Embassy Suites • LaVista, Nebraska

SPECIAL THANKSTO THE FOLLOWING

SPONSORS!

THANKS TO OUR EXHIBITORSAflacAIG

Allied National, Inc.American Funds

APPS ParamedicalArt Jetter & Co.

Assurant Employee BenefitsAssurant Health

Assurity Life Insurance Co.Aureus Group

BASE (Benefit Admin. for the Self-Employed)Benefit Plans, Inc.

BlueCross BlueShield of NebraskaBrokerage Services, Inc./Transamerica

Brokers Clearing House, Ltd.CIGNA

Colonial LifeCompanion Life

Continuum Employee Assistance Training & ConsultingCoventry Health Care of Nebraska

Delta Dental of NebraskaDirect Benefits, inc.

H S A BankHumana, Inc.Infinisource

Kansas City LifeMadonna Fit for Work

McGill, Rediger & Simmons LLCMedico Insurance Company

Met LifeMid-American BenefitsMidland National Life

Midlands ChoiceMutual of Omaha

Mutual 1st Federal Credit UnionNationwide Financial Inc.

OCI Insurance & Financial ServicesOptumHealth Financial Services

Pacific LifePreferred Marketing Associates

Prime TherapeuticsPrincipal Financial Group

Producers XLRegional Care, Inc.SimplyWell, LLC

Society of Financial Service ProfessionalsSun Life Financial

TASCThe Hartford

UNIFI CompaniesUnion Bank & Trust Co.

UnitedHealthCareUNUM

Wells Real Estate Funds

BRONZE SPONSORS

GOLD SPONSOR

PREMIER SPONSOR

SILVER SPONSOR

Additional Underwriting For Cash Drawings Provided By:Anderson Agency Inc.

Creative Association ManagementFarm Bureau Life Insurance Co/IA

Financial Network Investment CorporationLife Investors Insurance Company of America

Phares Financial ServicesThrivent Financial for LutheransUNICO Financial Services, Inc.

Sponsors and exhibitors listed reflect commitments as of March 7. A limited number of sponsorships and exhibit boothsare still available. Call (402) 397-0280 for details or visit our website, www.nejointconference.com

The financial services industry is always changing! You need the latest informationand insights to keep you moving forward. From using technology to improveyour productivity to finding out how current legislation will affect you and yourclients, stay on the cutting edge by connecting with your colleagues and some ofthe industry’s leading experts!

Looking for PROVEN SALES IDEAS, POWERFUL MOTIVATION, andPRACTICAL MARKETING TIPS to energize your practice and boost yourproduction? We’ve got that too!

Attend the 2011 NAIFA/NAHU Conference — your connection to sales ideas,continuing education, networking, advocacy, and inspiration! If your businessinvolves the sale of insurance and financial services and depends on providingtimely and reliable information, quality service, and proven value to your clients,you’ll benefit from this meeting. We’re confident it will be an investment that paysbig dividends for your practice and your clients.

This is the third joint conference of the National Association of Insurance &Financial Advisors-Nebraska (NAIFA) and Nebraska Association of HealthUnderwriters (NAHU) — and the response has been overwhelmingly positive.Connect with colleagues and vendors who can catapult your career to the nextlevel!

Make connections with resources, ideas and people that can GROW YOURBUSINESS. Connect with information about issues that will impact what yousell, how you sell it, and what your clients will need. And leave with NEW IDEASAND INSPIRATION to better connect with clients and prospects.

We invite you to join us. Don’t miss your opportunity to make CONNECTIONSFOR THE FUTURE. We look forward to seeing you in LaVista!

Faye Osborn Dan AlmNAIFA-Nebraska President NAHU President

Your Connection to the Future…

The La Vista Embassy Suites andthe adjoining Courtyard by

Marriott hotels are holding a blockof rooms for NAIFA/NAHUConference attendees until

Wednesday, April 20:

• Embassy Suites Standard Suite:$139/night (single/double)

• Embassy Suites Hospitality Suite:$199 per night

• Courtyard by Marriott: $119/night (single/double)

• All rates are subject to room taxes/occupancy fees of 17.6%/night

• Check-in is 3 p.m.; check-out isNoon for both properties

Make your reservation by calling (800) 362-2779 or (402) 408-5460.

Be sure to identify the groupas NAIFA/NAHU Conference

to ensure you receivethe discounted rate.

To make yourhotel reservationsONLINE at the

LaVista Embassy Suitesor the Courtyard by Marriott,

go to:http://www.nejointconference.com

www.nejointconference.com

HOTELINFORMATION:

Wednesday, May 1112:30 p.m. ................................ Registration Desk Opens1:30 – 5 p.m. ....................................Concurrent Sessions

C.E. is pending approval for Nebraska and Iowa.

Ethics C.E. Track:1:30 p.m. – 5 p.m. ................... “Case Studies in Ethics”

Robin Mueller(3 hours CE in ethics pending)

Health Insurance C.E. Track:1:30 p.m. ........“CLASS and Long-Term Care Planning:

The Best of ‘CLASS’”Gary Katelman

(1 hour CE pending)This seminar will define the “CLASS” Act and show howagents can capitalize on it. “It is one of the greatest marketingopportunities for the LTCi industry,” Katelman reports.

2:45 p.m. ...................... “HSA/FSA Compliance Quiz”Karli Dunkelberger, OptumHealth

(1 hour CE pending)This is a fun and exciting interactive session where you’ll learncompliance and tax tips from intriguing questions consumersand employers encounter with their HSA/FSA accounts.

4 p.m. .................... “Health Information Exchange andThe Nebraska Health Information Initiative”

Christopher Henkenius, MBA, PMP, President,Healthcare Technology Center, Bass & Associates, Inc.

(1 hour CE pending)The session will provide an overview of NEHII’s history,benefits and future direction, including information aboutnew features and technologies being utilized to create greaterefficiencies.

Life/Annuities/Practice Management Track:1:30 p.m. .............. “Working with Other Professionals:

Case Studies”Mary Pat Heck, Nick Taylor, Bob Bryant, Gary Schneider

Mark Mendenhall – Panel ModeratorCheck out some fresh, new ideas that could open doors togreater profitability as these professionals discuss workingtogether to meet mutual clients’ needs. This will use a casestudy format.

4:00 p.m. ................... “Using Annual Review Planningto Enhance Client Relationships”Keith Gillies

You will hear many sales ideas that you can use immediately!

5 – 6:30 p.m. ..................... Exhibit Hall Grand Opening/Reception with Vendors

(Door prizes given away!)

2011 NAIFA/NAHU Conference Program ScheduleThursday, May 127 a.m. ............................................ Registration Desk Open

8 a.m. ......................................... Opening General Session/National Anthem

“What Makes the Great Ones Great”Don Yaeger

An award-winning keynote speaker, business leadership coach, NewYork Times best-selling author, and long-time associate editor forSports Illustrated, Yaeger is sought by Fortune 500 companies,business leaders, politicians, and high-profile athletes to share lessonson greatness from his first-hand experiences with some of the greatestsports legends in the world. He’ll share the 16 characteristicscommon to every winner.

9:15 a.m. ......... Sales Idea Breakout Sessions With SponsorsAmerican Funds, Ameritas; BlueCross BlueShield of

Nebraska, and McGill Rediger & SimmonsGet practical ideas on selling products and services that meet theneeds of your clients and prospects. Rapid-fire sales ideas in a smallgroup format.

10:15 a.m. ......... Networking/Learning Break With Vendors

11:00 a.m. ......“Simple Strategies for Maximizing Productivity”Kip Gregory

Kip Gregory is known for coaching financial advisors andwholesalers on how to translate technology into a competitiveadvantage. He is widely regarded for his unique ability to helpfinancial services professionals leverage software and the Internetto improve results. You’ll hear fresh, original content you haven’theard anywhere else and walk away with creative, practical,actionable ideas your sales team can put to work immediately.

12:15 p.m. ......................... Business Networking LuncheonMake and renew contacts with other financial services professionalsover lunch and meet the new Director of the Department ofInsurance, Bruce Ramge.

1:30 p.m.................................. “Paychecks and Playchecks”Tom Hegna, CLU, ChFC, CASL

In this high-energy start to the afternoon, Tom Hegna will teachyou the Magic Words to Retirement Income Security. He will usemathematical, scientific, and economic facts to deliver a powerfulpresentation you can use to help your clients retire worry-free! Inthe last 18 months, Hegna has presented on the Main Platform atMDRT, Top of the Table, NAIFA, and Society of FinancialProfessionals. You will not want to miss this session!

Thursday, May 12 (continued)2:15 p.m............. “Opportunities for Marketing to Seniors”

Ed Pittock, CSAWith a growing number of seniors in today’s society, meeting thefinancial needs of this market segment is a huge opportunity forfinancial services professionals. The founder of the Society ofCertified Senior Advisors will help you better understand how todirect marketing efforts that address the questions in people’s mindsas they begin to age.

3:00 p.m................................... Dessert Break with VendorsMake the most of your final chance to learn from exhibitors withdesserts and door prize drawings as a bonus!

3:45 p.m.............. Concurrent Learning Labs (Choose One)Session #1: “LinkedIn or Left Out –

Networking in the 21st Century” with Kip GregoryGet ready to leverage the Internet and technology to your advantage.

Session #2: “Multiline Transitioning” with Robin MuellerThis session begins with a conversation on WIIFM and followswith a brief discussion on prospect definition. Most time is spenton market segmentation, followed by transition phrases.

Session #3: “Simple Sales Ideas Create Confident Advisors”with Tom Hegna

Drill down on serving the retirement market with more simplesales ideas, including some life insurance and LTCi ideas. Hegnawill be up close and personal. Bring your questions and objectionsthat you are having trouble overcoming and watch how everyobjection disappears — like magic!

Session #4: “Building Your Personal Brand”with Don Yaeger

It’s your responsibility to increase your brand value daily. The firststep is understanding and defining your brand. Yaeger will teachyou how to define and then build your “personal brand” in orderto maximize your professional potential and increase sales.

5 p.m. ........................................ NAIFA-Nebraska MeetingHear from NAIFA CEO Susan Waters, NAIFA President TerryHeadley, and State Association leadership on issues affecting youand how to maximize the return on our membership investment.

5 p.m. ..................................NeAHU Membership Meeting

6 p.m. ....................................................... Awards BanquetCelebrate excellence and socialize with your colleagues as we presentthe NAIFA-Nebraska Distinguished Service Award and NAHUUnderwriter of the Year Award. (Tickets to the banquet are optionaladditions to conference registration.)

8 p.m. .................................................... Dessert ReceptionJoin colleagues and our award winners for coffee and dessertsfollowing the banquet.

Evening ......................................... Hospitality Suites Open

Friday, May 138 a.m. .......................................... “Coffee With the Coach”

Carl Pelini, Husker Football CoachStart the morning with coffee and a look into the secrets ofmotivating today’s student-athletes. Join us for an up-closeconversation with Husker coach Carl Pelini as we kick off our secondday.

8:30 a.m. .......................... “Economic Realities & ForecastsThat Will Impact Your Clients and Practice”

Dr. Ernie GossThe national and state economies are improving, but recovery isslow and uncertain. What are the short-term and long-termprospects? What segments of the economy — and industries —will flourish? What’s the outlook for interest rates and inflation?Creighton University economic expert Ernie Goss gives you practicaleconomic insight that will help you develop the best solutions foryour clients.

9:15 a.m. ....................... “Plain Talk and Plain Truth AboutToday’s Financial Services Industry”

Terry Headley, LUTCF, LIC and Susan Waters, CAEJoin the President and the CEO of the National Association ofInsurance and Financial Advisors for a frank look at the realitiesfacing the financial services industry today. Get the latest insighton issues, regulations, and laws that are shaping the way you dobusiness and defining the products and services you sell…in acontext your clients will understand.

10 a.m. ....................... “The Future of Health Care Reform:Provider, Insurer, & User Perspectives”

Jesse Patton, NAHU Legislative Council ChairPanelists: James Partington, Executive Director, NebraskaRestaurant Association; Bruce Rieker, Vice President ofAdvocacy, Nebraska Hospital Association; Cory Shaw, CEO,UNMC Physicians; Clint Williams, Director of Pharmacy,BCBS of NebraskaYou’ll get an up-to-date status report on federal and state healthcare reform efforts that are impacting agents and consumers. Then,our panel will provide you with perspectives on those efforts fromboth inside and outside the insurance industry. Get a betterunderstanding of how these changes will impact you as a consumeras well as a financial advisor.

11:30 a.m. ......... “Beyond the Limits: Lessons from Everest”Stacy Allison

As the first American woman to successfully climb Mt. Everest,Stacy Allison’s mission is to motivate people to move beyond limi-tations and reach for their dreams. She challenges her audiences tolay the foundation for risk-taking by accepting full responsibilityfor their lives, and emphasizes the importance of recognizing andvaluing everyone’s contribution as a team member in life’s pursuits.She combines her mountain experience with her business knowl-edge to create a presentation that inspires and provides tremen-dous take-home value.

12:30 p.m. .......................... Closing Remarks/Adjournment

2011 NAIFA/NAHU Joint Conference Featured SpeakersStacy Allison has climbed the world’s most

famous mountain; now she’s helping individualsaround the globe scale their own monumentalchallenges. Allison is best known as the firstAmerican woman to summit Mt. Everest. Sheis also president of Stacy Allison GeneralContracting, a residential building company.

On her first attempt on Mt. Everest, trappedin a snow cave for five days, they had to turnback. She returned to Mt. Everest with the Northwest AmericanEverest Expedition and on Sept. 29, 1988, after 29 days, she reachedthe summit of the world’s highest mountain at 29,028 feet.

Dr. Ernie Goss is currently the MacAllisterChair in Regional Economics at CreightonUniversity. He received his Ph.D. in Economicsfrom the University of Tennessee in 1983 andis a former faculty research fellow at NASA’sMarshall Space Flight Center. He was a visitingscholar with the Congressional Budget Officefor 2003-04 and is a research fellow at the

Theodore Roosevelt Institute. Dr. Goss has published over 80research studies focusing on economic forecasting and on thestatistical analysis of business and economic data. Goss produces amonthly business conditions index for the nine-state Mid-Americanregion and the three-state Mountain region.

Kip Gregory is Principal of The GregoryGroup and author of “Winning Clients in aWired World.” He is one of the financial serviceindustry’s leading authorities on improvingindividual productivity and team effectiveness.Over the past decade, thousands of professionalshave benefited from his simple, straightforwardadvice on saving time and systemizing for successusing tools and resources they already own.

Before founding The Gregory Group in 1998, he spent 14 yearsin senior positions at GE Capital and other financial servicescompanies, developing and managing distribution businesses.

Tom Hegna, CLU, ChFC, CASL, isFirst Vice President for Retirement IncomeSecurity at New York Life. Hegna qualified formembership into the Million Dollar RoundTable (MDRT) in each of his first three yearsin business. He is a popular industry speaker,having spoken at the MDRT BoomertirementRoadshows, the National NAIFA Convention

and the Society of Financial Service Professionals National Forummeetings. In October 2009, he spoke main platform at the Top ofthe Table meeting for the Million Dollar Roundtable.

Dr. Ernie P. Goss

Robin Mueller, LUTCF resides in Franklin,Wisc., and has been in the financial servicesindustry since 1979. He has a Bachelor ofScience degree with an emphasis ininterpersonal communications. While incollege, he was a two-time All-Americangymnast, and was inducted into his university’sAthletic Wall of Fame. The MilwaukeeAssociation of Life Underwriters chose him asits 1996 Distinguished Service Award Recipient. Mueller travelsthe country as a keynote speaker and consultant, and has spoken atnumerous NAIFA, FPA and other industry/association meetings.He is a Professional Member of the National Speakers Association.

Carl Pelini just finished his third season onhis brother’s Nebraska coaching staff in 2010,serving as defensive coordinator and defensiveline coach. Pelini played a leading role in adramatic resurgence of the Husker defense. Pelini joined the NU staff after three seasonson Frank Solich’s coaching staff at OhioUniversity. Pelini previously served as theHuskers’ defensive graduate assistant in 2003,

when Bo Pelini was the defensive coordinator. Carl Pelini workedwith the defensive line, helping NU rank second nationally inscoring defense and takeaways.

When Ed Pittock founded the Society ofCertified Senior Advisors in 1997, he sensedhe was filling a sizeable need among America’sseniors and the myriad of professionals whoserve this fast-growing population. In just 11years, Society of Certified Senior Advisors hasbecome the world’s largest organization of itskind. More than 27,000 individuals haveenrolled in the exclusive CSA training. Pittock has published articlesin many senior magazines and professional journals. He is a memberof the National Council on Aging, the American Society on Aging,and the Gerontological Society of America.

Don Yaeger is known as “The Speaker ofChampions.” As a sports writer and author,Yaeger has had a front-row seat with some ofthe world’s greatest winners. Using rich, personal accounts gathered frommore than 20 years of interviews with sportslegends and business leaders, Yaeger has distilled“Sixteen Consistent Characteristics ofGreatness.” Yaeger is also an entrepreneur andrecognized business leader. He currently is the

owner of a political consulting business, a public relations firm, asports bar, and a comedy club.

Robin Mueller

Tom Hegna

Stacy Allison

Carl Pelini

Ed Pittock

Don Yaeger

Kip Gregory

2011 NAIFA/NAHU Conference Registration FormRegister online at www.nejointconference.com or complete and return this registration form.

I am a: __ NAHU Member ___ NAIFA Member __ Non-MemberFirst Name __________________________________ Last Name __________________________________________

Industry Designations _______________________________________________________________________________

Company _________________________________________________________________________________________

Address __________________________________________________________________________________________

City _______________________________________ State ________________ Zip _________________________

Work Phone_________________________________ Fax ________________________________________________

E-mail ___________________________________________________________________________________________

If attending a Wednesday afternoon C.E. Track, please check State Insurance CE needed: ___ Nebraska ___ Iowa

Nebraska Insurance License (required for Nebraska Insurance CE certificate) _____________________________________

Last Six Digits of Iowa Producer License No. (required for Iowa Insurance CE certificate)____________________________

CHECK THE APPROPRIATE REGISTRATION FEES:Member fees apply to spouse, guest, or non-licensed staff

NAIFA or NAHU Members By April 30 After April 30Wednesday Afternoon Registration Only ___ $60 ___ $75Full Conference (no banquet) ___ $160 ___ $190Conference & Banquet ___ $208 ___ $238

Non-MembersWednesday Afternoon Registration Only ___ $90 ___ $105Full Conference (no banquet) ___ $225 ___ $260Conference & Banquet ___ $273 ___ $308

Extra Banquet Tickets (Members or Non-Members) ___ $48 ___ $48

TOTAL ENCLOSED / TO BE CHARGED TO CREDIT CARD $______

Make checks payable to: NAIFA/NAHU Joint Conference

Credit Card Payments: ___ VISA ___ MasterCard

Card Number ___________________________________________

Expiration Date __________________________________________

Name on Card (print) ______________________________________________________________________________

Authorized Signature _______________________________________________________________________________

Billing Address of Card (Address/City/State/Zip): _________________________________________________________

Billing Phone Number ______________________________________________________________________________

Mail to: NAIFA-Nebraska • 1633 Normandy Court, Suite A • Lincoln, NE 68512Phone: (402) 474-7723 • Fax: (402) 476-6547 • E-mail: naifa-ne@assocoffice.net • Web: http://www.nejointconference.com

Cancellation Policy: There will be a 50% refund on cancellations on or before May 6, 2011. There will be no refunds after May 6, 2011— however, you may send a substitute in your place. All cancellations must be in writing and received by May 6, 2011.

IMPORTANT: Please check which Wednesday (May 11)track you will attend (beginning at 1:30 p.m.):

__ Ethics C.E. Track__ Health C.E. Track__ Life/Annuities/Practice Management Track

Note: When you provide a check as payment, you authorize us either to use information from your check to make a one-time electronic fund transfer from your accountor to process the payment as a check transaction. When we use information from your check to make an electronic fund transfer, funds may be withdrawn from youraccount as soon as the same day we receive your payment and you will not receive your check back from your financial institution.

2011 ConferenceP.O. Box 24133

Omaha, NE 68124

RETURN SERVICE REQUESTED

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Embassy Suites • 12520 Westport Parkway • LaVista, Nebraska

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