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January 2018 Luncheon & C.E.

January 17 @ 11:15 am - 1:00 pm
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Compliance Roadmap for 2018 and Beyond

Guest Speaker – Kim O’Brien, MBA, CEO

 11:15AM – 1:00PM

Kim, an expert witness and consultant to annuity advisors, will share insights and case studies on recent regulatory and legal actions and give you compliance and sales tips to keep your annuity business humming in 2018. 

Kim has 35 years of experience in the insurance industry beginning in 1981 as office manager for an insurance agency.  Most recently Kim served NAFA, The National Association for Fixed Annuities, for almost 12 years and helped the annuity industry secure many legislative and regulatory victories.  Kim also has a passion for dance and musical theater, as she has directed and choreographed over 60 shows.  As one of the leading professionals in her industry, Kim will share tips to build your practice.

Guest luncheon


WEDNESDAY, January 17, 2018

1:15 PM -2:15 PM

Final Expense Insurance
In this presentation, Brenda Doty explains what final expense insurance covers and details the benefits of having it. She describes how this type of insurance provides coverage for end of life expenses connected to funeral costs and other unexpected expenses.  While most people do not like to contemplate the need to prepare for funeral and burial expenses, covering these expenses is an important part of personal estate planning.  Brenda illustrates this presentation with experiences she has shared with clients.  This presentation is applicable to all practice specialties – life insurance and annuities, multi-line, health and employee benefits, and financial advising and investments.  

Registration Type



Date: January 17
Time: 11:15 am - 1:00 pm


Venue Name: Starfire Golf Club
Address: 11500 N. Hayden Rd.
Scottsdale, AZ 85260 United States
Phone: (480) 948-6000


Organizer Name: Mary Jane Farr
Phone: (602) 908-8094