NAIFA-Dallas June 28, 2018

"Celebration of Achievement" Luncheon
Followed by 1 Hour CE
Sponsored by Cigna

You are cordially invited to join us on
June 28, 2018
11:15 a.m. - 2:15 pm

"Celebration of Achievement"Luncheon  featuring
John Oldham
"Transparency Fosters Trust - Educating Clients to
Win Business While Protecting Your Practice"

John Oldham has made it his mission to help advisors win cases, using his proven sales process and SwitchSafe's database of over 40,000 financial products and prospectuses.  His presentation will focus on real-world compliance strategies that protect your practice and how to use the data to win business on the first appointment.

John is a 17 year veteran of the financial services industry.  He joined Thrivent at the age of 20 and became a council qualifier in his rookie year.  After becoming a top producer at the firm, he joined New York Life, and eventually MetLife, before becoming an independent advisor in 2010.  John worked with several independent broker dealers and the nation's leading FMO for annuity products.  In 2016, John began developing SwitchSafe. Recently launched, SwitchSafe is a mobile device-friendly software product that addresses growing conerns within the industry.  Until now, advisors simply did not have the data they needed to do appropriate product comparison in the field.  Completing replacement paperwork accurately was inefficient, if not impossible.  Additionally, clients are increasingly filing complaints and arbitrations against advisors long after sales are made and are being more successful during those arbitrations.  John's feelings were verified when an insurance company was fined $25 million by FINRA for making negligent material misrepresentations and omissions on variable annuity (VA) replacement applications.

CE Following the Luncheon
"International Benefits - Issues and Challenges"
Sponsored by Cigna
Presented by Danielle Turner

Danielle Turner is a Senior New Business Manager for Cigna Global Health Benefits, working in Houston.  Her territory encompasses Texas, Oklahoma, Louisiana and Arkansas.  Danielle has worked in the health care industry for over 25 years, focusing on global benefits for groups of employees assigned or traveling internationally.  Her determined, "can-do" attitude has been instrumental in her success, creating cost-effective solutions for multinational employers as she works closely with their brokers and consultants.  She has earned a reputation for excellence by listening to the needs of her prospective clients.  Danielle's success can be measured in part by her recognition in Cigna Global Health Benefits' Gold Circle Awards for five years.  She was also hand-picked by senior management for an Associate Recognition Program and an Outstanding Employee Commitment Award.  She regularly conducts continuing education classes for brokers and consultants within her territory and has successfully mentored sales interns and new employees for Cigna.