7th annual annuity distribution summit october 14 - 17, 2015€¦ · 7th annual annuity...
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NAFA, the National Association for Fixed Annuities, is exclusively dedicated to promoting the awareness and understanding of fixed income and deferred annuities through the education of policymakers, journalists, consumers, and the industry about the benefits of fixed annuities.
We are honored that you are considering partnering with us in our 2015 Annuity Distribution Summit. Promoting education and communication is the key emphasis of this event. We could not do it without your support.
The Annuity Distribution Summit (formerly the IMO Summit), in its 7th year, will provide the opportunity to come together with other prominent professionals to discuss the key issues that are essential to you and the future of your respective businesses. Attendees will also have access to cutting-edge information and insights from accomplished experts in the marketplace.
As a sponsor, you’ll have the opportunity to:
• Position your brand in front of principals and top executives
• Network with dozens of clients in the room
• Expand your business footprint
• Work with colleagues and clients to increase fixed annuity sales
• Capitalize on market changes
• Support your industry and the only association dedicated and focused exclusively on Fixed Annuities.
Please contact Scott Hinds to determine a sponsorship package to fit the needs of your business.
On behalf of the NAFA, we thank you for your continued support.
W. Scott Hinds S. Christopher Johnson Director of Membership & Development NAFA Chairman of the Board Senior Vice President / Chief Marketing Officer National Western Life Insurance Company
NAFA, the National Association for Fixed Annuities, is exclusively dedicated to promoting the awareness and understanding of fixed income and deferred annuities through the education of policymakers, journalists, consumers, and the industry about the benefits of fixed annuities.
Showcase your business and maximize face-to-face networking opportunitiesThe Annuity Distribution Summit focuses on the unique issues facing insurance marketing organizations and assembles the largest gathering of principals and executives in the fixed annuity industry. This exclusive conference will be held at historically renowned, The Biltmore. Located in Coral Gables, FL, The Biltmore will surely serve as an extraordinary setting for this significant event!
This event is a chance to come together with other prominent professionals to discuss the key issues that are essential to you and the future of your business. You will also have access to cutting-edge information and insights from accomplished experts in the marketplace.
Sponsoring the Annuity Distribution Summit provides you with an opportunity to showcase your business and have the focused attention of a top-notch audience. Your involvement links you to one of the most anticipated and exciting industry events of the year.
October 14-17, 2015The Biltmore
Coral Gables, FL
Thank you to the 70+ IMOs present, carrier partners, vendor partners and our stellar speakers. The power of bringing all these audiences together in one location is immeasurable!
The success of the Summit is dependent on our valuable sponsors. Special thanks to the following 2014 Summit Sponsors:
DIAMOND SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SILVER SPONSORS
America’s Recommended MailersCircle SidewaysEquitrust
Insurance Media ServicesLaser AppsPacific Life
S&P Dow Jones IndiciesStonewood Financial SolutionsSummit Professional Netowrks
ADI MeetingsAgentlinkAllPro Direct Marketing
Imeriti Financial NetworkNAFA Annuity OutlookNAPA
Nexus HQPartners AdvantageUnkefer & Assoc.
Please find check enclosed.
$ ______________ Credit Card
Credit Card Number ______________________________
Exp. Date _____________Security Code ______________
Signature of Card holder __________________________
Print Name of Card Holder _________________________
Address of Credit Card Billing Same as above
OR
Street __________________________________________
City ___________________________________________
State __________________ Zip ____________________
Diamond Sponsor Package General Session Branding
Premier 8’x10’ Booth Placement
Three conference registrations
Listing in the on-site conference signs
Full Page ad in conference program
Logo on front cover of conference program
Logo on pre-conference mailing
Use of conference registration list upon request
Mail with check payable to NAFA and mail to: NAFA, ICO Anick & Associates, 11933 W Burleigh St., Wauwatosa, WI 53222Fax with Credit Card Information to: 415-946-3532
Last (Family Name) __________________________________ First (Given) Name _______________________________
Company Name _______________________________________________________ Phone ______________________
Company Mailing Address ___________________________________________________________________________
City ________________________ State/Province ________ Zip/Postal Code ____________ Country ______________
Email Address (required) ____________________________________________________________________________
Alternate e-mail address to send copy of confirmation ____________________________________________________
Sponsorship Level: DIAMOND – $20,000
Please find check enclosed.
$ ______________ Credit Card
Credit Card Number ______________________________
Exp. Date _____________Security Code ______________
Signature of Card holder __________________________
Print Name of Card Holder _________________________
Address of Credit Card Billing Same as above
OR
Street __________________________________________
City ___________________________________________
State __________________ Zip ____________________
Platinum Sponsor Package Listing at conference registration landing page
Two conference registrations
Attendee Bag Insert (pre-approval required)
Listing in the on-site conference signs
Full Page ad in conference program
Logo on back cover of conference program
Logo on pre-conference mailing
Slide recognition between speakers and during breaks
Logo recognition in trade e-blasts
Logo on Annuity Outlook Magazine Ads
Last (Family Name) __________________________________ First (Given) Name _______________________________
Company Name _______________________________________________________ Phone ______________________
Company Mailing Address ___________________________________________________________________________
City ________________________ State/Province ________ Zip/Postal Code ____________ Country ______________
Email Address (required) ____________________________________________________________________________
Alternate e-mail address to send copy of confirmation ____________________________________________________
Sponsorship Level: PLATINUM – $15,000
Mail with check payable to NAFA and mail to: NAFA, ICO Anick & Associates, 11933 W Burleigh St., Wauwatosa, WI 53222Fax with Credit Card Information to: 415-946-3532
Please find check enclosed.
$ ______________ Credit Card
Credit Card Number ______________________________
Exp. Date _____________Security Code ______________
Signature of Card holder __________________________
Print Name of Card Holder _________________________
Address of Credit Card Billing Same as above
OR
Street __________________________________________
City ___________________________________________
State __________________ Zip ____________________
Gold Sponsor Package Name recognition in trade e-blasts
Name recognition in NAFA e-blast (four times)
One-time use of conference registration list upon request.
Last (Family Name) __________________________________ First (Given) Name _______________________________
Company Name _______________________________________________________ Phone ______________________
Company Mailing Address ___________________________________________________________________________
City ________________________ State/Province ________ Zip/Postal Code ____________ Country ______________
Email Address (required) ____________________________________________________________________________
Alternate e-mail address to send copy of confirmation ____________________________________________________
Sponsorship Level: GOLD – $10,000
Mail with check payable to NAFA and mail to: NAFA, ICO Anick & Associates, 11933 W Burleigh St., Wauwatosa, WI 53222Fax with Credit Card Information to: 415-946-3532
Please find check enclosed.
$ ______________ Credit Card
Credit Card Number ______________________________
Exp. Date _____________Security Code ______________
Signature of Card holder __________________________
Print Name of Card Holder _________________________
Address of Credit Card Billing Same as above
OR
Street __________________________________________
City ___________________________________________
State __________________ Zip ____________________
EXCLUSIVE Keynote SponsorshipEach year NAFA brings renowned international and national speakers to its annual fall summit to share unique insights on leadership, ways to find your competitive edge, and the importance of well-timed strategies.
Last year’s speaker, Professor Peter Navarro - a nationally-recognized author and international speaker, delighted the audience with his take on business management, microeconomic analysis and the American economy.
2015’s Keynote Speaker promises to be equally as compelling.
Last (Family Name) __________________________________ First (Given) Name _______________________________
Company Name _______________________________________________________ Phone ______________________
Company Mailing Address ___________________________________________________________________________
City ________________________ State/Province ________ Zip/Postal Code ____________ Country ______________
Email Address (required) ____________________________________________________________________________
Alternate e-mail address to send copy of confirmation ____________________________________________________
Sponsorship Level: EXCLUSIVE KEYNOTE SPONSORSHIP – $20,000 SHARED KEYNOTE SPONSORSHIP – $7,500 (3 available)
Mail with check payable to NAFA and mail to: NAFA, ICO Anick & Associates, 11933 W Burleigh St., Wauwatosa, WI 53222Fax with Credit Card Information to: 415-946-3532
Please find check enclosed.
$ ______________ Credit Card
Credit Card Number ______________________________
Exp. Date _____________Security Code ______________
Signature of Card holder __________________________
Print Name of Card Holder _________________________
Address of Credit Card Billing Same as above
OR
Street __________________________________________
City ___________________________________________
State __________________ Zip ____________________
Silver Sponsor Package 8’ x 10’ Conference Booth
Listing on the landing page of conference registration
Listing in conference program
1/2 Page ad in conference program
Name recognition in NAFA e-blast (two times)*
Last (Family Name) __________________________________ First (Given) Name _______________________________
Company Name _______________________________________________________ Phone ______________________
Company Mailing Address ___________________________________________________________________________
City ________________________ State/Province ________ Zip/Postal Code ____________ Country ______________
Email Address (required) ____________________________________________________________________________
Alternate e-mail address to send copy of confirmation ____________________________________________________
Sponsorship Level: SILVER – $7,500
Mail with check payable to NAFA and mail to: NAFA, ICO Anick & Associates, 11933 W Burleigh St., Wauwatosa, WI 53222Fax with Credit Card Information to: 415-946-3532
Please find check enclosed.
$ ______________ Credit Card
Credit Card Number ______________________________
Exp. Date _____________Security Code ______________
Signature of Card holder __________________________
Print Name of Card Holder _________________________
Address of Credit Card Billing Same as above
OR
Street __________________________________________
City ___________________________________________
State __________________ Zip ____________________
A La Carte Sponsorship OpportunitiesPlease select one or more of the following:
Shared Meeting Room Wi-Fi Sponsorship – $2,000 (3 available) ($5,000 Exclusive)
Hotel Key Card – $2,500 Phone/Laptop Charging Kiosk – $2,500 Per Kiosk (4 available)
Branded Newspaper Drops – $2,000 (1 Day - 2 available)
Branded Suntan Lotion – $1,000 (Plus cost of production)
Last (Family Name) __________________________________ First (Given) Name _______________________________
Company Name _______________________________________________________ Phone ______________________
Company Mailing Address ___________________________________________________________________________
City ________________________ State/Province ________ Zip/Postal Code ____________ Country ______________
Email Address (required) ____________________________________________________________________________
Alternate e-mail address to send copy of confirmation ____________________________________________________
Mail with check payable to NAFA and mail to: NAFA, ICO Anick & Associates, 11933 W Burleigh St., Wauwatosa, WI 53222Fax with Credit Card Information to: 415-946-3532
Please find check enclosed.
$ ______________ Credit Card
Credit Card Number ______________________________
Exp. Date _____________Security Code ______________
Signature of Card holder __________________________
Print Name of Card Holder _________________________
Address of Credit Card Billing Same as above
OR
Street __________________________________________
City ___________________________________________
State __________________ Zip ____________________
Hospitality Suites PackageOn the evenings of the 15th and the 16th, you can offer hosted parties in on-site suites. Contact NAFA for more information today!
• Sponsorship includes one night room rental only.
• All other costs are incurred by the sponsor, including F&B if applicable.
• Allow sponsor to select a date.
• 3 available.
• The “Al Capone” Suite is also available for an additional charge.
Last (Family Name) __________________________________ First (Given) Name _______________________________
Company Name _______________________________________________________ Phone ______________________
Company Mailing Address ___________________________________________________________________________
City ________________________ State/Province ________ Zip/Postal Code ____________ Country ______________
Email Address (required) ____________________________________________________________________________
Alternate e-mail address to send copy of confirmation ____________________________________________________
Sponsorship Level: HOSPITALITY SUITES – $2,500
Mail with check payable to NAFA and mail to: NAFA, ICO Anick & Associates, 11933 W Burleigh St., Wauwatosa, WI 53222Fax with Credit Card Information to: 415-946-3532