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Best-selling author Patrick Kelly speaking to National Agents Alliance during Leadership Conference

BURLINGTON, N.C. (July 18, 2011) – Patrick Kelly has spent more than 20 years working in the financial services arena, but has gained national prominence as the author of the best-selling book “Tax-Free Retirement.”

National Agents Alliance President and Chief Executive Officer Andy Albright read Kelly’s book, invited the author to visit the company’s Burlington headquarters earlier this year and announced that Kelly will serve as one of two keynote speakers in July at NAA’s “Be Your Own Rock Star” Leadership Conference in Raleigh, N.C., where more than 3,000 people are expected to attend.

Kelly’s visit is being co-sponsored by Fidelity & Guaranty Life, one of the carriers NAA is proud to be associated with heading into its annual Leadership Conference July 22-24 at the Raleigh Convention Center.

Dennis Sudac, Vice President of Brokerage Life and Key Accounts with Fidelity & Guaranty Life, said he is excited about Kelly’s appearance in Raleigh, N.C.

“Fixed Indexed Universal Life is one of the hottest life products in marketplace today, as it will help reshape how people will buy life insurance for retirement-planning purposes,” Sudac said. “We are very pleased that Patrick Kelly, the author of one of the best books on retirement planning, “Tax-Free Retirement,” will be attending and speaking at NAA’s 2011 Leadership Conference. Patrick’s book is a must-read for any life insurance agent and his simple “Yellow Pad Selling System” will help agents participate in the tremendous growth opportunity in the fixed indexed universal life market. Fidelity & Guaranty Life and Patrick Kelly are very proud to be part of NAA’s 2011 Leadership Conference.”

Kelly also expressed his excitement about coming to visit with NAA again in North Carolina.

“I am so excited to be part of your convention in July,” Kelly said. “The time I’ve spent with NAA so far has been beyond my wildest expectations. You guys are an incredible group. To be able to spend time with the vast majority of the organization is an absolute treat. It will be fun to share a message that you can take to your clients and customers.”

Kelly spent the better part of a decade working on his best-selling book “Tax-Free Retirement,” which was published in 2007. In the book, Kelly lays out ways to avoid the nine common “financial landmines” he says people often step on. He teaches people how to generate tax-free retirement income, explains how to multiply their IRAs two- to three-fold for future generations and helps people leave a lasting legacy beyond what they previously thought possible.

Kelly said 2011 is the perfect time to bring this product to the marketplace.

“In my 20 years as a life insurance agent, I have never seen everything line up so perfectly,” Kelly said. “What’s amazing is that most agents do not see the opportunity. I’m excited to share the possibilities that are out there.”

After Kelly’s first visit during an event at National Agents Alliance’s headquarters, Andy Albright decided he wanted Kelly to speak at the July Leadership Conference. The idea made sense to Kelly, who, along with Chris Gardner (author of “The Pursuit of Happyness”), agreed to speak at the Raleigh Convention Center on July 23.

“We enjoyed Patrick Kelly’s first visit with us and we wanted to have him back as soon as possible,” Albright said. “It just made sense to get him to come to Raleigh where he could spend some time with thousands of our agents from all over the United States. We are excited that he will join us again in July and we can’t wait to hear his message.”

Kelly said he didn’t hesitate when offered the chance to speak with NAA again because of how much he enjoyed spending time with the company’s top agents and Albright.

“I don’t meet many people very often with more energy than I have, but that man Andy Albright puts me to shame,” Kelly said. “It was really, really fun. He’s a man of ideas, a man of action, a man with a vision and that’s just really a great combination. We’re going to be great friends.”


National Agents Alliance is an innovative lead generation and marketing organization that sells life insurance, annuities, and other financial services products through more than 7,000 active independent sales representatives in 50 states. Focused on serving middle-income families, National Agents Alliance is the No. 1 United States provider of mortgage protection insurance and offers a broad array of other affordable products from highly regarded companies, such as Mutual of Omaha, ING, Foresters and Fidelity & Guaranty Life. Since its inception in 2002, National Agents Alliance has helped more than 670,000 families successfully apply for more than $78 billion in life insurance coverage.

For more information about National Agents Alliance, call 1-866-752-1163 or visit orvisit National Agents Alliance Support.


Incorporated in 1959, Fidelity & Guaranty Life Insurance Company has a solid commitment to serving the individuals it knows best – middle market consumers seeking the safety, protection, accumulation and income features of secure life insurance and annuity products. Under new ownership since April 2011 by Harbinger Group Inc., Fidelity & Guaranty Life will continue to offer its series of focused life insurance and annuity products through its independent network of master general agents in every state, other than New York, as well as the District of Columbia. In New York, products are offered through a wholly owned subsidiary, Fidelity & Guaranty Life Insurance Company of New York.


Patrick Kelly has worked in financial services for more than 20 years as an insurance agent. He is the best-selling author of “Tax-Free Retirement,” a nationally acclaimed speaker and trainer. Kelly lives near Seattle, Wash. with his wife and four children. His book details what Kelly says are nine common “financial landmines” to avoid, how to generate tax-free retirement income and how to multiply your IRA two or three fold for future generations.


Chris Gardner is the owner and CEO of Gardner Rich, LLC with offices in New York, Chicago and San Francisco. Conquering grave challenges to become a successful entrepreneur, Gardner is an avid motivational and inspirational speaker, addressing the keys to overcoming obstacles and breaking cycles. Gardner is also a passionate philanthropist whose work has been recognized by many esteemed organizations. He is the author of two books, “The Pursuit of Happyness” and “Start Where You Are,” both New York Times bestsellers.

For additional information on this topic, please call Mac Heffner at 336.227.3319 x1189 or email Mac at

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