NAIFA WEBINAR SERIES

Andrew Rinn, JD, CFP, CLU, ChFC is Assistant Vice President of Advanced Strategies at Midland National Life. Andrew leads a group of highly skilled and credentialed individuals. The team provides a single source of contact for advisors to successfully position their clients complex and challenging wealth management cases. The team’s proficiency includes the full spectrum of advanced planning resources coupled with thought leader expertise in advanced business, estate and retirement planning. His own expertise includes wealth preservation, estate planning, business planning and executive benefits. He consults with insurance professionals and client’s tax advisors when appropriate to facilitate sales opportunities. Andrew is a frequent speaker and has authored articles in Life Insurance Selling, Senior Market Advisor, National Underwriter, AALU and Journal of Financial Service Professionals. His speaking experience includes Forum 400, Clinic for Advanced Professionals, AALU and LIMRA Advanced Sales Forum. He is an Associate Editor for the Journal of Financial Service Professionals and was recently elected to the Board of Trustees for NAIFA. Prior to joining Midland National, Andrew was the VP of Advanced Solutions & Design at Ameritas and previously held roles at MetLife, Principal Financial Group and Mutual of Omaha where he specialized in business and estate planning. Andrew obtained his B.S. from Midland University and received honors as an Academic and Athletic All-American. He was inducted into the NAIA Athletic Hall of Fame in May of 2007. He obtained his Juris Doctorate (JD) from Drake University Law School in Des Moines, Iowa where he was a member of the Dean’s List. After passing the Iowa Bar exam, Andrew served as an Assistant County Attorney and Iowa Assistant Attorney General before beginning his career in Advanced Markets. He has also served as the Chapter President of the Des Moines Society of Financial Service Professionals, the President Elect of the National Board for the Society of Financial Service Professionals, and most recently voted in as a Trustee for NAIFA.

Kathleen Bilderback, JD, LLM, AEP joined the law firm of Sandberg Phoenix in 2024 as Counsel in the Business practice group. She specializes in estate, business, and executive benefits planning, with special emphasis on incorporating and maximizing the benefits of life insurance. She is a nationally recognized speaker, author, and former adjunct professor in the LL.M. in Taxation program at the Washington University School of Law in St. Louis. Kathleen graduated from St. Louis University with degrees in Accounting and Theatre. She received her law degree and LL.M. in Taxation from Washington University’s School of Law. Beginning her Advanced Markets career at General American Life Insurance Company (later merged into MetLife), she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries for 10 years before returning to private practice. In 2007, Kathleen and her partners founded Affinity Law Group, LLC to provide legal services to businesses, their owners, and executives from formation to succession and beyond. She rose to the position of Managing Member prior to successfully combining the firm into Sandberg Phoenix. Kathleen is a member of the Missouri, Illinois, and Pennsylvania bars. She is a former national President of the Society of Financial Service Professionals. Kathleen currently serves on National Association of Insurance and Financial Advisors (NAIFA) National Board of Trustees, the Executive Committee of the St. Louis Zoo Association Board, and the St. Louis Children’s Hospital Foundation Planned Giving Committee. She has presented at AALU, the Top of the Table Meeting for the Million Dollar Roundtable, and Estate Planning Councils around the country. Kathleen has been selected for inclusion in Missouri and Kansas SuperLawyers each year since 2012, and recognized by Best Lawyers in the areas of Business Organizations, Closely Held Companies and Family Businesses Law, and Trusts and Estates each year since 2020.