Pre-Conference Workshop:  NAFA Annuity Training (sponsored by NAFA) *additional fees apply

Opening General Session – How to Talk to an Underwriter

This panel presentation will teach BGA staffers WHAT is important when speaking with underwriters, HOW to get that information, and more!

Moderated by: Page Broadwater, The ASA Group
Speakers: 
Brad Gabel, FALU, FLMI, CLU, American General Life Companies
Myra Palmer, The Palmer Agency
Laurie Prevette, Equity Brokerage
Kate Roark, West Coast Life
Gene Zimmerlink, AVP Life Underwriting, MetLife

2:15 – 3:15 p.m. 

Life Insurance – 2009 Product Trends

Life Insurance Product Trends will be a 30-minute panel presentation overview of current life insurance products and services, followed by 30 minutes of “speed-dating” with vendors and carriers in small groups.

Speaker:  Paul Feldman, InsuranceNewsNet

Table Sponsors:
AgencyWorks, American General Life Companies, American Para Professional Systems, Coventry, Credit Suisse, EbixExchange, ExamOne, E-Z Data, Foresters Equity Services, Inc., ING, InsuranceNewsNet, Legal & General Life/Banner Life/William Penn, MetLife, Mutual of Omaha, PaperClip Incorporated, Portamedic, Prudential, Rolling Solutions, Superior Mobile Medics, and West Coast Life

 3:30 – 4:30 p.m.

Annuities – 2009 Product Trends

Annuities Product Trends will be a 30-minute panel presentation providing an overview of current annuity products and services, followed by 30 minutes of “speed-dating” with vendors and carriers in small groups.

Speakers: 
Steve Phillips, Creative Marketing/NAFA
Kim O'Brien, Executive Director, NAFA

Table Sponsors:
AgencyWorks, American General Life Companies, American Para Professional Systems, Coventry, Credit Suisse, EbixExchange, ExamOne, E-Z Data, Foresters Equity Services, Inc., ING, InsuranceNewsNet, Legal & General Life/Banner Life/William Penn, MetLife, Mutual of Omaha, PaperClip Incorporated, Portamedic, Prudential, Rolling Solutions, Superior Mobile Medics, and West Coast Life

4:45 – 5:45 p.m.

Long Term Care Insurance – 2009 Product Trends

Long Term Care Product Trends will be a 30-minute panel presentation providing an overview of current Long Term Care products and services, followed by 30 minutes of “speed-dating” with vendors and carriers in small groups.

Speaker:
Ron Hagleman, LTCI

Table Sponsors:
AgencyWorks, American General Life Companies, American Para Professional Systems, Coventry, Credit Suisse, EbixExchange, ExamOne, E-Z Data, Foresters Equity Services, Inc., ING, InsuranceNewsNet, Legal & General Life/Banner Life/William Penn, MetLife, Mutual of Omaha, PaperClip Incorporated, Portamedic, Prudential, Rolling Solutions, Superior Mobile Medics, and West Coast Life

Working Breakfast – Trends in Underwriting
Sponsored by an Anonymous Generous Sponsor
This breakfast presentation will provide an overview of current trends in underwriting.

Speaker: Hank George, FALU, CLU, FLMI

Workshop 1:    APS Summarization

This breakout session will provide additional information and instruction on how to summarize APS information so you will be able to provide more concise, effective APS Summaries, resulting in more accurate quotes and better customer service.

Speaker:  Hank George, FALU, CLU, FLMI

Workshop 2:    **NEW**

Analyzing Cycle Time & Workflow to Improve Efficiency & Effectiveness

It is easy to get stuck doing things “the way they have always been done.” But even processes that still work well can benefit from periodic analysis.  This workshop will show you HOW to look at your current processes to increase efficiency and effectiveness, and will give you multiple new ideas that you can implement TODAY to work smarter AND faster! 

Speaker:  Christi Daughenbaugh, CLTC, CSA, Borden Hamman Agency

Lunch with Closing General Session - Case Management in the 21st Century
Sponsored by Prudential

This open-forum discussion will allow agency case managers and staffers to get answers to your particular questions, and provide best practices and strategies in how to manage your caseload easily and efficiently. This session will also provide information and strategies on how to deal with the myriad technologies agencies deal with every day; working with different systems and programs, and information security and transfer.