Welcome to the 2016 Idea Forum!

A Message From Your Chairman

Jason O’Dell, OJM GroupPartnersFinancial Advisory Board President

Looking Back & Looking Forward

Charitable Foundation

Advisory Board

Membership Survey

Core Carrier Line up

PartnersFinancial Technology

PF Charitable Foundation Board

Jason O’Dell

John Irvin

Jim Monteverde

Jason Prather

Howard Silverman

Johnny Adcock

Joe Carpenter

Jay Cavanagh

Howard Cohen

Paul Devore

Jordon Katz

Marc Schechter

Howard Sharfman

Greg Steliotes

Ted Zouzounis

Confidential

Advisory Board Update

2016 Advisory Board

Jason O’Dell, ChairmanOJM Group

Steve CrookExecutive Planning Services

Bruce CallahanNFP

John HillWealthPartners

Jay CavanaghThe KNW Group

John KerrBay Financial

Mayur DalalDalal Capital Advisors

Jordon KatzJR KATZ

Johnny AdcockAdcock Financial Group

Jeff OstrumFinancial Architect

Partners

Mike JamesPartnersFinancial

2016 Outgoing Board Members

Jay CavanaghThe KNW Group

Johnny AdcockAdcock Financial Group

Thank You

Committee Structure

New

Committee

Board

Chair

PartnersFinancial

Liaison

Formerly comprised of

these Committees

Member ResourcesJay Cavanagh

Mayur DalalKristin Bulat

Advanced Sales

Product

Underwriting Advocacy

Technology

Conference Planning

MembershipSteve Crook

John Kerr

Julie Schneider

Peter Chung

Recruiting

Membership Standards

Governance

Compensation

Johnny Adcock

Jeff Ostrum

Jordon Katz

Mike James

Tom Povedano

Compensation

Carrier Management

Cross-Serve John Hill Peter Chung Benefits

Investments

PartnersFinancial

Charitable FoundationJason O’Dell Bruce Callahan PF Charitable Foundation

Membership Survey Update

MEMBERSHIP

SURVEY

UPDATE

Looking Ahead

Core Carrier Lineup

Recruit New Members

Provide feedback to any advisory board member or

PartnersFinancial team member

Total Business Review

Mike JamesPresident, PartnersFinancial

Structure

BUSINESS

DEVELOPMENTSTRATEGIC

RESOURCESRECRUITING

BUSINESS

OPERATIONS

MEMBERSHIP

2017 Convention

Industry CEO Panel

Eileen McDonnell, Chairman and CEO, Penn Mutual

Jim Morris, Chairman, President and CEO, Pacific Life Insurance Company

Robert Kerzner, President and CEO, LIMRA

Moderator: Mike James, President, PartnersFinancial

Proprietary Product Technology Update

Caitlin HoffmanAVP of Product Marketing, PartnersFinancial

Confidential

Vision, Implementation, Feedback!

Vision: Revitalizing Product

Feedback

Innovate

Revitalize Refresh

Evolve

Enhance

Implementation

ProductExpert ProductSprinter

Feedback: 90/10 Rule!

Refresh

Evolve

Enhance

Adcock Financial Group

ArborHSA

Bay Financial Associates

Cedar Point Financial

Dalal Capital Advisors

Financial Architects Partners

Flah & Company

JR Katz

Legacy Capital Group – CA

Madison Planning Group

Momentum Advanced Planning

National Madison Group

NFP CA Insurance Services

NFP Insurance Solutions

Schechter Wealth

The Bensman Group

The KNW Group

The Morehead Group

Windsor Insurance

Confidential

The Future is Now

The ProductPortal

Empower Your Decisions

Add screen shot of the new PE home page

Empower Your Decisions

Empower Your Decisions

Continuing to Evolve...

ProductPortal

ProductExpert

ProductSprinter

In The Lab…

Launching…

PartnersFinancial Special Recognition

Bruce CallahanChairman Emeritus, PartnersFinancial and Vice Chairman Emeritus, NFP

2016 Impact Player Award

Sagar DalalDalal Capital Advisors

2016 Humanitarian Award

Armistead BrowningFounding Principal

The Browning Group II, LLC

2016 Legacy Award

Howard Silverman, CLU, ChFC, CAP

Chairman of ARBOR/HSA, LLC

2016 Julie Shuptrine Award

Jessica SorgDirector of Underwriting

Legacy Capital Group

In Honor of Your Service

Rick SchindlerRetired with distinction from Pacific Life

after 26 years of excellence.

To a Special Friend & Colleague