NAIFA Chicagoland Annual Success Summit

Please join us at the

NAIFA Chicagoland Success Summit

"Breakthrough to Excellence"

April 25, 2024

Optional 3 hour Ethics CE 8:30-11:30 am Program Noon - 5:00 pm

Happy Hour and Networking 5:15

Hear the latest Federal Legislative Update. Learn how to use "Intentional Conversations" to grow your business. Hear about how to provide financial planning for special needs family members. See solutions to income protection for key employees.

Please forward this to anyone you think might be interested in attending.

Gail Goodman

"Intentional Conversations For Networking, Holidays and Phone Calls"

If you’ve heard of “The PhoneTeacher,” you know Gail Goodman. She’s well known in financial services because for three decades she’s trained over 80,000 financial professionals.

Gail’s career has been devoted to helping advisors to schedule that critical, initial face-to-face appointment. Her recent books Modern Appointment Setting and Setting Appointments in the Smartphone World address the most up-to-date ideas on creating new clients through setting initial appointments.

Gail Goodman's Bio

Annette Hammortree, CLTC, RICP®, CEO

"Helping to Make Their Future More Secure - Special Needs for a Special Life"

Annette Hammortree owns Hammortree Financial Services and has been providing comprehensive financial planning services for over 37 years in the Chicagoland area and around the country. Annette specializes in retirement planning and special needs planning. She has been featured in numerous local and national articles as well as educational platforms for her expertise in both areas. Her passion for serving the special needs planning community arose after having her son, Shane. Shane was born 16 weeks premature and spent 6 months in the NICU. As a result, he has Cerebral Palsy, Low Vision, Hydrocephalus, and Developmental Delays and is a cancer survivor.

A special needs family member, she has been featured in numerous local and national articles.

Annette Hammortree's Full Bio

Rick Cordaro, DIA, DIF, LUTCF

"Income Protection Solutions for Key Employees"

Rick joined Principal Life Insurance Company in December 1998 as the Disability Income Regional Vice President (DI RVP). On January 1, 2024, Rick became a Regional Director – Business Solutions.

Rick has more than 43 years of experience in the insurance industry. Currently, Rick is serving NAIFA as a member of the NAIFA Steering Committee for the NAIFA Financial Security Alliance representing the Disability Income Insurance Industry.

Rick Cordaro's Bio

Diane Boyle

"Financial Security Policy, Politics and Pitfalls"

Boyle is an expert NAIFA spokesman on legislative issues with national and trade media outlets. She is a frequent contributor to many NAIFA publications and internet forums. She also represents NAIFA on various industry coalitions and panels. Diane Boyle is a regular speaker during NAIFA’s signature events.

Boyle joined the NAIFA family in April of 1991. Before expanding health and workplace benefit representation to all NAIFA members in 2010, she served as the executive vice president for the Association of Health Insurance Advisors, the former health conference of NAIFA. She was instrumental in developing the association’s comprehensive legislative program. Boyle developed the State Legislation Association Planning Process and the award-winning Rx for Health Care Lobbying Kit.

Diane Boyle's Bio

Come for the great program and IL CE credits. Network with vendors and other advisors in the business. Stay for the complimentary social hour after the event!

NAIFA Members $80.00 Non-Members $95.00 Ethics add on $20.00

Event Agenda

Empress Banquets

200 E Lake St

Addison, IL 60101

630-279-5900