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NJ 2025 Conference - two speakers Main Graphic - (1000 x 600 px)

 

 

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2025 LEVEL UP CONFERENCE

DECEMBER 10, 2025

BELL WORKS - HOLMDEL, NEW JERSEY

101 Crawfords Corner Road, Holmdel, NJ 07733

This exclusive event brings together financial advisors, insurance professionals, and tech innovators to connect you with new business opportunities.

As the wealth and insurance sectors face constant change, staying ahead is key. More than just a conference, this event serves as a hub where technology, ideas, and partnerships converge to revolutionize client service and business growth.

Over the years programs come and go, and its the spirit of networking together and sharing ideas, problem-solving techniques and new business opportunities that provides the true membership value of NAIFA-New Jersey!

$25.00 Members | $50.00 Non-Members

Non-members: get your fee reimbursed if you join NAIFA within 30 days of registering!

Amani-Toomer headshot NJ

Amani Toomer
Retired NFL New York Giants

 Amani Toomer played wide receiver for the New York Giants from 1996-2008. He amassed over 1,000 receiving yards every season from 1999-2003 and holds Giants’ franchise records for yards receiving (9,497), catches (688) and receiving touchdowns (54). Toomer also had 109 punt returns for 1,060 yards with three scores. In 1996 as a rookie, he led the NFL with an average of 16.6 yards per punt return.

Toomer helped lead the Giants to a Super Bowl XLII win over the New England Patriots when he led the team with six receptions for 84 yards. Toomer was inducted into the Giants Ring of Honor in 2010. Toomer was picked by the Giants in the 2nd round of the 1996 NFL Draft out of the University of Michigan, where he played from 1992- 1995. In 1994, he broke Michigan’s single-season receiving record with 1,096 yards on his way to being named first-team All-Big Ten and a Biletnikoff Award finalist.

 


joe jordan

Joseph Jordan
2023 John Newton Russell Memorial Award

Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book Living a Life of Significance. The book has sold over 125,000 copies, is translated in five languages and was featured in Nick Murray's "The Advisor's Essential Library." He has given hundreds of presentations to over 400,000 financial professionals in 28 countries around the world.

Joe is the recipient of the 2023 John Newton Russell Memorial Award. The award is the highest honor accorded by the insurance industry for outstanding services to the institution of life insurance.

Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. He was responsible for retail product development and started their fee-based financial planning program and behavioral finance department.

Joe is also a founder of the Insured Retirement Institute and has been featured on the cover of Life Insurance Selling magazine.

For three consecutive years, he has been honored by Irish America magazine as one of the "Top 50 Irish Americans on Wall Street."

He was inducted into the Fordham Football Hall of Fame and has played rugby for the New York Athletic Club for 30 years.


Thank you, sponsors!


New Jersey Sponsors 9.2025