NAIFA DE Spring Symposium • Tuesday, March 29, 2022

We are navigating the COVID situation and will make a final decision on an in-person vs remote Symposium as the date gets closer.

Attendees will receive credit for the presentations they are in attendance for (remote attendance is tracked, too). All attendees must pre-register to receive credit and provide their NPN# for Insurance, license information for CFP, at registration in order to receive credit(s). 

Speakers and topics are being posted below as they secured. Presentations are being filed for DE and PA Insurance CE as well as CFP. 

Please allow a little variance in the schedule. Specific time slots will be posted at least one week prior to the event.

Thank you Meeting Spring Symposium Sponsors

Presetation Title

Roberta Eckert, Nationwide

Overview

Bio

Presetation Title

Domic Balascio, Esq., Parkway Law LLC

Overview

 

Bio

Presentation Title

Dylan Schlott, AssetMark

Overview

 

Bio

What every Insurance Professional Needs to Know:Conducting the Insurance Business in an Ethical Manner

Christopher Handley, Savoy

This presentation is being filed for an Insurance Ethics CE with the Department of Insurance.

 

Bio

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MAY 19

DIVERSITY SYMPOSIUM

Adapting your practice to a Changing MainStreetUSA

The US Census is this year. What will it tell us about our changed American population? How will COVID-19 further affect MainStreetUSA? Join us for a program that explores what we need to do in recruiting & retaining new advisors as well as provide exceptional service to a continuously changing MainStreetUSA.

Learn More

MAY 20

ADVOCACY IN ACTION DAY

Your Voice is Needed More Than Ever

While we can't go to Capitol Hill this year to visit our Congressional leaders, we can gather together virtually and empower our Grassroots Army. Hear from Congressional leaders and participate in training sessions to empower you to make in-district meetings in August.

Learn More

MAY 21

LEADERSHIP DAY

Leading Your Practice in Challenging Times

We're living in the most challenging time in history for American business. How will you lead? Join us for session on leading in uncertain times with expert speakers who will give you the framework for leading change. You will leave the session with confidence to drive your business forward and persevere during COVID-19.

Learn More

Delaware State Capitol Building in Dover, Delaware

Day in the Hall - Meeting will be rescheduled when we can safely gather in groups.

The Political Action Committee of NAIFA Delaware will host the Day in the Hall at Frazier's Restaurant in Dover. After lunch members will walk over to the Hall to meet with Legislators. NAIFA members are strongly encouraged to attend this important lunch meeting. This event is FREE to NAIFA members!

This event has been pivotal to the reason we are NAIFA members and supporters. How often do you get to have lunch with 20-25 Delaware representatives and senators (many of them new!). This is an opportunity for leaders to hear about how important our industry is and why they need to know us when creating legislation that concerns us. Political advocacy is insurance that our career will be around a long time and help us be prosperous!
  • Come and get connected to influential people in our community. NAIFA members are in the business of meeting people, and who better to introduce you to people in your community than your local Senator or Representative?
  • Be proud of your industry and what it does for people! 100M+ families in this country alone rely on some type of insurance or investment-related product. Show up and show that off!
  • Have a say in the laws that get passed. If you make a connection with these legislative leaders, they will reach out to you for advice before they potentially put through legislation that can hurt our industry.

Recording below: Bill Cates shared his knowledge of communicating your value and growing your business. He's the author of  Radical Relevance: Sharpen Your Message, Cut Through the Noise, Win More Ideal Clients. Unfortunately due to COVID, this meeting had to be changed to a virtual format. If you were unable to join at that time, we have shared a link to the recording below.

Chris works with select brokers to grow their business while leveraging the comprehensive resources that Savoy has developed to best manage the challenges facing employer groups of all sizes. Savoy is a regional general agency with over 30 true GA contracts, offering comprehensive employer services consulting, in the New York, Connecticut, New Jersey, Pennsylvania, and Delaware markets. Chris is also the President of the Greater Philadelphia Association of Health Underwriters, currently the second largest chapter in the country. Before joining Savoy, Chris was a successful sales leader with UnitedHealthcare representing group medical and ancillary products.  During his 10 year tenure with UnitedHealthcare, Chris was consistently one of their top producing representatives, and successfully completed UnitedHealthcare’s nationally recognized “Emerging Leader Program”. His performance was acknowledged with several awards including the “Most Valuable Player Award” from the Pennsylvania Health Plan. Chris received his Masters Degree from Penn State University. 

Bio

 

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