NAIFA- SC Annual Meeting June 13-15, 2013 Hampton Inn & Suites Florence, SC

NAIFA- SC Annual Meeting June 13-15, 2013 Hampton Inn & Suites Florence, SC

NAIFA-SC Annual Conference General Informa on You may register either of these ways for the 2013 NAIFA-SC Annual Mee ng and Career Conference: 1. Online at www.naifasc.org 2. Mail completed form & payment to PO Box 1502, Columbia, SC 29202 3. Fax completed form to (803) 252-0589 All cancella ons must be received in wri ng. Cancella ons prior to May 31, 2013, will receive a full refund, less a $25 administra ve fee. We are sorry but no refunds can be accepted a er May 31, 2013 due to guarantees and prin ng costs. Namebadges are required at conference events. A re for the conference is business casual. One last important item, please note, we cannot control room temperatures and suggest you bring a sweater or jacket! Accommoda ons - Hampton Inn & Suites, Highway 52, Florence The Hampton Inn & Suites located off of Highway 52 in Florence, SC is the host loca on of the 2013 NAIFA-SC Annual Mee ng. A special room rate of $99 are available for a endees of the mee ng. Relax in comfort at our Florence, SC hotel, conveniently located off Interstate 95. Ideally situated just minutes from Darlington Raceway, our Florence, SC hotel is the perfect des na on for race fans and is also less than three miles from the city center for those seeking arts and culture in South Carolina. Enjoy an array of convenient and helpful ameni es in this Florence, SC hotel to help you make the most of your visit. If you re here on business, you can take advantage of the 24-hour business center, mee ng rooms and the hotel's proximity to south Florida a rac ons. Leisure guests can stay connected with free high-speed internet access from our comfortable hotel in Florence, SC. Plan ahead and explore the delights of the surrounding areas with ease or stay at the hotel and unwind in our fitness center and indoor saltwater swimming pool. Dates: June 13-15, 2013 Loca on: 1735 Stokes Road (Highway 52 @ I-95) Room Rate: $99/night Suite $114/night Florence, SC 29501 Book Your Room today by calling toll free (843) 662-7000 and men on group CHXNAI to receive the special room rate. Deadline to reserve your room is May 13, 2013 For addi onal mee ng informa on please contact NAIFA-SC at (800) 868.7755. Ac vi es Richard Pe y Driving Experience Separate Registra on Required May 25, 2013 NAIFA-SC Op ons for the Richard Pe y Driving Experience or Ride-Along Richard Pe y Driving Experience puts you in a NASCAR race car for an adrenaline pumping thrill of a life me that gets you as close to being in The Race as you will ever get! Program offerings are year-round, throughout over 20 tracks na onwide. Choose from one of our Driving Experiences where your hands are on the wheel, your foot is on the gas and 600 horses are ready to take you for 8 to 50 laps around your favorite speedway. Rather let someone else do the driving? No problem! Ridealong shotgun from the passenger seat as one of our professional instructors takes you for 3 laps around the track at speeds up to 165mph. ALL EVENTS WILL TAKE PLACE ON MAY 25, 2013 Visit h p://www.drivepe y.com/race-tracks/darlingtonraceway for more informa on. 3-Lap Ride Along at the reduced rate of $93.45 (20% discount) 8-Lap Rookie Driving Experience $399 per person + $25 driver release fee + tax = $445.20 ($50 off regular) 18-Lap King Driving Experience $765 per person + $25 driver release fee + tax = $829.52 ($84 off regular) Darlington Country Club Tee Times available on June 13, 2013 The Darlington Country Club in Darlington, South Carolina is a full service facility. Our club provides a wonderful area for recrea on, sports, and dining for many area families and businesses. We have a beau ful 18-hole golf course, great clubhouse for dining and bar facili es for you to relax, and fully stocked golf-pro shop with locker and baggage storage rooms. Learn more about our local a rac ons in Darlington, South Carolina. The club also offers four tennis courts, (two hard courts and two clay) adjacent to the clubhouse and equipped with lights for night play. Our swimming pool and baby pool provide a safe and pleasant environment for our families each summer.

June 13-15, 2013 - Hampton Inn & Suites, Florence, SC Preliminary Conference Schedule of Events / Activities T, J 13, 2013 2:00-5:00 p.m. Registra on Desk Open Hampton Inn 11:45 am Golf at the Darlington Country Club 5:00 pm Depart for the Recep on President s Suite at Darlington Raceway 5:30 pm Recep on at President s Suite at Darlington Raceway F, J 14, 2013 7:00 am Registra on Desk Opens 8:00 am Welcome and Informa on from NAIFA-SC Leadership Special Recogni on 9:00-10:15 am Van Mueller, LUTCF Guest Speaker 10:15-10:30 am Refreshment Break Visit with Exhibitors & s 10:30-11:45 am Simon Reilly, Guest Speaker 11:45 am - 12:45 pm Lunch for all a endees 12:45-1:15 pm CCP President, Carson Meehan 1:15-1:45 pm IFAPAC and Charter Builder Trust Presenta ons 1:45-2:00 pm Refreshment Break Visit with Exhibitors & s 2:00-3:30 pm Anthony Morris A fast-paced session laced with brilliant humour and jam-packed with prac cal How To ideas. 3:30-4:30 pm Managers Workshop with Anthony Morris Op onal 6:00-6:30 pm Recep on 6:30-9:30 pm President s Dinner / Awards / LILI / Special Recogni on S, J 15, 2013 7:00-9:00 am Past President s Breakfast By Invita on Only 9:00-11:00 am Annual Business Mee ng Members Only 11:00-11:15 am Closing Remarks Door Prizes will be given out throughout the conference. Please note this is not the final schedule. This schedule is subject to change. All events will take place at the Hampton Inn & Suites unless otherwise noted. Hampton Inn & Suites, 1735 Stokes Road, Florence, SC 29501 (843) 662-7000 CHXNAI Room Rate - $99/night for King or Two Queen or $114/night for Suite Room Rate includes breakfast buffet.

NAIFA-SC Annual Conference Speaker Bios Anthony Morris is an Interna onal Keynote Speaker & Prac ce Development Specialist working exclusively in financial services. He has spoken in 50 countries over the last 20 year. Anthony was a Main Pla orm speaker at the 2007 MDRT Top of the Table Mee ng addressing the top 1% of advisors in the world that year. He has worked at every level of major companies as one of North America s most sought-a er keynote speakers and client-building coaches since his immigra on to Canada from South Africa in 2007. Audiences have benefi ed from the prac cal, step-by-step systems and techniques he shares in sessions that are as passionately presented as they are immediately useful. Be prepared to be jolted you from your comfort zone and to transform the way you view and do your business in all areas from prospec ng and client referrals to upselling and technology deployment. Advisors describe his Top Advisor coaching program as having a drama c impact on their immediate produc on and las ng influence on their business DNA. Anthony presents shocking facts and undisputable evidence to back up the client campaigns, conversa ons and conceptual selling models you will learn about. Working with every level from new advisor to industry legend, he has the global perspec ve on current best prac ce to deliver an extraordinary message to any group who grant him the privilege of their pla orm. Always engaging. Fresh ideas. Brilliant plug-and-play content. Anthony will make you laugh, think and remember. Van Mueller, LUTCF, is a Registered Representa ve with the Wisconsin Agency of New England Financial Services. January 23, 2012 marks Van's 39th year as an insurance agent. He is an ac ve member of MDRT having qualified for Court of the Table in 1990 and Top of the Table for the last twenty-one years. Van has served as an LUTCF moderator in the past and is looking forward to doing so again. He also served as President of the Milwaukee Associa on of Insurance and Financial Advisors for the 1998-99 year. In the past, Van has served as Membership Chairman for both Milwaukee and the State of Wisconsin. Van also served the Annuity Advisory Panel, the Middle Income Task Force, the Sales Idea Commi ee, and the Program Development Commi ee for MDRT. He has served as Chair of the Website Task Force and for the last two years served on The Board of Directors for Top of the Table. He is also responsible for the Top of the Table Website. Van's new endeavor is the Main Pla orm Commi ee for the 2005 MDRT Mee ng in New Orleans. Simon Reilly is an expert business coach, speaker, writer, and values and behaviors analyst. For more than 15 years, Simon has worked exclusively with successful financial advisors and their teams to achieve sustainable business results. Over the past 6 years, Simon has spoken to over 20,000 advisors across Canada & the USA at nearly 200 financial advisor conferences that include NAIFA (Na onal Associa on of Insurance and Financial Advisors) 2011 Na onal Conference in Washington, DC, the Million Dollar Round Table 2010 Annual Mee ng in Vancouver, BC, main stage at Great West Life, Hub Financial, London Life, PPI Solu ons & Sun Life Conferences, 20 Advocis Chapters coast to coast and his presenta ons have been approved for CE Accredita on under the new 2010 Advocis / CLU guidelines. Simon was nominated as one of the Number 2 Finalist in Advisor.ca s 2010 Name That Visionary Contest and has wri en for Advisor.ca, was profiled in The Insurance Journal and has been published in FORUM magazine. He is the author of Curing The Unmet Needs Disease a book and workbook that provides the missing link to; breaking through the plateauing out syndrome and building a bigger vision & business plan. He is a member of Advocis (The Financial Advisors Associa on of Canada) and the IFB (The Independent Financial Brokers of Canada) and NAIFA (Na onal Associa on of Insurance & Financial Advisors). Carolina Crescent s Palmetto Sandlapper

NAIFA-SC Registra on Form 2013 Annual Conference Please complete the following form in its en rety and fax to (803) 252-0589 or mail to NAIFA-SC Conven on, PO Box 1502, Columbia, SC 29202. Name Member ID Name as it should appear on badge Company Address City/State/Zip Phone Fax Email Spouse/Guest Emergency Contact Name/Number Please check all that apply Thru May 15 Thru June 1 Onsite Member Conference Registra on $100 $125 $150 Spouse/Guest of Member $75 $100 $150 Non-Member Conference Registra on $150 $175 $200 Total Registra on Fee $ $ $ Registra on Fee, includes all meals and func ons I have checked which events I plan to a end at the mee ng: o Recep on at Darlington Raceway Thursday evening, transporta on provided from hotel o President s Dinner & Awards Banquet, Friday evening at the hotel o NAIFA-SC Annual Mee ng, Saturday morning at the hotel Payment Informa on I have enclosed my check for $. Please charge my: Visa MasterCard Account # Exp. Date CVV Code Billing Zip Please call (800) 868-7755 toll free, (803) 253-7519 local or email lstuckey@naifasc.org with any ques ons.