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ID Trends Agenda
Thursday, November 7, 2019
8:00 AM – 9:30 AM
NAILBA Foundation Board of Directors Meeting
Del Rio 1
9:30 AM – 11:00 AM
NAILBA Board of Directors Meeting
Bluebonnet Boardroom
11:30 AM – 1:30 PM
LifeMark Partners Luncheon (Invitation-Only)
Texoma 1-3
2019 NAILBA Chair, Myra Palmer, State of the Association
and Chairman’s Award Presentation
Legendary NFL Player Jim Kelly, Sponsored by
Prudential Financial
Chief Economist Dr. Bob Baur, Sponsored by Principal
Financial Group
NAILBA Independent Distribution (ID) 20 Awards Recognition
5:00 PM – 6:15 PM
TMA Reception (Invitation Only) Ft. Worth 1
12:00 PM 6:00 PM – 7:30 PM
Exhibitor Set-Up Longhorn Exhibit Hall D Exhibit Hall Opening Reception
Sponsored by Nationwide Financial
Longhorn Exhibit Hall D
12:00 PM – 3:00 PM
Registration Grapevine Foyer 6:30 PM – 7:00 PM
3:00 PM – 5:00 PM Live Brokerage in Motion Podcasts with CEO, Dan LaBert
Podcast Kickoff with Sandler Training, Longhorn Exhibit Hall D
Opening General Session Grapevine CD
Opening Ceremony
Welcome: Dan LaBert, CEO, NAILBA
Welcome to NAILBA 38 with Emcee, Katie Fehlinger
8:00 PM – 10:00 PM
NAILBA RockStar Event Grapevine CD
Sponsored by Prudential Financial and Securian Financial
Friday, November 8, 2019
7:00 AM – 7:00 PM 10:15 AM – 10:45 AM
Exhibit Hall Open Longhorn Exhibit Hall D CEO Panel
Ronald Herrmann, Head of US Life & Employee Benefits
at AXA US
Brooks Tingle , President and CEO of John Hancock
Insurance
Mark Holweger, President and CEO of Legal &
General America
Kris Beck, Chief Executive Officer, Proformex
Chad Milner, NAILBA Chair Elect
7:00 AM – 8:15 AM
Breakfast in the Exhibit Hall
Longhorn Exhibit Hall D
8:15 AM – 2:30 PM
Opening General Session Grapevine CD
8:15 AM – 8:30 AM
Dan LaBert, CEO, NAILBA
8:30 AM – 9:15 AM
General John Kelly, Sponsored by AXA Equitable Life
Insurance Company
9:15 AM – 9:45 AM
Larry Berran, iPipeline CEO
9:45 AM – 10:15 AM
Coffee Break Sponsored by Gerber
Longhorn Exhibit Hall D
10:45 AM – 11:20 AM
Jennifer Golbeck, PhD, Sponsored by John Hancock
11:20 AM – 12:15 PM
Thought Leadership and Business Practices Initiative,
Sponsored by North American Company
12:15 PM – 12:45 PM
Long Term Care Panel Discussion, Sponsored by OneAmerica
12:30 PM – 2:00 PM
Lunch in the Exhibit Hall Longhorn Exhibit Hall D
1:30 PM – 1:45 PM
NAILBA Board of Directors (Open Session)
#nailba38
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1:45 PM – 2:30 PM 3:30 PM – 3:45 PM
NAILBA Charitable Foundation Grantees Ceremony Refreshment Break in Exhibit Hall
Longhorn Exhibit Hall D
2:45 PM – 3:30 PM
Workshops
(6 Concurrent) Recorded by:
Understanding and Working with RIAs with Tiffany
Markarian of Advantus Marketing in Ft. Worth 1
The New Standard for BGA Success & Survival –
“Single Entry Case Design” & “Story Selling” — A
Prescriptive Approach for Evolving Permanent Life
Insurance Sales with Matt Essick and Sharon Kern of
Ensight by Assurance in Ft. Worth 3
21 st Century Marketing to Wildly Grow Your Business
with Mark Hug of Global Diversity Marketing
in Ft. Worth 4
Protect your Clients’ Assets While Growing Your
Customer Base with Jack D. Broughton of Kemper
Senior Solutions in Ft. Worth 2
A Guide to Life Settlements: Hidden Value in Life
Insurance with Jim Purdy of Magna Life Settlements
in Grapevine 1
Risk Appraisal Forum with Dr. Bruce Margolis, AVP,
Medical Director at Pacific Life and Kelly Stone, VP
Underwriting Operations at Protective Life Insurance
Company in Grapevine 3
Grabbing brokerage by the horns:
Attracting and onboarding producers
Live! Brokerage in Motion Podcast with Stephen
Tarr, Sandler Training & Dan LaBert, NAILBA
Live podcasts from the exhibit hall kick off with a discussion on
how to source and onboard key people in your organization.
Insights into connecting the dots between the changing
dynamics of sales learning and gaining market share, as well
as how to help the longhorns on your team succeed.
Stephen Tarr, CLU ChFC, CAP, RICP is Senior Vice President
of Financial Services Practice for Sandler Training. Stephen
worked in the field as a producer and agency leader, as
well as a corporate executive and Senior Vice President
at The American College.
3:45 PM – 4:30 PM
Workshops
(6 Concurrent) Recorded by:
5 Secret Traps of the Commission Process That
Can Undermine Your Growth with Slava Isayev of
GreenWave Commissions in Grapevine 1
Labor and Employment Laws with Edward Easterly, Esq.
of Hoffman Hlavac & Easterly, Attorneys at Law
in Ft. Worth 3
The Ugly, Bad & Good of the Life Combo Market –
Structural Differences Facing the Key Driver of the Life
Insurance Industry with Ronald R. Hagelman, Jr., and
Barry J. Fisher of ICE FLOE Consulting, LLC and Vincent
Bodnar of Oliver Wyman in Ft. Worth 4
Life Settlements – Breaking new ground to expand
the market with Michael Coben and Anne Long of
Lighthouse Life in Ft. Worth 2
Leadership Advantage: Winning in a World of
Relentless Change with Kelli McCauley of McCauley
& Company in Ft. Worth 1
Do You Really Know How Agents Are Framing
Your Products with Bryan Eshelbrenner of Ebix
in Grapevine 3
5:30 PM - 7:00 PM
Douglas Mooers Award for Excellence Reception
With the NAILBA Charitable Foundation Live Auction in the
Exhibit Hall Sponsored by Pacific Life, Longhorn Exhibit Hall D
7:00 PM
Exhibit Hall Closes
7:15 PM – 9:30 PM
Douglas Mooers Award for Excellence Dinner
Sponsored by Pacific Life
Master of Ceremonies, Jeff Mooers,
NAILBA Immediate Past Chairman
Outgoing Board Recognition
Incoming Chair Address, Chad Milner,
2020 NAILBA Chairman
Douglas Mooers Award Presentation, Jeff Mooers
Champagne Toast, Mark Pellicano, Pacific Life
Award-Winning Actor, Kevin Pollak,
Sponsored by Pacific Life
NAILBA 38 Closing, Jeff Mooers