Insurance Agents and Financial Advisors Gather in Seattle for National Industry Conference and Exhibition

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Insurance agents and advisors will gather Sept. 11-14 in Seattle to discuss emerging trends and issues facing the industry, including the impact major healthcare and financial reform regulation will have on their businesses and how they will help consumers navigate the changing marketplace. The conference and exhibition will be held Sept. 11-14 at the Washington State Convention Trade Center.

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Insurance agents and advisors will gather Sept. 11-14 in Seattle to discuss emerging trends and issues facing the industry, including the impact major healthcare and financial reform regulation will have on their businesses and how they will help consumers navigate the changing marketplace. The conference and exhibition will be held Sept. 11-14 at the Washington State Convention Trade Center. Please visit http://www.naifa.org for the complete conference schedule.

Highlights of programs at the Washington State Convention Center (all times PT):

  • Sunday, Sept. 12, 2:30 p.m. Tax Wise Distribution Strategy for Retirement

Effective retirement distribution strategies should help consumers plan to distribute income from their accounts to minimize the tax burden. This session will address how income should be distributed so consumers can plan on a     proper balance in their accumulation years between pre- and after-tax accounts (this is an educational workshop), Rm. 611-612

  • Monday, Sept. 13, 9 am: Legislative Forum. This session will update members on issues including financial services regulatory reform, health insurance law implementation, and the tax status of insurance products, and provide an analysis of how the new and pending legislation will affect consumers and the industry. Hall 4B
  • Monday, Sept. 13, 10:20 am: Live Webcast featuring “realLIFEstories” will show how life and disability income insurance positively impact lives and illustrate the valuable role of the insurance professional. Access the Webcast via: http://www.livestream.com/realLIFEstories, 4B
  • Tuesday, Sept. 14, Noon: “Predictable Results in Unpredictable Times.” Dr. Stephen R. Covey, author of “The 7 Habits of Highly Effective People,” will deliver the keynote during a brunch presenting the John Newton Russell Memorial Award, the most prestigious honor in the insurance and financial services industry. 4B
  • Tuesday, Sept. 14, 1:15- 2:30 pm: “Trapped in the Entitlement Gap.” While Medicare and Medicaid provide benefits for healthcare and extended care in nursing facilities, there is no universal entitlement to cover care at home or for assisted living for senior citizens. This session will look at how insurance agents and financial planners can help meet the needs of middle class senior citizens when they have inadequate resources to pay for care at home or assisted living (educational workshop). Rm. 609

The conference also will feature nearly 100 exhibitors that serve all facets of the industry, as well as dozens of educational workshops tailored to the different interests and needs of NAIFA members, including tracks on leadership; practice specialties; practice management; and sales, prospecting and marketing.

Press Credentials
Members of the working press can request press credentials by contacting Sheila Owens at sowens@naifa.org or 703-770-8112 or Lorri Ragan. All news media will be asked to show photo identification and current press credentials or a letter from an assigning editor. Advance notice of attendance is recommended to expedite credentialing, although onsite processing will be available at the registration desk on-site.

Social Media
Look for conference updates in the form of live blogs, photos and tweets via http://www.naifa.org, and follow the conference on http://www.Twitter.com/NAIFA2010.

About NAIFA: NAIFA comprises more than 700 state and local associations representing the interests of approximately 200,000 agents and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Contact: Sheila Owens, VP, Communications & Marketing; 703-770-8112

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Sheila Owens
NAIFA
703-770-8112
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