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7th Annual Annuity Distribution Summit October 14 - 17, 2015 The Biltmore Coral Gables, FL

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7th Annual Annuity Distribution SummitOctober 14 - 17, 2015

The Biltmore • Coral Gables, FL

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