Join your associates at one of the country's premier meeting locations for another exciting, educational and informative gathering of the National Insurance Marketing Executives.
   
Speakers

 

The Biggest Payoff

The Biggest Payoff delivers the One Strategic Idea that empowers businesses in maximizing ROI and sustaining growth. In addition, The Biggest Payoff helps organizations develop and sustain a work environment that increases cooperation, teamwork, and productivity.

Jeff Peden, The Great Ideas! Guy SM

For over two decades Jeff Peden has inspired thousands of people with great ideas on leveraging the power of relationships, creating business success, and achieving their goals. In addition to 30 years of hands-on experience, he has graduate degrees in Occupational Training and Development and in Counseling. Jeff brings clarity to initiatives, helping turn them into results. His practical message can benefit anyone who is willing to work toward becoming more effective every day.

His Moment of Success can be heard on radio station WKJK 1080 in Louisville on Mondays at 6:00pm. A member of the National Speakers Association, he is also Past President of the Kentuckiana Chapter of the American Society of Training and Development, and Vice-Chair of the University of Louisville Libraries.

Jeff lives in Radcliff, KY with his wife Nancy and their two dogs, Max and Wendy. He loves being out in the woods, listening to the sounds of nature, and reading really great books.

 

Michael Lovas, C.Ht.
About People, Inc.
michael@aboutpeople.com
www.aboutpeople.com

Credibility and Likeability
Research clearly proves that without credibility, there are few sales and even fewer referrals. But who knows the specific steps that build credibility? Michael Lovas does. He and his partner Pam Holloway have conduct extensive research and exploration into the psychology of credibility. They have identified the specific steps financial professionals need to take in order to improve their likeability and credibility. And, they’ve developed a system of skills required to achieve each step.

In this program you will explore the science, see the steps in the process, and learn some of the skills necessary to achieve each step along the way. .

Michael Lovas is a partner with the training and consulting firm About People. He helps organizations throughout the United States improve their profits by increasing their likeability and credibility!
"I teach advisors about niche marketing and talk to them about the importance of building their credibility and reputation. However, I've never seen anyone else go into credibility as in-depth as you have."



Past Speakers

 

Matt Thornhill, Founder and President
The Boomer Project
BoomerProject.com

Matt Thornhill, a thought leader in the field of Boomer studies, synthesizes the firm's proprietary research and third-party sources with feedback from his extensive personal network to develop you-heard-it-here-first insights into the Boomer consumer and emerging trends in Boomer behavior.

Matt partnered with SIR to bring the Boomer Project to life in early 2003. Besides overseeing research and consulting work for clients, he speaks frequently and leads workshops around the country.

He is co-author of the acclaimed new book, "Boomer Consumer: Ten New Rules for Marketing to America's Largest, Wealthiest and Most Important Demographic Group," and he contributes columns to the Boomer Project's "Viva the Vital!" column. He is quoted frequently by media around the world, and he appears as a speaker or workshop leader in events around the country more than 40 times a year.

 

 

William Driscoll
"Peak Pressure Performance"
WillyDriscoll.com

Running a business today is tougher, more challenging and stressful than ever. The competition is good . . . you and your people must be better. And that's exactly what you will learn: the balanced lifestyle needed to deal with today's ever-present tension, anxiety and stress. Performance levels and teamwork across your organization will jump immediately.

 

 

Mr. Barry Caponi
Caponi Performance Group
CaponiPerformanceGroup.com

Caponi Performance Group is, simply put, a sales improvement company focusing on immediate increase of top line revenue in ‘Business to Business’ selling environments. We deliver, as appropriate, the underlying methodologies and processes, and then tools and techniques necessary in each unique selling environment to achieve the stated goals of our client’s management. We are a founding partner in an organization called the International Alliance of Sales Trainers and Consultants. There are thirteen current members spread all across the U.S. and Canada. Together, we bring to the table over 250 man (and woman) years of experience and knowledge. That experience and inherent knowledge comes in the form of sales training, consulting, sales management, direct and indirect selling, marketing management and general management. We have spent the last two-and-a-half years researching the industries top selling tactical methodologies, processes, techniques and tools. When added to our own experience in different industries, selling models, products and services, we can now bring our collective experience to bear on, we believe, is virtually any sales challenge (yours). As we use our own methodologies in selling our own services, our approach is to use the questioning skills we teach in the Basic and Advanced Selling Skills and Questioning Skills Workshop to uncover the challenges, priorities and ROI models of each of our prospects before tailoring a program of sales training and/or consulting to address what we uncovered in as short a time frame as possible and in a measurable way.

 

 

Byrd Baggett
byrdbaggett.com
byrd@byrdbaggett.com

Why settle for success when you and your team can grow to significance?  Byrd Baggett is an expert at developing authentic leaders and passionately engaged teams.  Since 1990, he has helped numerous Fortune 500 companies and national associations achieve their goals.  His solutions have been featured in many publications, including Readers Digest, Bits & Pieces, Guide Posts, and Selling Power magazine.  He is the author of 13 books on the topics of sales, leadership, customer service, and motivation.  His books have sold in excess of one million copies and his book on sales - The Book of Excellence - has been published in nine languages.  His True Growth™ presentations are values-based and have proven to grow individuals, teams, and businesses to the richly rewarding Season of Significance.  Why settle for success?


 

Mr. Stephen Piontek
Editor-in-Chief, National Underwriter

Stephen Piontek is editor-in-chief of National Underwriter's Life & Health/Financial Services edition.He is responsible for day-to-day news operations, including the assignment, editing and placement of stories and graphic support. He is also responsible for the Editorial and Op-Ed pages, and writes a monthly column, The Editor's Edge, which comments on industry trends and current events. Mr. Piontek came to the newsweekly in 1980 after five years in the advertising and publicity department of a major book publisher in New York. After a series of promotions, he was named Managing Editor in 1989 and five years later was promoted to Editor. During his years as a reporter he pioneered coverage of financial services and financial planning for National Underwriter. Mr. Piontek has appeared as a speaker at a number of industry meetings and conferences. Mr. Piontek graduated cum laude from Brooklyn College with a B.A. in English. In 1998, he completed the Professional Publishing Course at Stanford University. 


 

Mr. Tom Weyer
Sales Vice President
AVIVA, USA

Tom's background in the insurance industry covers over 30 years in a variety of different levels.  He has been an agent, agency manager, trainer and most recently, sales vice president with Aviva. 
Tom is a graduate of Nortre Dame and is an active member of the university alumni association.
He is often asked to be the master of ceromonies for numerous events, primarily for his vast experiences and sense of humor.  Spending a few minutes with Tom will be a treat for everyone.

 


John E. Girouard, President, CEO Capital Asset Management Group &
Founder, The Institute for Financial Independence

John E. Girouard is founder and president of CAPITAL Asset Management Group of Bethesda, Maryland, formed in 1984 to provide average investors with the same professionalism, expertise, and freedom from conflict of interests enjoyed by the wealthy and corporations. The company currently manages assets of more than $180 million with a team of professionals serving more than 3,500 clients.

Girouard’s life mission and the focus of his business has been to educate clients about the inner workings of the financial services industry and to help them avoid the pitfalls and exploit the strategies used by corporations and individuals to create, grow, and protect wealth.

In 2006, Girouard took all of his investment-teaching experience and techniques and put them together under the umbrella of The Institute for Financial Independence, a unique investor-learning-center concept. The first Institute location opened in 2007 in Bethany Beach, Delaware, a community which has attracted a large number of people who are transitioning from their working years to retirement.

He documented his strategies and solutions in his popular 2007 book, “The Ten Truths of Wealth Creation,” which explains the concepts and strategies he teaches at The Institute. He has appeared on numerous radio and television programs, and been quoted in print and web articles. He also educates his colleagues, speaking at investment trade events, training professional investment advisors interested in following his independent approach.

He has served as an advisory board member of AETNA Financial Services (ING), American Capital Corporation, American Skandia (Prudential), National Planning Corporation (NPC), and AssetMark Investment Services among others. He has also received numerous industry recognitions including the Million Dollar Roundtable, the National Quality Award and the Joint Chiefs of Staff of Lafayette Life, the Presidential Council of Aetna and Guardian Life, and the Advisors Circle Award of the Oppenheimer Funds.

Girouard earned a BA in Economics from the University of Maryland and began his career by founding AGI Financial Services Inc. in Washington D.C., helping nonprofit and government executives and employees negotiate employment contracts and establish employee benefit and retirement programs. The success of AGI led to the founding of CAPITAL Benefit Planning Group, an employee benefits firm.

Girouard has earned numerous industry certifications including Certified Financial Planner (CFP®), Chartered Financial Consultant, Certified Fund Specialist, Chartered Life Underwriter, Certified Estate Analyst and Certified Senior Advisor.

He has served as a member of the Board of Governors to the University of Maryland College Park Foundation, and chair of the College of Behavioral and Social Sciences Finance Committee for the Alumni Association. He contributes his services to the National Children’s Center, a Washington, D.C. organization that works with children with developmental disabilities, the Washington Animal Rescue League, and The Human Incentive and Research Education Institute.

John Girouard lives in the District of Columbia with his wife of twenty years, a daughter and a son, and a menagerie of pets. His hobby is cooking.

 

Kim O'Brien
CFP, MBA, Executive Director, NAFA

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.

 

 

W Mitchell

The title of W Mitchell's latest book is also his philosophy on life -- "It's not what happens to you...it's what you do about it." This expert on taking responsibility for change shows his audiences not only how to gain perspective, but how to cope, and even better, to prosper with personal and professional change.

W Mitchell knows about challenge, change and courage -- all first hand. He speaks to you about the battles and the victories of life. From co-founding a metal casting company that put thousands to work, from his election as mayor and congressional nominee, from a fiery motorcycle accident that left him burned over 65% of his body, and from the airplane crash that took away his ability to walk, Mitchell now soars above the rest with grace, good humor and gumption.
Mitchell speaks with passion about the human spirit. He focuses on the positives of change--taking responsibility--and the proven result...himself.

"Before I was paralyzed there were 10,000 things I could do; now there are 9,000. I can either dwell on the 1,000 I've lost or focus on the 9,000 I have left."

 

 

David Smithkey
President
Security First Benefits & NAIFA

David is president/principal of Security First Benefits Corp. located in Flint, Michigan. The parent company was founded in 1924, and has continually served its clients by providing employee and executive benefits in the small group market. David has been very active in the industry and his community. He began serving the insurance industry by being elected as president of his local and state chapter of the National Association of Insurance and Financial Advisors. Still maintaining the passion for this great industry, David began working on the national level of NAIFA, and in September 2005, was elected their 115th president during their annual meeting in Baltimore. David is a proud member of NAIFA, AHIA, MDRT, AALU, SFSP, TAC, and NAHU. In his community he has served on the United Way Team, and is an honorary board member of the Genesee Valley Chapter of the Cystic Fibrosis Foundation. David is currently serving as Head Elder of Emanuel Lutheran Church in his home town of Flushing, Michigan. When David does find time for leisure, he enjoys golf, sky diving (no longer), and spending quality time with family and friends.

 

 

Bill Butterworth
Butterworth Communicators Institute

Bill taught at the college level for thirteen years and was a counselor for six years prior to his current passion for motivating men and women in the workplace. Because of his remarkable abilities, Bill was awarded The Hal Holbrook Award by the International Platform Association, whose past and present members include Mark Twain, Theodore Roosevelt, Bob Hope, and Elizabeth Dole. They consider him one of the select few to be named a Top Rated Speaker. Since 1988, Bill has traveled full time speaking to hundreds of audiences as small as 18 and as large as 18,000. Plus, Bill has addressed 26 teams in the National Football League, as well as over a dozen teams in Major League Baseball. Bill’s complete client list reads like a Who’s Who of corporations, associations, educational agencies and professional sports teams.

In 2004, Bill established the Butterworth Communicators Institute to train men and women to find their speaking voice and raise their speaking ability to the next level. The overwhelmingly positive response to BCI has been gratifying as students maximize their skills through this intensive, yet intimate three day workshop.

In the writing world, Bill’s latest contribution is a series of business books with the overall title On The Fly. The first two books are called On The Fly Guide to Balancing Work and Life and On The Fly Guide to Building Successful Teams. They are being published by WaterBrook Press, a division of Random House. Besides the On The Fly series, Bill has written over a dozen books including The Promise of the Second Wind and When Life Doesn’t Turn Out Like You Planned.

 

Anthony Galie Seminars
800-Goals-4-U
anthonygalie.com

A Psychotherapist with a B.A. Degree In Psychology from Rutgers University, Anthony Galie also attended Florida Atlantic University for his Masters degree.

In addition to his own practice as a psychotherapist, he is a published author in leading technical journals, and a columnist for key trade and industry publications. He has also been a guest lecturer for colleges and universities, and a consultant to such organizations as the American Cancer Society.

As a lecturer on the "The Subconscious Aspects of Business", Anthony Galie has regularly appeared before major industrial, manufacturing and business associations, medical groups, and major corporations throughout the United States.

His program is geared to defy logic -- because that is what stands in most people’s way. It deals with the subconscious - how to use it to develop positive outlooks, how to train it to improve concentration, and how to get it to achieve results.

He covers techniques to isolate problems and stimulate creative solutions. He points the way to understanding life trends, and the development of purpose. He teaches the power of suggestion, and how it is used on yourself as well as others.

In the last 17 years, Anthony has trained thousands of business people to get and stay focused on their goals with simple, practical, hands-on techniques that work.

 

 

Michael Lovas, C.Ht., AboutPeople AboutPeople.com

Mr. John Bledsoe, Speaker, Author, Consultant & MDRT Top of the Table Winner

Mr. Bob Artz, President - Polaris One PolarisOne.com

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

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

Larry Barton, PhD, The American College

Mr. Steve Gilliland

Bill Chaffin, President - Bill Chaffin Enterprises

Mr. Ellis Ferreira, President - Ferreira Tennis

David Smithkey, President - Security First Benefits & NAIFA

Maurice L. Stewart, CLU, ChFC, CLF

Anthony Galie - www.anthonygalie.com

Jack Wolf - www.jackwolflearning.com

 

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