NAIFA's 2019 Performance+Purpose Conference

In anticipation for NAIFA’s Performance + Purpose 2019 conference, we are highlighting our incredible volunteers who will play an instrumental role in making our conference a success. Our second spotlight is President of NAIFA-Texas, Hollie Gandy.

In anticipation for NAIFA’s Performance + Purpose 2019 conference, we are highlighting our incredible volunteers who will play an instrumental role in making our conference a success. Our second spotlight is President of NAIFA-Texas, Hollie Gandy.

NAIFA P+P workshop presenter John Huggard is a sought after expert witness in securities cases and a nationally recognized speaker on the topic of variable annuities. In John's breakout session on Thursday, Sept. 12 at 1:00 pm, he will expose the myths surrounding variable annuities. Financial advisors who sell variable annuities are often faced with several myths about this product. These myths, if not corrected, result in lost sales. Additionally, uncorrected myths convey false information to clients which in turn can lead to potential litigation. 

NAIFA P+P workshop presenter John Huggard is a sought after expert witness in securities cases and a nationally recognized speaker on the topic of variable annuities. In John's breakout session on Thursday, Sept. 12 at 1:00 pm, he will expose the myths surrounding variable annuities. Financial advisors who sell variable annuities are often faced with several myths about this product. These myths, if not corrected, result in lost sales. Additionally, uncorrected myths convey false information to clients which in turn can lead to potential litigation. 

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. 

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. 

If you haven't registered for the NAIFA P+P Conference yet, there is still time! We've extended the early bird registration rate through August 1.

If you haven't registered for the NAIFA P+P Conference yet, there is still time! We've extended the early bird registration rate through August 1.

NAIFA is pleased to partner with Hands on Orlando for this year's community service project at Performance + Purpose. Hands on Orlando is a non-profit charity that designs, manages, leads, and emcees community volunteer and corporate team building projects. P+P is your chance to meet the people and learn the things that will help you perform better in your career. But, remember it is Performance PLUS Purpose. The "plus" is the something extra that reminds you helping others is as important as helping yourself.

NAIFA is pleased to partner with Hands on Orlando for this year's community service project at Performance + Purpose. Hands on Orlando is a non-profit charity that designs, manages, leads, and emcees community volunteer and corporate team building projects. P+P is your chance to meet the people and learn the things that will help you perform better in your career. But, remember it is Performance PLUS Purpose. The "plus" is the something extra that reminds you helping others is as important as helping yourself.

Top State Farm agent, Scott Foster, is another celebrated NAIFA Big Ideas workshop presenter at the upcoming NAIFA Performance + Purpose Conference. Scott's workshop will cover how multi-line property and casualty sales lead to life and financial services sales. He will talk about how to use basic Risk Management tools to multi-line for life, health, and long-term care needs and how to insulate your business for retention.

Top State Farm agent, Scott Foster, is another celebrated NAIFA Big Ideas workshop presenter at the upcoming NAIFA Performance + Purpose Conference. Scott's workshop will cover how multi-line property and casualty sales lead to life and financial services sales. He will talk about how to use basic Risk Management tools to multi-line for life, health, and long-term care needs and how to insulate your business for retention.

Top of the Table producer, Pat Kelley, has been helping individuals, families and businesses optimize their wealth for more than 25 years. In his Big Ideas workshop, Pat will focus on the ten "to do's" on how to mentor and support a financial advisor in today's world. He compares his process to that of taking a client up in a helicopter: lifting them above the daily chaos, helping identify their desired horizon, and finding the sight-lines for how to best get there.

Top of the Table producer, Pat Kelley, has been helping individuals, families and businesses optimize their wealth for more than 25 years. In his Big Ideas workshop, Pat will focus on the ten "to do's" on how to mentor and support a financial advisor in today's world. He compares his process to that of taking a client up in a helicopter: lifting them above the daily chaos, helping identify their desired horizon, and finding the sight-lines for how to best get there.

Don't miss the Limited & Extended Care track at the upcoming NAIFA Performance + Purpose Conference. This track is brought to you by NAIFA's Limited & Extended Care Planning Center (LECP). The sessions features practicing experts from our founding sponsors.

Don't miss the Limited & Extended Care track at the upcoming NAIFA Performance + Purpose Conference. This track is brought to you by NAIFA's Limited & Extended Care Planning Center (LECP). The sessions features practicing experts from our founding sponsors.