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 4, 2021. All presentation times are listed in Pacific Daylight Time.

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Time Session Notes Location
3:30 – 5:00PM PST Board of Directors Meeting Session is ONLY open to the NAFA Board of Directors Fez A&B
6:00 – 8:30PM PST Board of Directors Dinner Session is ONLY open to the NAFA Board of Directors Westin’s Marssa Steak & Sushi Restaurant
Time Session Content Speaker/Presenter(s) Location
9:30 – 11:00AM PST NAFA Committee Meeting Education Committee Tiya Stanley, North American & Jack Aiken, LTA Marketing Casablanca H
9:30 – 11:00AM PST NAFA Committee Meeting Gov’t & Legal Affairs Committee David Wolfe, Advisors Excel & Bryce Biklen, Sammons Casablanca F
9:30 – 11:00AM PST NAFA Committee Meeting Membership Committee Jeremy Rubin, Athene & Jay Brown, Delaware Life Casablanca G
11:15AM – 12:45PM PST Carrier Roundtable Working Lunch An open discussion amongst peers; 3 sessions will be held unilaterally for Carrier, IMO and Vendor members NAFA Carrier members ONLY La Menzeh East
11:15AM – 12:45PM PST Distribution Roundtable Working Lunch An open discussion amongst peers; 3 sessions will be held unilaterally for Carrier, IMO and Vendor members NAFA Distribution members ONLY Skala
11:15AM – 12:45PM PST Vendor Roundtable Working Lunch An open discussion amongst peers; 3 sessions will be held unilaterally for Carrier, IMO and Vendor members All Vendors welcome La Menzeh West
1:00 – 1:30PM PST Opening Ceremony & Recognition of the NexGen Recipient Welcome and opening remarks from NAFA’s President & CEO; flag salute; national anthem sung by the Golden Voice of the Golden Knights and presentation of the NexGen Annuity Leadership & Pillar Awards Chuck DiVencenzo, President & CEO at NAFA

Carnell Johnson, Golden Voice of the Golden Knights

Casablanca D & E South
1:30 – 2:30PM PST Featured Speaker The Super Age: Decoding our Demographic Destiny Bradley Schurman, Founder and Author of “The Super Age” Casablanca D & E South
2:45 – 3:45PM PST Technology Breakout

The Future of Innovative Business Processing

As the pandemic disrupted how the financial services industry conducts business, we witnessed an increase in the incorporation of technology to streamline processing. But will technology solve the annuity puzzle and finally make an annuity sale easy? Panelists discuss the intersection of annuities and wealthtech, including how today’s solutions address perennial problems with sales and distribution and what can you expect in the coming months and years. Jay Charles, Luma Financial Technologies, Joe Gerard, Halo Investing, Doug Massey, Insurance Technologies and moderated by Tamiko Toland, CANNEX Financial Exchanges Limited Casablanca F
2:45 – 3:45PM PST Business Development Breakout

The 5 Critical Social Security Concepts You Must Know to Elevate Your Credibility

Social Security is the foundation of a solid retirement income plan. Yet, many pre-retirees lack the knowledge to make an informed claiming decision. Identify critical components that every financial advisor and tax professional should understand, along with strategies they can implement to instantly elevate their credibility. Ultimately, annuity professionals can turn these challenges into opportunities to empower clients and increase sales opportunities. Heather Schreiber, HLS Retirement Consulting Casablanca G
2:45 – 3:45PM PST Social Media & Marketing Breakout

Marketing Your Brand and Your Business Through Social Media

Today’s professionals know a robust social media presence plays a critical role in success, and more organizations are looking for brand ambassadors who can leverage this marketing channel. Discover tips, techniques and strategies for effectively managing an impactful online presence — both personally and for your organization — and using it to drive ROI without it cannibalizing the time needed for other critical business operations. Mark Galvin, E-Presence Casablanca H
4:00 – 4:45PM PST Featured Speaker

Sponsored by AIG

Enabling Allyship Every Day Ronald Reeves, Chief Diversity Officer at AIG Casablanca D & E South
4:45 – 5:00PM PST Closing Remarks A wrap-up of day 1 & highlights of what’s to come in day 2 Chuck DiVencenzo, President & CEO at NAFA Casablanca D & E South
5:00 – 6:30PM PST Opening Reception A celebration of being “reunited, and it feels so good!” Join us for an evening of hors d’oeuvres, refreshments and networking Chuck DiVencenzo, President & CEO at NAFA
Andalusian Garden
Time Session Content Speaker/Presenter(s) Location
6:30 – 7:45 AM PST Breakfast Casablanca A, B, & C North/ La Menzeh
8:00 – 8:15 AM PST Opening Ceremony Day 2 opening remarks Lauri Beck, Partner at Simplicity Group Casablanca D&E South
8:15 – 8:45AM PST Bo Johnson Spirit Award Award overview and announcement of the 2021 Bo Johnson Spirit award recipient

Distinguished Recipients: Malott Nyhart (2020), Brian Williams (2019), Mike Tripses (2018), David Noble (2017), Jack Marrion (2016), Eric Thomes (2015), Samuel R. Lane (2014), Bill Cain (2013), & Wendy Waugaman (2012)

Casablanca D&E South
8:45 – 10:15AM PST Keynote Speaker 

Sponsored by Nationwide

Every Yes Begins With a KNOW Sam Richter, one of the world’s foremost Sales Intelligence and digital reputation experts, award-winning Hall of Fame speaker and bestselling author Casablanca D&E South
10:15 – 10:30AM PST Break Break and networking Casablanca D&E South
10:30 – 11:15AM PST IMO CEO Panel  Discussion around COVID recovery and what was learned while working through a global pandemic Nate Lucius, President at Gradient Financial Group, Matthew Tarkenton, President at Tarkenton Financial and moderated by Mike Tripses, Owner of Annua Profectus Casablanca D&E South
11:15AM – 12:00PM PST DOL Update Panel Discussion of the Department of Labor activities Kevin Mechtley, VP – Legal & Director of Gov’t Affairs at North American Company, David Wolfe, General Counsel at Advisors Excel and moderated by  Pam Heinrich, General Legal Counsel & Director of Gov’t Affairs at NAFA Casablanca D&E South
12:00 – 1:30PM PST Lunch Lunch and networking Casablanca A, B, & C North/ La Menzeh
12:00 – 12:30PM PST NAFA Members Meeting An annual meeting of the NAFA membership NAFA members ONLY Casablanca D & E South
1:30 – 2:30PM PST Business Development Breakout

Proprietary Indices

The last decade has brought with it the proliferation of proprietary indices available on fixed indexed annuities. Yet these indices have not come without controversy, including the ability for agents to understand and explain them and how they fit in annuity recommendations. Listen in as panelists tackle two controversial questions about proprietary indices: Are they garbage? And do they really perform differently from the S&P 500 in an FIA? Laurence Black, The Index Standard, Igor Zamkovsky, Blackrock, Alan Grissom, S&P and moderated by Tamiko Toland, CANNEX Financial Exchanges Limited Casablanca F
1:30 – 2:30PM PST Social Media & Marketing Breakout

How to Stay Compliant with Your Social Media Campaigns

Though social media has been a critical tool for financial services organizations for years, the pandemic has vastly shifted how we maintain relationships with clients and customers. As a result, social media is now non-negotiable. Yet there are challenges to using it in a regulated industry. Learn about key risks and considerations for your business and real solutions that can help you realize its true potential. Maureen James, Summit Compliance Group Casablanca G
1:30 – 2:30PM PST Technology Breakout

Fight Back Against the Hack

The insurance and financial services industry is a high value target for cyber criminals. In this fast-paced, visual and action-oriented presentation, take a deep dive into the persistent threat of cyber liability exposures for annuity distributors. We’ll address who is attacking the industry, how they are doing it and why — as well as some simple steps that both individuals and organizations can take to address their cyber and data breach exposures. Be Aware. Scott Reid, NAPA, National Association of Professional Agents Casablanca H
2:45 – 3:45PM PST Business Development Breakouts

Effective Leadership Post-COVID

After a year of tremendous uncertainty, organizations are experiencing an epiphany: Not every manager is capable of being a true leader. Those businesses that can identify the difference and reposition their teams accordingly will be much better positioned to succeed in the months and years ahead. Discover what it takes to implement effective change, push employees to reach their full potential, and build a culture of trust, transparency and growth. Tiya Stanley, North American Company and Mark Williams, Brokers International Casablanca F
2:45 – 3:45PM PST Technology Breakouts

The Future of AI in the Industry

Insurance executives agree that the industry must embrace the digital-first expectations of consumers. However, many carriers are stuck in the mindset of micro-improvements to paper-based processes as a digital strategy to reduce costs. Examine the business case for AI and automation in providing a roadmap for a more digital-first improvement process for applying technology to insurance. Robert Forish, iPipeline Casablanca H
4:00 – 4:50PM PST Women in Insurance 2021 A moderated discussion with leaders in the industry Sherri Du Mond, Senior VP – Head of FMO Distribution at Allianz Life, Jodi Hyde, SVP – General Legal Counsel & Secretary Legal & Compliance at F&G Life, Sheryl Moore, Chief Storyteller at Wink, Inc. and moderated by Kelly McDonald, Speaker, Author, Marketing & Customer Service Expert Casablanca D & E South
4:50 – 5:00PM PST Closing Remarks Thanks to our 2021 Annuity Distribution Summit Sponsors and Speakers! Heather Kane, Assistant Vice President, Sales at EquiTrust and Chuck DiVencenzo, President & CEO at NAFA Casablanca D & E South
5:00 – 6:00PM PST Closing Reception A final celebration of being among friends! Join us for an evening of hors d’oeuvres, refreshments and networking Chuck DiVencenzo, President & CEO at NAFA Casablanca A, B, & C North
8:00 – 10:00PM PST After Hours A final, final celebration of being among friends Hosted by S&P Dow Jones Indices Andalusian Garden

Effective July 30, Nevada is implementing a mask mandate requiring everyone, regardless of vaccination status, to wear a mask in public indoor settings. All event attendees will be expected to comply with this directive. NAFA is continuing to monitor additional safety requirements at the national, state and local levels. We are actively working with the conference property to ensure the needs and safety of our attendees are met. Any updates/changes will be communicated directly by NAFA.