2018 Summit for Insurance & Financial Advisors
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Where: Hyatt Regency Bloomington
3200 E 81st St
Bloomington, Minnesota  55425
United States
Contact: Lisa Konsti

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Join Minnesota’s best Insurance Professionals as we gather to explore creative ideas to get you inspired and propel your business in 2018. Surround yourself with like-minded advisors and build relationships with multi-disciplinary experts to bring additional value to your clients. You won’t want to miss the 2018 Summit!



Friday, April 20, 2018

8:00 – 8:45 am  Registration and Networking with Exhibitors
8:45 – 9:00 am  Welcome & Announcements
9:00 – 10:15 am  "A Guide to Thriving in a Changing World" by Joe Jordan. Graciously Sponsored by Brighthouse Financial
10:15 – 10:45 am  Coffee with Exhibitors
10:45 – 11:15 am   “Light the Fire Within — Surviving the 35W Bridge Collapse and How it’s Changed My Life" by Andy Gannon
11:15 – 12:30 pm  Luncheon and Legislative Discussion – featuring special guests from MIFSC, MAHU and NAIFA
12:30 – 1:00 pm  Dessert with Exhibitors
1:00 – 2:40 pm   “Sales Cycle Mastery – The Essentials” by Jim Effner
2:40 – 3:00 pm  Conference Adjourns

Following the conclusion of the event, we invite you to stay for a networking social hour at 3:00 pm in the hotel lounge.


Andy Gannon, Business Advisor at G&A Partners, Motivational Speaker

Andy Gannon is a native of South Minneapolis. After graduating from Mpls Roosevelt High School he went on to attend Normandale CC, and the University of Minnesota where he studied broadcast journalism. In the spring of 1993 he moved to Salt Lake City, Utah to play professional roller hockey for the Utah Roller Bees. The 13 years he lived in Utah were very eventful as he graduated from the University of Utah with a BA Communications, married a local girl and started a family, worked for both UPS and Frito Lay and was a cast member in the opening and closing ceremonies of the 2002 Winter Olympics. He also coached high school baseball for three years. In 2006 he was offered a job at the Minneapolis/St. Paul Business Journal and was able to move his family back home. In the summer of 2007 his world, and the way he viewed it were turned upside down when he survived the 35W bridge collapse. His perspective on life changed as he knew his purpose was much greater than he had ever known. Today Andy speaks publicly across the country about his experience that day and how it has impacted him and his family. He talks about living your life to the fullest and lighting your fire within. He is on the Board of Directors of Southside Family Nurturing Center. He is the VP of Public Relations for the “Asociacio’n Latino-Americana de B’eisbol league where he is also the head umpire. His personal interests include, spending time with his wife and two daughters, sports, fishing & music.

Joe Jordan, Inspirational Speaker, Bestselling Author

Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book Living a Life of Significance (Acanthus Publishing, 2013). The book has sold over 100,000 copies, is translated in five languages and was featured in Nick Murray's "The Advisor's Essential Library." Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department. Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine. For three consecutive years, he has been honored by Irish America magazine as one of the "Top 50 Irish Americans on Wall Street." He was inducted into the Fordham Football Hall of Fame and has played rugby for the New York Athletic Club for 30 years.

Jim Effner, Master Sales Trainer, Financial Services Speaker, Founder of P2P Group

Jim Effner is a financial services speaker and master sales trainer with 27 years of experience. Formerly, Jim was Managing Partner of the Effner Financial Group, one of the largest Northwestern Mutual offices in the country, consisting of 117 full-time advisors and 28 college financial reps, insuring over 65,000 policyholders with a face amount of nearly $27 billion. Jim began the first 12 years of his career as an advisor and is a lifetime Million Dollar Round Table (MDRT) qualifier. He was also a three-time Forum qualifier, representing the top 5% of all Northwestern Mutual advisors, and the youngest person to make Forum the first two times he qualified. Jim has also overcome numerous life challenges, including losing his hearing just 30 days after taking his managing partner contract. Now, as president of P2P Group, Inc., he shares his proven systems for success with financial professionals around the country.


Before March 26, 2018: $150
After March 26, 2018: $200

CE Credits

3 hours MN Insurance CE, CFP®

Exhibitor & Sponsorship

Exhibitor and Sponsor opportunities available.

Click here for information on sponsor and exhibitor opportunities

Contact Sarah Ewald at sarahe@naifa-mn.org or 651-379-7301 for more information.


Stunning New Hyatt Hotel In Minneapolis – Minutes From MSP Airport & Mall Of America

Discover the services and lodging available from our Bloomington-Minneapolis hotel. We offer complimentary shuttle service for guests to the Mall Of America and Minneapolis-St. Paul Airport. Situated on the Blue Line Light Rail at Bloomington Central Station just one stop from the Mall of America and Minneapolis St. Paul International Airport, Hyatt Regency Bloomington-Minneapolis is the ideal location for business or pleasure. Offering upgraded amenities, complimentary Wi-Fi in all guest rooms and lobby, a full-service concierge, and superior service, our Hyatt Regency hotel in Bloomington, MN, is the perfect place to relax, work, connect and explore.

A block of rooms has been reserved at the Hyatt Regency Bloomington. Reserve your room today at https://aws.passkey.com/e/49533826. The room block is available until March 26, 2018, or when all of the rooms are sold.

Hyatt Regency Bloomington
(888) 421-1442
Room Rate: $168.00/night (plus applicable taxes)
Reserve your room today!

This event is hosted by:

Thank You Sponsors!

    Brighthouse Financial – Keynote Sponsor

    Minnesota FIC – Speaker Sponsor

    Zero1Zero Innovations, Inc. – Wifi Sponsor

    Blue Cross and Blue Shield of Minnesota – General Sponsor

    Jack Schroeder & Associates – Snack Sponsor

Thank You Exhibitors!

  • Advisor Net
  • Aflac
  • Ameritas
  • Brighthouse Financial
  • DirectBenefits
  • Diversified Brokerage Services
  • EaseCentral
  • Excelsior Benefits
  • Foster Klima & Company, Inc.
  • Hallett Financial Group, Inc.
  • HealthEquity
  • Health Partners
  • Helmuth & Johnson
  • Humana
  • IFC National Marketing
  • IHC Specialty Benefits
  • Jack Schroeder & Associates
  • LeClair Group
  • Medica
  • Minnesota Association of Health Underwriters
  • Minnesota FIC
  • New York Life/Main Stay Investments/Index IQ
  • Pacific Life
  • Preferred One
  • SIT Mutual Funds
  • The Achievement Group
  • UnitedHealthcare
  • Women in Insurance & Financial Services
  • Zero1Zero Innovations, Inc.

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 3 days prior to the event are eligible for a refund of the registration fee, less a $50 processing fee. No refunds will be provided for cancellations received fewer than 3 days prior to the event. 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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