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The Next Generation Advisor

NAIFA-SOUTH CAROLINA ANNUAL CONFERENCE

September 18-20, 2022
DoubleTree - Myrtle Beach, south Carolina

Join us in Myrtle Beach for NAIFA-South Carolina's Annual Conference! We can't wait to see you.

Book your room at the DoubleTree - special rate of $169/night!

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A Little Extra

Chris Gandy
Midwest Legacy Group (OneAmerica)
Founder and Chief Executive Officer

September 19, 2022

9:30 - 10:15 AM

Christopher L. Gandy is the Founder and Chief Executive Officer of Midwest Legacy Group (OneAmerica) in Lisle, IL. He has served as President of NAIFA’s Chicagoland chapter and has been a NAIFA member since 2003. He entered the insurance and financial services industry in 1999 after playing professional basketball for the Chicago Bulls and the San Antonio Spurs as well as in L’Hermaine, France.

Gandy serves on NAIFA’s Diversity, Equity, and Inclusion Task Force and is a member of the NAIFA 2025 Strategic Planning Committee. He is a highly sought after speaker for industry events and has been a speaker at NAIFA’s Performance+Purpose annual conference and published in Advisors Magazine, GQ, Advisor Today and InsuranceNewsNet among other publications.

Gandy is also an active volunteer in the community. He serves on the Board of the Chicago Concussion Coalition, which strives to make amateur sports safer for children, and on the Board of Directors of the Urban League. He is part of the United Way’s Young Community Leaders and volunteers for the Big Brothers/Big Sisters organization.


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State of NAIFA

Bryon Holz, CLU, ChFC, LUTCF, LACP
Bryon Holz & Associates
Financial Planner, NAIFA President-Elect

September 19, 2022

6:00 PM

Bryon and his team of associates in Tampa Bay, Florida have been building brighter tomorrows for their clients since 1983, specializing in asset protection, income planning and wealth conservation strategies. Their firm's approach to financial services is based on the principle that the customer’s needs should always come first.

A business graduate and Presidential Scholar of the University of Tampa and graduate of the Professional Management Institute in Insurance Marketing Management at Purdue University, Bryon has complimented his industry education with numerous designations, certifications and credentials.

Holz has served in leadership on various professional boards including as state and local president, two-time national trustee, and current National Association of Insurance and Financial Advisors (NAIFA) President-Elect. He was additionally feted with both his local and state association’s distinguished service awards, and honored to be both a graduate and two-time moderator of NAIFA’s prestigious Leadership in Life Institute (LILI).

A life, qualifying and Top of the Table member of the Million Dollar Round Table, Bryon is a long-time supporter of the MDRT Foundation, and has served on numerous MDRT and MDRT Foundation committees. A regular industry columnist and speaker, he was thrilled to be a featured presenter at three MDRT Annual Meetings.

Holz believes in serving his community, and actively supports numerous civic and charitable causes including Instruments of Change, Epilepsy Services Foundation, Scouting, and the Nativity Food Bank among many others.


casummitman

Running For Your Life

Tyler Jack Harris
The Tarr Agency
Chief Growth Officer

September 20, 2022

9:00 - 10:00 am

This course will cover:

  • How to decide what you really want
  • How to decide who you run with
  • How to decide to run and take quitting off the table
  • 5 types of people you should surround yourself with 

You will leave this event with a brand new perspective that creates massive results in your personal and professional life!

LEARN MORE


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Mike Farrell
Farrell Insurance Agency
Insurance Broker

September 20, 2022

10:00 - 10:45 am

Mike is a hometown insurance agent who owns his own agency in Lexington, SC. He manages everyday risks by offering top notch insurance products through some of the best carriers in the nation. Mike is actively involved in community organizations including The Palmetto Chapter of AmSpirit, Midlands Technical College Board, and coaching for youth recreational events. When he is not working with clients at his agency, Mike is spending time with his wife Nikki and their three wonderful children on the lake, at numerous sporting events, or golfing.


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Top of the Table

Curtis Matlin, CLU, ChFC, CASL
Matlin Financial Services
President

September 20, 2022

11:00 - 11:45 AM

Curt Matlin is President of Matlin Financial Services, an insurance and investment advisory firm in Northbrook, IL. He is a 32-year member of NAIFA and a 26-year member of MDRT, with eight Court of the Table and six Top of the Table qualifications. But it wasn’t always easy: Curt struggled to stay in business during the early years. He will share his journey from near-failure to success.

In his presentation he will share steps you can take to improve your business practice and success:

  • Six strategies to achieve and maintain Top of the Table production
  • A simple diagram that helps clients and prospects understand how life insurance works; and, how an over-funded permanent policy provides multiple benefits to families
  • How to describe Long-Term Care insurance as “the purchase of future, tax-free dollars at a deep discount” and how to help people see the value of a LTC policy
  • How employee benefits and retirement plans can help you reach business owners
  • How a simple question on the golf course led to $2MM of AUM
  • How Curt transitioned from a product salesperson to a trusted advisor to 34 families and businesses

Curt has served on over 10 MDRT committees through the years, most notably:

  • Chairman of MDRT Ethics Committee
  • MDRT Program Development Committee for Toronto 2014 Annual Meeting
  • Chairman of MDRT Foundation - Finance Committee for 2022

Curt is involved with several charities in IL and serves as Board VP for www.saluteinc.org –an organization that has helped over 18,000 veterans and their families since 2003.