NAIFA-California Sales Summit 2025

Sacramento,-California---State-Capitol-Slide

Sacramento
Sales Summit

March 25, 2025

Summit Home Agenda Register Now Legislative Day

March 25, 2025
1:00 pm - 6:00 pm

Embassy Suites
100 Capitol Mall
Sacramento, CA 95814

The NAIFA-California Sales Summit on March 25, 2025, is a must-attend event for insurance and financial professionals looking to sharpen their skills and grow their business. Held the day before Legislative Day on the Hill, this high-impact summit delivers top-tier education, industry insights, and networking opportunities designed to empower professionals at all career stages.

This year’s summit features an incredible lineup of speakers. Shane Westhoelter, AEP, CLU, LUTCF, LACP, Founder/CEO of Gateway Financial Advisors, will share key lessons from growing his business to $30 million in revenue and how advisors can implement these strategies. Devon Brosnahan, CRPC®, a Practice Management Consultant, will present on the power of vision in business success, and Wesley Dickerson of Cambridge Investment Research will offer expertise in business development strategies.

Throughout the afternoon, attendees will gain practical, actionable strategies on sales techniques, client engagement, and business growth, all designed to help advisors elevate their practice. The event will conclude with a networking reception, providing a valuable opportunity to connect with industry peers, exchange ideas, and build meaningful relationships.

Don’t miss this opportunity to gain fresh insights, refine your sales approach, and prepare for a powerful Legislative Day on the Hill experience. Stay tuned for the full agenda and speaker details. Register today and take your business to the next level!

Additionally, our annual Legislative Day will be held the day after our Sales Summit, on Wednesday, March 26th for NAIFA-California members only. Check out our Legislative Day page for a full agenda and to register now.

Sales Summit: $50.00 Members | $75.00 Non-Members

Legislative Day: $75.00

Sales Summit AND Legislative Day: $125.00/Members or $150.00/Non-Members

Speakers

Lesson’s I Have Learnt Growing to $30M in Revenue

Shane Westhoelter, AEP, CLU, LUTCF, LACP

Shane Westhoelter is the Founder/CEO of Gateway Financial Advisors, Inc., Gateway Insurance Group, Inc, and Gateway Insurance & Financial Services, LLC. Starting as an independent insurance agent in 1988, Shane went door to door and business to business to establish his client base. Today Gateway has over 200 offices nationally, has over $4.5 Billion of Assets Under Management, and does over $32 Million in gross Revenue.

Gateway provides dignity when it matters most. They help clients take the “if” out of Life, by helping them plan for What “if” I Live, What “if” I Linger, What “if” I Leave, What will be my Legacy? Through offering financial services and all lines of fixed insurance, employee benefits, and Property/Commercial insurance, the help clients plan for the expected and protect against the unexpected.

Shane is a frequent speaker, consults as a business performance coach, is a published author for Insurance Selling Magazine, Investment News, Insurance News, Estate Planning Council, Society of Financial Service Professionals and is own books, the most recent being “Quality Life Planning: Take the IF out of Life.”

He is or has been a member of the following industry organizations: National Association of Insurance and Financial Advisors (NAIFA), California – NAIFA, MO-NAIFA, Estate Planning Council (EPC), International Association of Financial Planners (IAFP), Financial Services Institute, Society of Financial Service Professionals (SFSP), Financial Planning Association (FPA), Qualified Financial Planners Association, (QFPA) General Agency Managers International Association (GAMA), Million Dollar Round Table (MDRT), Court of the Table (COT), Top of the Table (TOT), and serves numerous community/foundation and non-profit organizations; ALS, Alzheimer’s Association, Chambers, Rotary/RYLA, NFL Alumni, NFL Players Congress, ETHOS, and several others. Shane holds the following designations: Chartered Life Underwriter (CLU), Registered Financial Consultant (RFC), Long Term Care Professional (LTCP), Life Underwriter Training Counsel Fellow (LUTCF), Qualified Financial Professional (QFP), Accredited Estate Planner (AEP), Life, Health, Property Casualty, Fire Allied Lines, Variable Contracts, Series 6, 7, 24, 63, 65, 53 Securities Licenses.

Shane has three grown children and in his spare time likes to Travel, Run, Bike, Hike, Swim, play musical instruments, enjoys cooking and collecting spots memorabilia.

Crafting a Vision that Motivates – How to use Vision to create business results

Devon Brosnahan, CRPC®

Practice Management Consultant

Education: AS degree in Marketing from American Institute of Business. BS in Business Administration from Capella University. Lean 6 Sigma Green Belt.

Experience: Former Chief Operating Officer and Chief of Staff for a region of Northwestern Mutual of Nebraska. Responsibilities included Process Improvement, EOS leadership, Learning and Development, Technology Integration and Adoption, Contracting, Licensing and Registrations amongst many other responsibilities. Former Retail Wealth Director and Regional Sales Manager at First National Bank of Omaha. The 14 years prior, worked as a Sr. Financial Advisor with TD Ameritrade.

Focus and Passion: Expansion of Financial Literacy, Operational Excellence, Holistic Financial Planning, Wealth Management, Business Planning, Team and Culture Building, Leadership Development, and Winning.