Date(s) - 11/16/2018
9:00 am - 1:30 pm
Glen Oaks Country Club
Keynote Speaker and CE Opportunity
Fall is here and this is one of our most important Big Events of the year! Please join us for continuing education courses delivered by CUNA Mutual Group, a Business Builder with Integrated Plan Design/Term Lifextender, lunch, our final quarterly member meeting and a keynote presentation by Lincoln Financial Group.
Please plan to bring a non-member guest to introduce the value of NAIFA membership to peers in our industry.
9 a.m. -1:30 p.m. Glen Oaks Country Club
Schedule of Events
9 – 10:50 a.m. Morning CE Sessions, Jason S. Alicea, Regional Vice President of CUNA Mutual Group (Two 1-hour CECs)
- 9-9:50 a.m. Client Attitudes and Wealth Transfer: Women and Children First
- 10-10:50 a.m. The Road to Retirement: Client Planning Today to Meet Goals Tomorrow.
About Jason Alicea
Jason joined CUNA Mutual Group in 2018, after more than two decades of experience with firms including Protective Life, Ohio National, AIG and Putnam Investments. Jason has a bachelor’s degree in Finance from the University of Colorado at Denver. Jason lives in Kansas City with his wife Aimee, and her two children Sydney and Grant. With a strong background in annuities, retirement planning and capital markets, Jason is driven to help financial advisors with creative and unique investment and sales, strategies. Jason has his Series, 6, 63, 7, Life & Health licenses and has his CRC and NSSA designations.
11 – 11:50 a.m. Business Builder Workshop, Jeffrey Rachlin, ChFC, CLU – Director of Distribution, Integrated Plan Design LLC
Do you have clients over 60 whose term insurance and or conversion option is ending? Would they like to maintain their coverage for an additional 5 or 10 years at an affordable cost? Would you like to generate a new commission? This Business Builder will help you understand your options for your clients to extend life insurance coverage beyond the expiration of their current term insurance.
About Jeffrey Rachlin Prior to joining Integrated Plan Design LLC, Jeff founded and ran a number of financial services companies, including Eastview Trust Company – a specialty trust company that provided financial advisory and IRA custodial services to investors who held non-traded alternative investments in their IRA accounts and Financial Planning Associates, Inc. (FPA) – a comprehensive financial planning and wealth management firm that specialized in working with physicians at large academic medical institutions. He has lectured to groups of professionals on changes in the pension tax law and has appeared numerous times on national television as a financial consultant. Jeff is an alumnus of Amherst College and the University of Massachusetts.
Noon – 12:30 p.m. Lunch & Member Quarterly Meeting
12:30 – 1:30 p.m. Keynote Presentation, Waukee APEX Students
Students from the Waukee Community School District will present on the Aspiring Professional Experience offered by the school district. These inspiring students will inform members about the program and courses as well as background on the Insurance & Risk Management Course along with a summary of a project the students are working on. You’ll learn how about an Investment Competition that the students are doing and how mentors like our NAIFA Central Iowa members are helping them advance the skills and knowledge to prepare them for investing and exploring possible careers in our industry.
Special Thanks to Big Event Sponsor: Integrated Plan Design
Register for this event
Bookings are closed for this event.