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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.

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Thursday, November 19
 

10:00am EST

NAILBA Virtual "LIVE" Expo Hall
NAILBA's exhibit hall is known for being the largest display of products and services under one roof, dedicated to all of independent distribution. We might have just [virtually] shrunk the “roof” a bit, but we’re still gathering all our major suppliers and partners to showcase their products and services and engage with you during the two-day live event. You’ll have the opportunity to visit various Exhibit Halls including the Main Exhibit Hall with all of the major industry suppliers and the VIP Exhibit Hall with just enough personal attention to feel like you are sitting down for coffee with your favorite solution provider. And if you’re lucky, you could win some fabulous prizes from our sponsors during the event (not virtual prizes either – the real deal!)

The NAILBA Engage Conference & Expo allows you access to booth content, including education videos and product brochures, virtually all year round.



Thursday November 19, 2020 10:00am - 3:00pm EST
https://nailba39engage.vfairs.com/

11:00am EST

Welcome to NAILBA Engage (Day 1): Life Insurance
Welcome to NAILBA 39: Engage!

Speakers
avatar for Katie Fehlinger

Katie Fehlinger

Host & Executive Producer, NAILBA
Up until September 2019, Philadelphians woke up to Katie Fehlinger delivering the weather forecast on CBS3 Eyewitness News This Morning. But the 2:45 A.M. alarm eventually wore out its shelf life and Katie decided to take the biggest leap of her life. She left what many would consider... Read More →
avatar for Dan LaBert

Dan LaBert

CEO, NAILBA



Thursday November 19, 2020 11:00am - 11:15am EST
https://nailba39engage.vfairs.com/

11:15am EST

State of Independent Distribution & 2020 Chairman's Award Announcement
Speakers
avatar for Seixas

Seixas "Chad" Milner III

2020 Chairman, NAILBA
Seixas “Chad” Milner III assumed the role of President and Chief Executive Officer of The Milner Group in 2017 becoming the fourth generation of his family to run the business and had previously served as the Vice President of the Senior Markets division of The Milner Group since... Read More →


Thursday November 19, 2020 11:15am - 11:30am EST
https://nailba39engage.vfairs.com/

11:30am EST

Carrier Update: Nationwide Insurance Company
Speakers
avatar for Holly Snyder

Holly Snyder

President, Nationwide Life, Nationwide Life
Holly is President of Nationwide Life Insurance. In her current role, which she assumed in October of 2019, she is responsible for all aspects of the life business, including life product and business development, managing life sales growth and profitability, executing major strategic... Read More →
avatar for Colleen Horner

Colleen Horner

Vice President, Sr Relationship Manager, National Accounts, Nationwide Financial
Colleen Horner serves as the Vice President, National Accounts of Nationwide Financial. Colleen started at Nationwide Financial in January of 2004. Colleen currently resides in the Greater Philadelphia Area.



Thursday November 19, 2020 11:30am - 11:45am EST
https://nailba39engage.vfairs.com/

11:45am EST

Fearless Leadership
In this popular and inspirational keynote, Carey shares the fundamentals that helped her win in the cockpit at Mach 2 and can help your team win in business:

Be a Catalyst. Make change happen by focusing on what matters most.
Be Tenacious. Overcome your fear of failure.
Be Committed to Excellence. Prepare, Perform, and Prevail to accomplish seemingly impossible missions every day.
Be Resilient. Turn adversity into success.
An industry pioneer and team performance accelerant, Carey is uniquely qualified in the fundamentals of Leadership, Teamwork, Winning Under Pressure, Reducing Errors, and Overcoming Obstacles.

This highly popular leadership keynote will challenge, inform, and inspire your team to move to higher levels of performance in these difficult economic times. Lohrenz offers bottom-line expertise with clear, realistic takeaway items for audiences that can produce both short-term and life changing results.

Speakers
avatar for Carey Lohrenz

Carey Lohrenz

U.S. Navy First Female F-14 Tomcat Pilot
Carey Lohrenz is a dynamic communicator with an incredible story. As the first female F-14 Tomcat pilot, she was a pioneer in military aviation. Having flown missions worldwide as a combat, mission-ready United States Navy pilot, Carey Lohrenz is used to working in fast moving, dynamic... Read More →



Thursday November 19, 2020 11:45am - 12:15pm EST
https://nailba39engage.vfairs.com/

12:15pm EST

Carrier Interview: North American Company for Life & Health Ins.
Speakers
avatar for Dan LaBert

Dan LaBert

CEO, NAILBA
avatar for Jerry Blair

Jerry Blair

Chief Distribution Officer, North American Company for Life & Health Ins



Thursday November 19, 2020 12:15pm - 12:30pm EST
https://nailba39engage.vfairs.com/

12:30pm EST

BGA Thought Leadership and Business Practices Initiative 2.0
Speakers
avatar for Eric Griffin, CLU, RHU

Eric Griffin, CLU, RHU

Executive Vice President, The Cason Group, Inc.
After graduating from the University of South Carolina, Eric joined The Cason Group in 1998. Eric leads the financial services division of The Cason Group which includes individual life insurance, long term care insurance, and income protection/individual disability insurance. He... Read More →
avatar for Brian Haney

Brian Haney

Founder, The Haney Company
Brian Haney is a Certified Association Executive, specializing in insurance and financial solutions for associations. Founder of his firm The Haney Company, he is passionate about educating and empowering consumers to achieve financial success. A 16-year industry veteran, operating... Read More →
avatar for Tiffany Markarian

Tiffany Markarian

Managing Director and Founder, Advantus Marketing
Since 1995, Tiffany Markarian has personally coached hundreds of wealth advisors, broker/dealers, brokerage and insurance firms in driving productivity, practice equity and overall growth. She draws from her deep field experience as a Director of Marketing for Allmerica Financial... Read More →
avatar for Edward J. Easterly Esq.

Edward J. Easterly Esq.

Founding Member, Hoffman Hlavac & Easterly
Edward J. Easterly, a founding member of Hoffman Hlavac & Easterly, graduated from Muhlenberg College in 2003.  Edward subsequently graduated from Villanova Law School, cum laude, in 2006 and since that time has focused his practice on labor and employment law and civil and commercial... Read More →


Thursday November 19, 2020 12:30pm - 1:00pm EST
https://nailba39engage.vfairs.com/

1:00pm EST

Spotlight Solution: BGA Panel: How Data is Driving Better Performance and More Business
AgencyONE, Lion Street and Gen3 Advisor Group have all made investments and commitments to move their organizations to be more data-driven.  In this panel, hear from executives at these three organizations as they share their successes with agent performance, agent recruitment, placement lift and more.  Leave this session with insights into how data can guide your strategies and empower you to confidently make changes in your business.

Speakers
avatar for Brigitte Flannery

Brigitte Flannery

VP of New Business, AgencyONE
Brigitte has been with AgencyONE since its inception. She has a wealth of insurance experience in New Business, Relationship Management and Marketing.  As the VP of New Business, Brigitte is responsible for managing the AgencyONE staff of Case Managers & Admin Support.  Brigitte’s... Read More →
avatar for Dan Stanley

Dan Stanley

VP of Operations, Lion Street
Dan Stanley brings more than 25 years of life insurance experience to Lion Street. Dan has run operations for several insurance carriers and distributors, with specific expertise in finding solutions to optimize the customer experience. Dan has held several key roles over the years... Read More →
avatar for Mac Chrystal

Mac Chrystal

President & CEO, Gen3 Advisor Group
Mac brings 10 years of life and annuity distribution experience to the Gen3 team. His passion for independent distribution is shared by his immediate family, who together founded Gen3 during a period of major adversity. A driving force at the helm since day one, Mac has overseen exceptional... Read More →
avatar for David Libesman

David Libesman

AVP of Data Analytics, iPipeline
David Libesman, AVP of Data Analytics, launched and manages iPipeline’s enterprise Data Analytics and Data Science practice. As a previous Sales Director at iPipeline, David learned the insurance industry and spent time with customers understanding their key pain points. Combining... Read More →
avatar for Jessica Brown

Jessica Brown

Assistant Vice President, Marketing, iPipeline
Jessica Brown, Assistant Vice President, Marketing, is a dedicated, team-oriented sales and marketing executive with polished communication and presentation skills. Jessica has over 15 years of experience in SaaS solution marketing, brand management and lead generation for multi-million... Read More →



Thursday November 19, 2020 1:00pm - 1:30pm EST
https://nailba39engage.vfairs.com/

1:30pm EST

Panel Discussion: Succession Planning, Mergers & Acquisitions
Speakers
avatar for Scott Perry

Scott Perry

Chairman and Chief Executive Officer, AmeriLife Group, LLC
Scott Perry is the Chairman and Chief Executive Officer of AmeriLife Group, LLC. He has been instrumental in leading AmeriLife to its current position as the national leader in marketing and distributing life and health insurance, annuities and retirement planning solutions to pre-retirees... Read More →
avatar for Bruce Donaldson

Bruce Donaldson

Chief Executive Officer, Simplicity Group Holdings
Mr. Donaldson serves as Simplicity’s President and Chief Executive Officer. Mr. Donaldson is responsible for defining the Group’s strategic direction and managing its various operating businesses. Prior to Simplicity, Mr. Donaldson was a managing director at an international investment... Read More →
avatar for Bryan W. Adams

Bryan W. Adams

Co-Founder and Chief Executive Officer, Integrity Marketing Group
Bryan is the Co-Founder and Chief Executive Officer for Integrity Marketing Group and leads the day-to-day operations of the company. Bryan also serves on the Board of Directors of Integrity. Bryan is the Founder of Legacy Safeguard, LLC a company dedicated with helping members leave... Read More →
avatar for Luke Kaplan

Luke Kaplan

President, Life Insurance and Annuity Brokerage, Gallagher
avatar for Nancy Cooke

Nancy Cooke

Securian Financial Group



Thursday November 19, 2020 1:30pm - 2:15pm EST
https://nailba39engage.vfairs.com/

2:15pm EST

Producer Focus: Client Perception & Neuroscience
Speakers
avatar for Panagiotis Leledakis

Panagiotis Leledakis

Founder & CEO, IFA Academy
Panagiotis Leledakis is the Founder & CEO of IFA Academy - International Financial Architects.He studied at Kapodistrian University in the Law Department of the Athens Law School. But his heart and soul is well vested in the insurance industry. He started his career rather early in... Read More →



Thursday November 19, 2020 2:15pm - 2:30pm EST
https://nailba39engage.vfairs.com/
 
Tuesday, November 24
 

10:00am EST

NAILBA Virtual "LIVE" Expo Hall
NAILBA's exhibit hall is known for being the largest display of products and services under one roof, dedicated to all of independent distribution. We might have just [virtually] shrunk the “roof” a bit, but we’re still gathering all our major suppliers and partners to showcase their products and services and engage with you during the two-day live event. You’ll have the opportunity to visit various Exhibit Halls including the Main Exhibit Hall with all of the major industry suppliers and the VIP Exhibit Hall with just enough personal attention to feel like you are sitting down for coffee with your favorite solution provider. And if you’re lucky, you could win some fabulous prizes from our sponsors during the event (not virtual prizes either – the real deal!)

The NAILBA Engage Conference & Expo allows you access to booth content, including education videos and product brochures, virtually all year round.


Tuesday November 24, 2020 10:00am - 3:00pm EST
https://nailba39engage.vfairs.com/

11:00am EST

Welcome to NAILBA Engage (Day 2): Life Insurance + Long-Term Care + AG 49A
Speakers
avatar for Katie Fehlinger

Katie Fehlinger

Host & Executive Producer, NAILBA
Up until September 2019, Philadelphians woke up to Katie Fehlinger delivering the weather forecast on CBS3 Eyewitness News This Morning. But the 2:45 A.M. alarm eventually wore out its shelf life and Katie decided to take the biggest leap of her life. She left what many would consider... Read More →



Tuesday November 24, 2020 11:00am - 11:15am EST
https://nailba39engage.vfairs.com/

11:15am EST

BGA / Carrier Panel Discussion: New Perspective - Getting Quality Advisors through Profiling & How to Create Stickiness by More apps/advisor, Diversity & Sales Support.
Speakers
avatar for Chad Eyrich, CLTC, LTCP

Chad Eyrich, CLTC, LTCP

VP, Long-Term Care & Linked Benefit Sales, Ash Brokerage
As the VP of Long-Term Care and Linked Benefit Sales, Chad Eyrich is like an LTC maestro. He not only helps educate advisors and their clients on the importance of care planning, but he also orchestrates a smooth application process from start to finish. He travels through the United... Read More →
avatar for Christopher L. Gandy

Christopher L. Gandy

Founder, Midwest Legacy Group, LLC.
Chris works with clients to create custom financial strategies designed to help make their dream retirement lifestyle a reality.In 1999, Chris started his own financial services practice and, since then, has worked with business owners, physicians, professional athletes and key executives... Read More →
avatar for Rick Stewart

Rick Stewart

Director of Long Term Care Solution Center, Crump Life Insurance Services
Rick Stewart serves as a director for the Long Term Care (LTC) Solution Center at Crump Life Insurance Services. He began his career with Crump in 2006 and has over 14 years of LTC and linked benefit product sales experience as an LTC wholesaler. During his tenure with Crump, Rick... Read More →
avatar for Dr. Joel Mier

Dr. Joel Mier

Lecturer of Marketing and Innovation, Robbins School of Business, University of Richmond
Dr. Joel Mier has been leading the charge for customer centricity for over 20 years. A Silicon Valley native, Joel is a Lecturer of Marketing and Innovation at the University of Richmond and a visiting professor at Universidad Panamericana in Mexico. Joel frequently teaches at leading... Read More →
avatar for Tracey Edgar, RN, BSN, CLTC

Tracey Edgar, RN, BSN, CLTC

Vice President of Sales, Care Solutions, OneAmerica Financial Partners, Inc.
As Vice President of Sales for OneAmerica®, Tracey Edgar leads all Care Solutions sales and distribution (bank, broker dealer and brokerage). She is a national speaker on the topic of “The Long-Term Care Crisis in America” and has more than 20 years of experience helping distribution... Read More →



Tuesday November 24, 2020 11:15am - 11:45am EST
https://nailba39engage.vfairs.com/

11:45am EST

AG 49 A Interview
Speakers
avatar for Patrick Bowen, CLU

Patrick Bowen, CLU

Co-Founder, InsurAware
Patrick is a senior executive with 25 years of broad based experience in multiple distributions. He is an exceptional sales professional who leads by example and delivers results. He started his career in financial services working for an insurance carrier during his high school and... Read More →
avatar for Eric Tarnow

Eric Tarnow

Vice President and Actuary, AIG



Tuesday November 24, 2020 11:45am - 12:00pm EST
https://nailba39engage.vfairs.com/

12:00pm EST

Carrier Update: Lincoln Financial
Speakers
avatar for Andrew Bucklee, CLU, ChFC, CFP

Andrew Bucklee, CLU, ChFC, CFP

Head of Life & Executive Benefits Distribution, Senior Vice President



Tuesday November 24, 2020 12:00pm - 12:15pm EST
https://nailba39engage.vfairs.com/

12:15pm EST

Nerves of Steel
This program addresses life-changing concepts by explaining the step-by-step process necessary to guide you. Dr. Elko teaches you how to be mentally tough when times call for it, and how to stay focused on the things that are truly important.

Although there has been much energy given to stress and how to handle it, the challenges of the stressful environment remain. Today's workplace, be it an athletic field, a business office, or our home, is more stressful than ever and people report being less able to handle their environment now than any time in history. In his approach, Dr. Elko discusses the strategy necessary to develop Nerves of Steel. He points out the importance of intrinsic motivation and how to keep those motivators in front of you at all times. Dr. Elko discusses how to focus using specific self-talk and how to identify your internal Voice of Judgment (V.O.J.) and how to internally respond to it. Finally, to retain the information taught in this program, Dr. Elko explains how to give away the very thing you need...your "68".

There is very little evidence that I.Q. alone is responsible for the success that an individual has in life. But one's ability to focus through adversity, be creative and maintain motivation, all factors that are referred to as having "Nerves of Steel" has been known to have a significant influence on one's success and satisfaction.

Speakers
avatar for Dr. Kevin Elko

Dr. Kevin Elko

Nationally Renowned Sports Psychologist
Dr. Elko received his Bachelors in Biology Education and Coaching from California University of Pennsylvania. He then went on to West Virginia University where he received two Masters and a Doctorate and was later inducted into West Virginia University Hall of Fame.He went on to intern... Read More →



Tuesday November 24, 2020 12:15pm - 12:45pm EST
https://nailba39engage.vfairs.com/

12:45pm EST

BGA/ Carrier Panel Discussion: Future of Underwriting
Speakers
avatar for Brian O'Connell

Brian O'Connell

Chief Underwriter, SBLI of Massachusetts
Brian is responsible for the Company’s underwriting function and oversees a staff of well-experienced underwriters. It is his responsibility to assure that applications for insurance are placed in the proper underwriting class, based on the Company’s underwriting criteria and... Read More →
avatar for Tim Klusas

Tim Klusas

President & CEO, The Marketing Alliance, Inc.
avatar for Marty Johnson

Marty Johnson

Vice President Life Underwriting, Mutual of Omaha
avatar for Jeremy Singer

Jeremy Singer

The Cincinnati Life Insurance Company, Assistant Vice President, Chief Underwriter



Tuesday November 24, 2020 12:45pm - 1:15pm EST
https://nailba39engage.vfairs.com/

1:45pm EST

Spotlight Solution: Producer Segmentation & Data Science
Speakers
avatar for Daria Lee Sharman

Daria Lee Sharman

Assistant Vice President, Enterprise Insights Advisory, Pacific Life Insurance Company
With over 10 years of leadership experience across multiple industries, Daria has consistently demonstrated expertise in brand management, customer experience, strategic analytics, and business and marketing strategy.Daria holds graduate degrees in space physics (Michigan - Go Blue... Read More →
avatar for Michael Hefferon

Michael Hefferon

CFO & Chief Carrier Strategy Officer, LIBRA Insurance Partners, Inc.
Michael J. Hefferon began his career with two life insurance carriers in product development and distribution roles.Hefferon formed Bufkin, Hefferon &Siegel, Inc. a New York City based Brokerage Agency in 1988, which merged with Ash Brokerage in 2006. As a Principal at Ash Brokerage... Read More →
avatar for Shirley O'Neil, CLU, ChFC and LUTCF

Shirley O'Neil, CLU, ChFC and LUTCF

National Field Vice President, Pacific Life Insurance Company
Capitalizing on extensive experience, bringing over 38 years of experience in the Insurance and Financial Services industry. She began as a producer for John Hancock in the agency system where recruited,trained and managed staff and career agents while simultaneously working personal... Read More →



Tuesday November 24, 2020 1:45pm - 2:15pm EST
https://nailba39engage.vfairs.com/

2:15pm EST

Producer Focus: The Approach
Speakers
avatar for Eszylfie Taylor

Eszylfie Taylor

Founder & President, Taylor Insurance and Financial Services
Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services located in the financial district of Pasadena, California, and serves as financial advisor to individuals, business owners, and high net worth families. He attended Concordia University on a basketball... Read More →



Tuesday November 24, 2020 2:15pm - 2:30pm EST
https://nailba39engage.vfairs.com/
 
Wednesday, December 16
 

10:00am EST

NAILBA Virtual "LIVE" Expo Hall
NAILBA's exhibit hall is known for being the largest display of products and services under one roof, dedicated to all of independent distribution. We might have just [virtually] shrunk the “roof” a bit, but we’re still gathering all our major suppliers and partners to showcase their products and services and engage with you during the two-day live event. You’ll have the opportunity to visit various Exhibit Halls including the Main Exhibit Hall with all of the major industry suppliers and the VIP Exhibit Hall with just enough personal attention to feel like you are sitting down for coffee with your favorite solution provider. And if you’re lucky, you could win some fabulous prizes from our sponsors during the event (not virtual prizes either – the real deal!)

The NAILBA Engage Conference & Expo allows you access to booth content, including education videos and product brochures, virtually all year round.


Wednesday December 16, 2020 10:00am - 3:00pm EST
https://nailba39engage.vfairs.com/

11:00am EST

Welcome to NAILBA ENGAGE (Day 3): Future Forward
Speakers
avatar for Katie Fehlinger

Katie Fehlinger

Host & Executive Producer, NAILBA
Up until September 2019, Philadelphians woke up to Katie Fehlinger delivering the weather forecast on CBS3 Eyewitness News This Morning. But the 2:45 A.M. alarm eventually wore out its shelf life and Katie decided to take the biggest leap of her life. She left what many would consider... Read More →


Wednesday December 16, 2020 11:00am - 11:15am EST
https://nailba39engage.vfairs.com/

11:15am EST

2021 NAILBA Chairman Address
Speakers
avatar for Jason Lea

Jason Lea

2021 Chairman, NAILBA
Jason Lea joined Brokers’ Service Marketing Group in 2000 and in his current role of President, oversees all sales & marketing related activities at BSMG. He was recently recognized as one of the most promising young executives in Rhode Island as a part of the Providence Business... Read More →


Wednesday December 16, 2020 11:15am - 11:30am EST
https://nailba39engage.vfairs.com/

11:30am EST

Carrier Update: Prudential
Speakers
avatar for Kevin Brayton, MBA

Kevin Brayton, MBA

Executive Vice President (EVP), Distribution & Sales, Prudential



Wednesday December 16, 2020 11:30am - 11:45am EST
https://nailba39engage.vfairs.com/

11:45am EST

NAILBA ID 20 Award Recipients Announced
Speakers
avatar for Dan LaBert

Dan LaBert

CEO, NAILBA



Wednesday December 16, 2020 11:45am - 12:00pm EST
https://nailba39engage.vfairs.com/

12:00pm EST

CEO Interview: Prudential
Speakers
avatar for Jason Lea

Jason Lea

2021 Chairman, NAILBA
Jason Lea joined Brokers’ Service Marketing Group in 2000 and in his current role of President, oversees all sales & marketing related activities at BSMG. He was recently recognized as one of the most promising young executives in Rhode Island as a part of the Providence Business... Read More →
avatar for Salene Hitchcock-Gear

Salene Hitchcock-Gear

President, Individual Life Insurance, Prudential
Salene Hitchcock-Gear is president of Prudential Individual Life Insurance. Prudential Individual Life Insurance is a business unit of Prudential that offers competitive solutions to meet the needs of consumers through the manufacturing and distribution of a diverse portfolio of life... Read More →


Wednesday December 16, 2020 12:00pm - 12:15pm EST
https://nailba39engage.vfairs.com/

12:15pm EST

Carrier Interview: AIG & Mark Peterson, Executive Vice President & Chief Distribution Officer
Speakers
avatar for Jason Lea

Jason Lea

2021 Chairman, NAILBA
Jason Lea joined Brokers’ Service Marketing Group in 2000 and in his current role of President, oversees all sales & marketing related activities at BSMG. He was recently recognized as one of the most promising young executives in Rhode Island as a part of the Providence Business... Read More →
avatar for Mark Peterson

Mark Peterson

Executive Vice President & Chief Distribution Officer, Life Sales, AIG Financial Distributors



Wednesday December 16, 2020 12:15pm - 12:30pm EST
https://nailba39engage.vfairs.com/

12:30pm EST

Investing in the Time of Pandemic
  • How Life Companies are faring through the current environment
  • Likely contours for the virus and capital markets
  • How Life Co investments will evolve in the near term
  • How Life Products will evolve

Speakers
avatar for Tod Nasser

Tod Nasser

Senior Vice President, Investment Management, Pacific Life Insurance Company
Mr. Nasser oversees Pacific Life’s general account portfolios and advises Pacific Life’s product divisions and subsidiaries on product design, investment opportunities, and hedging strategies. Mr. Nasser joined Pacific Life in 1991. In 2004, he was named chief derivatives officer... Read More →



Wednesday December 16, 2020 12:30pm - 1:00pm EST
https://nailba39engage.vfairs.com/

1:00pm EST

Spotlight Solution: The Power of Virtual Selling
Speakers
avatar for Mark Pellicano

Mark Pellicano

Vice President, Head of Financial Advisory Network, National Accounts, and Long Term Care, Pacific Life Insurance Company



Wednesday December 16, 2020 1:00pm - 1:30pm EST
https://nailba39engage.vfairs.com/

1:30pm EST

Spotlight Solution: Increasing Placement, Advanced Case Management.
Speakers
avatar for Helena Roberts

Helena Roberts

Vice President, Underwriting & New Business, Lincoln Financial Group
avatar for Tori Van Dusen-Roos

Tori Van Dusen-Roos

Executive Committee, NAILBA
Tori Van Dusen-Roos is the Principal – Chief Operations Officer - at Diversified Brokerage Services, Inc. (DBS). Tori joined DBS in May of 1993 after graduation from Arizona State University with a bachelor’s degree in communications. She, along with her brother George ‘Chip... Read More →
avatar for Debbie Hannam

Debbie Hannam

President, Brokers Clearing House
Debbie Hannam is President of Brokers Clearing House, a local Life Insurance Brokerage Firm in West Des Moines providing customers with financial products and security.  Residing in West Des Moines, Iowa, Debbie began her career with a Des Moines domiciled life insurance carrier... Read More →
avatar for Melinda Meyer

Melinda Meyer

President, Aspen Strategies, LLC
Nationally recognized authority on organizational and operational excellence and infrastructure development within life insurance agency and financial planning arenas; over 30 years of senior management experience in both multi-carrier insurance environments, financial planning and... Read More →
avatar for Luke Ramsey

Luke Ramsey

President, The ASA Group
Luke Ramsey grew up in the independent brokerage business. His father, Jiggs Ramsey, started The ASA Group in 1977. The ASA Group is a multi-carrier wholesale distributor of quality life insurance, longterm care, disability and annuity products. Luke joined the ASA Group on full-time... Read More →
avatar for Tiffany Markarian

Tiffany Markarian

Managing Director and Founder, Advantus Marketing
Since 1995, Tiffany Markarian has personally coached hundreds of wealth advisors, broker/dealers, brokerage and insurance firms in driving productivity, practice equity and overall growth. She draws from her deep field experience as a Director of Marketing for Allmerica Financial... Read More →


Wednesday December 16, 2020 1:30pm - 2:00pm EST
https://nailba39engage.vfairs.com/

2:00pm EST

2:30pm EST

VUL 2.0: Why VUL?
Speakers
avatar for Craig Collins

Craig Collins

President & Executive Director, Insurance Designers of America
J. Craig Collins is a 42-year veteran of the insurance  industry. He began his insurance career as an agent in 1977. He currently serves as President and Executive Director for Insurance Designers of America (IDA), one of the nation’s oldest and largest Independent Marketing Organizations... Read More →
avatar for Bobby Samuelson

Bobby Samuelson

President, Life Innovators
Bobby Samuelson is a nationally acclaimed industry expert/influencer and the executive editor of The Life Product Review, a valued resource for independent and objective life insurance product intelligence. He has authored articles for publications such as Trusts & Estates and the... Read More →



Wednesday December 16, 2020 2:30pm - 3:15pm EST
https://nailba39engage.vfairs.com/

3:15pm EST

Producer Focus: Digital Transformation
Speakers
avatar for Panagiotis Leledakis

Panagiotis Leledakis

Founder & CEO, IFA Academy
Panagiotis Leledakis is the Founder & CEO of IFA Academy - International Financial Architects.He studied at Kapodistrian University in the Law Department of the Athens Law School. But his heart and soul is well vested in the insurance industry. He started his career rather early in... Read More →



Wednesday December 16, 2020 3:15pm - 3:30pm EST
https://nailba39engage.vfairs.com/
 
Thursday, December 17
 

7:00pm EST

Welcome to NAILBA ENGAGE (Day 4): A Night with NAILBA
Speakers
avatar for Katie Fehlinger

Katie Fehlinger

Host & Executive Producer, NAILBA
Up until September 2019, Philadelphians woke up to Katie Fehlinger delivering the weather forecast on CBS3 Eyewitness News This Morning. But the 2:45 A.M. alarm eventually wore out its shelf life and Katie decided to take the biggest leap of her life. She left what many would consider... Read More →
avatar for James J. Sorebo, CLU

James J. Sorebo, CLU

NAILBA Foundation
James J. Sorebo, CLU®, serves as Senior Vice President, Community Banks & IBDs for Highland Capital Brokerage. Jim started his financial services career in 1979 and was an executive with an industry leading insurance and investment company. While there, he led the company’s wholesaling... Read More →



Thursday December 17, 2020 7:00pm - 7:15pm EST
https://nailba39engage.vfairs.com/

7:15pm EST

NAILBA Foundation Corporate Support Showcase and 2020 Grant Award Winners
Speakers
avatar for Robin S. Landers, CLU

Robin S. Landers, CLU

Principal, Landers-Stein & Associates, Inc.
Robin S. Landers, CLU is a principal of Landers-Stein & Associates, Inc., which was founded in 1959 by Bernie Landers and Marty Stein. In continuing the honor and traditions of that partnership, this agency serves the brokerage community as a source of quality products, impaired risk... Read More →



Thursday December 17, 2020 7:15pm - 7:30pm EST
https://nailba39engage.vfairs.com/

7:30pm EST

The 2020 Douglas Mooers Award for Excellence Announcement
Speakers
avatar for Myra Palmer

Myra Palmer

2019 Chairman, NAILBA
Myra Palmer is president of The Palmer Agency and an advocate of the life insurance industry. With more than thirty years in the agency she brings knowledge, passion, and experience; carrying on a family legacy that began when her father, Howard H. Palmer founded the Palmer Agency... Read More →



Thursday December 17, 2020 7:30pm - 7:45pm EST
https://nailba39engage.vfairs.com/

7:45pm EST

The Douglas Mooers Award Toast & Carrier Update: Pacific Life
Speakers
avatar for Mark Pellicano

Mark Pellicano

Vice President, Head of Financial Advisory Network, National Accounts, and Long Term Care, Pacific Life Insurance Company



Thursday December 17, 2020 7:45pm - 8:00pm EST
https://nailba39engage.vfairs.com/

8:00pm EST

James Beard Foundation Award-Winning Chef Michael Solomonov
Recipe Link HERE

Speakers
avatar for Michael Solomonov

Michael Solomonov

Owner & Chef, Zahav
Chef Michael Solomonov was born in G'nei Yehuda, Israel and raised in Pittsburgh. At the age of 18, he returned to Israel with no Hebrew language skills, taking the only job he could get – working in a bakery – and his culinary career was born.Solomonov is the 2011 James Beard... Read More →



Thursday December 17, 2020 8:00pm - 9:00pm EST
https://nailba39engage.vfairs.com/
 
Wednesday, January 13
 

10:00am EST

NAILBA Virtual "LIVE" Expo Hall
NAILBA's exhibit hall is known for being the largest display of products and services under one roof, dedicated to all of independent distribution. We might have just [virtually] shrunk the “roof” a bit, but we’re still gathering all our major suppliers and partners to showcase their products and services and engage with you during the two-day live event. You’ll have the opportunity to visit various Exhibit Halls including the Main Exhibit Hall with all of the major industry suppliers and the VIP Exhibit Hall with just enough personal attention to feel like you are sitting down for coffee with your favorite solution provider. And if you’re lucky, you could win some fabulous prizes from our sponsors during the event (not virtual prizes either – the real deal!)

The NAILBA Engage Conference & Expo allows you access to booth content, including education videos and product brochures, virtually all year round.

Wednesday January 13, 2021 10:00am - 3:00pm EST
https://nailba39engage.vfairs.com/

11:00am EST

Welcome to NAILBA ENGAGE (Day 5): Life Insurance & Disability Insurance
Speakers
avatar for Katie Fehlinger

Katie Fehlinger

Host & Executive Producer, NAILBA
Up until September 2019, Philadelphians woke up to Katie Fehlinger delivering the weather forecast on CBS3 Eyewitness News This Morning. But the 2:45 A.M. alarm eventually wore out its shelf life and Katie decided to take the biggest leap of her life. She left what many would consider... Read More →
avatar for James Wong

James Wong

Board of Directors, NAILBA
James Wong is the Area Executive Vice President of Partners Advantage, a Gallagher Company. Agencies looking to elevate their business growth strategy, enhance production, and eliminate inefficiencies have come to depend on James’ expertise. Throughout his time in the industry... Read More →


Wednesday January 13, 2021 11:00am - 11:15am EST
https://nailba39engage.vfairs.com/

11:15am EST

Carrier Panel Discussion with Principal: Disability Insurance
Speakers
avatar for Eric Griffin, CLU, RHU

Eric Griffin, CLU, RHU

Executive Vice President, The Cason Group, Inc.
After graduating from the University of South Carolina, Eric joined The Cason Group in 1998. Eric leads the financial services division of The Cason Group which includes individual life insurance, long term care insurance, and income protection/individual disability insurance. He... Read More →
avatar for Steve Becker

Steve Becker

National Vice President - Individual Disability Income Sales, Principal Life Insurance Company
Steve Becker joined Principal in June,1996.  Appointed to his current role in September 2018, he is the National Vice President for Individual Disability Insurance Distribution.  In that role, he manages a team of wholesalers focused on driving sales of Principal’s Disability... Read More →
avatar for Courtney Wilson

Courtney Wilson

President and Founder, Fortify Insurance Group
After graduating from Clark University in Worcester, MA, Courtney worked for several notable companies including ADP, Boston Scientific and Inc. Magazine before finding his way into the Insurance Industry.Courtney began his insurance career in 2000 working for an established Brokerage... Read More →
avatar for Marcy S. Pruitt, DIA

Marcy S. Pruitt, DIA

Managing Partner, Disability Insurance Services
Marcy joined Disability Insurance Services (DIS) in 2006 to establish the Arizona branch office and manage the southwest region. As a managing partner, Marcy helps general agency managers and DI brokers develop income protection programs and selling proficiency.Prior to joining DIS... Read More →



Wednesday January 13, 2021 11:15am - 11:45am EST
https://nailba39engage.vfairs.com/

11:45am EST

Carrier Panel Discussion with Mutual of Omaha: Disability Insurance
Speakers
avatar for Eugene Cohen

Eugene Cohen

Chief Executive Officer, Eugene Cohen Insurance Agency, Inc.
After receiving a B.S. from Ohio State University in 1963, Eugene Cohen began his insurance industry career in Cleveland with a company that specialized in disability income protection. Achieving top sales status, Eugene became a general agent in Columbus, bringing that agency to... Read More →
avatar for Jeffry J. Peterson, CLU

Jeffry J. Peterson, CLU

President & CEO, Truluma
Jeffry J. Peterson, CLU, started in the financial services industry in 1990 after earning a degree in Economics from University of Washington and founded Truluma (then, Pacific Advisors) in October of 2000 to provide advisors with a single access point to the income protection marketplace... Read More →
avatar for Corey Anderson

Corey Anderson

Founder, DI GEEK
Corey Anderson is the DI GEEK. He is the owner and founder specializing in Disability Insurance. His primary focus is helping advisors and their clients with reviewing and implementing insurance plans. He is a passionate, energetic, experienced agent who brings a different business... Read More →



Wednesday January 13, 2021 11:45am - 12:15pm EST
https://nailba39engage.vfairs.com/

12:15pm EST

Solution Interview: H. Adam Holt of Asset-Map
Speakers
avatar for H. Adam Holt, CFP®, ChFC®

H. Adam Holt, CFP®, ChFC®

CEO and Founder, Asset-Map
H. Adam Holt has been a financial advisor for over 20 years, during which time he has helped build and manage his wealth management firm to over $1B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset... Read More →


Wednesday January 13, 2021 12:15pm - 12:30pm EST
https://nailba39engage.vfairs.com/

12:30pm EST

BGA Panel Discussion: How Do You Do DI? Ideas from DI Insiders
Speakers
avatar for Thomas L. Petsche, CLU, ChFC, RHU, DIA, DIF

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

President, Brokerage Solutions
Thomas L. Petsche is President of Brokerage Solutions in Cedar Rapids, Iowa .For the past 22 years he has done Employee Benefit consulting, specializing in disability income and long-term care insurance for both individuals and groups. His agency covers most of the Midwestern states... Read More →
avatar for Jeff Mohr

Jeff Mohr

President, Diversified Brokerage Specialists
Jeff trains insurance advisors in the areas of life, disability, long term care insurance and fixed annuity sales and insurance planning. Jeff and Diversified Brokerage also hold seminars on these topics providing continuing education credits for producers. Jeff is a certified CE... Read More →
avatar for Maxwell Schmitz, MSFS

Maxwell Schmitz, MSFS

VP of Marketing & Sales, DI & LTC Insurance Services
Max started at DI+LTC in 2009. He has become a marketing and contract expert after familiarizing himself on the back-end of the DI sales process in his first few years. Max is the co-author of “The Questions and Answers on Disability Insurance Workbook” and has been a frequent... Read More →
avatar for Ray Phillips, CLU, LTCP

Ray Phillips, CLU, LTCP

President, The Brokers Source
Ray Phillips is the President of The Brokers Source, Ltd/PlusGroup Pennsylvania., a full-service, independent insurance brokerage firm providing fixed insurance products and guidance to insurance agents, financial planners and other financial professionals.Ray was Chairman of the... Read More →


Wednesday January 13, 2021 12:30pm - 1:00pm EST
https://nailba39engage.vfairs.com/

1:00pm EST

Improve Your Leadership. Improve Your Life.
Welcome to the Admiral's Almanac and the wit and wisdom of retired Rear Admiral Garry Hall. He shares with you the leadership lessons he has learned in a life at sea, in the air, industry, and politics. Leaders are made and not born. Learn from the admiral and improve your personal and professional life. It's never too late to improve your life. Welcome Aboard!


Speakers
avatar for Garry E. Hall

Garry E. Hall

Rear Admiral, US Navy & White House
Rear Admiral Garry Hall, received a political appointment to serve as a Senior Director on the National Security Council (NSC) and Special Assistant to the President for National Security Affairs. On the NSC he was responsible for Human Rights, Humanitarian Assistance, Immigration... Read More →



Wednesday January 13, 2021 1:00pm - 1:30pm EST
https://nailba39engage.vfairs.com/

1:30pm EST

BGA/Carrier Panel Discussion: Insuring America Today, Protecting More Families in an Increasingly Automated World
Speakers
avatar for Scott Fergusson

Scott Fergusson

Chief Executive Officer, Techficient
I am the Chief Executive Officer at Techficient, an insurtech company formed in 2020 by Ash Brokerage. As an independent company with strong connections to the industry, we see a tremendous opportunity to transform the insurance space using the case management tools we have developed... Read More →
avatar for Peter R. Skelton

Peter R. Skelton

CEO, KAFL Insurance Resources
Mr. Skelton came to KAFL Insurance Resources in 1992 serving as a Brokerage Manager cultivating relationships with advisors and assisting them in seeking out and crafting the best insurance solutions for their clients.  As of January 2011, he was appointed as President, taking great... Read More →
avatar for Michael Kalen

Michael Kalen

CEO, Covr Financial Technologies
Michael Kalen is CEO of Covr Financial Technologies, a VC-backed digital life insurance platform that provides a simpler way to research and buy insurance from top insurance providers using digital commerce, AI and leading edge technology.Prior to joining Covr, Mike led several organizations... Read More →
avatar for Jason Lea

Jason Lea

2021 Chairman, NAILBA
Jason Lea joined Brokers’ Service Marketing Group in 2000 and in his current role of President, oversees all sales & marketing related activities at BSMG. He was recently recognized as one of the most promising young executives in Rhode Island as a part of the Providence Business... Read More →
avatar for Mark Holweger

Mark Holweger

President and CEO, Legal & General America
Mark Holweger is President and CEO of Legal & General America’s insurance division, which includes operating companies Banner Life Insurance Company and William Penn Life Insurance Company of New York. He is responsible for the day-to-day operations of the business, ensuring service... Read More →



Wednesday January 13, 2021 1:30pm - 2:00pm EST
https://nailba39engage.vfairs.com/

2:00pm EST

Future of Life Insurance: Reimagining the Industry for the Decade Ahead
Over the past decade, life insurers have struggled with growth and profitability. By focusing on three priorities, insurers can reinvent themselves and reestablish their vital role in customers’ lives.

Download Full Report: HERE

Speakers
avatar for Jonathan Godsall

Jonathan Godsall

Partner, McKinsey & Company
I am a Partner with McKinsey & Company’s New York office and head the North American Retirement practice. I serve leading financial institutions on strategy, growth, client experience, digital reinvention and organizational issues. Most recently, I have written about how North American... Read More →
avatar for Andrew Reich

Andrew Reich

Associate Partner, McKinsey & Company


Wednesday January 13, 2021 2:00pm - 2:30pm EST
https://nailba39engage.vfairs.com/

2:30pm EST

Producer Focus: The Fact Find
Speakers
avatar for Eszylfie Taylor

Eszylfie Taylor

Founder & President, Taylor Insurance and Financial Services
Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services located in the financial district of Pasadena, California, and serves as financial advisor to individuals, business owners, and high net worth families. He attended Concordia University on a basketball... Read More →



Wednesday January 13, 2021 2:30pm - 2:45pm EST
https://nailba39engage.vfairs.com/
 
Wednesday, January 27
 

10:00am EST

NAILBA Virtual "LIVE" Expo Hall
NAILBA's exhibit hall is known for being the largest display of products and services under one roof, dedicated to all of independent distribution. We might have just [virtually] shrunk the “roof” a bit, but we’re still gathering all our major suppliers and partners to showcase their products and services and engage with you during the two-day live event. You’ll have the opportunity to visit various Exhibit Halls including the Main Exhibit Hall with all of the major industry suppliers and the VIP Exhibit Hall with just enough personal attention to feel like you are sitting down for coffee with your favorite solution provider. And if you’re lucky, you could win some fabulous prizes from our sponsors during the event (not virtual prizes either – the real deal!)

The NAILBA Engage Conference & Expo allows you access to booth content, including education videos and product brochures, virtually all year round.

Wednesday January 27, 2021 10:00am - 3:00pm EST
https://nailba39engage.vfairs.com/

11:00am EST

Welcome to NAILBA ENGAGE (Day 6): Life Insurance + Annuities
Speakers
avatar for Katie Fehlinger

Katie Fehlinger

Host & Executive Producer, NAILBA
Up until September 2019, Philadelphians woke up to Katie Fehlinger delivering the weather forecast on CBS3 Eyewitness News This Morning. But the 2:45 A.M. alarm eventually wore out its shelf life and Katie decided to take the biggest leap of her life. She left what many would consider... Read More →
avatar for John Gilbert

John Gilbert

Board Executive Committee, NAILBA
John Gilbert is the President for The National Benefit Corp (TNBC). John’s financial services career began in 2002 as an agent for Banker’s Life and Casualty.  He served the central Iowa senior marketplace with life insurance, long term care, annuities, and Medicare supplements... Read More →


Wednesday January 27, 2021 11:00am - 11:15am EST
https://nailba39engage.vfairs.com/

11:15am EST

Sales Meetings & Craft Beer: Know the Flow
Speakers
avatar for Chuck Anderson

Chuck Anderson

National Sales Vice President, Securian Financial Group
My passion for the Life Insurance Industry is fueled by the experience I gained through my leadership roles in Independent Life Distribution. A journey filled with pride in the great teams I've been part of and with the outstanding distribution partners I've had in the Life Brokerage... Read More →
avatar for Dan LaBert

Dan LaBert

CEO, NAILBA
avatar for Bill Covaleski

Bill Covaleski

Founder & Brewmaster, Victory Brewing Company
Covaleski plays a creative and pivotal role in leading the overall growth strategy of Victory Brewing Company. He serves as head design creative for Victory beer brands and culinary collaborations as well as a driving force behind community engagement. Covaleski and Victory co-founder... Read More →



Wednesday January 27, 2021 11:15am - 11:45am EST
https://nailba39engage.vfairs.com/

11:45am EST

Spotlight Interview: Annuity Rockstar
Speakers
avatar for Dan LaBert

Dan LaBert

CEO, NAILBA
avatar for Sheryl J. Moore

Sheryl J. Moore

President and CEO, Moore Market Intelligence
Some call her the “Annuity Rockstar.” Others favor the moniker “Life Insurance Nerd.” The title notwithstanding, Sheryl J. Moore is passionately and relentlessly obsessed with insurance products.Her global knowledgeable of the life insurance and annuity industries is only... Read More →


Wednesday January 27, 2021 11:45am - 12:15pm EST
https://nailba39engage.vfairs.com/

12:15pm EST

12:30pm EST

How Critical Communication is to Driving Successful Relationships & Decision Making
In today’s environment, communication and teamwork are more important than ever.

Join Jim “Bones” Mackay, NBC Golf Analyst and former PGA TOUR Caddie, will share personal experiences from his 25-year career on how critical communication is to driving successful relationships and decision making.

Speakers
avatar for Jim “Bones” Mackay

Jim “Bones” Mackay

NBC Golf Analyst & Fmr. PGA TOUR Caddie
Jim Mackay was one of the PGA TOUR’s most well-respected and successful caddies for over two decades.  Nicknamed “Bones”, Mackay was best known as the caddy for Phil Mickelson, who he worked with for 25 years, from the beginning of Phil’s professional career until their mutual... Read More →



Wednesday January 27, 2021 12:30pm - 1:00pm EST
https://nailba39engage.vfairs.com/

1:00pm EST

Carrier Panel Discussion: Cross Selling Life and Annuity
Speakers
avatar for Jason Lea

Jason Lea

2021 Chairman, NAILBA
Jason Lea joined Brokers’ Service Marketing Group in 2000 and in his current role of President, oversees all sales & marketing related activities at BSMG. He was recently recognized as one of the most promising young executives in Rhode Island as a part of the Providence Business... Read More →
avatar for Laura Morrison CLU, ChFC

Laura Morrison CLU, ChFC

VP of Life and Annuity Sales; Chief Channel Office, Sagicor Life
Laura Morrison joined Sagicor in February of 2017 as Vice President of Sales and Chief Channel Officer. Prior to joining Sagicor, Ms. Morrison served in distribution leadership roles at prominent life insurance companies, leading financial institution and independent brokerage divisions... Read More →
avatar for Jim Bowman

Jim Bowman

President, Life Insurance, Advisors Excel
avatar for Eric Taylor, RICP

Eric Taylor, RICP

SVP, Distribution – Independent Annuities, AIG Financial Distributors



Wednesday January 27, 2021 1:00pm - 1:30pm EST
https://nailba39engage.vfairs.com/

1:30pm EST

Carrier Update: American National
Speakers
avatar for Craig Klenk

Craig Klenk

Vice President of Sales, American National Insurance Company
Craig Klenk is the Vice President of Sales for American National Insurance Company (ANICO) where he is responsible for life, annuity, and pension sales. At ANICO Craig serves on the Life Product Development Committee, the Annuity Product Development Committee, the R&D Committee and... Read More →



Wednesday January 27, 2021 1:30pm - 1:45pm EST
https://nailba39engage.vfairs.com/

1:45pm EST

BGA/Carrier Panel Discussion: Diversity and Inclusion in the Profession #1
Speakers
avatar for Hector Martinez

Hector Martinez

Chief Sales Officer, Crump Life Insurance Services
I currently lead the Point-of-Sale and Wholesale Insurance Sales Distribution for Crump Life Insurance Services. In this role, I am responsible for the strategic direction and management of the independent and institutional businesses and the 335+ associates who are employed by these... Read More →
avatar for Cindy Nodorft

Cindy Nodorft

Inclusion and Diversity Leader, Transamerica
As a leader on the Inclusion and Diversity Team, I am responsible for designing Transamerica's first company-wide strategy within the work environment, workforce, community and customer strategic framework. My specialty is as communicator (both internal and external), Employee Resource... Read More →
avatar for Cecilia Stanton Adams

Cecilia Stanton Adams

Chief Diversity and Inclusion Officer, Allianz Life Insurance Company of North America
Now. As Chief Diversity and Inclusion Officer, Cecilia Stanton Adams is responsible for developing comprehensive diversity and inclusion initiatives at Allianz Life Insurance Company of North America (Allianz Life®). In her role, she leads strategy development and implementation... Read More →
avatar for Ronald Reeves

Ronald Reeves

Head of Diversity & Inclusion for the United States, Canada, Latin America & Caribbean, AIG
Ronald Reeves is currently Head of Diversity & Inclusion for the United States, Canada, Latin America & Caribbean for AIG. He has been in his current role for three years and has worked for AIG for 19 years. He is responsible for partnering with AIG’s leaders, managers and employees... Read More →



Wednesday January 27, 2021 1:45pm - 2:15pm EST
https://nailba39engage.vfairs.com/

2:15pm EST

Carrier Interview: Prudential
Speakers
avatar for Kevin Brayton, MBA

Kevin Brayton, MBA

Executive Vice President (EVP), Distribution & Sales, Prudential



Wednesday January 27, 2021 2:15pm - 2:30pm EST
https://nailba39engage.vfairs.com/

2:30pm EST

The Champion's Code 2.0
The Champion’s Code: Building Relationships Through Life Lessons of Integrity and Accountability from the Sports World to the Business World.


Speakers
avatar for Ross Bernstein

Ross Bernstein

Best Selling Author & Award Winning Peek Performance Business Speaker
The best-selling author of nearly 50 sports books, Ross Bernstein is an award-winning peak performance business speaker who’s keynoted conferences on ALL SEVEN continents for audiences as small as 10 and as large as 10,000. Ross and his books have been featured on thousands of television... Read More →



Wednesday January 27, 2021 2:30pm - 3:00pm EST
https://nailba39engage.vfairs.com/

3:00pm EST

2021 Economic Forecast
BRYAN JORDAN, CFA is the Chief Economist and Director of Financial Markets Analysis at Nationwide Insurance.  He produces Nationwide’s U.S. economic and interest rate forecast, as well as the firm’s global growth and currency estimates, and he authors both a weekly economic commentary and quarterly economic newsletter.  Prior to joining Nationwide in February 2005, Bryan served as an economist at Banc One Investment Advisors, where he was the honored recipient of the Henry J. Reese Memorial Award in 2001.  He has been quoted in several media outlets, including The Wall Street Journal, The New York Times, Investor’s Business Daily, Reuters, The Dow Jones Newswire, and The Associated Press and his research has appeared in Barron’s and Blue Chip Financial Forecasts.  He holds degrees in Economics and Political Science from Miami University and has earned the Chartered Financial Analyst designation.  Bryan currently serves as the Chairman of the Ohio Council on Economic Education and is a member of the CFA Institute, the CFA Society of Columbus, the Ohio Governor’s Council of Economic Advisors, the National Association for Business Economics, the Bloomberg monthly economic forecasting panel, and Mensa.

Speakers
avatar for Bryan Jordan, CFA

Bryan Jordan, CFA

Deputy Chief Economist, Nationwide
Bryan is a frequent author and knowledgeable source on economic topics, and has been featured in The Wall Street Journal and New York Times. Bryan holds degrees in Economics and Political Science from Miami University and has earned the Chartered Financial Analyst designation. He... Read More →



Wednesday January 27, 2021 3:00pm - 3:30pm EST
https://nailba39engage.vfairs.com/

3:30pm EST

Producer Focus: The Advisor Mindset
Speakers
avatar for Panagiotis Leledakis

Panagiotis Leledakis

Founder & CEO, IFA Academy
Panagiotis Leledakis is the Founder & CEO of IFA Academy - International Financial Architects.He studied at Kapodistrian University in the Law Department of the Athens Law School. But his heart and soul is well vested in the insurance industry. He started his career rather early in... Read More →


Wednesday January 27, 2021 3:30pm - 3:45pm EST
https://nailba39engage.vfairs.com/
 
Wednesday, February 10
 

10:00am EST

NAILBA Virtual "LIVE" Expo Hall
NAILBA's exhibit hall is known for being the largest display of products and services under one roof, dedicated to all of independent distribution. We might have just [virtually] shrunk the “roof” a bit, but we’re still gathering all our major suppliers and partners to showcase their products and services and engage with you during the two-day live event. You’ll have the opportunity to visit various Exhibit Halls including the Main Exhibit Hall with all of the major industry suppliers and the VIP Exhibit Hall with just enough personal attention to feel like you are sitting down for coffee with your favorite solution provider. And if you’re lucky, you could win some fabulous prizes from our sponsors during the event (not virtual prizes either – the real deal!)

The NAILBA Engage Conference & Expo allows you access to booth content, including education videos and product brochures, virtually all year round.

Wednesday February 10, 2021 10:00am - 3:00pm EST
https://nailba39engage.vfairs.com/

11:00am EST

Welcome to NAILBA ENGAGE (Day 7): Life Insurance + Insurance Innovation
Speakers
avatar for Katie Fehlinger

Katie Fehlinger

Host & Executive Producer, NAILBA
Up until September 2019, Philadelphians woke up to Katie Fehlinger delivering the weather forecast on CBS3 Eyewitness News This Morning. But the 2:45 A.M. alarm eventually wore out its shelf life and Katie decided to take the biggest leap of her life. She left what many would consider... Read More →
avatar for Jason Grover

Jason Grover

President, Ash Brokerage
Jason Grover truly believes in the exceptional value Ash Brokerage delivers to families and professionals nationwide. A second-generation insurance executive, he has a passion for the financial services industry and for telling the Ash story. As president of Ash Brokerage, Jason focuses... Read More →


Wednesday February 10, 2021 11:00am - 11:15am EST
https://nailba39engage.vfairs.com/

11:15am EST

Spotlight Discussion: Inspiring Innovations 2021
There’s no better time than now to innovate.  The pandemic has forced us to digitally engage customers and think differently about our businesses.  We’re optimistic that 2021 will be a year of more growth – and iPipeline is excited to lead the way with technology to help you inspire your innovations.

Speakers
avatar for Daphne Thomas

Daphne Thomas

Chief Operating Officer, iPipeline
Daphne Thomas has 25+ years of experience managing and delivering software projects, working in both large and small environments with diverse teams from all around the globe. She has experience transforming organizations, within both development and services, into high performing... Read More →
avatar for Larry Berran

Larry Berran

Chief Executive Officer, iPipeline
Larry joined iPipeline in 2002 and served as President and CEO of the company through July 2008 when he transitioned to the Chief Operating Officer and Chief Financial Officer positions in connection with the merger of iPipeline and COSS. Larry was named CEO again in August 2019 in... Read More →



Wednesday February 10, 2021 11:15am - 11:30am EST
https://nailba39engage.vfairs.com/

11:30am EST

Carrier Update: John Hancock
Speakers
avatar for Linda Levyne

Linda Levyne

SVP, Head of Sales & Distribution, John Hancock



Wednesday February 10, 2021 11:30am - 11:45am EST
https://nailba39engage.vfairs.com/

11:45am EST

The Heartbeat of a Billion Dollar Business
Speakers
avatar for Katie Fehlinger

Katie Fehlinger

Host & Executive Producer, NAILBA
Up until September 2019, Philadelphians woke up to Katie Fehlinger delivering the weather forecast on CBS3 Eyewitness News This Morning. But the 2:45 A.M. alarm eventually wore out its shelf life and Katie decided to take the biggest leap of her life. She left what many would consider... Read More →
avatar for Ellen Latham

Ellen Latham

Orangetheory Fitness, Creator & Co-Founder
Ellen Latham created the Orangetheory Fitness workout with one goal in mind: to make sure anyone who tried it was successful. It’s safe to say that she accomplished this goal, as Orangetheory now has nearly 1 million members and over 1,000 studios all over the world. In 2019, the... Read More →



Wednesday February 10, 2021 11:45am - 12:15pm EST
https://nailba39engage.vfairs.com/

12:15pm EST

Spotlight Solution: Proformex Technology Roundtable
Speakers
avatar for Greg Roventini

Greg Roventini

National Sales Manager, First Protective Insurance Group
Greg joined First Protective in 2018 as National Sales Manager and has been in the financial services industry for 30 years. His experience is equally split between roles in retail and distribution, as well as in personal production and leadership at several national firms; giving... Read More →
avatar for Kelly Lytle

Kelly Lytle

VP of Customer Experience, Proformex
Kelly joined Proformex in 2019 and is now the VP of Customer Experience.Previously, Kelly oversaw new partnerships and business development for Findaway’s AudioEngine, the world’s largest B2B audiobook platform. While at Findaway, Kelly also created and launched Findaway Voices... Read More →
avatar for Debbie Hannam

Debbie Hannam

President, Brokers Clearing House
Debbie Hannam is President of Brokers Clearing House, a local Life Insurance Brokerage Firm in West Des Moines providing customers with financial products and security.  Residing in West Des Moines, Iowa, Debbie began her career with a Des Moines domiciled life insurance carrier... Read More →



Wednesday February 10, 2021 12:15pm - 12:45pm EST
https://nailba39engage.vfairs.com/

12:45pm EST

Spotlight Solution: Innovation in Action with Tim Ash & John Ziambras
Speakers
avatar for Dan LaBert

Dan LaBert

CEO, NAILBA
avatar for John C. Ziambras, CLU

John C. Ziambras, CLU

President and Chief Executive Officer, AimcoR Group
John has been the President and CEO of AIMCOR Group, LLC since December, 2011. Under John’s direction, AIMCOR has been steadily executing its multi-year strategy which entails the continued growth and support of expansion into the institutional and alternative distribution space... Read More →
avatar for Tim Ash

Tim Ash

Chief Executive Officer, Ash Brokerage
As the chief executive officer, I take pride in the impact our company has on the lives of those we serve. I enjoy building relationships, negotiating on behalf of our advisors and contributing to our unique corporate culture. My passion lies in trying to make a difference in the... Read More →



Wednesday February 10, 2021 12:45pm - 1:00pm EST
https://nailba39engage.vfairs.com/

1:00pm EST

Spotlight Solution: The Path to Growth, Solutions for Scaling Your Life Business
The rapid pace of change in today's life insurance industry presents challenges to agencies and advisors looking to expand their presence in that market. Learn how to navigate this evolving landscape by joining this Ebix-hosted session, featuring an expert panel of successful BGAs and financial advisors. The discussion will focus on life business growth strategies centered on Ebix's industry-leading solutions, which cover commissions, case management, illustrations, quoting, sales & marketing, customer service, data management, and opportunity identification.



Speakers
avatar for Kevin Beck, CFP

Kevin Beck, CFP

Design Analyst, Chesapeake Brokerage
avatar for Ryan Willemsen

Ryan Willemsen

Director – Product Management and Market Development, Ensight
avatar for Bryan Eshelbrenner

Bryan Eshelbrenner

Associate Vice President - Product Management, Ebix
avatar for Debbie Hannam

Debbie Hannam

President, Brokers Clearing House
Debbie Hannam is President of Brokers Clearing House, a local Life Insurance Brokerage Firm in West Des Moines providing customers with financial products and security.  Residing in West Des Moines, Iowa, Debbie began her career with a Des Moines domiciled life insurance carrier... Read More →



Wednesday February 10, 2021 1:00pm - 1:30pm EST
https://nailba39engage.vfairs.com/

1:30pm EST

BGA/Carrier Panel Discussion: Continued Focus on Closing the Coverage Gap
A panel discussion on how to close the coverage gap with specialty markets. The panel experts will share ideas on how to connect with specific segments of the market, as well as specialty products and enhanced processes for bringing an ease to doing business for those advisors/BGAs who are focusing in specialty markets.

Speakers
avatar for Kathy Kavanaugh, MBA

Kathy Kavanaugh, MBA

CMO, SVP Distribution Marketing, Lincoln Financial Group
Progressive, highly motivated and revenue driving executive with extensive experience marketing multiple products at Fortune 250 financial companies while developing an award-winning, industry-recognized marketing department with global reach. Known for strong leadership skills, building... Read More →
avatar for Jennifer Torneden

Jennifer Torneden

SVP, Sales and Strategic Growth, Legal & General America
Jennifer is Senior Vice President, Sales and Strategic Growth of Legal & General America’s insurance division, which includes operating companies Banner Life Insurance Company and William Penn Life Insurance Company of New York.  Jennifer is responsible for leading LGA’s growth... Read More →
avatar for Tori Van Dusen-Roos

Tori Van Dusen-Roos

Executive Committee, NAILBA
Tori Van Dusen-Roos is the Principal – Chief Operations Officer - at Diversified Brokerage Services, Inc. (DBS). Tori joined DBS in May of 1993 after graduation from Arizona State University with a bachelor’s degree in communications. She, along with her brother George ‘Chip... Read More →



Wednesday February 10, 2021 1:30pm - 2:00pm EST
https://nailba39engage.vfairs.com/

2:00pm EST

Carrier Interview: Foresters Financial
Speakers
avatar for Dan LaBert

Dan LaBert

CEO, NAILBA
avatar for Matt Berman

Matt Berman

President, Foresters Financial
Matt Berman joined Foresters Financial in February 2017, and has 25 years of experience leading strategic planning, sales and product management organization in both the property and casualty, and life and savings sectors, most notably with AXA, AIG and Zurich Insurance.Matt holds... Read More →



Wednesday February 10, 2021 2:00pm - 2:15pm EST
https://nailba39engage.vfairs.com/

2:15pm EST

Producer Focus: The Opportunity
Speakers
avatar for Eszylfie Taylor

Eszylfie Taylor

Founder & President, Taylor Insurance and Financial Services
Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services located in the financial district of Pasadena, California, and serves as financial advisor to individuals, business owners, and high net worth families. He attended Concordia University on a basketball... Read More →



Wednesday February 10, 2021 2:15pm - 2:30pm EST
https://nailba39engage.vfairs.com/

2:30pm EST

Service Provider Update: Formstack
Speakers
avatar for Kathryn Loheide

Kathryn Loheide

Senior Vice President, Marketing, Formstack



Wednesday February 10, 2021 2:30pm - 2:45pm EST
https://nailba39engage.vfairs.com/

2:45pm EST

Think Different
Speakers
avatar for Duncan Wardle

Duncan Wardle

Walt Disney Company, Former Head of Innovation & Creativity
Drawing on his experience as Head of Innovation & Creativity at the world’s most creative organization, the Walt Disney Company, Duncan now serves as an independent innovation and design thinking consultant, helping companies embed a culture of innovation and creativity across their... Read More →



Wednesday February 10, 2021 2:45pm - 3:15pm EST
https://nailba39engage.vfairs.com/
 
Wednesday, February 24
 

10:00am EST

NAILBA Virtual "LIVE" Expo Hall
NAILBA's exhibit hall is known for being the largest display of products and services under one roof, dedicated to all of independent distribution. We might have just [virtually] shrunk the “roof” a bit, but we’re still gathering all our major suppliers and partners to showcase their products and services and engage with you during the two-day live event. You’ll have the opportunity to visit various Exhibit Halls including the Main Exhibit Hall with all of the major industry suppliers and the VIP Exhibit Hall with just enough personal attention to feel like you are sitting down for coffee with your favorite solution provider. And if you’re lucky, you could win some fabulous prizes from our sponsors during the event (not virtual prizes either – the real deal!)

The NAILBA Engage Conference & Expo allows you access to booth content, including education videos and product brochures, virtually all year round.

Wednesday February 24, 2021 10:00am - 3:00pm EST
https://nailba39engage.vfairs.com/

11:00am EST

Welcome to NAILBA ENGAGE (Day 8): Insurance Innovation 2.0 + Life Settlements
Speakers
avatar for Katie Fehlinger

Katie Fehlinger

Host & Executive Producer, NAILBA
Up until September 2019, Philadelphians woke up to Katie Fehlinger delivering the weather forecast on CBS3 Eyewitness News This Morning. But the 2:45 A.M. alarm eventually wore out its shelf life and Katie decided to take the biggest leap of her life. She left what many would consider... Read More →
avatar for Luke Ramsey

Luke Ramsey

President, The ASA Group
Luke Ramsey grew up in the independent brokerage business. His father, Jiggs Ramsey, started The ASA Group in 1977. The ASA Group is a multi-carrier wholesale distributor of quality life insurance, longterm care, disability and annuity products. Luke joined the ASA Group on full-time... Read More →


Wednesday February 24, 2021 11:00am - 11:15am EST
https://nailba39engage.vfairs.com/

11:15am EST

BGA/Carrier Panel Discussion: Diversity and Inclusion in the Profession #2
Speakers
avatar for Martina Winston

Martina Winston

VP and Senior HR Partner, Protective Life
Martina spends her time coaching senior leaders through HR strategic business support around talent, succession planning and engagement. Martina also leads Protective’s Diversity, Equity & Inclusion efforts while also managing global talent programs in partnership with Protective’s... Read More →
avatar for Jennifer Ortale

Jennifer Ortale

National Vice President, Executive Benefits, Securian Financial
Jennifer is on the sales leadership team at Securian and is responsible for the buildout and success of the Executive Benefits strategy. She is also part of the leadership for the Securian group Women Rise as well as Securian’s Individual Solutions Sales Practice & Regulatory Risk... Read More →
avatar for Brandy N. Smith

Brandy N. Smith

Vice President, Workplace Diversity and Inclusion, Lincoln Financial Group
Brandy is vice president, Workplace Diversity & Counsel for Lincoln Financial Group (Lincoln). In this role she provides strategic leadership to drive the implementation and execution of enterprise-wide workplace Diversity & Inclusion initiatives. She partners with leaders across... Read More →
avatar for Chris Orestis, CSA

Chris Orestis, CSA

President, LCXLife
Chris Orestis, President of LifeCare Xchange and known as the Retirement Genius, is a nationally recognized senior care advocate and expert in retirement, long-term care and specialty senior living funding solutions. The author of two books, numerous published papers and articles... Read More →


Wednesday February 24, 2021 11:15am - 11:30am EST
https://nailba39engage.vfairs.com/

11:30am EST

Carrier Update: Global Atlantic Financial Group
Speakers
avatar for Sam Barnett

Sam Barnett

Head of Life Distribution, Global Atlantic Financial Group



Wednesday February 24, 2021 11:30am - 11:45am EST
https://nailba39engage.vfairs.com/

11:45am EST

Keynote Speaker: Gen. David H. Petraeus (US Army, Ret. & Director, CIA)
A highly decorated general and one of the most prominent combat commanders in American history, David H. Petraeus has dedicated his life to public service, leading military campaigns in Iraq and Afghanistan and then serving as the director of the Central Intelligence Agency.


Wednesday February 24, 2021 11:45am - 12:15pm EST
https://nailba39engage.vfairs.com/

12:15pm EST

Solution Provider Panel Discussion: The Secondary Market for Life Insurance: Market Trends and New Options
Hear directly from Coventry, the life settlement market leader. We will share trends that will affect your agents and clients in 2021. As a result of having the industry’s broadest buying criteria and one of the fastest and easiest closing processes, we can provide unparalleled value to you and your clients.

Speakers
avatar for Peter Hershon, CLU, ChFC

Peter Hershon, CLU, ChFC

Senior Vice President, Account Services, Coventry
Peter Hershon, CLU, ChFC is Senior Vice President, Account Services for Coventry, the leader and creator of the secondary market for life insurance. With more than 10 years of combined experience in life settlements and life insurance, Mr. Hershon heads up Coventry’s Account Services... Read More →
avatar for Tyson Mayer

Tyson Mayer

Regional Vice President, Coventry



Wednesday February 24, 2021 12:15pm - 12:45pm EST
https://nailba39engage.vfairs.com/

12:45pm EST

Solution Provider Panel Discussion: Simplifying Life Settlements to Solve Funding Gaps for Seniors in Retirement.
Senior clients and their advisors often overlook a life settlement as a valuable financial planning tool for funding longevity needs. This session will offer you ideas on how to approach senior clients and prospects with a solution to one of the most vexing problems facing senior clients and their families. The panel will describe a new, simplified approach to policy valuations to uncover and reposition assets to close the funding gap in your clients retirement plans.

Moderators
avatar for Annemarie V. Long, RICP®

Annemarie V. Long, RICP®

Senior Vice President Business Development, LightHouse Life Solutions, LLC

Speakers
avatar for Mark Milbrod, CLU, CLTC

Mark Milbrod, CLU, CLTC

VP of Sales, Agent Support Group, an Amerilife Company
Mark is currently the VP of Sales for Agent Support Group, an Amerilife Company.  He has over 35 years of experience in the insurance and Financial Services industry with a focus is in the Life Brokerage  end of the business. With his passion matching his experience, Mark helps... Read More →
avatar for Michael Coben

Michael Coben

Chief Distribution and Business Development Officer, LightHouse Life Solutions, LLC
Michael Coben is co-founder and Chief Distribution and Business Development Officer of LightHouse Life Solutions, LLC, a US life settlement provider, where he leads the company’s distribution and strategic alliances within the financial services industry to increase awareness and... Read More →
avatar for Steve Cain

Steve Cain

Director | Sales & Business Development Leader, LTCI Partners
Steve Cain is Director and National Sales & Business Development Leader for LTCI Partners, an NFP company, one of the nation’s largest long-term care insurance (LTCI) retail and wholesale brokerage enterprises. He is responsible for increasing the firm’s revenue through the development... Read More →



Wednesday February 24, 2021 12:45pm - 1:15pm EST
https://nailba39engage.vfairs.com/

1:15pm EST

Solution Provider Panel Discussion: Data & Technology Eco-systems – 3 Unique Approaches
  • 3 models to access in force data and digitize your business; i) Carrier Centric, ii) BGA Centric, iii) Shared Industry Platform
  • Discussion regarding the pros and cons of each model to determine the best approach for your business

Speakers
avatar for Rick Hyde

Rick Hyde

Founder & CEO, Insured Connect
Rick's expertise in the financial services industry is based on over 20 years of experience designing, selling and implementing web-based wealth management and financial services solutions for many of North America's leading banks, life insurance carriers, fund dealers and brokerage... Read More →
avatar for Ryan Pinney

Ryan Pinney

President, Pinney Insurance Center, Inc
avatar for Ellen Kusilek

Ellen Kusilek

National Sales Executive, Securian Financial Group


Wednesday February 24, 2021 1:15pm - 1:45pm EST
https://nailba39engage.vfairs.com/

1:45pm EST

Solution Provider Panel Discussion: Simplicity Group
Speakers
avatar for Dan LaBert

Dan LaBert

CEO, NAILBA
avatar for Jacob Stern

Jacob Stern

EVP of Strategy and President of Simplicity Life, Simplicity Group
avatar for Brian Schneier

Brian Schneier

EVP of Life Marketing, Simplicity Group
avatar for Nathan Jacobson

Nathan Jacobson

EVP of Sales, Simplicity Group



Wednesday February 24, 2021 1:45pm - 2:15pm EST
https://nailba39engage.vfairs.com/

2:15pm EST

Spotlight Interview: LexisNexis Risk Solutions
Panel discussion with industry experts to share actionable insights and discuss how digital transformation can be a key enabler of a better customer experience. Speakers will examine topics such as: the current state of digital transformation at the point of application, the biggest hurdles life carriers face in identity access management, and the essential elements of a successful transformation. Discover the consumer benefits of what a customer experience looks like when life carriers get a digital transformation right.

Speakers
avatar for Katie Fehlinger

Katie Fehlinger

Host & Executive Producer, NAILBA
Up until September 2019, Philadelphians woke up to Katie Fehlinger delivering the weather forecast on CBS3 Eyewitness News This Morning. But the 2:45 A.M. alarm eventually wore out its shelf life and Katie decided to take the biggest leap of her life. She left what many would consider... Read More →
avatar for Debra Gangelhoff

Debra Gangelhoff

Vice President & General Manager Life Vertical, LexisNexis Risk Solutions



Wednesday February 24, 2021 2:15pm - 2:30pm EST
https://nailba39engage.vfairs.com/

2:30pm EST

Spotlight Solution: Innovation in Action with Rob Carney
Speakers
avatar for Dan LaBert

Dan LaBert

CEO, NAILBA
avatar for Rob Carney

Rob Carney

President, Crump Life Insurance Services



Wednesday February 24, 2021 2:30pm - 2:45pm EST
https://nailba39engage.vfairs.com/

2:45pm EST

Producer Focus: Advisor Technology
Speakers
avatar for Panagiotis Leledakis

Panagiotis Leledakis

Founder & CEO, IFA Academy
Panagiotis Leledakis is the Founder & CEO of IFA Academy - International Financial Architects.He studied at Kapodistrian University in the Law Department of the Athens Law School. But his heart and soul is well vested in the insurance industry. He started his career rather early in... Read More →



Wednesday February 24, 2021 2:45pm - 3:00pm EST
https://nailba39engage.vfairs.com/

3:00pm EST

Producer Focus: The Close
Speakers
avatar for Eszylfie Taylor

Eszylfie Taylor

Founder & President, Taylor Insurance and Financial Services
Eszylfie Taylor is the founder and president of Taylor Insurance and Financial Services located in the financial district of Pasadena, California, and serves as financial advisor to individuals, business owners, and high net worth families. He attended Concordia University on a basketball... Read More →



Wednesday February 24, 2021 3:00pm - 3:15pm EST
https://nailba39engage.vfairs.com/
 
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