About
Independent annuity and life insurance agents are navigating a very different client conversation today.

Market volatility, inflation concerns, and long-term uncertainty are pushing clients to ask questions that traditional solutions don’t always fully address. More agents are finding that ignoring the gold conversation is no longer an option, but very few have been shown how to approach it the right way.

This session is designed for independent agents who want to:

1. Strengthen client confidence during uncertain times
2. Expand planning conversations beyond market-based solutions
3. Understand where physical metals actually fit in real retirement plans

You’ll hear from professionals who work closely with independent advisors and insurance agents nationwide, sharing practical insight into how these conversations are happening with real clients and what a working partnership looks like behind the scenes.

If you’ve ever wondered whether gold belongs in your client discussions, this conversation will give you clarity.
Presenters
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NFI Solutions
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Bill Flikeid
NFI Sales Lead
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Kerry Morris
Advisor Partner
Kerry Morris, CFP®, CFEd®, is a long-standing advisor partner with National Gold Consultants, bringing the practicing advisor’s perspective to implementing physical gold and silver within real-world financial plans. He works directly with clients and collaborates on advisor education and client strategy, particularly during periods of economic uncertainty.
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Ryan Long
President
Ryan Long is President of National Gold Consultants, working with financial professionals nationwide to integrate physical gold and silver into client portfolios as wealth-insurance and portfolio-hedging tools. He brings over 20 years of experience supporting advisors and insurance agents through multiple market cycles.
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