Come Join us at our Upcoming Meeting!!!

March 28th, 2019 - - 10:00 AM to 2:30 PM
63rd Annual NAIFA Silicon Valley & SF Peninsula Sales Congress

Silicon Valley NAIFA
63rd Annual
NAIFA Silicon Valley & SF Peninsula
 Sales Congress
Special Thanks to our 
Expo Sponsors
Susie Smith
(925) 229-2777
800 924-2294
(510) 891-6782
(925) 979-2382
Evan Kidwell
(408) 392-7808
(855) 258-3836

Homa Rassouli
(415) 717-4618

10:00am
Registration/Networking
 
10:30am-11:30am
"Digital Marketing and Strategy With Guaranteed Results" featuring Lael Sturm, LRSS Digital Marketing
11:30am-11:50am
Lunch/Announcements
11:50am-1:05pm
"Roth Conversion Strategies" featuring Jim Silbernagel,  Real Wealth®
1:05pm-2:25pm
"Failure is Not an Option" featuring Eszylfie Taylor
When
Thursday, March 28, 2019 from 10:00 AM to 2:30 PM PDT
Add to Calendar
Where

Maggiano's Little Italy Santana Row
3055 Olin Avenue
San Jose, CA 95128

Driving Directions

 

Registration Details
$50 Member
$60 Guest
$500 Sponsor 
Interested in Sponsoring the Sales Congress and Promoting Your Company??? Find Details Below...
  • Two (2) Tickets for You and a Colleague to Attend
  • Receive a Table/Booth at the Sales Congress
  • Sales Congress - Raffle prize is optional but you will have  time at podium to present prize
  • Recognition in Sales Congress Program and event signage
  • Recognition on NAIFA Silicon Valley & SF Peninsula website
QUESTIONS? contact Krysta Patterson at svnaifa@yahoo.com
Join us for the 63rd Annual
NAIFA Silicon Valley & SF Peninsula
Sales Congress
 
Thursday, MARCH 28, 2019
"Failure is Not an Option"
Featuring: Eszylfie Taylor, The Taylor Method
 
Eszylfie Taylor is a Million Dollar Round Table Top of the Table producer. Before starting his own brokerage, Eszylfie Taylor finished his career as the top producing agent/advisor in the history of the African American market within New York Life. In 2015, he won NAIFA's Top 4 Under 40 award and launched The Taylor Method, his personal training series for financial advisors and agents. In the process of developing The Taylor Method, Mr. Taylor has coached countless agents and brought many back from the brink of leaving the business. His passion for mentoring and drive to succeed allows him to continually produce fresh, new content for his sales training system.
 
 
"Roth Conversion Strategies"
Featuring:
James J. Silbernagel, CFP®, LUTCF;
Woodbury Financial Services
 
Jim Silbernagel is an independent agent registered with Woodbury Financial Services, Inc. He entered the insurance industry in 1982 followed by the financial services industry in 1986. Jim holds securities licenses; Series 6, 7, 63 and 66. He is insurance licensed for life, health and property/casualty since 1985. Jim has earned both his CFP® and LUTCF designations.
 
Jim is the creator and host of Real Wealth®, an online radio program for insurance and financial professionals to educate their clients and keep in touch with them between meetings. Jim also leads Power Session LIVE, a monthly best practice and sales ideas session with top industry leaders.
 
Jim is a 20-year life and qualifying member of MDRT, qualifiying for his first Top of the Table in 2001. He is also a 25-year member of NAIFA, member of FSP, Forum 400, Financial Services Institute, Advisors in Philanthropy, ambassador for Main Street Philanthropy, and past moderator for Junior Achievement. Among other things, he supports IFAPAC, AHIA, the MDRT Foundation and LIFE Happens. In fact, he was a 2006 judge for LIFE Happen's REAL LIFE STORIES. and in 2018 Jim and a client story were selected to be highlighted in a Real Life Stories video feature.   Jim is a keynote speaker, presenting for many industry groups and companies, including NAIFA, FPA, MDRT and Forum 400. Jim serves Middle America in Kewaskum, WI, a small town of 4,000 people.
 
"Learn How to Use Social Media In 
A Regulated Environment to
Grow Your Business"
 
Featuring: Lael Sturm, Managing Partner, LPSS Digital Marketing
 
Lael Sturm founded LPSS Digital Marketing to deliver effective growth strategies and tactics to profitable businesses of all sizes.  Using social, search, content marketing (blogs and newsletters) and other digital tools is essential but many businesses lack the expertise, time or inclination to maximize these channels. Regulated industries like banking, mortgage and law present unique challenges and LPSS has experience navigating those regulatory environments. The LPSS team advises businesses on how to get the most from digital marketing and can also take the work off their plate altogether and do everything for them.  Lael has been in online marketing for 25 years (since the earliest days of the web), has worked with large and small companies including MTV, Nokia, Microsoft and CNET/CBS Interactive and earned his MBA in Finance at Columbia Business School.  He is a San Francisco native and still lives in the city with his wife and two children.
   

Join NAIFA TODAY!

Your membership in NAIFA and NAIFA-SF Peninsula is an investment in your professional career that will help ensure your business has a strong bottom line as your association strives each day to ensure a business climate that is conducive to your success.