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IDEA FORUMJW Marriott Chicago | October 4–6, 2015 | Chicago, IL

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WelcomeTO THE 2015 IDEA FORUM

Agenda at a Glance

All sessions and the Ecosystem Room are in the Grand Ballroom unless otherwise noted.

Sunday, October 4

11:00 a.m. – 12:15 p.m. Fun Run (Optional)

2:00 p.m. – 5:30 p.m. • PartnersFinancial Ecosystem Room is open.• Stop by the André Phillipe table to sign up for a custom suit fitting.

Cash, check and all major credit cards accepted.

2:00 p.m. – 6:00 p.m. Main Platform • A Message from Your Chairman• Conference Overview• NFP Town Hall• Keynote Speaker sponsored by Accordia Life: Curt Steinhorst,

The Center for Generational Kinetics

• Break• Insuring Client Continuity• Leveraging Capital Markets• PartnersFinancial Business Overview• Partners Special Recognitions

6:00 p.m. – 7:00 p.m. Cocktail Reception | Grand Foyer

Dinner on Your Own

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Monday, October 5

7:00 a.m. – 8:00 a.m. Breakfast | Burnham Ballroom

8:00 a.m. – 5:30 p.m. • PartnersFinancial Ecosystem Room is open.• Stop by the André Phillipe table to sign up for a custom suit fitting.

Cash, check and all major credit cards accepted.

8:00 a.m. – 8:30 a.m. Opening Remarks

8:30 a.m. – 9:30 a.m. Keynote Speaker: Coach Bob KnightSponsored by John Hancock

9:30 a.m. – 10:00 a.m. Break Don’t Forget to Stop by the PartnersFinancial Ecosystem Room!

10:00 a.m. – noon Emerging Markets Suite: From Cocktail Napkins to Commission • Structurally Speaking• Fishing Offshore: Opening the International Marketplace Next Door• Partnering to Expand Your Reach• Life After a Sale• The Globalization of Private Placement Life Insurance

Noon – 1:30 p.m. Lunch and Highlight Speakers I Burnham Ballroom

Mark Smith, Vitality I Greg Mack, John Hancock

1:30 p.m. – 2:00 p.m. Break Don’t Forget to Stop by the PartnersFinancial Ecosystem Room!

2:00 p.m. – 4:00 p.m. Wealth Transfer Suite• Are You a Fiduciary Now?• Innovating Life: It’s Not Just a Fitbit• Riding Out the Legislative Storm• Freshly Picked Sales Ideas

4:00 p.m. – 4:30 p.m. Break

4:30 p.m. – 5:30 p.m. Liquid Fast & Furious

Dinner on Your Own

Tuesday, October 6

7:30 a.m. – 8:30 a.m. Breakfast | Burnham Ballroom

8:30 a.m. – 9:30 a.m. Global Atlantic Spotlight I Allan Levine, Global Atlantic

9:30 a.m. – 11:30 a.m. Business Planning Suite• Opening the Door to Privately Held Business Owners• Best Laid Plans: The Complete Buy-Sell• Picking Uncle Sam’s Pocket• Portable Payroll Deductions

11:30 a.m. – noon Closing Remarks

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Navigate Smarter — Visit the Ecosystem Room

The PartnersFinancial Ecosystem Room showcases the interconnections between our preferred vendors and Core carriers. Our resources’ connectivity and accessibility can help make your business more productive in four key areas:

• Prospecting: Discover new business opportunities.• Knowledge: Get access to PartnersFinancial intellectual capital and proprietary tools. • Solutions: Harness the power of best-in-industry life insurance providers.• Efficiency: Leverage industry-leading solutions to manage your business.

Go through the full life cycle of a case as you walk through the room, and get the tools you need at each booth. Learn 15 ways to build and nourish your book of business. When the parts connect as a whole, profits can grow easily. Don’t miss out on the Ecosystem Room!

PROSPECTING Seize new business opportunities.

EverPlans fulfills clients’ wishes and provides services the whole family needs. Guide clients step by step through legal, financial, health care and other decisions. Easily store, organize and share their vital documents, building bonds with the next generation of clients.

InforcePro means you never leave a client in the dark again. InforcePRO identifies and prioritizes actions needed across universal life, whole life and term life. Ensure that you’re alerted to policy funding issues, loans, renewals, conversion expiries and 30 other important triggers.

KNOWLEDGE Use these tools to stay on top of every detail.

ILS is a direct buyer of life settlements that reviews policies from life insurance agents, financial advisors and life settlement brokers. They’re experts in the evaluation and management of longevity risk with proprietary medical and in-house actuarial capabilities.

NFP is a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement, and individual insurance and wealth management solutions. Ask about NFP proprietary tools, including:

• Carrier Data Portal• KnowledgeNetwork• Marketing Resource Library • Presentation Solutions

• ProductExpert• QuickQuote• UConnect• UnderwritingExpert

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SOLUTIONSServe clients well with best-in-industry providers.

Ashar Group appraises life insurance assets and represents your client as an independent advocate to secure fair market value. The Ashar Secondary Market Valuation is the industry standard for appraising life insurance.

Proformex by TOLI Vault is an efficient way to monitor blocks of life insurance products. Don’t let reactive management set the norm. Proformex is the essential Web-based software platform designed for ongoing insurance policy monitoring.

CORE CARRIERSAccordia Life provides a wide range of solutions. For example, the SI/GI program simplifies your multilife COLI business cases with a unique indexed COLI product, and reduced underwriting guidelines facilitate an easy enrollment process.

John Hancock partnered with Vitality to create a program that rewards clients for healthy diets, exercise and preventative care. Help your clients live better, live longer and get access to great rewards all at the same time.

MetLife offers process innovation that challenges the status quo and can improve your bottom line. Hear how Enhanced Rate Plus gets you get from Standard NS to Best class and how Class Match can leverage underwriting on cases you’ve placed at another carrier.

Nationwide is committed to helping people prepare for and live in retirement with guidance from financial advisors. Help clients get a better idea of expected retirement health care expenses with the Nationwide Health Care Cost Assessment.

Pacific Life highlights technology that can help with every part of the client acquisition and retention journey. Learn about exclusive mobile apps, microsites, LinkedIn and social selling training, enhanced marketing and servicing websites, and iPad training.

Protective Life designed the innovative TeleLife application process to make submitting business easy. TeleLife assists in the process, from the time you submit the pre-application until the packet arrives at the home office.

Voya invites you to try a modern approach to a classic sale. Turn three meetings into one using a revolutionary new app. Take your clients on their financial journey today so they understand the lifelong value of life insurance.

EFFICIENCYIndustry leading solutions to manage your business effectively.

SmartOffice powered by Ebix is the customer relationship management solution that takes care of people. It helps you deliver truly excellent service at every stage, leading to dedicated clients and, ultimately, more revenue.

Concenter’s XLR8 was built on the Salesforce CRM platform and created for NFP firms. It’s a customized version of Salesforce CRM that integrates with other proprietary tools like UConnect, and can be individually customized by firms to match their needs.

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IDEA FORUM

Mobile App

Access the full conference agenda and much more on your mobile devices.• Get details on sessions and events.

• Review speaker bios.

• Download handouts and presentations.

• Access carrier information.

To download the app, visit http://eventmobi.com/2015ideaforum

Wi-FiComplimentary Wi-Fi is available for all Idea Forum attendees.Network: Marriott Conference Passcode: partners2015The Wi-Fi passcode is not case sensitive.

AssistanceNeed help downloading the Idea Forum mobile app? Visit the Registration Desk in the Grand Foyer on the second floor.

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Speakers

Curt SteinhorstThe Center for Generational Kinetics

Coach Bob Knight

Mark SmithVitality

Allan Levine Global Atlantic

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Agenda

All sessions and the Ecosystem Room are in the Grand Ballroom unless otherwise noted.

Sunday, October 4

11:00 a.m. – 12:15 p.m. Fun Run (Optional)

Join us on a two-mile fun run (or walk) through historic Chicago. People of all fitness levels are encouraged to come, and we’ll be joined by 1983 Boston Marathon Champion Greg Meyer! Swing by the John Hancock registration desk on the second floor of the hotel to pick up a jersey and sign the waiver.

Sponsored by John Hancock

2:00 p.m. – 5:30 p.m. PartnersFinancial Ecosystem Room Is OpenWhat is the PartnersFinancial Ecosystem Room?The Ecosystem showcases the interconnected web of our preferred vendors and Core carriers. Our resources’ connectivity and accessibility can help make your business more productive and more profitable in four key areas:

• Prospecting: Discover new business opportunities.• Knowledge: Gain PartnersFinancial intellectual capital and proprietary tools. • Solutions: Harness the power of best-in-industry life insurance providers.• Efficiency: Leverage industry-leading solutions to manage your business.

Stop by the PartnersFinancial Ecosystem Room during the designated times to learn more.

2:00 p.m. – 5:30 p.m. André Phillipe Custom Suit FittingAndré Phillipe represents the highest in quality style and fashion. Stop by the André Phillipe table to start the journey to your new suit, fully customized, crafted of the finest fabrics and fashioned to your exact measurements for a perfect fit. Please note, André Phillipe accepts cash, check and all major credit cards.

2:00 p.m. – 6:00 p.m. Main Platform

2:00 p.m. – 2:30 p.m. A Message from Your Chairman Jason O’Dell, OJM Group

Conference OverviewMike James, PartnersFinancial

2:30 p.m. – 3:00 p.m. NFP Town HallDoug Hammond, NFPModerated by: Mike James, PartnersFinancial

3:00 p.m. – 4:00 p.m. Keynote Speaker: Crossing the Generational Divide: Unlocking the Power of Generations for Your Strategic AdvantageThe generational divide is a costly and growing challenge, or a once-in-a-generation opportunity — depending entirely on how you and your leaders respond. Strategies that work for one generation can be complete turn-offs for others. Generational expert Curt Steinhorst will reveal new, research-based truths that will help you connect with every generation. Get ready for some surprising findings, unexpected trends and step-by-step actions you can apply to your business immediately.

Curt Steinhorst, The Center for Generational KineticsSponsored by Accordia Life

4:00 p.m. – 4:20 p.m. BreakDon’t Forget to Stop by the PartnersFinancial Ecosystem Room!

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Takeaways

4:20 p.m. – 4:40 p.m. Insuring Client Continuity Many accomplished producers now find themselves in a predicament. What’s the best way to address succession and continuity? Do I focus on the long-term future of my family, my staff or my clients first? Where can I get good, sound advice? Where do real-life examples exist that I can relate to? This session provides answers to these questions and highlights important strategies that make tackling the issue of client continuity real and obtainable.

Buddy Dike, Texas Financial PartnersTodd Healy, Healy PartnersTerry White, IdeaTransfer GroupModerated by: Peter Chung, PartnersFinancial

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Agenda

All sessions and the Ecosystem Room are in the Grand Ballroom umless otherwise noted.

Sunday, October 4 cont.

4:40 p.m. – 5:00 p.m. Leveraging Capital Markets Everyone is buzzing about premium financing, but do you ever wonder: “How do I get started? How do I add premium financing as an offering at my firm?” “Have I missed the market? What’s the market doing?” “What’s the process to place a case?” Join a panel of experts to expand your knowledge and strategically integrate premium financing into your practice.

Alex Cano, First Insurance FundingRobert Kulle, Heritage Capital StrategiesMichael Rothman, Succession Capital AllianceModerated by: Kristin Bulat, PartnersFinancial

5:00 p.m. – 5:30 p.m. PartnersFinancial Business Overview Mike James, PartnersFinancial

5:30 p.m. – 6:00 p.m. Partners Special RecognitionsJoin us for our inaugural Partners Special Recognitions awards. Our membership is full of influential individuals within the life insurance industry as well as their respective communities. This year we’ll award three prominent members with the Impact Player Award, Humanitarian Award and Legacy Award.

Mike James, PartnersFinancialBruce Callahan, NFP

6:00 p.m. – 7:00 p.m. Cocktail Reception | Grand Foyer

Dinner on Your Own

Monday, October 5

7:00 a.m. – 8:00 a.m. Breakfast | Burnham Ballroom

8:00 a.m. – 5:30 p.m. • PartnersFinancial Ecosystem Room Is Open• André Phillipe Custom Suit Fitting

8:00 a.m. – 8:30 a.m. Opening Remarks Mike James, PartnersFinancial

8:30 a.m. – 9:30 a.m. Keynote Speaker: The Power of Negative Thinking As one of the most legendary coaches in college basketball, Bob Knight earned his place in the Basketball Hall of Fame. He won 902 NCAA Division 1 games, and during his time as the head coach of the Indiana Hoosiers, his players had a 98 percent graduation rate. His history represents holding the highest expectations for teamwork, dedication and discipline — for both his players and himself. Knight will motivate us to find the true meaning of “winning” and to pursue it in every aspect of life.

Coach Bob KnightSponsored by John Hancock

9:30 a.m. – 10:00 a.m. Break Don’t Forget to Stop by the PartnersFinancial Ecosystem Room!

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Takeaways

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Agenda

All sessions and the Ecosystem Room are in the Grand Ballroom unless otherwise noted.

Monday, October 5 cont.

10:00 a.m. – noon Emerging Markets Suite: From Cocktail Napkins to CommissionLearn what NFP has been doing to assist you in building out your COI marketplace and how producers are turning our thoughts into revenue streams.

Moderated by: Kris Stegall, PartnersFinancial

Structurally SpeakingTake some time to learn about how various entities are being used internationally with respect to the U.S. and where the insurance opportunities may reside.

Jonathon Geer, Geer FinancialBeth Tractenberg, Global Estate Planning, Steptoe & Johnson

Fishing Offshore: Opening the International Marketplace Next DoorLearn what other principals in the U.S. and abroad are doing to build their offshore books of business.

Cindy Schofield, Manulife Bermuda

Partnering to Expand Your ReachToday’s businesses are global. So are their benefits planning needs. Learn how you can use a global platform to extend your own benefits planning.

Antony Pearse, Global Benefits Consulting, NFP

Life After a SaleDiscover how to use policy valuations as a supplemental income stream and potentially unlock a life settlement — two potential sales!

Jon Mendelson, Ashar Group

The Globalization of Private Placement Life InsuranceDiscover how you can use private placement knowledge to drive PPLI sales and how permanent insurance is often used as a supplement.

John Fischer, Philadelphia Financial

Noon – 1:30 p.m. Lunch and Highlight Speakers | Burnham Ballroom

Vitality: An Insider’s PerspectiveImagine if keeping track of daily exercise lowered life insurance premiums — and getting preventative medical care earned rewards discounts at Whole Foods and the Hyatt. Mark Smith is bringing bold new wellness incentives to life insurance products in a program that’s propelled John Hancock and Vitality into a unique partnership with consumers.

Enjoy lunch with your peers while learning the strategies and tactics of an interactive, personalized wellness program that saves money for policyholders and providers alike.

Mark Smith, VitalityGreg Mack, John Hancock Moderated by: Howard Sharfman, Schwartz Insurance Solutions

1:30 p.m. – 2:00 p.m. Break Don’t Forget to Stop by the PartnersFinancial Ecosystem Room!

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Takeaways

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All sessions and the Ecosystem Room are in the Grand Ballroom unless otherwise noted.

Monday, October 5 cont.

2:00 p.m. – 4:00 p.m. Wealth Transfer SuiteModerated by: Kristin Bulat, PartnersFinancial

Are You a Fiduciary Now?Take a look into the proposed fiduciary standards and what they may mean to you and your business. Then learn to harness the headwinds to push you forward to increased sales.

Bill Bell, Pacific LifeChris Morton, AALUJason O’Dell, OJM Group

Innovating Life: It’s Not Just a FitbitLearn fresh perspectives from across the marketplace. Hear from peers who are having success selling in a different way.

Jim Monteverde, The Monteverde GroupJason Prather, Legacy Capital GroupHoward Sharfman, Schwartz Insurance SolutionsBobby Trotenberg, Arbor Group

Riding Out the Legislative StormThe IRS has signaled its intent to change the rules regarding the availability of discounts, but what does that really mean? Should we be worried? What should we be doing now to get ready?

Joe Donovan, Bay Financial AssociatesChris Morton, AALUKenneth Samuelson, The Morehead Group

Freshly Picked Sales IdeasJoin an open discussion of several sales ideas you can implement to juice your year end and get you ready for 2016.

Kristin Bulat, PartnersFinancial

4:00 p.m. – 4:30 p.m. Break

4:30 p.m. – 5:30 p.m. Liquid Fast & Furious Attend our first-ever “Liquid Fast & Furious”! Come enjoy wine and beer while your peers deliver their top sales ideas in four minutes or less. The top three fixed-product sales ideas from our PartnersFinancial members will be awarded fantastic prizes, including an Apple MacBook, Microsoft Surface Pro and Apple Watch! You must register to participate.

Winners will be determined solely by the Judges' Panel. Sales ideas must be for fixed products. The prizes, donated by PartnersFinancial, are only available to current PartnersFinancial members. One prize per recipient.

Judges' Panel:Mike James, PartnersFinancialBruce Callahan, NFPJason O’Dell, OJM Group

Dinner on Your Own

Agenda

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Takeaways

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Agenda

Tuesday, October 6

7:30 a.m. – 8:30 a.m. Breakfast | Burnham Ballroom

8:30 a.m. – 9:30 a.m. Opening Remarks: Mike James, PartnersFinancial

Global Atlantic Spotlight When do the great ideas that take root in one company call for a brand new company of their own? Global Atlantic was founded at Goldman Sachs in 2004 and went independent in 2013. Allan Levine now oversees a leading family of brands in the life insurance, annuity and reinsurance business. Join us for an insider’s look at the creation of Global Atlantic — as well as the strategies and long-term goals that propel growth in the industry.

Allan Levine, Global Atlantic

9:30 a.m. – 11:30 a.m. Business Planning SuiteModerated by: Peter Chung, PartnersFinancial

Opening the Door to Privately Held Business OwnersWhat are you doing to help your clients answer the following important questions: How do I best grow and protect my company? How do I prepare to sell my business? What do I need to do to transition my company to my successors? Hear panelists’ opinions on why they believe there’s such a huge untapped opportunity in the privately held business marketplace.

Robert Kulle, Heritage Capital StrategiesDavid Rosuck, Pacific Life

Best Laid Plans: The Complete Buy-SellHow do you do all of the right things for your clients and ensure they’re taken care of before and after delivering life insurance proceeds? Steve and Randy will walk us through a real-life event where their process for insuring business owner continuity took effect.

Steve Walker and Randy Campbell, Campbell Wealth Management

Picking Uncle Sam’s PocketGiven today’s tax environment, are you helping your clients minimize their tax exposure while maximizing their available dollars for life insurance? Bruce will walk you through his time-tested process for helping new clients strategically plan.

Bruce Gendein, The Senex Group

Portable Payroll DeductionsLearn how to utilize hybrid life/LTC products in a new exciting way with your business owner clients. When designed properly, the premiums for these products can be payroll deducted when structured within an executive bonus plan. Hear how Bob Leeper has broadened his prospecting to business clients with this great strategy.

Bob Leeper, NFP

11:30 a.m. – noon Closing Remarks Bruce Callahan, NFP

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Takeaways

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is on your side

Thank you to our Core Carriers

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General

InformationRegistration Desk Hours Grand Foyer, Second Floor

Sunday: 10:00 a.m. – 7:00 p.m.

Monday: 7:00 a.m. – 5:30 p.m.

Tuesday: 7:00 a.m. – noon

AttireAttire for all meetings and receptions is business casual.

AssistanceIf you need assistance during the conference, please locate a PartnersFinancial staff member or pick up a hotel house phone and ask to be transferred to the PartnersFinancial Registration Desk. The desk will be open throughout the meeting to answer questions or address concerns.

QuestionsIf you have questions related to the meeting content, contact:Caitlin Hoffman, PartnersFinancial512-697-6207

If you have logistical questions, contact:Beatrice Flores, NFP Meetings and Event Strategy512-963-4777bflores@nfp.com

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1250 Capital of Texas Highway S. | Building 2 | Suite 125 | Austin, TX 78746

157022 09/15 PF-17549-15For internal use only. Not for public distribution.