Success with LTC Riders
Bobby Trotenberg, ArborHSA
Unlock the Vault on Your Existing Bank Relationships
Joe Carpenter, NFP Executive Benefits
Matt Fones — Boone, Brandon, Johnston & Evans
Selling COLI Doesn’t Always Mean a Deferred Compensation Plan
Joe Carpenter, NFP Executive Benefits
Jim Delay, Fulcrum Partners
Niche Market with C-corps
Doug Dombey, Southwest Financial Group
A Cross-selling Story
Ted Zouzounis, NFP
A New Market with Foreign Nationals
Lee Churchill, CSI
Carrier Executive Panel
Anne Long, Craig Bromley, Jim Morris.
The global ultra high net worth population has a combined wealth of $25.8 trillion, and foreign investment in the U.S. almost doubled in the last 10 years. Savvy advisors will transform these numbers – which are projected for massive growth – into revenue. Come explore how to unlock this largely untapped market and position your firm to take advantage of explosive new opportunities.
Bryan Schick, Kris Stegall and Amanda Zukowski, NFP
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Oftentimes we ignore the fine print in life insurance contracts, assuming it’s just general contract language. However, there are many important details that you and your client need to be aware of before selecting a product. Participate in a review of four different stipulations that can considerably change the performance and functionality of a client’s contract. You’ll also review NFP tools and resources that can give you access to contract language before you make
the sale.
Celeste Moya and Bryan Schick, NFP
Help your clients learn to enact planning strategies that reduce, defer or eliminate a portion of what they pay in income taxes. You’ll be introduced to three must-know strategies for 2014 that will prepare you to be your clients’ tax champion.
Doug Dombey, Southwest Financial
Group
Roy Farmer, Business Transition Advisors
Ted Zouzounis, NFP
Daniel Zugell, Business Transition
Advisors
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The $5.34 million estate tax exemption gets a lot of attention, but what should you do for clients who don’t have to worry about having a taxable estate? What should they focus on? Join a discussion of the top 10 planning ideas for clients whose assets are below the threshold.
Jim Hebets, The Hebets Company
Bobby Trotenberg, ArborHSA
Kristin Bulat, NFP
Learn how reinsurance pricing impacts you, as well as what captive reinsurance arrangements are and whether you should be concerned about them. You’ll also explore underwriting innovations driven by big data and other trends, and how they’ll change your business.
Mark Dion, RGA
DuWayne Kilbo, Windsor Insurance
Marc Schwartz, Windsor Insurance
Part 1: Pretax Qualified Plan Ideas
Use case studies to learn how qualified plans can help your clients with an income tax deduction, insurance coverage and benefits at retirement. Become a trusted advisor by implementing these qualified plan ideas.
Ryan Coker, Veracor
Bruce Gendein, The Senex Group
Stephen Todd, Veracor
Part 2: Exec360 — A Deferred Compensation Solution
Learn how Exec360 can enhance your revenue stream and make you a strategic partner with your current clients.
Kim Coggin and Todd Lewis, NFP Executive Benefits
Todd Broussard, NFP
Hear three great planning ideas from three of our Core carrier partners. First, learn how a long-time member has had success working closely with Pacific Life. Then hear from MetLife on a strategy that allows for flexibility for your clients and is perfect for the hesitant estate planning client. Finally, John Hancock discusses a successful IUL case that ultimately led to a contribution to the PartnersFinancial Foundation.
Johnny Adcock, Adcock Financial
Adrienne Mouch, Pacific Life
Shashi Naidu, MetLife
Andrew Rinn, MetLIfe
Matt Gibson, John Hancock
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Use great ideas to further establish your firm as the go-to resource for lawyers and CPAs. Gain insight into what special issues high net worth clients face in regard to property and casualty coverage, and why it’s so important that clients receiving a legal settlement with a structured settlements specialist. Leading national experts will walk you through these exciting topics, and share how their ideas bring value to centers of influence, clients and your firm.
Michael Goodman, NFP Structured
Settlements
Brett Woodward, NFP P&C Private Client
Group
Moderated by Matt Andersen, NFP
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Hear unique success stories from the accumulation and estate planning market. PartnersFinancial members will share how they implemented strategies by partnering with Succession Capital Alliance and created a long-term estate plan or retirement distribution plan for their clients using premium finance as a part of the plan.
Robert Kulle, Heritage Capital Strategies
Julian Movsesian, Succession Capital
Alliance
Jason O’Dell, OJM Group
Elliott Robinson, The Robinson Group
Michael Rothman, Succession Capital
Alliance
A panel of your peers discusses how to successfully market to, and develop business from, their centers of influence. Find out what strategies they used to turn those relationships into revenue.
Jay Cavanagh, The KNW Group
Joe Donovan, Bay Financial Associates
Jason Prather, Legacy Capital Group
Peter Chung, NFP
Nationwide’s long-term care (LTC) Rider opens an entirely new market for those who have a concern for the costs of LTC, but who are interested in protecting their assets from loss while having access to those assets during their lifetime.
Rick Sanderson and Ken Booth, Nationwide
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View Recording >> (ends at 34:40)
ING U.S. is working with you to position the right product and underwriting for your clients’ protection needs, and to uncover untapped accumulation opportunities. Ken Samuelson will share one of his estate planning cases and how ING fit into the plan. You’ll also hear how ING’s Accumulation & Protection Platform empowered another firm to leverage its existing 401(k) clients into new life insurance sales.
Jennifer Dorfmeister, ING
Ken Samuelson, The Morehead Group
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Join this panel discussion to learn more about the state of the life settlement market. You’ll get an inside look at what’s most important when positioning a client and how to set reasonable expectations when using settlements as part of
your planning.
Scott Kirby, Advanced Settlements
Jon Mendelsohn, The Asher Group
Joe Ruggerio, Institutional Life Services
Moderated by Tom Povedano, NFP
The life industry is in the midst of a major shift in whom we serve, what we serve, how we serve and who is doing the serving. Anne Long shares how NFP Life is taking the lead in creating opportunities out of the inertia and how your practice can benefit.
Anne Long, NFP
Life Insurance and Market Research Association (LIMRA) has shown that distribution is the key to growth. But where will growth come from in the future? Bob Kerzner offers perspectives on the current state of distribution, including insights on innovative changes taking place throughout the industry that leverage big data, predictive analytics and social media.
Robert Kerzner, LIMRA
There’s a growing concern that there aren’t enough young people coming into the business and that the training resources are limited. At NFP Life and PartnersFinancial, we are tapped into the premier source for new talent, Texas Tech University. Texas Tech established its Personal Financial Planning program in 1987 and is turning out well-prepared, enthusiastic graduates who would love the opportunity to work with firms like yours. Learn about the curriculum, the level of professionalism and the interests of these star students.
Julie Schneider, NFP
Tyler Chaney, John Gilliam, Whitney Neal, Michael Walsh, Texas Tech University
Aubrey De Grey’s research focuses on whether regenerative medicine can thwart the aging process, and he’s known for his view that human beings alive today could live to far beyond any authenticated cases. Hear what’s happening in the world of science to back up this theory.
Aubrey De Grey, SENS Research Foundation
Generation Y has been in the workforce long enough to accumulate some significant wealth, and the Millennials aren’t far behind. Hear from the president of Wealth-X on the demographics of the young and wealthy, including the hot-spot ages, locations and industries.
David Friedman, Wealth-X