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By Tara Laptew - August 07, 2019

You Don't Want to Miss This Year's Keynote Speakers

NAIFA has secured an excellent lineup of keynote speakers for this year's Performance + Purpose Conference! The conference kicks off with Thursday's General Session featuring Scott Mann. Scott is a former Green Beret (U.S. Army Special Forces) and current author, speaker, and trainer. As a Green Beret in the United States Army, Scott Mann forged bonds and solved problems using values that moved people around the world to stand up for themselves. His secret? He was able to restore trust and create human connections in places where that didn’t seem possible. Scott teaches corporate leaders and their teams the relationship-building techniques that drive so many of his successful combat operations.

By Tara Laptew - July 29, 2019

What Sessions are You Attending?

The upcoming NAIFA Performance + Purpose Conference is THE educational conference for financial service professionals that serve #MainStreetUSA. This year's conference brings even more top producers who have insights and tips you need to help American families and businesses achieve financial security.

By Tara Laptew - July 29, 2019

Don't Miss This Year's Young Advisor Team (YAT) Panel

This year's NAIFA Performance + Purpose Conference offers educational workshops for every stage in your career. Thursday's YAT panel will not disappoint! NAIFA members Kathleen Owings, Corey Anderson, Taylor Sledge lead this workshop. They will each talk about the challenges they faced during their road to success and the lessons learned along the way.

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 08, 2019

The Greatest Time Ever to Sell Cash Value Life Insurance

If you want to increase your appointments, sales, and ultimately make more money, come to Van Mueller's workshop at NAIFA Performance + Purpose! Van will share new sales presentations and ideas that will increase your sales and your referrals. This workshop will be especially beneficial to multi-line agents. Van will show you how to increase your life and annuity sales by just asking a few questions and you will do this without hurting your book of business.

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.

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