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ND Big I Stronger Together Success Summit 2023 (1900 × 788 px) (4)



NAIFA-North Dakota 2023 Success Summit

Co-Hosted by Big I - North Dakota

September 19-20
DoubleTree by Hilton
West Fargo, ND

Join us in West Fargo for NAIFA-North Dakota's 2023 Success Summit!

Gather with NAIFA friends old and new to celebrate our success and plan for the future.
Network with peers, gather tips & tricks for your business from our educational opportunities, and engage in discussion from the best of the best on how to build your team.

$125.00 - Success Summit Registration (Does not include Ethics CE & Lunch on Sept. 20th)
$50.00 - Ethics CE & Lunch on Sept. 20th

Room reservations may be made at Doubletree by Hilton at 701-551-0120 or Homewood Suites by Hilton at 701-551-5800. Both hotels are connected to the convention center.

September 19, 2023

Courtney Hanson

Draft a Plan to Help Protect Business Owners and Key Employees

Courtney Hanson
Courtney Hanson, Regional Vice President Individual DI | Principal

1:30 pm

Courtney Hanson is on a mission to ensure individuals, families, and business owners have the protection they need when facing unexpected illness or injury.  Courtney has been with Principal Financial Group’s Benefits and Protection Division for nine years and is currently the Regional Vice President of Individual Disability Sales for Minnesota and the Dakotas.  Courtney is originally from Phoenix, Arizona where she graduated from the University of Arizona Eller College of Management.  Outside of insurance she enjoys spending time outdoors hiking or on a lake in the Minnesota Summers. 

Hari Panjini

Hari Panjini
Attorney-At-Law | Panjini Law Offices, PLLC

3:00 pm

Srihari (Hari) Sivanna Panjini attended law school and graduated from Marquette University Law School in 2008. Srihari Panjini began practicing law in 2008. Srihari Panjini is an attorney at Panjini Law Firm, helping people with Business / Corporate issues. Panjini Law Firm has an office in Fargo, North Dakota, serving the local community. Srihari Panjini was selected to Super Lawyers for 2022 - 2023. Super Lawyers is an exclusive list of top-rated attorneys in specific practice areas who were chosen after thorough evaluation of numerous criteria.

Sir Michael-545_Edit (2)-1

How to become a Highly Effective DI (and Life) Producer

Michael J. Sir, RHU
President | Co-Founder, One Protection

4:00 pm

Mike has been an industry leader in the Disability insurance arena for over 36 years and spent 23 years with Principal Financial Group as a DI Regional Vice President prior to his retirement in 2020.

Mike is a member of NAIFA and the International DI Society. Mike, along with his business partner, James Leary, currently own and operate OneProtection. OneProtection is an income protection presentation software designed to help financial professionals better educate, demonstrate and bring clarity to their clients in this critical area of planning.

Bryon Holz, NAIFA President-2

State of NAIFA Update

NAIFA President

5:00 pm

Bryon Holz is founder and President of Bryon Holz & Associates in Brandon, Florida. His firm provides investments and insurance to individuals and business owners throughout the Southeast. They specialize in wealth accumulation, retirement income, asset preservation, and legacy planning strategies. The firm’s approach to financial services is based on the principle that the customer’s needs should always come first.

Bryon is a graduate and Presidential Scholar of the University of Tampa. In his spare time, he is active in his church and community, with a special passion for music, travel, and spending time with family.

September 20, 2023

Insurance Commissioner Jon Godfread

Breakfast with Insurance Commissioner Jon Godfread

Jon Godfread
North Dakota Insurance Commissioner

8:30 am

Jon Godfread was elected North Dakota’s 22nd Insurance Commissioner in 2016 and re-elected in 2020. In service to the citizens of North Dakota, Godfread has prioritized consumer advocacy, ensuring North Dakotans are better aware of the services offered by the North Dakota Insurance Department beyond industry regulation. He has also worked to restructure the Insurance Department for efficient and effective use of tax-payer dollars, along with better utilization of staff talents. On a national level, Godfread has been an active voice in discussions about insurance regulations including the use of technology, air ambulance service, and health care reinsurance. In 2022, Godfread was selected as a Rodel Fellow by the Rodel Institute and joins elected officials from across the country to discuss values, democratic principles, and public policy.

Bryon Holz, NAIFA President-2

Sowing the Seeds of Love: Building a Legacy through Multigenerational Education and Awareness

NAIFA President

9:35 am

Creating a legacy is often thought of as simply gifting money to one’s heirs. Yet perhaps the most important financial legacy one can leave is helping loved ones learn financial habits that provide financial security throughout their lives. The greatest challenge is creating opportunities to educate future generations. This presentation reveals how to accomplish this important challenge.

Jerry Kennedy headshot

Ethics You Can Use - 2 Part Program

Jerry L. Kennedy, CIC
Owner & Manager | Foisy & Kennedy Inc.

10:40 am & 1:00 pm

Jerry owns and manages an agency in Grand Coulee, Washington.  He has long been an advocate of professional continuing education and is a National Faculty member and Educational Consultant for The National Alliance.

Active in the industry, Jerry served on the technical committee of the Independent Agents of Washington and chaired the Far West Agents conference, a technical forum with Insurance Services Office. He currently serves as faculty for IIAA's Virtual University.  Jerry was honored by the PIA of Washington/Alaska as "Agent of the Year" in 1994 and served as President of the Association in 1997-1998.

Thank You, Success Summit Partners!

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Bronze & supporting partners

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