NAIFA-Indiana Annual Meeting and Summit - SPEAKERS

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9:30 am - 10:30 am
      "The Extra 'Ordinary' - The little things that make the difference"
      Speaker - Christopher Gandy, LACP, Midwest Legacy Group, LLC
      (1 hr Insurance CE pending, 1 hr CFP® & CLE CE approved)

 

Chris has spent the last 22 years helping individuals reach their most important financial goals.  In 1999, Chris started his own financial services practice, and since then, has traveled the U.S. working with athletes, key executives and minorities.


Chris specifically focuses on the areas of individual and corporate Life Insurance, Disability Income Insurance, Investments, Tax Reduction Strategies, Retirement Income Optimization and Pension Maximization.


Chris was a Communications major at the University of Illinois Champaign-Urbana. Outside of the classroom, he played on the Fighting Illini basketball team where he was co-captain and earned 2nd Team All Big-Ten honors. After college, Chris played basketball professionally for the Chicago Bulls, San Antonio Spurs, and in L’Hermaine and Vichy, France.


Early in his career, Chris worked as a Northwestern Mutual Financial Network Representative. While there, he received numerous awards and was a top producer. He became a Million Dollar Round Table (MDRT) Member in 2001 - the premier association of financial professionals. In the spring of 2005, Chris moved his financial services practice to the Molyneaux Financial Group, LLC, a general agency of Massachusetts Mutual Life Insurance Company, where he received the Impact Award in 2006 and Management Council and Leaders Conference Honors in 2007. This agency eventually became MassMutual Chicago.


In 2010 he started his own Agency, where he leads a team of highly skilled professionals, meanwhile still developing his clientele nationwide. He has been featured in numerous magazine articles; Crain’s Chicago Business, GQ, Black Enterprise and African-American Career World, Insurance News and was recently featured on the cover of the National publication “Advisor Magazine.”


In 2012 Chris found a way to give back to sports by becoming a member and sitting on the board of the Chicago Concussion Coalition whose goal is to make the game safer for children in amateur sports, founded by Chris Nowitski of the Emmy Nominated movie “Head Games”. Chris finds passion in helping resolve the issue of CTE in sports.


Chris donates his time and efforts to many organizations. He serves on the Board of Directors for the Urban League, Naperville’s ALIVE youth center, IAMABEL foundation and is also part of the United Way’s Young Community Leaders. He volunteers for the Big Brothers/Big Sisters organization and YMCA; he spent four years on the board of the SAME Network of Chicago’s RUSH Medical Center focused on diversity and integration with a S.T.E.M. focus for minority medical students.


In 2013 Chris was nominated to the National Basketball Retired Players Association (NBARPA) Chicago chapter and served as a Board member; while again qualifying for the Court of the Table of Million Dollar Round Table. He is now considered a Lifetime member of the highly esteemed MDRT.


Chris is a lifelong advocate of diversity and inclusion. He served as President for the Board of Directors for NAIFA Chicagoland (National Association of Insurance and Financial Advisors) & serves on NAIFA’S groundbreaking national committee, the Diversity and Inclusion Task Force. He was recently nominated as a National Trustee on the National Board of NAIFA. He travels nationally, speaking on the impact of equity and inclusion to diversity groups such as NMA, SNMA, LMSA, CCPA, GAMA, LAMP, ITKAN, MDRT, and NAIFA.


In 2020 Chris was awarded NAIFA’s prestigious Impact Award and was appointed by NAIFA’S National President - Tom Michael to serve as a national trustee for the industry’s largest association for insurances professionals focused on advocacy and education.


Chris is dedicated to helping individuals develop personalized financial strategies and goals. Chris lives in the western Chicago suburbs with his son, Jordan, an NCAA Student-Athlete and the starting Quarterback for the Northern Illinois University Huskies. Chris is a Registered Representative who works on your behalf to present you, the client, with major insurance carriers and investment providers in the marketplace, to help find quality strategies and products.

Expected discussion topics for this session include:
 

  • Defining Success, Activity vs Achievement

  • Society’s perceptions of Financial Professionals

  • Developing Necessary habits & rituals that set you up for success

  • Creating/Refining your sales process

  • The ‘Gandy’ Come-up story

  • Changes to make TODAY

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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 hr Insurance, CFP® & CLE CE approved)



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
 
      "Why Life Insurance?"
      Speaker - Van Mueller
, LUTCF, LACP, WestPoint Financial Group
      (1.5 hrs Insurance CE pending, 1.5 hrs CFP®  & CLE CE approved)

January 23, 2022 marked 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 hr Insurance CE pending, 1 hr CFP® & CLE CE approved)


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.

 

 

Description
Financial advisors have long looked at Reverse Mortgages as the "Loan of Last Resort"-- the ugly stepsister of the retirement planning story. This workshop will create a major paradigm shift in your thinking.  The instructor explains how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the necessity of using reverse mortgages at the age of 62, not 82.  With 10,000 Baby Boomers turning 62 daily and over $6 trillion in Home Equity amongst your senior clients, reverse mortgages just may be the late coming Cinderella to the retirement ball that fixes the retirement crisis we are facing.
 

Learning Objectives
The course will be covering How a Reverse Mortgage can reduce tax obligations, decrease Sequence of Returns Risk, increase Portfolio Survivability, and effects your Retirement Income Efficiency

 

Expected Discussion Topics

 

  • Intro to Reverse Mortgages

  • Reverse Mortgage Requirements

  • Strategies of Using a Reverse Mortgage

  • Additional Uses of a Reverse Mortgage

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