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Impact Week:
Business Performance Center

March 23-25, 2021

Grow Your Practice

Collaborate & Ideate in 2021

You're invited to join us for our inaugural Impact Week for NAIFA's Business Performance Center, a thought leadership hub for topics in practice management. Whether you want to learn about new opportunities to partner with experts on complex cases, or want to find new ways to grow your book of business in 2021, our line-up of expert speakers has you covered.

As with all of NAIFA's Centers of Excellence, the Business Performance Center is available to all financial advisors and agents in the industry without a fee. Its efforts are supported by our sponsors and members that contribute their time and talent to advancing the profession and industry that they love.

Already a NAIFA member and want to further get involved? Subscribe to our blog. Want to get involved as a partner? Email bpc@naifa.org for more information.

Registration

Schedule

12-4 pm eastern each day

TUESDAY, MARCH 23

12-12:45 pm
Life Insurance Supplements the Financial Plan
Ron Lee, JD, CLU, ChFC, CAP, Mutual of Omaha
We all know that life insurance is the only tool that will protect a family’s finances when a breadwinner dies unexpectedly, but do we all share the reasons why permanent life insurance can help our clients accomplish their financial goals while they are still alive? Join Mutual of Omaha’s Advanced Markets department to discuss how permanent life insurance can help your clients enhance their financial goals and feel more financially secure, all while protecting their families at the same time.
12:45-1 pm
Break
1-1:45 pm
Multicultural Matchup: Ensuring Your Agency Can Serve a Multicultural Market
Sheryl Brown Hickerson, Females & Finance
1:45-2 pm
Break
2-2:45 pm
Investment Strategy
Shannon Berry, Ameritas
2:45-3 pm
Break
3-3:45 pm
Working with Non-Profits & Universities
Eric Stearns, MBA, Stearns Financial Group
3:45-4 pm
Closing Remarks

WEDNESDAY, MARCH 24

12-12:45 pm
Growing Your Practice
Shane Westhoelter, AEP, CLU, LUTCF, Gateway Financial
Shane was bullied from grade school through high school, which drove him to be an achiever in sports, music, and the financial services industry. Growing your Practice will show you how to fail forward, get the right mindset, and find your passion which will drive your success. You will learn to become a storyteller and problem solver, not a product sales expert. Shane will share stories you can use to close more sales and help you find your own story while revealing the process he has shared with over 5,000 financial professionals who have reached well over six-figure incomes. In this session you will not only discover your brand but learn how to market your brand, so others begin to market for you and send you referrals. Once you develop your passion, your purpose, and your brand success will follow. Don’t miss this session and how Shane, over 30-years with 10-years as MDRT/Top of Table, has helped 200 plus offices build their practices to the highest level of success in the financial and insurance profession.
12:45-1 pm
Break
1-1:45 pm
Working with Small Businesses Post-COVID
Kathleen Bilderback, JD, LLM, Affinity Law Group & President, Society for Financial Service Professionals
1:45-2 pm
Break
2-2:45 pm
Modernize Your Agency: New Growth Models for Practice Management
Ryan Pinney, LACP, President, Pinney Insurance & Sheryl Brown Hickerson, Founder, Females & Finance
2:45-3 pm
Break
3-3:45 pm
TBD
3:45-4 pm
Closing Remarks

THURSDAY, MARCH 25

12-12:45 PM
College or Retirement? Optimizing Your Clients' Plans for Both
Brock Jolly, CFP CLU ChFC CLTC CASL RICP, Veritas Financial
12:45-1 pm
Break
1-1:45 pm
Step Up Your Game and Get Through the Door: Selling Qualified Retirement Plans to the Healthcare Industry
Mark Massey, Vice President, Southern Medical Association
Learn how to get through the door, then compete, in the qualified plan space by understanding the unique needs of healthcare practices. Mark Massey will dissect the fees within a 401k plan and explain how to clearly articulate for the plan sponsor. Vital plan design tips and important IRS audit hot buttons will also be presented.
1:45-2 pm
Break
2-2:45 pm
Retirement Planning - Challenges & Strategies: Ideas and Strategies That May Involve Life Insurance
Stacey McMahan, JD, CLU, ChFC, Pacific Life
This presentation provides an overview of the current challenges to retirement planning, and some ideas and strategies to overcome those challenges. Attend this presentation to learn: The current retirement planning themes, including the SECURE Act, CARES Act/Covid-19, Social Security, potential new RMD (required minimum distribution) tables, and laws/regulations on the horizon; Planning opportunities and reasons to meet with clients; SECURE Act considerations and planning ideas, including life insurance; Various payout strategies for different types of clients/retirees; Different strategies for the wealthy; Taxes – the uncertainty factor.
2:45-3 pm
Break
3-3:45 pm
TBD
3:45-4 pm
Closing Remarks

SPEAKERS

Kathleen Bilderback, JD, LLM

Attorney, Affinity Law Group

X

Attorney, Affinity Law Group

Kathleen Bilderback, JD, LLM

Sheryl Brown Hickerson

CEO, Females & Finance

X

CEO, Females & Finance

Sheryl Brown Hickerson

Brock Jolly, CFP CLU ChFC CLTC CASL RICP

Financial Advisor, Veritas Financial

X

Financial Advisor, Veritas Financial

Brock Jolly, CFP CLU ChFC CLTC CASL RICP

Ron Lee JD, CLU, ChFC, CAP

Vice President, Mutual of Omaha

X

Vice President, Mutual of Omaha

Ron Lee JD, CLU, ChFC, CAP

Mark Massey

Director of Retirement Plan Development, Southern Medical Association

X

Director of Retirement Plan Development, Southern Medical Association

Mark Massey

Stacey McMahan

Advanced Designs Unit, Pacific Life

X

Advanced Designs Unit, Pacific Life

Stacey McMahan

Ryan Pinney, LACP

President, Pinney Insurance

X

President, Pinney Insurance

Ryan Pinney, LACP

Shane Westhoelter AEP, CLU, LUTCF

President, Gateway Financial

X

President, Gateway Financial

Shane Westhoelter AEP, CLU, LUTCF

Shannon Berry, CLU

2nd Vice President, Ameritas

X

2nd Vice President, Ameritas

Shannon Berry, CLU