Schedule
August 16, 2022 Day 1
Enjoy 18 holes on the Arizona Links Course. Links’ smart and fresh layout has quickly earned a reputation as a premier Arizona golf course. The par 71, 6,300-yard Links course offers undulating fairways lined with luscious pines and serene lakes through some of the most stunning homes in Phoenix.
Form your foursome today!
To register, please call NAIFA's Member Experience Team at 877-866-2432 or sign up during your Apex online registration.
Join NAIFA on Tuesday afternoon for our special Advocacy Accelerator session. Designed specifically for female advisors, this session features NAIFA Senior Vice President of Government Relations Diane Boyle; NAIFA Member and New York Life Partner Evelyn Gellar, LUTCF, RICP, CLTC, FSCP; NAIFA Member and Vice President of Women in Insurance and Financial Services (WIFS) Toni Gonzales, LACP; and WIFS President Darlene Flagg.
NAIFA is proud to serve as the advocacy arm of WIFS.
Join NAIFA on Tuesday afternoon for our special Advocacy Accelerator session. Designed specifically for Hispanic advisors, this session features NAIFA Senior Vice President of Government Relations Diane Boyle; NAIFA Trustee and past Diversity Champion Aprilyn Chavez-Geissler, LACP; NAIFA member and Optimized Financial and Insurance Services President Jose Rodriguez, Jr.; and NAIFA Member and New York Life Partner Evelyn Gellar, LUTCF, RICP, CLTC, FSCP.
NAIFA is proud to serve as the advocacy arm of the Latin American Association of Insurance Agencies (LAAIA).
Join NAIFA on Tuesday afternoon for our special Long-Term Care Workshop. This workshop is designed specifically for agents and advisors looking to expand their markets and learn more about the expanded options available for limited and extended care planning.
1 CE credit is available for this workshop.
August 17, 2022 Day 2
Get your morning started with NAIFA members who have volunteered to lead three sessions from which you can choose:
6:45 - 7:45 am Bootcamp
Bursts of intense training, alternating with intervals of lighter work take participants on a focused strength and cardio journey. Customized to group’s size and needs. A high-intensity workout experience.
7:30 - 8:30 am Group Run
Three running groups are available based on your skill level: beginner, intermediate, and advanced. Each group will be facilitated by a NAIFA leader and will include discussion during warm-ups and cool-downs.
8:00 - 8:45 am Yoga
Hatha Yoga Classes - A foundational yoga practice combining postures and breathing techniques to create a healthy body and peaceful mind. Excellent for beginners as well as experienced practitioners. Set up includes a yoga mat, towel, and bottle of water.
Break & NAIFAconnect Center Stage Session
Fuel up while visiting exhibitors. You'll enjoy:
- Hand-Cut Melon, Kind Bars, and Greek Yogurt
- Vitamin Water
- Freshly Brewed Regular & Decaffeinated Coffee and Assorted Hot Tea
"Driving Your Documentation Roadmap with Copytalk"
CopyTalk's Sales Manager/National Account Manager, Deanna Faris, will give you five ideas for saving time, increasing your professional polish, increasing touchpoints with clients, and reallocating your energy into building trusted relationships.
NAIFA President, Larry Holzberg, LUTCF, LACP, welcomes attendees to the NAIFA Apex Sales Summit with opening remarks.
Apex is for hyper-growth-focused advisors who are already succeeding and already driven to be among the best. That’s why we've got Cody Askins, founder of The 8% Nation, kicking off NAIFA’s Apex as the opening keynote. For Cody, it all started at the age of 20 when he made $117,000 in the insurance industry while attending school full time and playing college basketball.
Drive and determination have always been part of Cody’s DNA, but his success is also founded on a system that he has honed into a machine, eight companies totaling more than $30M in annual revenue that he owns and operates. Cody will inspire you. He will also show you how to replicate his success.
NAIFA Trustee, Mark Acre, LUTCF, welcomes Cody Askins.
Sample the flavors of the Southwest during lunch. Our offerings include:
- Pineapple, cucumber, and papaya salad with lime chili vinaigrette dressing
- Hearts of romaine with black beans, roasted corn, red peppers, avocado with charred tomatillo vinaigrette
- Mole chicken fajitas
- Machaca beef with chimichurri sauce
- Chili Relleno
- Sides of Mexican rice, cumin borracho beans, flour, and corn tortillas
- Served with guacamole, sour cream, cheddar cheese, salsa roja, and salsa verde
- Dessert selections: carmel flan, mango Bavarian verrine, and chocolate diablo tart
Join Harbor Life Brokerage's Vice President, National Sales, Bill Schatz, for "The Future of Life Settlements."
Nicole Kennan, Executive Marketing Consultant from White Glove, discusses how you can get more qualified leads, convert more appointments, nurture prospects, and tips for engaging existing clients.
Imagine a term policy with no fixed term. Join Kansas City Life Vice President Tom Morgan and his visionary panel as they show you the future of life insurance. The future is a term policy with a reward for living, that changes along with the insured’s life path and circumstances.
Whether you are independent, a captive agent, or a financial advisor, you can’t afford to miss out on this interactive Learning Lab discussion from Kansas City Life.
During this discussion you will learn:
- How life insurance had been re-engineered to provide options and exit strategies on a term life insurance chassis.
- Why this innovative product, Longevity, is attractive to the client and a powerful tool for the advisor.
- How a term policy can now provide affordable, valuable protection from working years to retirement and beyond.
- The implications for the life insurance industry both today and in the years to come.
Is the FinTech world passing you by? Technology is revolutionizing prospecting, client service, underwriting, and financial markets in ways you can’t imagine. These trends will only accelerate into the future and there is so much for you to learn.
Exclusively offered at NAIFA’s Apex conference, Jamie Hopkins, Andrew Rogers, and Alison Susko bring their intriguing perspectives on FinTech directly to you in a small group Learning Lab setting.
Since joining Carson eight years ago, Andrew and Jamie have launched multiple custom products, including their flagship “Client Experience” tool. They have successfully built data-driven integrations with some of the nation’s largest FinTech firms.
During the Learning Lab you will learn:
- How emerging FinTech is transforming the world of insurance and financial advising and how we can adapt
- The legal ramifications of new FinTech products and potential changes on the horizon
- Key industry areas to watch for transformative FinTech developments
- Moore's Laws and how they can help us understand the future of our industry
Jim Effner is the President and Founder of P2P Group, Inc., a company that specializes in sales training for financial services professionals. In his 30+ years in this business, Jim has developed a unique perspective on what he calls “the gap” – the profound divide between advisors’ performance and their potential. He will share his unique, three-dimensional approach to transform your practice by strengthening your mindset, implementing systems, and building your confidence through language mastery. You will leave with practical, tangible takeaways you can immediately apply in your sales process – from prospecting to fact-finding to your annual review.
Jim brings his track record of success along with his passion and energy – particularly around the power of life insurance. Knowing that your beliefs drive your behaviors, he will fill you with a level of confidence and fuel your desire to make sure that every client has life insurance as part of their overall financial security plan – not just because it’s critical to making them truly bulletproof, but also because it’s the only way you will tap into your true potential.
Networking Break & NAIFAconnect Center Stage
- Cake pops
- Mini cupcakes
- Whoopie pies
- Warm soft pretzels
- Ice cream sundae bar with: vanilla ice cream, hot fudge, caramel sauce, raspberry sauce, chocolate chips, Oreo cookie crumbles, sprinkles, nuts, M&M's, Reese's Pieces, whipped cream, cherries
Don't miss Vice President of Advanced Markets & Competition and Case Design, Andrew Rinn for "Calling ALL Advisors! It's Time to Focus on You!" Andrew will discuss four innovative strategies to secure your own financial independence.
Join Caleb Guilliams, Founder & CEO of BetterWealth, as he shows you the secrets that allowed him to take the insurance industry by storm by the age of 22. Caleb’s amazing story will not only inspire you, but it will also provide you the framework to virtually scale your life insurance business just like Caleb did! Through Caleb’s unique scaling business framework and leverage points, you will be on your way to dynamic growth and transformation that you never thought possible.
Ed Youmell, CLU, FLMI, Field Vice President, Head of Life & DI Sales at Guardian will introduce Caleb Guilliams.
Sponsored by:
We all face rejection. We all deal with fear. Whether it’s in our personal lives or careers, there are always dozens of obstacles holding us back from achieving our biggest goals. But it doesn’t have to be that way. There are certain mindsets and tools that can not only clear the obstacles along your path but can also add rocket fuel to your success. After spending seven years researching and interviewing the most successful people on earth, Alex's widely-acclaimed Third Door framework can help you achieve your goals and radically accelerate your overall success.
NAIFA Trustee and Founder of Midwest Legacy Group, Chris Gandy, LACP, welcomes Alex Banayan to the Main Stage.
Sponsored by:
All LILI alumni are invited to this special reception to reconnect and sharpen the saw over cocktails.
Admire the second largest gold leaf ceiling, second only to the Taj Mahal, while you network with your fellow attendees and exhibitors.
You will enjoy the following:
- Butler-passed original Tequila Sunrise recipe, created at the Arizona Biltmore in the 1930s
- Grilled Vegetable Display: Roasted Peppers, Zucchini, Squash, Asparagus, Carrots & Mushrooms with Cilantro-Avocado Hummus & Black Bean Hummus
- Cheese Sampling: California Bee-Hive Cheddar, Cambozola Blue, Brie, Smoked Cheddar, Pecorino Pepato & Goat Cheese with Grapes, Nuts, Dried Fruits, Cherry Jam, Fig Jam, French Bread & English Crackers
- Mango Shrimp, Thai Chili Cucumber Cream
- Chipotle Chicken, Jalapeño Cream Cheese, Wonton Cone
- Barbacoa Taquito
- Spicy Vegetable Samosa, Mint Chutney
August 18, 2022 Day 3
Get your morning started with NAIFA members who have volunteered to lead three sessions from which you can choose:
6:45 - 7:45 am Bootcamp
Bursts of intense training, alternating with intervals of lighter work take participants on a focused strength and cardio journey. Customized to group’s size and needs. A high-intensity workout experience.
7:30 - 8:30 Group Run
Three running groups are available based on your skill level: beginner, intermediate, and advanced. Each group will be facilitated by a NAIFA leader and will include discussion during warm-ups and cool-downs.
8:00 - 8:45 am Yoga
Hatha Yoga Classes - A foundational yoga practice combining postures and breathing techniques to create a healthy body and peaceful mind. Excellent for beginners as well as experienced practitioners. Set up includes a yoga mat, towel, and bottle of water.
Networking Break & NAIFAconnect Center Stage
Fuel up while visiting exhibitors. You'll enjoy:
- Hand-Cut Melon, Kind Bars, and Greek Yogurt
- Vitamin Water
- Freshly Brewed Regular & Decaffeinated Coffee and Assorted Hot Tea
Join Ken Liebow from InsurTech Express as he shares "Digital Platforms for Advisors to Grow Insurance Sales."
Leave change resistance in the dust behind you with Dr. Michelle’s actionable and engaging experience for thriving through change with confidence. You, too, can lead change with confidence and get the results that you want and deserve — as a team, as professionals, and as individuals.
These science-based, easy-to-apply strategies will give you the actionable solutions and powerful confidence to thrive through change with confidence, all the way to off-the-charts results.
Clint Hinderacker, CFS, Senior Managing Director at Principal welcomes Michelle Rozen to the stage.
Sponsored by:
Join us for some Italian favorites for lunch. Our offerings include:
- Tuscan Caesar Salad: lemon olive oil, teardrop tomatoes, pickled peppers, parmesan cheese, and croutons
- Caprese Salad: Vine ripe tomatoes, buffalo mozzarella cheese, pickled red onions, fresh basil, and balsamic pearls
- Herb garbanzo bean salad with toybox tomatoes and English cucumbers
- Citrus garlic infused queen creek olives with aged peppered pecorino cheese
- Baked ziti with spicy Pomodoro cream sauce
- Shrimp scampi rigatoni
- Chicken Scallopini with lemon-garlic and white wine sauce
- Seared bronzini with charred fennel
- Charred broccolini with lemon zest and pressed olive oil
- Focaccia bread and rustic rolls
- Dessert selection: almond macarons, mini cannolis and tiramisu
Please welcome Martin Saavedra Jr., Executive Vice President of SILLOET, for "Why Digital Marketing Won't Work for You" at the NAIFAconnect Center Stage. Martin will help your business get a marketing edge in today's competitive financial landscape.
Join Cody Askins as he brings his life-changing insights to you in this interactive coaching session. During this deep dive into Cody’s keynote presentation, you will learn more about Cody’s system that created eight companies totaling more than $30 million in annual revenue. In this small group Learning Lab, you can ask questions of Cody as he leads you through a discussion of culture, talent, day-to-day priorities, and mindset.
You will learn:
- Why you must challenge your thoughts every day and how to do this in a manner that will serve you
- Simple ideas that you can implement in your agency now that will deliver huge benefits
- A process for determining where you REALLY want to go and how to chart your course to get there
- Why leveraging debt is often one of your most powerful problem-solving tools
- What you can accomplish by properly leveraging your most powerful and most misused asset – time
- How to make top talent flock to you and why there is no staffing crisis for those who apply Cody’s talent attracting insights
And much more! Don't miss out. This is your opportunity to experience Cody Askins's unique coaching and insights in a small group setting. It's like being backstage at 8% Nation!
Join The New Face of Finance for this exclusive Apex Learning Lab. Caleb Guilliams will bring the engaging conversation and insights of his BetterWealth Podcast live to you. This interactive coaching session will introduce concepts that are largely unknown and barely utilized among advisors. However, once learned and leveraged, Caleb’s insights change everything.
Caleb Guilliams will show you:
- How he defines a stage and why this definition is so important
- The importance of combining leverage with value and how you do it
- The OPA Strategy
- Why you are probably not leveraging stages and how to fix this
- Applying strategic thinking to the stages model
Nonqualified executive benefits, such as deferred compensation plans, can expand your market opportunities and add tremendous value to your business clients.
Executives are looking for additional pre-tax opportunities to defer compensation and accumulate greater wealth for retirement. Employers are looking beyond the 401(k) for ways to retain key talent with attractive company-funded benefits.
This presentation will help you understand the basics of nonqualified benefits and how these benefits will assist your client with recruiting and retaining key talent. And, most importantly, this presentation will include the tools needed to identify opportunities for nonqualified benefits in your market.
Peak data speeds, more reliability, and massive network capacity. This is the 5G world that we are now immersed in, and the Limited and Extended Care marketplace is also being transformed at the speed of light.
Don’t miss this opportunity to join Jamie Sarno; Steve Cain, CLTC; and discussion host Rich Kupetsky, CLTC, as they show you how changes in the LTC world are impacting you and your clients in a fascinating interactive format.
This learning lab, sponsored by Nationwide, is intended for financial advisors who are currently in the limited and extended care space, who are considering it, or who wish to understand how the changing market will impact their clients.
You will learn:
- The state of the LTC horizon through a fascinating marketplace update
- An overview of the latest extended healthcare planning solutions
- Current legislative activity both at the state and federal level and its impact on your business
- New best practices for client conversations from the experts
This Learning Lab features an interactive discussion facilitated by customized case studies and the opportunity for Q&A with our panel.
Join The New Face of Finance for this exclusive Apex Learning Lab. Caleb Guilliams will bring the engaging conversation and insights of his BetterWealth Podcast live to you. This interactive coaching session will introduce concepts that are largely unknown and barely utilized among advisors. However, once learned and leveraged, Caleb’s insights change everything.
Caleb Guilliams will show you:
- How he defines a stage and why this definition is so important
- The importance of combining leverage with value and how you do it
- The OPA Strategy
- Why you are probably not leveraging stages and how to fix this
- Applying strategic thinking to the stages model
Join Cody Askins as he brings his life-changing insights to you in this interactive coaching session. During this deep dive into Cody’s keynote presentation, you will learn more about Cody’s system that created eight companies totaling more than $30 million in annual revenue. In this small group learning lab, you can ask questions of Cody as he leads you through a discussion of culture, talent, day-to-day priorities, and mindset.
You will learn:
- Why you must challenge your thoughts every day and how to do this in a manner that will serve you
- Simple ideas that you can implement in your agency now that will deliver huge benefits
- A process for determining where you REALLY want to go and how to chart your course to get there
- Why leveraging debt is often one of your most powerful problem-solving tools
- What you can accomplish by properly leveraging your most powerful and most misused asset – time
- How to make top talent flock to you and why there is no staffing crisis for those who apply Cody’s talent attracting insights
And much more! Don't miss out. This is your opportunity to experience Cody Askins's unique coaching and insights in a small group setting. It's like being backstage at 8% Nation!
Is the FinTech world passing you by? Technology is revolutionizing prospecting, client service, underwriting, and financial markets in ways you can’t imagine. These trends will only accelerate into the future and there is so much for you to learn.
Exclusively offered at NAIFA’s Apex conference, Jamie and Andrew bring their intriguing perspectives on FinTech directly to you in a small group Learning Lab setting.
Since joining Carson eight years ago, Andrew and Jamie have launched multiple custom products, including their flagship “Client Experience” tool. They have successfully built data-driven integrations with some of the nation’s largest FinTech firms.
During the learning lab you will learn:
- How emerging FinTech is transforming the world of insurance and financial advising and how we can adapt
- The legal ramifications of new FinTech products and potential changes on the horizon
- Key industry areas to watch for transformative FinTech developments
- Moore's Laws and how they can help us understand the future of our industry
Financial advisors have long looked at Reverse Mortgages as the "Loan of Last Resort" — the ugly stepsister of the retirement planning story. This workshop will create a major paradigm shift in your thinking.
Harlan Accola will explain how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the necessity of using reverse mortgages at the age of 62, not 82.
With 10,000 Baby Boomers turning 62 daily and over $6 trillion in Home Equity amongst your senior clients, reverse mortgages just may be the late coming Cinderella to the retirement ball that fixes the retirement crisis we are facing.
-1.png?width=150&height=42&name=Fairway%20(1)-1.png){kind=small}
Networking Break & NAIFAconnect Center Stage
Join the Fiesta in the Exhibit Hall with break items featuring:
- Southwest queso with fresh corn chips
- Poblano-lime black bean dips, jicama-cucumber salsa
- Sour cream guacamole, salsa verde y roja
- Cinnamon and sugar dusted churros with chocolate sauce
- Prickley pear iced tea
Don't miss insights Toni Gonzales, Vice President of Women in Insurance and Financial Services (WIFS), at the NAIFAconnect Center Stage.
Morris Morrison will energize, entertain, and inspire you to abandon your need for certainty and embrace the opportunities that come with change. You will be equipped with the required MINDSET needed to abandon comfort and create new disciplines that will position you as DISRUPTORS. This program will give you the spark you need to drive proactive change — on purpose — and push through organizational challenges to achieve exceptional results.
Joseph Sparacio, Head of Field Management at MassMutual, will introduce Morris Morrison.
Sponsored by:
Celebrate IFAPAC's birthday and take in the rich history of the Arizona Biltmore's during NAIFA's Roaring 20s Party. Grab your pearls, fedoras, and flip-flops, and get ready to dance the night away! Be sure to try some of these enticing hors d'oeuvres and desserts:
Antipasto Display: Sopressata, Black Forest Salami, Tuscano Salami, Prosciutto, Black Pepper Pepato, Parmigiano Reggiano & Herbed Boconcini with Fire-Roasted Vegetables, Artichoke Hearts, Pickled Beans, House-Marinated Olives, Honey-Truffle-Rosemary Breadsticks & Lavosh
Dessert Display: Caramel Flan, Brown Butter Financier, Dulce de Leche Shooter & Mexican Cinnamon Chocolate Brownies
Beef Tenderloin, Spiced Cream Cheese, Red Onion Jam on Marble Rye
Chicken Avocado Toast Points
Gruyere Cheese & Leek Tarts
