Exhibitor List

Advisys, Inc.

Booth:301

Advisys, Inc. - Helping NAIFA members Use Client Education, Motivating Calculators and Needs Analysis to Build and Enhance Their Business. 

Advisys: Insurance - Exclusive to NAIFA, Advisys: Insurance helps new advisors build their business, close more sales and build client trust and rapport through education. Simple, powerful client conversations, answering client’s questions. 

Advisys: Advanced - complete version designed help experienced financials build their practice, provide cross sell and up-sell opportunities, close more sales and help identify new opportunities through education and simple conversations on complex financial topics.

America's Health Insurance Plans

Booth: 107

America’s Health Insurance Plans (AHIP) is the national association whose members provide coverage for health care and related services. AHIP serves as a strong, unified voice for an industry that is leading the way in transforming health care. Tens of thousands of industry professionals rely on AHIP to provide first-class advocacy, education, and information on our changing health care system, covering topics such as delivery and payment reform, high-cost drugs, Medicare Advantage (MA), Medicaid, and provider networks.
America’s Health Insurance Plans (AHIP) is the national association whose members provide coverage for health care and related services. AHIP serves as a strong, unified voice for an industry that is leading the way in transforming health care. Tens of thousands of industry professionals rely on AHIP to provide first-class advocacy, education, and information on our changing health care system, covering topics such as delivery and payment reform, high-cost drugs, Medicare Advantage (MA), Medicaid, and provider networks.

www.ahip.org/courses

Ameritas Life Insurance Corp.

Booth: 111

At Ameritas, we are proud to be in the business of fulfilling life. We offer competitive insurance, employee benefits and financial products and services to customers nationwide. We work hard to understand our customers’ needs and to provide valued insurance and financial products and services to help meet those needs. Our goal is to help enable a life that’s rich in family, happiness, health and financial security. To learn more about Ameritas, visit ameritas.com .

 

APPS

Booth: 606

Arbor Day Foundation

Booth: 212
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 212 or visit corporategifts.arborday.org to learn more.

www.arborday.org

Braindate Lounge

Location: Expo Hall

Ask yourself… Who do you want to meet? What do you want to learn? What can you share with someone else? The Braindate app, matchmakers, and lounge take the luck out of networking and help you achieve meaningful one-on-one meetings. Create your P+P Braindate profile; search and browse other profiles to find people with shared interests, and schedule your face-to-face meeting in the Braindate lounge that will be located inside the Expo Hall at P+P. It’s your personal networking matchmaker.
 

Calsurance

Booth: 108

As a leading insurance broker, CalSurance Associates, a division of Brown & Brown Program Insurance Services, Inc. has over fifty years of experience delivering comprehensive insurance products, exceptional service, and proven results to thousands of financial service providers. We are NAIFA's preferred partner for member E&O.

CLTC

Booth: 505

CLTC educates insurance and financial professionals about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves. The goal is to give these professionals the proper skill set to discuss those consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan.

https://ltc-cltc.com/

College for Financial Planning

Booth:  624

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®,  FPQP™, and we partner with NAIFA to offer the LUTCF® Program!

 

Columbus Life

Booth: 610

Columbus Life offers Universal Life and Term life products along with single premium fixed annuities. Within the Ul product line, Columbus Life offers NLG, Index, traditional and second to die polices. The term product line includes 10,15,20&30 year terms. Living benefits are available on both UL and Term products as well.

DiCenso Consulting

Booth: 100

Practice Management Consulting. 

Examination Management Services, Inc. (EMSI)

Booth: 612
Examination Management Services, Inc. (EMSI) is the market leader in medical information services, providing powerful information for improved outcomes.  We have over 40 years of unwavering commitment in providing 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.

Examination Management Services, Inc. (EMSI) is the market leader in medical information services, providing powerful information for improved outcomes.  We have over 40 years of unwavering commitment in providing 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. 

www.emsinet.com

ExamOne

Booth: 204

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 Performance

Booth: 125

Sales Call Reluctance Training, Coaching and Assessments.  Helping salespeople get their "ask" in gear.

First Heartland Capital

Booth: 206

First Heartland offers an integrated approach to insurance, securities and managed money solutions to independent financial advisors working with one or all of our companies. We’re committed to providing independent objectivity and simplifying all aspects of an advisor’s business operations through advanced technologies, hands-on training and back-office support.
 

GAMA International

Booth 420

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.

www.gamaweb.com

Gateway Financial Advisors, Inc

Booth: 426

Financial and Insurance Services, since 1988.  Quality Life Planning, Taking the IF out of Life.  From Auto, Home, Life to Retirement and Investments we find solutions to allow for Dignity in Life.
 
www.GFAinvestments.com

Illinois Mutual

Booth: 222

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 distribution partners with respect and integrity.

www.IllinoisMutual.com

InsuranceNewsNet

Booth: 106

As the industry’s No.1 media source, InsuranceNewsNet exists to inform and inspire insurance and financial professionals by delivering the industry’s most comprehensive news, original insights and valuable education. From award-winning editorial and design to results-oriented marketing and strategy, everything we do is focused on helping agents run their practice and increase their bottom line.

Kansas City Life

Booth: 102

Kaplan Financial Education

Booth: 525

Kaplan Financial Education serves more than 2,000 clients, including 48 of the top 50 US financial institutions. We deliver professional education to organizations and business professionals around the world, including those who must comply with regulatory and continuing education requirements. Through classroom instruction, online courses, and best-in-class study materials, Kaplan Financial Education provides exam preparation to prepare individuals for securities licenses, as well as insurance licensing and continuing education credentials.

kaplanprofessional.com

Kelsey National Corp.

Booth: 313
www.kelsey.com

Leading Advisor Inc.

Booth: 408

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: 406

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: 123

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 product portfolio includes: Personal Accident, Critical Illness, Hospital Recovery and Long Term Care insurance.

www.yourlifesecure.com

LTM Client Marketing, Inc.

Booth: 210

LTM Client Marketing specializes in crafting and distributing effective marketing and communication solutions for financial planning, insurance and accounting professionals.

We have decades of experience in financial services client marketing. Each member of our team ensures that the high-quality, custom products developed and distributed on behalf of our clients not only keeps clients top-of-mind, but propels them to excel in their strategic business objectives.

LTM Client Marketing focuses on highly-effective customized financial service newsletters, greeting cards, calendars, postcards and other targeted marketing products, from concept to compliance, and production to distribution.

MGIS

Booth: 316

MGIS is a leading national insurance program manager experienced in building and managing specialized programs for medical professionals. We partner with the highest rated insurers and focus on group disability and life for medical practices of all sizes, types, and specialties.  Insurance policies managed by MGIS are backed by Sun Life Financial. We work exclusively through select brokers and benefit advisers.  MGIS services are provided by MGIS affiliated companies: The MGIS Companies, Inc., Medical Group Insurance Services, Inc., and MGIS Underwriting Managers, Inc. (DBA as MGIS Professional Insurance Solutions in CA and MGIS Underwriting Agency in NY).

MoneyGuidePro®, Created by PIEtech

Booth: 513
PIEtech, Inc.’s vision is that everyone needs and deserves a quality financial plan. PIEtech is the creator of MoneyGuidePro®, financial planning software, and myMoneyGuide®, a client-driven digital planning solution, and Best Interest Scout, a standardized, scalable client discovery solution. For more information on PIEtech’s powerful financial planning solutions, visit <a href="http://www.moneyguidepro.com"><u>PIEtech, Inc.’s vision is that everyone needs and deserves a quality financial plan. PIEtech is the creator of MoneyGuidePro®, financial planning software, and myMoneyGuide®, a client-driven digital planning solution, and Best Interest Scout, a standardized, scalable client discovery solution. For more information on PIEtech’s powerful financial planning solutions, visit http://www.moneyguidepro.com.
 

NAIFA - LILI

Booth: 309

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: 303

Finally - you can put your marketing on auto-pilot!

This new feature from ClientCast automatically emails personalized educational marketing content to your clients! System includes social posts, birthday and anniversary emails, too. You're welcome :)

 

NAIFA Learning Center and FSEdNet

Booth: 325

Welcome to the next level of eLearning—the NAIFA Learning Center. Our Learning Center is an innovative virtual platform designed for financial professionals who run and operate their own practice. You have access to hundreds of HD, high-impact sessions for all levels of experience, divided into four separate and distinct disciplines. It’s fully accessible anytime, anywhere through our mobile applications for professionals who are on-the-go. The NAIFA Learning Center provides hundreds of easy-to-use, easy-to-understand downloadable PDF pages to enhance your learning experience and industry understanding.

NAILBA

Booth: 424

The National Association of Independent Life Brokerage Agencies (NAILBA) is a nonprofit trade association with over 300 member agencies in the U.S. Since 1981, NAILBA has represented independent wholesale life brokerage agencies, leading the way in protecting your interests.
 

National Association of Professional Agents

Booth: 418

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: 511

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

Ohio National Financial Services

Booth: 414

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.joinohionational.com.
 

Personal Financial Snapshot

Booth: 306

Financial Planning Software designed by producers for producers. Principles-Based Planning. Simple. Logical. For advisors who focus more in the area of guaranteed products.

Principal Financial Group

Booth:507

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.

Redtail Technology

Booth: 110

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office, compliance-approved text messaging and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations.

Sallie Mae

Booth: 400

Sallie Mae (Nasdaq: SLM) is the nation's saving, planning, and paying for college company. Whether college is a long way off or just around the corner, Sallie Mae offers products that promote responsible personal finance, including private education loans, Upromise rewards, scholarship search, college financial planning tools, and online retail banking. Learn more at SallieMae.com. Commonly known as Sallie Mae, SLM Corporation and its subsidiaries are not sponsored by or agencies of the United States of America.

Sigma Financial Corporation

Booth: 224

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. Sigma Financial Corporation stands out as one of the last independent, mid-sized, Midwest broker-dealers. Founded in 1983, we now partner with over 600 representatives. We choose to maintain a manageable size to focus on personal, responsive service.

www.sigmafinancial.com

Society of FSP

Booth: 402

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.

 

Texas Farm Credit

Booth: 319

Texas Farm Credit provides flexible financing for rural real estate, homes, agricultural production and agribusiness. We also offer insurance that helps customers manage the risk in their lives and livelihoods. Our mission is to support urban and rural communities and agriculture with reliable, consistent credit and financial services, today and tomorrow. As a customer-owned cooperative, we always have your best interests in mind. We are part of the nationwide Farm Credit System, a network of cooperatives that was established in 1916.

The American College

Booth: 315

The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the US and offers prestigious financial planning designations such as the Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and much more. The College’s faculty represents some of the foremost thought leaders of the financial services profession.

The Taylor Method

Booth: 307

The Taylor Method is an online sales training system for insurance agents and financial advisors. It was created by Eszylfie Taylor, who is an ACTIVE, Million Dollar Round Table (MDRT) Top of the Table (ToT) producer, which puts him in the Top 1% of advisors worldwide. Additionally, when we add new content, it’s relevant and real-world stuff that's field-tested.

Unibind

Booth: 622

With a presence in over 120 countries, Unibind provides its clients with revolutionary binding systems and a complete range of accessories for their presentation needs.

www.unibindusa.com

VoiceLeads

Booth: 105

We are an exclusive lead provider of life insurance leads to include verified phone leads, voicemail leads, direct live transfers and Life and Health Agent Recruiting Leads. We work some of the largest IMOs in the industry and are a trusted and vetted source for quality leads.

www.voiceleads.us

White Glove Workshops

Booth: 112

Founded in 2015, White Glove Workshops is a digital marketing company based in Birmingham, MI that specializes in planning, managing and promoting educational seminars for professionals in a variety of industries, including finance, insurance, healthcare, real estate and more. The company offers a turn-key, risk-free, hands-free, guaranteed way for service professionals to grow their practice. White Glove Workshops coordinates educational seminars in libraries, community centers and restaurants across the United States, exclusively utilizing digital marketing to bring the right attendees to each workshop. For more information, visit       www.whitegloveworkshops.com.

Women in Insurance & Financial Services

Booth: 412

As the preeminent professional organization for women in the insurance and financial services industry, Women in Insurance & Financial Services (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, the mentorship program, and peer connection. 25 regional Chapters are active across the continental US and Alaska.

www.wifsnational.org