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2017 Advanced Sales Forum - Scholarship Reward

8/7/2017 - 8/9/2017

Overview

Who Should Watch

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.

You qualify for a scholarship reward of $250 off the registration fee because you are first-time attendee to the Advanced Sales Forum and meet one or more of the following criteria:

  • You are an advanced sales specialist or support advanced sales (field, home office, BGA or IMO). 
  • You have been selected by a member of the LIMRA's Advanced Sales Committee.

Speakers

Lawrence Brody, J.D., LL.M.
Partner, Bryan Cave LLP

  • Tuesday, August 8, 2017

    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.
Bradford Campbell
Partner, Drinker Biddle & Reath, LLP

  • Tuesday, August 8, 2017

    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.
Thomas F. Commito, J.D., LL.M., CLU, ChFC, AEP
Director, Sales Concepts, Lincoln Financial Distributors

  • Tuesday, August 8, 2017

    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.
David Hollingsworth
Director, Public Policy, Association for Advanced Life Underwriting

  • Monday, August 7, 2017

    4:00 p.m. - 5:00 p.m.: GS 3 - Washington Update

David Hollingsworth

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.
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
Partner, Keebler & Associates, LLP

  • Tuesday, August 8, 2017

    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.
Quincy Krosby, Ph.D.
Chief Market Strategist, Prudential Financial, Inc.

  • Monday, August 7, 2017

    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.

Steve Parrish, J.D., CLU, ChFC, RHU
Independent Consultant
Law Professor, Drake University
Adjunct Professor, The American College

  • Monday, August 7, 2017

    9:00 a.m. - 10:00 a.m.: GS 1 - Changing the Conversation

Steve Parrish, J.D., CLU, ChFC, RHU

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. 

Charles E. Perrault III, CFP, CLU
Manager, Advanced Markets, Prudential Life Insurance

Charles E. Perrault III, CFP, CLU

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.

Agenda

Registration

Registration Fees

Early-Bird Rates:
LIMRA member – $1,025

After July 13, 2017:
Member – $1,225

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.

Hotel / Venue

Belmond Charleston Place
205 Meeting Street
Charleston, SC 29401
(843) 722 4900

Book your group rate. 

Make your reservations by July 13th, 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 13th, 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

Sponsors and Exhibitors

Luncheon Sponsor

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