#NAILBA38 Agenda

Wednesday, November 6, 2019

100 Exhibitors Confirmed for #NAILBA38! As our way of saying THANK YOU for your support of #NAILBA38, all exhibitors and sponsors are invited to join the NAILBA Board of Directors, NAILBA Foundation Board of DirectorsPast Chairs of NAILBA and the NAILBA Team. Contact Shara Wells to make sure you are on the invite list. All attendees must RSVP.
  • 6:00 PM - 8:00 PM Carrier Dinners & Events (Invitation-Only)
Special THANK YOU to all Carriers who host events for their clients both on-site and off-site. This adds value to the NAILBA Annual Meeting and we appreciate your continued support.

  • Now is the time! Register for #NAILBA38 HERE.
Thursday, November 7, 2019
  • 11:30 AM - 1:30 PM LifeMark/ BRAMCO Partners Luncheon (Invitation-Only)
Special THANK YOU to LifeMark Partners & BRAMCO for hosting this annual event for their member agencies. This adds value to the NAILBA Annual Meeting and we appreciate your continued support.
  • 12:00 PM - Exhibitor Set-Up
  • 12:00 PM - 3:00 PM Registration Open! Register HERE.
    • Badges? We ain't got no badges! We don't need no badges! I don't have to show you any stinking badges!
    • Please note, ALL NAILBA 38 Access Points will have Badge and Security Checkpoints. All attendees to Exhibit Hall, General Session, Workshops, Mooers Dinner, etc. will have badge check. No badge, no entry, no exceptions.
    • There is no need to just "hang out" in the hotel bar (really?), there are several options to attend #NAILBA38
    • Register HERE.
  • 3:00 PM - 5:00 PM Opening General Session
    • Opening Ceremony
  • Welcome to #NAILBA38
    • Dan LaBert, CEO, NAILBA
  • State of the Association and Chairman's Award Presentation
    • 2019 NAILBA Chair, Myra Palmer
Professional development update. What is going on in the industry? Strengths, weaknesses, opportunities and threats? Regulatory challenges anyone? Be sure to hear from the NAILBA Chair on what your agency should prepare for in 2020 and how NAILBA is helping you Belong, Connect and Grow.
  • Legendary NFL Player & Cancer Survivor Jim Kelly
    • Sponsored by Prudential Financial
From a young boy in East Brady, PA to his days as an NFL Hall of Fame Quarterback, to the tragic loss of his son, Hunter, to his personal battle with cancer, Jim has shown courage to overcome every obstacle he has faced. At NAILBA 38, he will share his journey of perseverance including his insights on teamwork, leadership, survival and the importance of security NAILBA members help ensure.
  • Chief Economist Dr. Bob Baur
    • Sponsored by Principal Financial Group
Bob is the managing director and chief global economist for Principal Global Investors, and is a vice president for the Principal Financial Group. In these capacities, he establishes and directs global economic policy and strategy, oversees and conducts macroeconomic and quantitative research, forecasts economic trends and anticipates market movements. At NAILBA 38, Dr. Baur will discuss economic factors from 2019, the potential forecasts for 2020, and what issues are expected to sustain a bear (or bull) market.
New for 2019, the NAILBA ID 20 award will honor a diverse group of insurance professionals who are the most fascinating trailblazers, change-makers or architects shaping the future of independent distribution. The award will recognize pioneers who have made important contributions to the insurance profession, not only for those on the inside but also for the public. In some cases, honorees will be well known, but in other instances, the award will recognize people who have made important, but unheralded contributions. These are people who inspire us by their intelligence, creativity, and leadership.
  • 5:00 PM - 6:15 PM TMA Reception (Invitation Only)
Special THANK YOU to The Marketing Alliance (TMA) for hosting this annual event for their member agencies. This adds value to the NAILBA Annual Meeting and we appreciate your continued support.
  • 6:00 PM - 7:30 PM Exhibit Hall Opening Reception
    • Sponsored by Nationwide Financial
Do you remember last year's exciting opening reception? Well, here we go again! Join us for this year's exciting Opening Reception Sponsored by Nationwide Financial. This festive affair will kick off the 2019 NAILBA Annual Meeting with some Texas flair! Here’s what you can expect:
    • A variety of food and refreshing beverages, inspired by the local Texas flavor;
    • Musical acts and entertainment to keep you moving throughout the evening;
    • Fun engagement activities in our Exhibit Hall with Interactive opportunities to meet new colleagues and greet returning friends!
    • The opening reception is complimentary to all registered attendees and exhibitors.
  • 8:00 PM - 10:00 PM NAILBA Rock Star Event
    • Sponsored by Prudential, Securian, NAILBA, NAIFA and exclusive IMO sponsor Lifemark/ BRAMO
    • Interested in sponsoring and being on main stage? More Information HERE.
After a two-year hiatus, be sure to join 300-400 of your closest NAILBA Friends for NAILBA Rock Star. What is this event? Well, call it battle of the Carriers, Techies, Vendors, Life Settlement Groups via Karaoke. Attendees will enjoy Open bar, DJ Bill Coady and full dance card of performances. Who can forget these performances: Uptown Funk, What Does the Fox Say and Dancing Queen?

  • What are you waiting for? Register for #NAILBA38 HERE.
Friday, November 8, 2019
  • 7:00 AM - 7:00 PM Exhibit Hall Open
  • 7:00 AM - 8:15 AM Breakfast in the Exhibit Hall
  • 8:15 AM - 2:30 PM General Session
  • 8:15 AM - 8:30 AM Dan LaBert, CEO, NAILBA
  • 8:30 AM - 9:15 AM General John Kelly
    • Sponsored by AXA Equitable Life Insurance Company
General John Kelly, is the former White House Chief of Staff, Secretary of Homeland Security and the former head of U.S. Southern Command. He is one of the U.S. military’s longest serving commanders. He was one of five four-star generals charged by the president to lead the Department of Defense security cooperation in designated segments of the world. Kelly oversaw Central and South America and the Caribbean Sea, some 16 million square miles. General Kelly will motivate and engage NAILBA 38 attendees in a dynamic way. “Leading through Disruption.” He is a veteran communicator who will inspire you to implement bold action plans and create an unstoppable team!
  • 9:15 AM - 9:45 AM Re-imagining How You Digitally Engage, Serve and Communicate with Prospects and Customers to Unleash Market Growth. Larry Berran, iPipeline CEO
The life insurance and annuities industry has struggled to achieve growth during the past 10 years. The slow integration of digital technology and the traditional workforce have served as obstacles to expansion. In this discussion, Larry Berran, the new CEO of iPipeline, will discuss how iPipeline’s digital platform with data analytics, nationwide network, and effective agent and advisor outreach capabilities can leverage trigger events to unleash unprecedented industry growth.
  • 9:45 AM - 10:15 AM Coffee Break
    • Sponsored by Gerber
What is the future of your product? What should we be looking out for? What direction is the company moving in? What are your plans for independent brokerage distribution? Marketing? Technology? This session is part of NAILBA's 2019 Thought Leadership and Business Practices Initiative to help BGA Principals grow their agency business and further understand marketplace direction.
  • 10:45 AM - 11:20 AM Datashock: Artificial Intelligence, Connectedness, and Readying for the Big Data Future Jennifer Golbeck, PhD, Director, Social Intelligence Lab, University of Maryland
    • Sponsored by John Hancock
Part creepy and part surprise, the future is going to be driven by Artificial Intelligence (AI). Huge power lies in smart algorithms combined with the vast amount of big data generated by sensors, Internet of Things devices, and human behavior—from financial transactions to social interactions to increasingly trackable behavior. How will AI help members make better decisions? How will it affect or even potentially replace some human tasks altogether? How could it alter long-standing practices in your industry? Where do business opportunities lie in leveraging new technological capabilities, and how can associations prepare for these changes? The key, according to Dr. Jennifer Golbeck, is to focus on the strategic impact of these technologies. As Director of the Social Intelligence Lab at the University of Maryland, College Park, Dr. Golbeck not only studies the most cutting-edge developments in Artificial Intelligence up close, but she and her team create the types of algorithms that are making those types of advancements possible in the first place. Look at how scientists and companies are leveraging big social data to develop new insights into customers and what they want. Learn how to recognize disruptive AI, assess its potential, and prepare for a data- and algorithm-driven future.
Combined with main stage presentations (Ted Talk Style), deeper dive workshops and a companion business report, the 2019 Thought Leadership and Business Practices Initiative is a redefining of NAILBA’s value for Brokerage General Agencies (BGA). It is a platform developed to help mature BGAs and NextGen leaders overcome historical sticking points and navigate potential opportunities and threats.
  • 12:15 PM - 12:45 PM Panel Discussion Lasso the Growth in the LTC Market to Drive your Business. Moderator: Tracey Edgar, RN, BSN, CLTC, Vice President of Sales, Care Solutions, OneAmerica
    • Sponsored by OneAmerica
The need for LTC protection is growing. Baby Boomers are leading the pack, but GenX and Millennials are gaining ground as they see their own families wrangling LTC needs. Industry expert, Tracey Edgar, and a panel of market leaders will discuss when traditional options are the way to go, when to charge ahead with asset-based options, and how to drive conversations in your business, whether you’re a large agency or individual producer.
  • 12:30 PM - 2:00 PM Lunch in the Exhibit Hall
  • 1:30 PM - 1:45 PM NAILBA Board of Directors Meeting (Open Session)
  • 1:45 PM - 2:30 PM NAILBA Charitable Foundation Grantees Ceremony
    • Nearly 30 Grant Applications Received. Who will be named Col. J. William Felton III Grant Winner?
    • ACTION ITEM: Donate to the NAILBA Charitable Foundation ONLINE
The NAILBA’s Charitable Foundation has raised and distributed more than $3 million in donations distributed to more than 200 community organizations nationwide since the Foundation was established in 2002. During the 2018 fiscal year, NAILBA members and industry partners raised more than $230,000 to over 15 community organizations.
  • 3:30 PM - 3:45 PM Refreshment Break in Exhibit Hall
Bid early, bid often! Join us in the Exhibit Hall Town Square to support the NAILBA Charitable Foundation. Drinks aplenty! Most importantly, what will Steve Katz' custom suit look like this year?
The Douglas Mooers Award for Excellence is the National Association of Independent Life Brokerage Agencies’ most coveted and prestigious award. Named after NAILBA’s Founding Chairman, H. Douglas Mooers, the Mooers Award was established in May of 1986. This annual award honors excellence in brokerage and is bestowed upon the individual most committed to furthering brokerage and independent life brokerage as a distribution system.
  • Master of Ceremonies, Jeff Mooers, NAILBA Immediate Past Chairman
  • Incoming Chair Address, Chad Milner, 2020 NAILBA Chairman
Leaving early? Bad move. You will miss Chad Milner, NAILBA Chair Elect deliver his state of association speech and plans for NAILBA in 2020. Chad is CEO of The Milner Group (Georgia). The Milner Group and their affiliates are held in the highest regard by insurance carriers in the industry, which is evidenced by the fact that members of their organization have served on Agency Advisory Councils for many of the companies they represent.
  • Douglas Mooers Award Presentation, Jeff Mooers
  • Champagne Toast, Mark Pellicano
A signature moment of any Mooers Dinner, raise a glass and toast this year's Douglas Mooers Award recipient.
  • Award-Winning Actor, Kevin Pollak
    • Sponsored by Pacific Life

Kevin Pollak has established himself as both a comedic and dramatic actor, having appeared in over thirty films in the past decade. His ability to portray a wide range of characters has made him one of the first stand-up comedians to have a successful dramatic film career. Pollak played an attorney alongside Tom Cruise in A Few good Men, he was the lovable son of Jack Lemmon in the two Grumpy Old Men films, and he was the sociopath Todd Hockney in The Usual Suspects.

  • It's not too late! Register for #NAILBA38 HERE.

Saturday, November 9, 2019

  • 8:00 AM - 11:00 AM Exhibitor Breakdown/Load Out
*This schedule is subject to change without notice.