FEATURED SPEAKERS - 2014 NAIFA/NAHU Forum

FEATURED SPEAKERS
Ronco Johnson
Maggie Starks
Juli McNeely
James Kerley
Bob Baur
Aaron Thomas
FORUM ATTENDEE REGISTRATION INFORMATION
Are you one of Nebraska’s top
insurance and financial services professionals — or do you want to be?
Then mark your calendar and plan
to attend the 2015 Insurance Leaders Forum.
One full day Thursday and a halfday Friday, focused on cutting-edge
motivation, sales, ideas, and product training. The programming will
once again focus on inspiration,
education, sales/marketing, and
advocacy designed to enhance the
careers of insurance and financial
service professionals who attend.
The event features numerous
workshop choices for insurance
agents, financial services professionals, and brokers, several hours of
C.E., and an opportunity for oneon-one contact with conference
exhibitors.
Whether you are early in your
career or a veteran of the industry,
here’s why you’ll benefit from joining Nebraska’s top insurance and
financial services professionals at
the 2015 Insurance Leaders Forum
at the Embassy Suites in LaVista.
EVENT SCHEDULE
Note: Detailed Program Descriptions Available at LearningWithTheBest.com
THURSDAY, April 16, 2015
7:30 a.m.
REGISTRATION
2:30 p.m. to 3:30 p.m.
NETWORKING/
DESSERT BREAK (EXHIBIT HALL)
8:30 a.m. to 10:30 a.m.
OPENING GENERAL SESSION
3 to 4 p.m.
CONCURRENT WORKSHOPS (choose one):
Opening Keynote: “The Sacred Acre...The Ed
Thomas Story”
Aaron Thomas, Parkersburg, IA
“Selling More Life Insurance”
Juli McNeely
“Today’s Marketplace Trends & How to Use
Them in Your Practice”
James Kerley, Life Insurance Market
Research Association (LIMRA)
“Keys to Career Success”
Highlights of professional excellence and career-advancing tips from the 2015 winners
of the NAIFA Distinguished Service Award
and NAHU Agent of the Year Award.
10:30 a.m. to 11 a.m.
NETWORKING BREAK/EXHIBIT HALL
11 a.m. to 12 p.m.
CONCURRENT WORKSHOPS (choose one):
“Riding the Wave or Swept Up By The Tide?”
Increase Your Production
• Sales ideas you can use to earn James Kerley
more money
• Insight on new opportunities and
techniques to market your products and services
• Motivation & energy
• Expanded awareness of resources
that can help you grow your practice and work more efficiently
Broaden Your Professional
Network
• Connect with other professionals
who can provide solutions and
the help you need to serve your
clients
“Challenges and Solutions for Securities and
Investment Professionals”
Jim Lammers
“Using Social Media to Network, Market, and
Expand Your Circles of Influence”
Michelle Schrage
Health C.E. (1 hour C.E. pending)
“Redefining the Role of the Group Health
Broker”
Dan Meylan, National Sales Director, Allied
National Inc.
12 p.m. to 1:30 p.m.
Have Some Fun While You Learn LUNCH & NETWORKING INTHE
EXHIBIT HALL
Option to tour the Nebraska
Brewing Company Thursday evening. Register Thursday morning 1:30 p.m. to 2:30 p.m.
($10 per person includes the tour GENERAL SESSION
and a pint of beer).
“Issues and Concerns for Today’s Agent Field Force”
NAIFA National President Juli McNeely
Maggie Starks, Manager of State Affairs for
NAHU
“Challenges and Solutions for Securities and
Investment Professionals”
Jim Lammers
“Getting Off On the Right Foot”
Ronco Johnson
Health C.E. (1 hour C.E. pending) “How to
Count Group Employees Under the A.C.A.”
Maggie Starks, Manager of State Affairs for
NAHU
4 to 5 p.m.
CONCURRENT WORKSHOPS (choose one):
“The Art of Conversation”
Stuart Chittenden
Life C.E. (1 hour C.E. pending)
“Answering the 3 Indispensable Questions for
Creating Lasting Business Success”
Nicholas K. Niemann
Jesse A. Patton LUTCF, HIA, MHP, FAHM,
HIPAAA, EBHA, PHIAS
Health C.E. (1 hour C.E. pending) “When
Group Insurance & Medicare Collide”
Dwane McFerrin, Vice President, Medicare
Solutions
OPTION B:
“Creating a Culture of Client Leadership”
Using the popular “Ted Talks” format, speakers will share powerful stories and ideas to
help you be viewed by clients, community,
and staff as an industry leader and valued
resource.
Presenters include:
• Phil Haussler, Director of Product, Quantum
Workplace; runs MarbleSpark
• Stuart Chittenden, Founder of Squishtalks;
partner at david day associates
• Joe Vlock, New York Life agent
• JoAnn Martin, CEO, Ameritas
• Amanda McGill, former state senator
• Tom Carlson, former state senator and past
NAIFA State President
9:30 a.m. to 10 a.m.
NETWORKING BREAK
Health C.E. (1 hour C.E. pending)
“Self-Funding and Stop Loss 101”
Pam McGovern, Marketing Vice President,
HCC Life Insurance Company
10 a.m. to Noon
FRIDAY MORNING GENERAL SESSION
Business Owners’ Forum:
Practical Knowledge and Attitudes for Success
Registered attendees will receive two
complimentary tickets to invite clients.
5 p.m.
BREWS & BULL
Wind down the day with cocktails and
conversation in the Exhibit Hall.
“Opportunities for Financial Success in Today’s
Business World”
Bob Baur
“When the Lights Go Out”
Evening activities are on your own; you may Ronco Johnson
also sign up at the main Registration Booth
for a tour of the Nebraska Brewing Company. 12 p.m.
Forum Adjourns
FRIDAY, April 17, 2015
7:30 to 9:30 a.m.
FRIDAY MORNING EARLY-BIRD
BONUS BREAKOUTS (choose one)
OPTION A:
Health C.E. (1 hour C.E. pending) “Affordable
Care Act: Where Are We Now?”
Thanks to Our Sponsors & Exhibitors
PREMIER SPONSORS
SILVER SPONSORS
BRONZE SPONSORS
EXHIBITORS
Exhibitors (as of 3/10/15):
Allied National Inc.
Ameriflex
Ameritas
APPS Portamedic
Art Jetter & Company
Assurity Life Insurance
Company
BASE®
BlueCross BlueShield of
Nebraska
Brokerage Services Inc./
Transamerica
Broker’s Clearing House Ltd.
College for Financial
Planning
Colonial Life
Companion Life
Insurance Company
Coventry Health Care of NE
(An Aetna Company)
Dearborn National
Delta Dental
Direct Benefits
DIBroker
Exhibitors (Continued):
Financial Brokerage
First Concord Benefits
Group
HSA Bank
Jackson National Life
Insurance Company
J. Hilburn
(Represented by Bill Sauer)
KCL Group Benefits
McGill, Rediger and
Simmons
Medico
Midland National
Life Insurance Company
Midlands Choice
Mutual of Omaha
Nebraska College
Savings Plan
OCI Insurance and
Financial Services
Ohio National
Financial Services
Prime Therapeutics
Principal Financial Group
Exhibitors (Continued):
Producers XL
Senior Insurance
Marketing, Inc.
Total Administrative Services
Corporation (TASC)
UMB Healthcare Services
UnitedHealthCare
Union Bank & Trust
UNUM
Networking Reception Sponsor:
Senior Market Sales
Forum Program Advertisers:
Mines Government Relations
Ohio National Financial
Services
Preferred Marketing
Associates
Supporting Sponsor:
ExamOne
HOTEL RESERVATION INFORMATION
To Make a Reservation:
Reservations are first-come, first-served. Make your reservation by
calling 402-331-7400, or reserve online at: https://resweb.passkey.
com/go/NAIFA2015
• Embassy Suites Standard Suite: $146/night (single or double occupancy), $156/night (triple occupancy), $166/night (quad occupancy)
• Courtyard by Marriott: $124/night (single or double occupancy)
All rates are subject to room taxes/occupancy fees of 18.13% per
night. Check-in time is 3 p.m.; checkout is 12 p.m.
All unreserved rooms will be released on March 25, 2015. You may
still be able to reserve rooms after this date; however, they will be at the
prevailing rates.
ATTENDEE REGISTRATION FORM