Schedule
Movement vs. Organization: Leveraging Dynamics for Momentum and Growth
Are you building an organization or a movement? Which approach can most effectively accomplish your mission and lead to success?
In this session, we will explore the contrasting frameworks of organizations and movements to determine which operational and structural dynamics are best suited for your needs. We will consider functional set-up, leadership responsibility, training and development, and marketing delivery to compare how each framework engages people to optimize team performance and achieve multi-dimensional growth. Through the lens of the sports-themed movie Invictus about South African President Nelson Mandela’s championing the country's national rugby team to motivate and unify the country, we will connect clips depicting these characteristics to actionable ideas in an innovative, interactive session driven by real-world applicability.
Learning Objectives:
- Distinguish the operational and structural dynamics of organizations from those of movements.
- Through the analysis of clips from the movie Invictus, connect theoretical concepts of organizational and movement dynamics to real-world scenarios.
- Identify effective strategies to foster engagement and drive success applicable to their own business contexts.
- Derive actionable ideas to grow chapter membership and foster a vibrant community of financial planners through a movement approach.
- Share insights and experiences, enhancing collective learning and application of workshop concepts.
Kevin Mayeux, CAE
- Why experts predict that tax rates will double
- Why IRAs and 401(k)s may present a “Catch 22” for your clients
- How rising tax rates may reduce your clients’ lifestyle in retirement
- How withdrawals from IRAs could cause your clients to lose up to one-third of their Social Security
- How life insurance can help get your clients to the 0% tax bracket in retirement and protect them from the impact of higher taxes.
How to Think, Execute & Win
Learn how to leverage the power of planning and follow-through. Walter uses thrilling anecdotes and personal experience to guide attendees through the steps all peak performers must master: vision, venture, and well-planned execution.
Discover how to strive for greatness, excellence, and perfection in every performance, and give them the essential principles that will make the journey more fulfilling!
- Instilling core values for business prosperity
- Staying in sync with daily / weekly / quarterly / annual goals
- Knowing your personal and organizational KPI’s (key performance indicators)
- Knowing and resolving challenges
- Staying motivated to execute consistently
- Guidance on how to reach the finish line, every time
- Understanding the difference between immediate and long-term impact
My Client Brought up Medicare, Now What?
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Medicare issues are in the news and on the minds of your clients. Whether it’s themselves, their children, or business partners trying to deal with the Medicare maze, you need resources and answers. This panel will discuss how to incorporate a pathway to effectively field Medicare questions.
Developing a Relevant Agency
This session is a high-level discussion on how implementing relevant systems, processes, and people will enhance your firm's production and profitability ethically. We will discuss how to utilize tools such as CRMs, social media, SOPs, and other tangible assets to create massive levers for outreach, client care, education, and more. Advisors must open up to the reality of the evolving world around them and are provided with several key examples of how they can differentiate themselves by leaning in and being an agent of positive, impactful change.
Learning objectives:
- Implement and improve on system’s processes and people
- Meet your clients and prospects where they are and speak to them in a language they understand through social media
- Increase production and profitability while enhancing compliance and ethics through effective systems and processes
The Business Owner Trifecta
Advanced planning concepts can be explained in simple language and EVERY professional in the financial services industry works with business owners who can benefit from one of the following:
- Leveraging a Limited Liability Company (LLC) allows those who are self-employed a pathway to succession and retirement savings
- Loan Split -Dollar is a tax-advantaged way for key employees to supplement their benefits
- Economic Benefit Split-Dollar provides a key benefit to highly compensated employees and a crucial retention tool for employers
Fireside Chat on the Digitalization of Life Insurance
Are Investors Receiving “Holistic” Planning?
Sponsored by: Kansas City Life
Taxing Exercises Beyond Shaking Hands and Kissing Babies
2025 will be a year of enormous risk in the tax policy debate needed to address expiring tax provisions, government and the federal debt. The scope of potential adverse changes will certainly include tax rules governing life and health insurance, annuities, retirement savings, and employer-provided benefits. Explore how to shape the legislative outcomes to benefit your business and clients regardless of the election results.
Learn how to prepare for this tax showdown with:
- Insights into elections and tax challenges
- Methods to positively influence policy
- Techniques to leverage storytelling
Brought to you by NAIFA's Centers of Excellence
This keynote presentation will illuminate the critical importance of Social Security knowledge for financial advisors. Attendees will discover how Social Security serves as the first pivotal decision in retirement planning, affecting all clients, and why mastery of this area is essential for differentiating their practice. The session will challenge common misconceptions, highlight potential pitfalls of ignorance, and provide actionable strategies to leverage Social Security expertise for business growth, client retention, and increased sales opportunities. By the end of this session, advisors will be equipped with the knowledge and tools to differentiate their practice, protect their clients’ interests, and grow their business through Social Security expertise.
Learning Objectives
- Understand the Importance: Recognize why Social Security is a fundamental component of holistic retirement planning and its impact on clients' financial well-being.
- Identify Opportunities: Learn how Social Security expertise can open doors to new client relationships and business opportunities.
- Avoid Common Pitfalls: Discover the risks and financial consequences of providing incorrect Social Security advice.
- Enhance Professional Competency: Gain insights into becoming a trusted advisor by mastering Social Security rules and regulations.
- Leverage Tools and Resources: Explore how the RSSA program can provide the education, software, and marketing tools needed to integrate Social Security planning into your practice effectively.
All members of the Triangle Team are welcome to attend.
Nathan Gonzales offers audiences an incredibly detailed, highly-nuanced analysis of the current condition of electoral politics, covering presidential politics and the House, Senate, and gubernatorial campaigns. He has covered Washington for 15 years, and takes a non-partisan approach to election forecasting. Gonzales’ aim is to describe what is happening on the ground in order to project the results, and he uses entertaining and easy-to-understand stories and analogies to enliven his analysis. His recall of facts and figures is incredible, and he is natural, energetic, and engaging on stage. Each election cycle, he interviews nearly all the candidates personally, and using poll numbers, economic data, historical information, trends, demographics, and more, he analyzes the current environment and shares what you need to know about the races you didn’t even know about. Nathan Gonzales is a must-see analyst for those looking to genuinely understand upcoming elections.
How to Generate Your First $100K Case
Brought to you by the Business Performance Center
Come learn from MDRT Lifetime member and #1 Producer at One America 5 years running how to use creative and innovative ways of helping your entrepreneurial, high net worth and small business owner clients build wealth through tax advantaged strategies using life insurance and annuities. Learn the difference between building an insurance business versus building a business that sells insurance and is designed to leave a legacy of generational wealth for your clients and your own family. This practical how-to session will provide the techniques and sales ideas you need to up your game this year and beyond.
Mergers & Acquisitions: The Opportunity of a Lifetime
Brought to you by the Investment, Retirement, & Estate Planning Center
One-third of our industry is retiring in the next 10 years. Are you prepared? In this comprehensive session, financial advisors will explore the critical strategies and insights needed to navigate the rapidly evolving landscape of mergers and acquisitions (M&A). Led by David Wood, Founder & Chief Visionary Officer of Gateway Financial Partners, attendees will gain valuable knowledge about the latest trends, effective negotiation tactics, and essential steps to prepare their practices for acquisition. This session is designed to equip you with the tools and strategies to drive growth and secure the future of your business.
Learning Objectives:
- How to become acquisition ready by understanding the key preparatory steps for selling or merging your practice.
- Effective negotiation tactics that ensure favorable outcomes in buying and selling financial practices.
- Strategies to future-proof your practice against market changes and industry retirements.
- Best practices for successfully integrating new acquisitions to maximize growth and client retention.
Knockout Networking!
Sales producers including financial advisors, brokers, agents, and planners absolutely need a “fight plan” to grow their business. Especially now! Networking, scheduling appointments, developing relationships, generating referrals, making targeted connections, and being massively in service to clients are just as important as ever! Online or “live”, cultivating “knock out” relationships is a must if your focus is generating more prospects, more referrals, and more business!
Save Time, Money, and Energy by Partnering With a Financial Coach
Could financial coaching revolutionize your business? Join Kelsa, a former licensed financial advisor, as she delves into the world of financial coaching. With her firsthand experience, Kelsa understands the daily conversations you’re having and knows how to make them work in your favor. Discover what sets financial coaches apart from wealth managers and financial planners. Learn about the unique benefits of having a financial coach and what you can expect from this partnership.
Learning Objectives:
• Ease Your Workload: Discover how a financial coach can simplify your job.
• Accelerate Client Results: Learn how we collaborate to achieve faster outcomes for your clients.
• Clarify Roles: Understand what financial coaches do—and what they don't.
Six Accelerants of a High Performing Practice
Sponsored by: Ash Brokerage
We continue to see major demographic shifts affecting the financial services sector in the United States. Pressure on government and entitlement programs continues to mount, placing the vast majority of Americans at reduced retirement incomes. Compound this with the effects of the 2020 global pandemic and it shifts a greater burden to the financial community to find more income with less assets than ever before.
For these reasons, our industry needs to change the way we behave, act and think about retirement income planning for Americans of all ages. Planners making a successful shift will grow their business faster, attract more clients, and remain relevant in the greatest shift from the workforce to retirement that we have ever seen in the United States.
You will learn:
- Why the United States is trending toward an income focus versus an asset focus
- How to shift the risk of Social Security reductions and why clients are making a critical mistake
- How you might be risking your practice by not talking about income with your clients
- A revolutionary way to drive value for your clients and your practice
- Ways to provide a better outcome to your retirement clients while growing your assets
How the 2024 Election Can Impact Your Clients...And What to Do About It
With volatility in Washington and the economy, the risk of rising taxes is growing for U.S. savers. Yet most clients are unaware just how big their retirement tax bill could be. In this session, Stonewood COO Neil Wilding will discuss:
- Why the risk of rising taxes is growing
- What today's decisions in Washington can tell us about tax policy in years to come
- Top tax messages for seminars, lead gen, and client meetings
- How to identify, quantify, and address tax risk through "new holistic" income planning
The Secondary Market for Life Insurance – Current Trends, New Applications
Brought to you by the Limited & Extended Care Planning Center
Sponsored by: Coventry
This course examines the trends that are driving the secondary market’s continued growth and provides an overview of the five most common applications being used by advisors today. The presentation will specifically discuss term settlements, policy replacement strategies, Retained Death Benefit Options (with and without a cash settlement) and settlements for smaller face policies, using several case examples to illustrate the concepts being presented. In addition, the seminar will discuss factors that determine a policy’s value and strategies for educating others about the opportunities presented by the market.
Master AI the Easy Way for Insurance and Financial Professionals
Let’s dive into the world of AI, where myths are busted, and practical applications are revealed. Understand how AI is not a threat but a tool that enhances our capabilities.
After this session, you will feel empowered to become a superhuman advisor or manager. New perspectives will open on your professional horizon, and the important part is that this technology is easy to use!
- Discover how “speak” to Chat GPT and other AI models
- How to make Chat GPT sound like you
- Creating chatbots, AI assistants, & Avatar Clones
- "How to train" your GPTs to give you advice on every aspect of our profession, including personalized video production
- Learn how to setup your own studio for digital success
- Explore content marketing including the creation of videos, podcasts, and blogs
- Examine how to leverage the full potential of social media, including selling
- Discover how you can use NFC cards and virtual reality in your office
Sponsored by: Cambridge Investment Research, Inc.
Advisors are rarely taught what to do and say (and what not to) when clients go through tough, emotional times. Yet your ability is a major component of your success going forward. Understand the many levels and triggers of grief your clients experience during crisis and tragedy. Learn a list of things not to say, including several that will surprise you. Learn how to answer the dreaded “bad news” phone call, what to concentrate on at services after a death, and the most life-giving ways to communicate with grieving clients at appointments and on the phone. Walk away with practical, proven strategies to implement immediately.
Amy Florian
In recent years, life was disrupted in ways we never could have imagined, and the volatility and uncertainty of weather events, markets and inflation, and political turmoil continue today. In times of stress and crisis, your clients look to you for understanding, support, and answers. You need more than financial smarts! You need education to understand your clients’ emotional experience and skills for how to communicate effectively through crisis. You also need to know how to help yourself and others cope with the pervasive stress and uncertainty. This session addresses precisely those needs. Use these strategies for communicating and coping now and into the future, since they apply to all times of tragedy, crisis, loss, and grief. Gain life skills that make a difference for everyone you work with, serve, or care about in this enlightening, educational, and universally practical session.
All Apex/NLC attendees are welcome to join Carina Hatfield and Corey Anderson as the NAIFA book club meets to discuss The 12-Week Year by Brian Moran & Michael Lennington. Grab your coffee & meet up with your fellow attendees to set the path to accomplish more in 2025!
In a world desperate for better leaders, Morris will equip you with the framework to live, lead and serve better in a polarized and divided world. This program will help your team to reimagine gold standards that will drive brand growth and serve as a unifying force to get your global team on the same page to drive distinctive value, with world-class excellence.
You will Learn:
- How to uncover the gold that distinguishes your brand
- Reimagine a new vision to build a stronger, distinctive culture
- Overcome market challenges with character & resilience
- Drive world-class excellence for end customers
Marques is an avid poker player who loves the game and the mental challenge that comes from it. When connecting with clients, it is the opposite. It should never be looked at as a game but rather an opportunity for you to create value and help better someone’s life through your product or service. To connect authentically, you need to drop the poker face.
In this signature keynote, Marques articulates that being authentic is the ultimate virtue for advisors to connect with their clients and prospects, even if it means showing your hand. When you connect with authenticity, you have a genuine interest in the other person’s needs, which is the key to success.
Learning Objectives:
- Learn how to master customer experience over customer service
- Understand the 4 V’s (visualize, vocalize, vote, vicinity) to connect with people
- Master how to excel at active listening to best serve your clients
