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Transferable Sales Ideas from the Best in the Industry

Thursday, January 19, 2023

2 pm eastern

 

About the Presenters

HUNTER GIMBEL

CEO and Managing Partner at Gaber Group

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CEO and Managing Partner at Gaber Group

HUNTER GIMBEL

Hunter Gimbel is the CEO and Managing Partner at Gaber Group. Hunter and the Gaber Group team specialize in life insurance, advanced estate planning strategies, multi-generational wealth transfer, retirement and business succession planning as well as employee benefits. Hunter has been in the financial services industry since 2005. Prior to joining Gaber Group in 2016, Hunter worked at Rosenzweig Financial Services for seven years.

Hunter is on the Board of Trustees for the Development School for Youth (DSY), a non-profit organization that helps inner city youth develop skills for future careers through paid internships and workshops.

DOUG GRADY

Author, Speaker, Business Coach

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Author, Speaker, Business Coach

DOUG GRADY

Doug Grady is a graduate of Tulane University where he majored in Political Economy. Doug is a TEDx speaker, highly requested keynote speaker, and business coach. He has been studying and teaching the pathways to personal potential for over 20 years.

Doug is the author of The Ripple Effect which has been widely read and highly endorsed in the insurance and financial services industry. He also developed the life-changing program 40 Days of FOCUS. His passion for business and fitness now have the perfect home in FinFit Life.

CALEB GUILLIAMS

Founder of BetterWealth

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Founder of BetterWealth

CALEB GUILLIAMS

After taking over the entire investment department of a bank by the age of 19, Caleb saw firsthand how 98% of Americans were financially failing despite "professional" financial advising.

Leaving his prestigious position at the bank, Caleb founded the company BetterWealth, authored the best-selling book The AND Asset, hosts the Better Wealth Podcast, and speaks to thousands around the world. One of the youngest leaders in the industry, Caleb is quickly becoming The New Face of Finance.

Howard Sharfman

Senior Managing Director at NFP Solutions

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Senior Managing Director at NFP Solutions

Howard Sharfman

Howard Sharfman, Founder and CEO of FinFit Life and Senior Managing Director of NFP Insurance Solutions, has been recognized as an innovative leader in the insurance business for over two decades. Most recently, Howard was named number 29 on Forbes’s 2021 Top Financial Security Professionals.

At FinFit Life, he manages one of the fastest-growing and most innovative insurance distribution platforms in the country while at NFP Insurance Solutions he manages one of the premier and largest wealth transfer consulting and planning firms in the country.

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.

Schedule

1:55 pm
Welcome
Live Broadcast Begins
2:00 pm
Presentation
3:00 pm
Word on the Street
Stay online for our "Word on the Street" breakout rooms. These breakouts provide an opportunity for interaction and Q&A with our featured speaker, value-added content, and camaraderie.
3:30 pm
NAIFA Live Concludes

Bonus Content

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Registration

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