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By Tara Laptew - July 22, 2019

NAIFA Members John Wheeler & Mark Acre Lead the Generational Panel at NAIFA Performance + Purpose

46 year NAIFA member John Wheeler and 20 year member Mark Acre lead the Generational Panel during this year's NAIFA conference. As Executive Vice President of Water Tower Financial Partners, LLC, John Wheeler is a registered principal and financial advisor with MML Investors Services, LLC. (MMLIS). With an extensive background in the financial services industry dating back to 1969, John does extensive seminars, advanced joint sales work, recruiting and the development of the agency’s financial planning endeavor. Mark Acre is President of the Ozark, Mo.-based OneSource Insurance Group, a company he launched in 2007. Mark started his own agency in 2007 where he serves clients in all lines of insurance. 

By Tara Laptew - July 15, 2019

Learn How to Lead from the Rooftop

Speaker, trainer, author, and former Green Beret in the United States Army, Scott Mann is doing double duty at this year's NAIFA Performance + Purpose Conference. He will deliver the keynote address during the General Session on Thursday, September 12 and will also serve as the presenter during the LILI 7 Workshop that starts at 4:30 pm later that day. Scott teaches corporate leaders and their teams the relationship-building techniques that drive so many of his successful combat operations.

By Tara Laptew - June 28, 2019

Leading Like Warren and Charlie

In careers spanning nearly 30 years, Delynn Dolan Alexander and Reena Bland have built a reputation as one of the nation’s leading wealth management firms. Together they will present "Leading Like Warren and Charlie", one of the featured Big Ideas workshops at NAIFA Performance + Purpose. Their North Carolina-based practice, in partnership with other financial advisors throughout the country, serve over 2,000 clients across the globe, manage more than $200 million in assets and produce more than $3 million in annual revenues.

By Tara Laptew - June 28, 2019

Ladies and Gentlemen, What are Your Intentions?

Top New York Life agent Christie Mueller is another featured Big Ideas presenter at the upcoming NAIFA Performance + Purpose Conference! Christie's passion for making a difference in the lives of her clients has helped countless individuals achieve their financial goals and face the future with confidence.

By Tara Laptew - June 21, 2019

What’s New for 2019 Performance + Purpose?

We are pleased to announce that the 2019 NAIFA Performance + Purpose Conference will have exciting new offerings! The conference kicks off on Wednesday, September 11 with our annual community service project. This year NAIFA has partnered with Hands on Orlando to give attendees the opportunity to participate in several activities such as decorating a piggy bank accompanied by a basic financial literacy guide for children, creating smart bracelets to help children spark and interest in STEM careers, or making a “puzzle with a purpose” designated to help children develop critical thinking and math skills. Conference attendees arriving on Wednesday won’t want to miss this special event!

By Tara Laptew - June 12, 2019

How to Build a Thriving Disability Practice

Don't miss Jamie Fleischner's Big Ideas workshop at this year's NAIFA Performance + Purpose Conference. Jamie will talk about creating a focus market and identifying good prospects. She will cover how to establish good sales habits, how to build systems to track new business, how to navigate disability insurance underwriting, how to maintain your book of business and, how to create sales from existing clients.

By Tara Laptew - June 12, 2019

Disney Magic

This year's NAIFA Performance + Purpose Conference will take place at Walt Disney World's Dolphin Resort. Located in the heart of the most magical place on earth, the Dolphin Resort provides an extraordinary backdrop for this important conference as well as a launching point for an exciting Disney visit. Beautiful tropical landscaping, tranquil waterways and classic art and architecture work together to create a stunning landmark in the midst of one of the most spectacular places on earth.

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