WORKSHOPS
*
EMERGING TECHNOLOGIES • ENDURING RELATIONSHIPS • SALES EXECUTION
IUL: Secrets of Accumulation & Distribution
Joe Ross, ChFC, CLU, CRC
VP – Sales Productivity & Business Development
AIG Financial Distributors
Employment Law According to Seinfeld
Edward Easterly, Esq.
Partner, Norris McLaughlin & Marcus
Increase Producers, Increase Revenue, Serve
Underserved Markets
Mark Hug, Senior Advisor
Global Diversity Marketing
NY Best Standards Compare & Contrast
with Other States & What the Future May Hold
For Brokerage & Agents
A Peek Under the Dome:
Advocacy Opportunities that Boost Profits
NAIFA
Insurance Industry Cybersecurity
Gregory Serio
Fmr. Superintendent of Insurance for the State of New York
and Executive Director of NAIFA–NYS
Times Are A’Changing, Or Are They?
Doug Tousey, Director of Sales and Training
M3 Financial
HIPAA Compliance
– Don’t Get Hacked – Don’t Get Fined
Logan McLean, VP of Business Development
Simpatico Systems, LLC
Gregory Serio
Fmr. Superintendent of Insurance for the State of New York
and Executive Director of NAIFA–NYS You Can’t Grow Your Business Until You Grow Yourself
#UnderwritingisSuperFantastic
- Will Underwriting Ever Be the Same?
Find out what Lincoln thinks the future holds! John Maxwell, President
PBS Charlotte
Heather Milligan, Senior VP-Life Underwriting & New Business
Lincoln Financial Group
Using Data to Target Applicants
for Placement and Price
Brian Lanzrath
Exam One
Big Mistakes: Fast Recovery, Fast Learning
Dan Cockerell
Fmr. Vice President
Walt Disney World (Magic Kingdom, Epcot, Hollywood Studios)
Inside the Ropes of the Masters: Succeed Like the Pros
Melinda Meyer
Aspen Strategies
Rethink Retirement: The 3-5-7 Plan
Doug Tousey, Director of Sales and Training
M3 Financial
Social Media in the Workplace:
Risks, Rewards, Questions, and Answers
Edward Easterly, Esq., Partner
Norris McLaughlin & Marcus
Amy Burkett
NAILBA 37 Emcee
Income Trends in Indexed UL Design
Alan S. (Al) Lurty, MBA, RICP ® , WMCP ® , FLMI
The American College of Financial Services
Professor Jamie Patrick Hopkins
Co-Director, New York Life Center for Retirement Income
ASNG Workshop:
Solving the Staff Compensation Puzzle
Melinda Meyer
Aspen Strategies
Maximizing BGA Leadership Success:
Sales Management and Leadership Strategies
for BGA Executives
Paul Karasik, President & Author
The Financial Advisor Coaching Institute
Mastering the Art of Wholesaling™: Winning Strategies
and Techniques for Today’s Marketplace
Paul Karasik, President & Author
The Financial Advisor Coaching Institute
Sweet Persuasion: The Secret to Doubling Your Sales
Paul Karasik, President & Author
The Financial Advisor Coaching Institute
Risk Appraisal Forum
*as of August 24, 2018 / Subject to change.