#NAILBA41 Annual Meeting

Register | Exhibitor | Sponsor | Hotel | Agenda | Golf Casino Night | RockStar | Virtual


Preliminary In Person Event Schedule (subject to change without notice):

Sunday, November 13, 2022

  • 4:30pm-6:30pm - Sponsor & Exhibitor Thank You Reception: This private event is open to sponsors, exhibitors, the NAILBA & FINSECA Board of Directors, Past Chairs of NAILBA and the NAILBA Foundation Board of Directors. 

Monday, November 14, 2022

  • 7:00am-11:59pm - Friends of Bill - Hospitality Suite
  • 8:00pm-3:00pm - Exhibitor Setup - Tate Ballroom AB
  • 8:00am-12:00pm - NAILBA Board & Committee Meetings
  • 11:00pm-2:00pm - Private LIBRA Luncheon (Members Only & Invited Guests)
  • 12:00pm-7:00pm - NAILBA 41 Registration - Tate Ballroom Foyer
  • 2:30pm-3:30pm - Private TMA Reception (Members Only & Invited Guests)
  • 3:45pm-6:30pm - Executive Spotlight Session - Main Stage, Tate Ballroom C
    • 3:45pm-4:15pm: Welcoming Remarks
      • Dan LaBert, President of Brokerage & EVP @ Finseca
      • Marc Cadin, CEO @ Finseca
      • John Gilbert, Chairman @ NAILBA Brokerage Community & Board of Directors @ Finseca
    • 4:15pm-5:05pm: Keynote Speaker - Billy Beane - Moneyball: Lessons for Life and Business from Baseball's Best General Manager - Sponsored by Transamerica
    • 5:05pm-5:35pm: Keynote Speaker - Pamela Barnum - 3D Body Language Skills For Powerful Results: Display, Decode, Detect - Sponsored by Pacific Life Insurance Company
    • 5:40pm-6:30pm: Building for Scale – Industry Leader Panel Discussion - Sponsored by Ethos Life
      • Bryan Adams, CEO @ Integrity
      • Bruce Donaldson, CEO @ Simplicity
      • Scott Perry, Chairman & CEO @ AmeriLife
      • Luke Kaplan, President, Executive Life, Benefits & Annuity Brokerage @ Arthur J. Gallagher
      • Josh Simpson, Managing Director @ Goldman Sachs
      • (Moderator) Mark Hug, Managing Director @ Paradigm Partners International
  • 6:30pm-8:30pm - NAILBA 41 Exhibit Hall Grand Opening & Reception - Sponsored by Nationwide - Tate Ballroom AB
  • 9:30pm-12:00am - NAILBA RockStar Event (for all registered attendees) - Sponsored by Mutual of Omaha, Prudential, Retirement Genius, Securian Financial - Tate Ballroom C
    • Featuring a special performance by Thomas Ian Nicholas Band

Tuesday, November 15, 2022

  • 7:00am-11:59pm - Friends of Bill - Hospitality Suite
  • 7:30 AM to 9:00 AM - Breakfast & Exhibit Hours - Exhibit Hall, Tate Ballroom AB
  • 8:30am-12:30pm - NAILBA 41 Opening General Session - Main Stage, Tate Ballroom C
    • National Anthem - Performed by Dex Umekubo
    • Washington Update & Election Results Panel Discussion
      • Armstrong Robinson, Chief Advocacy Officer @ Finseca
      • Jay Heimbach, Consultant @ Tiber Creek Group
      • Ken Kies, Lobbyist/Consultant @ Federal Policy Group
      • Jeff Ricchetti Co-Founder @ Ricchetti, Inc.
    • Keynote - Joe Montana - Lessons of Preparation, Teamwork and Performance Under Pressure - Sponsored by John Hancock Insurance
    • Coffee Break - Exhibit Hall, Tate Ballroom AB
    • Research Results - Relationships Between Producers and Intermediaries
      Key challenges facing brokerage distribution through interviews with internal SMEs and results of 2021-22 survey
      David Levenson, President & CEO for LIMRA and LOMA - Sponsored by S&P Dow Jones Indices
    • Future of Distribution – IMO Leader Panel Discussion - Sponsored By AgentSync
      • Jim Duff, President @ Tellus &  Sr. VP @ Crump Life Insurance Services, Inc.
      • Tim Klusas, President & CEO @ TMA
      • Bill Shelow, President & Chief Executive Officer @ LIBRA
      • John Ziambras, President & CEO @ AimcoR Group
      • (Moderator) Mark Holweger, President & CEO Legal & General America
    • Keynote Speaker - Daniel Pink - Beyond Resilience: A New Path to a Strong Culture - Sponsored by Corebridge Financial (AIG)
  • 12:30pm-1:00pm - NAILBA Members Only Meeting - Main Stage, Tate Ballroom C
  • 12:30pm-4:00pm - Exclusive Exhibit Hours, with Lunch Sponsored by TruStage Preplanning Solutions - Exhibit Hall, Tate Ballroom AB
  • 2:00pm-3:30pm - Risk Appraisal Forum - Mustang 6
  • 2:30pm-3:30pm - Afternoon Break
    • Coffee & Refreshments - Sponsored by DTCC - Exhibit Hall, Tate Ballroom AB
    • Whiskey Tasting - Sponsored by Transamerica - Exhibit Hall Booth #301
  • 5:30pm-6:45pm - NAILBA Charitable Foundation Live Auction & Cocktail Reception - Exhibit Hall, Tate Ballroom AB
  • 6:45pm-11:00pm - Exhibitor Breakdown & Move Out - Exhibit Hall, Tate Ballroom AB
  • 7:00pm-to 9:55pm - Douglas Mooers Award for Excellence Dinner - Sponsored by MassMutual Strategic Distributors, North American, Prudential - Tate Ballroom C
    • Table Sponsors: Corebridge Financial, Lincoln Financial Group, Mutual of Omaha, OneAmerica, Pacific Life
    • The 2022 NAILBA ID 20 Awards - Sponsored by Prudential
    • The 2022 Douglas Mooers Award for Excellence - Toast by MassMutual Strategic Distributors
    • Mooers Dinner Entertainment: Bob Eubanks presents Backstage with the Beatles and Ticket to Ride Beatles Tribute Band - Sponsored by North American
  • 10:00 PM to 12:00 Midnight NAILBA Charitable Foundation Casino Night - Sponsored by Mutual of Omaha, NGL, Ambina Partners - Texama 1-3

Wednesday, November 16, 2022

  • 8:00 AM to 1:00 PM NAILBA Classic Golf Tourney @ Cowboys Golf Club
  • 1:45 PM to 3:00 PM NAILBA Classic Golf Reception  @ Cowboys Golf Club
Confirm Your Company Presence at NAILBA 41!
  • Learn more about opportunities to sponsor and exhibit at NAILBA 41 HERE
  • Be sure you are at the best-in-class event for all of independent distribution!