Career Advancement Conference and Expo, "Exceptional Learning 2012"

National Association of Insurance and Financial Advisors-Florida 80th Career Advancement Conference & Expo - Busting Out of Bad Times

July 16 - 18, 2012 at the Hyatt Grand Cypress Resort, Orlando, FL

Get ready NAIFA-Florida! We are busting out of bad times and have a phenomenal conference on tap

You’re busy. Whether it’s family, business, personal or other aspects of your life, it seems as if we don’t have enough time to get to where we need to be to do what we need – or want – to do. Why can’t we have what we want and need to do all be available in one place?

Well say no more. We’ve got it set up so you can network, get some needed CE, participate in motivational training, bone up on political and regulatory happenings and have a whole lot of fun. And it all will happen in one phenomenal, luxury resort. Oh, and by the way, the price is possibly the best part - only $135 per night. What the heck, do all of the above and make it a family vacation too.

Get ready for the 80th Annual NAIFA-Florida Career Advancement Conference and Expo, Busting Out of Bad Times, this July, at the Hyatt Grand Cypress, in Orlando. This is a family-friendly resort- set within a 1500 acre paradise - that includes 45 holes of premium golf, and located in Orlando's Downtown Disney area/Lake Buena Vista neighborhood, close to Orlando Premium Outlets, DisneyQuest, Epcot and Typhoon Lagoon.

• Bust out of Bad Times with motivational shots from industry and NAIFA heavyweights who will charge you up and get you ready to have your best year ever! The incomparable Marvin Feldman, recent winner of the John Newton Russell Memorial Award, heads up a great lineup.
• Bust out of Bad Times with a dozen great Continuing Education courses, including the always popular Political and Legislative Update with industry and NAIFA-Florida Super Lobbyist Tim Meenan.
• Bust out of Bad Times with sales ideas and motivational tips to increase your knowledge, confidence, energy and, yes, your production.
• Bust out of Bad Times at the Business Expo, with cutting edge products, services and programs that will make the Great Recession a distant memory.
• Bust out of Bad Times with other motivated and successful insurance and financial advisors at the premier annual event for networking and socializing with industry winners.

Plus, you can come for the conference and make it a vacation. The Hyatt Grand Cypress is honoring this incredible $135 rate for four days prior to the conference and four days afterward. Bring the family and enjoy this world class property. Can’t make the entire conference? Register for the one day pass for only $109 and enjoy a full day of education, sumptuous lunch, the fantastic vendor expo and get a taste of the phenomenal Hyatt Grand Cypress Resort.

Register Online - Click Here

Program Highlights

The Art of Mullet Management, Lonny Butcher, SPHR

Talk about the one you don’t want to miss! Lonny’s one-of-a-kind Mullet Management presentation is an approach to leading, working, and interacting with others that recognizes our needs for tangible goals and interpersonal support. In the same way that the iconic “mullet” haircut of yore struck a balance between work and fun, truly successful people are able to find a balance between “business in the front and party in the back!” How do you hold people accountable, but keep them motivated and engaged? How do you get a customer excited when you’re also trying to inform? Learn from the Master of the Mullet, and see firsthand that while the hair style may fade, the lessons for success party on!! Oops, we mean live on!

Lunch with Marv Feldman, CLU, ChFC, RFC

Don’t miss this fun, “unplugged”, and interactive session with one of NAIFA-Florida’s own, the inimitable Marv Feldman! This special lunch presentation will highlight how Marv has conducted his practice over the past 45 years, and give audience members the unique opportunity to ask Marv what it takes to succeed and reach the highest levels of productivity. Be sure to get your seat to hear the powerful words of one of the titans of our industry.

Success on PURPOSE, Juli McNeely, CLU, CFP, LUTCF

How do you define success and when do you know when you’ve found it? Success looks different for everyone. Is it getting a designation or obtaining a certain level of production? Many believe that there are certain steps that must be taken in order to be “successful” in our industry. Wherever you are in your career – from young advisor to seasoned veteran –Juli’s presentation is a “must hear” message about touching lives, making a difference and appreciating what we have. Juli will discuss those defining moments and lessons learned that have shaped her own success and have allowed her to continually evolve her own definition. You’ll leave this session asking yourself “what’s next for me?”

The State of NAIFA, Robert Miller, M.S., M.A.

Make your conference experience complete with a front row seat to NAIFA President Robert Miller’s talk about why it pays to be a NAIFA member, with his message of why NAIFA is the voice and advocate for all agents/advisors in the 21st Century. Learn about the rich and storied history of NAIFA – why NAIFA is the essential association in the insurance and financial services industry. NAIFA is the foundation upon which the industry exists. No NAIFA = no industry! Don’t miss this keynote session – in today’s challenging economic times and political realities NAIFA keeps us in business.

Continuing Education Program Highlights

With 12 CE sessions to choose from you’ll have incredible opportunities to learn from the experts in all of our practice specialties. The following courses have been approved by DFS for CE credit at the Intermediate level. Provider is NAIFA-Florida #654.

Employment Practices Liability Insurance – How Do You Protect Your Clients?

Instructor: Skip Boylan, ChFC, CIC, CASL, LUTCF, 1 Hour CE, Course ID: 80079, Course Authority: 9901

This course is designed to educate agents on the importance of Employment Practices Liability Insurance (EPLI) for their clients. It’s also a great source of information if the agent owns their own practice and they employ staff. As agents you need to be aware of the many risks faced by employers, such as claims of harassment, discrimination, bias, third party lawsuits, etc.

Florida Life and Health Guaranty Association

Instructor: Tom Ashley, AIP, AAI, AIAM, 1 Hour CE, Course ID: 80068, Course Authority: 9901

The purpose of this course is to educate agents about the existence and purpose of the Florida Life and Health Insurance Guaranty Association. This program provides a valuable backstop to potential company failures, in the process protecting consumers. It is important for agents to know about this program and how it functions.

2012 Legislative Update

Instructor: Tim Meenan, 1 Hour CE, Course ID: 61300: Course Authority: 9901

Hear the latest on the legislative happenings affecting your business and the interests of your clients. Tim Meenan, your NAIFA-Florida lobbyist, provides an in-depth review of important legislation and its impact on agents and financial advisors, and the clients and prospects your serve.

Charitable Remainder Trusts

Instructor: Mike Halloran, CLU, ChFC, CFP, LUTCF, 1 Hour CE, Course ID: 80085, Course Authority: 2-16

This course provides a detailed review and discussion about Charitable Remainder Trusts. These vehicles provide tremendous asset protection and income for the owner while providing important contributions to the owners’ desired charitable organizations.

Where Are We Now – A Review Of 2011 Health Insurance Changes

Instructor: Terri Seefeldt, RHU, 1 Hour CE, Course ID: 80065, Course Authority: 2-4

This course provides a brief overview and discussion of the approved health care laws that are actively being implemented, as well as those which were approved but scheduled to become effective over the years leading up to 2014. The course aims to provide agents with relevant information to help them understand the changes and properly implement coverage for their clients.

10 Most Common Life Insurance Planning Mistakes

Instructor: Tom Cannizzaro, CFP, CLU, ChFC, 1 Hour CE, Course ID: 80062, Course Authority: 2-16

Make sure you attend this course and learn the most common pitfalls in Life Insurance planning. Complete this course and you’ll be able to identify the most commonly made Life Insurance planning mistakes, understand the ramifications of these mistakes, and be equipped to provide a viable solution for the client.

Life Insurance and Annuities – The Power of Partnership

Instructor: Bob Berk, 1 Hour CE, Course ID: 80063, Course Authority: 2-16

Don’t miss this great course! Bob Berk will show you the similarities and differences between life insurance and annuities and how they apply to individuals, trusts and businesses. A powerful tool to use in building your business and protecting your clients.

Hurricane Loss Mitigation and Homeowner Premium Reduction

Instructor: Skip Boylan, ChFC, CIC, CASL, LUTCF, 1 Hour CE, Course ID: 80067, Course Authority: 2-20

This required course covers all the details about windstorm loss mitigation, including the background and history of the program as well as the latest updates on forms, inspections and Citizens! If you sell property insurance you need this course!

Business Planning with Disability Insurance

Instructor: Greg Mazzei, 1 Hour CE, Course ID: 80095, Course Authority: 2-40

This course provides a in-depth review and discussion of the importance of business planning involving disability insurance. This critical area is often overlooked by agents, leaving business owners in precarious positions when a disability strikes. This course will cover planning, keeping the business open and also keeping it running efficiently, and protecting assets using different strategies.

Trusts 101 – For Insurance Agents Who Aren’t Attorneys

Instructor: Howard Rosenblatt, JD, CLU, ChFC, LUTCF, 1 Hour CE, Course ID: 80456, Course Authority: 9900

Insurance agents are not attorneys - but for a short while an agent can feel like one! This course will tell you about trusts, what they are, how they differ in type, the different purposes they serve, specific benefits and liabilities, tax implications and especially legal pitfalls. Trusts are a viable option for many insurance and financial advisors – don’t miss this opportunity better understand this important area

Social Security – Impact of Calculations and Taxation

Instructor: Frank Cummings, MBA, CFP, 1 Hour CE, Course ID: 80277, Course Authority: 9900

As baby boomers plan for retirement it’s vital that agents and advisors be familiar with Social Security. This course provides in-depth explanations of value, benefits for individuals and spouses, formulas, coordination with other investment tools. These are all key to advisors providing valued guidance for their clients.

Long Term Care in America – NAICA 4 Hour Ongoing Training

Instructor: Jeff Sadler, CLTC, CSA, 4 Hours CE, Course, ID: 79003, Course Authority: 2-40

This brand new course for 2012 satisfies the NAICA 4 Hour Ongoing Training requirement. Jeff Sadler, your NAIFA-Florida expert on LTC, has updated the course to provide current updates about the Long Term Care market, the Florida LTC Partnership program, Medicare, Medicaid, and legislative changes. Don’t miss this one!

Special One Day Registration

Live within driving distance to Orlando, or short on time? Take advantage of our special one-day registration fee of $109. Non-members are invited as well to get a sneak preview of all that membership in NAIFA has to offer. This special one-day registration pass can be used for either Monday or Tuesday and as a special bonus it also includes admission to our Bonus 4-hour CE Long Term Care in America which will be held on Wednesday, July 18, 2012. * Note, full conference registration is required for voting delegates.

NAIFA-Florida Business Expo

Don’t miss this exciting opportunity to visit NAIFA-Florida’s unique Expo, filled with vendors showcasing the latest and greatest in insurance and financial services. Our Expo is also the perfect venue to relax, enjoy the surroundings and camaraderie, plus network with exhibitors who have products and/or services that will help enhance your business success and give you just the edge you are looking for.

YATS Take NAIFA-Florida to School

New this year, all conference attendees are invited to join our YATs (Young Advisors) on Monday evening for a fun networking social at Bar Louie immediately following our networking event and door prize giveaway in the Exhibit Hall.

2012 NAIFA-Florida Career Advancement Schedule

Monday – July 16, 2012

8:00 am – 6:00 pm - Exhibit Hall Open

9:00 – 10:30 am - General Session – The Art of Mullet Management, Lonny Butcher, SPHR

10:50 – 11:40 am - CE – Life Insurance and Annuities, The Power of Partnership; CE – Social Security – Impact of Calculations and Taxation; CE – 2012 Legislative Update; CE – Charitable Remainder Trusts

11:45 – 1:00 pm - Lunch with Marvin Feldman,

1:00 – 1:50 pm - CE – Where Are We Now – Review of 2011 Health Insurance Changes; CE – Business Planning with Disability Insurance; CE – 10 Most Common Life Insurance Planning Mistakes; CE – Hurricane Loss Mitigation and Homeowner Premium Reduction

2:10 – 3:00 pm - CE – Employment Practices Liability Insurance; CE – Trusts 101: For Insurance Agents Who Aren’t Attorneys; CE – Charitable Remainder Trusts, CE – Social Security – Impact of Calculations and Taxation,

3:30 – 4:20 pm - CE – 10 Most Common Life Insurance Planning Mistakes; CE – 2012 Legislative Update; CE – Florida Life & Health Guaranty Association; CE – Employment Practices Liability Insurance

4:40 – 5:30 pm - CE – Where Are We Now – Review of 2011 Health Insurance Changes; CE – Life Insurance and Annuities – The Power of Partnership; CE – Business Planning with Disability Insurance; CE – Hurricane Loss Mitigation and Homeowner Premium Reduction

5:30 – 6:30 pm – NAIFA-Florida Business Expo Networking Event and Exhibitor Door Prize give-away

7:00 pm – Until – Social Event, YATs take NAIFA-FL to School (Bar Louie)

Tuesday – July 17, 2012

8:00 – 11:00 am - Exhibit Hall Open

9:00 – 11:15 am - General Session, Success on PURPOSE, Juli McNeely, CLU, CFP, LUTCF and The State of NAIFA, Robert Miller, M.S., M.A.

11:15 – 1:30 pm - Awards Luncheon

1:30 – 3:30 pm - NAIFA-FL Annual Meeting & Delegate Assembly Meeting

6:30 – 9:30 pm - President’s Reception and Banquet

Wednesday, July 18, 2012

9:00 am – 1:00 pm- CE - Long Term Care in America – NAIC 4 Hour Ongoing Training

Questions?

Do you have questions, or need special accommodations or assistance? Please call NAIFA-Florida at (850) 422-1701 or send an email to admin@faifa.org.

Interested in Exhibiting or Sponsoring?

If you’d like information about becoming a 2010 NAIFA-Florida Career Advancement conference sponsor or would like to showcase your product or services to conference attendees, CLICK HERE to download our Exhibitor/Sponsorship Prospectus, call Lolita Brawner at (850) 422-1701, ex 206 or send an email. Click here to register online to Exhibit.

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