NAIFA-Indiana Annual Meeting and Summit - SPEAKERS

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9:30 am - 10:30 am
      "Best Year Ever"
      Speaker - Christopher Gandy, LACP, Midwest Legacy Group, LLC
      (1 hour Insurance CE, CFP® & CLE CE pending)


Chris works with clients to create custom financial strategies designed to help make their dream retirement lifestyle a reality.
 

In 1999, Chris started his own financial services practice and, since then, has worked with business owners, physicians, professional athletes and key executives all over the country. Chris focuses on the areas of life insurance, disability income insurance, investments and tax-efficient strategies.
 

After playing basketball for the Fighting Illini at the University of Illinois, where he was co-captain and earned Second Team All-Big Ten honors, Chris played professional basketball for the Chicago Bulls and the San Antonio Spurs and in L'Hermaine, France.
 

After his time in the NBA, and before founding his own agency, Chris worked as a Northwestern Mutual Financial network representative. While there, he became a Million Dollar Round Table Member -  an  association of financial professionals.
 

Chris was a communications major at the University of Illinois.
 

In 2012, Chris found a way to give back to the sports community by becoming a board member of the Chicago Concussion Coalition (founded by Chris Nowinski, of the Emmy-nominated movie "Head Games"), which strives to make amateur sports safer for children. He is also on the board of directors of the Urban League, part of the United Way's Young Community Leaders, and volunteers for the Big Brothers/Big Sisters organization.
 

Outside of work, Chris enjoys spending time with friends, following the NBA and spending time with his best friend and son, Jordan.

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Day 2 - Wednesday, August 31, 2022 

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11:00 am - 12:00 pm
 
      "Roth Conversion Strategies"
      Speaker - Jim Silbernagel, CFP, CEPS, LACP, LUTCF, Real Wealth Marketing
      (1 hour Insurance CE, 
CFP® & CLE CE pending)


Jim Silbernagel is an independent agent registered with Concorde Investment Services, LLC. He entered the insurance industry in 1982 followed by the financial services industry in 1986. Jim holds securities licenses; Series 6 (Investment Company and Variable Contracts Products Representative), 7 (The General Securities Representative Qualification), 63 (Uniform Securities Agent State Law Examination) and 66 (Uniform Investment Advisor Combined State Laws). He is insurance licensed for life, health and property/casualty since 1985. Jim has earned his Certified Financial Professional® (CFP®), Certified Elder Planning Specialist (CEPS), Life and Annuity Certified Professional (LACP) and Life Underwriter Training Council Fellow (LUTCF) designations.

Jim is the creator and host of Real Wealth®, an online radio program for insurance and financial professionals to educate their clients and keep in touch with them between meetings. Jim also leads Power Session LIVE, a monthly best practice and sales ideas session with top industry leaders.

Jim is a Life and Qualifying Member of MDRT since 1995. He qualified for his first Court of the Table in 1998 and his first Top of the Table in 2001, putting him within the top 1% of financial advisors worldwide. Since 2002, Jim has been a Member of Forum 400, an elite organization comprised of leaders in production and innovation in financial services with only 280 advisor members nationwide who meet their qualifying criteria.  Jim has been a passionate NAIFA Member since 1989. He is also a Member of FSPFinancial Services Institute and Advisors in Philanthropy. He is a proud Ambassador for Main Street Philanthropy and past Moderator for Junior Achievement. Among other things, he supports IFAPACAHIA, the MDRT Foundation and LIFE Happens. In fact, he was a 2006 judge for LIFE Happen’s REAL LIFE STORIES. and in 2018 Jim and a client story were selected to be highlighted in a Real Life Stories video feature – view below. Jim is a keynote speaker, presenting for many industry groups and companies, including NAIFAFPAMDRT and Forum 400. Jim serves Middle America in Kewaskum, WI, a small town of 4,004 people.

Jim has been happily married to Joanne for over 30 years. He has two sons, Frank and Warren, and one daughter, Angela. He spends his free time fishing, boating and flying.

Jim’s mission in life is to make a positive, meaningful difference in people’s lives.

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12:30 pm - 2:00 pm
 
      "TBA"
      Speaker - Van Mueller
, LUTCF, LACP, WestPoint Financial Group
      (1 hour Insurance CE, CFP® & CLE CE pending)

January 23, 2022 marks Van’s 49th year as an insurance agent. He is an active member of MDRT having qualified for Court of the Table in 1990 and Top of The Table for the last 32 years.

 

Van was awarded the Milwaukee NAIFA Distinguished Service Award for 2003. And in 2010 Van was the proud recipient of the A. Jack Nussbaum Distinguished Service Award for NAIFA – Wisconsin. He has also qualified for the National Sales Achievement Award, the National Quality Award, the Health Insurance Quality Award, and has qualified many times for the National Association of Health Underwriters Leading Producers Round Table. Van was selected by Senior Market Advisor Magazine as the 2010 Advisor of the Year.

Van supports many industry organizations. In addition to membership in the National Association of Insurance & Financial Advisors and Million Dollar Round Table, he is also a member of the Society of Financial Service Professionals, an Emissary Contributor to IFAPAC and a Diamond Knight of the Million Dollar Round Table Foundation.

Van has spoken to groups around the world, including being main-platform speaker at MDRT in 1998 Chicago and the Main Platform speaker at the 2001 Top of The Table Meeting Maui, HI.  Van was a Main Platform Speaker at the 2003, 2005, 2009, 2014, 2015, 2016 and 2017 NAIFA Conventions.  He was a speaker at MDRT and at the NAIFA Convention for 2006, and again in 2007, 2010, 2011, 2018, 2019 and 2020.  He was a main platform speaker for the MDRT Experience in Tokyo, Japan in April of 2008.  He has also written many articles for various publications, including the “Close for Retirement Advisor magazine.  Van has a web-based monthly newsletter subscription that many agents find an invaluable resource for their practice.

Van believes that the next decade will be “The Greatest Time Ever” for Insurance and Financial Service Professionals!

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2:30 pm - 3:30 pm
 
      "Dynamics of Taxation and Home Equity Management”
      Speaker - Harlan Accola, CRPM, Fairway Independent Mortgage Corporation
      (1 hour Insurance
CE, 
CFP® & CLE CE pending)


Harlan Accola and his wife Brenda have lived in the Marshfield, Wisconsin area for over 30 years. They have four grown sons, Ben, Josh, Luke and Isaac and two grandchildren.

Harlan has been in the mortgage industry for over 20 years and has worked with all types of loans. His specialty and favorite has always been working amongst the 62 plus age group with over 1,000 Reverse Mortgages which has been the most rewarding part of his career. He is now the Reverse Mortgage Director for Fairway Independent Mortgage Corporation.

His presentations will give you a very different perspective. He often asked his clients and professional partners, “If what you thought you knew about mortgages and financial planning was wrong, when would you want us to tell you?”

The goal of Harlan and Fairway is to change the way retirement is done for baby boomers in this country. There is a perfect storm and a retirement crisis that can be avoided if we properly manage the trillions of dollars in home equity.


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