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2017 Full Conference Schedule
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Wednesday, june 14


5-6:30 p.m. Welcome Reception Featuring 2017 LILI Class 

6:30 p.m. President's Dinner (by invitation only)

Thursday, june 15

7:30-9 a.m. Breakfast with Exhibitors

9-10:30 a.m. Opening General Session

Within Reach
John Foppe, Visionary Velocity, Inc.; Breese, Ill.
John Foppe was born without arms, but he believes all things are within reach. As a child, he had difficulty doing the simple things most of us take for granted, and he led a life marked by dependency. At ten-years-old, John couldn’t put his own pants on. Today, he travels the world as an author and owner of a successful international training company.

In this fascinating, poignant, but ultimately inspirational speech, John recounts his transformation from victim to victor. But, more importantly, he helps you discover your own place in the world. Applying his own experiences and the special insights he’s developed as a trained counselor, John dispels these common motivational myths:

• I can do anything.
• I must stop feeling sorry for myself.
• I must change my attitude.
• I must overcome obstacles.
• If it is to be, it is up to me.
• I was born to win.
• If John can do it without arms, then I can do it.

This session will take you an amazing journey as seen through the eyes of a truly amazing man.

10:30-11 a.m. Networking Break with Exhibitors

11:10 a.m.-Noon Breakout Sessions

Topic: Past Presidents Sales Ideas Panel
Panelists: Past NAIFA-California Presidents

Join NAIFA-California Past Presidents for a nice cross-section of sales ideas covering everything from disability insurance, balancing volunteer activities and time management to life insurance and social security legacy planning using life insurance and annuities.

As Past State Presidents we have learned how to be effective and efficient in sales, while volunteering to serve on our State (and National NAIFA Boards). This promises to be an exciting and informative breakout session worth the price of the entire conference.

Topic: Retirement Plan Update and What You Need to Know to Win New Business
Presenters: Jessica Johnson, Hicks Pension Services

Jessica will cover how to determine the appropriate retirement plan for business, by covering the advantages and disadvantages of the various retirement plan options available to business. She will also give a high level explanation of what you need to know about qualified retirement plans to win new retirement plan business.  

Noon-1:45 p.m. Lunch & Keynote Speaker
Topic: What NAIFA is Doing for You 
Presenters: Aprilyn Chavez Geissler, Farmers Insurance/Gateway; Albuquerque, New Mexico
Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, Veritas Financial/The College Funding Coach; Vienna, Va.

Wonder what happens around the country at other NAIFA groups around the country?  At this session, your National NAIFA Trustees will share the vibe going on around the country, answer questions you may have and give you insight on what you can look forward to as NAIFA speeds towards to the future.

1:45-2:15 p.m. Networking Break with Exhibitors

2:15-3:10 p.m. Breakout Sessions

Topic: MDRT Sales Ideas
Presenter: Brock Jolly & Aprilyn Geissler

Thought you only got the NAIFA business side from our National Trustees?  No way!  They also run successful businesses outside of their volunteerism to NAIFA. Come find out how they run successful business and serve NAIFA!

Topic: Medicare Essentials
Presenter: Dennis Sunderman

Agents and Financial Advisors are dealing with aging clients. Incorporating planning that addresses healthcare, and the limitations of Medicare, has become an essential part of a financial plan. Medicare and Supplemental coverage protects seniors age 65 and above and those under the age of 65 on Social Security Income from impoverishment due to catastrophic medical expenses.Questions regarding implementation, how to maximize benefits and how to avoid penalties are covered in this presentation.

3:10-3:35 p.m. Networking Break with Exhibitors

3:35-5 p.m. General Session
Moments Move Mountains
EksAyn Anderson, Eks Communications, LLC; Lehi, Utah

What is the connection between a dictionary and several million dollars? And what does that connection have in common with trees and a sincere compliment? The answer may surprise you, and you will be blown away by real life examples of how your little decisions make all the difference.

5:30-6:30 p.m. IFAPAC Reception

6:30-9 p.m. Distinguished Service Awards Banquet (included in FULL registration packages)

9 p.m. YAT Reception

Friday, June 16

7:30-8:30 a.m. Past Presidents’ Breakfast (By Invitation Only)

7:30-8:30 a.m. Breakfast Roundtables with AAA Winners

8:30-9 a.m. Annual Business Meeting

9-10:30 a.m. NAIFA Leadership Panel

10:30-11 a.m. Final Networking Break with Exhibitors

11-11:50 a.m. Closing General Session
The Best Ideas Ever Stolen

Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, Veritas Financial/The College Funding Coach; Vienna, Va.

Come learn some of the best sales and marketing ideas from a true student of the financial planning industry. Brock Jolly is a current NAIFA National Trustee, an advisor with Veritas Financial and the founder of The College Funding Coach®. He is in the trenches of our industry every day and, since 2000, has built an organization that consistently qualifies for The Million Dollar Round Table’s Top of the Table. These ideas are not theories or concepts—they have been attempted, refined, occasionally failed miserably, then tweaked and continue to be a work in progress.

Learn how Brock and his team have built a robust financial services business focused on a few niche marketing concepts and how they have created a replicable client development process that is referable and continues to build trust and inspire confidence with consumers and other advisors alike. Brock is the product of thousands of hours of mentorship and coaching, and a few of the best ideas have made it through his thick skull and stubborn personality. Glean the wisdom that he has assimilated from his mentors and how he has made it his own. Whether you’re new to the industry or a 40+ year veteran, this presentation is one you won’t want to miss. Brock is a dynamic speaker who will educate, entertain and inspire you and give you at least a half dozen sales ideas and marketing strategies that you can implement immediately.

11:50 a.m-Noon Closing Remarks, Silent Auction, Exhibitor Drawings

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