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Kathleen Bilderback, JD, LL.M., AEP, founding member of Affinity Law Group, LLC, will present at the 2011 NIME Fall Membership Meeting in New Orleans, LA, September 18-20, 2011, about changes to current estate planning laws and practices before the country’s leading wealth advisors. Bilderback’s presentation, “Shifting Sands: Estate Planning Strategies for the Current Environment,” will be an up-to-the-minute discussion about Washington’s approach to the estate tax, its impact on advisors’ clients and sustainable planning strategies. Bilderback, recognized as one of the country’s leading estate planning attorneys, specializes in estate, business and executive benefits planning, and estate and executive compensation planning with life insurance. Before co-founding Affinity Law Group, she was a member at of the Advanced Markets Group of MetLife and GenAmerica Financial where she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries. She received her undergraduate degrees in Accounting and Theatre from St. Louis University, and her law degree and LL.M. in Taxation from the Washington University School of Law in St. Louis. Bilderback is the recipient of the Gary I. Boren Memorial Award for attaining the highest overall grade point average in the LL.M. program.
Dale Alexander is the founder and President of Alexander & Company, an employee benefit and investment brokerage firm entirely focused on the school community. Over 70,000 employees’ families are benefiting from employee benefits services that his firm provides through their individual school districts. He
has been featured in numerous business periodicals, and was awarded
the national employee benefit advisor of the year by Employee Benefit
Adviser magazine. He knows he is in the business solely to change lives, and hopes to have you believe you are too. In his presentation, Dale will share four traits to create success in a new world of insurance and financial services.
Mike Walker is Senior Vice President of Insurance Risk Management at Wells Fargo. In this role, Mike is responsible for all aspects of insurance risk management for retail life and annuity insurance products sold across the Wealth, Brokerage and Retirement channels. Mike oversees the life/annuity enterprise market security function that evaluates the financial strength of our life/annuity carrier partners. In this role, he serves as the chair of the enterprise life/annuity carrier financial strength committee charged with approving and monitoring the life/annuity carrier partners. Mr. Walker has over 30 years experience in a variety of roles in the insurance industry. Mr. Walker attained a B.S. in business from David Lipscomb University as well as his MBA from the McColl School of Business at Queens University. Mike has attained his CPCU (Certified Property and Casualty Underwriter) and his CIC (Certified Insurance Counselor) designations and remains active in both organizations. Mike currently serves on the board of managers for the Johnston YMCA in Charlotte, NC.
Larry is a consultant, author and professional speaker. He is founder and president of TeamMax®, Inc, a leadership consulting firm specializing in maximizing people’s potential. He also pioneered measuring behavior change in “real time” to improve interpersonal performance. He has written five books and over one hundred articles. His most recent book, 97 Ways to Improve Your Sales Career, is scheduled to be released in November 2010. His next book, Charismatic Leadership and is scheduled to be released in early 2011 by Turner Publishing. He is also a co-author of the True Growth Leadership eBook series. Larry is recognized for championing the concept that frustration is your best friend®. He started his career in AR on the faculty of Arkansas Tech University before serving as the Executive Director of a mental health center. For the past two decades he’s helped people in a variety of organizations work together more efficiently. He has served on the faculty of a variety of leadership institutes and currently works with the True Growth Academy. Larry has a Ph. D. in psychology from the University of Oklahoma.
Most teams have challenges, whether it’s a management change, a merger, or internal communication. These inevitable challenges are having a devastating affect on corporate performance and profitability. Byrd Baggett helps businesses deal with one of the most prevalent problems in today’s fast paced, high-tech world – disengaged teams. Byrd’s mission is to reconnect teams by teaching them the skills essential to developing relationships that stand the tests of time and change. His solutions have been featured in many publications, including Reader’s Digest, Bits & Pieces, Guide Posts, and Selling Power magazine. For over 15 years, Byrd has helped numerous Fortune 500 companies develop passionately engaged teams. Whether he’s preparing to speak to a corporate sales force or a management team, Byrd does his homework before he delivers his program. Through on-line surveys, phone interviews, and even onsite meetings, Byrd examines organizations from the inside to uncover the issues that sabotage peak performance. Then it’s program time, and to say that Byrd works magic is an understatement. Byrd’s repeat-invitation rate is a remarkable 90%! For example, the world’s largest insurance company turns to Byrd again and again to motivate their agency force and sales management team. Why do organizations continue to bring Byrd back to work with their teams? It’s because he works like a laser surgeon who identifies the problem, then systematically goes about changing the mindsets that contribute to the issues that hold teams back. Byrd’s common-sense solutions come from experience…
Byrd Baggett is the right choice if you’re looking for one of the top business speakers in the country who builds passionately engaged championship teams. His track record is one that guarantees success. Teams leave his programs with the tools and “fire” that bring out their best. Byrd is the choice for teams that want to win. It’s that simple.
Paul graduated from Providence College with a BA in Economics and graduated from Bryant University with a MBA in Management. He has worked as an agent for Knights of Columbus Insurance, Metropolitan Life and The New England. Paul worked in the home office of Commercial Union Life Insurance Company, now known as Aviva Life Insurance Company. While there he worked in customer service and form filing for all 50 states. Currently he is working as a Forms Analyst in the Georgia Department of Insurance, Ralph T. Hudgens Commissioner. Paul has been in the insurance industry for 30 years.
Norm
Trainor is the President and CEO of The Covenant Group, referred
by many as “The Business Builder.” He formed The Covenant
Group (TCG) in 1995, where his team has amassed and diagnosed research
on top performing professionals, distilling that research into The
8 Best Practices & Business Builder concepts. TCG educates and
coaches entrepreneurs, providing them with the necessary business
tools to enhance their performance and achieve new levels of profit
and productivity. TCG works with some of the world’s largest
institutions and has client networks across North America, Europe
and the Caribbean, specializing in helping financial services organizations
grow market share and increase productivity by improving the practice
development capability of their owners, managers, advisors and agents. Norm is an international speaker; the author of the best-selling books, The 8 Best Practices of High-Performing Salespeople & The Entrepreneurial Journey; and writes for a variety of advisor and investment publications to share the wealth of knowledge he has acquired. Norm will inspire Marketing Executives to think strategically about building their business by outlining the five phase process of the Business Builder model:
From
Football Field to Business Field… Super star at both
Biting the Fiduciary Bullet: When they're running you out of town, get at the head of the line and make it look like a parade! Congress has been dealing with financial reform and deciding whether insurance agents and registered representatives will be fiduciaries. Since fiduciary equals commission disclosure, there's no lack of opinion on this hot topic. Are we fiduciaries? Will we be? If the Brits couldn't do it - how do we conduct our business; indeed, how do we stay in business? How do we market to businesses and consumers with the commission Sword of Damocles hanging over our head? Dick's done it all - he was a 25-year successful insurance agent in business and estate planning in the San Francisco Bay Area; then in senior management of a life insurance company; more recently an independent consultant to family offices (2008 “production” was in excess of $1 Billion permanent insurance). He's the author of “Life Insurance as an Asset Class,” and the 2010-2011 Secretary of the Society of Financial Service Professionals. His lifelong work in ethical selling and support of agents dealing with daunting compliance issues brings him to our industry's greatest challenge: fiduciary practice standards and commission disclosure. This presentation is designed to inspire new thinking and creative responses so that the industry and its professional agents can continue to thrive in an increasingly challenging legislative and compliance environment.
The goal was to graduate from college and then enter the construction business with his father, one of the largest contractors in Ohio. But during his junior year, tragedy struck. His father’s cancer was diagnosed as terminal. A year later, the family’s second-generation business was liquidated for pennies. All was lost. There were no assets, except for the insurance money that has comfortably supported his mother for the past 30 years. That was his introduction to insurance; a tragic but compelling experience that created a passion for the insurance industry. After
having his work aspirations dashed, his former college football
coach approached him about a career in the insurance industry. Beginning
his career in Kalamazoo, Michigan, his early sales success catapulted
him to winning the company’s new agent of the year. Two years
later he transitioned to sales manager, winning the top Sales Manager
in the country with the Principal Financial Group his first year.
He moved to Greensboro, NC as Agency Manager in 1980 and rapidly
built an initial 3-agent office to the #1 agency in the U.S. –
a Master Award Agency, one of the largest 100 financial agencies
in America. Krumroy began his career in the insurance business in
1973, transitioned into management in 1976, and built one of the
100 largest financial services agencies in the United States –
specializing in working with business owners. He qualified sixteen
times for the National Management Award and was awarded the prestigious
Master Agency Award – given nationally to only 100 managers
yearly.
Jim is President of 3 interrelated companies that
provide financial services to IRA & retirement plan owners.
Jim is the founding President of a CPA firm that does tax planning
and preparation. The 2nd company is a law firm that limits its practice
to estate planning & the drafting of wills and trusts and beneficiary
designations of IRAs and retirement plans. The 3rd company is a
registered investment advisory firm that provides cutting-edge Roth
IRA conversion strategies and conservative money management. All
3 companies are located in Pittsburgh in one location where he has
been practicing for the last 30 years.
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.
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.
GREG BENNICK is not a run of the mill speaker with a message cloned from a hundred other keynoters. He is not someone who is going to embarrass you or make you look foolish in front of your group. Instead, Greg Bennick is, quite simply, a dynamic and exciting presenter and one of the most entertaining keynote speakers in the nation. Greg blends ideas and entertainment into a presentation that engages audiences immediately and leaves lasting impact. His message is “Get Involved” and he offers four different presentations with this theme:
Greg can customize his “Get Involved” message for your event. Do you want to inspire your audience and leave them laughing? If the answer is “yes”, then hire a keynote entertainer. Keynote speakers speak to audiences. Keynote entertainers transform audiences. Consider getting audience responses like these after a recent convention. One attendee said “You were so FUNNY” as another said “Incredible. I took a page of notes!” The impact of funny and smart is what makes Greg Bennick unique. Greg offers a 100% money back guarantee on every presentation. The decision is easy. You have worked hard to plan your event. Now, make it perfect by inviting Greg Bennick as your presenter to share his perspectives, ideas, and creativity with your group. A list of satisfied clients from around the globe including Fortune 500 and other companies, trade associations, major universities, and more is available on Greg’s comprehensive website at: www.gregbennick.com.
Tim Berry is the IRA expert at Strategic Advisors. Tim is a nationally known expert and contributing author and Senor Adviser leading the way with current up-to-date information concerning IRA assets. When it comes knowing to knowing what is best for your IRA, you want to consult with Tim Barry. Tim Berry is a nationally recognized specialist on what you can and cannot do with IRA assets. Tim is often invited as a distinguished guest to lecture on continuing education courses for CPAs and other professions involving Wealth Management. Tim earned his Bachelor of Science degree in Economics from Fresno State University. At Fresno State Tim received the honor of being named by the college economics faculty as the Outstanding Graduating Student. He then advanced his career as a stock and commodities broker, he went on to graduate from the Seattle University Law School and become a member of the Washington State Bar. Tim earned his Bachelor of Science degree in Economics from Fresno State University. At Fresno State Tim received the honor of being named by the college economics faculty as the Outstanding Graduating Student. He then advanced his career as a stock and commodities broker, he went on to graduate from the Seattle University Law School and become a member of the Washington State Bar. Tim
Berry continues to stay in touch with current legislation and provides
educational courses on the topic of IRAs, for CPAs, Enrolled Agents,
and Financial Planners. In fact, the Financial Planner’s Association
selected his presentation as the Best of the Summit. Additionally
he has been quoted in Journals such as Morningstar and Personal
Real Estate Investor
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.
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Kathleen
Bilderback, JD, LL.M., AEP
Dale
Alexander, CLU, ChFC, CFP
Mike
Walker 
Larry
Cole, Ph.D.
Byrd
Baggett
Paul
Clark CLU, FLMI, AIE
Norm
Trainor
Alan
Veingrad
Richard
M. Weber, MBA, CLU, AEP®
Robert
Krumroy
Jim
Lange, CPA/JD
Jeff
Peden, The Great Ideas! Guy
SM
Greg
Bennick 
Tim
Berry 
Matt
Thornhill,
Founder and President
NIME
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