Plan Designs for Today and Tomorrow

Track: Industry Partners

Session Number: 163
Date: Mon, Jan 28th, 2019
Time: 11:55 AM - 12:15 PM
Room: Texas Ballroom BC

Description:

Today, it’s all about building flexibility into a client’s insurance portfolio.  What smart funding solutions might we leverage today, and how can we give clients more choices in the future?  Learn how to evolve your thinking on insurance plan design.

Session Type: Industry Partners

Target Market: Apply to all
Session Type: Industry Partners

Target Market: Apply to all

Speakers

Speaker 1
Harvey Strait, Regional Vice President
Pacific Life

Harvey Strait is the Managing Regional Vice President for Pacific Life’s Central Texas Regional Life Office. He resides in Austin, TX with his wife Melodee and their two children, Dylan and Presley. This is Harvey’s 19th year in the financial services industry and 11th year with Pacific Life. He has lived in Central Texas since 1995. Prior to joining Pacific Life in 2007, Harvey was the Director of Product Management for National Financial Partners in Austin, TX. In this role, he worked with some of the largest independent financial advisors in the country on product selection, case design and competition analysis. Harvey also spent time working with M Benefit Solutions in their Bank Strategies division where he helped construct Non-Qualified Deferred Compensation plans for community bank executives across the country. He has spoken at industry meetings nationwide (NFP, FFR, Lion Street, Pacific Life). Harvey graduated from Texas State University in San Marcos, TX with a BBA in Finance. He is an active member of AALU. Harvey is a 3-time ‘Chairman’s Award’ winner, which is the highest recognition for a Pacific Life Regional Office. Harvey enjoys spending time with his family, and the Three G’s: Golf, Guitars, and Grapes (preferably Cabernet Sauvignon!).
Speaker 2
John Nau
Nau Capital, LLC

John began a successful career in financial services with CIGNA in 1985. There he distinguished himself by being recognized as one of CIGNA’s leading planners for several years. John also earned top recognition nationally as a leading consultant in the family business succession planning arena.
He became a principal in The Legacy Collaborative, Inc. in 1997. The Legacy Collaborative, Inc. provides financial planning advisory services to a successful clientele comprised primarily of corporate executives, professionals, and owners of closely held businesses.
What started as a traditional financial planning practice evolved into a practice devoted to providing both technical and product solutions to complex issues.
Nau Capital, LLC was founded in 2015 to accommodate the growing demand of strictly ultra-high net worth clients and small business owners. Nau Capital, LLC provides sophisticated financial strategies to include the accumulation and distribution of tax-free wealth. A graduate of the University of Texas with a BBA in 1975 and an MBA in 1976, John resides in San Antonio, Texas with his wife Diane.
Speaker 3
Marshall Nau
Nau Capital, LLC

Marshall Nau began his passion for a career in finance growing up and seeing his father’s commitment to his career. In many ways, this experience is its own credential, cultivating his expertise in financial strategies for clients. He earned a degree in finance from Baylor University and brings a fresh approach to Nau Capital.
Marshall serves on the Planned Giving Committee of the San Antonio Red Cross Chapter and also helps with fundraising for individual initiatives. When not working, he enjoys spending time with his family.