After speaking before a sell-out crowd last year in New York City, Delvin Joyce RETURNS to give his signature talk on Sticktoitiveness.  A former New York Giants football player, he shares 6 lessons he learned through athletics that helped him successfully transition into financial services.

Sticktoitiveness will provide insights on:

·       Overcoming adversity

·       Creating a personal brand

·       Language for prospecting

·       Book recommendations that you can use to further your development.

Delvin Joyce CFP, CLU, ChFC, RICP is a financial advisor with Prosperity Wealth Group in NC. Previously, he joined the New York Giants Football Team as an un-drafted free agent in 2002.

Effective buy-sell planning requires well-written legal documents, deep knowledge of income tax implications, and practical experience with a wide range of planning concerns. Special attention will be given to the surprising 2023 ruling from the Eighth Circuit in Connelly v. United States. In this presentation we will examine both technical and practical aspects of this process, along with the latest updates, pitfalls to avoid, and strategies for overcoming challenges.

What does it take to become a “philanthropist”? Which of the three types of philanthropist would you like to be? The presentation walks you through the three types of philanthropist, then discusses some options your clients can consider to create a better legacy than they ever imagined possible. If you’re good at IRA Legacy Planning solutions, this is the consumer-approved presentation that will get the conversation started and engage your clients.

Serving as NAIFA-New York’s lobby firm for several years, Mike and Eileen will address your questions about NYS cybersecurity compliance requirements, product availability in NYS, July release of Circular Letter #7 on artificial intelligence in the insurance arena, and other key legislation on the horizon for 2025.

Just like attorneys, developing a “fact find” of a client isn’t as easy as it sounds.  It’s a process that, if mastered, can lead to more SALES.

A panel of underwriters discuss case studies, the importance of writing cover letters, and other critical documents to create a more efficient underwriting review process.