2017 Annuity Distribution Summit Agenda

To utilize this interactive agenda, click on a date below and it will expand with scheduling details. The following is current as of September 29, 2017. (Please note the tentative agenda is subject to change.)

Tuesday, October 10, 2017

Time Session Location
4:00 – 6:00PM Executive Officers Committee Meeting Marina 6

Wednesday, October 11, 2017

NAFA Board of Directors, Committee Members, and East coast members are invited to contact Janet at Janet@nafa.com to secure Tuesday night arrivals as NAFA holds limited rooms on that night.

Committee members should arrive before the Committee meetings, Carrier and IMO members are invited to attend their respective roundtable.

Time Session Speaker Location
8:00AM – 12:00PM NAFA Board of Directors Meeting Marina 6
11:45PM – 12:45PM Lunch Sponsored by Nationwide Harbor Island Foyer
12:15 – 1:40PM Education Committee Meeting Executive Center
12:15 – 1:40PM Membership Committee Meeting Executive Center
12:15 – 1:40PM Government & Legal Affairs Committee Meeting Executive Center
1:45 – 2:40PM Carrier Roundtable Seabreeze
1:45 – 2:40PM IMO Roundtable Executive Center
2:45 – 3:45PM Board of Directors Wrap-Up Meeting Marina 6
3:45 – 4:15PM Breakout Session 1 – Marketing to the Digital Generation Tom McLaren – President & CEO at ALLPRO Direct Marketing Executive Center
3:45 – 4:15PM Breakout Session 2 – Becoming a Key Contact for Your Member of Congress & Senators (sponsored by the NAFA PAC) Cliff Andrews – Principal at CapCity Advocates Executive Center
3:45 – 4:15PM Breakout Session 3 – New Risks & Exposures Facing IMOs and Carriers Scott Reid – National Membership Director & Jason Rogers – Vice President at NAPA Executive Center
3:45 – 4:15PM Breakout Session 4 – The Shift Taneil Currie – Digital Marketing Strategist at Advisorist Executive Center
4:20 – 4:50PM Breakout Session 1 – Marketing to the Digital Generation Tom McLaren – President & CEO at ALLPro Direct Marketing Executive Center
4:20 – 4:50PM Breakout Session 2- Becoming a Key Contact for Your Member of Congress & Senators (sponsored by the NAFA PAC) Cliff Andrews – Principal at CapCity Advocates Executive Center
4:20 – 4:50PM Breakout Session 3 – New Risks & Exposures Facing IMOs and Carriers Scott Reid – National Membership Director & Jason Rogers – Vice President at NAPA Executive Center
4:20 – 4:50PM Breakout Session 4 – The Shift Taneil Currie – Digital Marketing Strategist at Advisorist Executive Center
5:00 – 5:30PM Event Walk-Through Event Staff/Presenters/Moderators and Introducers ONLY Harbor Island 1
5:30 – 7:00PM Opening Reception Shoreline

Thursday, October 12, 2017

Time Session Speaker Location
7:15 – 8:15AM Breakfast Harbor Island 1&2
8:30 – 8:45AM Opening Ceremony Harbor Island 3
8:45 – 9:15AM Bo Johnson Spirit Award for Lifetime Achievement Presentation Harbor Island 3
9:15 – 10:50AM The Lifeguard in the Storm: A New WHY for a New World Keynote Speaker Frank Maselli sponsored by Nationwide Harbor Island 3
10:50 – 11:00AM Morning Break Harbor Island 3
11:00 – 11:45AM If 84/24 is Here to Stay Now What? DOL Compliance Panel Discussion: Andrew Payne- General Counsel at CreativeOne; Tony Thomas- SVP/Distribution Business Development at Allianz; & Jason Robbins- Associate Consultant at First Consulting & Administration Harbor Island 3
11:45 – 12:00PM NAFA Members Meeting Harbor Island 3
11:45AM – 1:30PM Lunch and Sponsor Networking Harbor Island 1&2
1:30 – 2:15PM Key Elements of Your Online Brand Laura Virili- SVP/Wealth Management Consultant at Allianz Exchange Harbor Island 3
2:15 – 2:45PM State and Federal Round-Up Cliff Andrews- Principal at CapCity Advocates & Pam Heinrich- NAFA Director of Government Affairs Harbor Island 3
2:45 – 3:15PM Annuity Marketing Trends and Outlook for 2018 Dr. Jack Marrion- NAFA Director of Research Harbor Island 3
3:15 – 3:30PM Afternoon Break Harbor Island 3
3:30 – 4:00PM Straight Talk on Information Security Dana Shibley- Vice President at VeriFyle Inc. Harbor Island 3
4:00 – 4:45PM Trending Indices and a Look at 2018 Alan Grissom- VP Insurance Channel Management and Joseph Kairen- Senior Director/Strategy & Volatility Indices- S&P Dow Jones Indices Harbor Island 3
4:45 – 5:00PM Closing Remarks Chip Anderson – NAFA Executive Director Harbor Island 3
5:00 – 6:30PM Closing Reception Harbor Island 1&2

Friday, October 13, 2017

No NAFA sessions or meetings will take place on Friday. Attendees customarily depart or take the day to extend into the weekend.

Have Questions?

Janet Terpening
NAFA Senior Director of Operations
414.332.9306 ext. 3
janet@nafa.com