NAIFA Illinois Diversity Training

This meeting is designed to benefit ALL Insurance and Financial Professional Professionals!

Christian Giannotti, MBA, entrepreneur since birth, has over 20 years of experience and training/education, with degrees in finance and two master's degrees.  He began his career in telecommunications with sales and business development of international systems, then opened his own real estate company.  Now he is 100% focused on the financial industry. His passion was always to help his community which is eminent in everything he does, from his radio program "Your Health and Money", TV interviews, education workshops, his financial columns in the magazine "A Good Doctor"; and recently published in Bloomberg Business for his endeavors & commitment to financial education.  Christian helps entrepreneurs, professionals and more than anyone Seniors to better understand their Medicare and Social Security benefits.  His mission is to create a positive change in the lives of others, especially in the immigrant & Latino communities. 

Richie Marrero specializes in helping executives, business owners and families create financial security and success for themselves, their families, and businesses. He leverages the expertise of MassMutual Chicago team to ensure they receive innovative recommendations in managing their risks, accumulating sufficient assets for retirement, and providing solutions for all areas of their employee benefit needs. In Richie’s role as Senior Associate he shares in the responsi-bility for talent acquisition, Associate development, and leadership development within the firm.  Richie is an active member of NAIFA and serves on the Board of Association of Latino Professionals for America (ALPFA)

Qayyum “Kai” Raheem, LUTCF has 31 years of experience in the financial services industry with 18 years in sales management. He has been with Prudential Advisors since 2014. His experience includes work with MetLife, New England Financial, New York Life, and Phoenix Life.  He has held several positions in the industry including agent, sales manager, agency trainer, and life wholesaler. He has over 27 years of experience with Advanced Markets with a focus on Estate Planning, Business Succession Planning and Retirement Planning.  He is a 7-time Management Conference Qualifier and member of NAIFA and GAMA. 

Aamir Chalisa, MBA, LUTCF, is currently a Managing Director at the Oak Brook, IL branch for Futurity First Insurance Group (FFIG).  He leads this branch with 40 agents and was the number 2 branch at Futurity in 2015 with over $2.5 Million in GDC.  Aamir has 25 years of experience with a successful track record of growing diversity in corporate America. He is a frequent speaker at industry conferences on marketing and diversity. Aamir has won many sales and management awards throughout his career and qualified for MDRT three times.  Aamir is also on the Membership Committee of GAMA International. In 2015, he was appointed to the Board of Directors of GAMA to head up the India Task Force and was also named GAMA Volunteer of the Year.  He has received GAMA's First in Class Award twice in his career.  He won GAMA awards in 2013, 2014 & 2015.  He also served on the NAIFA National 20/20 Task Force and is a member of NAIFA's National and State Diversity Councils.

Program Schedule

10:00 a.m.       Rodrigo "Bobby" Menendez, MBA, Emcee - Opening Remarks

10:05 a.m.       Christian Gianotti, MBA - Educating the Hispanic Senior Community in Maximizing Social Security & Medicare Benefits (Planning for a Better Retirement)

10:50 a.m.       Networking   

11:05 a.m.       Richie Marrero – Tools for Building Trust in the Latino Community

11:50 a.m.       Lunch

12:05 a.m.       Kai Raheem, LUTCF – Understanding the Cultural Nuances of the South Asian Markets

12:50 p.m.       Networking   

1:05 p.m.         Aamir Chalisa, MBA, LUTCF - Best Practices in Serving the South Asian Markets

1:50 p.m.         Wrap-Up and Discussion!

2:00 p.m.              Adjournment

 

Please contact Jennifer at the NAIFA office with any questions.  217-529-0126 or jennifer@naifa-il.com.

 

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