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NAILBA Engage has ended
Complimentary Registration for ALL of Independent Distribution(ID): BGA Principals & Staff, Carrier Representatives, IMOS, Independent Advisors, Product & Service Providers, etc. VIP Events for NAILBA Members and Select Event Sponsors.

Sky’s the limit for NAILBA 39 as it goes virtual for 2020. Microlearning at its finest. In this era of busy schedules and short attention spans, microlearning is a near-perfect training model. 15 minute interviews, 30 minute panel discussions, 45 minute keynote sessions. NAILBA Engage will feature both live and on-demand events on key business topics to help your business soar. For 39 years, NAILBA’s annual meeting has been the largest gathering for the independent insurance and financial services community. 2020 promises to be even bigger as we move from an in-person event to a virtual online venue.

Featured Speakers

avatar for Carey Lohrenz

Carey Lohrenz

U.S. Navy First Female F-14 Tomcat Pilot
avatar for Dr. Kevin Elko

Dr. Kevin Elko

Nationally Renowned Sports Psychologist
avatar for Michael Solomonov

Michael Solomonov

Zahav
Owner & Chef
avatar for Garry E. Hall

Garry E. Hall

US Navy & White House
Rear Admiral
avatar for Jim “Bones” Mackay

Jim “Bones” Mackay

NBC Golf Analyst & Fmr. PGA TOUR Caddie
avatar for Ross Bernstein

Ross Bernstein

Best Selling Author & Award Winning Peek Performance Business Speaker
avatar for Bill Covaleski

Bill Covaleski

Victory Brewing Company
Founder & Brewmaster
avatar for Ellen Latham

Ellen Latham

Creator & Co-Founder
Orangetheory Fitness
avatar for Duncan Wardle

Duncan Wardle

Former Head of Innovation & Creativity
Walt Disney Company
avatar for David H. Petraeus

David H. Petraeus

CIA & US Army
Director & 4 Star General (Ret.)

Speakers

avatar for Bryan W. Adams

Bryan W. Adams

Integrity Marketing Group
Co-Founder and Chief Executive Officer
avatar for Cecilia Stanton Adams

Cecilia Stanton Adams

Allianz Life Insurance Company of North America
Chief Diversity and Inclusion Officer
avatar for Chuck Anderson

Chuck Anderson

Securian Financial Group
National Sales Vice President
avatar for Corey Anderson

Corey Anderson

DI GEEK
Founder
avatar for Tim Ash

Tim Ash

Ash Brokerage
Chief Executive Officer
avatar for Sam Barnett

Sam Barnett

Global Atlantic Financial Group
Head of Life Distribution
avatar for Kevin Beck, CFP

Kevin Beck, CFP

Chesapeake Brokerage
Design Analyst
avatar for Steve Becker

Steve Becker

Principal Life Insurance Company
National Vice President - Individual Disability Income Sales
avatar for Patti Bell, CPA, CLU

Patti Bell, CPA, CLU

Principal Financial Group
AVP - Advanced Solutions
avatar for Matt Berman

Matt Berman

Foresters Financial
President
avatar for Larry Berran

Larry Berran

iPipeline
Chief Executive Officer
avatar for Jerry Blair

Jerry Blair

North American Company for Life & Health Ins
Chief Distribution Officer
avatar for Phil Bouvier

Phil Bouvier

Symetra
Senior Vice President, Sales & Marketing, Individual Life
avatar for Patrick Bowen, CLU

Patrick Bowen, CLU

InsurAware
Co-Founder
avatar for Jim Bowman

Jim Bowman

Advisors Excel
President, Life Insurance
avatar for Kevin Brayton, MBA

Kevin Brayton, MBA

Prudential
Executive Vice President (EVP), Distribution & Sales
avatar for Jessica Brown

Jessica Brown

iPipeline
Assistant Vice President, Marketing
avatar for Andrew Bucklee, CLU, ChFC, CFP

Andrew Bucklee, CLU, ChFC, CFP

Senior Vice President
Head of Life & Executive Benefits Distribution
avatar for Marc Cadin

Marc Cadin

Finseca
Chief Executive Officer
avatar for Steve Cain

Steve Cain

LTCI Partners
Director | Sales & Business Development Leader
avatar for Rob Carney

Rob Carney

Crump Life Insurance Services
President
avatar for Mac Chrystal

Mac Chrystal

Gen3 Advisor Group
President & CEO
avatar for David A. Sheridan CLU, ChFC

David A. Sheridan CLU, ChFC

Protective Life
Vice President, Managing Director, Brokerage Distribution
avatar for Laura Morrison CLU, ChFC

Laura Morrison CLU, ChFC

Sagicor Life
VP of Life and Annuity Sales; Chief Channel Office
avatar for Michael Coben

Michael Coben

LightHouse Life Solutions, LLC
Chief Distribution and Business Development Officer
avatar for Eugene Cohen

Eugene Cohen

Eugene Cohen Insurance Agency, Inc.
Chief Executive Officer
avatar for Craig Collins

Craig Collins

Insurance Designers of America
President & Executive Director
avatar for Tim Cook

Tim Cook

American National
Associate VP, Product Development Process
avatar for Nancy Cooke

Nancy Cooke

Securian Financial Group
avatar for Bruce Donaldson

Bruce Donaldson

Simplicity Group Holdings
Chief Executive Officer
avatar for Jim Duff

Jim Duff

Tellus Brokerage Connections, Inc.
President
avatar for Dusin Dusek

Dusin Dusek

American National
VP & Associate Actuary
avatar for Tori Van Dusen-Roos

Tori Van Dusen-Roos

NAILBA
Executive Committee
avatar for Tracey Edgar, RN, BSN, CLTC

Tracey Edgar, RN, BSN, CLTC

OneAmerica Financial Partners, Inc.
Vice President of Sales, Care Solutions
avatar for Scotty Elliot

Scotty Elliot

AmeriLife
Senior Vice President, Distribution Business Development
avatar for Bryan Eshelbrenner

Bryan Eshelbrenner

Ebix
Associate Vice President - Product Management
avatar for Edward J. Easterly Esq.

Edward J. Easterly Esq.

Hoffman Hlavac & Easterly
Founding Member
avatar for Chad Eyrich, CLTC, LTCP

Chad Eyrich, CLTC, LTCP

Ash Brokerage
VP, Long-Term Care & Linked Benefit Sales
avatar for Katie Fehlinger

Katie Fehlinger

NAILBA
Host & Executive Producer
avatar for Scott Fergusson

Scott Fergusson

Techficient
Chief Executive Officer
avatar for Brigitte Flannery

Brigitte Flannery

AgencyONE
VP of New Business
avatar for Christopher L. Gandy

Christopher L. Gandy

Midwest Legacy Group, LLC.
Founder
avatar for Debra Gangelhoff

Debra Gangelhoff

LexisNexis Risk Solutions
Vice President & General Manager Life Vertical
avatar for John Gilbert

John Gilbert

NAILBA
Board Executive Committee
avatar for Jonathan Godsall

Jonathan Godsall

McKinsey & Company
Partner
avatar for Bonnie Godsman

Bonnie Godsman

GAMA Global / Finseca
President
avatar for Eric Griffin, CLU, RHU

Eric Griffin, CLU, RHU

The Cason Group, Inc.
Executive Vice President
avatar for Jason Grover

Jason Grover

Ash Brokerage
President
avatar for Brian Haney

Brian Haney

The Haney Company
Founder
avatar for Debbie Hannam

Debbie Hannam

Brokers Clearing House
President
avatar for Michael Hefferon

Michael Hefferon

LIBRA Insurance Partners, Inc.
CFO & Chief Carrier Strategy Officer
avatar for Peter Hershon, CLU, ChFC

Peter Hershon, CLU, ChFC

Coventry
Senior Vice President, Account Services
avatar for Salene Hitchcock-Gear

Salene Hitchcock-Gear

Prudential
President, Individual Life Insurance
avatar for H. Adam Holt, CFP®, ChFC®

H. Adam Holt, CFP®, ChFC®

Asset-Map
CEO and Founder
avatar for Mark Holweger

Mark Holweger

Legal & General America
President and CEO
avatar for Colleen Horner

Colleen Horner

Nationwide Financial
Vice President, Sr Relationship Manager, National Accounts
avatar for Rick Hyde

Rick Hyde

Insured Connect
Founder & CEO
avatar for Seixas

Seixas "Chad" Milner III

NAILBA
2020 Chairman
avatar for Slava Isayev

Slava Isayev

GreenWave
Founder and CEO.
avatar for Jay Jackson

Jay Jackson

Abacus Life
President & CEO
avatar for Nathan Jacobson

Nathan Jacobson

Simplicity Group
EVP of Sales
avatar for Marty Johnson

Marty Johnson

Mutual of Omaha
Vice President Life Underwriting
avatar for Bryan Jordan, CFA

Bryan Jordan, CFA

Nationwide
Deputy Chief Economist
avatar for Michael Kalen

Michael Kalen

Covr Financial Technologies
CEO
avatar for Luke Kaplan

Luke Kaplan

Gallagher
President, Life Insurance and Annuity Brokerage
avatar for Kathy Kavanaugh, MBA

Kathy Kavanaugh, MBA

Lincoln Financial Group
CMO, SVP Distribution Marketing
avatar for Jena Kennedy

Jena Kennedy

LexisNexis Risk Solutions
Director of Strategy, Life Insurance
avatar for Craig Klenk

Craig Klenk

American National Insurance Company
Vice President of Sales
avatar for Tim Klusas

Tim Klusas

The Marketing Alliance, Inc.
President & CEO
avatar for Krish V. Krishnan

Krish V. Krishnan

Magnifact
Founder and CEO
avatar for Ellen Kusilek

Ellen Kusilek

Securian Financial Group
National Sales Executive
avatar for Dan LaBert

Dan LaBert

NAILBA
CEO
avatar for Robin S. Landers, CLU

Robin S. Landers, CLU

Landers-Stein & Associates, Inc.
Principal
avatar for Jason Lea

Jason Lea

NAILBA
2021 Chairman
avatar for Panagiotis Leledakis

Panagiotis Leledakis

IFA Academy
Founder & CEO
avatar for Linda Levyne

Linda Levyne

John Hancock
SVP, Head of Sales & Distribution
avatar for David Libesman

David Libesman

iPipeline
AVP of Data Analytics
avatar for Kathryn Loheide

Kathryn Loheide

Formstack
Senior Vice President, Marketing
avatar for Annemarie V. Long, RICP®

Annemarie V. Long, RICP®

LightHouse Life Solutions, LLC
Senior Vice President Business Development
avatar for Shirley O'Neil, CLU, ChFC and LUTCF

Shirley O'Neil, CLU, ChFC and LUTCF

Pacific Life Insurance Company
National Field Vice President
avatar for Kelly Lytle

Kelly Lytle

Proformex
VP of Customer Experience
avatar for Kany MacLellan

Kany MacLellan

Brokers' Service Marketing Group
AVP, Underwriting & New Business Manager
avatar for Abby Milner Mann

Abby Milner Mann

The Milner Group
Vice President, New Business
avatar for Tiffany Markarian

Tiffany Markarian

Advantus Marketing
Managing Director and Founder
avatar for Hector Martinez

Hector Martinez

Crump Life Insurance Services
Chief Sales Officer
avatar for Tyson Mayer

Tyson Mayer

Coventry
Regional Vice President
avatar for Kevin M Mayeux

Kevin M Mayeux

National Association of Insurance & Financial Advisors
Chief Executive Officer
avatar for Melinda Meyer

Melinda Meyer

Aspen Strategies, LLC
President
avatar for Dr. Joel Mier

Dr. Joel Mier

University of Richmond
Lecturer of Marketing and Innovation, Robbins School of Business
avatar for Mark Milbrod, CLU, CLTC

Mark Milbrod, CLU, CLTC

Agent Support Group, an Amerilife Company
VP of Sales
avatar for Heather Milligan

Heather Milligan

Lincoln Financial Group
Senior Vice President, Life Underwriting & New Business
avatar for Jeff Mohr

Jeff Mohr

Diversified Brokerage Specialists
President
avatar for Sheryl J. Moore

Sheryl J. Moore

Moore Market Intelligence
President and CEO
avatar for Tod Nasser

Tod Nasser

Pacific Life Insurance Company
Senior Vice President, Investment Management
avatar for Cindy Nodorft

Cindy Nodorft

Transamerica
Inclusion and Diversity Leader
avatar for Brian O'Connell

Brian O'Connell

SBLI of Massachusetts
Chief Underwriter
avatar for Chris Orestis, CSA

Chris Orestis, CSA

LCXLife
President
avatar for Jennifer Ortale

Jennifer Ortale

Securian Financial
National Vice President, Executive Benefits
avatar for Myra Palmer

Myra Palmer

NAILBA
2019 Chairman
avatar for Mark Pellicano

Mark Pellicano

Pacific Life Insurance Company
Vice President, Head of Financial Advisory Network, National...
avatar for Scott Perry

Scott Perry

AmeriLife Group, LLC
Chairman and Chief Executive Officer
avatar for Mark Peterson

Mark Peterson

AIG Financial Distributors
Executive Vice President & Chief Distribution Officer, Life Sales
avatar for Jeffry J. Peterson, CLU

Jeffry J. Peterson, CLU

Truluma
President & CEO
avatar for Thomas L. Petsche, CLU, ChFC, RHU, DIA, DIF

Thomas L. Petsche, CLU, ChFC, RHU, DIA, DIF

Brokerage Solutions
President
avatar for Ray Phillips, CLU, LTCP

Ray Phillips, CLU, LTCP

The Brokers Source
President
avatar for Ryan Pinney

Ryan Pinney

Pinney Insurance Center, Inc
President
avatar for Kevin Pohmer

Kevin Pohmer

INX Tech
Chief Executive Officer
avatar for Marcy S. Pruitt, DIA

Marcy S. Pruitt, DIA

Disability Insurance Services
Managing Partner
avatar for Luke Ramsey

Luke Ramsey

The ASA Group
President
avatar for Ronald Reeves

Ronald Reeves

AIG
Head of Diversity & Inclusion for the United States, Canada, Latin...
avatar for Andrew Reich

Andrew Reich

McKinsey & Company
Associate Partner
avatar for Helena Roberts

Helena Roberts

Lincoln Financial Group
Vice President, Underwriting & New Business
avatar for Greg Roventini

Greg Roventini

First Protective Insurance Group
National Sales Manager
avatar for Bobby Samuelson

Bobby Samuelson

Life Innovators
President
avatar for Maxwell Schmitz, MSFS

Maxwell Schmitz, MSFS

DI & LTC Insurance Services
VP of Marketing & Sales
avatar for Brian Schneier

Brian Schneier

Simplicity Group
EVP of Life Marketing
avatar for Daria Lee Sharman

Daria Lee Sharman

Pacific Life Insurance Company
Assistant Vice President, Enterprise Insights Advisory
avatar for Jeremy Singer

Jeremy Singer

Assistant Vice President, Chief Underwriter
The Cincinnati Life Insurance Company
avatar for Peter R. Skelton

Peter R. Skelton

KAFL Insurance Resources
CEO
avatar for Malcolm Sklar

Malcolm Sklar

GBS Insurance and Financial Services, Inc.
Area President
avatar for Brandy N. Smith

Brandy N. Smith

Lincoln Financial Group
Vice President, Workplace Diversity and Inclusion
avatar for Holly Snyder

Holly Snyder

Nationwide Life
President, Nationwide Life
avatar for James J. Sorebo, CLU

James J. Sorebo, CLU

NAILBA Foundation
avatar for Faisa Stafford

Faisa Stafford

Life Happens
President and CEO
avatar for Dan Stanley

Dan Stanley

Lion Street
VP of Operations
avatar for Jacob Stern

Jacob Stern

Simplicity Group
EVP of Strategy and President of Simplicity Life
avatar for Rick Stewart

Rick Stewart

Crump Life Insurance Services
Director of Long Term Care Solution Center
avatar for Eric Tarnow

Eric Tarnow

AIG
Vice President and Actuary
avatar for Eszylfie Taylor

Eszylfie Taylor

Taylor Insurance and Financial Services
Founder & President
avatar for Eric Taylor, RICP

Eric Taylor, RICP

AIG Financial Distributors
SVP, Distribution – Independent Annuities
avatar for Daphne Thomas

Daphne Thomas

iPipeline
Chief Operating Officer
avatar for Jennifer Torneden

Jennifer Torneden

Legal & General America
SVP, Sales and Strategic Growth
avatar for Ryan Willemsen

Ryan Willemsen

Ensight
Director – Product Management and Market Development
avatar for Courtney Wilson

Courtney Wilson

Fortify Insurance Group
President and Founder
avatar for Martina Winston

Martina Winston

Protective Life
VP and Senior HR Partner
avatar for Dawn Wolfgram, CLF®

Dawn Wolfgram, CLF®

Women in Insurance and Financial Services (WIFS)
Immediate Past President
avatar for James Wong

James Wong

NAILBA
Board of Directors
avatar for John C. Ziambras, CLU

John C. Ziambras, CLU

AimcoR Group
President and Chief Executive Officer