NAFA Annuity Distribution Summit Speakers

Keynote Speaker

Kevin Brown

Kevin Brown’s unconventional path to business and personal success has taught him that winning in business and in life requires anything but conventional thinking. With a street-wise aptitude and a never-quit attitude, he worked his way from the front lines in business to the executive boardroom. For nearly two decades Kevin was a sales and marketing executive that helped grow a little-known family business into an industry giant with annual revenues reaching $2 billion.

After a career in franchising that spanned 30 years, Kevin decided to retire from corporate America and pursue his passion for delivering The HERO Effect™ message. He is on a mission to help people and organizations embrace a simple philosophy that separates world-class organizations and high-performance people from everybody else. He is passionate about helping people expand their vision, develop their potential and grow their results.

The keynote speaker presentation is proudly sponsored by:

Featured Speakers

Jeff Bush

A 28-year veteran of the financial industry, Jeff Bush is considered Wall Street’s Washington Insider. He’s known for his unique ability to translate difficult and confusing tax and fiscal information coming out of Washington D.C. into winning growth strategies for business owners, executives and high net worth investors. Jeff is a colleague of Andy Friedman and an integral part of The Washington Update, the industry’s nonpartisan experts on all things Washington and America’s foremost equal opportunity offenders.

In the 2012 presidential election, Jeff accurately predicted the outcome 14 months in advance as well as predicting the republican sweep in Congress in 2014. Jeff also predicted the fiscal cliff outcome that lead to the single largest tax increase in dollar terms in U.S. history. This advice gave professional advisors and clients an opportunity to prepare for the political changes that would impact their bottom line.

The featured speaker presentation is proudly sponsored by:

Craig Fox

Craig Fox is Harold Williams Professor of Management, and Professor of Psychology and Medicine at UCLA. He is co-founder and chair of the Behavioral Decision Making Area of the UCLA Anderson School of Management. Professor Fox has previously taught at Stanford, Northwestern, Columbia, the University of Chicago, and Duke University’s Fuqua School of Business where he was named the 2001 “Outstanding Faculty Member.”

Dr. Fox’s research explores behavior under risk, uncertainty and ambiguity, using a range of empirical methods from lab and field studies to brain imaging. He also applies insights from behavioral economics and social psychology to improve financial and health decisions. He earned his B.A. in economics and psychology from U.C. Berkeley, and his Ph.D. in experimental psychology from Stanford University. Dr. Fox teaches executive, MBA and Ph.D. courses in decision making, negotiation, leadership, strategy and dynamic management.

The featured speaker presentation is proudly sponsored by:

Tom Hegna

Tom Hegna is an economist, author, and popular industry speaker who is often considered by many to be the retirement income expert. As a former First Vice President at New York Life, a retired U.S. Army Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature “Paychecks and Playchecks” retirement approach, helping baby boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into five books.

Tom specializes in creating simple and powerful retirement solutions. He has the unique ability to pump up a crowd, make people laugh and solve complex financial problems using easy-to-understand words, ideas and stories. He’s been featured in Business, Forbes, Money Rates, and many other leading publications. He speaks with businesses, government organizations, professional associations, financial professionals and their clients across the globe.

The featured speaker presentation is proudly sponsored by:

Tom Duncan

Tom Duncan is vice president of the Advanced Consulting Group at Nationwide Financial. He has written for numerous financial industry publications and is a much-requested speaker. He holds a Juris Doctor from the University of Dayton, a bachelor’s degree in economics from Denison University and the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.

Cliff Andrews

Cliff Andrews has nearly 20 years of political experience as a federal legislative strategist and   advocate. He heads CapCity Advocates, LLC, a federal government relations business that he started in 2004. He offers extensive experience in legislative issues management and coalition management for trade associations and corporations. In particular, he consults with clients on advocacy plans, legislative and regulatory conferences and fly-ins, policy paper and testimony preparation, policy issue monitoring, grassroots and grasstops development, PAC strategy, and building strategic relationships with third-party groups.

In the past, Cliff served as the Director of Government Relations for Butera & Andrews, a Washington D.C. law firm, and at one time was a staffer for Senator Harry Reid. He also worked in the financial services  sector for Equitable and New York Life, where he secured investments and insurance for small businesses and families.

Pam Heinrich

Pam Heinrich is an attorney practicing in Milwaukee, Wisconsin. As NAFA’s general legal counsel and director of government affairs, she provides legal support and business consulting services to NAFA’s Board of Directors and nationwide membership, primarily focusing on federal and state legislation and regulation affecting the fixed annuity industry.

Before joining NAFA in 2010, Pam graduated in 2008 from Ripon College and Marquette University Law School, summa cum laude. Pam was an associate attorney with the Milwaukee-based law firm Quarles & Brady, LLC, practicing as a commercial litigator in the firm’s product liability, toxic tort & personal injury litigation group.

Mike Harris

For almost 30 years, Mike Harris, CFP, CLU, ChFC, worked as a senior executive in the life insurance industry, collaborating closely with financial advisors, insurance agents, CPAs, attorneys and their clients to help design financial strategies and solutions for the “new” American retirement.

Now, as a senior education advisor at Alliance for Lifetime Income, Mike provides strategic guidance, thought leadership and educational resources. He speaks at industry events to help increase awareness among financial professionals and consumers of protected lifetime income solutions, including annuities, and how they fit into a comprehensive retirement plan.

Deirdre Van Nest

Deirdre Van Nest is the go-to expert for financial advisors, leaders, and any professional in a client-facing role on improving communication skills, whether one-one or with a group. She is a top-rated international keynote speaker and Trainer.

Deirdre is creator of the Crazy Good Talks® Blueprint and The Emotionally Engaging Advisor™. These two practical communication systems have taught thousands how to bring in business faster and impact more lives through the power of storytelling and making emotional connections. She is a regular contributor for Horsesmouth, a faculty member at the Hoopis Performance Network, and she is called upon frequently for interviews on podcasts and TV talk shows. Learn more about her services at CrazyGoodTalks.com. For speaking tips, check out Crazy Good Talks TV.