All sessions and the Ecosystem Room are in the Grand Ballroom unless otherwise noted.

Transcription

1 Sunday, September 11 2:00 p.m. 6:00 p.m. EcoRoom Is Open 2:00 p.m. 3:00 p.m. Welcome & Opening Comments Visit the EcoRoom to meet your industry and NFP enterprise partners! A Message from Your Chairman Jason O Dell, PartnersFinancial Advisory Board Chairman Total Business Review Ed O Malley, President, Corporate Benefits and Individual Solutions, NFP 3:00 p.m. 3:45 p.m. Industry CEO Panel Eileen McDonnell, Chairman and CEO, Penn Mutual 3:45 p.m. 4:15 p.m. Break Jim Morris, Chairman, President and CEO, Pacific Life Insurance Company Robert Kerzner, President and CEO, LIMRA Moderated by Don t Forget to visit the EcoRoom! 4:15 p.m. 4:45 p.m. PartnersFinancial Proprietary Technology Update Caitlin Hoffman, AVP of Product Marketing, PartnersFinancial 4:45 p.m. 5:30 p.m. PartnersFinancial Special Recognition 5:30 p.m. 6:00 p.m. Closing Remarks Join us for our annual Partners Special Recognitions awards. Our membership is full of influential individuals within the life insurance industry as well as their respective communities. We re excited to recognize three prominent members, a key staff leader and a carrier partner. Bruce Callahan, Chairman Emeritus, PartnersFinancial and Vice Chairman Emeritus, NFP 6:00 p.m. 7:00 p.m. Cocktail Reception Grand Foyer 7:00 p.m. Dinner on Your Own/Carrier Dine Arounds 8

2 Monday, September 12 All Day EcoRoom Is Open Visit the EcoRoom to meet your industry and NFP enterprise partners! 7:00 a.m. 8:00 a.m. Breakfast Burnham Ballroom 8:00 a.m. 8:10 a.m. Morning Kickoff 8:10 a.m. 9:10 a.m. Guide to Thrive Julie Schneider, Senior Vice President of Firm Selection, PartnersFinanical Dr. Vonda Wright Dr. Wright is an orthopedic surgeon and internationally recognized authority on active aging and mobility. She believes that through mobility, smart nutrition and building relationships, we can harness our own power to control 70 percent of our health and aging. She specializes in sports medicine and is one of only a few female orthopedic surgeons in the U.S. Dr. Wright is the founding director of the Performance and Research Initiative for Masters Athletes (PRIMA) and the inaugural Medical Director of the UPMC Lemieux Sports Complex. Her pioneering research in mobility and musculoskeletal aging is changing the way we view and treat the aging process. Dr. Wright speaks worldwide and has authored two mainstream books, Fitness After 40: How to Stay Strong at Any Age and Guide to Thrive: 4 Steps to Body, Brains, and Bliss. Her current book project is titled Prescription for Prosperity. Dr. Wright regularly appears on national TV shows, including Dr. Oz and The Doctors. She is frequently quoted in the Wall Street Journal, New York Times, USA Today and U.S. News & World Report, in magazines such as Maxim, Prevention, Fitness, MORE, Runner s World, Best Life and Arthritis Today, and in numerous online publications. Sponsored by John Hancock 9:10 a.m. 9:40 a.m. Wealth-X/NFP Wealth Transfer Report Launch 9:40 a.m. 10:00 a.m. Break The last 15 years have brought an unprecedented level of global economic volatility. The way wealthy individuals prepare for and execute effective wealth transfer is no exception to this ongoing unpredictability. Join us as NFP and Wealth-X present key findings from the 2016 Wealth Transfer Report, revealing in-depth insights on how the world s wealthiest individuals are being impacted by the shifting global landscape and the implications for service stakeholders involved. Tom Povedano, Chief Operating Officer, PartnersFinancial Lina Pugliese, Research Director, Custom Research, Wealth-X Stop into the EcoRoom to meet our industry and NFP enterprise partners! 10

3 Monday, September 12 cont. 10:00 a.m. 11:40 a.m. Member-Led TED Talks Adding PPLI to Your Tool Kit Jeff Ostrum, Financial Architects Partners Certain products and strategies successfully resonate with affluent and super affluent clients. PPL is one of those products, as it offers unique benefits to this marketplace. Jeff Ostrum will share his perspective and experience of how he has successfully integrated and positioned private placement with his clients. COLI and Nonprofits: It s Not a Myth Tony Greene, Executive Benefits, NFP You may think that approaching nonprofits is a dead end, but Tony is here to show you how to leverage your clients and centers of influence in the 457f market. He ll walk you through proven prospecting, marketing and closing strategies that grab the attention and meet the needs of these types of clients. Best Practices for Fast-Track Underwriting Jason Prather and Jessica Sorg, Legacy Capital Group Legacy Capital Group has created and implemented a decision tree for efficient case processing. The decision tree uses both streamlined and traditional underwriting programs. Join this session to learn their blueprint for best practices. Starting Over: From Old to New John Irvin, Schwartz Benefit Services Hear how John has successfully re-entered the sales side of our industry. He ll share business development strategies and techniques he s now using to open up new opportunities with clients and advisors. Perspectives on the International Marketplace Frank Garcia, Global Planning Group John Irvin, Schwartz Benefit Services Our leading international life insurance producer, Frank Garcia, is here to help you discover the who, why, when and how of this exciting and growing marketplace. Take some time to hear how you can take advantage of one of the most robust international life insurance offerings in the world. 11:40 a.m. 1:00 p.m. Lunch Burnham Ballroom 12

4 Monday, September 12 cont. 1:00 p.m. 1:30 p.m. Kestra Showcase Learn about the exciting new capabilities and enhancements being implemented and rolled out at Kestra. Join James Poer to get a thorough overview of the Kestra platform and how you can leverage it today! James Poer, Kestra Financial 1:30 p.m. 2:00 p.m. Boutique Offerings from BNY Mellon Join Chris Mone for the unveiling of BNY Mellon's complimentary suite of services offered to all PartnersFinancial members as well as your clients. Don't miss this session to learn how to seamlessly integrate this suite into your practice today! Chris Mone, BNY Mellon Wealth Management 2:00 p.m. 3:20 p.m. Member-Led TED Talks A Tailored Solution Sean Kelly, RCM&D Sean will showcase a recent jumbo case that leveraged the collaboration of multiple carriers (Protective, MetLife, John Hancock and Windsor) intense product selection and underwriting advocacy. Sean proves that sometimes delivering a jumbo line of insurance in a business setting is more art than science. Going Beyond the Sale Sagar Dalal, Dalal Capital Advisors LLC Helping a family create a financial plan for their future isn t always about their financial plan; it s about what they want for the family. Unfortunately, this type of planning is not always streamlined. Sagar Dalal will discuss the best practices he and his father employ when working with clients, and how those techniques have brought them success and loyal clients. A New Approach to a Traditional Plan Trent Lucas, Legacy Financial You ve landed a career case. Now what? Filling such a large order is a question of balancing complexities: auto-bind, jumbo limits, retention, underwriting, etc. Through collaboration and partnership, Trent Lucas was able to deliver $60 million of insurance for a large family estate. Whether you re filling a $1 million line or a $100 million line, you re sure to walk away with best practices! FOLI: Franchised-Owned Life Insurance Mike O Malley and Laura Davis, O Malley and Associates Selling life insurance to professional athletes and athletic organizations has historically been a challenging segment of the market. Hear a recent success story of how O Malley and Associates secured large lines of life insurance for personal and business purposes. 3:20 p.m. 3:50 p.m. Break Visit the EcoRoom to meet our industry and NFP enterprise partners. 14

5 Monday, September 12 cont. 3:50 p.m. 5:10 p.m. Member-Led TED Talks 5:10 p.m. 5:40 p.m. Break A Different Take on Multigenerational Planning Johnny Adcock, Adcock Financial Multigenerational planning has gotten lots of attention, both positive and negative, lately. But what does all of this attention really mean? Are there better ways to structure a multigenerational plan? Come hear a different perspective on this planning technique that Johnny has had a lot of success with. The New Era of Whole Life Josh Coleman, Momentum Advanced Planning Join the principal of one of our newest firms for a high-energy, engaging conversation on his unique positioning of whole life insurance. Learn how whole life has once again become a premier offering in today s market. Life Settlement Best Practices John Hill, WealthPartners Learn best practices for working within the life settlements market. John will review a case study which showcases The Ashar Group s ability to go above and beyond simply closing a sale. A Joint Opportunity Eamon Walsh, Bay Financial Associates Julian Movsesian, Succession Capital Alliance Eamon will highlight a recent joint case with Julian Movsesian for an institutional client. Their successful partnership generated over $1 million of commission revenue. You won t want to miss this! Grab snacks and refreshments in the foyer to fuel for the Liquid Fast & Furious! 5:40 p.m. 7:00 p.m. Liquid Fast & Furious Come enjoy wine and beer while your peers deliver their top sales ideas in four minutes or less. The top three fixed-product sales ideas from our PartnersFinancial members will be awarded fantastic prizes! You must register to participate. Winners will be determined solely by the Judges' Panel. Sales ideas must be for fixed products. The prizes, donated by PartnersFinancial, are only available to current PartnersFinancial members. One prize per recipient. Sponsored by Nationwide Judges: Bruce Callahan, Chairman Emeritus, PartnersFinancial and Vice Chairman Emeritus, NFP Jason O'Dell, PartnersFinancial Advisory Board Chairman 7:00 p.m. Dinner on Your Own/Carrier Dine Arounds 16

6 Tuesday, September 13 7:00 a.m. 8:00 a.m. Breakfast Burnham Ballroom 8:00 a.m. 9:00 a.m. Current Affairs: The Political Landscape Chuck Todd, NBC News Political Director and Host of Meet the Press and MTP Daily Fifty years from now, one journalist will be the voice and face of our political era. That journalist is Chuck Todd. A self-described political junkie, he's earned a reputation as one of the most passionate journalists and sharpest analysts in American media. He's NBC News' political director, the moderator and managing editor of Meet the Press the flagship Sunday morning public affairs program and the longest-running broadcast in television history and the host of MTP Daily. Influencers and competitors praise him as "a tireless reporter" with "an encyclopedic knowledge of politics" and the ability to "break down barriers and get people off of their talking points." With what Washingtonian magazine calls a "savant-like knowledge of politics," Chuck has become a fixture in the White House press room, a steady and constant presence on television and a tireless voice on the campaign trail. His up-to-theminute poll analysis and insightful commentary have made him one of the most sought-after voices in American political coverage. Co-Sponsored by PartnersFinancial and AALU 9:00 a.m. 10:00 a.m. Department of Labor Update: What You Need to Know 10:00 a.m. 10:30 a.m. AALU Call to Action 10:30 a.m. 10:45 a.m. Closing Remarks The Department of Labor took the planning community by storm in April with their finalized Fiduciary Standards Rule. Now that the dust has begun to settle, where are we? Join our panel for a discussion of what you need to know now. AALU s Dave Hollingsworth will discuss what s being done about the rule from an advocacy standpoint and our very own Kristin Bulat will review when the rule might apply to you. David Hollingsworth, Director of Public Policy, Association for Advanced Life Underwriting (AALU) Kristin Bulat, SVP of Strategic Resources, PartnersFinancial Jason O Dell, OJM Group & PartnersFinancial Advisory Board Chairman Julie Schneider, Senior Vice President of Firm Selection, PartnersFinancial & AALU Board Member 18