2008
Annual Meeting
April 16-18, 2008
Baltimore's Inner Harbor
Tremont Plaza Hotel
222 St. Paul Place
Baltimore, MD 21202
(410)-727-2222
The Tremont is an upscale all-suite Historic Hotel
with easy access to the Inner Harbor, National Aquarium,
Science Center, shopping, dining and historical sites.
Check it out at www.remonts.com.
The room rate is $189.00 + taxes. This rate will
only be held until March 19, 2008 so make your reservations
ASAP. Be sure to identify yourself as being with the
North America Field Development Association (NAFDA)
Download
the 2008 Meeting Registration Form
Download the 2008 Schedule of Events
DOWNLOAD
PDF OF 2008 SPEAKERS
Quincy M. Crawford, CLU, Guardian Life Insurance Company of America
Quincy Crawford, president of First Financial Group, is the 2006 inductee into GAMA International’s Management Hall of Fame. He entered the life insurance field in 1968 and became a general manager for a national insurance company in 1971. In 1977 he founded First Financial Group and was appointed general agent for The Guardian for the state of Maryland in 1983.
Quincy was twice chairman of The Guardian’s Field Advisory Board, is a 30+-year member of the Million Dollar Round Table and is the only general agent in Maryland to start a scratch agency that, without the benefit of any mergers, qualified for the industry’s Master Agency Award. In 1995, 1998 and 2001, First Financial Group was awarded Guardian’s highest honor, The President’s Trophy, for overall agency excellence.
Active in industry affairs, Quincy has served on the board of directors for the Baltimore GAMA chapter and the Greater Baltimore Estate Planning Council. He has served as president of the Prince George’s Association of Insurance and Financial Advisors and as president of the Baltimore Association of Insurance and Financial Advisors, which has awarded him the prestigious George S. Robertson award for lifetime accomplishments and service to the financial services industry. Additionally, he has served as president of the Baltimore Society of Financial Services Professionals and as president of the Maryland State Association of Insurance and Financial Advisors (MAIFA), which awarded him the Paul Murphy Award for lifetime contribution to the financial services industry and placed him in the MAIFA Hall of Fame.
Jeff Hughes, GAMA CEO
Jeff Hughes has served as GAMA International’s CEO since July 2005. His 15-year financial services career began at Prudential Financial as a property and casualty marketing specialist in Cambridge, MA. He later became Manager of National Marketing of Property and Casualty for what was then known as Prudential’s Ordinary Agencies. Working on several strategic assignments during the company’s reorganization, Jeff helped to blueprint the company’s Minneapolis-based customer call center and designed a full-service storefront financial services center. In 1995, Jeff was named the Director of Training and Development to supervise the development and implementation for learning for field management and sales force development.
Jeff’s career experiences led to his appointment as Vice President of Field Development at MetLife, where he developed and implemented field leadership and learning development for the company’s field force. Later at American International Group, Inc. (AIG), Jeff led the organizational development and client-services process development for AIG’s Private Client Group. Most recently, Jeff served as Learning Officer of Distribution Marketing for the former MONY Group, where he revitalized the field-management and learning-development capabilities of that organization prior to its acquisition by AXA Financial.
Jeff currently resides in Northern Virginia with his wife Tara. He has a daughter, Meagan, and a Jack Russell terrier, Maggie. He is a graduate of Syracuse University’s School of Management and took graduate courses in Management at Cornell University.
Donald L. Blanton, CLU, ChFC,
LUTC
In 1994 Don began MoneyTrax, a company
dedicated to the development of innovative communication
tools for professionals in the financial services
industry. MoneyTrax has gained national recognition
for its unique and easy-to-use client-centered financial
software. Don is a nationally recognized seminar speaker
addressing the top financial planners in the country
who utilize his unique communication style and tools
to work with their individual clients. His seminars
are usually attended by invitation only.
Come and learn how Don gets his clients to "want"
all the life insurance the company will issue and
"want" to put all the money the government
will allow into a Maximum Efficient Contract. Don
will change how you think about life insurance. You
don't want to miss this! For more about Don and MoneyTrax,
go to www.moneytrax.com
LEARN MORE ABOUT DONALD
BLANTON
Bob Arzt, CLU, ChFC, LLIF
Bob is president of InsuranceCoachU.
He works with insurance professionals who want to
achieve more in their business and personal lives.
His company specializes in partnering with individuals
and companies in the Financial Services Industry to
help them increase sales, customer loyalty, producer
retention, and personal productivity. Bob brings 30
years of experience in these areas.
A seasoned presenter, Bob has spoken nationally on
goal setting, training, and leadership at company
and insurance industry meetings and conventions. He
will present "Transforming Your Dreams to Goals
to Reality" at our meeting in Baltimore. Check
out his web site at www.InsuranceCoachU.com.
LEARN MORE ABOUT BOB ARZT
Brad Davidson, SPARDATA
Brad Davidson is president of Securities
Pricing And Research, Inc. ("SPARDATA").
Since 1991, SPARDATA has valued over 27,000 privately-owned
businesses at the request of owners, advisors (including
financial advisors, trust officers, CPAs and attorneys)
and government institutions. Financial service providers
that have chosen SPARDATA to provide valuation services
to their clients include National City Bank, MassMutual,
New York Life, and PNC Bank.
Mr. Davidson is a recognized expert in the valuations
field. Organizations which have invited him to speak
include the Internal Revenue Service, The Securities
and Exchange Commission, Federal Reserve and the Michigan
Bankers Association to name a few. Brad's presentation
is entitled "Key Ingredients for Sales Success
with Small Business Owners." For more information
on SPARDATA, go to www.spardata.com.
LEARN MORE ABOUT BRAD DAVIDSON
AGENDA
Download the 2008 Schedule of Events
April 16, 2008 (Wednesday)
1:30 –
4:00 p.m. |
Board
of Directors Meeting Land mark Room 4th Floor |
6:00 –
8:00 p.m. |
Welcome to Baltimore NAFDA Members Reception and Dinner – Oriental Room 4th Floor |
April 17, 2008 (Thursday)
8:00
– 8:15 a.m. |
Welcome – Marble Room 1st Floor
Michelle Atwood Bean
Sr. Training Consultant
National Life Insurance Company
President, North America Field Development Association 2006 - 2007 |
8:15
– 10:15 a.m. |
Transforming Dreams to Goals to Reality
Bob Artz, CLU, ChFC, LLIF
President, Polaris One and Insurancecoachu.com |
10:15
– 10:30 a.m. |
Break |
10:30
– 11:15 a.m. |
NAFDA –
Annual Business Meeting |
11:15
– 12:00 p.m. |
Members
Helping Members – Best Practices Workshop |
12:00
– 2:00 p.m. |
Lunch
and Commercial Partner Fair (Room
TBD) |
2:00
– 3:00 p.m. |
Quincy Crawford CLU,
Master Agency Award Winner & GAMA Hall of Fame
|
3:15
– 3:30 p.m. |
Break |
3:30
– 5:00 p.m. |
Your Circle of Wealth
Donald L. Blanton, CLU, ChFC, LUTCF
President – Money Trax, Inc.
|
TBD |
Departure for Downtown Baltimore – Phillips Inner Harbor
(Dinner at own expense) |
April 18, 2008 (Friday)
8:00 –
9:00 a.m.
|
Future Trends Affecting our Industry
Jeff Hughes - CEO GAMA
|
9:00 – 10:15 a.m.
|
Members Helping Members – Best Practices
Workshop
|
10:15 –
10:30 a.m. |
Break
|
10:30 –
11:45 a.m. |
Key Ingredients for Sales Success With Small Business OwnersBrad Davidson –President, Spar Data
|
11:45 –
12:00 p.m. |
Closing Comments
Robert McPheters
Sr. Agency Development Consultant
Ohio National Financial Services
Vice President, North America Field Development Association 2007 - 2008 |
12:00 p.m.
|
Adjournment |
