Performance + Purpose 2018 Annual Conference | National Association of Insurance and Financial Advisors | 13 September 2018 | Grand Hyatt San Antonio, 600 E Market St, San Antonio, TX 78205, USA

NAIFA Performance + Purpose is a new kind of meeting. It is your meeting. More than ever before you can customize your sessions from programming targeted to advanced advisors, young advisors and everyone in between. You will learn from the experts and be the expert with Braindates, a new peer-to-peer learning system. And you will have more fun than you have ever had at a NAIFA meeting.NAIFA is excited to introduce new partnerships with Society of Financial Service Professionals (FSP) and GAMA International!

FSP is collaborating with NAIFA to deliver a new advanced markets educational track at Performance + Purpose 2018. Experienced advisors have asked NAIFA for more quality programming for advisors in advanced practices. FSP is helping NAIFA meet that demand.

GAMA International will host a P+P workshop on how advisors – who aspire to become managers and CEOs – can best position themselves to reach that level of management. This new workshop is just part of the larger NAIFA – GAMA International collaboration.

NAIFA’s 2018 Performance + Purpose will be an inspirational and unforgettable event for all attendees!

2018 Speakers

MAIN STAGE:

Leigh Anne Tuohy
Author

Rich Karlgaard
Publisher, Forbes Magazine

Barbara Pietrangelo
Financial Professional, The Prudential Insurance Company

Marc Silverman
Excalibur Knight, MDRT Foundation

SPEAKERS:

Laurie Adams
Country Financial, Peoria

Ali Agha
Financial Services Professional

Barjes Angulo
Owner, Angulo Strategies

Brian Ashe
Former President, Million Dollar Round Table

Jim Aussem
Shareholder, Cavitch Familo & Durkin

Kathleen Bilderback
Founding Member, Affinity Law Group

D. Scott Brennan
Former President, Million Dollar Round Table

Peter Browne
Life & Qualifying member, MDRT

Cheryl Canzanella
Brokerage Director, MassMutual Southeast Coast

Aamir Chalisa
Managing Director, Oak Brook

Michael DiCenso
President, DiCenso Consulting

Marvin Feldman
President & Chief Executive Officer, Life Happens

Jim Forbis
Founder, Forbis Insurance

Terry Frett
Founder, Frett Barrington

Tyler Hirth
President, Minneapolis Board

Salene Hitchcock-Gear
President, Prudential Individual Life

Delvin Joyce
Financial Planner, Prosperity Wealth Group

Connie Kadansky
President, Exceptional Sales Performance

Jeff Kyle
Owner, The DI Solution

Joseph Lawler
Key Member, The Gaudreau Group

Lawrence Lounds
President, Security First Benefits Corporation

JoAnn Martin
Chief Executive Officer, Ameritas Life Insurance Group

Van Mueller
Registered Representative, MassMutual Financial Group

Debra Newman
Founder, Newman Long Term Care

Daniel O’Connell
Chief Executive Officer, Next Level Insurance Agency

Perry Olson
State Farm Agent

Stephen Parrish
Independent Consultant

Mike Pierce
Two Time Polar Marathoner

Ryan Pinney
Chair, NAIFA Independent Advisor Task Force

Andrew Rinn
Second Vice President, Ameritas

Roger Seim
Chartered Financial Consultant, MassMutual Financial Group

Jim Silbernagel
Phonathon Chair, MDRT

Adam Solano
Financial Services Advisor, Lakeside Financial Group

Robert Wellendorf II
Founder & Owner, Executive Solutions

Shane Westhoelter
Chief Executive Officer, Gateway Financial Advisors

Thomas Wong
Regional Individual Disability Manager, Guardian Life Insurance Company

2018 Sponsors & Exhibitors

PLATINUM:
• Ameritas
• Sallie Mae
• StateFarm

GOLD:
• American National
• Ohio National Financial Services
• Penn Mutual
• NAILBA
• Principal

SILVER:
• ValSurance
• Kansas CIty Life
• Gateway
• Mass Mutual
• WIFS

BRONZE:
• Allianz
• Prudential
• College for Financial Planning
• Retirement Funding Solutions
• EverQuote Life
• LSA
• Nationwide

EXHIBITORS:
• Advisys, Inc.
• America's Health Insurance Plans
• Ameritas Life Insurance Corp.
• APPS
• Arbor Day Foundation
• Braindate Lounge
• Calsurance
• CLTC
• College for Financial Planning
• Columbus Life
• DiCenso Consulting
• Examination Management Services, Inc. (EMSI)
• ExamOne
• Exceptional Sales Performance
• First Heartland Capital
• GAMA International
• Gateway Financial Advisors, Inc
• Illinois Mutual
• InsuranceNewsNet
• Kansas City Life
• Kaplan Financial Education
• Kelsey National Corp.
• Leading Advisor Inc.
• Life Happens
• LifeSecure Insurance Company
• LTM Client Marketing, Inc.
• MGIS
• MoneyGuidePro®, Created by PIEtech
• NAIFA - LILI
• NAIFA ClientCast
• NAIFA Learning Center and FSEdNet
• NAILBA
• National Association of Professional Agents
• National Insurance Producer Registry (NIPR)
• Ohio National Financial Services
• Personal Financial Snapshot
• Principal Financial Group
• Redtail Technology
• Sallie Mae
• Sigma Financial Corporation
• Society of FSP
• Texas Farm Credit
• The American College
• The Taylor Method
• Unibind
• VoiceLeads
• White Glove Workshops
• Women in Insurance & Financial Services