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Co-Founder of Hoopinsure Multi-Line Life, Retirement, and P&C Process Jim Bologna Co-Founder of Hoopinsure Multi-Line Life, Retirement, and P&C Process Co-Founder of Hoopinsure Multi-Line Life, Retirement, and P&C Process Jim started his career through the elite training of Northwestern Mutual after college understanding the fundamentals of selling Life Insurance and Financial Services. Becoming an MDRT qualifier early in his career, he’s been a top producer since he was awarded Rookie of the year in 2000. In 2006, Jim entered the Multi-Line Industry Channel as an Exclusive Financial Services agent for Allstate taking with him, his Life Insurance and Financial services skills. He quickly identified processes in the multi-line agencies that could increase P&C, Life, and Retirement sales. Jim has been Court of the Table for most of his career which he credits his process in the multi-line channel. He quickly developed his multi-line process for agents across the country to follow and in 2014, he launched B-File, a digital process that that helped measure his success in the Allstate channel. Jim has spoken to thousands of multi-line agents and producers captive and independent across the country and is directly responsible for increasing agents sales. His proven process built around assessing the liability limits of customers in 2018 was used with 44,000 households. Multi-line agents using the process has uncovered over 6 billion in household assets, 10,300 Life Insurance Policies, 1800 business owners, and identified an additional 900 boats, 1157 motorcycles, 418 RV’s, and 8,134 Umbrellas. Specialty Topics: Selling more as a trusted advisor in the multi-line sales process Understanding the power of policy reviews How to incorporate Life Insurance and Retirement conversations during the P&C new business and renewal process Using Liability Limits to understand your customer’s household insurance needs Selling Life Insurance that matters in the multi-line distribution channel Previous Speaker Go back to Speaker Network Next Speaker

Financial Advisor with Northwestern Mutual Financial Network Ian Freeman CLU, ChFC, CASL, AEP Financial Advisor with Northwestern Mutual Financial Network After graduating from Wesleyan University in 1980 with an interdisciplinary major in government, history, economics, and philosophy, Ian became a banker and investment banker before joining Northwestern Mutual in October of 1987. Starting with a $5,000 loan from his uncle, heavy debt, and major anxiety, Ian went nearly 4 months in the business without writing a policy. By the end of that first year, he was the leading first-year agent in the Eastern region. Ian followed that by being the leading second and third-year agent in Eastern region, one of the few representatives ever to lead all three years. In his 29 year career, Ian has written over 3,800 lives and has over $1.3 billion of death benefit in force. As a measure of consistency, 100 lives written in a year is a benchmark, and Ian has done that every year except one (he wrote 98.5 – still a sore spot!) He ranks in the top 40 in career production in the history of Northwestern Mutual, and is a life and qualifying member of the Million Dollar Round Table, consistently qualifying for Court of The Table or Top of the Table honors. Ian is most proud that he is one of only 27 representatives out of 6,500 that have qualified for the Northwestern Forum, the highest measure of production at that company, every year since its inception. Ian holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), and Accredited Estate Planner (AEP) designations, and is a member of NAIFA and AALU. Ian considers himself to be an old-fashioned, traditional representative working primarily in the personal market. His passion and commitment to his clients are the driving forces in his practice and carry through to his team of three dedicated associates. Ian is considered a “living legend” at Northwestern Mutual not just because of his production but because of how much time he has given back to mentoring agents throughout the country. In his “spare time” Ian has been President of the Financial Representative Association at Northwestern Mutual, the primary link between their field and home office. Less than 80 representatives in the history of the company have held this honor. Ian has served on countless committees and his counsel is often sought by senior management. He regularly gives dynamic main platform presentations throughout the U.S. to help explain the basics of insurance. He is active in several charitable organizations in Connecticut and Florida. Previous Speaker Go back to Speaker Network Next Speaker

Course Catalog Go Back to Main Catalog Page The Art The Science A Leader's Philosophy The Art - Classics The Science - Classics Classics The Art - Foundational Principles of Leadership - General The Art - Foundational Principles of Leadership - Office Systems and Processes The Art - Foundational Principles of Leadership - Visions, Missions, Value Proposition The Science - Foundational Principles of Leadership - Creating a Collaborative Environment The Science - Foundational Principles of Leadership - General The Science - Foundational Principles of Leadership - Office Systems and Processes The Science - Foundational Principles of Leadership - Utilizing Resources The Science - Foundational Principles of Leadership - Visions, Missions, Value Proposition Foundational Principles of Leadership The Science Pre-Management Orientation The Art - The Accountability Process - Activity Monitoring The Science - The Accountability Process - Activity Monitoring The Science - The Accountability Process - General The Science - The Accountability Process - The Power of Goals The Accountability Process The Science - The Alternative Distribution Process - Banking The Science - The Alternative Distribution Process - Multi-Line Firms The Science - The Alternative Distribution Process - Wholesaler The Alternative Distribution Process The Art - The Development Process - Experienced Associates The Art - The Development Process - General The Art - The Development Process - Ongoing Training & Development The Art - The Development Process - Production Growth The Science - The Development Process - Building Markets The Science - The Development Process - Experienced Associates The Science - The Development Process - General The Science - The Development Process - Inexperienced Associates The Science - The Development Process - Management Teams The Science - The Development Process - Ongoing Training & Development The Science - The Development Process - Production Growth The Science - The Development Process - Staff, Functional Specialists and Contingency Planning The Development Process The Art - The Recruiting Process - General The Art - The Recruiting Process - The Finding Stage The Art - The Recruiting Process - The Momentum Building Stage The Art - The Recruiting Process - The Selection Stage The Science - The Recruiting Process - General The Science - The Recruiting Process - The Finding Stage The Science - The Recruiting Process - The Momentum Building Stage The Science - The Recruiting Process - The Selection Stage The Recruiting Process EDGE: The Leader's Journey EDGE: Developing Leaders EDGE: Emerging Leaders EDGE: Excelling Leaders EDGE: Growing Leaders EDGE: Tools and Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial

President, Rockstar Consulting David Fisher President, Rockstar Consulting David J.P. Fisher (D. Fish) is a speaker, coach, and author. Building on 20 years of experience as an entrepreneur and sales professional, he’s helped thousands of financial professionals develop the strategies and execute the tactics to build their businesses. As the president of RockStar Consulting and Director of Training Content at Ajax Workforce Marketing, he works with individuals and organizations to create more effective networking, sales, and marketing skills – both in the real world and online. He lives next door to a beautiful cemetery in Evanston, IL that reminds him to appreciate every day. Previous Speaker Go back to Speaker Network Next Speaker

Speaker, Consultant and Bestselling Author Jon Gordon Speaker, Consultant and Bestselling Author Jon Gordon is a speaker, consultant, and author of the international bestseller The Energy Bus: 10 Rules to Fuel Your Life, Work and Team with Positive Energy, The No Complaining Rule: Positive Ways to Deal with Negativity at Work, and Training Camp: What the Best do Better than Everyone Else. Jon’s latest book, The Shark and The Goldfish: Positive Ways to Thrive During Waves of Change, is now available. The message in Jon’s books and speaking presentations is such that NFL coaches such as Jack Del Rio, Mike Smith, the PGA Tour and the FBI have called on Jon to inspire and benefit their teams. Jon and his books have been featured on CNN, NBC’s Today Show and in Forbes, Fast Company, O Magazine, The Wall Street Journal and The New York Times. Clients such as The Atlanta Falcons, Campbell Soup, Northwestern Mutual, Publix Super Markets and JP Morgan Chase also call on Jon to bring out the best in their leaders and teams. Jon is a graduate of Cornell University and holds a masters in teaching from Emory University. When he’s not speaking to businesses or schools, you can find him playing lacrosse or basketball with his wife and two “high energy” children. Previous Speaker Go back to Speaker Network Next Speaker

Sought after Speaker, Kemp Financial Group Jessica Kemp MBA, CLU Sought after Speaker, Kemp Financial Group Dedicated to the financial services industry, Jessica’s passion for the business is evident when working with her clients. A graduate of Niagara University in Lewiston NY, Jessica received an undergraduate degree in Business commerce and an MBA degree in General Management. In order to provide her clients with a total financial security plan, Jessica has both the Canadian Investment Funds Course (CIFC) and the Life License Qualification Program (LLQP) certification. Jessica has been a sought-after speaker for many of her industries Financial Centers across Canada, as well as home office events over the past 4 years. She has addressed nine different regions and two major venues including the GTA women’s forum and the Advocis organization in Toronto. Her topics include “Building her Business”, having a passion for what you do and the sharing of how she has achieved the successes in qualifying for major conferences including the International Million Dollar Round Table organization. The feedback has been overwhelming on the passion she displays in her delivery and the love she has for her chosen career in helping people achieve their financial goals. Please visit Jessica’s website to learn more about her speaking engagements, and to book her to inspire and motivate your employees to take their practice to the next level. Previous Speaker Go back to Speaker Network Next Speaker

Watch some of our financial wellness videos for free! Financial Wellness Digital Content Library features approximately 200 learning modules. Watch Some of Our Financial Wellness Videos for Free! Financial Wellness Digital Content Library features approximately 200 learning modules. What Do The Numbers on My SS Card Mean? A Social Security number is a 9-digit number that is issued to United States citizens and residents. Understanding Homeowners Additional Coverage In most cases lenders will accept the replacement cost as acceptable coverage. Why Diversification is Essential Most people are familiar with the adage,” Don’t put all of you eggs in one basket”. Budgeting Made Simple Tools we have at our disposal to keep tabs on our personal finances and build for our future. Free Demonstration of Our Financial Wellness Content! Schedule a Demo

Coaching, Consulting and Author Sabine Robinson CLU, M.S. Coaching, Consulting and Author As a Development Specialist for the financial services industry, Sabine Robinson, CLU has coached hundreds of new agents and advisors since she started her financial services career in 1988. She spent 12 years with the Northwestern Mutual Financial Network before launching her own coaching and consulting business in July 2000. Sabine focuses primarily on the development of new agents and advisors with less than 5 years of industry experience. She believes that helping this group build solid activity habits early in their career will have maximum impact on long-term retention. Previous Speaker Go back to Speaker Network Next Speaker

Financial Wellness Retirement Income Estimator: What monthly income will your retirement savings provide? Try Our Retirement Income Estimator What monthly income will your retirement savings provide? Back to Financial Calculators We Invite You To “Test Drive” Our Financial Wellness Content Today! Test Drive

Course Catalog Go Back to Main Catalog Page Closing 101 Closing 201 Closing 301 Closing 401 Closing Conviction: Emotions are Caught Not Taught Increasing Your Sales Effectiveness Newest Closing Videos Perspectives: Closing Psychological Sales Triggers Selling to the Generation X and Y Selling to Women The Importance of Preparing for the Close The Psychology of Influence Top Producers' Best Practices Closing Factfinding 101 Factfinding 201 Factfinding 301 Factfinding 401 Factfinding for Life Insurance Newest Factfinding Videos Perspectives: Factfinding The Art of Questioning The Initial Approach: Understanding the Entire Process The Psychology of Factfinding Factfinding Center of Influence Development 101 Center of Influence Development 201 Leveraging Technology for Prospecting Newest Prospecting Videos Overcoming Prospecting Objections Perspectives: Prospecting Prospecting 101 Prospecting 201 Prospecting 301 Prospecting 401 Prospecting 501 Prospecting Psychology Prospecting Through Personal Observation Unlocking the Power of Unsolicited Referrals Prospecting Connecting with the Power of Your Why Mastering Client Connections Mental Toughness - Managing Rejection & Adversity 101 Mental Toughness - Managing Rejection & Adversity 201 myWorth Research: Working with Women Consumers Newest Sales Psychology Videos Peak Performance Psychology Perspectives: Sales Psychology Psychological Sales Triggers - Ben Newman The Mindset of Top Producers Training Your Mind to Recall Understanding & Overcoming Call Reluctance Understanding Today's Consumers Sales Psychology Phone Buddy Prospecting Buddy Prospecting Skills Assessment Listening Skills Assessment Factfinding Skills Assessment Closing Skills Assessment Sales Skills Resources Developing a Telephoning Mindset Newest Telephoning Videos Perspectives: Telephoning Telephoning 101 Telephoning 201 Telephoning 301 Telephoning 401 Telephoning Learning Paths (beta) Sales Skills Marketing Product Knowledge Practice Management Motivation Classroom Training Coaching Resources Menu Close Try It Free for 14 Days Get full access to the platform—risk-free. No credit card. No commitment. Just results. Start building your advisor bench today. Start Your FREE Trial