Welcome To NAIFA Portland - Northwest Oregon
SALES CONGRESS 2018 - SPEAKERS
Van E. Mueller - Life Insurance
Van Mueller, LUTCF, is a Registered Representative with The MetLife Premier Client Group of Wisconsin and the U.P. January 23, 2016, marks Van’s 43rd 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 twenty five years.
Van has served as an LUTC moderator in the past and is looking forward to doing so again. He also served as President of the Milwaukee Association of Insurance & Financial Advisors for the 1998-99 year. In the past, Van has served as Membership Chairman for both Milwaukee and the State of Wisconsin. Van also served on the Annuity Advisory Panel, the Middle Income Task Force, the Sales Idea Committee, and the Program Development Committee for MDRT. Van has served two 2-year terms on the Top of the Table board. He is currently serving as an appointed NAIFA trustee.
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 and the National Quality Award. 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 a main-platform speaker at MDRT in 1998 in Chicago and the Main Platform Speaker at the 2001 Top of the Table Meeting in Maui, HI. Van was a Main Platform Speaker at the 2003, 2005, 2009, 2014 and 2015 NAIFA Conventions. He was a speaker at MDRT and at the NAIFA Convention for 2006, and again in 2007, 2010 and 2011. 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 also has a monthly newsletter available to subscribers at www.vanmueller.com. Van believes that the next decade will be “The Greatest Time Ever” for Insurance and Financial Service Professionals!!!
3 IMPORTANT REASONS TO ATTEND THESE SESSIONS
P.S. If you are a property and casualty agent you do not want to miss this. We will show you how to transition to a financial or life insurance sale without harming your book of business.
Daniel O. Corrigan - Effective and Efficient Estate Transfer Between Generations
Dan established his business in 1961 and continues to work because he feels he’s doing what he was made to do. He believes that when you’re doing what God has called you to do, you get energy from your work… so why retire?!?! Dan frequently speaks to groups of such varied composition as elite business professionals, as well as students and church groups, covering a range of subjects from simplified sales concepts to estate and business planning, motivation and ethics. Dan’s approach is uncomplicated, with wide appeal for the financial and legal advisors seeking assistance with communication skills. He has presented his concepts to people at numerous industry meetings and conventions. Dan is committed to making his business a mission rather than making his mission a business. This is key to his character.
Throughout his career, he has continually “given back” to the industry and his community. He helped found Kids on the Block, Linfield Chamber Orchestra, International Pinot Association, Willamette Cancer Foundation and McMinnville Athletic Club. He’s involved in the Rotary Club and Gideon’s International. Dan is a participating member in NAIFA, (ORAIFA) Oregon Association of Insurance Financial Advisors, and a life member of the Million Dollar Round Table.
Dan and his wife, have 11 children between them and a growing number of grandchildren that keep them young at heart. They love spending time with their family, and many of their vacations are spent visiting their children who live in other states. In his spare time, Dan enjoys spending time outdoors gardening and bird watching, and also enjoys reading, learning more about natural science, and is involved in several bible studies.
Russ Jones: Differentiate or Suffer the Consequences
As of October 2003 Russ assumed the role of Executive Director of Sagemark Consulting Private Wealth Services of Lincoln Financial Advisors (LFA) and also currently serves on LFA's corporate Senior Leadership team.
His primary area of expertise lies within the high net worth market where Russ is responsible for the development of key concepts and strategies that will have a significant impact on the financial lives of these individuals and families.
A national resource to comprehensive financial planners working with clients whose net worths are typically $20 million to over $1 billion, Russ provides planners with advanced training expertise and sophisticated sales design ideas. He had distinguished himself specifically in the areas of life insurance, estate and business owner planning and investment strategies for affluent business owners, individuals, and families. He is much sought after in financial planning publishing circles for advice and input and has been published in the National Underwriter publication. Russ is also a trained Legacy Planning specialist.
Mike McGlothlin - StoryBrand - Clarify Your Message
Mike McGlothlin is a team leader, retirement industry activist and disciple of Indiana Hoosier basketball.
As executive vice president of retirement products at Ash Brokerage, he and his team help financial planners provide income planning solutions focused on longevity and efficiency. He also provides guidance and assistance for advisors and broker-dealers navigating marketplace and regulatory changes.
With more than 25 years of industry experience, Mike is a sought-after author and speaker focused on helping advisors bring true value to their business. He became a certified Go-Giver coach and speaker so he could share the Five Laws of Stratospheric Success and show others how the philosophy could change their work and life. He’s also a certified StoryBrand guide, helping advisors find results from their marketing efforts.
Mike’s web series, “Winning Strategies,” provides insight and motivation for financial advisors in many forms – blogs, videos a podcast and more. His blogs have been turned into two books, “Above the Clouds … Winning Strategies from 30,000 Feet” and “Winning Strategies: The New Rules for Retirement Planning.” His to-be-titled third book is set to be published by the end of 2018. Mike is a graduate of the Kelley School of Business at Indiana University, where he majored in business economics, public policy and business analysis. In addition to his Indiana life and health insurance license, he has active series 6, 26 and 63 registrations. He’s also a Certified Financial Planner®, Chartered Life Underwriter® Chartered Financial Consultant® and Life Underwriter Training Council Fellow®. He remains active with many professional associations, and currently serves on the executive committee for the Society of Financial Service Professionals.
Scott Karstens - NFG Brokerage
Scott is a co-owner of NFG Brokerage, Founder of Broker Backoffice LLC, and passionate about the insurance industry. Scott is NFG Brokerages Insurance Expert and leads our Life Insurance Division, Long Term Care Division and Disability Divisions.
Scott’s passion for the industry provides agency owners and agents with growth strategies and comprehensive insurance solutions for their clients throughout the US. Some of the unique target markets Scott is involved in include; Business Planning, Executive Recruiting and Retention Strategies, Estate Planning, and Advanced Individual Planning Strategies.
Scott started in the Insurance Industry more than 17 years ago, starting a scratch P&C agency and after great success, became a Sales Trainer teaching other similar agencies how to position their operation for success. After several years of success, Scott moved into the Financial Services Industry where he worked with both Middle America and High Net Worth clientele as a Financial Advisor. With continued success, Scott became a co-owner with NFG Brokerage and uses his knowledge and experience to help others. Scott enjoys spending time with his wife and three children. Scott is a member of the Forbes Finance Council.
Lewin Williams - Measure What Matters
Mr. Williams is a national speaker whose presentations focus on Best Practices. Lewin has earned the Certified Speaking Professional designation which identifies individuals with a track record of professionalism and success.
Lewin has been in the securities business for over 35 years, with the last 20 years being involved in Unit Investment Trust distribution. Mr. Williams has worked as an Institutional Fixed Income Broker, Corporate Bond Trader, Director of Training and Development, Head of Muni Bond Trading and Executive Vice President.
Mr. Williams attended Sacred Heart College and the University of Arkansas. He holds the series 7, 24, 53, 63, 65 and Life Insurance securities licenses.