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8:30 AM (ET)
MARK YOUR CALENDAR
OCT 26TH - DEC 31ST, 2020
MARK YOUR CALENDAR
MONDAY
The Hero Effect
Speaker: Kevin Brown
Time: 10:00 AM - 11:00 AM
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Beneficiary & Wealth Transfer Planning After the SECURE Act
Speaker: Tom Duncan
Time: 01:00 PM - 02:00 PM
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Compliance Panel
Speakers: Maureen James, Zac Anshutz, Chris Conroy, Tony Lengeling
Time: 03:00 PM - 04:00 PM
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TUESDAY
Women’s Leadership Exchange
Speaker: Julie Harkins, Leslie Lipscomb, Traci R.
Time: 10:00 AM - 11:00 AM
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Fire Your Fear: Excuses, Excuses
Speaker: Deidre Van Nest
Time: 01:00 PM - 02:00 PM
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WEDNESDAY
How uncertain times can affect financial decision making in clients and prospects
Speaker: Dr. Craig Fox
Time: 10:00 AM - 11:00 AM
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2020/2021 Economic Outlook
Speakers: Phil Mackintosh, Ben Jones, Hamish Preston, Phillip Brzenk
Time: 01:00 PM - 02:00 PM
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Bo Johnson Spirit Award Presentation
Speaker: Addison Johnson
Time: 03:00 PM - 04:00 PM
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THURSDAY
The Washington Update
Speaker: Jeff Bush
Time: 10:00 AM - 11:00 AM
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A Look at the Future of Distribution
Speakers: Steve Kerns, Nate Lucius, Steve Murray, Brian Williams
Time: 01:00 PM - 02:00 PM
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NAFA Federal & State Regulatory Update
Speakers: Cliff Andrews, Pam Heinrich
Time: 03:00 PM - 04:00 PM
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FRIDAY
Retirement Alpha: How Guaranteed Lifetime Income Can Help Improve Portfolio Performance
Speaker: Tom Hegna
Time: 10:00 AM - 12:00 PM
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The Future of Product Design
Speaker: Tamiko Toland
Time: 01:00 PM - 02:00 PM
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Retirement Income Planning: Set Yourself Apart While Setting Up Your Business for Success
Speaker: Mike Harris
Time: 03:00 PM - 04:00 PM
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EVENT SPONSORS
DIAMOND LEVEL
CARRIERS
VENDOR PARTNERS
MARKETING ORGANIZATIONS
SPEAKERS
AGENDA
All times are CDT
AWARDS
Distinguished Recipients
2019
Brian Williams
2018
Mike Tripses
2017
David Noble
2016
Jack Marrion
2015
Eric Thomes
2014
Samuel R. Lane
2013
Bill Cain
2012
Wendy Waugaman
Bo Johnson Spirit Award
The Bo Johnson Spirit Award is an exceptional honor that recognizes individuals for the positive and lasting imprint they make on the fixed annuity industry. Each year, we look to the industry to nominate current or former NAFA members deserving of this coveted award who embody Bo’s generous spirit and lives by the following ideals:
  • Serves as an inspiration to others
  • Contributes to other professionals and their communities
  • Is ethical and conscientious
  • Dedicates himself or herself to improving the marketplace
  • Devotes time to the advancement of fixed annuity products
The Executive Operating Committee then brings before the board a recommended individual to be the recipient. After a board vote, the winner is announced and honored at the NAFA Annuity Distribution Summit each October.
Distinguished Recipients
2019
Brian Williams
2018
Mike Tripses
2017
David Noble
2016
Jack Marrion
2015
Eric Thomes
2014
Samuel R. Lane
2013
Bill Cain
2012
Wendy Waugaman
About Bo Johnson
Bo Johnson was well known for his energy, enthusiasm and love of the fixed annuity industry. He was a proud member of NAFA and served as a board member for several years, as well as the original chair of the Insurance Marketing Advisory Committee (IMAC). His life was cut much too short when he died in 2009 after a courageous fight with cancer.
IN MEMORIAM
Adam Lunardini
It is with a heavy heart that I am writing to let you know that Adam Lunardini, a treasured member of the Delaware Life family, passed away on August 14, 2020. Adam was a shining star in our industry and his light burned out far too quickly.
Adam joined Delaware Life in 2013 as Vice President and National Relationship Manager. He was known not only at Delaware Life but also throughout our industry for his kindness, effervescent optimism, and expertise. He will forever be missed by his family, friends, and colleagues.
Adam’s experience in our industry dated back nearly 25 years. Many of us were his colleagues at Keyport Life Insurance Company and Sun Life Financial, where he excelled as an agent, earning TOP 10 sales honors three times— in 2001, 2002, and 2003.
He was known and trusted throughout the annuity community and was elected to the Board of Directors of the National Association for Fixed Annuities (NAFA) in 2018, an honor he still held at the time of his passing.
Adam's family has indicated that memorial contributions may be made to the Boys & Girls Club of Greater Holyoke, Inc., P.O. Box 6256, Holyoke, MA 01041.
Tom Seitz, President
Delaware Life Marketing
FAQ
For financial professional use only. All registrations must be received on or before 11:59 pm CST on Friday, October 30, 2020, for the registrant to be eligible to win a specified prize. One winner will be randomly selected by NAFA for NAFA’s daily prize giveaway, or by the appropriate event Sponsor promoting every other advertised giveaway. Winners will be notified by Friday, November 6, 2020. NAFA employees and contractors are not eligible. There is no cash value to the prize, and it is not transferable. NAFA and prize Sponsors will coordinate directly with selected winners to arrange for delivery of prizes either electronically or via shipping.