Learn from the best in the business and take away tips and strategies to impress your high-net-worth and business clients.
NAIFA-California is bringing together leading thought leaders in the field of advanced planning for business owners for a day of high-impact presentations, workshops, exhibitors and networking. Topics include planning for business owners, business succession planning, life insurance strategies for business owners, employee stock ownership plans, exit strategies and more. $49 for Members; $69 for Non-Members. Don’t wait to register. Seats will fill up fast!
Westin San Diego Downtown
400 West Broadway
San Diego, CA 92101
You will find the information for your online reservation link above. If you have questions or need help with the link, please do not hesitate to ask. We appreciate your business and look forward to a successful event.
Before beginning his career with Lafayette Life in 2014, Mark worked with MetLife in Massachusetts, functioned as an Associate General Agent and General Agent for Mass Mutual in Rhode Island, and was also a GA for National Life of Vermont (also in Massachusetts).
Mark holds a deep knowledge of the sales process. Using his thorough knowledge of advanced markets, permanent insurance, and annuities; he assists agents in growing their business through the creative uses of qualified retirement plans to solve common problems faced by most business owners.
Join Rod Roberto with Westpac Wealth for an informative session on opportunities you may not be aware of working with your business owner clients! These business owners have worked their lifetime to build their largest asset, and as advisors, we can help them maximize various outcomes and ensure we are there to walk them through all these strategies!
Rod Roberto has been in the Southern California area for over 50 years. Since 2001, he has been educating and working with Physicians, Attorneys, Corporate Executives, and Business Owners in effective financial decision-making. Rod works with people who want to improve their net worth and make informed decisions, so they can meet their objectives in the building, protection, and enjoyment of their wealth.
As a leader at WestPac for many years, he has served a select group of clientele as well as instructed and mentored other advisors such as CFP’s, CPA’s and Investment advisors. He frequently speaks and shares the WestPac client experience with other industry professionals throughout the country.
Business owners are always looking for “golden handcuffs” to attract and retain the best employees. Business owners like the simplicity of an executive bonus plan, but they sometimes object to the complete portability of the employee-owned policy. A longevity or performance based executive bonus plan is the compromise that many business owners are seeking.
Donna Sinor joined Kansas City Life Insurance Company in 2013 as director, Advanced Sales/Business Insurance. Donna has 25 years of experience in the insurance and financial services industry beginning as an associate attorney with the Nelson & Harding law firm in Lincoln, Neb.
Donna has worked for various insurance companies including Ameritas, National Life of Vermont, Mass Mutual, Nationwide, Prudential, Columbus Life and New York Life. Donna’s professional focus has been on business planning techniques, wealth accumulation and distribution planning and estate conservation. Her support to field force members has included case design, legislative and tax updates, training, seminars, development of sales material and joint sales work.
This presentation will discuss programs designed to enable business owners to reposition taxable profits into Tax Exempt Retained Capital TM (TERCTM), using one or more of CapitalSmith's Offset StrategiesTM, including, but not limited to CapitalSmith's Pre-LeveragedTM, and/or Capitalized ESOPTM, as components, which, when properly combined with the appropriate trusts and additional agreements, forms a Fully Insured Financial InfrastructureTM. This results in businesses that have a stronger structure, to accelerate growth, be asset-protected, allow for a smoother more efficient, succession and exit, with higher, NET retirement.
Kelly has worked in the Insurance and Financial Services Industries for over 40-years. He obtained undergraduate degrees in Finance and Marketing, with a secondary emphasis in Accounting and Economics.
Kelly consistently qualified as a Life Member of the Million Dollar Round Table for all 42-years, including his rookie year… with a 17-year membership of the Court of the Table and an 11-year member of the Top of the Table. As the youngest member of the MDRT Quarter Century Club, Kelly stays very active in MDRT through the MDRT Mentoring program as well as the MDRT Knights Foundation.
Kelly’s role as an advocate-warrior for the business owner is to defeat their two worst enemies… confiscatory taxes and oppressive regulations. In this effort, Kelly founded the CapitalSmith Group with four partners. Backed with over 100-years of collective experience in the financial services industry, each partner brings a unique background and expertise to the team.
IRS Tax Section 162 provides additional solutions employers are looking for beyond traditional retirement investment strategies and asset protection strategies. Learn how IRS Tax Section 162 can easily and effectively help business owners recruit, reward, retain and retire quality employees while benefiting themselves, their business, selected employees and their families. Section 162 is versatile and serves as the perfect alternative to IRAs, 401(K)s and all other traditional qualified plans.
Jeff Snyder has more than 30 years of financial services industry experience and is currently Executive Vice President of Insurance & Business Development at Gateway Financial Advisors, Inc. where he is responsible for the development, delivery, and growth of Gateway’s fixed insurance division including fixed annuities, life, disability and long-term care insurance.
Jeff has significant expertise in developing top performing agents and advisors, sales teams, and working with management teams to create and implement necessary infrastructure to grow sales production at the local, regional, and national level.
Jeff has been recognized locally, regionally, and nationally as a company leader in sales, sales team management, and recruiting and he has been involved and responsible for the training and development of hundreds of successful advisors and agents across the country.