Annual Michigan Insurance Expo & CE Convention. May 14/15, 2014 JW Marriott Grand Rapids. Hosted by NAIFA Michigan Michigan FIC

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1 Annual Michigan Insurance Expo & CE Convention May 14/15, 2014 JW Marriott Grand Rapids Hosted by NAIFA Michigan Michigan FIC

2 The Michigan Insurance Expo & CE Convention is an exciting two days to play golf, obtain CE credits, network with other financial services/insurance professionals, attend an exciting dinner, meet with exhibitors/sponsors and listen to outstanding speakers. Cool City. Hot Fun. Grand Rapids is named #3 in the nation for fun and recreation. Nightlife Historic Sites Museums Craft Breweries Beaches Art Shopping Explore Grand Rapids a safe, walkable, creatively vibrant city! Principal Sponsor Gold Sponsor

3 Wednesday, May 14, :00 a.m. 12:00 p.m. Ethics and Insurance Fraud (3 CE credits) Moderator: tbd Location: JW Marriott 12:45 p.m. 4:45 p.m. Principles of Mortgage Lending (4 CE credits) Moderator: Chuck Shanlian & Dave Shanlian Location: JW Marriott 9:15 a.m. 10:00 a.m. Golf Outing at The Mines Registration begins at 9:15 a.m. Shotgun Start at 10:00 a.m. 6:30 p.m. 7:25 p.m. Social Hour in honor of NAIFA MI President-elect, A. Christopher Engle, LUTCF, CFP, ChFC, AEP & Michigan FIC President-elect, Michael J. Irwin 7:30 p.m. Dinner & Awards Program 8:30 p.m. Presentation of 2014 Marvin E. Muilenberg, CLU, Distinguished Service Award 9:00 p.m. Program Adjourns Enjoy the rest of your evening in downtown Grand Rapids Museum Closes at 10:30 p.m. - See Y.A.T. event below 9:30 p.m. 12:00 midnight Y.A.T (Young Advisor Team) After Hours Open Forum Please join us for a Y.A.T. hosted event across the street from the Courtyard Marriott at The B.O.B. (Open to all convention attendees.) Ronco Johnson, MDRT Speaker and others will be there to kick back, enjoy a drink and have great conversation. Hope to see you there! Dress Attire for both days Business Casual Wednesday, May 14 Social Hour, Dinner & Awards Program at the Grand Rapids Public Museum 272 Pearl Street NW Grand Rapids THE MINES 330 Covell Avenue SW Grand Rapids The Mines Golf Club opened in August 2005 with 18 holes and a full practice facility. The Mines was selected by Golf Digest as the tenth Best New Public Golf Course in It is located above a portion of the old gypsum mines, 5 minutes from the heart of downtown Grand Rapids. The site features mature hardwoods, rolling terrain, and sandy soils. The Mines is a par 70 that measures 6701 yards, with a slope of 137. The course is generally forgiving on the tee shots and playable through the green. A good short game will help lower your score. Dress Code All players should wear appropriate golf attire. NO blue jeans, denim, or jean shorts. All men s shirts must have sleeves and collars. Women may wear appropriate sleeveless golf attire no tank tops. Appropriate golf shoes, SOFT SPIKES ONLY, or soft soled athletic shoes are required.

4 Thursday, May 15, :00 a.m. 8:40 a.m. Registration & Continental Breakfast with Exhibitors 8:45 a.m. Convention Opener 9:00 a.m. 9:50 a.m. Speaker: Sarah J. Kaelberer, CFP, ChFC, CLU It s All In The Questions 9:55 a.m. Ryan Smith, State Membership Chair NAIFA Michigan Membership Update 10:05 a.m. 10:55 a.m. Speaker: Ronco Johnson, MDRT Top of the Table When The Lights Go Out, Are You Ready? 11:00 a.m. 11:25 a.m. Snack Break with Exhibitors 11:30 a.m. Jacob A. Rose, State IFAPAC Chair NAIFA Michigan IFAPAC Update 11:40 a.m. Speaker: Curtis Cloke, CLTC, LUTCF MDRT Top of the Table Under Ground to Top of the Table 12:30 p.m. Break with Exhibitors 1:00 p.m. Luncheon Program Derek Dalling Michigan Legislative Update Installation of NAIFA Michigan Officers MFIC Scholarship Award Drawing for Door Prizes must be present to win! 2:30 p.m. Adjourn Dress Attire for both days Business Casual Thursday, May 15 Meetings/Exhibits/Breakfast/Lunch at the JW Marriott 235 Louis Street NW Grand Rapids

5 Continuing Education Class Descriptions Principles of Mortgage Lending The goal of this course is to provide a comprehensive overview of the mortgage process. It will also address mortgage products and factors that contribute to both. The scope of this class will be all encompassing and engage participants to develop a strong understanding on how home loans work and to apply this information to assist their clients. While the Mortgage industry is constantly changing, our goal is to present the information, keep the audience abreast of these changes, and develop a deep understanding of these issues. Ethics and Insurance Fraud While most people who buy insurance are honest, there are those that make a business out of defrauding the insurance industry. A fraud scheme may be carried out when the insured changes the policy, when the policy is renewed, or perhaps not until a claim is made. There are often opportunities for fraud to be discovered at any of those times. Insurance producers, risk managers, loss control specialists, underwriters, and claim professionals can all play a part in combating fraud. This course will help students understand the impact of fraud and the role that they, as insurance professionals, can play in addressing it. 3-hour class (Also approved for 3 hours of CFP continuing education) Reservation Process & Booking Website for Courtyard Marriott Online and phone reservations will be accepted beginning on January 1, A dedicated booking website has been created for NAIFA Michigan and MI FIC members to make, modify and cancel hotel reservations online, as well as take advantage of any room upgrades, amenities or other services offered by the hotel. To make your reservation online with Courtyard Marriott please use the following link: If you would prefer to make a phone reservation for your overnight stay at Courtyard Marriott, please use the following dedicated Group Reservations phone number in order to access special block rates. Reservations must be made on or before the cut-off date of April 13, 2014 in order to be eligible for the group rate. Reservations Toll Free:

6 Speakers Sarah Kaelberer, CFP, CLU, ChFC is the Vice President of Business & Estate Advisers, Inc. She is in her 18th year in the industry. Sarah has a Bachelor of Science degree in Management and Economics and an MBA with an Organizational Development and Design emphasis. Her entry in the financial services industry was by way of an independent consulting project to streamline the operations of Business & Estate Advisers. For the first five years she ran the operations of the company before breaking into sales. She has qualified for the Million Dollar Round Table in each of her 13 years in production, and, in the last nine, has qualified for Top of the Table! She has conducted Focus Sessions at MDRT in 2001 and 2004 and participated in a Business Succession Panel on the TOT Main Platform in Sarah was honored to be named one of Minneapolis 2013 Top Women In Finance. She has authored numerous articles in Round the Table, Advisor Today, National Underwriter, Life Insurance Selling, Senior Advisor and Minnesota Law and Politics. The primary focus of Business & Estate Advisers is the small business owner. The initial business is typically the qualified plan. They are known for strong knowledge of pension law and creativity in plan design and communication. After a strong relationship has developed with the client, the buy-sell and business succession issues follow. That nicely leads to wealth accumulation and estate planning for the owner(s). They handle all facets of a client s needs, the retirement plans, insurance, and investments. Sarah holds her life and health, Series 7, 63 and 24 licenses. She has earned the Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) designations. Originally, from Detroit, Michigan, Sarah now lives in Plymouth, Minnesota with her husband, Darvin and three beautiful children. They enjoy golf, fishing, playing cards, and spending time at their cabin up north. Ronco Johnson is the President and CEO of L.R. Johnson & Associates, Inc. Mr. Ronco Johnson is the founder of The Ronco Johnson Foundation for Financial Literacy and the Owner/General Manager of the Georgia Magic Professional Basketball Team. Mr. Ronco Johnson is a nationally sought after motivational & inspirational speaker who has been published and quoted in the Wall Street Journal, Associated Press (AP), AllBusiness.com, Life Selling Magazine and other national, international, and local publications. Mr. Johnson has recently been a main platform speaker or session speaker at the following: NAIFA National Convention-Main Platform San Antonio, TX, American College - African American Conference of Financial Professionals - Main Platform Speaker and Session Speaker Atlanta, GA, Top of the Table - Main Platform Speaker 2012, MDRT Annual Meeting - Session Speaker Anaheim, CA.

7 Mr. Johnson also serves as the immediate past president of his local NAIFA association in Cartersville, Georgia (National Association of Insurance and Financial Advisors), Executive Producer to the very popular contemporary jazz album The Get Down Club by Trumpeter Joey Sommerville and a soon to be author of his first book When The Lights Go Out, Are You Ready? Curtis Cloke, CLTC, LUTCF is CEO and Founder for Thrive Income Distribution System LLC. and is also a Financial Life Planner located in Burlington, Iowa, where he has maintained his practice since Since 1999, he has developed retirement planning software, educational training programs delivered through his Thrive University Platform. In 2009, Senior Markets Advisor Magazine recognized Curtis as a top five finalist for Advisor of the Year. He is a 26-year member of NAIFA, a 14-year MDRT member, a 3-time qualifying member of COT and a 6-time qualifying member of TOT. Come listen to an awe-inspiring story of one man s journey from 630 feet underground all the way to Top of the Table. Curtis Cloke is an award winning financial professional who has become an internationally-recognized speaker, author, and trainer in financial services industry, specializing in estate planning and retirement income. At age 21, Curtis began his long and difficult climb to the top of his game, after being severely injured, 630 feet underground while employed as a gypsum miner. After an agonizing period of disability, he reached a turning point of awakened passion and internal intensity. It was his life insurance agent, who saw what he could become, who mentored him into the life insurance business. His story tells how perseverance, hard work, tenacity, and mentorship contributed to a successful career in the life insurance business. Tackling themes of devastating defeat, extreme success, and one man s dream to make a difference, this story is sure to inspire all. Derek Dalling is the President & CEO of Kindsvatter, Dalling & Associates. He joined the firm in 1998 after several years of service as a staff member in the Michigan Legislature. Mr. Dalling began his career in 1995 with the Michigan House of Representatives. His campaign and political knowledge led him to work in one of the most competitive districts. In 1997, Mr. Dalling joined the House Republican Leadership as a Legislative Assistant to then Representative Charles Perricone. In that capacity, Mr. Dalling played significant roles in ensuring an efficient transition to term limits and in the statewide campaign efforts. Mr. Dalling s work was instrumental in Representative Perricone s election as the Speaker of the Michigan House of Representatives. Today, Mr. Dalling serves as executive director of several statewide associations in Michigan and the Midwest and a national association. He also remains active politically lobbying for several issues. Legislatively, Mr. Dalling focuses on everything from transportation and environment issues to regulatory and insurance to health policy and agriculture issues and everything in between.

8 Conference & Golf Registration Please indicate the association(s) to which you belong: MFIC NAIFA Michigan Non Member Selection #1 ($190) Golf May 14 Dinner May 14 Convention May 15 Early Bird Registration If you register on or before March 25, 2014, you will receive an additional 10% discount off any packages or individual ticket prices. Selection #2 ($110) Dinner May 14 Convention May 15 Qty Total Golf Foursome includes (list names) Selection #1 $190 (Savings $25) Selection #2 $110 (Savings $20) Individual Ticket Prices: Golf 5/14 ($85) Dinner 5/14 ($50) YAT Event 5/14 (No Charge) Convention 5/15 ($80) Convention Lunch Only 5/15 ($35) CONTINUING EDUCATION CLASSES: Subtotal: Ethics and Insurance Fraud (3 CE credits) $20.00 (includes continental breakfast) Principles of Mortgage Lending (4 CE credits) - $20.00 (includes lunch) Subtotal for CE $ TOTAL AMOUNT ENCLOSED $ Name Guest Name Address Phone City State Zip Payment Information: Check Visa Mastercard American Express Credit Card # Exp. Date Signature Address All credit card payments are subject to a 4% processing fee Registration Deadline April 30, No refunds after April 30, 2014 Late registration fee of $20.00 if registering after April 30, 2014 Mail registration & payment to: NAIFA Michigan Phone: (517) S. Bridge St., Suite 210 Fax: (517) DeWitt, MI naifamichigan@yahoo.com