystem. With over 4,000 attendees, the conference offers a robust platform for networking and learning. If you serve clients in the Medicare or senior benefits space, this is a must-attend event to stay ahead of emerging trends and opportunities.

Attending industry conferences is a great investment in your professional development as a benefits broker. These events provide valuable education, networking opportunities, and insights to help you better serve your clients and grow your business. Mark your calendar and start planning your attendance at these top conferences in 2025!

Additional Resources: 

• Brokers’ Corner Podcast—watch and subscribe to the Brokers’ Corner podcast, which dives into the topics that affect your agency and industry and identifies strategies so you can protect and grow your book of business 
• BerniePortal Brokers’ Council—a council of benefits brokers from across the country that advises BerniePortal on industry concerns, trends, and the ways technology can best support their agency and employer groups 
• BerniePortal for Brokers—leveraging technology to increase your agency valuation and support your employer groups is easier than ever with BerniePortal’s software solution, built for brokers by brokers