We are ready to put some "Spring" into your step with a BIG EVENT for NAIFA and Society of FSP members on Thursday, April 25 at Mahoney State Park - with a Zoom option for those who cannot attend in person!

AGENDA (ALL TIMES LISTED ARE CENTRAL TIME)

8:30 AM - Check-in (coffee and juice available) 

9 to 10AM - Tax Benefits of Long-Term Care Insurance (1 hour CE program) presented by Ron Lee, JD CLU ChFC CAP, Mutual of Omaha

10 to 11AM - Economic Update 2024 (1 hour CE program) presented by Dr. Eric Thompson, University of Nebraska-Lincoln

11AM to 11:45AM - Lunch (buffet available for in-person attendees)

11:45AM to 12PM - Introductions & Announcements

12 to 1:15PM - Get the Sales Meetings That No One Else Can (Keynote) presented by Sam Richter, Hall of Fame Speaker

PROGRAM OVERVIEW

Tax Benefits of Long-Term Care Insurance  - This program will cover a variety of issues related to LTCi including premium treatment, taxation of benefits, funding considerations, state tax implications and more.  

Economic Update 2024 - Is the economy great?  Is it terrible?  Or maybe some of both?  A top UNL economist will cut through the media "malarkey" and lay out some things you and your clients need to know heading into the November elections and beyond.  

Get the Sales Meetings That No One Else Can -- In today's world, it's no longer enough to be interesting. To succeed in sales, you must be interested. What's important to the other person? How can you hyper-personalize your message so it gets noticed? When you know more, you'll find the right opportunities, at the right time, with the right message to get meetings with decision-makers that others only dream about. In this dynamic program, you will discover...

*A mathematically proven formula for revenue growth that reveals your best prospect companies, decision-makers, contact information, and ways to connect that generate positive responses. 

​*Jaw-dropping tactics for finding online information in ways that 99% never thought possible, using the tools you use every day, plus custom Sam Richter-built AI and ChatGPT intel resources.

*Techniques to identify opportunities using sales trigger events and powerful introductions, so you're calling on prospects who most likely need your product or solution right now. 

*How to transform the "R" in CRM into Relevance, to get past gatekeepers, make a great impression, gain permission to ask challenging questions, and provide long-term value.

FEATURED SPEAKERS

Ron Lee, JD CLU ChFC CAP - Vice President, Advanced Markets and Brokerage Field Relations with Mutual of Omaha.  Ron holds a 1991 - 1994 JD in Law @ Creighton University School of Law. His skill set includes Estate Planning, Business Succession Planning, Intergenerational Wealth Transfer, High Net Worth Individuals, Life Insurance and more, 

Dr. Eric Thompson - Department chair and Karl H. Nelson Professor of Economics, and the director of the Bureau of Business Research at the University of Nebraska-Lincoln.  Dr. Thompson has conducted a broad group of economic impact studies and works on demographic projections and analyses of economic development programs for Nebraska and cities in Nebraska. He also has conducted numerous economic impact studies for the Lincoln Department of Economic Development, the Omaha Chamber of Commerce, the Nebraska Department of Economic Development, various Nebraska industries, and Nebraska tourism attractions. 

Sam Richter - Sam is a distinguished Hall of Fame speaker renowned for his expertise in digital information. Sam is the only professional speaker who not only helps you discover the power of online intelligence, he also builds the AI and ChatGPT intel resources to ensure you experience immediate success. Throughout his career, he has crafted innovative programs and technology for both start-up companies and some of the world's most recognized brands.

CE CREDITS

Each of the two programs in the morning will provide one hour of Insurance credit for both NE & IA, along with 1 CFP® credit, 1 CLE Legal credit (NE), 1 CPE Accounting credit, and 1 Professional Recertification (formerly PACE) credit.

REGISTRATION FEE

Complimentary for NAIFA / Society FSP members,

$25 for all other attendees (regardless of which/how many programs you attend)

REGISTRATION OPTIONS

Register online by selecting the "Register" button

Call NAIFA-Nebraska Exec VP Joe Pittman at 402-397-0280 or e-mail him at [email protected] (be sure to indicate which session(s) you plan to attend, and if you will be there in-person or via Zoom

Zoom registrants will receive an e-mail with the login information a couple of days prior to the program date

QUESTIONS?  Contact NAIFA-Nebraska Exec VP Joe Pittman at 402-397-0280 or e-mail him at [email protected].