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Detour Ahead: Stay the Course

NAIFA-SOUTH CAROLINA ANNUAL CONFERENCE

October 6th and 7th
VIRTUALLY - Zoom Platform 

NAIFA-South Carolina's Annual Conference was a huge success! Check out videos of the presentations below if you missed it.

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Life Insurance Industry Updates as it Relates to Tax Changes as well as Estate Planning Opportunities

Linas Sudzius, J.D., CLU, ChFC

October 6th

9:15 AM

Linas began his career in the life insurance business for a Chicago-based insurance company in 1987 as is now the President of Advanced Underwriting Consultants (AUC). In addition to his work at AUC, Linas is the founder of and managing attorney with the ICS Law Group. He is also the author of the book What Most Life Insurance Agents Won't Tell You.


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Detour Ahead, Staying The Living Benefit Life Insurance Course

Jim Mallon

October 6th

10:25 AM

Jim is President of LiveAmerica, a consumer-focused distribution company that is an industry leader in living benefit insurance solutions. He is also President of James A. Mallon Associates (JMA), where he provides guidance to firms across the world, is on the board of directors for SE2, and is a distinguished lecturer at the University of Alabama’s Culverhouse School of Business.

Jim is perhaps best known for developing one of the first living benefit life insurance products: Quality of Life…Insurance, while serving as President and CEO of American General Life and Accident (AGLA), a subsidiary of AIG. During his tenure at AGLA, Jim repositioned the company with a consumer driven focus on living benefits, resulting in sales results that dramatically outperformed the U.S. life insurance industry. Ultimately, Jim became President of Global Life Insurance at AIG where he led their growth, including strategic acquisitions and joint ventures, domestically and internationally.


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Privacy Protection - ID Theft Ideas

Tim Cintolo

October 6th

11:35 AM

Tim Cintolo is the Director of Sales Technology for Prudential’s Individual Solutions Group. He provides value-added programs and in-market technology training to the sales organization, financial professionals, and the broker dealers we serve. His focus is helping our customers utilize technology solutions to better service their clients and help grow their business. He also provides guidance to sales professionals on integrating best practices for leveraging social media platforms, cybersecurity best practices and broker-dealer systems. Tim’s recommendations for financial professionals have been published in industry circulars such as WealthManagement Magazine.


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Powered Productivity:
Super Tech Tools to Get Stuff Done

Beth Ziesenis

October 6th

2:00 PM

Exasperated by email? Peeved about passwords? Tired of tedious tasks? You're not alone!

Join Your Nerdy Best Friend, aka Author Beth Ziesenis, for a research-based look at common productivity problems, followed by the technology to solve them. 

Discover how to use free and bargain technology tools you never knew existed to work more efficiently with your teams, get organized, and finally get stuff done.