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Finance And Insurance
The NAIFA Apex and National Leadership Conference is an annual event organized by the National Association of Insurance and Financial Advisors (NAIFA). The event features leadership meetings, the swearing-in of new association leaders, and educational sessions on financial planning and insurance. It also includes various award presentations, such as the NAIFA Hall of Fame and the Advisor Today's 4 Under 40 awards.
Attendees: Insurance agents, financial advisors, and industry leaders
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Organizer
National Association of Insurance and Financial Advisors (NAIFA)
Nonprofit · Arlington, United States · Founded 1890
Professional association for insurance and financial advisors, offering advocacy, professional development, and networking.
Why people attend
Attendees participate to gain insights into insurance and financial planning strategies, understand regulatory and tax reform impacts, and network with industry leaders.
Sample matches
Filtered to a Series-B SaaS ICP. Your filter will be different.
Sample Match A
example.com
"Strong ICP match: Series B, EU expansion, VP Engineering and CTO attending."
Sample Match B
example.io
"Mid-stage SaaS with active GTM motion; product-led growth signals align with ICP."
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Speakers
65 speakers at NAIFA Apex and National Leadership Conference
Founder · Game Changer Mindsets, LLC
"National Leadership Conference: Game Changer Mindsets"
Assad Koshul, CPA, CPTD Founder at Game Changer Mindsets, LLC and Criterion Concept, LLC
President · David McKnight & Co.
"Keynote: How to Super-Charge Your Tax-Free Planning Approach with Cash Value Life Insurance and Annuities"
Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier. His bestselling book The Power of Zero has sold over 180,000 copies. This book was recently made into a full-length documentary film, also entitled The Power of Zero . As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach. He and his wife Felice have seven children.
Also speaking at NBDA Retailers Summit Central, NAIFA Congressional Conference
"National Leadership Conference Luncheon featuring Walter Bond"
When Walter steps onto the stage, you can’t miss him. It could be because he’s 6’5 and stands out in a crowd, but it could also be because on the stage is where he feels at home. As a nationally recognized public speaker, he commands the stage. He makes the entire audience, whether it’s a small board room or a large conference venue, feel seen. People walk out of Walter’s talks changed, motivated, and inspired. His principles are simple but powerful, his delivery is smooth, and he combines humor, tough love, and experience in a way that changes people. Walter’s third and most recently released book Swim!, has picked up speed since its debut in July, and has become a staple for business people and students across the country. His easy-to-read professional development book combines lovable characters, relatable life lessons, and hard truths that help readers understand the power of leadership, mentoring, and next-level success.
Also speaking at Florida Bankers Association 138th Annual Meeting
Executive Director · NAIFA's Centers of Excellence
"My Client Brought up Medicare, Now What?"
Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI Executive Director, NAIFA's Centers of Excellence
Vice President of Sales · Senior Marketing Specialists
"My Client Brought up Medicare, Now What?"
Dan Mangus has been in the insurance industry his entire life. Since starting his first insurance agency at age 18, Dan has been passionate about educating others about their insurance choices. Today Dan’s current position of Vice President of Sales, gives him a unique line of sight to the customer, agent, and FMO staff.
Also speaking at NAIFA Congressional Conference
Director · Bell Phillips Architects
"My Client Brought up Medicare, Now What?"
LinkedIn ↗Also speaking at Education Estates Conference and Exhibition
CEO and Founder · REV Agency Syndicate
"Developing a Relevant Agency"
Carson Porter CEO and Founder of REV Agency Syndicate
Managing Partner · Veritas Financial, LLC
"Blueprint for Success: Generating a Consistent Stream of Prospects Using College Funding"
Brock Jolly, CFP, CLU, ChFC, CASL, CFBS, RICP, CEPA Managing Partner at Veritas Financial, LLC | Founder of The College Funding Coach®
AVP-Advanced Sales Strategy · Sammons Financial Group Companies
"The Business Owner Trifecta"
Andrew Rinn JD, CFP, CLU, ChFC AVP-Advanced Sales Strategy, Sammons Financial Group Companies
V.P. Brokerage Director · MassMutual Agency Brokerage
"Practice Transformation & The Impact of Technology on Your Practice"
Sue Kuraja, CFBS V.P. Brokerage Director, MassMutual Agency Brokerage
First Vice President, Succession and Acquisition Solutions · Cambridge Investment Research
"Practice Transformation & The Impact of Technology on Your Practice"
Kris Emick First Vice President, Succession and Acquisition Solutions, Cambridge Investment Research
Chief of Finance and Strategy · Kratzer Consulting
"Practice Transformation & The Impact of Technology on Your Practice"
Simon “Buddy” Blattner Chief of Finance and Strategy, Kratzer Consulting
Chief AI Scientist · infineo
"Practice Transformation & The Impact of Technology on Your Practice"
Dr. Christian Hubbs Chief AI Scientist, infineo
Senior Vice President of Government Relations · NAIFA
"Advocacy Accelerator Course for Women"
Head of MMFA Strategy & Planning and MMLIA · Massachusetts Mutual Life Insurance Company
"Practice Transformation & The Impact of Technology on Your Practice"
Charles Gray Head of MMFA Strategy & Planning and MMLIA, Massachusetts Mutual Life Insurance Company
+ 49 more speakers at this event.
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