Exhibitors

Advisys, Inc.

Booth 101
No company does more to help you be your best when you’re face to face with your clients or prospects. From your first appointment to analyzing needs and presenting solutions, only Advisys does it all. We combine the best and most complete client education and presentation materials with tools that quickly produce trustworthy results, all in one easy to use, customizable application.
• Over 600 educational and concept pieces on all types of financial topics.
• 11 needs analysis that help drill down on client needs.
• Over 50 quick and easy financial calculators to motivate action
• FINRA reviewed and compliance approved

American National Worksite Benefits

Booth: 200
American National Worksite Benefits is leading provider of innovative worksite benefit products that meet the needs of all types of employers groups, associations and individuals. Our insurance products available for worksite or individuals include Short Term Disability, Accident, Limited Medical Plans, Critical Illness, Cancer, Hospital Indemnity, Whole and Term Life. With a history of a strong commitment to integrity, we have built our company on quality service and developed our business to provide customers with the right products and services.
www.slaico.com

Ameritas

Booth 213
We make insurance EASIER for you and your clients!

Specializing in DI, life insurance and more, we partner with producers to help them find new buckets of money for their agencies. We focus on making the process simpler for you, whether you work with individuals, small groups and/or major corporations!

The group division of Ameritas Life Insurance Corp. has served customers since 1959 and today provides dental, vision and hearing care products and services, insuring or administering benefits for more than 6 million people nationwide. To learn more about Ameritas, visit ameritas.com or ameritasinsight.com.

APPS

Booth: 239
www.appslive.com

Arbor Day Foundation

Booth: 232
Make a deeper connection with your clients with help from the Arbor Day Foundation. As a dedicated tree planting organization, we can help you honor those you serve while supporting critical environmental work around the globe. Celebrate their milestones — birthdays, anniversaries, new babies, home purchases — with Give-A-Tree Cards and Trees in Celebration certificates. Trees in Memory cards are also a thoughtful touch when a life insurance policy is redeemed. Stop by Booth 232 or visit corporategifts.arborday.org to learn more.
www.arborday.org

Asset Life Settlements, LLC

Booth: 218
Asset Life Settlements has a proven track record in the life settlement industry. The company’s founders, Jeff Hallman and Scott Thomas, have more than 30 years combined experience as life settlement brokers and have transacted more than $4 billion in policy face value. As an active member of the Life Insurance Settlement Association, the company is dedicated to obtaining the “fair market value” for unwanted life insurance policies. Located in Orlando, FL, and authorized to do business in 44 states, Asset Life Settlements is compliance driven and strongly committed to industry best practices and earning the trust of professional advisors and their clients.
Learn more at www.assetlifesettlements.com.
 

Certification for Long-Term Care, LLC

Booth: 233
 

College for Financial Planning

Booth 139
The College for Financial Planning is the leading institution focused on meeting the education needs of financial services professionals. Founded in 1972, the College created the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and has trained over 135,000 professionals. Flexible instructor-led/Web-delivered classes featuring eBooks and interactive quizzes bring the classroom to your home or office. Graduates of the College are consistently ranked as the best financial advisers in the nation. Designations awarded include the AAMS®, AWMA®, CRPC®, CRPS®, CMFC®, RP®, and we partner with partner with NAIFA to offer the LUTCF® Program!

Columbus Life Insurance Policy

Booth: 103
 

Copytalk LLC

Booth: 207
Copytalk has provided industry-leading, secure transcription services to financial professionals and prominent companies since 2001. As the leader in mobile transcription services, our security protocols involve best-in-class data privacy & protection within the guidelines of financial industry standards. Copytalk’s transcriptions are sent over secure servers, via encrypted email, or directly into CRM tools. Why Copytalk? • Build client relationships by capturing important client details. • Focus on revenue-generating activities. • Send emails & directives to your teams.
www.copytalk.com/NAIFA

DiCenso Consulting

Booth 339
Practice Management, Visions, Strategy, Direction, Marketing, Mergers and Acquisitions

EMSI

Booth: 202
Examination Management Services, Inc. (EMSI) is the market leader in medical information services, helping clients make informed decisions and improve the lives of those they serve. Building on over 40 years of unwavering commitment, EMSI provides its insurance services customers with leading-edge medical record retrieval services, paramedical examinations, electronic application fulfillment services and more. For details, contact us at 800.530.0560, ext. 3337 or Examination Management Services, Inc. (EMSI) is the market leader in medical information services, helping clients make informed decisions and improve the lives of those they serve. Building on over 40 years of unwavering commitment, EMSI provides its insurance services customers with leading-edge medical record retrieval services, paramedical examinations, electronic application fulfillment services and more. For details, contact us at 800.530.0560, ext. 3337 or insurancesales@emsinet.com. emsinet.com emsinet.com
www.emsinet.com

ExamOne

Booth: 230
ExamOne is committed to ensuring the underwriting requirement process is quick and convenient for applicants, agents and home-office personnel. Our services include data gathering, paramedical examinations, laboratory testing and consultative analytics, designed to assist life insurance companies in fair, objective evaluations on mortality risks of applicants. Working together over 40 years, we have helped millions of families purchase life insurance. But our work isn’t done. We can still help more Americans without life insurance protect their families. We are committed to this challenge by providing you with innovative tools and simplified processes—resulting in a more satisfied applicant.
www.examone.com

Exceptional Sales Perfomance

Booth: 209
Sales Call Reluctance Assessments, Coaching and Training. We help salespeople get their "ask" in gear
www.exceptionalsales.com

Feel Good, Inc.

Booth 306
Feel Good, Inc. provides portable TENS (transcutaneous electrical nerve stimulation) units offering wide variety of benefits, including alleviating back, nerve and diabetic pain and migraines. Our units can also improve circulation, sleep patterns and have been shown to decrease the use of pain relievers that can cause negative side effects.

First Heartland Capital

Booth: 206
 

FreedomCare

Booth 308
FreedomCare specializes in your Minimum Essential Coverage and Captive Solutions for your business clients. Use a captive to maximize financial advantages to your client.

GAMA International

Booth 326
GAMA International is the only association dedicated to promoting the professional development needs and leadership skills of first-line and front-line leaders in the insurance, investment, and financial services industry.

Gateway Financial Advisors, Inc

Booth: 107
 Insurance and Financial Services Independent Producer Group
www.GFAinvestments.com

Illinois Mutual

Booth: 220
Illinois Mutual helps people achieve and safeguard their financial security by providing competitive disability income insurance, life insurance and workplace insurance solutions. For more than 100 years, we have focused on delivering the best personal service to our policyowners and our distribution partners with respect and integrity. To learn more about our business and our company values, please visit www.IllinoisMutual.com.
www.IllinoisMutual.com

Insurance Coach U

Booth: 237
Insurance Coach U is a training and development company dedicated to producers and managers in the financial services industry. We offer individual and group coaching and other programs designed to give you immediate and dramatic results with your productivity, energy, time and organization to ensure that you meet your goals. Go to Insurance Coach U is a training and development company dedicated to producers and managers in the financial services industry. We offer individual and group coaching and other programs designed to give you immediate and dramatic results with your productivity, energy, time and organization to ensure that you meet your goals. Go to http://www.insurancecoachu.com/free-book and download for free of our eBook, What Every Great Sales Person Knows – A No Nonsense Guide For Sales Success written by Bob Arzt CLU, ChFC, LLIF. Free collaborative coaching sessions are offered. Contact us for more information. 510-671-6226 and download for free of our eBook, What Every Great Sales Person Knows – A No Nonsense Guide For Sales Success written by Bob Arzt CLU, ChFC, LLIF. Free collaborative coaching sessions are offered. Contact us for more information. 510-671-6226
www.insurancecoachu.com
 

Kansas City Life Insurance Company

Booth 336

Kaplan Financial Education

Booth: 219
Kaplan Financial Education leads the financial education industry with the most study tools and delivery methods available from any single provider, including self-study, live classroom, and online options. Our dedication to education can be seen in our learning strategy, known as the Kaplan Way. Our faculty and instructors are not just experienced academics...they're practitioners who know what it takes to pass the exams and succeed in the real world. Offering exam prep and continuing education for insurance licensing, securities, and CFP® certification, Kaplan gives your team an edge in a competitive world. Get started today by visiting www.kaplanfinancial.com.
www.kaplanfinancial.com

Kelsey National Corp.

Booth: 217
www.kelsey.com

Leading Advisor Inc.

Booth: 225
Leading Advisor Inc. Since 1997 Leading Advisor has been working with Financial Services Professionals to go beyond the mechanics of success. Leading Advisor’s coaching program pulls back the curtain and allows clients to understand what holds them back from realizing their greatest potential. Simon doesn’t motivate; he educates and mentors clients so they can inspire themselves, thus being able to transform their businesses creating fulfilling, rewarding, and sustainable success.
www.leadingadvisor.com 

Life Happens

Booth: 221
Life Happens is a nonprofit organization dedicated to helping Americans take personal financial responsibility through the ownership of life insurance and related products, including disability and long-term care insurance.
www.lifehappens.org

LifeSecure Insurance Company

Booth: 204
At LifeSecure, we believe insurance should be easy to understand, effortless to buy and simple to use. We are dedicated to providing a different kind of insurance experience to help create a better future for our customers. LifeSecure Insurance Company was founded in 2006 as a Michigan-based company, which quickly expanded to a national presence. Our current portfolio of insurance products includes: Personal Accident, Hospital Recovery and Long Term Care.
www.yourlifesecure.com

NAIFA - LILI

Booth 137
The NAIFA Leadership in Life Institute (LILI) is devoted to advancing your personal growth, business practices, and professional skills. Through this six-month leadership program, NAIFA members explore professional and personal topics with the goal of enriching every aspect of their lives -- from family to business to association. Topics include time management, vision and mission statements, effective relationships, business plans, and emotional intelligence.

NAIFA ClientCast

Booth: 236
NEW: This service is now COMPLETELY turnkey! Does email marketing and social media always gets pushed to the bottom of your priority list? We’ve developed the solution: The Real Wealth Content Marketing System. You can now schedule beautiful emails and social media posts at your convenience. Or… we can even do it all for you. Come chat with us!
www.NAIFAClientCast.com

NAILBA

Booth 320
The National Association of Independent Life Brokerage Agencies (NAILBA) is the premiere insurance industry organization promoting financial security and consumer choice through the use of independent brokerage distribution. NAILBA serves as the national association of life, health, and annuity insurance distributors, with over 300 member agencies throughout the United States. Since 1981, NAILBA has represented independent wholesale life brokerage agencies, leading the way in protecting your interests.

National Association of Professional Agents

Booth 138
The National Association of Professional Agents (NAPA) is dedicated to providing valuable benefits and services to the financial services industry since 1989. NAPA continues to support NAIFA in its quest to recruit agents and brokers who are focused on the delivery of financial services to the consuming public. NAPA provides benefits for the NAIFA agent or broker as well as anyone affiliated with the NAIFA member. NAPA has one of the most comprehensive E&O Insurance programs that cover agents, brokers, RIAs, Real Estate agents and notary publics.
Please visit www.napa-benefits.org

National Insurance Producer Registry (NIPR)

Booth: 117
The National Insurance Producer Registry (NIPR) is the premier public-private partnership supporting the work of the states and the NAIC in re-engineering and streamlining the insurance producer licensing process through uniformity. Available products include the Producer Database (PDB); electronic applications for Non-Resident and Resident Licenses (initial and renewal); Attachments Warehouse - a licensing tool that electronically receives, stores and shares, with regulators, licensing related documents that are submitted by producers/authorized submitters; and the ability to submit a Contact Change Request (CCR) electronically.
www.NIPR.com

National Purchasing Partners

Booth: 216
National Purchasing Partners is one of the largest group purchasing organizations in the nation. NPP negotiates discounted rates on products, and passes the savings to our members. Owned by a non-profit healthcare facility, our proceeds contribute to the medical center’s crucial research initiatives. Membership is free and there is no obligation to purchase. Visit www.mynpp.com to learn more.
www.mynpp.com

Ohio National Financial Services

Booth: 300
Tracing its corporate origins to 1909, Ohio National markets a variety of insurance and financial products through more than 50,000 representatives in 49 states (all except New York), the District of Columbia, Puerto Rico and through affiliated operations in South America. Additional subsidiaries operate in New York and Connecticut. Please see www.ohionational.com.
www.ohionational.com

Pain Away

Booth: 227
 

PIEtech, Inc, creator of MoneyGuidePro

Booth: 224
PIEtech℠, Inc.’s vision is that everyone needs and deserves a quality financial plan. PIEtech℠ is the creator of MoneyGuidePro, the industry’s leading financial planning software, myMoneyGuide, a client-driven digital planning solution that allows firms to broadly offer financial planning, and Best Interest ScoutTM, a standalone, scalable discovery solution to help firms of all types obtain necessary client information to comply with the Department of Labor (DOL). For more information on PIEtech℠’s powerful financial planning solutions, please visit PIEtech℠, Inc.’s vision is that everyone needs and deserves a quality financial plan. PIEtech℠ is the creator of MoneyGuidePro, the industry’s leading financial planning software, myMoneyGuide, a client-driven digital planning solution that allows firms to broadly offer financial planning, and Best Interest ScoutTM, a standalone, scalable discovery solution to help firms of all types obtain necessary client information to comply with the Department of Labor (DOL). For more information on PIEtech℠’s powerful financial planning solutions, please visit http://www.moneyguidepro.com..
www.moneyguidepro.com

Principal Financial Group

Booth: 203
Principal helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals - offering innovative ideas, investment expertise and real-life solutions to make financial progress possible. To find out more, visit us at www.principal.com.
www.principal.com

Sigma Financial Corporation

Booth: 201
Sigma Financial Corporation partners with professional financial advisors committed to growing their practices in an ethical manner. We provide comprehensive financial planning tools, products, and services that support our representatives’ efforts in helping their clients achieve financial success. Founded in 1983, Sigma Financial Corporation stands out as one of the last independent, mid-sized, Midwest broker-dealers. We choose to maintain a manageable size to focus on personal, responsive service.
www.sigmafinancial.com

Society of FSP

Booth 109
The Society of FSP is a multidisciplinary community of accomplished financial professionals representing the spectrum of financial services. We are a unique organization in the financial services arena, offering opportunities for networking both nationally and locally, high-quality educational programs, and world-class resources within personal reach through our 100+ Chapters. Providing our membership with the tools to build strong networks, enhance their professional development, and grow their practices, FSP is committed to building relationships and expertise that elevate the industry and empower the highest level of ethical client service possible.

 

The American College of Financial Services

Booth: 238
The American College of Financial Services is the nation’s leading educator of professionals in the financial services industry. The College serves over 35,000 students predominantly on a distance education basis and offers an array of specialized designation programs, a Master of Science degree in financial services, customized continuing education programs and more. Visit www.TheAmericanColleg.edu.
www.theamericancollege.edu

Unibind

Booth: 226
Unibind provides clients in over 120 countries worldwide, with revolutionary binding systems, and a complete range of accessories for their presentation needs. Unibind systems professionally bind documents in 90 seconds, and provide a large assortment of presentation options including personalized hard cover books.
www.unibindusa.com

Velocify

Booth 316
Velocify® designs sales acceleration software to help high-velocity sales teams turn more prospects into customers. More than 1,500 companies streamline, automate and optimize their sales processes using Velocify. Our software delivers a prescriptive approach to selling and surfaces actionable performance insights to ensure salespeople stay focused on activities that lead to more sales.

VoiceLeads

Booth: 226
We are Voice Leads, a marketing firm specializing in generating exclusive voicemail leads or direct live transfers for life or health insurance agents. Our lead system has your returning voicemails left by clients asking your to call back or you can field live phone calls from prospects who are interested in purchasing insurance.
www.voiceleads.us

Women in Insurance & Financial Services

Booth: 302
As the preeminent professional organization for women in the insurance and financial services industry, WIFS is dedicated to attracting capable women to the insurance and financial services sector, developing their talents and advancing them toward their fullest potential. WIFS plans programs and delivers benefits tailored to the needs of its membership. Members benefit from monthly educational webinars on a variety of business and professional development topics, mentorship program and peer connection.
www.wifsnational.org