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Looking Forward to 2024:
A CEO Perspective

Sponsored by Penn Mutual

Thursday, October 19, 2023

2 pm eastern

 

David O'Malley, President and CEO of Penn Mutual joins Howard Sharfman, Senior Managing Director at NFP Solutions, for his perspective as CEO on the outlook for the industry in 2024.

David O'Malley is the president and chief executive officer of The Penn Mutual Life Insurance Company. He was appointed chief executive officer in 2022 and president in 2016. He also serves on Penn Mutual affiliated company boards, including Janney Montgomery Scott; Hornor, Townsend & Kent (HTK); Penn Mutual Asset Management and Penn Series Funds.  

O’Malley began his career at Penn Mutual in 1994 as an intern in the company’s investment department. He became a member of Penn Mutual’s executive leadership in 2006 and has held the roles of chief risk officer, chief financial officer and, most recently, president and chief operating officer.

Howard Sharfman, one of Forbes’ 2021 Top Financial Security Professionals, will moderate this session of NAIFA Live that you won’t want to miss.

During this fascinating interview David O'Malley will share his perspective regarding:

  • Macroeconomic trends including Interest rates, the stock market, venture and private equity
  • Advice for young agents
  • The future of underwriting including David’s perspective on electronic and express underwriting
  • The rise of Artificial Intelligence and its impact on the insurance industry
  • And much more
Don’t miss this opportunity to gain a CEO’s insights on the future of our industry. 

 

This month's NAIFA Live is sponsored by

penn mutual png

 

About the Presenters

Schedule

1:55 pm
Welcome
Live Broadcast Begins
2:00 pm
Presentation
3:30 pm
NAIFA Live Concludes

Bonus Content

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Registration

Report Your Watch Party


Complete the form below with the information of your on-site contact, venue information, and registration link. Please email live@naifa.org with any questions.

Imagine creating a niche-based insurance practice with an established client base before you are even licensed. Or running the investment division of a bank while still a college undergraduate.

These unusual paths have led our January NAIFA Live presenters to life-changing results and wealth accumulation. Their success began with ideas that followed no set template, ideas formed in curiosity, insight, and possibility. 

Join Hunter Gimbel, Doug Grady, and Caleb Guilliams as they introduce you to concepts that you will not hear in your current environment and perspectives that will open the door to unimaginable success. Hosted by Howard Sharfman, Senior Managing Director at NFP Insurance Solutions, NAIFA brings you the top young talent as they share transferable sales ideas that you can implement immediately. 

Have someone who you think would enjoy this presentation but isn't a NAIFA member? New for 2023, NAIFA members can extend a special invitation to fellow industry professionals who are not members to participate in NAIFA Live!

For January's broadcast, download the guest invitation, send it to the people you have in mind, and have them register by clicking the link or scanning the QR code on the invitation.

Download Guest Invitation

 

 

This month's NAIFA Live is sponsored by

Penn Mutual

 

Please remain online for our "Word on the Street" breakout rooms. These breakouts provide an opportunity for interaction and Q&A with our featured speaker(s), value-added content, and networking.


 

Registration

Hunter Gimbel

Hunter Gimbel

CEO and Managing Partner at Gaber Group

Doug Grady

Doug Grady

Author, Speaker, Business Coach

Caleb Guilliams

Caleb Guilliams

Founder at BetterWealth

Howard Sharfman

Howard Sharfman

Senior Managing Director at NFP Solutions