Join us for our Summer Extravaganza Tuesday, July 15 at the newly-remodeled Quarry Oaks Golf Clubhouse near Ashland!  We're planning two timely CE programs plus an exciting luncheon keynote program featuring DUSTIN JAMES!  

AGENDA

10:00 AM -- Check-in table open

10:30 AM -- Morning CE program -- "Unlocking the Power of Indexed Universal Life (IUL) Insurance” presented by Brian Leising CLU, ChFC, CASL -  Life Insurance Sales Director for Financial Brokerage, a Division of Art Jetter Insurance Marketing

11:30 AM -- Lunch Buffet and Networking Time

12:00 PM -- Luncheon Keynote -- "Humanize Before You Monetize – T.I.E. Relationships to Revenue" presented by Dustin James

1:15 PM -- Afternoon CE program -- "AI in Action: Transforming Underwriting, Coverage & Claims" presented by Michael L. Storey – Partner with Lamson Dugan & Murray LLP 

2:15 PM -- Social Time -- Stick around for a complimentary beverage and more networking time with your NAIFA friends and guests! Thanks to Jetter Insurance Marketing for sponsoring!

PROGRAM OVERVIEW

MORNING CE PROGRAM: "Unlocking the Power of Indexed Universal Life (IUL) Insurance”

Looking to sharpen your sales strategy and add more value to your client conversations? This fast-paced, practical session is built to help insurance professionals like you understand and confidently sell Indexed Universal Life. Whether you're new to IUL or just need a refresher, this session breaks it all down: how IUL works, why it’s attractive to clients, and how to position it as a powerful tool for income protection, retirement planning, and legacy building.  You’ll walk away with a solid grasp of IUL mechanics, crediting strategies, tax advantages, and real-world use cases — plus, talking points and tips you can use immediately. If you want to increase your IUL sales and deliver smarter solutions to your clients, this is the session for you.

LUNCHEON KEYNOTE: "Humanize Before You Monetize – T.I.E. Relationships to Revenue"

In the world of insurance and financial services, trust and connection are everything. Humanization is the secret sauce — because people always come before policies and portfolios.  This high-energy, insightful keynote is built specifically for advisors who want to deepen relationships, stand out in a saturated market, and drive real results. You’ll learn how to create authentic, lasting connections that keep clients coming back — and referring others.

Forget recycled scripts and canned pitches. This session is packed with fresh, actionable strategies tailored to today’s complex financial landscape. Discover how a sincere conversation, a timely follow-up, or a small gesture of care can transform everyday interactions into loyal, long-term relationships.  We’ll explore how to:

• Use intentional engagement to build trust with clients and prospects
• Balance business development with meaningful client service
• Leverage your time and energy to nurture both internal teams and external networks
• Transform client meetings into memorable, value-packed experiences

You’ll walk away with a new perspective on what it truly means to T.I.E. your relationships to revenue — by building trust, inspiring loyalty, and creating emotional value that lasts well beyond the transaction.  Get ready to humanize your approach and unlock the full potential of your book of business!  

CLICK HERE  to view a brief message from Dustin James about his presentation!  

AFTERNOON CE PROGRAM: "AI in Action: Transforming Underwriting, Coverage & Claims"

This program will cover how artificial intelligence is transforming the insurance industry. This session will explore the rapidly evolving role of Artificial Intelligence (AI) in streamlining underwriting processes, enhancing policy accuracy, and revolutionizing claims assessment. Attendees will gain a deeper understanding of how emerging technologies are shaping the future of risk evaluation and customer service.

FEATURED SPEAKERS

MORNING CE Program:  Brian Leising CLU, ChFC, CASL -  Life Insurance Sales Director for Financial Brokerage

Brian started placing business through Financial Brokerage in 2000 and ultimately joined as a marketer in 2001, making him a part of the team for 23 years. As Life Insurance Sales Director, Brian shares ideas that spark life insurance sales, makes product recommendations and suggests sales strategies to smooth the process and close sales. He values his behind-the-scenes role in assisting thousands of people with life insurance purchases, leveraging his knowledge and skills to help the advisors and consumers who need it most. 

LUNCHEON KEYNOTE:  Dustin James

To stand out in your industry you must learn that duplication will never create differentiation. Dustin James is an in-demand trainer, speaker, and coach who focuses on Humanization, creative selling, and peak performance.  Dustin understands the “reality in business” as a daily practitioner and a proven top performer in four different industries.  He employs creative growth strategies for territory development and leveraging the power of Humanization.   Offering realistic and proven tactics in how to build million-dollar territories. How to build a million-dollar business from idea to conception.  He loves seeing the teams he has helped to grow well over 30 million dollars.  His dynamic storytelling and actionable strategies equip and empower individuals to create, connect, and close more opportunities.  His businesses have been featured on Fox, ABC, NBC and CBS.  You’re sure to boost your sales and business relationships with Dustin James.

AFTERNOON CE Program:  Michael L. Storey – Partner with Lamson Dugan & Murray LLP

Michael L. Storey is a trial attorney and partner at LDM. He regularly defends physicians, healthcare providers, and hospitals against claims of medical malpractice before Nebraska and Iowa juries. When not in the courtroom, he also represents clients in professional licensure actions, insurance coverage disputes, and insurance defense matters, while assisting entities with crisis management before litigation begins. A two-time national champion debater at Creighton University, Mike continues to sharpen his analytical and oratory skills with each trial. Before joining the Firm, he clerked for the Nebraska Supreme Court, gaining a deep understanding of the appellate process and how to review cases wholistically. Outside of work, he enjoys spending time with his wife, Anne, and their three young children.

CE CREDITS

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

REGISTRATION

Register online or contact Executive VP Joe Pittman at [email protected] or 402-397-0280.  This is a FREE event for NAIFA members - with a $25 fee for non-members to attend.

We hope to see you there!