11 industry events to consider attending through the rest of 2015
A wide range of industry events and conferences ripe with great sales and prospecting ideas, specific market intelligence and networking opportunities are on the docket – from coast to coast – as summer stretches into fall.
At least one of these events is likely not too far away, and would be well worth the trip. If you’ve been meaning to but haven’t made it to a conference in a while, it’s time to get back out there to learn about the latest trends and get inspired and motivated by top experts presenting fresh ideas, sharing stories of success and keeping you current on the very latest in insurance product design and selling techniques.
Over the next several pages, you’ll find previews with highlights and links to registration pages for many notable industry events scheduled for dates ranging from later this week all the way into the holiday season.
Here’s a rundown of the events previewed, by month:
• Advisor Network Summit (Las Vegas)
• LIMRA 2015 Social Media Conference for Financial Services (San Francisco)
• 2015 NAPSLO Annual Convention (San Diego)
• VISION: IRI Annual Meeting 2015 (Charleston, SC)
• 2015 LIDMA Fall Meeting & Showcase (Nashville, TN)
• NAIFA 2015 Annual Conference (New Orleans)
• ACLI Annual Conference 2015: Winds of Change (Chicago)
• NAFA Annuity Distribution Summit (Coral Gables, FL)
• LISA 21st Annual Fall Life Settlement & Compliance Conference (Clearwater Beach, FL)
• 2015 LIMRA Annual Conference (Boston)
• NAILBA 34 Annual Meeting (Orlando)
• Advisor Network Summit
Aug. 5-7, The Venetian Hotel, Las Vegas
About the event: A heavyweight lineup of speakers will be at The Venetian in Las Vegas this week for the 2015 Advisor Network Summit, set for Aug. 5-7.
Super-producers Van Mueller and Josh Mellberg will be among the keynotes, as will high-profile industry experts Joe Jordan and Tom Hegna, CLU, ChFC, CASL.
The Advisor Network Summit is a peer-to-peer event for top Life-Health advisors and producers. The agenda is focused on top-of-mind challenges facing today's advisors, including the impact of technology, boomer retirement issues, succession planning and reaching women as clients. The program is geared toward providing attendees with actionable deliverables for building business and sharing best-practices sales and marketing strategies.
“Advisor Network Summit is one of the true peer-to-peer events for retirement advisors. Attendees can learn blueprints for success from some of the industry’s leading producers,” says Daniel Williams, editor of Retirement Advisor magazine and one of the event’s program organizers.
Hegna will kick off the event Wednesday with an opening keynote session titled, “Don’t Worry, Retire Happy: 7 Steps to a Secure Retirement.” Jordan, the legendary former MetLife executive and author of “Living a Life of Significance,” will open the middle day. The last day of the event features a morning keynote from Mellberg (The Value of Marketing: Don’t be penny-wise and dollar-foolish) and the ever-popular Van Mueller as the closing keynote (Retirement Success, No Matter What Happens).
Beyond the keynotes, highlights include a business succession planning roundtable focused on ideas for replenishing the dwindling ranks of producers. “With an aging advisor base, succession planning is one of the biggest challenges facing the insurance industry. Advisor Network Summit addresses that hot-button topic with a high-level panel discussion featuring three of the industry’s most influential advisors,” Williams said.
R.J. Kelly, ChFC, CLU, founder and chief visionary office, Wealth Legacy Family of Companies; Jason Jenkins, MBA, co-founder and partner, Jenkins Wealth Management Group; and Herb White, CFP, MBA, president, Life Certain Wealth Strategies, are on the panel.
“Another issue facing the industry is the ability to effectively talk retirement with women,” Williams said. “Recent studies revealed that women already hold the majority of assets in the United States and that number is growing. It’s imperative that advisors connect with women and gain their trust. On hand is a power panel of women to discuss this topic and provide insight on how to gain women as clients.”
NAIFA President Juli McNeely, CFP, CLU, LUTCF; Women in Insurance and Financial Services President Susan Combs; and Jillian C. Nel, CFP, CDFA, of Legacy Asset Management Inc. are on the panel.
A Retirement Advisor “Advisor of the Year” finalist roundtable and a panel discussion debating whole life vs. IUL are also on tap, as are an annuity-focused session with Sheryl J. Moore, president and CEO of Moore Market Intelligence and a regulatory update with former North Dakota Insurance Commissioner Jim Poolman. Three separate “Advisor Success Stories” are also part of the three-day event lineup.
Next page: LIMRA Social Media Conference; NAPSLO
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