Advanced sales and marketing executives, producers, CMOs, sales officers and estate planning advisors with accountability for serving individual markets.
Highlights
Created by advanced sales professionals, the Forum provides advice from industry leaders with unique expertise in this segment of the financial services market. Whether you are struggling to do more with less or experiencing the challenges of organizational change, attending the Forum will give you unparalleled insights from peers and implementable ideas from experts.
10:30 a.m. - 11:30 a.m.: GS 5 - What's Hot and What's Not
Lawrence Brody, J.D., LL.M.
Partner, Bryan Cave LLP
Lawrence Brody is a member of the Private Client Service Group and the Technology, Entrepreneurial & Commercial Practice Client Service Group in the Bryan Cave St. Louis office. He is an Adjunct Professor at Washington University School of Law, and a visiting Adjunct Professor at the University of Miami Law School. Brody is the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning. He is a member of the Advisory Committee for the Philip E. Heckerling Institute on Estate Planning, of the University of Miami School of Law, and serves on several editorial boards.
12:45 p.m. - 1:45 p.m.: GS 6 - Rollover Conversations Are Changing: The Latest Developments On The DOL Fiduciary Rule
Bradford Campbell
Partner, Drinker Biddle & Reath, LLP
As partner at Drinker Biddle & Reath LLP, Brad advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions. A nationally-recognized figure in employer-sponsored retirement plans, he is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration. As ERISA's former “top cop” and primary federal regulator, Brad provides his clients with insight and knowledge across a broad range of ERISA-plan related issues. He also serves as an expert witness in ERISA litigation. Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors. In addition, he testified before three Congressional Committees regarding the effects of the Department of Labor fiduciary regulation.
10:30 a.m. - 11:30 a.m.: GS 5 - What's Hot and What's Not
Thomas F. Commito, J.D., LL.M., CLU, ChFC, AEP
Director, Sales Concepts, Lincoln Financial Distributors
Thomas F. Commito is the author of two books, Working with LLCs:
A Practitioner’s Guide to Limited Liability Companies and Comprehensive
Buy-Sell Agreements, both published by the National Underwriter
Company. He writes the column “Accounting and Taxation” in the Journal
of Financial Services Professionals, and was formerly an assistant editor for
The American Alpine Journal. He has been elected to the Estate Planning
Hall of Fame and is a frequent speaker to and a member of several
insurance and legal associations.
Ernie Guerriero is recognized for his expertise in the retirement planning industry, and most recently his in-depth knowledge of the DOL Fiduciary Rule. He has published articles in trade publications, including the Journal of Financial Service Professionals and the New York University Review of Employee Benefits and Executive Compensation. He has appeared on The Wealth Channel and is a speaker at professional industry group meetings on qualified plan design for closely held business owners. He has taught for various colleges on employee benefits, and is an adjunct educator for the American College. Ernie holds various industry recognized professional designations, and is currently on the National Board of the Society of Financial Service Professionals.
As an Assistant Vice President in MassMutual’s Advanced Sales organization, Hollander focuses on providing Estate and Business Planning support to the MassMutual Advisors and Financial Planners. He has been a member of the LIMRA Advanced Sales Committee for over 20 years, is a member of AALU, and has been a regular presenter of development sessions at its Annual Meeting. He maintains a strong business connection with MassMutual’s Diverse Markets efforts including the LGBT market, women business owners, and the MassMutual Special Care organization. Hollander has worked at MassMutual since July of 2016. Previously, he held a similar role at MetLife from 1991 to 2016. Prior to that, he served as Associate Counsel, Director Advanced Markets for Mutual Benefit Life in Newark, NJ, and as Advanced Underwriting Attorney for Aetna Life and Casualty. He is a graduate of George Washington University in Washington, D.C., and the University Of Bridgeport School Of Law in Bridgeport, CT.
Director, Public Policy, Association for Advanced Life Underwriting
Before joining AALU in 2014, David served as a policy aide in the House of Representatives for over 6 years — serving 3 Congressmen — in addition to working as a capital markets analyst at a centrist DC think tank. David graduated from Trinity University in San Antonio, TX and received a Masters of Public Affairs from the University of Texas.
10:00 a.m. - 11:00 a.m.: GS 8 - Engaging the Debate of Advanced Sales
Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®
Managing Partner of Wealth Solutions, Carson Wealth Management
Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®, is the Managing Partner of Wealth Solutions at Carson Wealth and a former professor of Taxation at The American College, where he helped co-create the Retirement Income Certified Professional® (RICP®) education program. Jamie strives to increase the retirement income security of Americans by delivering practical and trusted retirement research and education.
His most recent book, "Rewirement: Rewiring The Way You Think About Retirement," details the behavioral finance issues that hold people back from a more financially secure retirement.
He has been selected by InvestmentNews as one of the top 40 financial service professionals under the age of 40 and was also selected by The American Bar Association as one of the top 40 Young Attorneys in the country. In 2017, Trusts & Estates Journal awarded Professor Hopkins the Distinguished Author Award for his article on the Department of Labor Fiduciary Rule. He holds his LLM in Taxation from Temple University School of Law and his J.D. from Villanova University School of Law.
Deidra joined AIG in March 2016. Prior to her current role, she served as General Counsel for Access Consciousness, LLC. From 2008 through 2014, Deidra worked as a Board Certified Tax Law Partner at the law firm of Looper, Reed & McGraw, PC. Earlier, she was Partner with the law firm of Graves & Hawkins, LLC and held previous positions including Senior Tax Consultant for International Tax Advisors, Lead International Tax Support Rep for Thomson/RIA, International Tax Manager for PricewaterhouseCoopers, LLP, and Senior Tax Consultant for Ernst & Young. Deidra has served on the Board of Directors of the Houston CPA Society and the Texas Society of CPAs as well as serving on the International Tax Technical Resource Panel for the American Institute of CPAs. Deidra earned her A.B. in Philosophy from Duke University and J.D. from Southern Methodist University School of Law.
8:00 a.m. - 9:00 a.m.: GS 4 - Tax Reform: Where Are We Going and What Are We Going to Do When We Get There?
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
Partner, Keebler & Associates, LLP
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Robert frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favorable private letter rulings including several key rulings of “first impression.” He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Robert has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is currently the chair of the 2017 AICPA ENGAGE Conference.
10:30 a.m. - 11:30 a.m.: GS 2 - Understanding the Economy and Navigating the Market
Quincy Krosby, Ph.D.
Chief Market Strategist, Prudential Financial, Inc.
Quincy Krosby provides a perspective on the global macro-economic environment and financial markets. Previously, Quincy was the chief investment strategist at The Hartford and global investment strategist at Deutsche Bank. She also held global markets positions at Credit Suisse and ING Barings.
Before coming to Wall Street, Quincy Krosby was a U.S. diplomat serving in embassies abroad. In addition, she served as Assistant Secretary of Commerce and represented the U.S. to the International Monetary Fund, positions which required confirmation by the U.S. Senate.
10:00 a.m. - 11:00 a.m.: GS 8 - Engaging the Debate of Advanced Sales
Stephan R. Leimberg
Publisher, Leimberg Information Services and
CEO, Leimberg and LeClair, Inc.
Stephan R. Leimberg is Publisher of Leimberg Information Services, Inc.,(LISI) an e-mail and database service providing information, analysis, and commentary on tax cases, rulings, and legislation for financial services professionals, and CEO of Leimberg and LeClair, Inc., the firm that created NumberCruncher software for estate and financial planning. He is the former Editor of Keeping Current (Society of Financial Service Professionals), Lecturer-in-Law, and served on the Editorial Board of Estate Planning Magazine. Stephan has addressed the Heckerling Tax Institute, ALI-ABA’s Sophisticated Estate Planning Techniques Course, ALI-ABA's Planning for Large Estates, the NYU Tax Institute, the National Association of Estate Planners and Councils, and the AICPA's National Estate Planning Forum. He is editor and author of many books on estate, financial, and employee benefit and retirement planning, a nationally known speaker, and creator and principal author of the entire nine book TOOLS AND TECHNIQUES series, as well as Co-Author with Howard Zaritsky of Tax Planning With Life Insurance: 2nd Edition.
Ken Pardue is the Managing Director of Retirement Plans & IRAs at Wells Fargo Advisors in St. Louis, MO. In this role, Ken is responsible for the retirement plan business including all market segments from start up plans to Fortune 1000 companies. Currently Wells Fargo is the 5th largest provider of IRAs in the nation. Ken has been deeply involved in the regulatory changes in the retirement marketplace over the last decade. He is currently one of the leaders for Wells Fargo Advisors focused on the impact of the Department of Labor’s fiduciary proposal. Ken has been in the financial services industry for over 25 years with a primary focus on the retirement market including both Corporate Retirement Plans and the IRA market. Ken is currently a member of many industry groups focused on the retirement marketplace including National Association of Plan Advisors (NAPA) and the Securities Industry and Financial Market Association Retirement Committee in Washington, DC. Ken is also a 2013 graduate of the Securities Industry Institute sponsored by Wharton.
Independent Consultant Law Professor, Drake University Adjunct Professor, The American College
Steve Parrish is the Co-Director of the Center for Retirement Income at The American College of Financial Services, where he also serves as an Adjunct Professor of Advanced Planning. He is also an Adjunct Professor of Estate Planning at Drake University Law School. With over 40 years’ experience as an attorney and financial planner, Parrish is expert in retirement, estate, and business owner planning. He is a ongoing columnist for both Forbes.com and the Journal of Financial Service Professionals.
Manager, Advanced Markets, Prudential Life Insurance
Chuck began his career at Prudential as a Sales Consultant, where he was awarded the Sales Consultant of the Year. He has subsequently joined the Advanced Markets team in the position of Manager, Advanced Marketing. Since then he has helped their field force develop and close a variety of complex cases, as well as having been a speaker at events across the country. Chuck holds a bachelor’s degree in Psychology from the University of Connecticut and holds FINRA Series 7 and Series 66 licenses.
3:15 p.m. - 4:15 p.m.: GS 7 - Implementation of the DOL Fiduciary Rule...So Now What?
Mark Teitelbaum, J.D., LL.M., CLU, ChFC
Vice President, Advanced Sales, AXA
Mark manages the Advanced Markets and Marketing efforts of AXA Distributors — Life Division. He also handles field calls in business, estate, and retirement planning. His main focus is on developing sales tools and marketing campaigns to position AXA’s life insurance for optimal results. Prior to AXA, Mark’s career brought him to Metlife, Travelers, and Phoenix Life. He has published articles in several professional journals, is a graduate of Kenyon College, and got advanced degrees from Ohio Northern University and Boston University.
Independent Consultant Law Professor, Drake University Adjunct Professor, The American College
This opening session sets the tone for this years’ 2017 Advanced Sales Forum. The theme of “Changing the Conversation” will focus on how we assist advisors to reinvent and reignite their interactions with clients. We’ll center attention on how most effectively to breath life into conversations in light of today’s environment while inspiring clients to take control and transcend political noise. Join us and learn to help advisors:
Reinvent their conversations
Motivate clients to take action
Align advice with solutions that address their clients’ needs
Inspire clients to take control, mitigate their risk, and transcend the political noise around estate and retirement planning
Chief Market Strategist, Prudential Financial, Inc.
In this session, Dr. Quincy Krosby, Chief Market Strategist for Prudential Annuities, will share her perspective on the latest world and economic events and how those events may impact the markets. From equities to fixed income, domestic to international, supply to demand, Dr. Krosby will provide up-to-the-minute commentary on what’s happening around the globe, and how it all impacts our business.
Michael Bitton, CFP, CLU, RICP, MSFS, Director, Advanced Sales Center, Brighthouse Financial Chad Goforth, J.D., Senior Advanced Marketing Consultant, Pacific Life Debra Repya, J.D., CLU, ChFC, Vice President, Advanced Markets, Allianz Life Insurance Company Moderator: Christopher Price, JSD, ML&T, CLU, ChFC, CFS, Assistant Vice President, Advanced Sales, Lincoln Financial Distributors
This session will be a panel discussion of current hot topics for annuities. Our panel of experts will cover a range of topics from current events such as DOL fiduciary rules, QLACs, post death 1035 exchanges to annuities in trusts and other topics that challenge annuity professionals.
Stephen E. Alloy, J.D., CLU, ChFC, MSFS, Advanced Markets Attorney, Mutual of Omaha Ana Medinaceli Canelos, CLTC, Director of Advanced Markets, John Hancock Derek Welch, J.D., CLU, CLTC, Senior Director, Nationwide Moderator: David Hayward, CLU, ChFC, FLMI, Advanced Sales Specialist, National Life Group
Life insurance products need to be unique and innovative, but yet simple and easy for consumers to understand. Learn about what companies are doing to meet these two conflicting goals. Where are the hot markets that are bringing in the sales? Traditional estate planning is not what it used to be. Life Insurance based retirement plans are popular, but what else is out there that is generating sales? Hear from a panelist of Advanced Sales professionals who have expertise in Life Insurance planning and product designs.
We will review the current state of social security and potential future changes with a focus on strategies covering when to take benefits and how to potentially supplement those benefits with life insurance and annuity planning. Participants will come away with knowledge on where to go for social security information and how to access tools to help spur clients to action on their retirement income planning.
Stephen E. Alloy, J.D., CLU, ChFC, MSFS, Advanced Markets Specialist, Mutual of Omaha Alex Kim, J.D., Assistant Vice President, AXA Distributors, LLC Moderator: Richard E. Kait, J.D., LL.M., CLU, CHFC, Second Vice President, Advanced Sales and Director, Premium Financing, Protective Life
Estate planning often involves commonly-owned assets such as real estate, investments and retirement assets. However, some clients own unusual or unique assets, which may complicate estate planning and administration. Examples include Intellectual Property, Pet Trusts, Digital Assets, Art and Collectibles, Wine Collections, Closely-Held Businesses and Inherited Life Policies. Some are hard to preserve, access and control, while others are hard to value or transfer. Understanding the technicalities is critical in planning. Come to our workshop to learn how to serve clients with unique assets, and to identify the relevant sales opportunities.
Director, Public Policy, Association for Advanced Life Underwriting
With the 2016 election now behind us and a new administration in office, how might the results in Washington impact your business? Attend this informative update on tax and regulatory issues that affect you, the life insurance industry, the broader financial services community, and the conversation you are having with your clients.
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
Partner, Keebler & Associates, LLP
The
President and Speaker of the House promise reform code to reduce complexity and
decrease middle class income tax liability. This presentation focuses on
possible planning opportunities in the transition years and going forward.
Perhaps the most important issue a prospective retiree faces is how taxation affects investment choices. The amount of savings relative to need, marginal income tax brackets and time horizon are just a few of the key decision factors. This workshop will focus the tax attributes of building a portfolio.
Daniel Greenspon, CAP, Director, Asset Development, National Philanthropic Trust Ruby A. Pediangco, J.D., Advanced Strategies Counsel, Securian Financial Group Moderator: Dana J. Holt, J.D., RICP, AEP, Advanced Markets Specialist, Thrivent Financial
Only 5% of America’s wealth is held in cash. More and more charities are cultivating donations from the other 95% of assets such as business interests, life insurance, personal property, retirement accounts, real estate and more. Our panel of expert charitable strategists will address:
Important tax and legal concerns for donations of complex assets – from both the donor’s and the charity’s perspectives.
How to use creative giving techniques like Donor Advised Funds and Charitable Remainder Trusts to make these asset gifts even more powerful for donors and charities.
How might charitable giving change under the new presidential administration? Will charities need to take on more public service roles previously in the governmental domain? Will charities see their public funding decrease and if so, how will their fund-raising efforts need to change?
Director, Sales Concepts, Lincoln Financial Distributors
A perennial favorite, not to be missed! Larry Brody and Tom Commito will give us their unique perspective on recent Estate, Business, Employee Benefit, and Charitable Giving cases, ruling, and other current events. They will cover estate tax repeal and non-estate tax planning. Their insight will help ensure that you… and the advisors you support…are the best “students of the industry” possible! In tandem with demystifying the subject matter, Larry and Tom will provide clarity on how these developments relate to and impact the advice you provide to the Advisors you support. This combination of technical knowledge and practical application will enhance your value proposition and ultimately help clients achieve their unique goals and objectives
This general session will offer insight on the DOL Fiduciary Rule and focus on the latest developments since its release in 2016. The Fiduciary Rule could significantly change conversations the industry has about qualified plans, IRAs, and rollovers in general, so make sure you keep yourself abreast on what may be one of the biggest “conversation-changers” this industry has seen in recent history.
Jeanmarie Holm, J.D., Corporate Vice President, Advanced Planning Group Victor Ngai, J.D., CLU, ChFC, Assistant Vice President, The Apex Group, Guardian Life Moderator: Jeffrey I. Hollander, J.D., Assistant Vice President, Advanced Sales, MassMutual
This workshop will be a panel discussion that explores how various advanced planning departments stay relevant in the eyes of not only the field, but also of home office partners and management. Panelists will discuss the types of work, interaction and involvement that advanced markets has with various stakeholders and projects that may be seen as outside the realm of advanced planning. Audience participation will be encouraged to share their thoughts and recommendations to help widen the best practice take-away experience.
Eric Johnson, J.D., CPA, CLU, ChFC, Assistant Vice President, Advanced Sales, Global Atlantic Andrew Rinn, J.D., CFP, CLU, ChFC, Second Vice President, Advanced Markets, Ameritas Moderator: Nichole Crawford, J.D., LL.M., CLU, ChFC, CAP, FLMI, AIRC, Advanced Life Manager and Counsel, Federated Life
This thought-provoking workshop will foster a dialogue regarding the current and future state of executive benefits. What is the modern role of life products within COLI arrangements and how might that change in light of corporate tax reform? Will lower corporate tax rates result in a shift away from pass-through entities and additional opportunities for non-qualified benefits for business owners? What is the strategic role of Advanced Sales departments in reacting to pending legislation and vetting new (or repackaging existing) strategies that may now come into play?
In this session, you’ll hear from firms on how they’re managing the implementation of the Department of Labor’s Fiduciary Rule. The panelists will provide current, real world insight on the challenges and opportunities they face, and the impact on their organizations, advisors and clients.
Nichole Crawford, J.D., LL.M, CLU, ChFC, Advanced Life Manager and Counsel, Federated Life Victor Ngai, J.D., CLU, ChFC, Assistant Vice President, The Apex Group, Guardian Life Moderator: David Baldwin, J.D., CFP, CLU, ChFC, Director of Advanced Strategies, RiverSource life
Hardware, software, apps, CRMs, meeting platforms, social media – with so much technology out there, how do companies keep up to speed? Is your company staying ahead of the technological curve with the latest and greatest options or struggling to play catch up with last year’s technology? This panel discussion will highlight some of the different approaches carriers have taken when sorting out which direction to take. Hear what other Advanced Sales Departments are using to communicate better, track results, advertise services, gather feedback, and work remotely.
Jerry Hulick, CLU, ChFC, ChSNC, CLTC, Special Care Planner, The Washington Group Special Care Planning Team Kelly Piacenti, Assistant Vice President, SpecialCare, MassMutual Moderator: Jeffrey I. Hollander, J.D., Assistant Vice President, Advanced Sales, MassMutual
This workshop will feature a panel of experienced Special Needs though leaders who will explore the practical aspects of this unique area of support. This insightful session will provide strategies around evaluating a client’s situation, asking the right questions, Trust Review Do’s and Don’ts as well as explore the emotional, legal, and financial facets of caring for a dependent with special needs. Additional topics covered will include the critical role of a caregiver, Guardianship, the importance of a will, Letter of Intent, Special Needs Trusts, and Government benefits, as well as life insurance and annuities as a solution to the long term needs of the dependent with special needs.
Michael Bitton, CFP, CLU, RICP, MSFS, Director, Advanced Sales Center, Brighthouse Financial Eva Victor, J.D., LL.M, Advanced Markets Attorney, Penn Mutual Moderator: Debra Repya, J.d., CLU, ChFC, Vice President, Advanced Markets, Allianz Life
Use of testamentary trusts for IRAs is an increasingly popular trend in estate planning - and IRAs (including IRA rollovers from qualified plans) comprise an increasing value of many individuals’ estates. What is the advisor's and carrier’s role in this planning process, and how can advanced sales support our advisors in bringing enhanced value to client relationships and relationships with allied advisors? Join us for a discussion of the types of trusts commonly designated as IRA beneficiaries, the practical implications for carriers administering contracts which name one or more trusts as an IRA beneficiary, the role and value of an advanced sales department in facilitating these processes, and the multiple sales opportunities that can be realized in this planning context.
Andrew J. Rinn, J.D., CFP, CLU, ChFC, Second Vice President, Advanced Markets, Ameritas Morgan Scott, J.D., Vice President, Advanced Markets, Columbus Life Moderator: Channing Schmidt, J.D., CFP, Advanced Markets Director, Securian Finanacial
Trusts (including the traditional “ILIT”) are ubiquitous instruments of estate, wealth transfer, and life insurance planning. However, how should today’s trusts be designed to address the contemporary circumstances, priorities and needs of individuals with or without an estate tax concern, income tax or capital gains tax concerns, and or significant non tax planning concerns? What conversations should our advisors be having with clients right now? In this climate of persistent uncertainty, how can advanced sales support preserving existing business and realizing new opportunities? Through case study approach, we will explore multifaceted approaches to robust trust design (including desirable policy characteristics and features) - which incorporate maximum flexibility to pivot with a changing tax environment, and inevitable changes in future circumstances and planning objectives.
Assistant Vice President, Advanced Designs Unit, Pacific Life Insurance Company
Jamie Hopkins, Esq., LLM, MBA, CFP®, RICP®
Managing Partner of Wealth Solutions, Carson Wealth Management
Stephan R. Leimberg
Publisher, Leimberg Information Services and
CEO, Leimberg and LeClair, Inc.
Whether, avant garde, controversial, opportunistic, or all of the aforementioned some concepts involving the sale of life insurance invite discussion and debate. This session will engage conversation on several sales concepts which may be of interest to clients, and producers, yet may have less favor among carriers.
Cypress Dogwood
11:00 a.m.
ADJOURN
Registration
Registration Fees
Early-Bird
Rates:
LIMRA member – $1,275 LOMA (but not LIMRA) member – $1,915 Nonmember – $2,550
After July 17, 2017:
Member – $1,475
LOMA (but not LIMRA) member – $2,215 Nonmember – $2,950
Cancellation Policy
All cancellations must be received in writing. Cancellations received before July 17, 2017, will be refunded, less a $75 processing fee. Cancellations received from July 17, 2017 to July 31, 2017 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after July 31, 2017.
In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant.
Make your reservations by July 17th,
2017 by following the reservations link, or by calling the reservations phone number 800-831-3490 and mention the LIMRA Advanced Sales Conference in order to
receive the group rate of $205.00 single/double (plus applicable sales taxes).
Requests after July 17th, 2017 will be accepted on the
basis of space availability. The group guest room rate will be offered three
days prior and three days after the meeting dates subject to availability and must be booked by calling the hotel.
Please note that hotel rates will go
up after the cut-off date or when the meeting room block sells out, whichever
comes first. Make your reservations early to be able to take advantage of
our discounted rates.
Become a Sponsor or Exhibitor
Premier Sponsor and Exhibitor Opportunities Available Now
Connect With Key Prospects This conference is your opportunity to meet Advanced sales and marketing executives, producers, CMOs, sales officers and estate planning advisors with accountability for serving individual markets.
Sponsorship Opportunities Raise your level of branding with this audience by securing a Sponsorship. Options include:
Multiple conference registrations.
Special recognition in the registration brochure, onsite conference program, onsite signs, and general session walk-in slides
Acknowledgement from the podium
Personal introductions to attendees by LIMRA staff
Specialty conference merchandise that will deliver your company name to all attendees
To create your Sponsorship package, contact: Barbara Kimball at 860-298-3950 or bkimball@limra.com
Exhibitor Package, $3,350, includes:
One full-conference registration.
Additional attendees pay the low LIMRA member rate of just $1,225
One 6-foot skirted table with an electrical outlet (only table-top displays are permitted)
One-time use of the registrant/attendee list (includes email addresses for attendees who opt to share them)
Acknowledgment in the onsite conference program and general session walk-in slides
Logo and company description on conference mobile app
