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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

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

Next Item Previous Item Go back to White Papers List Having a strong organizational culture enables you to hire, conduct business and attract clients in a consistent way that aligns with your overall values. With the fast pace of technological change today, a training culture can give you a competitive advantage when it comes to recruiting and retaining the best talent. Imagine that a quality candidate is considering your organization and another one, but you offer continuous training as a benefit. That will normally make the candidate’s choice simple and obvious. Investing in training for everyone in your organization shows them that you value their professional development and advancement potential. According to Arie de Geus, head of Shell Oil Company’s Strategic Planning Group and a visiting professor at London Business School, a learning culture is not only a strong source of sustainable competitive advantage; it is a critical corporate asset. He says, “Learning is the only source of sustainable competitive advantage.” Instead of investing in training once in a while — when someone requests it or when compliance requires it — make training a key element of your company’s or firm’s makeup. So how do you build training into your culture in such a significant way that it defines your organization? Here are some tips to get started. Survey everyone in your organization to find out what types of training they want to take. What skills do they want to improve, and what type of training do they prefer — online courses, webinars, on-site classes or off-site classes? Offer training to everyone. Instead of focusing only on advisors, for example, offer training to managers and support staff as well. Hire a training manager. Or assign the job of assessing, scheduling and evaluating training to one of your existing team members. This will show the people in your organization that you are committed to making training an integral part of your culture. Establish a mentoring program. Have your senior advisors mentor newer advisors and offer jointwork arrangements. Consider participating in the MDRT/GAMA International Mentoring Program. Create a coaching program. Coach everyone. Many managers make the mistake of focusing their coaching efforts on the rookies or poor performers. Offer coaching to your top performers. They will value the extra guidance on top-level issues, and it’s important to keep them happy. Leverage the expertise of your own people. Build a company e-learning program that enables your more experienced team members to share their expertise with newer employees. Let them be the subject-matter experts who provide some of the training, and reward them for doing so. Offer training in both “hard” and “soft” skills. Some of your team members need training in skillbased areas, while others probably need training in “soft” skills like negotiation, resolving conflicts and being more customer-focused. Attach specific goals to the training. Ask every team member what he or she hopes to gain from the training and how it can also benefit the organization. After the training, have your managers find out to what extent the training lived up to those expectations. This will help you evaluate the ROI. Communicate and celebrate training outcomes. If a training program was at least partially responsible for a team member being promoted, let everyone in the organization know about it. This is an effective way to reinforce the connection between the training you offer and the advancement of those who take the training. Measure the effectiveness of your training program. Consider using a feedback app, which can contain different sets of several questions for different situations. You can repeat the questions at various intervals to create a trend analysis. Use a SharePoint-based intranet to help employees track the progress they make in implementing improvements. Building a training culture requires an ongoing commitment and strategy. Unfortunately, too many agencies, firms and companies have a set-it-and-forget- it formula, which does not move the needle in the proper direction. The rewards of establishing a training culture will help turn each of your top goals and objectives into reality, in increased productivity, expanded markets, recruitment and ultimately retention. An Effective Training Platform for Managers and Advisors An effective resource for training financial advisors is Hoopis Performance Network, which features online, on-demand, total video-based training built on four Disciplines of Success with access to more than 400 sessions. The coursework can be either self-study or facilitator-led, and it complements any firm, agency or company training programs and marketing selling systems. Your advisors can access the video training anytime, anywhere, on their computers, smartphones, or tablets. It’s a cost-effective, time-efficient way to increase productivity, thus retention. An effective resource for training new or experienced sales leaders is HPN, an innovative virtual platform designed for financial leaders who are building a region, an agency or firm, a sales unit, or a sales team. You can get access to hundreds of high-impact sessions for all levels of experience, divided into five distinct elements of success. These sessions are short and easily digestible, averaging less than 10 minutes. Your managers can access the video training anytime, anywhere, on their computers, smartphones, or tablets. 10 Tips for Building a Training Culture

Next Item Previous Item Go back to White Papers List Do you plan to get married soon? The time to begin talking about the financial partnership you’ll be forming together once you’re married is before the nuptials. When you build a strong foundation of financial partnership at the beginning of your relationship, it will prevent many costly and stressful situations later. Nearly half of Americans (48 percent) who are marriedor living with a partner say they argue with the person over money, according to a survey of more than 1,000 people by The Cashlorette, which is owned by personal finance site Bankrate.com. Most of those fights are about spending habits, with 60 percent saying that one person spends too much or is too cheap. The remaining fights are pretty evenly split between someone being dishonest about money, how to divide the bills, and other types of money fights, from disagreements over forgetting to pay a bill to a couple’s financial priorities in life. Those disagreements often lead to divorce. Data released in January 2018 by financial firm TD Ameritrade found that 41 percent of divorced Gen Xers and 29 percent of Boomers say they ended their marriage due to disagreements about money. These money-related problems often begin early on. In fact, arguing about money early in your relationship might be the No. 1 predictor of whether or not you’ll end up divorced, according to a study of more than 4,500 couples published in the journal Family Relationships. These Discussions Are Uncomfortable—But Have Them Anyway To avoid this tragedy, you and your partner must talk openly and honestly with each other about your financial hopes and dreams, your spending habits, and your attitudes toward debt. Some of these discussions might be uncomfortable, and you might not agree on every issue. But it’s necessary to talk about these topics anyway. Here are just some of the subjects you should discuss before you get married: What assets will you each bring to the marriage? If you both own a home, where will you live, and what will be done with the second home? What debts will each of you bring to the marriage? How will those debts be paid? Do you consider yourself a saver, a spender or something in-between? What is your credit rating? What is your income? Do you save on a regular basis? How? Do you invest on a regular basis? How? How will you make saving and investment decisions once you’re married? What are your financial goals, both short- and long-term? How do you both feel about providing financial help to other family members, such as aging parents or children from a previous relationship? How will you manage your money once you’re married? In separate or joint accounts? If joint accounts, who will be responsible for managing the balance and paying household expenses? If separate accounts, how will household expenses be allocated and paid? If only one of you works outside the home, who will control the money in your relationship? If you plan to have children, what are your financial expectations with regard to raising children? Do either of you need to keep a portion of your finances separate? If so, can you both agree to that? Paying for the Wedding While there are regional variations, according to The Knot’s 2017 Real Weddings Study, the average wedding in the United States today costs $33,391. And that doesn’t include the cost of the rings or the honeymoon! That’s a lot of money to spend on a celebration that lasts a few hours or less, particularly when you consider that some of that money could be used for a down payment on a house or to eliminate existing debt. You can spend less and still have a beautiful, memorable wedding celebration. The way you and your partner work together to plan your special day will give you a glimpse into how well you communicate about financial decisions. Here are some ways to plan your wedding as a team—and reduce the expenses. Create a wedding budget together. Without one, costs can quickly spiral out of control. Where shouldn’t you skimp? To answer that question, consider what will last long after your wedding day. You’ll be wearing your wedding rings for the rest of your married life, so get something you like. You’ll be sharing photos and videos of your wedding for years to come, so hire a professional photographer and videographer. Get a wedding gown and tuxedo you and your partner like, but consider renting them. Or check outlet stores and search websites for the bridal gown of your dreams at a bargain price. You might be able to save considerably by having an “off-season” wedding (November through April) and/or by being married on a day other than a Saturday. Check out simpler wedding invitations to save on printing costs. Or print them yourself using the high-quality paper available online and in stores. Limit the size of the wedding party (the number of attendants). The reception is typically the largest wedding expense, by far. Here are some tips on how to save considerably while still having a memorable reception: Reduce the number of guests. Consider paring the list down to just the people you really want to be with you on this important day in your lives. Instead of a sit-down dinner, have a buffet or hors d’oeuvres. Use flowers that are in season at the time of your wedding. Use more greens and fewer blooms in the arrangements. Concentrate floral arrangements at the reception, not the church. Consider having an alcohol-free reception, or close the bar while food is being served. Reduce the cake cost. Get a small version of your “dream” cake, plus a much less expensive sheet cake in the same flavor. The sheet cake can be cut out of the sight of your guests, and they’ll never know the difference. Deciding Whether You Need a Prenuptial Agreement If you’re both young, have not accumulated substantial assets, and are not in line to receive a substantial inheritance, you probably don’t need a prenuptial agreement. The laws of the state where you reside establish how property is to be divided in the event of divorce, and that might be sufficient for your situation. On the other hand, if any of the following conditions exist, you might want to consider entering into a prenuptial agreement before you are married: One or both of you has substantial assets accumulated prior to the marriage. One or both of you is the beneficiary of a trust fund. One or both of you is expected to receive a substantial inheritance. One or both of you has children from a previous marriage. One or both of you owns a business. Prenuptial agreements can be used to prearrange the division of assets and the custody of children in the event of a future divorce, as well as to protect an inheritance. Take the following steps if you are considering a prenuptial agreement: Jointly decide on exactly what the agreement will cover. Consult with an attorney who is knowledgeable about family law. You and your partner might want to hire separate attorneys. Include a time frame for future reviews and modifications of the agreement. Sign a prenuptial agreement only if you believe it is fair and equitable. Tips for Preventing Financial Disagreements One secret of a successful marriage is to try to eliminate any trouble spots before they occur. Here are some suggestions for squelching the money troubles that many newlyweds experience: Develop a post-wedding money plan together— Your budget should be a realistic plan of how to pay your living expenses and make progress toward your savings goals. Don’t make your budget so rigid that it doesn’t allow for some discretionary spending. As part of developing your budget, decide how living expenses will be paid (joint or separate checking accounts?) and who will be responsible for tracking your monthly expenses and progress toward meeting your savings goals. Establish an emergency fund— The general recommendation is to establish an emergency fund equal to a minimum of three to six months of living expenses that will provide a financial cushion against an unexpected job loss, illness, accident, vehicle repair, home repair or some other financial emergency. Keep your emergency fund in a safe, liquid account, such as a savings account or money-market fund. 3. Pay off debts as quickly as possible—And resist the temptation to overuse credit (in fact, commit to paying credit-card balances in full and on time each month). Spending beyond your means can leave you in debt, adding unnecessary pressure to your marriage. Create a financial safety net— Review insurance coverage, including medical and dental, property & casualty, disability, and life insurance. See if you can save some money by combining your auto insurance policies as well as your banking accounts. If you’re both employed, review your respective employee benefit plans to see where you can save money. The medical and dental benefits from one of your employers might provide better coverage for both of you at a lower overall cost. Set your financial goals together— Decide what your short-, intermediate- and long-term financial goals are. Determine how you are going to save toward those goals and how you will save or invest the money. Consider setting up automatic savings, with a set amount transferred each month from your checking account into savings or investments. Take full advantage of opportunities to save at work, such as through a 401(k) plan. After the wedding, you might need to change beneficiary designations on employerprovided benefits. Commit to ongoing money conversations— Periodically schedule uninterrupted time together to review your finances. Discuss what is working for you, what is not working, and what changes you will make in your financial life together. Handling the Legal Aspects of Your Finances Unfortunately, bad things do happen…you owe it to each other to develop a plan that protects both of you from life’s misfortunes. Many aspects of financial planning are impacted by state law. You might need the assistance of an attorney, accountant and/or financial services representative to assist you with the following important tasks for both of you: Modifying your will as appropriate— Assuming you already have a will, you’ll need to update it to reflect your marriage. If you don’t have a will, get one! Without a will, the state where you reside will decide for you how your property is distributed at your death. Establishing a living will— This document states your preferences regarding the type of medical care you want to receive (or don’t want to receive) if you are incapacitated and cannot communicate. You will specify the treatment you want to receive or not receive in various scenarios. Establishing a medical power of attorney— Also known as a durable power of attorney for health care or a health care proxy, this document names another person, such as your spouse, to make medical decisions for you if you are no longer able to make medical decisions for yourself or if you are unable to communicate your preferences. (Note: A medical power of attorney is not the same as a power of attorney, which gives another person the authority to act on your behalf on matters you specify, such as handling your financial affairs.) Getting Sufficient Coverage in Place Adequate insurance coverage protects dependents, income and assets from financial loss. Appropriate insurance coverage depends on your personal and family situation, as well as your financial needs and objectives. Here is a general overview of various types of insurance: Property and casualty insurance indemnifies losses to homes and cars, and it provides liability protection. Life insurance protects dependents from loss of income in the event of an income earner’s death. If you already have life insurance, review your beneficiary designations and make the appropriate changes. Disability income insurance replaces income that’s lost in the event of accident or illness. It might be available through your employer. Health insurance helps cover the costs of medical care. If you’re both employed, coordinate health insurance benefits between your two employers. Long-term care insurance helps pay the costs of extended nursing home or assisted-living care. Periodically review your insurance program, making adjustments as needed. Should the Bride Take Her Husband’s Last Name? Traditionally, it was common for a woman to take her husband’s last name at marriage. But today, an increasing number of women are keeping their maiden name or incorporating both their maiden and married names into a hyphenated last name. Here are some general guidelines to keep in mind on this topic: If the wife takes the husband’s last name or uses a hyphenated last name, she should sign her new married name on the marriage certificate and on all future legal documents and joint tax returns. It will also be necessary to complete a name change on a wide variety of documents and accounts. If the wife keeps her maiden name, she should sign her maiden name on the marriage certificate and on all future legal documents and joint tax returns. If the two of you file a joint tax return, the IRS might require that you submit proof of your marriage. It’s also a good idea to find out if your state has any special requirements when a wife keeps her maiden name. Note: It’s generally not a good idea for a wife to use her maiden name and her husband’s last name interchangeably on legal documents. This can lead to confusion and complications. It’s no small task to change your name and/or address…in fact, you might want to start gathering the needed information and forms before the wedding. Although you can begin processing address changes prior to your wedding, you’ll need to process your name change as soon as possible after your wedding. A general recommendation is to change your name with the Social Security Administration first because many employers and financial institutions require that the name on their records is consistent with Social Security records. The following is a list of records for which you will need to update your name and address: Government: Social Security Administration documents (www.ssa.gov ) Post office address (change online at www.usps.com ) Driver’s license Vehicle registration Voter registration Passport IRS documents (use IRS Form 8822) Department of Veterans Affairs documents (forms available online at www.va.gov ) Child-support payments Employment: Current employer Previous employers (as needed for future benefits, such as pensions, deferred compensation, etc) Business associates Financial Institutions: Banks (checking/savings accounts, CDs, safety-deposit box) Lenders (auto, mortgage, student loan) Credit-card companies Insurance companies (life, health, auto, home, disability) Investment/brokerage accounts Utilities/Services: Water and sewer service Electricity Gas Telephone/cell phone Garbage collection Cable or satellite service Internet service Service Providers: Attorney Accountant Insurance agent Financial advisor Doctor Dentist Veterinarian Pet-care service Daycare/babysitters Cleaning service Yard-care service Subscriptions and Memberships: Magazines Newspapers Book/music/movie clubs Churches Civic/community organizations Professional licensing/ certification boards Health, social, and country clubs Legal: Wills Trusts Property titles Education: Your schools Your children’s schools Many newly married couples start off on the right foot by creating a financial plan, paying off debt, and talking about financial goals, but some will let continued discussions fall to the wayside. It’s easy to do, especially if one person is paying the bills and tracking expenses. Yet, it’s the continued communication about finances which protects your marriage from the common pitfall of fighting about money. Agree to a special date night once per month when you review your monthly budget and progress towards your goals. It keeps both of you engaged in your future and gives you an opportunity to talk about what’s working and what things you might want to change. The more you plan ahead—for your wedding and for the rest of your life as a couple—the more likely you are to be able to live in harmony, avoid disagreements about money and live happily ever after, throughout your most rewarding milestones and into retirement. Live “Happily Ever After” with a Strong Financial Foundation

Consulting and training firm, Grimes & Associates Bill Grimes Consulting and training firm, Grimes & Associates After injuries sidelined a promising career in major league baseball, Bill Grimes started his greatest venture – making a difference in how the world sells and serves people. As a partner of the award – winning consulting and training firm, Grimes &Associates, Inc. Bill’s expertise in assessment, selection, and retention is not abstract or theoretical, but practical and hands-on. Bill’s driving passion is to help sales organizations around the world maximize their potential by focusing on two critical areas: 1. Assessment/selection; and 2. training and development. Bill knows the Sales and Service industry inside out. A former insurance agent, Bill has experienced first hand the ups and downs of building a successful business. His genuine personal warmth and entrepreneurial experience keep him in demand as a coach, consultant, trainer, convention speaker, and assessment / selection specialist for many Fortune 500 companies. For over 25 years Bill has collaborated with behavioral psychologists and scientists, George Dudley and Shannon Goodson, and their pioneering research in the field of Call Reluctance®. In addition to writing the world’s definitive textbook on Call Reluctance® (Earning What You’re Worth? The Psychology of Sales Call Reluctance®) Dudley and Goodson are also the developers of SPQ*GOLD®, the one-of-a-kind, behavior based assessment of emotional barriers that keep people in contact-dependent careers from reaching their goals. Bill’s vast experience in this field has earned him a world-wide reputation. For thousands of people, in addition to George Dudley and Shannon Goodson, the name associated with Call Reluctance® and SPQ*GOLD® is “Bill Grimes”. Previous Speaker Go back to Speaker Network Next Speaker

Chief Investment Officer of Redwing Financial Dina Renee Weiss Chief Investment Officer of Redwing Financial Dina Renee Weiss serves as a financial, life and business coach, as well as the Chief Investment Officer of Redwing Financial. She began her career in the financial services industry in 2005, and built her reputation from the foundation up, focusing initially on the clients themselves, building trust and establishing a strong rapport prior to engaging in a financial planning and investment management relationship. She has carried that client-centered and educational philosophy into her investment and financial planning approach, working with generations of families to ensure proper and full understanding of the financial responsibility of daily life, as well as the investment process and those options available in today’s diverse and complicated investment marketplace. Dina aims to help individuals determine their goals, truly understand their individual risk-philosophies, manage that risk through the design of a comprehensive planning package, implement a well-organized plan of action, and finally embrace a disciplined approach to accountability and investing. She is firmly committed to serving her clients and looks to add value by providing timely, consistent and ongoing communication. Outside of her professional pursuits, Dina also holds her certification as a holistic health practitioner and has philanthropically provided health coaching services to more than 1,100 individuals seeking to live their best life. She volunteers her time and efforts as much as possible and sees the greatest reward in her life as the success of those who seek her guidance. In addition, she is the co-author of Ready to Launch – How Prepared are they for the Real World, a book aimed at assisting families in preparing their children for the realities of life beyond their childhood home. She has long been a writer, primarily in theatrical arts, comedy and poetry, but now tailors her writing towards practical and easily-implemented guides to developing a sense of ownership and personal responsibility for every aspect of an individual’s life. Previous Speaker Go back to Speaker Network Next Speaker

Stress Physiologist, Keynote speaker, CEO/Founder Fear(less) Rebecca Heiss PhD Stress Physiologist, Keynote speaker, CEO/Founder Fear(less) I'm committed to being a PR agent for stress...Because let's face it, stress isn't going anywhere, and it's my biggest frustration to watch people try to "get rid of it!" when the alternative, TRANSFORMING the energy of stress, empowers us all to reach our highest potential. As an expert in stress, leadership & performance, I work with people to transform their fears into fuel, powering people forward through change and stress. Keynotes Topics Address: Fear(less) Leadership •Stress/Fear & Change Management Confidence in Leadership Women in Leadership DEI Fear(less) leadership makes room for more. More productivity, engagement, purpose, and AWE. Previous Speaker Go back to Speaker Network Next Speaker

Principal, Intelead Alexis Gladstone Principal, Intelead Alexis Gladstone is the founder of Intelead. Through consulting, training, speaking, and executive coaching, she works with clients in the areas of leadership, sales, and organizational change to maximize individual and company results. Alexis has worked across industries from financial services to oil & gas, and everything in between. While the leadership problems most businesses face are the same, she believes the solutions are unique to its culture. She uses her ability to quickly learn about the business and pull on her experiences to recommend appropriate, custom solutions. Her passion is helping women succeed. She works with women individually through coaching and mentoring, and with organizations and leaders who want to recruit, retain, develop and champion women. Alexis has presented and trained on leadership at both public companies and not-for-profit organizations including Bank of America, Bankers Life, The YWCA of Chicago, Heartland Alliance, DePaul University and Northwestern University Alumni. Internationally she has been honored to present to business and government leaders in Harbin China, and to a number of financial organizations in Melbourne Australia. Previous Speaker Go back to Speaker Network Next Speaker

Listen to What People Are Saying About Hoopis Performance Network. See how we make financial professionals extraordinary. Listen to What People Are Saying About Hoopis Performance Network! See how we make financial professionals extraordinary. Hoopis Video Testimonials outline the world-class performance of the Hoopis Performance Network. Your Top Line is Only as Good as Your Distribution I'm Ready to Build My Dream Team We have the proven programs you need to increase productivity and retention

The Hoopis Performance Network has formed alliances with industry organizations that complement our existing resources, products and services. Strategic Partners Leverage Our Strategic Partners to Increase Performance & Productivity The Hoopis Performance Network has formed alliances with industry organizations that complement our existing resources, products and services. Harry Hoopis and his team field tested the tools and resources within his very own “Living Laboratory.” Over 850 financial services companies in more than 70 countries around the world turn to LIMRA first to help them build their businesses and improve their performance. These members rely on our 90 years of industry experience, along with resources in Research, Consulting, Assessment, Development, Compliance and Regulatory Services. 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Now the largest sales profiling company in the world, our online system is available 24/7, 365 days a year in 45 countries and in over 40 languages. Our Predictor of Potential (POP™) is a definitive example of our innovative and science-based approach. The POP™ has been thoroughly validated regularly since its creation in 1978 – and we are always improving upon it. The POP™ has become the basis for our other proprietary profiles. Visit Website 25 Point System’s software platform for on-boarding and developing new advisors helps managers attract, retain and grow a digital-age field force by integrating innovative activity management concepts and skill development tools, in an environment that inspires self-management and accountability. Modeled after 25 Point Systems under John Baier’s industry-renowned 25-Point System. 25 Point Systems includes engaging features like leaderboards and a team-based social media feed. Built-in skill development tools introduce micro-learning content, and provide an interface that enables a producer to record scripts and selling techniques, submit to their trainer, manager or mentor, and gain feedback any time of day. At its core, the concept is built on game-like levels, allowing assignments, skill development and production goals to be set for each producer, and utilized as the criteria for incentives, rewards, and advancement opportunity. Visit Website RAD Potential Advisory delivers evidence-based hiring and coaching solutions tailored for sales-driven organizations. By leveraging data analytics, predictive assessments, and targeted development programs, we help clients make smarter talent decisions and build stronger teams. Trusted by businesses across industries, RAD transforms raw data into actionable insight. 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With award-winning journalism, cutting-edge digital tools, and results-driven marketing solutions, we help our partners grow their businesses and maximize their impact. Our readers save time by accessing all the critical content they need in one place—InsuranceNewsNet.com—without having to sift through multiple publications or news outlets. Visit Website Life Happens is a nonprofit organization dedicated to helping Americans take personal financial responsibility through the ownership of life insurance and related products, including disability and long-term care insurance. Life Happens also seeks to remind people of the important role insurance professionals perform in helping families, businesses, and individuals find the insurance products that best fit their needs. Life Happens does not endorse any product, company or insurance advisor. Its only interest is seeing that consumers get the coverage they need to protect themselves and their loved ones. Visit Website Moody’s Learning Solutions For over 40 years Moody’s has set the industry benchmark in financial services education, elevating the skills of banking and lending professionals worldwide. Harnessing its risk management expertise and insights into banking and finance best practices, Moody’s is the training partner of choice for financial institutions seeking to build a competitive and risk-aware workforce. Visit Website