Welcome to the 2016 Idea Forum! - NFP · 2016 Advisory Board Jason O’Dell, Chairman OJM Group...
Transcript of Welcome to the 2016 Idea Forum! - NFP · 2016 Advisory Board Jason O’Dell, Chairman OJM Group...
Welcome to the 2016 Idea Forum!
A Message From Your Chairman
Jason O’Dell, OJM GroupPartnersFinancial Advisory Board President
Looking Back & Looking Forward
Charitable Foundation
Advisory Board
Membership Survey
Core Carrier Line up
PartnersFinancial Technology
PF Charitable Foundation Board
Jason O’Dell
John Irvin
Jim Monteverde
Jason Prather
Howard Silverman
Johnny Adcock
Joe Carpenter
Jay Cavanagh
Howard Cohen
Paul Devore
Jordon Katz
Marc Schechter
Howard Sharfman
Greg Steliotes
Ted Zouzounis
Confidential
Advisory Board Update
2016 Advisory Board
Jason O’Dell, ChairmanOJM Group
Steve CrookExecutive Planning Services
Bruce CallahanNFP
John HillWealthPartners
Jay CavanaghThe KNW Group
John KerrBay Financial
Mayur DalalDalal Capital Advisors
Jordon KatzJR KATZ
Johnny AdcockAdcock Financial Group
Jeff OstrumFinancial Architect
Partners
Mike JamesPartnersFinancial
2016 Outgoing Board Members
Jay CavanaghThe KNW Group
Johnny AdcockAdcock Financial Group
Thank You
Committee Structure
New
Committee
Board
Chair
PartnersFinancial
Liaison
Formerly comprised of
these Committees
Member ResourcesJay Cavanagh
Mayur DalalKristin Bulat
Advanced Sales
Product
Underwriting Advocacy
Technology
Conference Planning
MembershipSteve Crook
John Kerr
Julie Schneider
Peter Chung
Recruiting
Membership Standards
Governance
Compensation
Johnny Adcock
Jeff Ostrum
Jordon Katz
Mike James
Tom Povedano
Compensation
Carrier Management
Cross-Serve John Hill Peter Chung Benefits
Investments
PartnersFinancial
Charitable FoundationJason O’Dell Bruce Callahan PF Charitable Foundation
Membership Survey Update
MEMBERSHIP
SURVEY
UPDATE
Looking Ahead
Core Carrier Lineup
Recruit New Members
Provide feedback to any advisory board member or
PartnersFinancial team member
Total Business Review
Mike JamesPresident, PartnersFinancial
Structure
BUSINESS
DEVELOPMENTSTRATEGIC
RESOURCESRECRUITING
BUSINESS
OPERATIONS
MEMBERSHIP
2017 Convention
Industry CEO Panel
Eileen McDonnell, Chairman and CEO, Penn Mutual
Jim Morris, Chairman, President and CEO, Pacific Life Insurance Company
Robert Kerzner, President and CEO, LIMRA
Moderator: Mike James, President, PartnersFinancial
Proprietary Product Technology Update
Caitlin HoffmanAVP of Product Marketing, PartnersFinancial
Confidential
Vision, Implementation, Feedback!
Vision: Revitalizing Product
Feedback
Innovate
Revitalize Refresh
Evolve
Enhance
Implementation
ProductExpert ProductSprinter
Feedback: 90/10 Rule!
Refresh
Evolve
Enhance
Adcock Financial Group
ArborHSA
Bay Financial Associates
Cedar Point Financial
Dalal Capital Advisors
Financial Architects Partners
Flah & Company
JR Katz
Legacy Capital Group – CA
Madison Planning Group
Momentum Advanced Planning
National Madison Group
NFP CA Insurance Services
NFP Insurance Solutions
Schechter Wealth
The Bensman Group
The KNW Group
The Morehead Group
Windsor Insurance
Confidential
The Future is Now
The ProductPortal
Empower Your Decisions
Add screen shot of the new PE home page
Empower Your Decisions
Empower Your Decisions
Continuing to Evolve...
ProductPortal
ProductExpert
ProductSprinter
In The Lab…
Launching…
PartnersFinancial Special Recognition
Bruce CallahanChairman Emeritus, PartnersFinancial and Vice Chairman Emeritus, NFP
2016 Impact Player Award
Sagar DalalDalal Capital Advisors
2016 Humanitarian Award
Armistead BrowningFounding Principal
The Browning Group II, LLC
2016 Legacy Award
Howard Silverman, CLU, ChFC, CAP
Chairman of ARBOR/HSA, LLC
2016 Julie Shuptrine Award
Jessica SorgDirector of Underwriting
Legacy Capital Group
In Honor of Your Service
Rick SchindlerRetired with distinction from Pacific Life
after 26 years of excellence.
To a Special Friend & Colleague