2019 Summit for Insurance and Financial Advisors
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When: Thursday, April 18, 2019
8:00am — 4:00pm
Where: Minneapolis Marriott Northwest
7025 Northland Dr N
Brooklyn Park, MN  55428
United States
Contact: Jill Tichy

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2019 Summit for Insurance and Financial Advisors

The Alliance of Professional Associations (APA) is a collaborative effort of Minnesota Association of Health Underwriters, NAIFA Minnesota, Society of Financial Service Professionals – Twin Cities, Women in Financial Services - Minnesota and Minnesota Chapter of the National Association of Fraternal Insurance Counsellors. These organizations jointly host education and professional networking events.


Thursday, April 18

8:00 - 8:45a

Registration, Meet the Experts and Networking with Exhibitors

8:45 - 9:00a

Welcome, Announcements, Advocacy Update

9:00 - 10:00a

Opening Keynote: Gen Z in the Insurance Profession: How the Next Generation will Transform the Insurance Profession, Jonah Stillman


Coffee with Exhibitors

10:30 - 11:25a

Breakout Sessions

  • HSA Legislation - Todd Berkley
  • Charitable Planning for the Middle Class - Jim Silbernagel
  • How to Create the Best Workforce Talent Selection Strategy for YOUR Organization, Kelly Leiker

11:35 - 12:30p

Breakout Sessions

  • Estate and Disability Planning Ideas for Elderly Clients: The Three Step Planning Process, Stuart Bear
  • Qualified Small Employer Health Reimbursement Arrangements, Mike Smith
  • Life Insurance Planning for Businesses, Jordan Walker

12:30 - 1:30p

Lunch Stations in Exhibit Hall

1:30 - 2:30p

Breakout Sessions

  • Advanced Tax Issues and Strategies, Waldean Wall
  • Health Insurance Update, Tim Wilkin
  • Minnesota Residency Law Update: How to Leave Minnesota for Warmer Climates and Lower Taxes.

2:30 - 3:00p

Dessert with Exhibitors

3:00p - 4:00p

Closing Keynote: Longevity: Real Life Challenges During Retirement, Robert, Pokorski


Conference Adjourns

Following the conclusion of the event, we invite you to stay for a networking social hour at 4:15 pm in the hotel lounge.


Jonah Stillman— Keynote Speaker ● Author ● Generations Expert at GenZGuru ● Educating the Workplace + Marketplace on Gen Z

Jonah StillmanJonah Stillman graduated from high school in 2017 and is pursuing a life as an entrepreneur. He has already shared his insights with a variety of companies and industries as well as contributed to stories about Gen Z with MSNBC, CBS, and Fast Company. Jonah is a nationally ranked alpine snowboarder and has served as an ambassador for the international nonprofit WE, traveling to Kenya and Ecuador to build schools.

Jonah and a team of peers conducted one of the first national surveys about Gen Z’s attitudes towards the workplace. The eye-opening results ignited Jonah’s interest in keeping the dialogue going. He is excited to be the voice of his generation and offer companies and organizations a heads-up about our next generation gaps.

Bob Pokorski— Vice President & Medical Director, Individual Life Insurance at Prudential Financial

Bob PokorskiAs Vice President & Medical Director, Dr. Robert Pokorski helps financial advisors, their clients, and consumers better understand the health issues they need to consider when creating or reviewing a retirement plan.

Dr. Pokorski is an internationally-renowned lecturer and author. He has travelled the country giving presentations on health- related topics such as the non-financial shocks that can threaten retirement security. These shocks include being forced to retire early, high out-of-pocket medical expenses later in life, long-term care, widowhood, and living longer than expected.

Dr. Pokorski is certified by the Board of Insurance Medicine and American Board of Internal Medicine, and is a fellow of the American College of Physicians. He holds an MBA from Heriot- Watt University in Edinburgh, Scotland, and a Doctor of Medicine from Creighton University School of Medicine in Omaha, Nebraska.

Author of more than 150 medical and insurance articles, Dr. Pokorski has published papers in Nature, Cancer, and the Journal of Financial Service Professionals. He has also delivered more than a thousand presentations to audiences worldwide. He has also served on the editorial boards of the North American Actuarial Journal and The Journal of Insurance Medicine.

Prior to joining The Prudential Insurance Company of America located in Newark, NJ, Dr. Pokorski worked for The Hartford, where he was the first Chief Medical Strategist in the company’s 200-year history.


Before March 27, 2019: $150
After March 27, 2019: $200

CE Credits

5 hours- MN and WI Insurance CE, CFP®

Exhibitor & Sponsorship

Exhibitor and Sponsor opportunities available.

Click HERE for information on sponsor and exhibitor opportunities

Contact Jake Nelson at jacobn@naifa-mn.org or (651) 379-7304 for more information.


Minneapolis Marriott Northwest

7025 Northland Dr N
Brooklyn Park, MN 55428

Room Rate: $145
Cut-off date: Wednesday March 27th, 2019

Reservations can be made directly by calling (877) 303-1681 or (763) 536 8300. Or you can make a reservation online.

Reserve your room today!

Thank You, Sponsors!

WiFi Sponsor

National Western Life

Tote Bag Sponsor

Bend HSA

Breakout Sponsor

One America     Principal

General Sponsor

Foster Klima     Union Bank & Trust

Thank You, Exhibitors!

  • Allina Health | Aetna
  • American Cancer Society
  • American Equity Bank
  • Ameritas
  • BendHSA
  • Blue Cross and Blue Shield of Minnesota
  • Blue Cross Blue Shield
  • Colonial Life
  • Delta Dental
  • Direct Benefits
  • Diversified Brokerage Services
  • Ease CentralExamOne
  • Foster Klima
  • Goldencare USA
  • Hallett Financial
  • HealthEquity
  • HealthPartners
  • Humana
  • IFC National Marketing, Inc.
  • Klark Proposal Software, Inc.
  • LeClair Group
  • Lively HAS
  • MedicaNational Western Life
  • OCI Insurance & Financial Services
  • One America
  • Preferred One
  • Principal Financial Group
  • Rogers Benefit Group
  • SIT Mutual Funds
  • The Salvation Army, Northern Division
  • Union Bank & Trust
  • Women in Insurance & Financial Services

This event is hosted by:

PCI Compliance: Do not email forms with credit card information. To protect your data and to comply with PCI standards, the office will not accept emailed credit card information.

Cancellation Policy: Cancellations received by the NAIFA-MN office at least 2 weeks prior to the event are eligible for a refund of the registration fee, less a $35 processing fee. No refunds will be provided for cancellations received afterApril 4th. No-shows will be billed for any unpaid registration fees.

Audio/Video Policy: Registration and attendance at, or participation at association events, constitutes an agreement by the registrant to association’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.

    National Association of Insurance and Financial Advisors-Minnesota

    600 State Street, Suite A, Cedar Falls, Iowa 50613
    Phone: 651-366-6091
    Email: info@naifa-mn.org

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