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Joint Conf. Regis. Packet-2010 · 2011-08-12 · 2010 NAIFA/NAHU Joint Conference Featured Speakers It’s been said about Warren Greshes that his presentations elevate a keynote

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Page 1: Joint Conf. Regis. Packet-2010 · 2011-08-12 · 2010 NAIFA/NAHU Joint Conference Featured Speakers It’s been said about Warren Greshes that his presentations elevate a keynote
Page 2: Joint Conf. Regis. Packet-2010 · 2011-08-12 · 2010 NAIFA/NAHU Joint Conference Featured Speakers It’s been said about Warren Greshes that his presentations elevate a keynote

SPECIAL THANKSTO THE FOLLOWING

SPONSORS!

THANKS TO OUR EXHIBITORSAllied National, Inc.

Ameritas – a member of the UNIFI CompaniesArt Jetter & Co.

Assurant Employee BenefitsAssurant Health

Assurity LifeBASE (Benefit Admin. for the Self-Employed)

Benefit Plans, Inc.Berkshire Advisor Resource, Inc.

BlueCross BlueShield of NebraskaBrokerage Services, Inc./Transamerica

Brokers Clearing House, Ltd.College Savings Plan of Nebraska

Colonial LifeCompanion Life

Concentra MedicalCoventry Health Care

Delta Dental of NebraskaFinancial Brokerage, Inc.

HM Insurance GroupInfinisource

John Hancock LTCLincoln Financial Group

McGill, Rediger & Simmons LLCMet Life

Midlands ChoiceNationwide Financial

OCI Insurance & Financial ServicesOptumHealth Financial Services

Pathfinder and Spirit Dental, Life & VisionPayflex Systems USA, Inc.Principal Financial Group

Producers XLRealty Capital Securities

Regional Care, Inc.Senior Insurance Marketing

Senior Market SalesSimplyWell, LLC

Society of Financial Service ProfessionalsState Bank of Tablerock

TASCThe Hartford

Union Bank & Trust Co.U.S. BankUNUM

VSP Vision CareWells Capital/Wells Real Estate Funds

BRONZE SPONSORS

GOLD SPONSOR

PREMIER SPONSOR

SILVER SPONSOR

Additional Underwriting For Cash Drawings Provided By:Anderson Agency Inc.

Creative Association ManagementFarm Bureau Life Insurance Co/IA

Financial Network Investment CorporationNorthwestern MutualPaul Davis Restoration

Phares Financial ServicesPIPAC

ServiceMaster of Lancaster CountyThrivent Financial for LutheransUNICO Financial Services, Inc.

Sponsors and exhibitors listed reflect commitmentsas of March 10. A limited number of sponsorships

and exhibit booths are still available.Call (402) 397-0280 for details, or see our digital

brochure at http://www.naifa2010.digbro.com

Page 3: Joint Conf. Regis. Packet-2010 · 2011-08-12 · 2010 NAIFA/NAHU Joint Conference Featured Speakers It’s been said about Warren Greshes that his presentations elevate a keynote

Need some PROVEN SALES IDEAS, POWERFUL MOTIVATION, and somePRACTICAL MARKETING TIPS to energize your practice and boost yourproduction?

Would your clients benefit if you got some NEW INSIGHTS on what to expectfrom the economic and political forces that will influence the financial servicesmarketplace in the next year?

Then you’ll want to attend the 2010 NAIFA/NAHU Conference! If your businessinvolves the sale of insurance and financial services and depends on providingtimely and reliable information, quality service, and proven value to your clients,you’ll benefit from this meeting. We’re confident it will be an investment that paysbig dividends for your practice and your clients.

The response to last year’s initial joint conference of the National Association ofInsurance & Financial Advisors-Nebraska (NAIFA) and Nebraska Association ofHealth Underwriters (NAHU) was overwhelmingly positive. Based on the feedback,we’ve enhanced this year’s event, and we’re expecting even more of your colleaguesto join us.

Make connections with resources, ideas and people that can GROW YOURBUSINESS. Connect with information about issues that will impact what yousell, how you sell it, and what your clients will need. And leave with NEW IDEASAND INSPIRATION to better connect with clients and prospects.

We invite you to join us. Don’t miss your opportunity to make NEWCONNECTIONS FOR A NEW AGE. We look forward to seeing you in LaVista!

F. Nicholas Kelley, CLU Delvin StahlNAIFA-Nebraska President NAHU President

Your Invitation…To Connections for a New Age

The La Vista Embassy Suites and theadjoining Courtyard by Marriott hotels

are holding a block of rooms forNAIFA/NAHU Conference attendees

until Tuesday, April 20:

• Embassy Suites Standard Suite:$139/night (single/double)

• Embassy Suites Hospitality Suite:$199 per night

• Courtyard by Marriott: $119/night(single/double)

• All rates are subject to room taxes/occupancy fees of 17.6%/night

• Check-in is 3 p.m.; check-out isNoon for both properties

Make your reservation by calling(800) 362-2779.

Be sure to identify the groupas NAIFA/NAHU Conference

to ensure you receivethe discounted rate.

To make your hotel reservationsONLINE at the

LaVista Embassy Suitesor the Courtyard by Marriott,

go to:http://www.naifa2010.digbro.com

http://www.naifa2010.digbro.com

HOTEL INFORMATION:

Page 4: Joint Conf. Regis. Packet-2010 · 2011-08-12 · 2010 NAIFA/NAHU Joint Conference Featured Speakers It’s been said about Warren Greshes that his presentations elevate a keynote

Wednesday, May 1212:30 p.m. ................................. Registration Desk Open

Health Insurance C.E. Track:1:30 p.m. ..............“New Modernized Medigap Plans”

Randy Boldt, Medico Insurance Company(1 hour CE pending)

Significant changes June 1, 2010 will impact all companiesoffering Medicare Supplement Insurance, resulting from theMedicare Prescription Drug Improvement andModernization Act of 2003 that included languageencouraging the National Association of InsuranceCommissioners to modernize the Medigap market.

2:45 p.m. ........“Do Wellness Programs Really Work?”Nina Clark, Michael Demman, Michelle BaadePresenters from SimplyWell (1 hour CE pending)

Learn how to differentiate yourself by discussing wellnesswith your client.

4 p.m. ... “Dental Insurance: Have the Rules Changed?”Karen M. Gustin, Ameritas (1 hour CE pending)

Learn how dental benefits can create a significant competitiveadvantage through understanding the market and retaininga value-added sales strategy. Gain an understanding of howthe affect of federal reform may or may not affect how dentalinsurance is sold to employers.

OR

General Education Track:1:30 p.m. ........ “Peak Performance in Difficult Times:

Opportunities for Positioning Your Career”Terry Headley, LUTCF, LIC, FSS

and Bob Nelson, CLU, LUTCF, FSSTwo Nebraska agents with long-time involvement at thenational association level share their unique perspectives witheach other and the audience on the roles for agents andadvisors in the marketplace of today and tomorrow. Whatare the best opportunities for sales? What products andservices will be most in demand by consumers? What’s thefuture of the agent distribution system? What designations,education, or specialty expertise will be most important inthe next few years? Get answers and ask questions of yourown in a free-wheeling, informal discussion format.

3:30 p.m. ........ “Peak Performance in Difficult Times:Practical Ideas for Growing Your Practice”

Nick Kelley, CLU – Panel ModeratorFinding it harder to make money in your practice today?Check out some fresh, new ideas that could open doors tonew sales and greater profitability as veteran and newerproducers share keys to their success. Panelists will shareperspectives related to life/annuity sales, investment/financialadvising, and multi-line practices.

2010 NAIFA/NAHU Conference Program Schedule

5 – 6:30 p.m. ............................... Reception with Vendors(Cash door prizes given away!)

Thursday, May 137 a.m. ......................................... Registration Desk Open

8 a.m. ..................................... Opening General Session/Drum Line Presentation/National Anthem

Don’t miss the conference kickoff, including a rousing start from adrum line and a special rendition of the Star Spangled Banner thatwill make you proud.

8:30 a.m. ....................................... “Make My Life Easier:What the 21st Century Client Really Wants”

Warren GreshesFind yourself stuck in the same routines sometimes? KeynoterWarren Greshes will inspire and show you how to differentiateyourself from the competition by becoming the kind of expert,advisor and resource that 21st century clients are demanding.

9:30 a.m. ....................... “Economic Realities & ForecastsThat Will Impact Your Clients & Practice”

Ernie GossThe U.S., regional and Nebraska economies are emerging fromthe deepest economic downturn since the Great Depression.What will the recovery and post-recovery look like? Whatindustries and geographic areas will flourish? Who are the likelywinners and losers in the “new” economy? What is the outlookfor jobs, interest rates, and inflation? Creighton Universityeconomic expert Ernie Goss gives you practical economic insightthat will help you develop the best solutions for your clients.

10:15 a.m. .... Networking/Learning Break With Vendors

Special BONUS Educational SeminarFor Exhibitors and Sponsors

Wednesday, May 12 at 4 p.m.We are offering a session on how to maximize the value you

receive as an exhibitor. Hosted by PlanitOmaha.

Page 5: Joint Conf. Regis. Packet-2010 · 2011-08-12 · 2010 NAIFA/NAHU Joint Conference Featured Speakers It’s been said about Warren Greshes that his presentations elevate a keynote

11 a.m. ........................... “The Naked Truth About IssuesImpacting Your Practice & Clients”

Terry Headley, LUTCF, LIC, FSSMike Gray, RHU

Mick Mines, NAIFA-NE LobbyistThe federal government and federal regulators are hard at workon sweeping changes that could dramatically — and adversely— impact the need for your services, the products you sell, andthe financial incentives for your clients and prospects to dobusiness with you. Learn what you and your clients need toknow to act and plan appropriately.

12:15 p.m. ...................... Business Networking LuncheonMake and renew contacts with other financial servicesprofessionals that can enhance your practice.

1:30 p.m. ............................................. Sponsor BreakoutsGet practical ideas on selling products and services that meetthe needs of your clients and prospects. Four rapid-fire salesideas in a small group format.

2:45 p.m. ............................... Dessert Break with Vendors(including Door Prizes!!)

3:45 p.m. ...................................... “Self Marketing Power:Branding Yourself as a Business of One”

Jeff BealsWhether you’re striving to land a big client, close more deals ormake a difference in the community, one thing is for sure: today’sworld has no room for shrinking violets. The only problem isthat the art of self marketing is difficult for a lot of people. Getpractical tips that will help you build your personal brand whilestriking a balance between healthy self promotion and egotisticalboasting.

4:45 p.m. .........................................NAIFA-Nebraska andNeAHU Membership Meetings

6 p.m. ....................................................Evening BanquetCelebrate excellence and socialize with your colleagues as wepresent the NAIFA-Nebraska Distinguished Service Award andNAHU Underwriter of the Year Award. Following the banquet,enjoy entertainment featuring guitarists Terry and JonathanLittle.

Evening........................................Hospitality Suites Open

Friday, May 147:15 a.m. ............... NAIFA/NE Delegate Council Meeting

(voting, installation)

8 a.m. .............................. “The Baby Boomer’s Dilemma:‘A Wake-Up Call’”

Meryl ComerThis year, 86 million Americans will be between the ages of 50and 80 years old. Not only has the economy forced them torethink their future, but they are also confronted by the darkside of longevity - living longer and disabled by financiallybankrupting diseases like Alzheimer’s. Emmy Award-WinningTV Journalist Meryl Comer speaks first hand about “worst casescenario” planning for personal finances and the imperative oflong-term care insurance in this decade. Meryl was the top-ratedspeaker at the 2009 NAIFA Convention — don’t miss thispresentation!

9 a.m. ............................................... Leading in AdvocacyAgents and advisers are leading advocates for the financial well-being of their clients, and that requires awareness of politicaland regulatory issues that are shaping the marketplace. Sharpenyour first-hand understanding of today’s key issues with these‘up close and personal’ presentations:

• Republican and Democratic nominees for NebraskaGovernor, fresh off the state’s primary election

• Insurance-related legislation in Congress from U.S. SenatorBen Nelson (invited)

• Current issues in regulation of the state’s insurance industryand licensed agents by Department of Insurance DirectorAnn Frohman

• An up-to-the-minute look at health care reform efforts andtheir implications for Nebraskans by NAHU LegislativeCouncil Chairman Jesse Patton

11:30 a.m. ................... “The Four Questions for Success”Barry Carlson

• Do you believe?• Are you sold?• Are you committed?• Are you having any fun?

This power-packed talk will provide answers to these questionsand will reveal how these answers will help you rein in life ratherthan letting life rain on you.

12:30 p.m. ............................................. Closing Remarks• Conference Concludes

For More Information on the Speakers and Program Schedule,See Our Digital Brochure at:

http://www.naifa2010.digbro.com

Thursday, May 13 (continued)

Page 6: Joint Conf. Regis. Packet-2010 · 2011-08-12 · 2010 NAIFA/NAHU Joint Conference Featured Speakers It’s been said about Warren Greshes that his presentations elevate a keynote

2010 NAIFA/NAHU Joint Conference Featured SpeakersIt’s been said about Warren Greshes

that his presentations elevate a keynotespeech to a form of performance art.Sharpened on the grindstone of New York’scutthroat garment industry, where he spent10 years as a national sales manager, hisstreet-smart sales instinct combine with anelectrifying style for a session you won’tsoon forget.

As an expert in the areas of salesmotivation and personal and professional development, Warrenhas addressed corporate, association and small business audiencesall over the world. Warren has also spoken in front of some ofthe largest and most prestigious organizations in the worldincluding The Million Dollar Round Table.

Warren has produced audio and video programs in the areasof sales, success and customer service, including the award-winning, “Supercharged Selling: The Power to be the Best,” and asof March 2006, John Wiley & Sons Publishers released his firstbook, “The Best Damn Sales Book Ever: 16 Rock Solid Rules forAchieving Sales Success!” He will be selling his book at theconference.

Ernie Goss is currently the MacAllisterChair and Professor of Economics atCreighton University in Omaha, Nebraskaand Director of the Goss Institute in Denver,Colorado. He received his Ph.D. ineconomics from the University of Tennessee.He was a visiting scholar with theCongressional Budget Office for 2003-04.In the Fall of 2005, the Nebraska AttorneyGeneral appointed Goss to head a task forceexamining gasoline pricing in the state. He is also a past facultyresearch fellow with the National Aeronautics and SpaceAdministration (NASA). He recently testified before the U.S.Congress regarding the closure of GM and Chrysler dealerships.

He has published over eighty research studies focusingprimarily on economic forecasting and on the statistical analysisof business and economic data.

He is editor of the Goss Report, an economics newsletterpublished monthly.

Jeff Beals is author of the award-winning book: Self Marketing Power:Branding Yourself as a Business of One,published by Keynote Publishing. He is alsoa professional member of the NationalSpeakers Association.

Jeff ’s diverse background makes himthe ideal person to reveal and explain thesecrets of personal branding. He currently

serves as Vice President of Coldwell Banker Commercial WorldGroup, a commercial real estate company. Additionally, Jeffteaches at the University of Nebraska at Omaha’s College ofBusiness Administration and is host of a weekly radio talk showon KFAB as well as weekly television show on WOWT, an NBCaffiliate.

Terry and Jonathan LittleThis father-and-son duo, full of energy and a zest for life,

are two accomplished performers who will bring acoustical mu-sic, humor and audience participation to the finale of the AwardsBanquet.

Meryl Comer is an Emmy-award winningreporter, producer, and business talk showhost with over 30 years of experience inbroadcast journalism. She was one of the firstwomen in the early 1980’s to host a nation-ally syndicated TV business show.

Comer was named President of theGeoffrey Beene Foundation Alzheimer’s Ini-tiative in November 2007. Winner of the2005 Shriver Profiles in Dignity Award and the 2007 ProxmireAward, Ms. Comer has provided testimony before Congress onbehalf of the Alzheimer’s Association and served on the 2008Alzheimer’s Study Group, charged with presenting a NationalStrategic Plan to Congress in March 2009.

Previously Ms. Comer served as senior vice president for theNational Chamber Foundation (1997- 1999) and for 11 yearsprior (1987-1997) as vice president for Communications De-velopment at the US Chamber of Commerce.

Barry Carlson is a nationally knownspeaker from the Midwest. He has spokenfrom Puerto Vallarta, Mexico to Pasadena,CA, and from Boise, ID to Tampa, FL.Barry’s talks are designed to inspire,motivate, entertain and lift the spirits ofhis audiences. His mission is to “helpchange people’s lives for the better bychallenging them to change their way of

thinking.” As one audience member put it, “I always feel betterafter listening to one of Barry’s talks! I walk away laughing, crying,thinking and wanting more.”

Warren Greshes

Dr. Ernie P. Goss

Jeff Beals

Meryl Comer

Barry Carlson

Page 7: Joint Conf. Regis. Packet-2010 · 2011-08-12 · 2010 NAIFA/NAHU Joint Conference Featured Speakers It’s been said about Warren Greshes that his presentations elevate a keynote

2010 NAIFA/NAHU Conference Registration FormComplete and return the registration form below!

I am a: __ NAHU Member ___ NAIFA Member __ Non-Member

First Name __________________________________ Last Name __________________________________________

Industry Designations _______________________________________________________________________________

Company _________________________________________________________________________________________

Address __________________________________________________________________________________________

City _______________________________________ State ________________ Zip _________________________

Work Phone_________________________________ Fax ________________________________________________

E-mail ___________________________________________________________________________________________

If attending Wednesday p.m. Health Insurance C.E., Track, please check State Insurance CE needed: ___ Nebraska ___ Iowa

Nebraska Insurance License (required for Nebraska Insurance CE certificate) _____________________________________

Last Six Digits of Iowa Producer License No. (required for Iowa Insurance CE certificate)____________________________

CHECK THE APPROPRIATE REGISTRATION FEES:Member fees apply to spouse, guest, or non-licensed staff

NAIFA or NAHU Members By April 30 After April 30Conference Only ___ $140 ___ $170Conference & Banquet ___ $185 ___ $215

Non-Members (no discount)Conference Only ___ $240 ___ $240

Extra Banquet Tickets (Members or Non-Members) ___ $45 ___ $45

TOTAL ENCLOSED / TO BE CHARGED TO CREDIT CARD $______

Make checks payable to: NAIFA/NAHU Joint Conference

Credit Card Payments: ___ VISA ___ MasterCard

Card Number ___________________________________________

Expiration Date __________________________________________

Name on Card (print) _____________________________________

Authorized Signature ______________________________________

Billing Address of Card (Address/City/State/Zip):

______________________________________________________

Billing Phone Number _____________________________________

Mail to: NAIFA-Nebraska • 1633 Normandy Court, Suite A • Lincoln, NE 68512Phone: (402) 474-7723 • Fax: (402) 476-6547 • E-mail: [email protected] • Web: http://www.naifa2010.digbro.com

Cancellation Policy: There will be a 50% refund on cancellations before May 7, 2010. There will be no refunds after May 7, 2010 —however, you may send a substitute in your place. All cancellations must be in writing and received by May 7, 2010.

IMPORTANT: Please check whichWednesday (May 12) sessions you will attend:

Health Insurance C.E. Track:1:30 p.m. __ “New Modernized Medigap Plans”2:45 p.m. __ “Do Wellness Programs Really Work?”4 p.m. __ “Dental Insurance: Have the Rules Changed?”

OR General Education Track: “Peak Performance in Difficult Times”1:30 p.m. __ “Opportunities for Positioning Your Career”3:30 p.m. __ “Practical ideas for Growing Your Practice”

Note: When you provide a check as payment, you authorize us either to use information from your check to make a one-time electronic fund transfer from your accountor to process the payment as a check transaction. When we use information from your check to make an electronic fund transfer, funds may be withdrawn from youraccount as soon as the same day we receive your payment and you will not receive your check back from your financial institution.

Page 8: Joint Conf. Regis. Packet-2010 · 2011-08-12 · 2010 NAIFA/NAHU Joint Conference Featured Speakers It’s been said about Warren Greshes that his presentations elevate a keynote

2010 ConferenceP.O. Box 24133

Omaha, NE 68124

RETURN SERVICE REQUESTED

CONFERENCE REGISTRATION PACKET

Embassy Suites • 12520 Westport Parkway • LaVista, Nebraska

Register online at http://www.naifa2010.digbro.com

May 12-14, 2010Register by April 30 and Save $30!