Diane Boyle, NAIFA; Mike Hedge, NAIFA

The PRO Act would reclassify contractors as employees. NAIFA is working diligently to ensure that financial services professionals are not unintentionally harmed. Join us for a critical session on this issue.

Advanced Practice Center Session: NAIFA & FSP
Ron Lee, JD, CLU, ChFC, CAP, Mutual of Omaha

We all know that life insurance is the only tool that will protect a family’s finances when a breadwinner dies unexpectedly, but do we all share the reasons why permanent life insurance can help our clients accomplish their financial goals while they are still alive? Join Mutual of Omaha’s Advanced Markets department to discuss how permanent life insurance can help your clients enhance their financial goals and feel more financially secure, all while protecting their families at the same time.

Sheryl Brown Hickerson, Females & Finance; Mernice Oliver, National Association for Advancement of Women in Insurance

Advanced Practice Center Session: NAIFA & FSP
Andrew Rinn, JD, CFP, CLU, ChFC, Ameritas

The era of cookie cutter executive benefits has come to a close. Today’s advisors seek flexible arrangements to reward key employees while ensuring business owner clients maintain the necessary control to retain highly valued executives. Recent AND proposed income tax proposals rather than clouding the landscape, offers an unprecedented opportunity for modern financial professionals. Attend this session and come out equipped to position and demonstrate a number of strategies sure to get the attention of your best business clients.

Eric Stearns, MBA, Stearns Financial Group

Shane Westhoelter, AEP, CLU, LUTCF, LTCP, Gateway Financial Advisors

Shane was bullied from grade school through high school, which drove him to be an achiever in sports, music, and the financial services industry. Growing your Practice will show you how to fail forward, get the right mindset, and find your passion which will drive your success. You will learn to become a storyteller and problem solver, not a product sales expert. Shane will share stories you can use to close more sales and help you find your own story while revealing the process he has shared with over 5,000 financial professionals who have reached well over six-figure incomes. In this session you will not only discover your brand but learn how to market your brand, so others begin to market for you and send you referrals. Once you develop your passion, your purpose, and your brand success will follow. Don’t miss this session and how Shane, over 30-years with 10-years as MDRT/Top of Table, has helped 200 plus offices build their practices to the highest level of success in the financial and insurance profession.

Advanced Practice Center Session: NAIFA & FSP
Kathleen Bilderback, JD, LLM, Affinity Law Group

According to a Small Business Administration report in 2019, there were 30.7 million small businesses in the United States which account for 99.9% of all U.S. businesses. The Coronavirus pandemic hit the small businesses exceptionally hard. Many businesses failed. Those that persevered may be divided into two categories, the healthy and the unhealthy. This session will explore what healthy businesses should be planning in this changed landscape including acquisitions, management succession and acquiring and retaining key talent and how the advisor community can support them as they grow.

Ryan Pinney, LACP, Pinney Insurance; Sheryl Brown Hickerson, Females & Finance

A beyond the Zoom basics of what the best virtual advisors are doing, using, and loving in today’s digital, remote, and distanced work environment.

Luke Acree, ReminderMedia

Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, RICP, CEPA, Veritas Financial & The College Funding Coach

For many clients, they are torn between saving and paying for college versus saving for retirement. It doesn’t have to be this way. By doing great planning and looking at the bigger picture, advisors are often able to help create comprehensive financial plans that provide more flexibility and control than traditional financial plans. In recent years, Section 529 Plans have become the go-to product for saving and paying for college. While 529s are a great tool, they are not necessarily a great strategy. Come learn how you can show clients strategies that could be more efficient and effective and may help your clients send their children to the colleges of their dreams for the same out-of-pocket cost as an in-state public schools. You’ll learn strategies for maximizing need-based and merit aid, and several creative approaches for saving and paying for college while also funding retirement simultaneously.

Mark Massey, Southern Medical Association

Learn how to get through the door, then compete, in the qualified plan space by understanding the unique needs of healthcare practices. Mark Massey will dissect the fees within a 401k plan and explain how to clearly articulate for the plan sponsor. Vital plan design tips and important IRS audit hot buttons will also be presented.

Advanced Practice Center Session: NAIFA &FSP
Stacey McMahan, JD, CLU, ChFC, Pacific Life

This presentation provides an overview of the current challenges to retirement planning, and some ideas and strategies to overcome those challenges. Attend this presentation to learn: The current retirement planning themes, including the SECURE Act, CARES Act/Covid-19, Social Security, potential new RMD (required minimum distribution) tables, and laws/regulations on the horizon; Planning opportunities and reasons to meet with clients; SECURE Act considerations and planning ideas, including life insurance; Various payout strategies for different types of clients/retirees; Different strategies for the wealthy; Taxes – the uncertainty factor.

Brad Swineheart, WhiteGlove

Tactics that can increase the likelihood of closing a prospect, strengthen credibility and ensure your authenticity is shown to your captive audience. This past year has forever changed the financial industry. With unique and ongoing changes in the financial landscape paired with an unprecedented need to adapt to new technological practices, we will most likely never go back to business as usual. Those who quickly adapted were first in line for new opportunities. For those who have been slow to adapt, or have not tried to adapt at all, the window to do so is closing quickly. We are seeing a new trend emerge during these times. This trend, called captive marketing, has the ability to transform the financial industry. Captive marketing is a blend of marketing tactics to showcase professionals as trusted, credible thought leaders in his or her hyper-local market and social sphere of influence. Unlike stand-alone content marketing, thought leadership, influencer marketing, and others, captive marketing ties these strategies together to generate undeniable awareness for an advisor. The stronger awareness an advisor has, the higher their conversion rates. This translates into new client acquisition at a lower cost, not to mention a more expansive and holistic offering for the prospect or current client.