Winterfest 2009
Presented by National Association of Insurance & Financial Advisors-NW Oregon
Friday, February 6, 2008 · Holiday Inn Conference Center
25425 SW 95th Ave. Wilsonville, Oregon · 503.682.2211
| 6:15 AM | Registration/Breakfast |
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| 7:20 AM | First Presentation Starts |
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| 5:00 PM | Conclusion |
CLICK HERE TO DOWNLOAD REGISTRATION FORM
Keynote Speaker: John Davidson (First Hour)
The Gathering Storm
John was the National President of NAIFA in 2006-07 and owns a successful agency in Southern California. With the budget and health reforms proposed on the federal and state levels, a "Perfect Storm" is forming that may adversely affect the products and the valuable services we provide to our clients. Hear what John has to say about what to expect in the upcoming months from a legislative perspective.
John Davidson (Second Hour) - Managing a Successful Business
This hour will be a great refresher for the successful business owner and a fabulous productive and protective approach for those starting or building their own insurance practice. How-to's include balancing your priorities, keeping clients informed, conducting successful annual reviews, industry legal problems and how to avoid them and what changes you should be up to date on in regards to products and government programs.
Long Term Care (First Hour) - Client/Family Resources Panel
Have you ever received that phone call for help from a client or family member? Do you know where to send them for services or how to guide them? This panel will explain what options, settings and services are available for hire, for a fee and for free from Professional/Legal services to the local and state resources.
Long Term Care (Second Hour) - Product Resources Panel
This panel will explain the concepts using insurance products - from individual to permanent life insurance to annuities - to help fund the costs of services, and the pros and cons of each product.
John Mitchell - Monetary Policy and How it Affects Your Clients
A look at the emerging recession, both nationally and locally to our Northwest area. Come and hear this economic expert's take on how we got here, where we are going and what to expect in 2009.
John Lenz - Life Insurance Update
A discussion on changes to current life insurance products (including Indexed Universal Life) industry wide - cost pricing, reserves and riders. Also the latest on recent legal developments with the use of annuities and life settlement products.
Registrants will be treated to a lunch with David Rabiner, the nationally renowned and very entertaining professional coach who specializes in leadership, influence and achievement.
CLICK HERE TO DOWNLOAD REGISTRATION FORM
