FSMA - Financial Services Marketing Association

The 2009 Membership Meeting will be held at the
Pinehurst Resort on September 20-22, 2009

Mr. Bruce G. Parker, Jr.
Sr. Executive
Parker & Company, Management Consultants

Mr. Parker is the former President, CEO and Chairman of Old Mutual US Life and held leadership responsibilities for several of its subsidiaries. As head of OM Financial Life Insurance Company, he oversaw performance of a company with $19.3 billion in statutory-basis assets, including delivery of a portfolio of annuities and life insurance products distributed throughout the US by an established group of independent distributors. Among his many accomplishments is his leadership of the retail business strategy development for Old Mutual US, an effort that aligned markets analysis, products, pricing, and distribution as well as advertising, to successfully raise brand visibility and extend the company’s domestic market reaches.

In 2006, Mr. Parker became CEO of Old Mutual Capital, a $7.5 billion asset management company offering a Mutual Fund, Hedge Fund and Separately Managed Accounts. There, he set strategic direction with a focus on affluent and mass market Baby Boomer population, and worked with two independent boards representing the Mutual Fund Trusts. He also served on mergers and acquisitions (M&A)committee, leading the successful acquisition of Sage Life Bermuda Ltd., into a new company, Old Mutual Bermuda Ltd., - a $7.0 billion firm with annual revenues of $3.0 billion. Subsequently he oversaw the distribution of investment products to non-U.S. residents through global financial institutions in a variety of markets around the world. He also built a comprehensive strategy focused on the Baby Boomer and Hispanic markets in the US and the affluent offshore markets, growing revenues from $5.0 billion to over $8.2 billion in two years, and increased overall profitability from $210 to $620 million. Mr. Parker began his tenure with the company when he was recruited to lead a transition team successfully integrating the Fidelity and Guaranty Life Insurance and / Americom Life and Annuity Insurance Companies into the Old Mutual Financial Network.

Prior to Old Mutual, Mr. Parker held the position of Senior Vice President of Distribution for Jefferson Pilot Financial, where he designed and implemented their Premier Partner Strategy growing revenue by 50% in three years by increasing the number of top sales personnel in all distribution outlets. Additionally, he served as a Member of the Executive Management and M&A Committees. As Senior Vice President at Prudential Preferred, he provided leadership of the US Southern region, and led the integration of two distribution and management teams into one new structure; creating synergies that reduced the overall cost structure by 30% and created a new product offering for the company. He served as a member of Prudential’s demutualization team from 1999 to 2000, creating plans for the future structure and product offerings for the career agent distribution system.

Mr. Parker is a member of American Council of Life Insurers (ACLI), a Trustee of The American College, Bryn Mawr, PA, and a Board Member for LIMRA International. He is an industry speaker, consultant and author of over 25 articles on various topics. He is an expert in building effective executive teams, implementing strategy, developing Baby Boomer strategies for financial service companies, and creating synergies for cost effective business strategies.

He earned his M.S. Management from The American College, a B.A., Economics from the State University of New York at Oswego, and attended the Executive Leadership Program at Cornell University. He holds LUTCF, CLU, ChFC Designations and FINRA series 7, 6, 65 and 26 licenses.

Ms. Kim O’Brien
Executive Director
National Association of Fixed Annuities

Ms. O’Brien is Executive Director of NAFA. She is responsible for all aspects of association management. Kim has successfully organized and managed conferences for 2004, 2005 and 2006 which generated profit for NAFA. Membership has increased for 12 to 45 percent at present.

Previously, Kim owned and ran her own marketing agency called American Brokerage, LLC and received the 2002 Entrepreneur Award from Sun Life.

Prior to American Brokerage, LLC, Kim served as Executive Director of Marketing and Product Management at Clarica, where she led the development, marketing, and training processes for the company's portfolio of fixed and equity-indexed annuities. She previously headed the marketing department for individual health products, group health products, and student health plans for Fortis Insurance Company.

Kim O'Brien received her BA from Ripon College, her MFA from the University of Northern Colorado, and an MBA from Edgewood College, Madison, Wisconsin.

John J. Healy, CAE
Chief Executive Officer
National Association of Insurance and Financial Advisors (NAIFA)

John J. Healy is chief executive officer of the National Association of Insurance and Financial Advisors (NAIFA), the nation’s oldest and largest association of insurance and financial advisors. Since 1890, NAIFA has represented the business interests of its 55,000 members – professionals dedicated to creating financial security and freedom for American families at birth, employment, illness, disability, retirement, old age and death. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, disability, long-term care, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. NAIFA’s headquarters are in Falls Church, Virginia, just outside Washington, DC.

Healy has more than two decades of experience leading organizations through periods of strategic change while taking them to new heights of influence and success. Prior to joining NAIFA, Healy was president of the American Machine Tool Distributors’ Association based in Rockville, Maryland. Healy was also CEO of the National Pallet & Container Association in Arlington, Virginia, and as executive vice president and CEO of the Grain Elevator & Processing Society in Minneapolis, Minnesota.

Healy’s notable contributions to the business sector include his service as CEO of the 360Solutions Group, a logistics and supply chain firm serving Fortune 1000 corporate clients and their associations as they address the increasing complexities of global supply chains. He also served as vice president of business development for Germany-based IFCO Systems N.V., a global logistics, distribution and supply chain solutions provider.

In addition to being a Certified Association Executive, Healy has been recognized by his peers in association leadership for his active participation in the American Society of Association Executives.

Healy earned a Bachelor of Science degree in agricultural sciences from South Dakota State University.

For more information, contact John Healy at 703-770-8101. For more information about NAIFA, visit us at www.naifa.org.

Bill Driscoll
Top Gun Pilot

Commander William P. Driscoll '68, U.S.N.R., one of the most highly decorated living Naval Aviators of the last fifty years, has a message for people of all ages. Whether his audience is a classroom of Navy jet fighter pilots going through the TopGun Course Naval Air Station Miramar in San Diego, California, an auditorium filled with Stonehill students, Lou Holtz, and the University of Notre Dame football team or the youngsters he coaches on the little league baseball and soccer teams in his community, his message is always the same - make a commitment to do your best, stay focused and persevere. It's as simple as that. What is not simple is developing the self-discipline that it takes to accomplish your objectives, to do the very best that you are capable of doing no matter how difficult the task. Bill explains his philosophy to groups. He mesmerizes the audience with his unclassified version of the "Air Combat" presentation that he delivers to every TopGun class.

Michael B. Levin
Entertainer

From Old Blue Eyes to blue-eyed soul, multi-talented Michael B. has it all! His amazing voice along with this live band takes your audience on a memorable journey through some of the greatest music of all time. From the classic crooners including Sinatra and Bennett to R&B greats like Luther Vandross and Brian McKnight, Michael B. does them all and many more. He is currently featured on Nicholodean’s “Hey Arnold.” Michael has shared the stage with Donna Summer, Jeff Foxworthy, Paul Rodriguez and many others. Michael was the main event at Christian Slater’s birthday bash in Hollywood.

Rick Dugger
President
Vector One
www.vector-one.com
1-800-851-8559

Vector One provides powerful information to managers and executives accountable for the bottom line impact of agent performance. If you ever wondered how much new premium revenue you have to generate to offset debit balance losses, or if you are about to expand the size of your agent force, Vector One is a great opportunity for your company. It is not often that something this inexpensive can potentially save your company tens of thousands of dollars. Vector One provides specific information, addressing a very costly problem, tailored for the insurance industry. Vector One is the least expensive, most cost-effective agent screening and commission-management tool available.

Vector One’s founder and CEO, Rick Dugger started Vector One in 1989,after a successful career with three Fortune 500 companies. Vector One helps companies manage relationships with agents who have histories of "company jumping" and leaving companies owing debit balances. Vector One is the insurance industry’s only source for this very important information…it’s database of agents with commission-related debit balances is not publicly available: It can only be accessed by Vector One subscribers via Vector One’s secured web portal, and is the only database of its type. Credit reporting agencies only track consumer transactions; an agent’s debit balance is a commercial transaction, and cannot be obtained from a credit reporting agency. Again, this is not public information…there is no other source. Vector One is truly “due-diligence insurance” for the insurance industry.

Edmond J. Walters
Founder and Chief Executive Officer

Edmond J. Walters is Founder and Chief Executive Officer of eMoney Advisor, a wealth planning and management solutions provider for financial advisors. The Company’s award-winning a web-based wealth-planning tool, offers an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client's needs. Industry leaders, such as Mass Mutual, New York Life, LPL, New England Financial, CBIZ, PricewaterhouseCoopers and AIG have adopted the eMoney system as the foundation of their wealth management services.

Prior to forming eMoney Advisor in 2000, Mr. Walters spent more than 20 years in the financial services industry, advising high net worth clients. From 1983 to 1992 he was associated with Kistler, Tiffany & Company in Wayne, PA. In 1992, Walters helped found the Wharton Business Group, a financial advising firm, in Malvern, PA.

A thought leader in the area of technology-based solutions for financial services, Mr. Walters has been published in the Wall Street Journal, New York Times, USA Today, SmartMoney.com, Advisor Today, National Underwriter and CPA Wealth Provider. He has been a guest on Dow Jones Marketwatch and Forbes.com Video Network and his comments have appeared in Investment News and Dow Jones Newswires, among others. Mr. Walters serves on the Boards of Arthur Ashe and Health Benefits Direct.

Mr. Walters is a graduate of Villanova University. He is married and has two children.

Mr. Paul Lee, Vice President, Sales
Sales Activity Management

Sales Activity Management is more than just our name... it is the belief that we all have the potential to achieve great things and activity management doesn't leave success to chance. It is a concept that inspires, builds confidence, empowers and helps people become their best. We are a field-driven company that believes every sales professional deserves the best tools and leadership to help them succeed and grow. Our goal is to make success available to everyone. The company was founded by a veteran insurance agent committed to success who was both determined to get the block of business he managed growing again and frustrated at the high turnover of salespeople in his organization. He set out to find the answers and to make a difference.

Knowing that "success leaves clues", he looked back at the times he had the most sales success in the past and found these common threads: it was when he was very focused and kept close track of how many clients and prospects he was calling on daily. After realizing this, he decided that he needed to get back to the basics and in control of his workday, and became a time management junkie, attending many of the popular time management courses available and listening to so many audiotapes that his car was practically a university on wheels. He studied about many of the most successful sales leaders and organizations in the country and became convinced that you can't manage time — at least not literally — you can only manage activities. "As a matter of fact," he thought, "activities are the only thing you really can control."

James Lloyd Motivational Humorist JamesLloyd.com	Michael Kerley Senior Vice President Federal Government Relations The National Association of Insurance and Financial Advisors mkerley@naifa.org

Michael Meade President, Meade Marketing LTD Industry Consultant michaelmeade7@aol.com	Michael Lovas, C.Ht. About People, Inc. michael@aboutpeople.com www.aboutpeople.com

Ben H. Wolzenski, FSA, CLU Consultant, Distribution Solutions RGA Financial Group, L.L.C.	Jerry B. Stillwell, CLU, ChFC, RHU, LLIF, LUTCF Senior Vice President & Chief Marketing Officer Lafayette Life Insurance Company

Byrd Baggett www.byrdbaggett.com byrd@byrdbaggett.com	Donald W. (Butch) Britton President of ING U.S. Life Business Group

Brian Holloway, President & CEO H. Center for Competitive Excellence TEAM BUILDING GURU America's #1 Celebrity Motivational Speaker