Agenda

Sunday, September 9th

Arrivals throughout the day – shuttle transfers from the hotel to Crooked Stick every 30 minutes starting at 8:00am. Upon arrival, meet in the hotel lobby to be transferred to the BMW Championship event where you will see some of the golf greats of our time, such as Tiger Woods, Phil Mickelson and Bubba Watson play their final rounds!

Optional
Fed-Ex/BMW PGA Tournament Crooked Stick, Carmel, Indiana
6:00 – 7:00pm
Casual Cocktail Reception White River Ballroom F
7:00 – 9:30pm
Casual Buffet Dinner White River Ballroom F

Monday, September 10th

7:00 – 8:00am
Networking Breakfast
Griffin Exhibit Hall
8:00 – 8:30am
Welcome Julie Schneider, Highland Capital Brokerage
White River Ballroom F
HighCap Financial: Hard at Work for You Becky Wingate, Highland Capital Brokerage
8:30 – 9:30am
Create a Luxury Brand & Attract More HNW Clients Linda P. Jones, Be Wealthy & Smart
9:30 – 9:45am
Break
9:30am – 6:00pm
Resource Room Open
Griffin Exhibit Hall
9:45 – 10:30am
Breakouts PRODUCT & TECHNOLOGY (4 options – 45 min. each)
What's Driving the Rise in IUL Sales?
Moderator: Richard Forcht, Lincoln Financial;
Panelists: Jason Torske, Lincoln Benefit Life
David Rosuck, Pacific Life
Jon Forbes, Nationwide
White River Ballroom G
Combos, Hybrids & Riders, Oh My! Look at all the new LTC Possibilities
Nichole Pellar, Pellar Consulting
White River Ballroom H
Making the Most of your Devices
Stefanie Dwyer, Highland Capital Brokerage
Walter Parenti, Viti Financial Services
White River Ballroom I
Social Media: What you can do NOW
Moderator: Julie Schneider, Highland Capital Brokerage
Panelists: Linda P. Jones, Be Wealthy & Smart
Jeff Vann, INSOMIS Corporation
White River Ballroom J
10:30 – 10:45am
Break
10:45 – 11:30am
Breakouts PRODUCT & TECHNOLOGY (4 options – 45 min. each)
11:30 – noon
Break
noon – 12:50pm
Networking Lunch
Griffin Exhibit Hall
1:00 – 2:00pm
SWAT Team Planning for Wealth Transfer Action
Bryan Schick, National Financial Partners
Juan Gonzalez, Proteus Consulting
White River Ballroom F
2:00 – 2:15pm
Break
2:15 – 3:00pm
Breakouts SALES IDEAS (4 options – 45 min. each)
Additional Gears: Solutions for the Changing Demographics in America
Mike McGlothlin, Highland Capital Brokerage
White River Ballroom G
The Gift of a Generation
Keith Miller, National Financial Partners
White River Ballroom H
Income Tax Motivated Planning
Kelly Bennett, Principal Financial
White River Ballroom I
Tapping Foreign National Opportunities
Moderator: Pete Boucher, Highland Capital Brokerage
Panelists: Chris Guerin, Transamerica
Mark Bensman, Manulife Bermuda
White River Ballroom J
3:00 – 3:15pm
Break
3:15 – 4:00pm
Breakouts Repeated SALES IDEAS (4 options – 45 min. each)
4:00 – 5:00pm
Death & Taxes: The Life Industry's Challenges in Washington
Alan Brubaker, Prudential
White River Ballroom F
5:00 – 6:00pm
Underwriting & Advanced Markets Lounges Open
Resource Room
Griffin Exhibit Hall
6:00 – 6:30pm
Break
6:30 – 9:30pm
Offsite Event – Indianapolis Motor Speedway

Tuesday, September 11th

7:00 – 8:00am
Networking Breakfast
White River Ballroom J
8:00 – 8:45am
The Driving Forces Behind Today's Underwriting Decisions
Moderator: Paul Pistilli, Highland Capital Brokerage
Panelists: Kelly Eddy, VP Underwriting - ING
Neal Halder, Chief Underwriter – Principal
Susan Ghalili, VP Underwriting – John Hancock
Kent Major, Chief Underwriter – Aviva
Kieran Mullins, VP Underwriting & New Business – Met Life
White River Ballroom F
8:45 – 9:30am
Anticipating Tomorrow: Emerging Legal Issues in the Life Insurance Industry
Steve Baker, Drinker Biddle & Reath, LLC
Steve's associate, Drinker Biddle & Reath, LLC
9:00 – 9:45am
Break
9:45 – 10:30am
Members Only Small Group Idea Sharing (3 groups)
White River Ballroom G
White River Ballroom H
White River Ballroom I
10:30 – 10:45am
Break
10:45 – 11:00am
The Best of the Best
White River Ballroom F
11:00 – noon
Living a Life of Significance Joe Jordan
1:00 – 2:00pm
Advisory Board Debriefing
This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact NFP Securities, Inc. Compliance Department at 512-697-6000.