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Annual Michigan Annual Michigan Insurance Expo & CE ConventionInsurance Expo & CE Convention

May 16 & 17, 2013May 16 & 17, 2013Mackinac Island, MichiganMackinac Island, Michigan

“POINT TOWARD YOUR MISSION”“POINT TOWARD YOUR MISSION”

Hosted byHosted by NAIFA – Michigan NAIFA – Michigan

Michigan FICMichigan FIC

The Michigan Insurance Expo & CE Convention will be an exciting two days to play golf, obtain CE credits, network with other insurance professionals, attend an exciting dinner, meet with exhibitors/sponsors and listen to outstanding speakers.

THE STRAITS OF MACKINACUnfold centuries of history while enjoying every minute of now. The Straits of Mackinac are steeped in history and packed with four seasons of right-now fun, adventure, and romance. Whether you begin your Mackinac Island adventure from the Arnold Ferry Docks in Mackinaw City or St. Ignace, getting here is easy…leaving just makes you want to return soon.

DRIVING DIRECTIONS TO ARNOLD FERRY LINEBy Car. If you travel through Michigan’s Lower Peninsula, take I-75 North to Exit 337, Mackinaw City, or continue across the breathtaking Mackinac Bridge to Exit 344A, St. Ignace, and follow the signs to the Arnold Ferry Docks. Travelers from Michigan’s Upper Peninsula can reach the Arnold Ferry docks by taking I-75 South to Exit 345, St. Ignace, or Exit 338, Mackinaw City.

By Bus. Commercial buses make scheduled stops in historic Mackinaw City and St. Ignace. You can walk or take a taxi to our docks from the nearby bus station. Chartered buses also make group trips to the Straits of Mackinac with fi rst-on-the-boat services to all riders.

By Airplane. Northwest Airlines (via its partner, Mesaba Airlines) offers fl ights from most major cities to Pellston International Airport (airport code PLN). Wolverine Stages or Mackinaw Shuttle will then take you directly from the airport to our docks for a fee.

Add ress for Arnold Transit Company

Mackinaw City Dock - 801 S. Huron, Mackinaw City, MI 49701St. Ignace Dock - 99 N. State St., St. Ignace, MI 49781

PLATINUM SPONSOR GOLD SPONSOR FERRY SPONSOR

SPEAKERS Robert O. Smith, JD, CLU, ChFC, LIC is the Estate and Business Planning Specialist with the Northwestern Mutual Financial Network Western Michigan Group in Grand Rapids, MI. He is a former Assistant Director of the Advanced Marketing Department for Northwestern Mutual Life Insurance Company, Milwaukee, WI, a former president of the Financial Representatives Association of Northwestern Mutual Life, and a former president of the Western Michigan Estate Planning Council. He is also former president of the Michigan Association of Life Insurance Counselors, a former Director for the American Society of Financial Services Professionals and former president of the Society’s Western Michigan Chapter.

Rob is a past president of NAIFA-Michigan and is President of NAIFA-National. He has been a national speaker on estate planning and executive benefi t topics and he is a former instructor for the School of Advanced Studies for the American Society of Financial Services Professionals and a former instructor for the Advanced Planning, Advanced Sales Consultant, and Advanced Financial Planning Academy Schools for the Northwestern Mutual Life Insurance Company, Milwaukee, WI. Rob is a member of AALU and a qualifying and life member of the Million Dollar Round Table.

He received the Distinguished Service Award from NAIFA-Grand Rapids in 2003, and the Marvin E. Muilenberg Distinguished Service Award from NAIFA-Michigan in 2008.

Adam Solano began his career in the fi nancial services industry with Mass Mutual in February 1993. He later branded his practice under Lakeside Financial Group and operates out of his hometown in Grayslake, Illinois, a northern suburb of Chicago. Adam is the Past President of his local professional association, NAIFA Chicago. He has been a member of the Million Dollar Round Table since 1997, and a fi ve time Court of the Table qualifi er. In 2006, he was a breakout speaker at the Million Dollar Round Table meeting in San Diego.

Adam has been featured in Insurance News magazine as a “Rising Star” within the industry and his leadership and volunteerism was also recognized in 2009 by Advisor Today magazine naming him one of their “4 Under 40” recipients.

He enjoys mentoring newer agents, serving in his local professional associations, and speaking to industry groups.

SPEAKERS Joseph J. Annotti is the President and Chief Executive Offi cer of the American Fraternal Alliance. As the CEO of the Fraternal Alliance, Annotti is responsible for managing the day-to-day operations of the organization. He also serves as the voice of the fraternal industry to all internal and external audiences, and the leading advocate for the system before state and federal public policymakers. In conjunction with the Board of Directors, he provides strategic guidance to the organization in order to build and affi rm the Fraternal Alliance’s mission, values, and policy positions.

With more than 20 years experience in association management, Annotti joined the Fraternal Alliance after serving as Senior Vice President of Public Affairs for the Property Casualty Insurers Association of America (PCI).

Prior to joining PCI, Annotti served as Vice President of Marketing Communications for American Business Insurance, a major national insurance broker. He spent more than eight years with Independent Insurance Agents and Brokers of California as Vice President of Public Affairs.

D. Scott Brennan of South Bend, Indiana, is the 2012-2013 MDRT President and a 29-year MDRT member, with eight Court of the Table honors and one Top of the Table honor. A dedicated MDRT leader, Brennan served as Divisional Vice President of Business and Educational Services and Membership Services (1998). He has also chaired fi ve MDRT committees and task forces. Brennan has never missed an MDRT Annual Meeting, and he is a highly regarded industry speaker. A Platinum Knight of the MDRT Foundation, Brennan served on its board from 2004 to 2006. He is also an active community volunteer, serving as president of several organizations. Brennan’s industry awards include the 2003 and 2004 Mass Mutual Indiana Agent of the Year, and the 1998 National Association of Insurance and Financial Advisors Indiana Life Underwriter of the year.

Derek Dalling is the President & CEO of Kindsvatter, Dalling & Associates, our NAIFA - Michigan Lobbying Firm. He joined the fi rm in 1998 after several years of service as a staff member in the Michigan Legislature. Mr. Dalling began his career in 1995 with the Michigan House of Representatives. His campaign and political knowledge led him to work in one of the most competitive districts.

In 1997, Mr. Dalling joined the House Republican Leadership as a Legislative Assistant to then Representative Charles Perricone. In that capacity, Mr. Dalling played signifi cant roles in ensuring an effi cient transition to term limits and in the statewide campaign efforts. Mr. Dalling’s work was instrumental in Representative Perricone’s election as the Speaker of the Michigan House of Representatives.

Today, Mr. Dalling serves as executive director of several statewide associations in Michigan and the Midwest and a national association. He also remains active politically lobbying for several issues. Legislatively, Mr. Dalling focuses on everything from transportation and environment issues to regulatory and insurance to health policy and agriculture issues and everything in between.

THURSDAY, MAY 16, 2013

“POINT TOWARD YOUR MISSION”

8:30 a.m. – 12:30 p.m. Realistic Retirement Planning (4 CE credits) Moderator: Brian Onderik, LUTCF

10:30 a.m. – 12:30 p.m. What every planner should know about “Mortgage Lending” (2 CE credits)

Moderator: Chuck Shanlian & Dave Shanlian

9:00 a.m. Leave Mission Point Resort by Horse Carriage to Wawashkemo Golf Course

10:30 a.m. Shot Gun Start at “Wawashkemo”

12:45 p.m. – 4:45 p.m. “Social Security Now…and the Future? (4 CE credits) Moderator: Robert Lorbeck, RFC

6:30 p.m. – 7:25 p.m. Social Hour in honor of NAIFA – Michigan President-elect Charles K. May, LUTCF Teresa Gibala, FIC, MFIC President

7:30 p.m. Dinner

8:30 p.m. Recognition of Past Presidents of NAIFA – Michigan and Michigan FIC & Past Marvin E. Muilenberg, CLU, Distinguished Service Award Recipients

8:50 p.m. Presentation of 2013 Marvin E. Muilenberg, CLU, Distinguished Service Award

9:00 p.m. Join us for a bonfi re, Glow-n-the-dark miniature golf or take a stroll on the island

• weather permitting

9:30 p.m. – 11:30 p.m. YAT (Young Advisor Team) - After Hour Round Table Discussion

(For members who are 40 years of age and under, or within their fi rst fi ve years in the industry)

• Thursday, May 16 - Dress Attire: Business Casual

FRIDAY MAY 17, 2013 “POINT TOWARD YOUR MISSION”

7:30 a.m. Continental Breakfast Enjoy breakfast with the Exhibitors

8:20 a.m. Convention Opener

8:30 a.m. – 9:10 a.m. Speaker: Joe Annotti, President & CEO of American Fraternal Alliance “Doing Well By Doing Good: Turning Community Engagement into

Bottom Line Results”

9:15 a.m. – 9:35 a.m. Speaker: Derek Dalling, NAIFA – Michigan Lobbyist “Michigan Legislative Update” 9:40 a.m. – 10:05 a.m. Break with Exhibitors

10:10 a.m. – 11:05 a.m. Speaker: D. Scott Brennan, 2012-2013 MDRT President “Oh, The Places You’ll Go!”

11:10 a.m. – 11:55 p.m. Speaker: Adam Solano, NAIFA Member & MDRT fi ve time Court of the Table Qualifi er “Will Work for Food”

12:00 noon – 12:15 p.m. Installation of NAIFA – Michigan Offi cers 12:20 p.m. – 12:40 p.m. Break with Exhibitors

12:45 p.m. – 2:00 p.m. Luncheon & Speakers Robert O. Smith, JD, CLU, ChFC, LIC, NAIFA President Teresa Gibala, FIC, MFIC President

Scholarship Award - Michigan FIC Drawing for Door Prizes with Exhibitors

2:00 p.m. Adjourn

• Friday, May 17 - Dress Attire – Business Casual

GOLF & CONTINUING EDUCATION

Golf at Wawashkemo Golf Club” – During the summer, the west wind blows cool and fresh across Mackinac Island. The breeze is particularly noticeable on the elevated 1st tee of Wawashkamo Golf Club. From this vantage point a golfer can see most of the wide-open links stretching toward the forest that masks the shore of Lake Huron. History is never far away on Mackinac Island. At the top of this ridge, on Wawashkamo’s 1st tee, the golfer stands on the spot where British cannons roared on August 4, 1814. This is high ground for warriors and for golfers. Below, across the old sand pit-turned sand trap, are the long 1st and 5th fairways, once part of a farmer’s fi eld where American soldiers charged in a futile attempt to drive the British from their hill.

In 1898 Chicago cottagers founded the Wawashkamo Golf Club. By the 1900’s the club had been incorporated and the clubhouse had been built on the site of the 1914 Battle of Mackinac Island. One of Michigan’s oldest active courses, Wawashkamo celebrated its Centennial Anniversary in 1998. On that occasion, Wawashkamo could claim the distinction of being one of very few American courses laid out in a links style that remains substantially unaltered. Named one of America’s Historic Golf Landmarks by Golf Digest in 1996, Wawashkamo is the only nine-hole course among the dozen in the United States to have been so designated. The development of Wawashkamo Golf Club and the survival of its unique brand of traditional golf parallels the uncommon history of Mackinac Island, a place where much of the fl avor of the nineteenth century survives, insulated from the modern world by the blue moat of Lake Huron, a ban on motorized vehicles and public ownership of eighty percent of the land.

Continuing Education Class Description

What every planner should know about “Mortgage Lending”Affi nity Lending Solutions is offering this two-hour C.E. program on mortgage lending to include forward, and reverse mortgages as well as home equity loans. The course is designed to bridge the gap between the lender and the planner, because only proper lending, debt liquidation and re-fi nance should happen unless the planner and lender are working in sync for the benefi t of the client.

Social Security Now…and the Future?The rules governing Social Security and Medicare are complex, and eligibility requirements and benefi t amounts can change frequently. This course will help you understand these programs. The course is divided into two parts and covers both Social Security and Medicare. A useful glossary of terms is included.

Realistic Retirement PlanningHow will your clients manage when they are on a fi xed income? Learn how to develop a budget that will include Social Security, employer-sponsored retirement plans, and personal savings, and how different distribution options affect the amount and duration of each source of retirement income.