State Convention 2014 - Seattle/Eastside

 - All AttendeesGeneral registration opens at 9:30am on Monday and the general program begins at 10:00am. Please arrive on time.
 - Delegates/LeadershipThe delegate council convenes at 7:30am on Monday with registration/breakfast at 7:00am. Please arrive on time.
 - Early Bird RatesWill NOT be extended! All rates increase after midnight on April 18, 2014.

Convention Details


May 19-21, 2014
with a pre-convention reception on May 18 (tentative)

The Woodmark Hotel
at Carillon Point
Kirkland, WA

Sponsors, Exhibitors, and Past Presidents please check with Jenna Olson for an appropriate promo code BEFORE you register online.

Convention Pricing:
  • General Registration $449
    • members and non-members
  • Delegate Registration $449
    • must be appointed by your local association
  • "Super Tuesday" One-Day Registration $249
    • includes breakfast, lunch, and the President's Banquet and Awards Ceremony
  • Exhibitor Package $600
    • includes General Registration
THE FINE PRINT: Payments may be made online with PayPal or a credit card.  Payments by check should be payable to and need to be received by NAIFA Seattle/Eastside no later than May 9, 2014 or your registration is subject to cancellation or an additional $50 late payment fee.  A $30 administrative fee will be deducted from all refunds.  No refunds will be issued after May 1.  Contributions and payments to the association are not tax deductible as a charitable contribution for Federal income tax purposes but may be deductible as a business expense. Contributions to IFAPAC are not deductible under any circumstances.  Consult with your accountant, CPA, or tax preparer.

Hotel Reservations:
You are responsible for booking your own room. A discounted overnight rate of $179.00 per night has been negotiated. Call 1-800-822-3700 to make your reservation and let them know you are attending the NAIFA Washington Convention. Availability of rooms and the discounted rate is not guaranteed after April 18.

Click here to download the formal Convention Program!  This file will be updated with any future changes to the program.

Optional Add-Ons:
  • Spouse/Guest meals
    • If you are bringing your spouse or a guest who is only joining you for meals they do not need to pay full registration.  You will need to add each meal your spouse/guest is attending, including add-ons below.
  • Post-Convention Luncheon/Barbecue
    • The Woodmark Hotel, Waterfront Patio
    • Casual and Outdoor (weather permitting)
    • $39 per person
    • Not included in General/Delegate Registration
    • Separate from Golf Tournament
  • Golf Tournament
    • Willows Run Golf Complex
    • 10402 Willows Road NE, Redmond, WA 98052
    • $85 per person (includes golf cart)
    • Not included in General/Delegate Registration
    • Lunch not included
    • Separate from Post-Convention Luncheon/Barbecue

Sponsors, Exhibitors, and Past Presidents please check with Jenna Olson for an appropriate promo code BEFORE you register online.

Sponsors & Exhibitors

Please thank and support these organizations who help to underwrite the cost of our convention.
Opening Day Presenting Sponsor
"Super Tuesday" Presenting Sponsor
Guardian, NW Preferred Credit Union, Regence, MassMutual, 
ExamOne, Washington Brokerage, Probabilities Fund, dibroker, 
Allstate Financial Services, Pacific Advisors, Legal Shield, 
Buy Health Insurance Washington, Security 1 Lending, 
North American Company for Life & Health, Security Benefit

Dinner Entertainment

Tony La Stella

Opening Dinner - Monday, 5/19

Eclectically skilled singer, Tony La Stella, has performed with the likes of Luciano Pavarotti, Tony Bennett, Debbie Boone, and many others. He is a acclaimed as a "A Super Star Talent" with an amazing "ability to sing operatic and pop material."  

Tina Turner Tribute
President's Banquet & Award Ceremony - Tuesday, 5/20

Tina Turner Tribute Artist, Impersonator, and Lookalike Luisa Marshall is a world class performer and award winning artist, winning the World Rock and Roll Tribute Artist Championship in 2003.


General Questions
Please send an email with your question to
Jenna Olson | | (206) 228-9351
Linda Fox | | (360) 350-0521

Venue & Accommodations
The Woodmark Hotel | (800) 822-3700

Michael Staeb | | (206) 673-3500 x101

Sponsors & Exhibitors
Michael Staeb | | (206) 673-3500 x101
Jenna Olson | | (206) 228-9351

Correspondence & Payments by Check
NAIFA Washington State Convention 2014
c/o Jenna Olson, NAIFA Seattle/Eastside
2400 NW 80th Street, PMB 140
Seattle, WA 98117-4449

Main Stage Speakers

Ambassador of Significance
Living a Life of Significance

Joseph W. Jordan is an independent consultant, author and speaker.  The former Senior Vice President at MetLife is an industry-renowned thought leader in the areas of behavioral finance, client-centric tools, ethical selling and client advocacy.  He helps financial professionals around the world recognize and celebrate the intrinsic value that they deliver to their clients. With over 36 years of experience - from life insurance sales to Wall Street to MetLife - Joe Jordan offers compelling insights into the financial services industry, illustrates the concept of managing behavior, and demonstrates how to emotionally engage customers.  Read more...

Living A Life of Significance
Let Purpose Inspire Your Efforts & 
Reaffirm Your Significance

Communications Expert

Anna Liotta, creator of Generationally Savvy™ Communication Solutions, is an award-winning speaker, consultant and author who engages and energizes national audiences with her practical strategies for attracting, growing and retaining top talent and loyal clients from every generation.  Read more...

What Makes Generations Tick,
And What Ticks Them Off

Professional Coach
Leading Advisor

Simon coaches financial advisors and business owners, and has a proven track record since 1990 of helping others create more profit in less time.  Read more...

Simon is bringing us new, never before presented content!

The Client Commitment Process
Know Your Client, Show Your Client, Grow Your Client

Professional Coach

Anthony is an International Keynote Speaker & Practice Development coach working exclusively in financial services. His organization conducts coaching programs on 5 continents embraced by over 100 international companies. Global conference platforms since 1989 have been enthralled by the practical, step-by-step systems and techniques he shares in presentations that are as passionately presented as they are immediately useful.  Read more...

Double Your (Next) Quarter 

Christopher Burgess
Online Security Strategist

Christopher Burgess is the CEO, President and co-founder of Prevendra. He is an author, speaker, advisor, consultant and advocate for effective security strategies, be they for your company, home or family. He is the voice of Senior Online Safety, keeping all safe and secure.

Prior to Prevendra, he served as the Chief Security Officer, President Public Sector and Chief Operating Officer (2011-2013) of a small start-up within the big data analytic space, Atigeo. And he also previously served as the Senior Security Advisor to the Chief Security Officer of Cisco, where he focused on intellectual property strategies. Additionally, also while at Cisco, Christopher led the following teams within the Corporate Security Programs Office.  Read more...

Data & Security
Staying Safe and Secure, Both You and Your Clients

Sponsors, Exhibitors, and Past Presidents please check with Jenna Olson for an appropriate promo code BEFORE you register online.

Break-Out Sessions

Business Owner & Executive Solutions (*CE*)
WAOIC Course #607419
Nate Walters, Principal Financial Group

Inside DI Underwriting (*CE*)
WAOIC Course #333814, Provider #20424
Scott Fowler, dibroker
Lynn Christofferson, Pacific Advisors
Jon Stotesbery, MassMutual Brokerage

Using Leadership Traits in Making Your Practice More Effective
John B. Nichols, Nichols CO

Alternative Investments
Joseph Childrey, Probabilities Fund

2014 Tax Update
Darrell Stewart, CPA, Darrell Stewart & Company

Hot Button Issues in Life Underwriting (*CE*)
WAOIC Course #610836
Aaron Nishamura, FALU, FLMI, ACS, Symetra Financial

Funding Longevity in Retirement - The New FHA HECM
C.E. "Ted" Butler, Security 1 Lending

Sponsors, Exhibitors, and Past Presidents please check with Jenna Olson for an appropriate promo code BEFORE you register online.

Special Meals & Events

Career Insurance Luncheon &
Legislative Panel Discussion

What Every Advisor Needs to Know About the Legislative Threats Facing Our Industry

Begins with an Olympia legislative update with Mel Sorensen, followed by a panel discussion with Mel, Richard Ek, Jeff Kyle, and Al Zalewski.  Moderated by Alex Collins.  Held Monday.

Local Legends Luncheon
A Moderated Panel Discussion

Hear from some of the biggest names in the Northwest!  Featuring Tom Fowler, Kerry Wallingford, Ralph Van Winkle, and Alan Pratt.  This one-of-a-kind panel will be co-moderated by Craig Forman and John B. Nichols.  Held Tuesday, part of the "Super-Tuesday" One-Day registration option.

President's Hospitality Suite & Scotch Tasting
Hosted by John B. Nichols & Kevin Gleim

This first of it's kind at a NAIFA event will be held immediately following the Opening Night Dinner on Monday.

YAT Hospitality Suite
Hosted by the YAT Committee and ExamOne

A State Convention Favorite!  Don't miss this party following the President's Banquet and Awards Ceremony on Tuesday.
NAIFA Washington,
Apr 21, 2014, 4:09 PM
NAIFA Washington,
Feb 10, 2014, 10:58 AM
NAIFA Washington,
Feb 3, 2014, 10:50 AM
NAIFA Washington,
Feb 3, 2014, 10:50 AM
NAIFA Washington,
May 6, 2014, 12:33 PM
NAIFA Washington,
Apr 25, 2014, 12:51 PM
NAIFA Washington,
May 6, 2014, 12:35 PM
NAIFA Washington,
May 13, 2014, 9:53 AM