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NAIFA_LosAngeles-2
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NOOR Events Hall, Pasadena
October 13, 2022
9 am - 5 pm

Agenda

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10:00 - 10:40 am

Welcome & Opening Session

Steve Cain

10:40 - 11:10 am

Steve Cain

Cracking the Long Term Insurance Planning Code

Tom Michel

11:10  - 11:30 am

Tom Michel, LACP
Immediate Past President, NAIFA National

NAIFA State of the Union

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11:30 - 11:50 am 

NAIFA-California Distinguished Service Award Presentation

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11:50 am - 12:40 pm

Networking Lunch

Stacey McMahan from Pacific Life

12:40 - 1:10 pm 

Stacey McMahan, JD, CLU, ChFC

Opportunities Abound! Planning for Business Owners Using Life Insurance

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1:10 - 1:40 pm 

Session from Westpac

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1:40 - 2:10 pm

Reverse Mortgage Session

Joe Jordan

2:10 - 2:55 pm

Joe Jordan

Retirement Planning Strategies

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3:00 - 5:00 pm

Happy Hour

 

Registration

NAIFA, FSP & WIFS Members: $65

Non-Members: $75

Table of 10: $600

Register

Speakers

Joe Jordan

Financial Expert & Best Selling Author

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Financial Expert & Best Selling Author

Joe Jordan

Joe Jordan, inspirational speaker, and behavioral finance expert, is the author of the award-winning book, Living a Life of Significance. The book has sold over 125,000 copies, is translated in five languages, and was featured in Nick Murray's "The Advisor's Essential Library".

Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department.

Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.

STACEY MCMAHAN, JD, CLU, ChFC

Director Advanced Designs at Pacific Life

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Director Advanced Designs at Pacific Life

STACEY MCMAHAN, JD, CLU, ChFC

Stacey joined Pacific Life's Advanced Designs Unit in 2008. Previously she worked in private practice, focusing on professional liability defense. Stacey received her Bachelor of Science (B.S.) degree in Chemistry Education from The Ohio State University, and her Juris Doctorate (J.D.) degree from Pepperdine University School of Law, where she was honored with the Dean's Award and Dean's List.

While at Pepperdine, Stacey studied abroad in London, United Kingdom, interned with a British barrister, and was a member of the top London Moot Court team. She also holds the Chartered Life Underwriter and Chartered Financial Consultant designations and is a member of the State Bar of California and the United States District Court (Central District of California).

Outside of work, Stacey enjoys traveling, running, cheering on the Ohio State Buckeyes, and spending time with her family.

Steve Cain

Director Sales & Business Development Leader at LTCI Partners

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Director Sales & Business Development Leader at LTCI Partners

Steve Cain

A 25-year veteran of the insurance industry, Cain started his insurance career after playing two years of minor league baseball. When he returned home to Los Angeles, he took a temporary job providing support for a company specializing in long-term care (LTC) insurance. He learned about LTC from his job, but he learned its value from watching his mother handle LTC events for both of her parents. He saw the impact dealing with LTC without proper planning had on her and knew he needed to help families like his own.

In addition to LTC insurance, Cain also helps clients with disability insurance, employee and executive benefits, and life insurance planning. He works primarily with two segments of the market—he partners with financial service professionals as their LTC specialist and works with clients in the group market.

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