2019 Keynote Speakers
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Are You Ready to Have the "Conversation"?
Scott Bushkie, CBI, M&AMI

Boomers will transition out of their businesses over the next decade like never before. Those who get ahead of the curve and provide real guidance to their business owner clients will be rewarded with sales of additional life insurance policies along with managing the proceeds from the business sale…are you ready to have the conversation?

Scott founded Cornerstone Business Services, Inc. in the economic tumult of 2001. He didn’t survive some of the industry’s most trying years by chance. He did it by adhering to one simple philosophy: Honest conversations, superior results. Today, Cornerstone is one of the largest lower middle market firms in Wisconsin. Operating from offices in Wisconsin and Iowa, its associates have completed several hundred million in sales. The company fields worldwide interest in client opportunities and has led transactions with buyers and sellers based in Europe, Asia and Russia.

A thought-leader in the industry, Scott developed the Cornerstone process to offer investment banking M&A level services to the lower middle market. The result is a closing rate that’s more than double the national average. Scott has authored numerous articles on M&A best practices, and his work is syndicated in regional publications. He is a sought-after expert on the Midwest M&A market and has been quoted in some of the nation’s most respected newspapers.

Stories of Success, Wisdom and Parkinson's
Troy Cook

Troy’s public speaking journey has always been about helping audiences understand how to define success and fulfillment on their own terms. He explores the core principles that allow individual, corporate or organizational success each time he presents. His expertise is acquired through years of personal experience and sharing stories of others who have reached personal satisfaction. These principles include hitting Control, Alt, Delete to redefine societal defaults for success; establishing and measuring goals and priorities with specific strategies; and overcoming adversity with clearly defined, specific processes.

Troy brings a wealth of experience and variety of perspectives gained from over 25 years of leadership, health care, benefits and sales experience. His extensive knowledge has been leveraged by a wide range of organizations, from small businesses to numerous Fortune 100 firms across the U.S. that have utilized his consulting and presentation skills. Troy’s career success has been directly attributed to the successful process and system he has built around sales development which creates meaningful impact for clients and colleagues.

Throughout his professional life, Troy has driven success in every organization he has been a part of. He became a supervisor of an independent insurance firm at the age of 24 after having started his own independent business unit while in his final semester of college. Troy helped formed a start-up office for Roger’s Benefit Group in Iowa taking the office from scratch to over $1.8 million in revenue in the first year.

Capturing Your Prospects' Attention
Marvin Feldman, CLU, ChFC, RFC

It’s hard to capture the attention of today’s consumers. People have too many distractions and an attention span that is less than a goldfish – eight seconds. This talk will show how to capture their attention by using creative videos, visuals and questions which will help them focus on the financial and protection problems which need to be addressed in their overall financial planning.

In 1967, Marvin Feldman started his career as an Agent with New York Life in Columbus. After more than two years in the field, he transitioned into New York Life’s Management Program. In 1974, Marv returned to personal production in East Liverpool as a partner in the Feldman Agency and President of Fremar Financial Group. He is currently the President of the Feldman Financial Group and President and CEO of Life Happens.

Marv is a 42 year MDRT Member, and was the 2002 President of the Million Dollar Round Table. Active in the financial services industry, Marv has made speeches in 36 countries. He served as the Secretary of the New York Life Agent’s Advisory Council, is a current member of MDRT, NAIFA, the Society of Financial Service Professionals, the International Association of Registered Financial Consultants, the Forum 400 and the Association for Advanced Life Underwriting.

The Case for Curiosity
Jill Judd, LUTCF, FSS

Jill, a State Farm agent, recognized the importance of surrounding herself with successful professionals and joined NAIFA in 2001. She was immediately recruited to the board as the IFAPAC Committee Chair of NAIFA-Santa Cruz (now NAIFA-Monterey Bay). As NAIFA-Santa Cruz President in 2005-2006, the association earned the Jack E. Bobo Award and the highest score to date in California for the Association Achievement Award.

On the state level, Jill served two terms as Membership Chair, moderated LILI, chaired the NAIFA-California Long Range Planning Task Force, the Annual Career Advancement Conference, Personnel, Government Relations and Finance Committees. In addition, Jill was President of NAIFA-California in 2012-2013.

Jill became a NAIFA Trustee in 2013, and was elected as President of NAIFA in September 2018.

Fast & Furious Sales Ideas & Concepts
John Wheeler, Jr., CFP, CLU, ChFC, CRPC, LUTCF
In this session, the participant will acquire approach language and client interactive skills to help take their practice to the next level. They will also learn numerous ideas and concepts to apply on client situations to open new strategic conversations with the clients and prospects. They will also be able to better understand, from the client’s perspective, methods of having improved client interactions.

John is the Executive Vice President of Chicago-based Water Tower Financial Partners, LLC. As a registered principal and financial advisor with MML Investor Services, LLC (MMLIS), and an extensive background in the financial services industry dating back to 1969, John supports his agency through seminars, advanced joint sales work, recruiting and the development of their financial planning endeavor.

 

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