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HOME > EVENTS > VIRTUAL SUMMIT 2025

David Kinder, RFC® Cheryl Fainelli, RFC® Jeremy B. Nason, RFC®



The facts and opinions expressed by the presenters of the Virtual Summit are the author’s views and are not endorsed by the IARFC. The IARFC makes no claim as to accuracy and does not guarantee or endorse any product or service that may be advertised or featured. Additionally, the IARFC assumes no responsibility or liability for any errors or omissions in the content of the material presented. The information is provided by the authors on an "as is" basis with no guarantees of completeness, accuracy, usefulness, or timeliness. The schedule of presenters and/or content is subject to change. In the unlikely event that internet interruptions and/or technical difficulties occur, the IARFC will make available to conference subscribers, a recording of the Summit presentations.
2025 IARFC VIRTUAL SUMMIT
2025 IARFC Virtual Practice Building Summit
This exciting event from the IARFC is an opportunity to glean from industry peer practitioners at the highest levels. You’ll have an immediately accretive opportunity to take something, or many things, away from this experience that could be translated into your practice RIGHT AWAY. The presenters offer insight on a variety of topics from practice management to best practices, products, platforms, and planning. Each presenter brings decades of experience and insight to their breakout session topic.PLEASE NOTE:
To register, a Zoom account is required. Log in with your current Zoom ID and password.
If you do not have a Zoom account, you can register for a Free Zoom account.
(You do not have to be an IARFC member to register.)
Continuing Education Credits
20 hours towards IARFC CE requirements
20 hours towards IARFC CE requirements
Hosts

David Kinder, RFC® Cheryl Fainelli, RFC® Jeremy B. Nason, RFC®
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Sandy Schussel Sandy Schussel LLC Learn more... |
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Dr. Sanjay Tolani Tolani Family Office Learn more... |
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Tom Hegna TomHegna.com Learn more... |
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Kylie Murray Sammons Institutional Group Learn more... |
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Aidil Akbar Madjid, RFC® AAM & Associates Learn more... |
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Jim Ruta JimRuta.com Learn more... |
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Maribeth Kuzmeski RedZone Marketing Learn More... |
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Barry S. Rutten, CFP® Magnetic Sales Systems, LLC Learn More... |
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Sheryl Moore Moore Market Intelligence and Wink, Inc. Learn More... |
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William Wright Simplicity Group Learn More... |
| Thursday Sept 18, 2025 Eastern Daylight Time |
Speakers | Presentation |
| 11:00 - 11:10 am | David Kinder, RFC® Cheryl Fainelli, RFC® |
Welcome |
| 11:10 - 12:00 pm |
Aidil Akbar Madjid, RFC® |
Expanding Your Reach: Financial Planning for Muslim Clients |
| 12:10 - 1:00 pm | Maribeth Kuzmeski, PhD | Advising the Influential: NIL, Branding & the Next-Gen Client Opportunity |
| 1:10 - 2:00 pm | Tom Hegna | Building, Protecting, and Distributing Wealth |
| 2:00 - 2:30 pm | Break | |
| 2:30 - 3:20 pm | Barry Rutten, CFP® | The Hidden Keys to Zero Objection High Premium Life Insurance Sales |
| 3:30 - 4:20 pm | Sheryl Moore |
The Insurance Evangelist: "A Tale of Rags to Riches” |
| 4:20 - 4:30 pm | Closing | |
| Friday Sept 19, 2025 Eastern Daylight Time |
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| 11:00 - 11:10 am | David Kinder, RFC® Cheryl Fainelli, RFC® |
Welcome |
| 11:10 - 12:00 pm | Dr. Sanjay Tolani | "Minute to Win It: Insurance Concepts in Less Than 1 Minute" |
| 12:10 - 1:00 pm | Sandy Schussel | How to Triple Your Qualified Leads Through Easy, Comfortable Introductions |
| 1:10 - 2:00 pm | Jim Ruta | The Power of Sticky Advice: A Fresh Approach |
| 2:00 - 2:30 pm | Break | |
| 2:30 - 3:20 pm | Kylie Murray | Mastering the Client Review |
| 3:30 - 4:20 pm | Wiliam Wright | Refining Your Ideal Client Persona for Scalable Success |
| 4:30 - 6:30 pm | Jeremy Nason - Panel Moderator | Panel Discussion |
Sponsors



The facts and opinions expressed by the presenters of the Virtual Summit are the author’s views and are not endorsed by the IARFC. The IARFC makes no claim as to accuracy and does not guarantee or endorse any product or service that may be advertised or featured. Additionally, the IARFC assumes no responsibility or liability for any errors or omissions in the content of the material presented. The information is provided by the authors on an "as is" basis with no guarantees of completeness, accuracy, usefulness, or timeliness. The schedule of presenters and/or content is subject to change. In the unlikely event that internet interruptions and/or technical difficulties occur, the IARFC will make available to conference subscribers, a recording of the Summit presentations.










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