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 3, 2022. All presentation times are listed in Pacific Daylight Time. Download a PDF version of the agenda HERE

Time Session Speaker/Presenter(s) Location
5:00-5:30 PM PT Future Leaders Cocktail Reception with NAFA Board of Directors By Invitation Only Venice Garden Terrace
5:30-8:00 PM PT NAFA Board of Directors Dinner NAFA Board of Directors Venice Salon A&B
Time Session Content Speaker/Presenter(s) Location
8:00 AM-5:00 PM PT Conference Registration Arcadia Foyer
8:00-9:30 AM PT NAFA Board of Directors Meeting October in-person meeting Board of Director Members Suite 731
9:30-10:30 AM PT Education Committee Meeting October in-person meeting Education Committee Members Venice B
9:30-10:30 AM PT Membership Committee Meeting October in-person meeting Membership Committee Members Catalina Ballroom
9:30-10:30 AM PT Gov’t & Legal Affairs Committee Meeting October in-person meeting Gov’t & Legal Affairs Committee Members Palisades Ballroom
10:45 AM-12:00 PM PT Carrier Roundtable Discussions amongst Carrier peers Carrier Members Palisades Ballroom
10:45 AM-12:00 PM PT Distribution Roundtable Discussions amongst Distribution peers Distribution Members Catalina Ballroom
10:45 AM-12:00 PM PT Business Development Roundtable Discussions amongst Vendor peers Vendor & Indices Members Venice B
12:00-1:00 PM PT Lunch Arcadia C
1:00-1:15 PM PT Opening Ceremony & National Anthem Commencement of the 14th annual Annuity Distribution Summit Heather Kane, EquiTrust Vice President of Sales & Marketing and NAFA 2022 Chair, Chuck DiVencenzo, NAFA President & CEO, and Chantelle J-Nae, National Anthem performer Arcadia A&B
1:15-2:15 PM PT Leading in a Changing Financial World
Keynote Speaker sponsored by Nationwide
Change can be difficult, painful, and costly in a constantly changing financial environment. Knowing how to take the lead and seize the opportunities change creates is imperative. Leaders who understand the dynamics of change can slice through resistance, outperform the competition, and unleash a world of innovation, opportunity, and growth. Tom Flick, International Leadership Speaker & Change Expert Arcadia A&B
2:15-3:00 PM PT Improve Outcomes When You Get into the Minds of Clients and Prospects – Q&A
Sponsored by Athene
Get into the minds of your clients and prospects to help them build the financial futures they dream of when you hear from an expert in judgment and decision making from the UCLA Anderson School of Management. Hal will share exclusive analysis, timely insights from current events and real-life scenarios that reveals the sources of uncertainty and behavioral biases that prevent many people from making appropriate financial decisions and creating an effective plan for their financial futures. This can result in some retirees falling short of their retirement income and lifestyle goals. Hal Hershfield, Ph.D., Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA’s Anderson School of Management Arcadia A&B
3:00-3:15 PM PT Break Arcadia Foyer
3:15-4:00 PM PT How to Do Business in a New Regulatory Environment Navigating the new business environment created by the DOL Fiduciary rule 3.0 Moderator: Bryce Biklen, North American Chief Distribution Officer

Panelists: Dennis Mattern, CreativeOne VP Market Development and Luke Loewen, Gradient Annuity Brokerage VP

Arcadia A&B
4:00-4:45 PM PT Clout: Creating Greater Influence with Others
Sponsored by Global Atlantic
Tip the scales in your favor with clients, prospects, colleagues, and anyone else on whom you need to create a connection. When all other things remain equal (price, product, technical expertise, etc.) the individual is THE point of differentiation. Clout introduces and breaks down the 3 key “appeals” that are proven to break more ties in your favor. The program provides insight and application around enhancing your Personal, Emotional, and Social Appeal. Kirk Bowman, Global Atlantic Consulting Vice President Arcadia A&B
4:45 -5:00 PM PT Closing Remarks Heather Kane, EquiTrust Vice President of Sales & Marketing and NAFA 2022 Chair and Chuck DiVencenzo, NAFA President & CEO Arcadia A&B
5:00-6:30 PM PT Opening Reception Cheers to 14 years with cocktails, canapes, and comrades! Arcadia Foyer
Time Session Content Speaker/Presenter(s) Location
8:30-8:35 AM PT Opening Ceremony II Kick-off of day2 content! Heather Kane, EquiTrust Vice President of Sales & Marketing and 2022 NAFA Chair and Chuck DiVencenzo, NAFA President & CEO Arcadia A&B
8:35-9:05 AM PT Bo Johnson Spirit Award Presentation of NAFA’s most prestigious award Honored recipient and award nominator Arcadia A&B
9:05-10:15 AM PT GET SWITCHED ON! Reevaluate and Recharge The ability to ‘Get Switched On’ and be at your best consistently is essential to compete and excel in today’s marketplace. This high-energy, interactive session challenges everyone to acknowledge the difference between good and GREAT. This is an interactive experience, not a speech! Chip Eichelberger, Anthony Robbins, Entrepreneur, Author & Peak Performance Strategist Arcadia A&B
10:15-10:30 AM PT Break Arcadia Foyer
10:30-11:15 AM PT IMO Executive Panel – The Future of Distribution Discussion of the changing distribution landscape Moderator: Dan Acker, SILAC President/CMO

Panelists: Jack Aiken, LTA Marketing Group President, Jason Kestler, Highland Capital Brokerage Chief Distribution Officer; Matt Tarkenton, Tarkenton Companies President; James Wong, Partners Advantage Area EVP

Arcadia A&B
11:15 AM-12:00 PM PT Operation Decode: Top Tax-Related Annuity Questions Answered! Dispelling the most common points of confusion among financial professionals when it comes to annuities. Whether it’s changing ownership (You say “Trust” I say “Hold Please”), how annuities are taxed (no, not all income is created equal), how to properly advise an annuity beneficiary (thank you, O’ SECURE Act!), or deciphering tax law from product guidelines (seriously, make it stop!), this session will leave you better than you started with more than one “a-ha” moment! Heather Schreiber, HLS Retirement Consulting Founder Arcadia A&B
12:00 -12:30 PM PT Members Meeting Annual meeting of NAFA members, followed by lunch

*Non-NAFA members please proceed to lunch

NAFA Members Only Arcadia A&B
12:00-1:30 PM PT Lunch & Vendor Networking Arcadia Foyer
12:00-2:15 PM PT Future Leaders Lunch ‘N Learn
By invitation only
Business Development Training: What Does it Take to be a Leader Chip Eichelberger, Entrepreneur, Author & Peak Performance Strategist and Walter White, Retired Allianz CEO Catalina A-C
1:30-2:15 PM PT Innovations in Technology An in-depth discussion of future technology advancements in the industry Moderator: Chuck DiVencenzo, NAFA President & CEO

Panelists: Jay Charles, Luma Financial Technologies Dir. of Annuity Products, Doug Massey, Insurance Technologies EVP of Sales, and Robert Powell, IPIPELINE VP Wealth Management Sales

Arcadia A&B
2:15-3:00 PM PT Building Culture through the Power of Playing Offense: How Talent Becomes Your Competitive Advantage Are you growing weary of the never-ending battles of finding, engaging, and retaining talent? Learn the keys to org and local culture where people know they belong, can thrive, and will stay, because they matter. Paul Epstein, Global Keynote Speaker, Bestselling Author, and Host of the Playmakers: On Purpose Podcast Arcadia A&B
3:00-3:45 PM PT Future of Product Innovation Want to know what the future holds for product innovation within the industry? Don’t miss the conversation with our esteemed panel. Moderator: Alan Grissom, Grissom Enterprises Industry Consultant

Panelists: Laurence Black, Index Standard Founder, Phillip Brzenk, S&P Dow Jones Indices Managing Director/Global Head of Multi-Asset Solutions, Melissa Buccilli, Blackrock Retirement Group Dir./Head of Retirement Insurance, and Alfred Eskander, SALT (Nasdaq) President & COO

Arcadia A&B
3:45-4:00 PM PT Closing Remarks Wrap-up and overview of conference activities Heather Kane, EquiTrust Vice President of Sales & Marketing and 2022 NAFA Chair and Chuck DiVencenzo, NAFA President & CEO Arcadia A&B
4:00-5:00 PM PT Mix & Mingle Final reception for networking and exhibitor conversations Thank you our 2022 Annuity Distribution Sponsors! Arcadia Foyer
8:00-10:00 PM PT After Hours An evening of California smooth jazz, cocktails, and desserts! Sponsored by S&P Dow Jones Indices Venice A&B