2024 Agent's Convention

EVENT DESCRIPTION

Our 2024 Event will be our EIGHTH and LARGEST event thus far. We are excited to return to Nashville, Tennessee, our home away from home. Agent's from across the Country attend our event each year to learn from the most dynamic and influential speakers, network with their peers and interact with the Companies who support their Agency on a day-in and day-out basis.

Check out our Orlando Recap Video!

Our speakers are prepared to talk on a variety of Topics.

Understanding the importance of TEAM in your path to success, we can't wait for you to hear Clint Pulver, Doug Brown and State Farm Agent Ryan Salonia as they offer guidance on building the best TEAM possible. We will also have speakers on the Topics of Auto Insurance, Life Insurance, and Medicare Supplement Production. Speaker Shamina Taylor will help us all break through limitations and boundaries in our current marketing environment.

We hope to see you in Nashville!

For Ticket or Sponsorship Information, please contact Tim Lindon.

Hosted by:

Agenda/Speakers:

Kelsa Dickey	Fiscal Fitness Appeared Virtually -(Click Here for Recording) Following a career as an Accountant and work in the Financial Services and Insurance Industry, Kelsa left the Corporate world to purse her true passion in life of helping people with their money. Kelsa saw an opportunity among her friends who hired Business Coaches, Personal Trainers and the like but yet, had little to no guidance on how to correctly manage money. Kelsa turned this opportunity into reality with the creation of "FISCAL FITNESS." During this presentation, Kelsa will be sharing simple advice on how to become "FISCAL-ly Fit" both individually and professionally as a business owner. Attendees will also walk away with SOUND ADVICE to share with (a) their team members; and (b) their young adult children! The advice for Team Members will enable the attendee to help his/her Team Member improve their current way of life! The advice to share with young adult children will enable our next generation to get started on the right foot towards "Fiscal Fitness!
Tim Lindon	Welcome and Convention Kick-Off Monday, September 23rd - 1:00pm Central Time Welcome to the 2024 Agent's Convention in Nashville, Tennessee!
Phillip Ngo	Immersion into AI and ChapGPT Monday, September 23rd - 1:15pm Central Time State Farm Agent Philip Ngo (Fountain Valley, California) is helping 100's of Agents across the country to integrate AI into their Agencies in order to streamline their operations and boost their business growth. We have invited Phil to come to Nashville this September to share some secrets and just how SIMPLE this technology can be: Discover 7 Ways to Maximize ChatGPT for your Agency! If you don't know where to start with ChatGPT, Phil will show you how to overcome the complexities of AI with ease so you can automate tasks, enhance customer service, and boost your SEO with practical solutions to these problems. Harness the power of AI to streamline your operations and boost your business growth. You want to automate routine tasks, enhance client interactions, and stay ahead in the competitive market. In order to get that, you need a simple, step-by-step approach to integrate AI without the hassle. The problem is AI can be overwhelming and time-consuming to learn and implement. Which makes you feel frustrated, overwhelmed, and worried about falling behind. You deserve a straightforward solution that allows you to leverage AI efficiently.
Colter Johnson Molly Kubow	The PRODUCERS Monday. September 23rd - 3:15pm Central Time Experience our "pop up stage" where you will learn what makes the top performing team members....so good at what they do. During this session, you will meet Team Members who are writing over 250 Life Applications per year, Team Members who are #1 (Countrywide) in a specific product line and you will meet Team Members who have built multi-million dollar businesses...from the same desks that your team members sit at today. You will learn what makes these talented individuals tick so you can identify and unleash the same talent and same success in your own Agency!
Tim Lindon	The COACHING DILEMMA Monday, September 23rd - 4:15pm Central Time The NETFLIX film "THE SOCIAL DILEMMA" is a documentary-drama hybrid that explores the dangerous human impact of social networking, with tech experts sounding the alarm on their own creations. Tim has created a presentation based on 28 years of experience working with Agents like you and Team Members like yours! Tim sees a BIG-TIME coaching dilemma that is LIMITING so many incredibly talented professionals like yourself. NO...this presentation will NOT be about whether you should use Social Media Platforms...in fact, Tim won't even go near any of the "Social" platforms during his presentation. Instead...Tim will take the same approach as the voices of the Netflix Documentary and share some dangerous trends of our own networking, with this Coach sounding the alarm on his own creation!
Josh Mancuso	Josh Mancuso Will Appear Virtually in October Instagram - @joshmancuso - 186,000 Followers YouTube - @joshmancuso - 10,100 subscribers Twitter - @joshmancuso - 10,400 Followers Facebook - 16,000 Likes / 33,000 Followers
	Rooftop Row Happy Hour - Garth Brooks Friends Bar Monday, September 23rd - 6:30pm - 8:00pm Central Time Hosted by "Effortlessly Alexis" and "YOUR 212 COACH," attendees are encouraged to Pre-register: Email: [email protected]
	Dinner at Jeff Ruby's Steakhouse Monday, September 23rd -8:30pm Central Time Limited Spots available. We ARE accepting Agent's on a first-come, first-serve basis. Email [email protected] to be included. *
Marvin LeBlanc	The Universe of Coverage - Much More Business in Much Less Time Tuesday, September 24th - 9:00am Central Time Welcome to the Universe of Coverage! Marvin LeBlanc has been mastering the Insurance Industry for over 30 years and he's about to put all that knowledge right in your pocket. This is a lunch talk! Marvin will be gifting attendees his know-how in an easy -to-use package. You will leave this session with all the tools you need to accelerate your success as an Insurance Agent or Agency Owner. As an Insurance Professional, Marvin has personally conducted over 20,000 Client Consults. Marvin maintains his expert status by living the same struggles you're up against and constantly improving best practices. Other Highlights about Marvin: * Best Selling Author - "Come Hell of High Water" * Motivational Speaker, Small Business Leadership and Sales Expert * 8-COurse Dale Carnegie graduate and former Corporate Training Specialist * Entrepreneur with a multi-million dollar insurance and financial services practice. * Trains small business owners focused on insurance and financial services * Certified Instructor for Split Second Choice - The Power of Attitude * LUTCF (Life Underwriting Training Council Fellow) * CNP (Certified Networking Professional) * National Speakers Association - Professional Member
Ryan Salonia	THE ELITE MINDSET Tuesday, September 24th - 10:10am Central Time Step into the dynamic world of Ryan Salonia, a seasoned State Farm agent whose journey began with a passion for helping people navigate the complexities of insurance. Graduating from Rowan University, he dove headfirst into the industry in 1997, sculpting a career that's a testament to dedication and customer-centric values. With a contagious positive attitude, Ryan's approach blends professionalism with a touch of humility, ensuring each day is met with unwavering focus and intent. Leading a skilled team of full-time and part-time members, Ryan's agency isn't just about numbers; it's about fostering genuine connections and providing top-notch service. From earning prestigious accolades like MDRT, Presidents Club, Exotic to his consistent presence in Chairman's Circle, Ryan's commitment to excellence shines through. With a knack for setting appointments and a keen eye for seizing opportunities, Ryan and his team are on a mission to redefine what it means to put the customer first, one policy at a time. Get ready to be inspired by Ryan's journey of success and service to help more people in more ways
Shamina Taylor	Unlocking QUANTUM LEAPS in your Agency! Tuesday, September 24th - 11:20am Central Time Shamina Taylor, Attorney turned Wealth Expert, Business Mentor, Author and Speaker, helps high-achieving women level up in their personal lives and in their businesses by teaching them how to become the most powerful, fulfilled, wealthy, and successful version of themselves. Shamina will help our audience break through self-imposed limitations on what they achieve in the Agencies and how their Agencies can create exponential wealth and success. Don't worry men....her message is perfectly appropriate for our entire audience. With over 20 years of experience, Shamina is a top industry leader and has helped hundreds of women build their businesses, both on- and offline. Her top clients are making up to $100k a month in recurring revenue and have crossed the million dollar mark in their businesses. The Quantum Woman Podcast by Shamina Taylor recently hit the 20 out of 100 in business categories featuring bingeworthy solo and guest feature episodes. Her book, Unlocking The Quantum Woman for Women, landed the #1 bestseller under women in business on Amazon. Shamina has spoken at events like Unfair Advantage Life, The Intuitive Entrepreneur, and the Smarter Income Stream and appears on TV every week to share her expertise on wealth in a variety of categories. Shamina is also the creator of numerous online programs including Infinite Wealth, Accessing the Quantum, Magnetic Power, and a high-caliber Mastermind designed to move women to their next level fast. With a combined social media following of over 50,000, Shamina has been featured in Fortune, Yahoo Finance, on Pix11's New York Living, Fox Seattle 13's Good Day Seattle, CBS's Virginia This Morning, Washington DC's ABC7, and ABC Sacramento's Your California Life.
	* Lunch on Own * Tuesday, September 24th - 12:20pm - 1:30pm
Hayk Tadevosyan	Hayk Tadevosyan Tuesday, September 24th - 1:30pm Central Time Hayk began is State Farm Career as a Team Member in 2007. Launching his first office in Bellevue, Washington in 2010. In 2021, Hayk opened his MOA office in Kirkland, Washington and Third Agency in June of 2024 in Mercer Island, Washington. With a little over decade history as an Agent, Hayk has led his team to many of the company's highest achievements - MDRT, Presidents Club in Auto, Fire and Life, Chairman's Circle, Lifetime President's Club Member and Ambassador Club Exotic Plus. A highlight with the MOA Journey has been qualifying for Double Chairman's Circle first and second year. Second year in MOA Hayk finished Level Three Travel while finishing Exotic Travel within 5 months in Legacy. Hayk's team has been proudly holding the #1 position on Pacific Northwest Top 100 Report for four years in a row. With focus on quality volume, the Tadevosyan Agency has written as much as 600 applications in one office and over 900 Applications between both offices several times. Hayk is also an author, he published the book "The Power of Mindset" in 2019 on his story of coming to America in 2001, working through Homelessness to building the American Dream within the State Farm opportunity. The book led Hayk to focus more on his position of coaching and speaking, which turned into the 100appteammember.com course. Outside of business, Hayk is a Deacon for the local Armenian Church, enjoys fitness and competing in endurance races. Some of Hayk's fitness achievements have been completing the Boston Marathon, Qualifying for USA Triathlon Nationals, 4th in Age Group Spartan Races and sub 5-hour finish at Ironman 70.3. Hayk's most favorite job is being a family man, married to his beautiful wife Diana and father of two boys, David and Arman, there is nothing more rewarding to him than trying to be the best father and husband he can be.
Van Mueller	Van Mueller Tuesday, September 24th - 3:00pm Central Time January 2024 marked Van Mueller's 51st year as an Insurance and Financial Professional. Van is an active member of MDRT having qualifed for Court of the Table in 1990 and Top of the Table for the last 24 years. Van has won many awards and has been a main platform speaker at MDRT, Top of the Table, NAIFA, the Forum 400, Advocis and the Canadian Sales Congress many times over. Van has a monthly newsletter with several thousands subscribers and he believes this is the greatest time ever to be an Insurance and Financial Services Professional.
	Cocktail Hours! Tuesday, September 24th - 6:00pm - 9:00pm - The Sonesta Join Everquote as they host a Cocktail Hour(s) MEET and GREET with our Speakers. LIVE Entertainment! Register here: RSVP to Join EverQuote for Cocktails, Food and Live Music at Agent's Convention 2024
Future Legacy Partners	Maximize Your Impact - Future Legacy Partners Wednesday, September 25th - 8:30am Central Time In this dynamic workshop session coached by the founders of Future Legacy Partners, Krista Hawkings and Wendy Smith will lead you in identifying where you want to go next in your business and creating a plan to get there. You and fellow Agents will: * Celebrate your strengths and identify key areas to build upon. * Strategically map out actions to take your role and business to the next level. * Walk away with a customized plan and valuable tools to help you maximize your daily IMPACT on your business and team's success. Krista and Wendy are trusted agency partners who have been training, coaching, and developing Agents and Team Members for over 25 years. They understand your world, speak your language, and have a unique insight into what Agents and Teams need most. Don't miss this opportunity for greater success as a Leader of your business and team!
Coach Burt	Coach Michael Burt - The Greatness Factory Wednesday, September 25th 9:30am Central Time Coach Michael Burt will join us to PREVIEW our 2025 National Study Group Meeting...scheduled for September 22 - 24, 2025. Coach will also give us a preview of the GREATNESS FACTORY in downtown Nashville. Coach stans as the unrivaled authority on igniting the Prey Drive within individuals and guiding them to unprecedented achievements. With a career spanning over two decades, Coach Burt has amassed an unmatched reputation for his transformative coaching prowess across diverse fields. As the Founder of the Greatness Factory, Coach Burt has distilled his coaching philosophy into an art form. His method transcends mere motivation, delving deep into the science of activating the Prey Drive - a relentless pursuit of excellence that propels individuals to accomplish their goals with unyielding intensity.
Todd Mclain	Todd Mclain Wednesday, September 25th - 10:00am Central Time You have advisors and mentors when it comes to selling Financial Services, Recruiting New Team Members and helping you with your Finances. When it comes to growing the Property and Casualty side of your business, who do you rely on for assistance? Who is your source for great expertise within the space of lead generation and your processes for converting leads to clients? Are you familiar with the upcoming TCPA laws and how these laws will affect the industry? While his knowledge of these hot topics will impress you, his passion to think ahead and get out in front of industry trends and technology (AI) for you as an Insurance Agent will benefit you the most.
DJ Carroll	DOING BIG DEALS. GROWING BIG PEOPLE. Wednesday, September 25th -11:10 AM Central Time Millions in sales with big companies, hundreds of thousands of people trained. For over a decade, Coach Carroll has been crafting strategies, tactics and tools that have helped business leaders big and small. Personally performing over 2,000 Coaching Sessions, helping close deals with some of the biggest companies in the world and studying under the greatest leaders of all times like; Jim Rohn, Les Brown, Tony Robbins, Eric Thomas & Brendan Burchard and more! Coach Carroll is committed to weaponizing the next generation of business leaders and their teams! Early in his career, he realized that everyone does not have the same access to information or tools. It has since become Coach Carroll's mission to level the playing field. Creating training programs, developing courses and writing books that he wishes would have been available to him.
Wes Stahler	MEDICARE SUPPLEMENT IN ONE HOUR Wednesday, September 25th - 12:20pm Central Time Wes Stahler is a retired State Farm Agent. During his years on the Farm, he qualified for President's Club, achieved Ambassador Travel 40 times and received numerous other awards. Perhaps his greatest accomplishment and greatest satisfaction though comes from his true passion of helping the next generation of Agents achieve what they wish to accomplish. During this presentation, Wes will offer practical advice to prospect for Medicare Supplement opportunities within your book, he will offer simple advice for opening the conversation and word tracks to earn the sale. Seventy-six years old proud, the insight Wes shares will be that of an Agent like you AND a consumer who benefits from the product. You will see the Medicare Supplement opportunity through this presentation AND you will ACHIEVE amazing success following Wes' advice.
Juli McNeely	Succes on PURPOSE Appearing Virtually - Wednesday, October 23rd at 2:00pm EDT How do you define success and when do you know when you have found it? Juli discusses those defining moments and lessons learned that have shaped her own success and have allowed her to continually evolve her own definition. You’ll leave this session asking yourself “what’s next for me?” Success looks different for everyone. Is it getting a designation or obtaining a certain level of production? Many believe that there are certain steps that must be taken in order to be “successful” in our industry. Success is more than obtaining goals. Setting and striving to reach our goals is essential but merely obtaining a designation or a certain level of production doesn’t necessarily mean you are successful. It is about touching lives, making a difference and appreciating what we have. Juli's talk appeals to ALL Agency Members and all career stages. Juli McNeely, LUTCF, CFP, CLU, is president of McNeely Financial Services in Wisconsin, founded by her father in 1974. In 1996, Juli entered the financial services industry. Juli is a Past President of the National Association of Insurance and Financial Advisors (NAIFA), having served as the institution's first female national President. She is also an active 13 year member of the industry's Million Dollar Round Table. Juli was named 2015 Women in Insurance and Financial Services (WIIFS) "Woman of the Year," among her other awards and commendations is NAIFA Wisconsin's A. Jack Nussbaum Distinguished Service Award. She was designated one of the "Top 20 Women You Need to Know" in Insurance by LifeHealthPro and has been interviewed by the Wall Street Journal, Investment News, Reuters, InsuranceNewsNet, and National Underwriter.
David McKnight	The Guru Gap - How America's Financial Gurus Are Leading You Astray, and How to Get Back on Track Appearing Virtually - November - Date and Time TBA In America, we love charismatic gurus who dispense one-size fits-all financial advice. In fact, gurus like Dave Ramsey and Suze Orman have gained followers by the millions because of their paint by number financial strategies that are easy to digest and implement. Through their force of personality and marketing acumen, these gurus have helped millions of Americans eliminate debt and work towards financial independence. But even as these financial gurus have helped a huge swath of America eliminate debt and save for retirement, rarely has anyone in the mainstream media stopped to ask the question; Is their advice really any good? As David has engaged thousands of investors over the last 25 years, a single overarching theme has emerged: the dumbed-down financial advice offered by Dave Ramsey and other gurus is good for bad investors but bad for good investors. It's good for bad investors because its broad-brush strokes are easy to follow and yield immediate results. But it's bad for good investors because it's notoriously short on the sophisticated, math-bases strategy required to ensure their retirement savings last through life expectancy. In short, while financial gurus sometimes dispense good advice, it's nearly always at the expense of the best advice. The difference between what gurus routinely recommend and what they should recommend is what David calls "The Guru Gap." And it's a gap which millions of unwitting investors fall each and every year. David will bridge the gap between what gurus advise, and the proven, math-based principles that will help Americans wring the most efficiency out of their retirement savings.
Tom Hegna	The Retirement Expert Appearing Virtually - January 7 at 2:00pm EDT Tom Hegna, CLU, ChFC, CASL, is an author, speaker and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be *THE* Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and Economist , Tom has delivered over 5,000 Seminars, helping Baby Boomers and Seniors retire the "optimal" way. He has condensed a large chunk of his considerable knowledge into four of his books: (1) Paychecks and Playchecks: Retirement Solutions for Life, which is in the top 1% of any book ever sold, (2) Retirement Income Masters: Secrets of the Pros that compiles the very best practices from the top retirement experts in the country, (3) Paycheques and Playcheques, Retirement Solutions for Canadiens, and most recently, (4) Don't Worry, Retire Happy! Seven Steps to Retirement Security, which is based on his popular Public Television Special that has played in over 72 million homes in the US and Canada. Tom specializes in creating simple and powerful retirement solutions based on math and science - not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas and stories.

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2024 Agent's Convention

THE 2024 AGENT'S CONVENTION

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