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2024-09-19 BROADCAST CE - 4 HOURS

 

Registration Fee:  NAIFA/SFSP Members - FREE

                              Non-Members - $45

 

Call 317-844-6268 for registration questions.

September 19, 2024

(All times are ET)

  8:15 am - In person registration
  8:25 am - Zoom login (broadcast only)
  8:30 am - Too Soon Old...Too Late Smart, D. Scott Brennan
  9:30 am - Speak On Purpose, Marlōn Hall
10:30 am - Business Continuation With Buy-Sell Agreements, Kevin Bontrager
11:30 am - All Things Related to Disability Insurance, David Plumb
12:30 pm - Dismissal

Register for live presentation 

OR

Register for Zoom Webinar

(Non-members call 317-844-6268 for payment prior to Zoom Webinar)


Session live from:
St. Joe County Public Library - Main Library (Room D)
304 S. Main Street, South Bend, IN 46601 (
map)

8:30 am - 9:30 pm

                      "Too Soon Old...Too Late Smart"


D. Scott Brennan

Financial Professional
The Brennan Group

(1 hour Indiana Insurance CE pending, 1 hours CFP CE pending, 1 hour CLE CE pending)

Scotty Brennan of South Bend, is a graduate of Indiana University.

 

He joined NAIFA as a senior in college and has been a member ever since. Twenty five years ago he was named Hoosier Life Underwriter of the Year.

 

He is a Past President of the Million Dollar Round Table and the Forum 400.

 

He is the seventy fifth recipient of The John Newton Russell Memorial Award.

 

He has been married to his beautiful bride, Robin, for over forty years. They have two adult daughters, one in Chicago and one in Indianapolis; along with two handsome grandsons.

Course Description

This session will discuss ways to grow as an individual.  If focuses on three main areas for growth:
 

  1. Your Life

  2. Your Brain

  3. Your Heart

Growth in each of these areas will better prepare you to focus on things that will improve your state of mind, your attitude, and your emotions, which will lead to a more satisfying and productive career and life.

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9:30 am - 10:30 am

                      "Speak On Purpose"


Marlōn Hall

Corporate Trainer and Professional Speaker
Founder & President, Association for Wholesaling Diversity (AWD)

(1 hour Indiana Insurance CE pending, 1 hours CFP CE pending, 1 hour CLE CE pending)

Marlōn Hall 2022.jpg

Marlōn Hall is a corporate trainer and professional speaker in the financial services industry. He trains and speaks to financial institution employees, from tellers to CEOs, throughout the Midwest in his role as a regional vice president with Jackson and throughout the US in his role as the author of the Speak on Purpose book and training curriculum.


Marlōn Hall earned his Associate of Science in Business Administration from Laramie County Community College in 2003. He went on to graduate with his Bachelor of Science in Business Administration from the University of Wyoming in 2005, where he served as a Senator representing the College of Business in the University of Wyoming Student Senate.


In 2006, Mr. Hall obtained his Series 7 and Series 66 securities licenses from the Financial Industry Regulatory Authority, then in 2012, he received his Certified Fund Specialist® designation from the Institute of Business & Finance. Originally from Chicago, he has lived in Michigan, Indiana, Pennsylvania, Wyoming, Montana & Colorado.


Marlōn Hall began his financial services career in 2005 on the teller line at First Interstate BancSystem as an inaugural member of its Management Training program. He went on to perform as a personal banker, licensed personal banker, licensed sales assistant, registered representative and sales & service center manager over the next 3 years.


In 2008, he served as an internal wholesaler of annuities and mutual funds at Jackson National Life Distributors, LLC, raising over $169 million in assets during his tenure. He earned his promotion to regional vice president in 2010 and has since raised over $950 million in assets in this role where he serves today. In March 2019, Mr. Hall published an excerpt from his book Speak on Purpose in 401(K) Specialist magazine. Speak on Purpose, became Amazon’s #1 New Release in Banking between April 15th 2019 and June 27th 2019.


Over the course of his career Marlōn Hall has been active in supporting his community in a range of initiatives.


He currently serves as chairman of the Association for Wholesaling Diversity, an organization he founded in 2016 primarily to heighten awareness of financial services employment opportunities in African American communities nationwide. Since 2006, he has volunteered for and contributed to St. Vincent de Paul Society, Junior Achievement USA, Pelotonia and Second Harvest Food Bank. Outside of work, Marlōn enjoys off-road jeeping and downhill skiing. He and his wife particularly enjoy the mountains surrounding St. Mary’s Glacier in Idaho Springs, Colorado and spend time there whenever possible.

Course Description

'Speak On Purpose' offers real-world, practical strategies for delivering your message with laser-like precision, generating more referrals between employees in different areas within your organization, managing irate customers more effectively, asking more potent questions in general and much more! Whether you are communicating with customers, clients, colleagues, employees, managers, loved ones or strangers, 'Speak On Purpose' will provide timely insight and actionable tactics you can implement immediately. This book is written for front line staff, front line managers, middle managers, senior managers and executives alike. All of whom can utilize the methods outlined within this book to improve multiple facets of their personal communication process. 'Speak On Purpose' can also be used as a guidebook for refreshing or completely revamping your entire organization's communication process. If you are not yet experiencing ideal outcomes as a result of every conversation or presentation, examine then execute the concepts laid out in 'Speak On Purpose.'

10:30 am - 11:30 am

                      "Business Continuation With Buy-Sell Agreements"


Kevin J. Bontrager, CLU, ChFC, AEP, WMCP, CAP

Partner and Private Wealth Advisor
Summit Financial Group

(1 hour Indiana Insurance CE pending, 1 hours CFP CE pending, 1 hour CLE CE pending)

Kevin has been guiding clients to plan for financial security since 2003. Growing up in a small-town family-owned construction business, he learned early on the value of hard work and excellence. He established himself as a leader by cultivating relationships based upon integrity, knowledge, and a commitment to listening well. He learned that a well-crafted financial plan—just like a quality crafted home—begins with a blueprint and a solid foundation.

He is a founding partner of Summit Financial Group along with Rob Hayworth and Randy Lehman. Kevin specializes in working with business owners, retirees and executives, with a focus on business planning and executive benefits. During his career in the financial services and wealth management industry, he has earned the professional designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), the Wealth Management Certified Professional (WMCP® ) and and Accredited Estate Planner (AEP®).

Examples of individual clients that have worked well with Kevin include the following:
 

  • Successful Entrepreneurs that think ‘Big Picture’

  • Pre-Retirees needing a second opinion on their retirement distribution strategy

  • Business owners that want to reward their employees and key management teams

  • Business owners facing tax challenges due to high income restrictions on retirement savings ability

  • Business owners getting ready to sell and anticipating a liquidity event

  • High Net Worth families that have estate tax and liquidity issues

 

Examples of business clients that have worked well with Kevin include the following:
 

  • Businesses that are 2nd to 4th generation needing to create a solid benefit package for recruiting, retaining, and rewarding

  • Businesses that have family and closely held ownership and are in need of a transition plan

  • Businesses that have any layer of key person management

  • Non-Profit Organizations and Churches that have creative employee benefit needs

 

Kevin and his wife Sherri are residents of DeKalb County and have five children. They enjoy serving at Central Ministries as Elders, catching lots of local school sports, promoting adoption, and supporting many other local nonprofit organizations.

Course Description

This presentation gives a primer on the issues involved with business continuation, particularly buy-sell agreements, so that you can more easily:

  • identify prospects (business owners) who might find it beneficial to use insurance products (e.g., life insurance and disability) in these situations;

  • speak intelligently and confidently with and confidently with such clients and their advisors on these topics;

  • help spot issues (and perhaps solutions) for clients and their advisors; and

  • determine when it might be worthwhile to bring in another financial representative (e.g. business planning specialist) with more expertise to pursue the case as a joint work endeavor.

This presentation is mainly concerned with agreements to continue the business in the event an owner parts due to disability, death, or retirement/termination of employment with the business.

Learning Objectives

  1. Identify prospects (business owners) who might benefit from succession planning and insurance products
     

  2. Be able to speak intelligently and confidently with such clients and their advisors on these topics
     

  3. Help spot issues (and solutions) for clients and their advisors

Kevin Bontrager 2024.jpg

11:30 am - 12:30 pm

                      "All Things Related to Disability Insurance"


David Plumb

(1 hour Indiana Insurance CE pending, 1 hours CFP CE pending, 1 hour CLE CE pending)

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David Plumb specializes in Income Protection. David has nearly 20 years as an insurance professional where he has held various roles on a carrier and agency level, all along promoting income protection solutions. In addition, he holds a CLU® and ChFC® from The American College of Financial Services as well as a BS degree in Finance and an MBA, both from Indiana University.

Course Description

The purpose and objective of this class is to do a deep dive into the area of income protection, which is the most overlooked type of protection plan out there. Many people underestimate their chances of becoming disabled, but it is higher than you may think. It all starts with you, as the advisor, having conversations with your clients and prospects and letting them know what is at stake, their income or lack thereof (which indeed is their most valuable asset). Producers who understand disability income insurance and recognize how and when it’s needed can help their clients and prospects add an important measure of security to their financial foundations.


The information is this class will help to educate your clients and prospects on the features of the various types of disability insurance and programs.

12:30 pm

 

Dismissal


Questions?  Call us at 317-844-6268.

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