Elevate Your Game and join NAIFA-Ohio in person for our 2022 Success Summit & Legislative Happy Hour! Come on out and increase the level of success in your business with a full day of networking, camaraderie, and personal growth. We'll conclude our day with a Legislative Happy hour - an informal networking opportunity with local legislators to demonstrate the presence of our industry!
By attending, NAIFA-Ohio members are eligible to earn 4 General CE Credits.
When: April 5, 2022 | 9:00 am - 7:00 pm EST
Location: Sheraton Columbus Hotel at Capitol Square.
Registration: $99 NAIFA members; $149 non-members
Who Should Attend?
If you are a producer in any aspect of the financial services industry--from property & casualty to investments and financial planning, this event is for you. Our speakers all share a passion for NAIFA's advocacy work that protects their business in Ohio's statehouse and on Capitol Hill.
President, Pinney Insurance Center, Inc.
"7 Harsh Truths That Will Make You a Better Advisor"
What would it mean to become a better advisor? Would it mean selling more policies, expanding your business to include partners and staff, or using technology effectively to spend more time with your family? No matter your definition of success, you can only get there by absorbing the lessons from these seven harsh truths about our industry.
Director of Long-Term Care Initiatives, Nationwide
"Planning Opportunities for Business Owners and the Affluent with Hybrid LTC Policy Solutions"
Business owners may be unaware of the tax advantages they qualify for when purchasing long-term care coverage through the business, whether for themselves or valued employees. Affluent clients, due to their wealth, may plan to self-fund their long-term care. This session will discuss how planning with the newer “hybrid” LTC policies can offer business owners attractive tax deductions. We will then discuss a strategy using “hybrid” LTC policies to help over-come an affluent client’s plan to self-fund their long-term care by pivoting their strategy from “self-insuring” to “self-assuring”.
Owner, Joseph Insurance Advisors, LLC
"Know Your Why"
Pulling from more than 40 years of experience in the industry, Booker Joseph will share inspiring stories and personal experiences which over the years have solidified his “Why” for staying in the business all these years. Knowing his Why has helped him to not only survive in this industry, but thrive, and it can do the same for you.
Registered Representative & Financial Services Representative, Westpoint Financial Group
"Greatest Time Ever To be An Insurance and Financial Professional"
WE will show you how to Dramatically increase your appointments as soon as you leave the meeting. We will also share ideas that will inspire your customers to take action based on the current economic environment in our country, MOST IMPORTANTLY, we will show you how to learn this information quickly and efficiently. Whatever your level of production this session will show you how to increase that production to the next level immediately. Don't miss this session.