NAFA Annuity Distribution Summit Agenda

To utilize this interactive agenda, click on a date below and it will expand with scheduling details. The following is subject to change and current as of October 28, 2020. All presentation times are listed in Central Standard Time.

Time Session Content Speaker/Presenter(s)
10:00 AM CT The Hero Effect In a fresh and entertaining style, Kevin will share ideas, strategies and principles that will inspire and equip you to show up every day and make a positive difference. At the heart of Kevin’s message is a simple, yet powerful philosophy for life that drives every thought, every action and ultimately every result we achieve both personally and professionally. You will be  motivated to reach beyond what is required and do something remarkable! Kevin Brown, Best selling author, recognized as best Keynote speaker of 2019, & one of the top 41 motivational speakers who can energize any sales team
1:00 PM CT Beneficiary & Wealth Transfer Planning After the SECURE Act

Replay located on Summit event site: NAFA.com/ADS2020

In December of 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which seeks to increase Americans’ retirement preparedness. The Act includes changes that will affect the retirement income plans of many clients. In this webinar, Tom Duncan will walk us through a look at personal impacts of the SECURE Act with an emphasis on the new inheritance rules for individual and non-spouse beneficiaries. Tom Duncan, Vice President of Advanced Consulting Group at Nationwide
3:00 PM CT Compliance Panel

Replay located on Summit event site: NAFA.com/ADS2020

Join us for a panel discussion on the general state of the regulatory environment and what it may look like in the coming years.  Discussion will include how Insurance Professionals and Marketing Organizations  can protect themselves from the imposing regulations, a conversation of what future sales models may look like, and what priority should be given to date security as more states adopt the NAIC data security model law. Maureen James, Co-Owner of Summit Compliance Group LLC; Zac Anshutz, Chief Compliance Officer/Director of Regulatory Affairs at Advisors Excel; Chris Conroy, Executive Vice President at IAMS Inc.; Tony Lengeling, Vice President & Chief Compliance Officer at American Equity
Time Session Content Speaker/Presenter(s)
10:00 AM CT Women’s Leadership Exchange

Replay located on Summit event site: NAFA.com/ADS2020

Come hear from leaders in various roles across the industry on how they have overcome adversity in their careers, through a pandemic and how they see the future of financial advice. Sherri Du Mond, SVP & Head of FMO Distribution, Allianz Life; Julie Harkins, Director of Sales, Allianz Life; Leslie Lipscomb, SVP, Financial Independence Group; Traci R., Personal Producer
1:00 PM CT Fire Your Fear: Excuses, Excuses For many professionals, blame too often is a cover up for fear, and here’s the kicker: Everything you want for your business — more clients, more money, more visibility — is on the other side of fear. Learn practical tips and insights for taking control, making the difficult choice to “Fire Fear,” and finally creating the business that aligns with your goals and values. Deirdre Van Nest, international keynoter and trainer, creator of the Crazy Good Talks® Blueprint and The Emotionally Engaging Advisor™
Time Session Content Speaker/Presenter(s)
10:00 AM CT How uncertain times can affect financial decision making in clients and prospects: Improve outcomes when you get into the minds of clients and prospects

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Craig Fox, Ph.D., an expert in judgment and decision making from the UCLA Anderson School of Management, shares exclusive insights concerning the sources of uncertainty and behavioral biases preventing many people from making solid financial decisions. In particular, Professor Fox will address how stress and uncertainty concerning the pandemic and economy may impact people’s decision-making process, and how this may affect retirement planning decisions of your clients and prospects.

Hear exclusive insights and solutions that could change the game for your business, including:

  • Deep dive into four sources of uncertainty underlying annuity purchase decisions
  • How to identify behavioral biases people may unknowingly bring to the table
  • Understanding how stress and uncertainty can influence decision making
  • Strategies for promoting better long-term decision-making under these conditions
Dr. Craig Fox, Professor of Management UCLA; Ryan Lex, Vice President/Division Sales Management at Athene
1:00 PM CT 2020/2021 Economic Outlook

Located on Summit event site: NAFA.com/ADS2020

Two NAFA Premier Partners take a look into the future and share their insights on the possible economic impacts of the pending election and the Feds new take on inflation.  Discussion will also include their thoughts on the high unemployment rate and how its potential continuation will affect consumer spending, along with how long the lower interest rate environment may last. Hamish Preston, Associate Director at S&P Dow Jones Indices; Phil Brzenk, Sr. Director Product Development Management, S&P Dow Jones Indices; Phil Mackintosh, Chief Economist, Nasdaq; Ben Jones, R&D Specialist, Nasdaq
3:00 PM CT Bo Johnson Spirit Award Presentation

Located on Summit event site: NAFA.com/ADS2020

Announcement of the 2020 honoree Chuck DiVencenzo
Time Session Content Speaker/Presenter(s)
10:00 AM CT The Washington Update

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Jeff Bush will share his timely insights on the election of the president, House, and Senate on November 3rd. His discussion provides a unique analysis of the factors likely to influence the election result, as well as the markets’ likely reaction. Finally, he will analyze and predict the outcomes and consequences of substantive matters – such as trade and taxes – that Congress and the incoming president are poised to address once the virus crisis passes.

In addition to these insights, his presentation provides strategies that investors and financial advisors can consider to take advantage of (or protect against) market affects and volatility arising from Washington initiatives and the road to the election, as well as specific strategies for investment, wealth transfer, and retirement planning.

Jeff BushSpeaker & Author – The Washington Update
1:00 PM CT A Look at the Future of Distribution 

Located on Summit event site: NAFA.com/ADS2020

Join four Marketing Organization Executive Officers as they discuss their views on how to exist in this low interest rate environment, their thoughts on new product designs, the possible affects the SECURE Act may have on annuities, and more. Steve Kerns, Founder and President of InsurMark; Nate Lucius; President of Gradient Financial Group; Steve Murray, President of Insurance Agency Marketing Services Inc.; Brian Williams, Co-Chief Executive Officer at Financial Independence Group
3:00 PM CT NAFA Federal & State Regulatory Update

Located on Summit event site: NAFA.com/ADS2020

Cliff Andrews and Pam Heinrich share an inside look at federal and state issues affecting distribution, as well as NAFA’s tireless work to avoid unnecessary regulatory overreach and support legislation that protects both distributors and consumers. Cliff Andrews, Principal at CapCity Advocates – NAFA’s Federal Legislative Strategist & Advocate; Pam Heinrich, NAFA General Counsel and Director of Government & Legal Affairs
Time Session Content Speaker/Presenter(s)
10:00 AM CT Retirement Alpha: How Guaranteed Lifetime Income Can Help Improve Portfolio Performance

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Tom Hegna shares his insight as to how the insurance industry is uniquely positioned to solve for income in retirement.
In a low interest rate environment, CDs and Bonds will not generate the “alpha” necessary to provide adequate income to retirees. In this lively session, Tom will explain how to use guaranteed lifetime income and position it as an integral part of every retiree’s plan!

Tom Hegna, CLU, ChFC, CASL, best-selling author, international speaker, and economist

1:00 PM CT The Future of Product Design

Located on Summit event site: NAFA.com/ADS2020

A look at the future of Annuity products in a low interest rate environment and beyond. Tamiko Toland, Head of Annuity Research, CANNEX; Preston Schnoor, VP & Actuary, AIG; John Balbach, AVP of Product Development, Delaware Life
3:00 PM CT Retirement Income Planning: Set Yourself Apart While Setting Up Your Business for Success

Located on Summit event site: NAFA.com/ADS2020

Learn how retirement income planning with an annuity can set up your clients and your business for success. Michael R. Harris, Senior Education Advisor, Alliance for Lifetime Income